Exception Report

To manage forms themselves, open Forms. The Forms area includes Forms, Builder, and Submissions.

Key concepts

• Exception Report is a day-by-day compliance view. Each row represents an asset and form, and each column represents a day in the selected date range.
• The report uses these statuses: Inspected, Exception, Missed, Due today, and Upcoming.
• Inspected and Exception represent submitted inspections. Missed applies to an earlier day without a submission, Due today applies to today without a submission, and Upcoming applies to a future day.
• Inspection Settings contains Forms Inspection and Driver Inspections.
• Forms Inspection lets you choose which answers raise a defect for an asset form or flag the driver for a driver form.
• Driver Inspections controls whether drivers must complete an inspection, which Inspection form they use, and How often they must complete it.
• Inspection defect settings apply only to choice questions: dropdown, radio, multiselect, checkbox, and toggle fields.

How to review the Exception Report

1. Open Exception Report.
2. Select a date range. The report opens with the last seven days ending today.
3. Use Select forms to display to show specific forms, or leave the selection empty for All forms.
4. Use Select teams to display to show specific teams, or leave the selection empty for All teams.
5. Choose Large, Medium, or Small under Row size to change the size of the report rows.
6. Turn on Reminders only: to hide rows that have no missed inspections or exceptions to action.
7. Select a cell to see its status and available actions. For a submitted inspection, choose View inspection to open its details. Choose View asset to open the asset.

Use the legend below the report to identify Inspected, Exception, Missed, Due today, and Upcoming. The current day is marked Today.

If the report has more assets than it can show, a notice tells you how many assets are displayed and recommends filtering by team to narrow the list.

How to manage Inspection Settings

1. Open Inspection Settings.
2. Choose Forms Inspection or Driver Inspections.

Configure Forms Inspection

1. Open Forms Inspection.
2. Find the form you want to configure.
3. Check the form type shown on the form card: Asset or Driver. Use the type switch if the form needs a different inspection type.
4. Select Configure defects for an asset form, or Configure driver checks for a driver form.
5. Configure the inspection defect settings for each eligible question, then select Save changes.

A published form has a Published label and can be configured. A form without a published schema shows a message to publish it in the builder before configuring it.

Configure Driver Inspections

1. Open Driver Inspections.
2. Turn on Require drivers to complete an inspection.
3. Select an Inspection form. Only forms typed as Driver appear in this list.
4. Select How often:
   • Every day resets at midnight.
   • Every week resets Monday.
   • Every month resets on the 1st.
5. Select Save Changes.

When Driver Inspections is on, a driver who has not completed the assigned form in the current period is prompted to complete it and is blocked from the rest of the app until submitting it. A failed check still counts as completed for scheduling, while separately flagging the driver for review.

If no driver forms are available, create one under Inspections → Forms, set its type to Driver, and return to Driver Inspections.

How to manage inspection defect settings

1. Open Inspection Settings and choose Forms Inspection.
2. Select a published form.
3. For each eligible question, select the answer or answers that represent a problem. Selected answers become defect triggers for an asset form or driver flags for a driver form.
4. When an answer is selected, choose a Severity of High, Medium, or Low.
5. For an asset form, optionally select Under maintenance. The asset is marked under maintenance when the selected answer is submitted.
6. Select Ignore for a question that should never raise a defect or flag the driver. Ignoring a question clears its selected answers and Under maintenance setting.
7. To make an ignored question active again, select Restore.
8. Select Save changes.

Only selected answers create a result. An unselected answer does not raise a defect or flag the driver. For driver forms, Under maintenance is not available.

Tips & things to know

• Use Reminders only: when you want to focus on missed inspections and exceptions.
• Use the form and team filters together to narrow a large report.
• Selecting an individual report cell shows the form, date, status, and—when available—the number of submissions and defects.
• If a form is not available for inspection defect settings, publish it in Forms first.
• If Forms cannot load, it may show Form Builder Unavailable. Select Retry to try again.
• Save after changing answer triggers, severity, Under maintenance, or Ignore.
• A driver inspection can flag a driver for review even though the completed inspection counts toward the selected daily, weekly, or monthly schedule.

FAQ