Creating and Editing MPIs

 

Quick Links

• Creating a New MPI
• Editing an MPI

Creating a New MPI

Multi-Point Inspections can be conducted and filled out on any device, but they first need to be created on the desktop or web app.

Here’s how to create an MPI:

1. Click on your profile icon at the top-right.
2. Click Company settings.
3. From the list on the left, click MPI.
4. Click Create template.
5. Choose a name for the template and click Create template.
   
   

   An MPI template is broken down into categories, sub-categories, and items:

   • Categories are used to organize the MPI into logical sections. For example: Tires, Brakes, Engine, etc.
   • Sub-categories are used to break down large categories into smaller sections. For example, for a “Tires” category, you could create “Tire Tread” and “Tire Pressure” sub-categories.
   • Items are the individual points of the MPI that need to be inspected.
     
     
6. Click + Add an item to add a new inspection point.
   1. Enter a name for the item.
   2. Under Type, choose what type of result needs to be entered during an inspection:
      1. Status: The user needs to select the status of that item (Checked OK, May need future attention, or Needs immediate attention).
      2. Measurement: The user needs to enter an amount for that item (Tire pressure in PSI, brake pad thickness in millimeters, etc). If you choose this option, enter the threshold amount for each result.
      3. Status and Measurement: The user needs to enter both of the above.
         
         
7. When you have finished adding all your inspection points, click Publish at the top-right.
   

Editing an MPI

Once an MPI is published, it cannot be directly edited. Instead, you will need to duplicate the MPI and make the changes on the new duplicate. 

To create a new MPI from an existing one:

1. Click on your profile icon at the top-right.
2. Click Company settings.
3. From the list on the left, click MPI.
4. Under MPI Templates, select the one you want to edit or create a new MPI from.
5. Click Duplicate at the top-right.
6. Name the duplicate something different and click Duplicate again.
7. Open the new MPI duplicate you’ve now created.
8. Make the necessary changes:
   1. You can delete individual items, sub-categories, or categories by clicking the trash can icon next to it. **Note that deleting a sub-category or category will delete every item inside it.**
   2. Change existing items by clicking on them and changing the name, type, measurement amounts, or statuses. Click Save when you have finished editing that item. 
   3. Click + Add an item to add a new inspection point. Click Save when you have finished creating that item. 

Click Publish when you have finished editing the duplicated MPI.