Fleet Tab Overview

Intro

The Fleet Tab handles all information about the fleet assets assigned to a given work order. This includes anything that can be driven or towed to a work order site.

Fleet

The Fleet section is where all vehicles and trailers will be listed. Any user with access to the Work Order can add or remove a fleet record, but all changes will need approval from the Foreman during the Work Order process which is covered separately.

Add New Fleet

A fleet record can be added by selecting the “Add New Fleet” button at the bottom of the form. This will show a menu listing all fleet available. Content can be searched by fleet number or fleet name, and multiple fleet records can be selected from this drop down at one time.

To complete the assignment, select save.

Remove Fleet

The fleet assigned in this section can be removed by selecting the delete icon. If the fleet has been used for a material entry on the materials tab, it cannot be deleted unless that material record is removed first.

Note that the delete icon may not appear if your account does not have permission to delete fleet entries.

Fleet Issues

The Fleet Issues section is a reporting tool that allows the Crew to report a problem associated with any fleet record.

Issues can be created by selecting the "Add Fleet Issue" button.

Add Fleet Issue

Fleet issues can only be created for fleet assigned to the work order. Issues are any failure that affects the safety, performance, or normal use of the fleet. This can be as small as a leaky tire, or as large as an engine failure.

Issue Notes

Be sure to provide detailed notes about when the issue occurs, and any additional information you feel is relevant. All mechanical issues should be documented as soon as is safe, and before the fleet checkout is completed.

All Fleet Entered

Fleet CheckOut Stamp

Once the Fleet tab has been completed. Your name, the date, and time of checkout will display. Foreman and Superintendents can re-open this tab if additional changes are required.