You should have received login details for your r2c account, allowing you to access the E-Learning portal as shown below. Be sure to check your junk/spam folders since this email is auto generated. Please note your r2c contract/account type may affect E-Learning access. (more…)
Home »
FAQs
How do I access E-Learning?
- Account Access, Admin
How do I complete a bespoke sheet template?
- Data
For guidance on how to complete the data templates that are required when importing bespoke sheets to your account.
Please see the Completing Data Templates guide. Here you’ll find guidance for Driver check sheets and Inspect sheets. ➜
Do vehicles automatically update to in service?
- Fleet Management
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.
Do Inspections update the VOR status of a vehicle?
- Fleet Management
If a jobsheet is signed as ‘Unroadworthy’ during an inspection or service, the asset record is not automatically updated. The VOR record can be easily accessed and then updated from the jobsheet using the spanner icon
Why may a vehicle update to out of service?
- Fleet Management
- A user has manually updated the vehicle record in portal
- A driver has marked a vehicle as un-roadworthy during a check using the r2c Driver app
- When a parent asset is marked as unroadworthy, the child asset is automatically updated to VOR (Vehicle Off Road) as well.
A driver has submitted defects on the incorrect asset, can I transfer them?
- Defect Management, Driver Module
Unfortunately, if a completed check was submitted on an incorrect asset this cannot be transferred. Alternatively, you can reject the unwanted defects and then do one of the following. Ask the driver to complete a new check/report defects on the correct asset or add the defects manually from the defects page.
How do I run a report?
- Admin
To run a report, start by clicking the report icon from the header bar in Portal.
In here you will see the list of standard reports to choose from, simply select a report from the drop down list. and then apply any filters required before clicking ‘View Report’.
Once the report has loaded, you will see the results onscreen and can then download the data if required using the export button.
How do I reallocate a Job?
- Admin
To reallocate a jobsheet to a different repairer follow the steps below.
- Open the jobsheet
- Click the ‘View/Edit’ link next to the repairer’s name
- In the pop up box, clear the current repairer’s name and enter the new details. If this repairer is in you network you will see a list of matches to choose from.
- Once the new repairer has been chosen and the address details have updated save your changes
Please note your user role and permissions may affect this.
See the Booking in Jobsheet guide here ➜
How do I reschedule a Job?
- Admin, Schedules
To reschedule an individual job, you can change the Booked in Date field in Portal. To do this, follow the steps below.
- Open the jobsheet
- Click the ‘Edit Job’ button
- Next, the date and time can be amended by clicking the Calendar icon next to the Booked in Date/Time field/
- Once a new Date and Time has been chosen save your changes
See the Booking in Jobsheet guide here ➜
How can I add additional work to a jobsheet?
- Admin
To add more tasks to an existing jobsheet you can utilise one of the following options.
In Portal
- Click the jobsheet from the list to open it up.
- Click ‘Add Workline’, choose a task category
- Next, select an additional item and save your changes.
or
How can I access my own profile?
- Admin
My Profile – is available to all users of the platform, this allows them to update contact details, notification preferences and amend/reset their login information.
Please note users cannot give themselves additional role functionality unless they themselves are administrators.
Forgotten your username or password?
- Account Access
You can request a login reminder from the login page here. Simply scroll down and click the ‘Forgotten your user name or password?’ link, and then enter your registered email address to generate an automated reminder. Remember to check your Junk/Spam folders too.
How do I change my password?
- Account Access
To change your password, login to portal and click ‘My Profile’. Here you can change your username, password and pin as well as set alert preferences. You can find more details on managing user details in the guides below.
Organisation -Managing users for Operator and R&M ➜
Organisation -Managing users for Workshop ➜
How do I enable email alerts?
- Emails and Notifications
To manage your email preferences login to portal and then click ‘My Profile’ above the header bar.
In here you can choose to switch on email alerts and PDF alert emails.
Why are my modules locked in Portal?
- Account Access
If you find that modules display the lock symbol. Please log out, and clear your cache before logging back in. You can do this using the ‘problems connecting link’ on the login page. If this does not resolve the issue, contact the support desk to have your account settings reviewed.
Where can I find my license code?
- Account Access, Inspect
The inspect license code can be found on your organisation page in Portal. This can be automatically applied to your account by logging to portal first and then clicking blue Inspect icon from the header bar. This will redirect you to the Inspect login page for you to then select your name from the list and enter your pin.
For further guidance on accessing the inspect system please click here.
How do I upload a signature?
- Admin, Inspect
Any hand written signature can be uploaded to a users profile providing it fits within the size limits specified. Signatures are only relevant to technicians’ and foremen profiles. Follow the steps below to upload a signature image.
Do my drivers need to log into portal to see their driver profile?
- Account Access, Driver Module
All users can access their main profile in portal. However, drivers only need their username, PIN, and site ID to log into the driver app itself. Should you wish for drivers to also manage their main profile you can share the full credentials/password so that they can also login to portal if required. Alternatively, their profiles can be managed by the administrator instead.
How do I add Notes to a Jobsheet?
- Admin
There are a few places that you can record notes on the jobsheet depending on the intended use.The Customer instructions tab is a link between the customer and the repairer. Whereas Workshop instructions is a link between the workshop Portal and r2c Inspect, if used. Workshop instructions are not visible to the customer. Finally. each work line contains a files/notes link where you can enter comments as well as attach documents and images. This section is often used for i2i related notes.
Why can’t I find the job my customer has sent?
