How to Create an Inspection Checklist in BONNET

Before creating an inspection checklist in BONNET, you’ll need to make sure the correct drivers have already been added to your fleet account. Important: Add your drivers first Any driver you want to assign to an inspection checklist must first be invited as a driver in BONNET. If they have not been added as a driver yet, they will not appear as an option when you try to assign them to an inspection checklist. Step 1: Log in to the Fleet Portal Start by logging in to the BONNET Fleet Portal. Step 2: Invite the driver Before setting up the inspection checklist: 1. Open the Drivers section in the Fleet Portal 2. Click to add or invite a new driver 3. Enter the driver’s email address 4. Select which vehicle/s you want that driver assigned to 5. Save or send the invitation Once this is done, the driver will automatically receive an email invitation from BONNET. Step 3: Driver logs in to the BONNET app The driver will need to: 1. Download the BONNET app from the App Store or Google Play 2. Open the invitation email from BONNET 3. Use the login details provided in that email 4. Log in to the app Once they have been invited correctly, they will then be available to assign to inspection checklists. Step 4: Open the Inspection Checklist section Once the driver has been invited, go to the Inspection Checklist section in the Fleet Portal and click Set Up Checklist. Step 5: Choose a checklist template Choose a checklist from the dropdown list. There are a range of templates already set up in BONNET. If the checklist you need is not there, just contact support@bonnet.co.nz and we can help add it. Step 6: Choose who the checklist is for Next, choose who the checklist should be assigned to. You can select: - the driver from the dropdown box, or - the fleet manager, if they will be completing it instead Then select the vehicle/s you want the inspection checklist assigned to. Two ways to set up an inspection checklist There are two main ways to set up an inspection checklist in BONNET, depending on how you want drivers to complete it. Option 1: Scheduled checklist with notifications and alerts Use this option if you want BONNET to send reminders to drivers at a certain frequency and time. For this setup: - leave Show progress to all drivers toggled off - leave Always make this checklist available for drivers to fill out toggled off - then set the notification frequency - choose the time you want the checklist reminder to be sent This setup means drivers will mainly see the checklist when it is due. Option 2: Always available checklist Use this option if you want drivers to always be able to see and complete the inspection checklist in the app. This is commonly used for rental car companies or businesses where drivers may need to complete the same checklist at any time. For this setup: - toggle Show progress to all drivers on - toggle Always make this checklist available for drivers to fill out on This means the checklist will always be visible to drivers in the app, rather than only appearing when one is due. Step 7: Save and customise the checklist Once you have chosen the settings you want, click Save. You will then be taken to a new page where you can: - remove any questions you do not want - reorder the checklist items into the order you want Once you have finished making your changes, click Save again. After the checklist is set up Once this has been completed, your drivers will be able to fill out the checklist when they see it in the app. Checklist results - All failed checklists will be saved in the Failed tab - The individual failed items will show in the Issues tab for you to action and resolve - All passed checklists will show in the Passed tab Need help? If you’re having trouble getting a driver to appear for assignment, or you need a new checklist template added, contact support@bonnet.co.nz and we can help from our side.