Early Bird Pricing: You get 30 days free, then a flat monthly fee of $10 for SAM or $39 for Orion. By activating this addon, you're agreeing to this charge (but you can cancel later if you decide it's not for you!). Early bird pricing for a limited time only.


This is the full comprehensive user guide. If you want to quickly get started with SmartCheck eWoF , we recommend zooming through our Quick Setup Guide here: SmartCheck (eWOF) - Quick Setup Guide


*Please note Smartcheck is only available to customers on a Support contract and is not available on SAM Lite



TABLE OF CONTENTS.


Getting Started


Activate the Addon


SAM
To find the setup screen in SAM click the Misc dropdown, then go to Smartcheck and select Setup


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:


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:


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. 




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

or calling us on 09 583 2455