Self-Assign Vehicles

As Fleet Officer you can assign yourself to vehicles that are not on your Current Assignment list by searching for the vehicles first.

1.   Click the Search Vehicles button on the Fleet Vehicle Assignments window list.

2. Enter the vehicle details into the Fleet Vehicle Search window then click Search. For detailed instructions on how to search for vehicles refer to Search All Vehicles .
3. Click the edit icon to the right of the vehicle in the Fleet Vehicle Search Results window you want to assign.

Note: Vehicles with a status of Sold or Out of Service cannot be edited by an officer.

With permissions, you can click to quickly add a custom form to a fleet vehicle from the Fleet Vehicle Search Results. For more information, refer to Add Custom Forms to Fleet Vehicle and Assignments.

4. Click on the Assignments tab from the Edit Fleet Vehicle window.

Click Go Back to return to the Fleet Vehicle Search Results window, if you wish.

5. Officers can be assigned two ways:  Add yourself to new or existing assignment.

Add Yourself to a New Assignment

a.    Click on Add Assignment on the Edit Fleet Vehicle window to create a new assignment and enter the necessary data.

The Officer/Employee defaults to you and cannot be changed.

b.   Enter your Start Date if different than the default.

c.   Click Save to create the assignment, or click Cancel to return to the Assignments Tab without saving.

Add Yourself to an Existing Assignment

a.   Locate the Assignment in the Edit Fleet Vehicle window, then click the edit icon to display the Officer/Employee Assignment window.

The bottom Officer/Employee defaults to you and cannot be changed. Other fields in gray cannot be changed.

b.   The Start Date defaults to the current date but may be changed.

c.   Enter the End Date and Comments, if applicable.

Note: To end the Assignment, there must be an End Date on the Assignment itself.

d.   Click Save to apply the changes, or click Cancel to return to the Assignment Tab without saving.

Note: You can create or edit Fuel and Oil and Service Requests for the vehicle once you have assigned yourself to the vehicle. For details refer to Manage Fuel, Oil, and Mileage.

Your new assignment puts the vehicle in ODL and sets status to Assigned. The new assignment also appears in your Current Assignments window.

End Self-Assignments

To close an entire Assignment that you assigned to yourself, you must enter the End Date on both the Vehicle Assignment and Officers/Employee Assignment sections. You cannot close an Assignment that was created by another user.

Note: The End Dates must be on or before the Assignment End Date.

6. Click Save to apply the changes, or click Cancel to return to the Assignment Tab without saving.

Delete Assignments

You may delete assignments that are created by you, and only when you are the only officer on the assignment.

1.   Locate the assignment to delete then click on the Delete icon .

Note: You do not have the authority to delete assignments without a Delete icon under the Actions column.

2. A confirmation window appears. Click Yes to delete or No to exit without deleting.