You can assign vehicles to officers or employees, regardless if they have a user account or not.
1. Click on the Assignments tab to add, edit, and delete officer/employee assignments.
With permissions, you can click to quickly add a custom form to the fleet vehicle from the Assignments tab. For more information, refer to Add Custom Forms to Fleet Vehicle and Assignments.
Note: New Assignments cannot be created on a vehicle with a Status of Sold or Out of Service. A cannot assign message displays if you try to assign a vehicle that is no longer available.
2. | Officers/employees can be assigned two ways: Edit an existing assignment, or add a new assignment. |
Add a New Assignment
a. Click on Add Assignment to create a new assignment and enter the necessary data in the window that appears as shown below.
If you enter an End Date, the date flows into the End Date field that is located under Offer Assignment.
Note: You must enter at least one officer.
b. As you enter the officer name, a list of names appear. Click on the appropriate officer name.
For example, if you enter the letters ch, a list will appear with all officers that contain the letters ch anywhere in their name. Click on the appropriate officer name to fill in the Officer field.
The dates of the officer must be within the dates of the Assignment. The officer Start Date will default to the Assignment start date, but it can be changed.
- | A warning displays if the officer is assigned to the same vehicle at the same time or the officer has more than one open assignment. |
- | A list of officers assigned to this vehicle displays if they conflict with the new assignment. |
c. Click on Add Officer/Employee to add additional officers to the assignment, if any.
- | You can assign an officer or an employee who is not an officer. |
- | A list of vehicles the officer/employee is assigned to displays if they conflict with the new assignment. |
d. Click Save to create the assignment, or click Cancel to return to the Assignments Tab without saving.
Note: If given the always-edit assignment permission, you can edit assignments that were created by other users; otherwise, you can only edit those that are created by you.
a. Locate the Assignment you would like to edit, then click on the edit icon to display the Officer/Employee Assignment window.
b. Update the necessary information, such as Start Mileage, Comments, etc. If the Vehicle Assignment contains an End Date, that date flows into the Officer Assignment End Date field.
- | Starting mileage is entered at the time of assignment and ending mileage when the assignment is complete. |
- | A warning displays if the assignment date overlaps with existing assignments. |
c. Click on Add Officer/Employee to add additional officers/employees, if applicable. Multiple offficers/employees can be added. You can assign employees who are not officers.
d. Enter the End Date to end an Assignment for an officer, if applicable.
e. Click Save to apply the changes, or click Cancel to return to the Assignment Tab without saving.
Note: Creating a new Assignment updates the Status of the vehicle to Assigned.
Note: Assigned vehicles display to the officer in the Daily Log module.
Note: Additional officers added to the Daily Log must also be added manually to the Assignment within Fleet Management. Refer to Officers for more Daily Log information.
To close an entire Assignment, you must enter the End Date for all officers as well as the Assignment itself.
1. Click on the Assignments tab, then click the edit icon on the Assignment you want to close.
You can also end open assignments quickly. Click on the End Open Assignments icon , enter the End Date, then click Save.
This ends any open assignments for officers assigned to the vehicle.
2. | Enter the End Date. |
Note: The officer/employee End Dates must be on or before the Vehicle Assignment End Date. Also, ending an Vehicle Assignment updates the Status of the vehicle.
3. | Click Save to apply the changes, or click Cancel to return to the Assignment Tab without saving. |