In Stream you can create both custom check types/lists and individual custom checks.
We supply a full list of individual checks by default, however sometimes you may need a check that’s unique to your business requirements and not included on the list that we’ve provided.
Thankfully we have just the solution if that’s the case.
In this guide we’ll be showing you how to create individual custom checks. If instead you want to learn how to create custom ‘check types’/lists, you can follow the guide for that here.
Creating individual custom checks
Once you create a new individual check, it will become available to be added to any of your check types/lists, so at this point in time it doesn’t matter which vehicle you have selected.
Step 1: Go to ‘Vehicle Types’
Click the main menu in the top right corner of Stream and go to ‘Vehicle Types’.
Step 2: Add a new check
In the central column under ‘Checks’, click ‘Add’.
This will open the check creation input window.
Step 3: Name your check
In the check creation input window, give your check a name and a description that can be clearly understood, as these are what will be displayed on the checks for Drivers inside the Stream Mobile App when they’re performing the checks.
Step 4: Add what’s required when performing the check
The next section determines whether additional notes/text and a photo are required to be captured regardless of whether the check is passed successfully or a defect is reported.
Make a selection for each as to whether they are ‘optional’ or ‘required’.
Step 5: State if this check will be used to record defects
The toggle button asks if the check is going to be used to record defects.
More often than not you can leave this toggle switched ‘on’.
However, if you wanted a check that isn’t in relation to the usability of the vehicle, for example you want a driver to check that they have the required PPE before visiting a particular site, then you may wish to switch this toggle to ‘off’.
If you do switch the toggle off, you will notice that the information required about a defect will be removed from this window and you can simply press save.
Step 6: Add Defect Status/Severity
The Defect section at the bottom is for you to provide the varying severities of defect that can be selected against this check.
These will be used to determine whether the defect will render the vehicle usable or unusable depending on which option is selected by the driver in the Stream Mobile App when performing the check.
Enter a name in the empty field for each defect status that you are going to provide as options.
Then use the relevant check boxes to decide if:
- The vehicle will still be usable if this status is selected
- Additional text information about the defect is required
- Photographic evidence of the defect is required
- This defect will require the assistance of an engineer
- The defect can be resolved with a roadside repair
Step 7: Save your new check
Once you’ve finished adding all the information for this individual custom check, go ahead and click ‘Save’.
This will add this new check to the list of available checks and you are now free to drag and drop it into any of the check types that you have in your Stream account.
If you want to learn how to create custom check types/lists to add your new individual custom checks to, you can find our support teams guide on how to that here.