Before you create an inspection form group, one set of items to check, you need to add all the items you plan to place in it (see Creating an Inspection Form Item). (Each individual element to examine within a group is an item.) Combine items logically to form your groups, or categories, of things to inspect. For example, you might have one group named "Exterior" that includes all the evaluation tasks on the outside of a vehicle and another called "Under the Hood" containing all the engine checks. All the groups together compose a template, the overall form.

Note: See An Introduction to Inspection Forms for details about the components of an inspection form template (the template, groups, and items).

To add a new group, follow these steps:


  1. On the sidebar menu on the left, click .
     
  2. Click Inspection Setup on the flyout menu that appears.
     
    The Inspection Setup screen's Templates tab will appear (unless you were on a different tab during your current iOn session).
      
  3. Click the Groups tab.
     
     
  4. Click Add New at the top right of the screen.
     
    The Add Group dialog box will appear.
      
  5. Type the title of the group in the Name box.
     
  6. In the Available Items grid (on the right), select the check boxes to the left of all the items you want to include in the group.
     
  7. Click the Add Item .
     
    The items will appear in the Items in Group grid (on the left).
    Note: If you added an item in error, you can select its check box in the Items in Group grid and then click the Remove Item  to remove it.
    The selected items will be displayed and numbered in the order they are listed in the Available Items grid (that is, in the order they were created), which is the order they will be listed in the group on the published inspection form.
     
  8. To move an item higher or lower in the list, follow these steps:
      
    1. Click  between its order number and its name.
       
    2. Drag it up or down to where you want it to be placed.
        
    3. Release the item when it's in the spot you need.
       
    4. Repeat steps a through c for all the items in the group you need to reorder.
        
  9. Click Done.
       
    Your new group will appear in the Groups list, and a success message will appear at the bottom of the screen.
      
  10. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)