Items
You must have the module administrative permissions (Vehicle Manager, Building Manager, etc...) to manage items.
ITEMS are the individual things we inspect, e.g. emergency lights, radio, locks...
Items MUST already exist to be added to a Section on the Manage Template page
Using the main navigation system, click Your Name => Admin Tools.
Click the Active Items card.
You are shown a list of inspection items for your entire agency.
Adding New Items
Items MUST already exist to be added to a Section on the Manage Template page
To add a new Item so that it is available in the select list to be added to a Section.
Using the sub-menu click Add Item.
Enter the Items details.
- Enter a name for this new Item.
- If the name is available, we will show you an Available message in green.
- If it is not available, we will tell you Caution - this item name may be a duplicate in red.
- Select the Module. (this is important as the item will only be visible in templates for this module)
- Select the department (Normally Police)
- Activate and Archive are normally left to their defaults.
- Click Create New item
The screen refreshes and we will be advised the item was added successfully.
Editing Existing Items
Caution: Modifying existing Items will modify all historical data. We do not recommend making changes to Items if they have already been used in inspections. Best Practice it to inactivate and archive an Item and replace it with a new Item.
The easiest way to locate the Item you want to edit, is to use the search field to reduce your results. In this case we will enter the word license into the search field which reduces our list down to two Items.
Click the Edit button for the specific Item.
The screen refreshes showing us the edit page for this Item.
The Edit page shows us some important details in red.
It tells us: What templates (if any) currently use this Item.
It tells us: Editing an Item name will change that items name throughout the system, including completed inspections.
Make our modifications and click Save to complete the edit.
Click Return to Items.
Adding Items to Sections
To learn how to add Items to Sections, please see the article Creating / Managing Inspection Templates.