Fleet Management
Work Orders Tab
The Work Orders tab tracks all work orders created for fleet vehicles. Work orders can be created either from the Fleet Information window for a fleet vehicle or from the WO Templates button in the sub-menu of the Work Orders tab.
Advanced Search
1. Click the Advanced Search button in the sub-menu.
2. The Advanced Search allows the user to search by any fields in the application. Enter the desired search parameters and click Search.
3. Searches can be saved for later ease of access. To save a search, click the Save Search button before clicking Search.
View Saved Searches
1. To open a work order saved search, click Open Saved Search in the sub-menu of the Work Orders tab.
2. Select the saved search from the drop-down menu and click Open. To edit the parameters of the saved search, click the Edit button.
3. Alternatively, select the saved search from the Select View drop-down menu located in the upper right-hand corner of the Fleet View table.
Maintenance Types, Categories, and Statuses
Maintenance Types
1. To add a Maintenance Type, click the Add Type button with the side menu.
2. Enter the Maintenance Type name, select the category for the new type, and enter a brief description. Click Add.
3. To add items to a Maintenance Type, click the blue Items button in the Type's row in the table.
4. Enter the Maintenance Type Items and click Add New. Repeat for all necessary items.
Maintenance Categories
1. To add a Maintenance Category, click the Add Category button within the side menu.
2. Enter the category name and check whether or not to count the maintenance category toward unanticipated repair costs.
3. Click Add.
Maintenance Statuses
1. To add a new Maintenance Status, click the Maintenance Status button in the sub-menu.
2. Enter the new Maintenance Status and click Add New.
Click on the row of an existing status to edit or click the red X at the end of the row to delete the status.
Schedules
1. Under each section, fleet vehicles with an upcoming scheduled maintenance display in black. Fleet vehicles with an overdue scheduled maintenance display in red.
2. To open the Information window for the fleet vehicle, click the View button near the end of the fleet vehicle’s row in the table.
3. To schedule the maintenance using the preset template, click the Create WO button at the end of the fleet vehicle’s row in the table.
4. To extend or reduce the frame of scheduled work orders being shown, enter in the desired amount in the Due In box at the upper right-hand corner of the section.
Fleet Management Tutorials