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Managing Groups On An Inspection Template

How to rename, reorder, and delete a group 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 

  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 have a Group named Brake System on the template and under that you have all the brake check points

        2. To Rename A Group -

          1. Select The 3 dot button to the right of the Group you would like to rename

            1. From the pop up menu

            2. Select Rename

              1. From the Rename Group window

              2. Type into the text field your desired new group title

              3. Select Yes to confirm or No to cancel

        3. To Reorder A Group - 
          1. To change the order of your groups, press the 6 dot button next to the name of the group you would like to move

          2. Drag and Drop the group title into the desired position in the list 

            1. Repeat these steps until you are satisfied with your inspections group presentation order

        4. To Delete A Group - 
          1. Select the 3 dot button to the right of the Group you would like to delete

            1. From the pop up menu select Delete

              1. From the Delete Group window

              2. Select Yes to confirm or No to cancel