Linking decides which checklists show up for which vehicles. Get it right and your team only ever sees checks that make sense for the vehicle in front of them.
💡 This page is about checklists people start themselves — a mechanic inspecting a vehicle, or a driver checking one outside of a shift. Checks that run automatically at the start and end of a driver’s shift are set up somewhere completely different. See Pre-duty and post-duty are separate below.
Link a checklist to vehicles
1. Open the checklist
Go to Settings → Inspection Forms, open the form, and click Link Assets.
2. Pick the vehicles
A list of every vehicle and piece of equipment appears, with its status, make and model. Tick the ones this checklist covers, then click Link Assets at the bottom.
3. Check the result
The vehicles you picked now appear in the Linked Assets table at the bottom of the checklist. Each row has an Unlink button, so you can change your mind at any time.
The bit that surprises people
💡 If a vehicle has no checklists linked to it, every checklist is offered for that vehicle. As soon as you link even one, only the linked ones are offered.
In other words, linking narrows things down — it does not open them up. A vehicle nobody has linked anything to is not restricted, it is wide open. That is why a checklist you just created shows up on every vehicle until you link it somewhere.
In the example above, Pre-Trip is now linked to FR-001 and FR-002. Those two vehicles will only be offered Pre-Trip. Every other vehicle in the fleet still sees the full list of checklists.
Pre-duty and post-duty are separate
This is the part worth reading twice, because the two kinds of linking look similar and live in different places.
Checklists people start themselves | Pre-duty and post-duty checks | |
Set up in | EAM → Settings → Inspection Forms | Operations → Shift Scheduling → Vehicle Types |
Linked to | Individual vehicles | A whole vehicle type |
Using | The Link Assets button on the checklist | The Pre-Duty and Post-Duty EAM Inspection Form settings |
Runs when | Someone chooses to inspect a vehicle | A driver starts or ends a shift, automatically |
Linking a checklist to a vehicle here does not make it a pre-duty or post-duty check, and setting a pre-duty checklist on a vehicle type does not require linking it to assets. They are two independent systems that happen to use the same checklists.
Setting up pre-duty and post-duty checks
Go to Operations → Shift Scheduling → Vehicle Types, open the type, and click Edit Vehicle Type. Two settings matter:
Pre-Duty EAM Inspection Form — runs when a driver starts a shift on a vehicle of this type.
Post-Duty EAM Inspection Form — runs when the shift ends.
They are set separately, so the checks at the end of a shift do not have to match the checks at the start. In the example below, a short Pre-Trip runs at the start and a fuller checklist runs at the end.
⚠️ The same page has a second pair of settings labelled (Legacy). Those belong to the older Shift Scheduling feature and are a different system. For EAM inspections use only the two marked EAM, and leave the Legacy pair set to None unless you are deliberately running the old way.
💡 Because this is set per vehicle type, every vehicle of that type gets the same pair of checks. If one group of vehicles needs something different, give that group its own vehicle type.
Drivers can also run either of these checklists on demand partway through a shift, which is how breakdowns and vehicle swaps are handled. Run an Inspection as a Driver (Spare Driver App) explains that.
Next