Understanding Inspection Templates

Overview

Inspection templates define what items operators check during pre-trip and post-trip inspections. Customize templates to match your equipment types and compliance requirements.

What Are Inspection Templates?

Templates contain:

• Inspection items - Specific things to check (tires, lights, brakes, etc.)
• Item categories - Groupings (Exterior, Interior, Safety, etc.)
• Response types - Pass/Fail, Good/Needs Attention/Critical
• Required photos - Mandatory photo documentation

Default Templates

CLUE includes standard templates for common equipment:

• Vehicle DVIR - Standard DOT pre-trip inspection
• Heavy Equipment - Construction equipment checklist
• Trailer - Trailer-specific items

Template Components

Inspection Items

Each item the operator must check:

• Item name and description
• Which response options to show
• Whether photos are required
• Severity if issue is reported

Categories

Groups of related items:

• Exterior (lights, tires, body)
• Interior (controls, gauges, safety equipment)
• Engine (fluids, belts, filters)
• Safety (fire extinguisher, first aid, triangles)

Assigning Templates to Assets

Templates are assigned based on:

• Asset type
• Product class
• Individual asset overrides

Tips

• Keep templates focused - too many items reduces completion quality
• Include critical safety items that match regulations
• Review templates annually and update as needed