Record360 Decisiv Integration

Capture inspection data in Record360 and automatically sync it to your cases.

Contents

• Overview
• Before You Begin
• How the Integration Works
• What Gets Synced to Case
• Working with an Existing Case
• Creating a New Case from Record360
• What to Expect in Case After a Sync
• Frequently Asked Questions

Overview

This integration connects the Record360 mobile inspection app with the Decisiv Case application. Service providers who use both platforms can perform vehicle check-ins and digital inspections in the Record360 mobile app, with the resulting data automatically applied to the corresponding case in Decisiv.

This eliminates the need to re-enter inspection data manually and keeps the case up to date from the moment a vehicle arrives.

NOTE: This integration is available to service provider locations where the Record360 connector has been enabled. Contact your system administrator or Decisiv representative to confirm availability at your location.

Before You Begin

To use this integration, the following must be in place:

• Your location must have the Record360 connector enabled in Decisiv.
• You must have a Record360 account with access to your organization’s workspace.
• The vehicle being inspected must have a valid VIN that exists in Decisiv.
• For updates to be applied to an existing case, an open case for that vehicle must exist at your location in Decisiv.

NOTE: Record360 and Decisiv use separate login credentials. Your Record360 login is not the same as your Decisiv login.

How the Integration Works

The integration is triggered from the Record360 mobile app. After completing a check-in or digital inspection, Record360 sends the inspection data to Decisiv, which automatically applies it to the appropriate case.

The connection relies on the vehicle’s VIN to match the inspection to the correct asset in Decisiv. When an open case for that asset is found at your location, the case is updated. If no case is open, a new case can be created.

NOTE: Because the sync happens automatically after submission in Record360, confirm that the correct case is selected before completing the inspection. Data is applied to the case as soon as it is received.

What Gets Synced to Case

The following inspection data from Record360 is applied to the case in Decisiv:

NOTE: Digital inspection outcome PDFs are only generated when a configurable checklist inspection is completed in Record360. Standard check-ins without a digital inspection do not produce a PDF.

Working with an Existing Case

Linking the inspection to an existing open case in Decisiv via this integration ensures the inspection data is applied to the correct record.

• Open the Record360 mobile app and begin the vehicle check-in or inspection process.

• When prompted to link to a Decisiv case, enter the Case Number or search by VIN to locate the open case.

  

• Select the correct case from the results.
• Complete the check-in or inspection in Record360.
• Upon submission, Record360 sends the inspection data to Decisiv. The case is updated automatically — no additional action is required in Decisiv.

NOTE: If you are unsure of the Case Number, look it up in Decisiv before starting the inspection in Record360

Creating a New Case from Record360

If no open case exists for the vehicle in Decisiv, the integration can create a new case and apply the inspection data to it.

• Begin the check-in or inspection in Record360 as usual.

• When searching for a case, confirm that no open case exists for the vehicle at your location.

  

• Tap Create New Case and enter the complaint as reported by the customer. Decisiv will create the case using the vehicle’s VIN and the available customer information.

  

• Complete the inspection in Record360. The new case will be updated with the inspection data upon submission.

NOTE: Case creation requires that the vehicle’s VIN is valid and recognized in Decisiv, and that customer information can be matched or created. If the VIN is not found or customer data is incomplete, the case may not be created successfully. Verify the VIN in Decisiv before starting the inspection if you anticipate any issues.

What to Expect in Case After a Sync

Once Record360 submits the inspection data, Decisiv processes and applies it to the case. You do not need to take any action in Decisiv to trigger the update.

After the sync completes, you should see the following reflected in the case:

• The odometer field was updated with the reading captured in Record360.
• The complaint field is populated with any intake notes entered during the inspection.
• A note in the Notes section containing a link to the video inspection recording (if a video was captured).
• Photos and images from the inspection are available in the Attachments section.
• A digital signature file in the Attachments section (if a signature was captured).
• A PDF summarizing digital inspection outcomes in the Attachments section (if a digital inspection was completed).

NOTE: Processing time may vary. If the data does not appear immediately, allow a few moments to pass and refresh the case before troubleshooting.

Frequently Asked Questions

Does this integration work for all vehicle types?
The integration works with any vehicle that has a valid VIN recognized by Decisiv. The VIN is used to match the inspection to the correct asset and case.

What happens if the VIN entered in Record360 is not found in Decisiv?
If the VIN does not match an asset in Decisiv, the integration cannot locate or create a case. Verify that the VIN is entered correctly in Record360 and that the asset exists in Decisiv before starting the inspection.

Can I use this integration on any mobile device?
The integration is initiated in the Record360 mobile app, available on iOS and Android. Decisiv is accessed through the Case application on your location’s devices as usual.

What if I completed an inspection in Record360, but the data did not appear in the case?
First, confirm that the correct case was selected in Record360 before submission, and that the integration is enabled at your location. If data is still missing after a few minutes, contact your system administrator or Decisiv support.

Are my Record360 credentials the same as my Decisiv credentials?
No. Record360 and Decisiv are separate platforms with separate login credentials. You will need to sign in to each application independently.

Can I edit the inspection data after it has been synced to the case?
Yes. Once data appears in the case, you can edit it in Decisiv as you would any other case information. Editing data in Decisiv does not affect the original Record360 inspection record.