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Set up Tour Checks

Create or update vehicle and safety inspections by using Tour Checks. Direct Store Delivery drivers use these checks for safety and compliance. The driver must perform all vehicle and safety checks at the tour’s start, end, or both. When you manage tour checks for a tour using a tour template, you can configure the usage type. For example, you can set the usage type as start of day or end of day. Drivers can't begin a visit or complete a tour until all the configured checks are done.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To manage tour checks: Direct Store Delivery for Consumer Goods Offline Mobile App

Some of the vehicle checks are:

  • Headlights OK?
  • Tires OK?
  • Brakes OK?
  • Safety belts OK?

Examples of safety checks:

  • Safety Jacket OK?
  • Safety Shoes OK?
  • Work Gloves OK?
Note
Note You can’t use an inactive tour check in a tour template and in turn in a tour.
  1. From the App Launcher, find and select Tour Check.
  2. Click New.
  3. Fill or update the tour check fields such as Check Name, Check Type, and Description.
    The check type can be Vehicle Check or Safety Check. You can associate only active tour checks with a tour template.
  4. Save your changes.

See Also