Fleet Officer

By having the Fleet Officer permission category, you can perform the following in the Fleet Management module:

• View fleet vehicles currently or previously assigned to you.
• Search all vehicles regardless of the assignees.
• Assign a vehicle to yourself or add yourself to an existing assignment.
• You can create and edit Fuel & Oil records and Service Requests to your assigned vehicle.
• You can delete or edit Fuel/Oil/mileage records that you have created, but not records created by others.
• You can add an existing custom form to the vehicle.
• Add attachments to your assigned vehicle.

Note: Only Fleet Managers and Administrators have the ability to add, update, and delete Fleet Vehicles.

Below is an overview of the basic functionality:

1.   Click on the Records Management menu then Fleet Management sub-menu to open the Fleet Management page.

2. Click the Manage Vehicles button to access Fleet Vehicle Assignments.
3. Vehicles Currently assigned to you display by default. You also have the option to change the Display to view vehicles previously assigned to you.

 

You may also search all vehicles, regardless of the officer assignment. Click on the Search Vehicles icon to display the Fleet Vehicle Search window.

For details on searching all vehicles refer to Search All Vehicles .

4. You can change the number of entries that appear in the grid. Click on the Show Entries and select 10, 25, 50 or 100. The default is 10.

5. Click the to view the record or to edit.
6. Click the icon , if available, to quickly add a custom form to the fleet vehicle without entering edit mode in step 5.

Note: This icon displays only when custom forms are available to add to the assignment.

For details on adding a custom form, refer to Add Custom Forms to Fleet Vehicle and Assignments.

7. Click the icon to quickly add Fuel/Oil/Mileage, if available, instead of entering edit mode in step 5.

a.   The Fuel/Oil/Mileage form opens.

b.   Complete the form then click Save.

c.   The Fuel/Oil/Mileage record then appears on the fleet vehicle record.

8. You can also optionally Search or filter Vehicle Assignments to return a list that only matches the entered text.

Enter the text you want to search on in the Search text box, then click the Search button or press Enter to display only records matching the entered text. The displayed list dynamically changes based on the entered text. For example, enter Ford to list only vehicles that contain the word Ford. Click Reset to remove the entered text and display all vehicles.

9. Click Go Back to return to the Records Management menu, from which to access the different Online RMS modules.

For information on Records Management, refer to Records Management Button.