Records must always be updated manually once a vehicle is back in service. The only time this process is automated is when a parent asset is updated to “In Service,” which also updates the child asset.
Records must always be updated manually once a vehicle is back in service. The only time this process is automated is when a parent asset is updated to “In Service,” which also updates the child asset.
The Operator data sheet has 3 main steps to complete.
This data helps us set up and prepare your account.
Step 1
Add your workshops
Enter the company name and address for the workshops responsible for regular maintenance of your assets.
Step 2
Add your vehicles.
Use drop-downs to add assets: select type, manufacturer, model, and primary repairer. Required fields are marked (*).
Note
Please note this data is used to setup up your fleet list details and does not create schedules. Schedule imports are available separately if required.
Step 3
Add your users
Enter each user’s name, contact, and role (e.g., Driver, Administrator). Multiple roles are allowed. See the final tab for role definitions. User limits depend on your contract.
Step 4
Additional Information
O-licence data: Enter your O-License details here to set them up on your account. You can assign vehicles to the O-License number in Step 2
Depot Data: Complete this step If you have multiple locations that vehicles and drivers operate from.
If you are unsure on how depots may affect your account set up. Please contact the implementation team.