Updating an Inspection Area

You can change the settings for checklist inspection areas. For example, you might want to rename an inspection area or assign additional items.

Note: If you use the Epicor® (formerly Activant) Integrated Service Estimator™ set up only one generic inspection area with no items assigned to it or no inspection areas at all.

To update an inspection area

1. From the Setup menu, select Vehicle Service Checklist. The Service Checklists screen appears.

2. Select the checklist that includes the inspection area, and click Edit. The Service Checklist Maintenance screen appears.

3. Select the inspection area that you want to update, and click Edit. The Add/Edit Inspection Area screen appears.

4. Do the following as needed:

a. If services for the inspection area should be automatically recommended based on the vehicle’s beginning mileage, select the Mileage-Based Service check box and type the mileage at which to recommend services.

Note: Services are recommended when a vehicle’s beginning mileage falls within the range set with the System Control Checklist - Mileage Threshold. For example, if the threshold is set to 1000 and the mileage for the inspection area is set to 30,000, services will be recommended when the beginning mileage falls between 29,000 and 31,000 miles.

b. If you need to associate the inspection area with a postcard code, click . Then select a code from the Postcard Lookup screen, and click OK. For more information, see Associating Inspection Areas with Postcards.

c. Update the description of what to check.

d. To look up items that can be set aside for appointments or put on estimates and work orders when repairs are recommended, click Add Inventory. For more information, see Looking Up Inventory Items.

e. To remove an item from the inspection area, select the item and click Delete Inventory.

5. To save the changes, click OK.