Stream Check Onboarding

For Android users

Download the app on the Google Play Store here and access the management system in your web browser here.

For iOS users

Download the app on the Apple App Store here and access the management system in your web browser here.

 

See the full Stream Check onboarding training here.

Transcript

Hello, I’m Jordan and this is a guide on how to use Stream Check

Stream is cloud-based software so you can access it from any web browser

I’m just going to login with my account here

You’ll have your own account with your own unique user ID and password

This is the first screen you’ll see after you log in to Stream Check

Or you can navigate to it from the menu

This shows all of your vehicles in a list on the left over here

In the middle it will show any defects for the selected vehicle

Down the bottom, any bookings you have for the selected vehicle

And on the right it’ll show all the checks you’ve completed within the Stream app

The other pages you can access using the menu button in the top right-hand corner

The vehicle types management page is where you’ll actually manage

your types of vehicles you have in Stream

So for example here I’ve got a van setup,

You can manage your default things like driver licence categories

Or minimum expected check times and payloads and things like that

You can rearrange what checks are actually performed on each vehicle

Using the list in the middle here

And you can also set up scheduled bookings, so bookings that reoccur

The other pages in Stream Check are: users and drivers

So this is where you’ll actually manage the users that you have within the system

Set up new drivers for example, or new users

Who are actually going to manage these bookings and checks within Stream

And the change password page, so this is where you can change your password

And you’ll be prompted to change your password the first time you login as well

Make it something more secure

The vehicle details page here

We give you a van to begin with, so this van will come with your stream environment

If you click of the edit button or double click on the vehicle row here

You get more information about this vehicle

So any information that’s been stored about this particular vehicle

You can store as much or as little as you want

You can delete this vehicle if you don’t want it as well

Or you can use it as you get going in your environment

If you want to add a new vehicle you just need to press the add button up here

This will open up a blank version of that popup

And here you can enter all the information you have about that particular vehicle

So all you need to do is enter a registration for example

A mileage and you can just put zero if you don’t know the current mileage

And this will be updated the first time you do a check within the app

And type of vehicle it is, so these are the default types we give you

Again you can create more if you wish

But generally you can find something within this list here

So I’m just going to pick it as a van

You can enter things like a name or make and model

So I might call it a Transit Van here, so I’ve got some way to identify this vehicle

When I’m finished creating this vehicle, I can save it

And it’ll add it to that list on the left

Going back to the vehicle types management page

This is where I can manage what vehicle types I actually use within Stream

We give you a whole list of default vehicle types

You can see them all by pressing this show unused button

And that will show you all the different types of vehicles you have within the system

From here you can change any of the information below here

Such as how long you expect a minimum check to take

Things like payload capacity and stuff like that

What you might want to do the first time you go into Stream though

Is change around the list of selected checks you have here for the vehicle type

So this is the list of checks the driver will see within the Stream App

These are the default ones we give you, if you scroll down

You’ll see we give you a whole list of other available checks as well

And you can drag & drop between these two lists

To pick exactly what you want to check

For example, if I wanted to check the clutch on a particular vehicle

But I wasn’t too bothered about checking the exhaust system

You can drag & drop between the two lists

And save just the checklist you actually want to use within Stream

You can also edit any of these checks as well

If you wish to change exactly what defects are recorded for each check

And if there isn’t something in this list that you’d like to do a check on

You can create a brand new one using the button at the top of the page there

And then finally on the flist on the right here, this is where you can decide what

Scheduled bookings you’re going to set up for a vehicle type

We give you these four default ones for different bookings

Again, you can drag and drop between these two lists to actually select them

You can create brand new bookings using the create button here

Pick the type of booking it is, put in the name and description

And enter things like whether its a booking to be done after every

Certain number of weeks or after a certain mileage or both

For example, maybe it’s a booking that has to be done every 10,000 miles

Or maybe every 52 weeks

You can get all those set up

And they’ll automatically populate in the vehicle details page for you

IN APP

This is the Stream App, you can access it by downloading it

On any Android device or iOS device

By searching ‘Stream TMS’ in the Google Play Store or Apple App Store

You can give each driver their own unique login as well

So you can see which drivers are performing which check on vehicles

I’m just going to login with a default profile I got set up when I set up my account

I login and it’ll take me to this screen where I can see a Vehicle & Checks option

And also the option to change my password

And if you’re using Stream Go, you may see some more options too

I’m just going to go on Vehicle & Checks

Here, I can see all the vehicles I’ve got set up within that system

There’s that Transit Van I made earlier and the default vehicle we give you as well

So I’m just going to go for that Transit Van I made

You get the list of default checks as well

Pre Use, Handover and End of Day are the checks we give you by default

You can also do things like just report a single defect

On any vehicle at any time of the day

Or view or update any defects that exist currently on the vehicle

This is a brand new vehicle, there’s nothing there currently

So I’m just going to go on the Pre Use check

It’ll ask me to confirm the mileage for the vehicle

This will update this first time I enter it

12,000 miles and confirm

And this will take me to the list of checks for that particular vehicle

This is a list of everything that I’ve set up within the vehicle types management page

