This article will cover the use of the Circle Check Manager to create a Truck and/or Trailer check.
Circle Check Manager
Fleet-> Circle Check Manager-> Things to Do
On the left-hand side, you will see two options: Setup
Circle Check Inspection and Setup
Circle Check Inspection.
Unlike PM's that are created by Customer and Group, the Circle Check module can only have two inspection forms, one for Trucks and one for Trailers. This means that all Units marked as Trucks in the system will receive the exact same Circle Check.
The purpose of the Circle Check is for Drivers or Technicians to submit an inspection that is typically performed on a daily basis when dealing with your own fleet. Due to the frequency of how often Circle Checks can be performed, if the Unit passes the check, there is no recorded information to indicate this apart from the Circle Check Manager screen. However, if an item is Red Tagged (failed) then it will appear as Work Required on the Unit.
If a Unit does not have a make or model specified, the Circle Check will default to using the Truck Circle Check.
Creating a Circle Check
These steps are the same regardless of whether you're creating a Truck or Trailer Circle Check.
1. Select the appropriate Hyperlink under
Things to Do
for the type of check you'd like to create. A Wizard will open, set your
Task and Reason
from the drop down list
Task codes can be controlled under Administration -> Standard Codes -> Repair Order -> Type
Reason codes can be controlled under Administration -> Standard Codes -> Repair Order-> Correction/Task
2. List all items you would like checked routinely for Defects here. Any that are already part of the inspection will be displayed by the main header. Click on the
to the left of the number to expand the selection and see all attached VMRS codes
To Add Another Section to the Inspection Report
Add New Section
, a box will pop-up. Enter the description (or main header) here
under the appropriate section for where you would like to add the item
c) Select the
that the item will be tied to and press the
Green Plus Sign
to bring it to the right-hand side. You can add multiple VMRS codes at a time and even edit the description of the task.
d) the VMRS Codes will now appear on the Inspection list
3. There is the option to add Signature Requirements to the inspection list. Press Add to create a Signature Label.
Select from the drop-down list when you would like the Signature to be attached to the Inspection Form.
The Signature Label is a blank text field where anything alphanumeric can be entered.
You can add as many signatures at each instance as you would like depending on your approval levels within your corporation.
When ready, press
Attaching the Inspection to a Unit
To attach the inspection to a Unit, go to
Fleet-> Unit Master -> Select Unit -> More Info
In the top Right-Hand panel is where the
Make and Model
for the Unit can be set. Press on the
to open the
You can use the
to look at the Makes and Models already entered into the system. Alternatively, you can use the
Green Plus Sign
to create a new one. Press
when you have found the correct one.
This screen does not differentiate between Make Types
Using Standard Codes to Control Makes & Models
Makes and Models are found under
Administration -> Standard Codes -> Equipment -> Make & Model
to denote Make Type.
to display the corresponding
. Press on the Make to display the associated
Performing the Circle Check
This action can only be performed by a Technician or Driver using the EMDECS App.
This Tutorial is performed using the Android Version of the App
Type in the Unit or Customer and Press on the Search function to bring up a list
to select Unit, a
ll parts of the inspection will be displayed on the next screen.
Green Tagging a Unit
will finish the Inspection Immediately and any signatures that were added to the inspection will pop
Be sure to update
in top right corner before selecting either "tags"
Accept and Submit
Red Tagging a Unit
When you Select Red Tag, the screen will change to one that shows a Slider Bar. Tap on this bar to Fail an item and for the Notes field to appear.
When all desired lines have been filled out, select
if any signatures were added to the inspection, they would appear.
Accept and Submit
Viewing Completed Circle Checks
Fleet-> Circle Check Manager
on this page is automatically set at one week and the default view is for
All Inspection Statuses
. Make any required changes and press
to populate the return on the screen
The right-hand side columns show whether any
were reported or repaired. To view the inspection, press the Print button.
If a Defect was Reported
If a Defect was reported on the Unit, it will appear in two spots:
Fleet-> Unit Master-> Search Unit-> More Info -> Work Required
The Work Required tab shows that this is from a failed Circle Inspection, as well as who performed the Check and when.
Services-> Service Board
The Unit will appear on the
" under the
Work Required column
, to show that the work comes from a failed inspection.