Your agency administrator controls whether or not Custom Forms are available for selection on Fleet Vehicle or Fleet Vehicle Assignments. For more information on availability of Custom Forms, refer to your agency administrator.
To Add a Custom Form to a Fleet Vehicle
1. Choose one of the following options.
Option 1
a. Access Manage Vehicles > Fleet Vehicle Search > Fleet Vehicle Search Results.
For details on accessing Manage Vehicles, refer to Fleet Manager.
b. Click the Add Custom Forms icon .
c. Select the available Custom Form from the list.
d. Go to Step 2.
Option 2
a. Access Edit Fleet Vehicle and click on the Vehicle tab, if not already on the tab.
For details on accessing Edit Fleet Vehicle, refer to Edit Vehicles .
b. Page down to the Attached Forms grid then select the form.
c. Go to Step 2.
Option 3
a. Access Cost of Ownership of Fleet Management.
For details on accessing Cost of Ownership, refer to Fleet Manager.
b. Click the Add Custom Forms icon .
c. Select the available Custom Form from the list.
d. Go to Step 2.
2. | The chosen form opens. |
3. | Complete the form and optionally print. |
4. | Click Save to save your entry and stay on the form, or click Save and Exit to save your entry and close the form. |
5. | If you click Save, a Submit for Review button appears. Click to submit for review if appropriate. |
6. | The Custom Form record then appears in the Attached Forms grid of the fleet vehicle record. |
Note: Custom Forms added to the Fleet Vehicle do not have an Assignment Start Date and Assignment End Date, whereas Custom Forms added to the Fleet Vehicle Assignment do.
To Add a Custom Form to a Fleet Vehicle Assignment:
1. Choose one of the following options:
Option 1
a. Access Edit Fleet Vehicle, click on the Assignments tab.
For details on accessing Edit Fleet Vehicle, refer to Edit Vehicles .
b. Click the Add Custom Form icon .
Option 2
a. From the Vehicles grid on the Edit Officer Daily Log.
For details on accessing the Officer Daily Log, refer to Officer Daily Log (ODL) Overview.
b. Click the Add Custom Form icon .
2. | Select the available custom form from the list. |
3. | Go to To Add a Custom Form to a Fleet Vehicle and page down to step 2. |