Orion

In Orion go to Workshop > Misc > Smartcheck > Setup

The following popup will appear. Click Activate SmartCheck Addon to start using SmartCheck. 

    Note - to check pricing and terms, you can click the Usage Plans button at the bottom of this screen. 

Once the addon is activated, you'll be shown this main setup screen: 

* the highlighted tickbox above can be used to stop the automatic check for completed checksheets when opening a job. This could improve performance if jobs are opening slowly.

IMPORTANT: Note the COMPANY CODE displayed on this screen. You'll need this to log into SmartCheck.

Setup / Configuration

Before you can use SmartCheck, you'll need to set up Company Details and Logins for all users who will need access to SmartCheck. 

If you're doing WoF inspections, tick the 'I Perform WOF's' tickbox and enter your NZTA/Waka Kotahi supplied AVIC No. 

IMPORTANT: You cannot do WOF Inspections in Smartcheck without an AVIC No. 

Setup Company Details

Click the Company Details button next to the code. 

This will open the below Company Setup screen in your browser. 

Fill in the address and contact details fields (1) and if you are doing WOF inspections, ensure the AVIC number is correct (2). Click Save (3) when you're done. You can now close the browser window and return to the main setup screen in SAM. 

Emailing Failed Check Results: On the Email tab of the screen shown above you can configure your email settings. Then as outlined on the User Setup KB article, you can set individual users up with an email address that will receive notifications of all failed checksheet results. 

Setup Logins

Orion webWorkshop Users: If you're using Orion webWorkshop, see this guide instead for how to set up webWorkshop Users and link them to eWOF: https://learnorion.auxosoftware.com/support/solutions/articles/51000204334--webworkshop-user-logins-setup

Now you need to set up the Logins. Click the Logins button on the SmartCheck Setup screen. 

This will open a browser window where you can create:

• An admin account (to create new checksheets), and 
• Technician login(s).

For the full instructions see: SmartCheck - Set Up Users. 

Setup Checksheets

We already have some standard checksheets you can use, but you could also create your own following this guide: SmartCheck - How to create a Checksheet. 

IMPORTANT: Waka Kotahi Requirements in regards to Electronic WOF Checksheets

You have to keep paper checksheets in case of outages

As mandated by Waka Kotahi, all users of Electronic WOF Checksheets must hold paper checksheets as a back-up in case of system, internet or IT outages. See more here:

• Smartcheck - Processing WOF Checks if I.T. Systems are Down (Outages)

Staff Training

You must ensure all your staff using the Smartcheck Electronic WOF checksheets are trained and aware of the full and proper operation of Smartcheck, including but not limited to the entry and completion of a vehicle inspection, recheck inspections, retrieval and supply of records and what to do where the user experiences difficulty accessing Smartcheck. We have created the following KB articles to support this requirement:

• SmartCheck - Viewing Results
  
• Smartcheck - Processing WOF Checks if I.T. Systems are Down (Outages)
• SmartCheck - How to process a Checksheet

Consumer Information / Disclaimers

To meet Waka Kotahi requirements, our eWOF checksheets will display a link to the following web page with relevant disclaimers and consumer information. 

• https://auxosoftware.com/wof-consumer-information/

How to use SmartCheck

Data Transfers

Important: You will need to do an initial manual upload of jobs and vehicles before using Smartcheck.

Some data will transfer automatically (for example newly created jobs) but you will need to initially upload all current jobs and vehicles to Smartcheck. See the following KB for more details: SmartCheck - Import & Export Data

Processing a Checksheet

See the following guide for instructions on processing checksheets:

SmartCheck - How to process a Checksheet

Reviewing Checksheet Results

The following guide shows how to find and view results of prior Smartchecks:

SmartCheck - Viewing Results

WOF checksheets will automatically attach to invoices when you close an invoice

Hardware / Device Recommendations

We've put together some info to help you determine a suitable device for using Smartcheck, see here:

Smartcheck - Hardware / Device Recommendations

Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket