The walk-around checklist for one model of vehicle or machine. When a check-in inspection is opened, the check-in console reads the inspection's asset, takes the asset's item and uses the first check-in template whose Applicable Item is that item; its lines become the console's section cards and tick options. The template is read every time an inspection is opened, so changes show on open and closed inspections alike, while saved findings keep the text they were saved with. AI Mechanic offers the same sections and issues when it captures a check-in. No shipped app lists check-in templates; an administrator adds the entity to an app's navigation.
Fields
| Field | Label | Type | Required | What it does |
|---|
ApplicableItemId | Applicable Item | Lookup → Item | | The model (item) the template is for. The console picks a template by matching this to the item of the inspection's asset, using the first match. Keep exactly one template per item: with two, which one is used can't be controlled, and a template with no applicable item is never used. The item picker is not filtered. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | Text, unique | | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Check-In Template Name | Text | Yes | The template's name, shown as the title of the console's checklist tab. Required on the New form, but on save it is replaced by a number from the template's document name setting (series CIP, the same prefix check-in inspections use). Rename it afterwards with Edit; numbering runs only when a record is created. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
