Configuring Multiple DVIR Forms

To create multiple DVIR (driver vehicle inspection report) forms that are displayed to drivers in WorkPlan, you must be using WorkPlan version 3.6 or later and you must associate the DVIR forms with an Asset Type.

This is the only method of configuring DVIR forms that allows you to provide multiple DVIR forms to a driver.

To configure multiple DVIR forms, follow these steps:

Create the appropriate form templates

1.From the Tasks section of the navigation bar choose Form Templates.
2.Ensure that the forms you would like to assign to the asset type have a Form Type of "DVIR" or "DVIR Third Signature", or create new form templates with a Form Type of "DVIR" or "DVIR Third Signature". The difference between these two form types is whether or not you want to use the third signature process.

Assign the form templates to the asset type

1.From the Tasks section of the navigation bar choose Form Templates Asset Types.
2.Select an existing asset type or create a new asset type.
3.On the DVIR tab, select Use DVIR form templates selected below.
4.Ensure that either "DVIR" or "DVIR Third Signature" is selected under Form Type.
5.Select the forms you want to assign to the asset:
 
For DVIR forms to be completed pre-trip, at sign-in, select a Pre-trip DVIR Form Template.
For DVIR forms to be completed post-trip, at sign-out, select a Post-trip DVIR Form Template.
For DVIR forms to be completed on-demand, select one or more On-demand DVIR Form Templates.

 

Ensure that the asset type is assigned to the vehicles

1.From the Main section of the navigation bar choose Vehicles.
2.Click the vehicle’s name and select Edit Vehicle.
3.On the Details tab under Asset Type select the asset type defined above.

Ensure that the drivers have DVIR forms enabled
 

1.Click the Drivers options from the Main section of the menu.
2.Click the driver’s name, select the Mobile tab and ensure that in the DVIR section, DVIR is set to "On". Also:
 
For DVIR forms to be completed pre-trip, at sign-in, set Vehicle Inspection Report to either Pre Inspection or Pre and Post Inspection.
For DVIR forms to be completed post-trip, at sign-out, set Vehicle Inspection Report to either Post Inspection or Pre and Post Inspection.
For DVIR forms to be completed on-demand only, set Vehicle Inspection Report to On Demand Inspection.

If the drivers configured above are assigned to any of the vehicles configured above:
 

A pre DVIR form is displayed to the drivers at sign-in, if a pre DVIR form template is selected in the Asset Types screen and Pre Inspection (or Pre and Post Inspection) is set for the drivers.
A post DVIR form is displayed to the drivers at sign-out, if a post DVIR form template is selected in the Asset Types screen and Post Inspection (or Pre and Post Inspection) is set for the drivers.
One or more on-demand DVIR forms are displayed to the drivers in the New On Demand DVIR section of the WorkPlan DVIR screen, if the DVIR form templates are selected in the Asset Types screen and any inspection type is set for the drivers.