This is a summarised guide to get started with Smartcheck, for the full details and links to more comprehensive information please see the full User Guide here: SmartCheck - User Guide
*Please note Smartcheck is only available to customers on a Support contract.
TABLE OF CONTENTS
- Step 1: Activate the Addon
- Step 2: Update Company Details
- Step 3: Set up users
- Step 4: Initial Export of Jobs
- Step 5: Initial Import of Checksheets
- Step 6: Start your first eWOF check
- IMPORTANT: Waka Kotahi Requirements in regards to Electronic WOF Checksheets
Step 1: Activate the Addon
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.
In Orion go to Workshop > Misc > Smartcheck > Setup
Click Activate Smartcheck Addon to enable the feature:
Note - to check pricing and terms, you can click the Usage Plans button at the bottom of this screen
Once the addon is activated, the screen will change to look like this:
If you do WOF Inspections, tick the I Perform WOF's tickbox and enter your NZTA/Waka Kotahi supplied AVIC No.
IMPORTANT: Write down the COMPANY CODE displayed on this screen, you'll need it later when you log in to the Smartcheck site to use the checksheets.
After that, click the "Company Details" button to start Step 2.
Step 2: Update Company Details
After you click the Company Details button, a browser page (like below) will open:
Fill in the address and contact details fields. If you are doing WOF inspections, ensure the AVIC number is correct.
Click Save when complete and you can then close the browser window.
Step 3: Set up users
Go back to SAM/Orion and click the Logins button on the Smartcheck Setup screen.
This should open up the following browser page.
Click New to add your inspectors/technicians
Now just enter the details in the page below:
(2) unique Login Code and
(3) Password for this user
(4) Inspector No is mandatory if this user will perform WOF checks
(5) Job Form Access &
(6) WOF Form Access
Step 4: Initial Export of Jobs
This is a one-off process to export all the job data from your SAM/Orion into Smartcheck.
- Go to Misc > SmartCheck > Export
This will display the following screen, ensure Export Items and Export Jobs are ticked and click OK to begin the upload
This upload may take a while, depending on the number of vehicles in your SAM/Orion database. Ensure "Fleet Only" is not ticked on your initial export.
Step 5: Initial Import of Checksheets
This is another one-off process, to import checksheets from Smartcheck into your SAM/Orion.
- Go to Misc > SmartCheck > Import Checksheets
- Ensure Changes Only is unticked and click OK to complete the initial import
Step 6: Start your first eWOF check
Now you're ready to do your first eWOF! Time to get out your phone (or tablet).Now open a browser (on your phone or table) and go to https://www.smartcheck.co.nz/smartcheck, OR
- Enter your Company ID (from Step 1)
- Enter the Login ID and Password (created in Step 2)
- Tick Mobile Mode if using a phone/tablet.
If you select Job in the screen above, you will see the following screen.
Select the appropriate Job - then click OK
Select the appropriate Checksheet (see #1 below) and click Start to proceed with the check.
For details on how to perform a check, see SmartCheck - How to process a Checksheet
IMPORTANT: Waka Kotahi Requirements in regards to Electronic WOF Checksheets
You have to keep paper checksheets in case of outages:
Consumer Information / Disclaimers: