FleetSafety - New Inspection / New Incident

Create Inspections & Incidents forms for your organisation with the option to trigger an automatic Corrective Action.  

Select button to skip ahead to: 

Create Inspection / Incident Form

• See FleetAdmin - Forms article on how to create a form
• See Set Inspection / Incident Form to trigger Corrective Actions

Complete Inspection / Incident Form

Users will need to be a FleetSafety Admin, FleetSafety Site Admin or Induction User to complete forms.  This can be set this in User Access Control

Complete Forms via TFO App

• See guide on how to access Induction from the TFO App

Complete Forms

• Go to FleetSafety
• New Incident
• Option to choose Site 
• Select required Incident / Inspection Form

• Click Create
• Complete Form

When a corrective action is identified, it will flag as Requires Corrective Action

• Save Form
• Using the Desktop Version you can access saved Forms here.

Induction - Save Progress & Access Forms

When accessing Incident & Inspection forms from Induction there is some added functionality to save forms as Draft.

See Induction - Action Form article.

View & Create Corrective Actions

• Click on View Corrective Actions from bottom of completed form
• See FleetSafety Corrective Actions article

Print & Email Inspection / Incident Form

• See FleetAdmin Templates article for how to create PDF & Email templates to email & print your completed forms

Email Notifications - Incident/ Inspection Submitted

Select users to receive email notification when an Incident/ Inspection form has been submitted. 

• FleetSafety
• Select Email Notifications

• Scroll to the bottom of the page 
• Under the Incidents heading click on the drop down to select user.
  • Please note only Safety Admin or Safety Site Admin users can be selected

• They are now added to the recipients list 
• To remove at anytime, select the icon

• Copy steps for the Inspections heading

See FleetSafety - Forms to view completed Inspection / Incident Forms

Next Step - FleetSafety - Forms