- Admin
If your customer is also interactive on r2c and has sent you a booking request message, this message will need to be actioned and accepted to generate a jobsheet. You can find more details on booking requests here.
Alternatively, if they have already supplied an r2c job number you can use this to search on the Jobsheets page.
Where can I find the signed Inspection Sheet?
- Inspect
You can view the jobsheet PDF in a few different places on r2c, below are a few examples.
- In Inspect, by clicking print from the menu above the digital inspection sheet
- In portal by clicking the PDF icon next to the jobsheet reference number when viewing an individual record
- In portal by clicking the PDF icon against a job on the documents page
- in Portal on the document history tab when viewing an individual asset record.
Why can’t I see jobs in Inspect?
- Inspect
To see jobs on the inspect home page they must first be marked as onsite on the jobsheet in portal. Once the job has been started they will remain in the list until completed. User roles can also affect job visibility, for example a foreman-only role cannot see any jobs until they are ready to be signed off. Please note, you can use the advanced search to display all jobs irrelevant of their status. See more on updating jobs to Onsite status here.
Where can I get instructions for the Driver App?
- Driver Module
For help with the driver module please see the Driver Module guide.
You can download instruction for the Driver App here ➜
Why can’t I see the location icon?
- Driver Module
Location reporting depends entirely on the device from which the check is being sent, there are two areas that should be checked;
1, The devices settings/Location
2, The Driver App/Configuration/location
How can I print the Planner?
- Schedules
To print a copy of the planner, click the maintenance planner link from the planner page. Then click the print icon followed by the PDF icon. This will download the current view in 6 months blocks. Should you wish to print more, repeat these steps with the next 6 months date range applied.
What is the difference between Fixed and Flexible Schedules?
- Schedules
Jobsheets created using a fixed schedule do not automatically move if an individual job is done outside of it its original booked in date.
Whereas Jobsheets created using a flexible schedule can automatically move forwards or backwards if the schedule criteria is met, you can set a custom threshold or set jobs to be restricted so they only move if work is booked outside of the original ISO Week.
For more details on schedules click here.
What if the customer I’m asking to be set up is Interactive on r2c or already exists?
- Networking
This is absolutely fine, all customer setup requests come through to the r2c support team who will validate the request and, if the customer is interactive, link their existing account to you. Where a customer is not interactive but already exists the support team will again link the existing account to you.
Only where the customer does not exist at al will the support team create an account for them, link them to you and then send login details to the customer.
How do I invite a read only repairer?
- Networking
As read-only repairers have no access to the system they would not be able to accept or reject the invite therefore a request should be made to r2c customer support. The support team can create a placeholder account for you to log jobsheet uploads against. If you require a read-only repairer setting up, please complete the below form.
Can I have more than one internal repairer?
- Defect Management
Yes, it is possible to have more than one primary repairer set up as an internal workshop, however, it remains as one per asset. This setup would allow for a percentage of the fleet to be sent to repairer A, whilst the remaining fleet could be sent to repairer B.
Can I remove a defect already allocated to a jobsheet?
- Defect Management
If you chose to allocate a defect to an existing jobsheet and need to re-allocate this to a different job or booking. You can cancel the individual work line. This will return the defect to your unallocated defect list so it can be picked up again when needed.
For more guidance on defect management click here.
How can I amend an E-booking?
If an e-booking has not yet been accepted it can be amended, re-directed to an alternative workshop or cancelled. For step by step guidance on how to do this please click here.
Who can access an asset?
- Fleet Management
A workshop user can search for all assets across the r2c platform. This is so that they can create jobs when needed even if they do not regularly manage the asset. However, the complete asset records is only granted to the workshop that is listed as the primary repairer.
As for Operators and R&M providers, users on these accounts can only see assets that are part of their fleet.
To manage who is assigned to an asset, open the asset record and on the details tab update the management details section.
How do I find an asset that already exists?
- Fleet Management
When you try to create a new asset and see a message to say the asset already exists. The system will stop you from creating a duplicate record. In this case, contact the r2c Support team so that they can find the existing asset and update the management details to make it available to you.
How do I remove an asset from my account?
- Fleet Management
To remove an asset from your account, open the asset record details tab. In the management details section remove your company name from any fields such as Owner and Operator. Change the relevant fields back to the blank option of ‘select’ and click Save.
Can all my customers view the Invoice?
- i2i
As i2i is an additional module for interactive accounts to purchase. Only interactive customers who have the i2i module enabled, will see the invoice details in portal.
Please note, invoice PDFs are nor sent via the email auto PDF function.
Why don’t I have an Invoice Button?
- i2i
In order for the invoice button to become available the following criteria must be met:
- The jobsheet must be completed, so all tasks must be complete or marked as cancelled if no longer needed,
- All costs must be marked as authorised or declined. Costs cannot still be pending or in query etc.
If you use additional modules such as Stock, if there are pending parts on a jobsheet this will prevent it from being invoiced. All stock parts should be consumed to the jobsheet in order to see the invoice button. See the Parts Held in Demand section for more details.
How do I credit a job?
- i2i
To credit a job, start by selecting the relevant workline and then choosing whether to apply a partial or full credit. Once you have entered a value, click the blue Apply Credits button.
For a step by step guide please see the Adding Costs to a Jobsheet Guide.
How do I contact you?
For help with using the system you can contact the support desk on the below details:
T: +44 (0) 114 399 2430 Opt. 2,
Portal: choose the live chat function in portal
Alternatively, if your request is regarding the implementation of your new account please get in touch on: [email protected].