All the different types of checks

And any different types of defects that I’ve selected for each one as well

Now I can go through each of these checks

And either press the tick to mark a check as completed okay

Or the cross to say that there’s a defect

After I confirm there’s no defects on a particular vehicle

I still have the option to go back and add a defect if I wish

Or I can just add some text or photos if I want to take that for my own records

Even though there’s isn’t a defect I might want to take a picture for proof, for example

For the tyres and wheels, I’m going to mark a defect for this particular vehicle

This will take me through to the defect page

Here I can select the what’s exactly wrong with the tyres in this case

I’ve got a list again, these are all the default ones we give you

But you can alter exactly what’s shown in this list here

If you want different defects for the driver to be able to record

I’m going to pick maybe a flat tyre in this case

It’ll ask me to capture a photo, so I can take a picture of any flat tyres I have

And any notes as well, going to say ‘no air in tyres’ and confirm this defect

It’s now put a red cross and red text in this list, showing that

That’s now been marked as a defect, making this vehicle unusable

Now I can carry on the rest of this list

Ticking off whether the checks have been completed successfully or not

We do also record how long its taken the drivers to record these checks as well

So you can see, for example, if the drivers are going too fast

Maybe not paying as much attention as they should be

You can also set it up so that

If the driver completes a check under minimum expected check time

For this vehicle it’s five minutes, for example

I’ll get notified within stream and also get email notifications as well

iOS: So I can put who the defects been reported to and I’ll just put manager in this case

Android: So I can put who the defects have been reported to and I’ll put the manager ‘Dave’ in this case

And it’s signed by myself

And then I can just submit that check

So there you go, you can see that it’s said that the vehicle is no longer usable

That check’s been submitted and all that data will have now come into stream

I’m going to move back to Stream now

EXIT APP

If I now go to my vehicle details page

This will refresh and update to show that the check has now come in

So you can see on the right hand side, it’s now got this check in the check history here

It shows the status of that check, so in this case it’s a fail

It shows what driver it’s been done by, the mileage of that vehicle

The overall defect severity as well

Down the bottom here I get more information about that particular check

So I can see again it was a pre-use check, what driver was signed in,

Who the actual check was signed by,
If there is any defects, who it’s been reported to,

Minimum expected check time, so I can see its got a red box around here

Letting me know that that is less than should be expected

In this case I expect at least five minutes for a check on this vehicle

And then I can see exactly what happened for each particular check

So you can see a tick or a cross of the lefthand side here

To show whether it’s a pass or a fail

Details about that particular check

How long it look the driver to complete each individual check

Any notes that are entered by the driver

And photos as well

In the middle section here you can now see there’s a defect

Its showing that the defect is, in this case, the one we marked as a fail

Which was the tyres and wheel

If I press on edit or double click on this defect

It will open up this popup to show me more information about this particular defect

So I can change the defect if I wish,

Maybe the defect’s got worse or there’s something else that’s changed on it,

I can change it from this list here

And then there’s these options I can do here

If I wish, I can say this defect has been assessed

For example, it might have also been assessed by the driver

So if I search, I can find the driver in this list here

I can put in any estimated resolutions if i wanted to

Or I can just go in and resolve this defect, so maybe its been resolved by my operations user

Maybe it’s been resolved by a garage in this case

Garage is an option we give you as well, along with all your users

You also have the option to put additional notes on this defect or add attachments

Which is sometimes quite useful if you get invoices and things from the garage

Which you want to retain within Stream tied to this particular defect, for you records

I can then update this defect

You can see that this particular defect is now showing a resolution date

It’s also updated the actual overall status of the vehicle on the left over here

But we still retain all the information about defects within Stream

So it still keeps all that information about the defect within this section here

You can still view things in the check history on the right as well

Other parts of Stream you might want to use the first time you login as well is the users and drivers page

By default we give you a operations user which who I’m logged in as now

That’s someone whos actually using the Stream webapp.

Who’s actually able to go in, view and manage the vehicles, manage the types

And go round and change things, manage the defects and add new users

A driver is someone who only has access to the app.

If you have drivers who you only want to perform checks actually within the stream app

That’s the authority you want to give them

You can add as many users as you want within Stream there’s no limit at all

So I can just click on the ‘Add’ button here to create a new user

I can then enter a name, a profile, an email login,

If you supply an email address they can log in with that and it’ll be used to send password resets to

You can pick the type of user: Operations or Driver

And you can supply things like different depots if you have multiple depots

And any join leave dates for that particular user as well

This page will also be used to retain things like bookings for the drivers

So you can supply things like holidays, or sicknesses and things like that

Put them into stream here if you want to manage them all in one location

You can also upload things like documents or driver licenses for example

And this events section at the top here will show any events
Such as drivers failing checks on certain vehicles and things like that

And that is a guide on how to use Steam check

If you have any further questions about using Stream Check

Please either contact the support team

Or have a look at the additional videos on the stream website.