Linked Inspections

The Linked Inspections screen opens from a Work Order, Equipment Invoicing, or Traffic screen when you select the Link Inspection button or the Active Inspections button.

Topics in this section include:

Work Orders

If the Work Order has no inspection linked, the radio button appears as Link Inspection. If there is already an inspection linked to the Work Order, the radio button appears as Active Inspections.

Available forms used by the Linked Inspections screen are created in the InspectionPlus tab.

Equipment Invoicing

On the Equipment Invoicing screen, use Link Inspection or Active Inspections to open Linked Inspections for the equipment invoice. The same fields appear in the list as on a work order, and the list includes a Stock Number column so you can see which stock number each linked inspection applies to.

When the invoice has more than one stock number on the unit, IntelliDealer opens the Select Stock Number modal. Select the stock number the inspection applies to, then continue. The modal appears when you use Link Active Or Completed or Create And Link Blank while multiple stock numbers apply, and when you use the control next to a not-started form’s Form Number to associate that form with a specific stock number.

Note:  If an inspection that has not started is linked to the wrong stock number, select the icon to the right of the Form Number. IntelliDealer opens the Select Stock Number window with the stock number(s) that are on the invoice.

Traffic

On the Traffic screen, use Link Inspection or Active Inspections to open Linked Inspections for the traffic receipt. The same fields appear in the list as on a work order, and the list includes a Stock Number column so you can see which stock number each linked inspection applies to.

When the traffic receipt has more than one stock number on the unit, IntelliDealer opens the Select Stock Number modal. Select the stock number the inspection applies to, then continue. The modal appears when you use Link Active Or Completed or Create And Link Blank while multiple stock numbers apply, and when you use the control next to a not-started form’s Form Number to associate that form with a specific stock number.

Fields on the Linked Inspections screen

The columns in the list are the same whether you open Linked Inspections from a work order, equipment invoice, or traffic receipt. Equipment Invoicing and Traffic display a Stock Number column. When you open the screen from a Work Order, that column is not used; the unit’s stock number appears in the header above the list instead.

Field Description

Stock Number

The stock number the inspection is linked to. This column appears on Equipment Invoicing and Traffic only.

Form Number

The unique number tied to the inspection form.

Form Name The unique name given to the inspection form.
Description A brief description of the inspection form.
Form Status The current status of the form.
Details Related form details are displayed here.
Assignee The current assignee for the inspection form. For more information on assignees, see this document.
Approver The current approver for the inspection form. For more information on approvers, see this document.
Pre-Inspect Note (internal) User-specific notes added to the inspection form.
Customer Number The associated customer number.

Use the Link Active Or Completed button to open a list of completed inspections you can link.

Use the Create And Link Blank button to open a list of blank inspection form templates you can link.

Inspections linked to a work order cannot be removed after the work order is closed.

More on Linked Inspections for On-Demand Forms.

Security: 923 - ID InspectionPlus

Revision: 2026.04