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      Edit Canned Notes/Recs From An Existing Inspection Template

      How to edit canned notes/recs on an existing inspection template in Next Gear

      Things To Note

      • If you delete an Inspection point the notes/recs associated with it will be lost also. Consider renaming it instead.

      How To

      1. Open a web browser and go to  nextgear.boltontechnology.com  

        1. This is the main log in page for the Next Gear application

        2. Enter your Cell Phone number into the text field with the mobile device icon

          1. Select the Send Access Code button

          2. You will receive an Access Code via text message and email to the phone number and account email that was provided

          3. Enter the Access code in the provided text field

          4. To stay logged into your account select the checkbox provided

          5. Select the Sign in button to proceed

            1. Select your shop location by selecting the corresponding button

            2. To Add a new location select the add location button

          6. Proceed to the next step of this page below

        3. To create an account see Create an Account

      2. From the inspection view of the Next Gear application

        1. Select the Settings option from the top right of page (the gear icon)

          1. On the left of the page under the NextGear heading

          2. Select the Inspection Editor button

          3. Select the Inspection you would like to edit

            1. From the Groups Page

              1. Groups will keep your inspection points organized; for example, you may have a Group named Brake System on this inspection template and under that you will have all of your brake check point descriptions 

            2. Select The Group that the inspection point you would like to edit is located under

              1. From the Points screen, select the Point that contains the Notes/Recs to be edited

                1. From the Canned Recommendations/Notes page

                2. Select the 3 dot button to the right of the Note/Rec to be edited

                3. From the pop up menu select Edit

                4. From the Edit Note/Recommendation pop up window

                5. Make the desired changes to the Edit Recommendation pop up window

                6. Select Ok to confirm or Cancel to cancel