Creating or modifying a Check Sheet template is a straightforward process. You can either use a pre-made template or build one from scratch to fit your fleet's specific needs. Follow the steps below to get started.
How to Create a Template
Step 1: From the Argus Dashboard, head to Fleet Management > Check Sheets > Check Sheet Templates.
Step 2: Click the blue 'New Template' button in the top left-hand corner to create a new template, or select the edit button next to an existing template to modify it.
Step 3: Create your template:
- Choose to start from one of our default templates under 'Generate From Default Template', or leave this blank to create a template from scratch.
- Give your template a distinctive name (this is what your team will see on the app).
- Add sections to categorise your questions by typing the section name and pressing enter. You can always add more sections later if needed.
For each question:
- Click 'Add Question' to start from scratch or add a new question to a default template. To edit an existing question, click on the question and modify it as needed.
- Select or deselect the 'Required' checkbox to determine if the question is mandatory.
- Choose the section where the question should be categorised.
- Enter a Question title (e.g. Tyres are inflated to the correct pressure).
- Optionally, add a description with additional instructions (e.g. Tyre pressure should be 40 PSI).
- Select a question type from the 'Select a Question Type' drop-down menu. For more information on question types, please view our definitions here.
- Click 'Add Question' to save the question.
Continue adding questions until your template is complete.
Step 4: When you've finishing creating or modifying your template, click the blue 'Save' button to save your changes. Be aware the clicking 'Cancel' or exiting the screen will discard any unsaved changes.
Next Steps: To learn how to use the app, see the article How to Use the Check Sheet App.