FleetAdmin - Asset - Notifications

Use notifications to create calendar based notifications for a specific Asset.  Choose its frequency and who will receive the notification.  Notifications can also autogenerate a Work Order in FleetMaint on its due date. 

Click button to skip ahead in article: 

Go to FleetAdmin

• Assets
• Select required asset
• Click on the notification tab

Notification Settings

Name	Name the notification
Frequency	Set how frequently you require the notification to occur.
Recipients	Choose from the dropdown the users to receive notifications
Due Date	Set the due date of the notification
Send Reminder Email	Use the drop down to select the required number of days or weeks before the due date of notification to receive email notification

• Click the 'add notification' button when you have filled in the relevant fields

Once the notification is added, it will appear in the list.  There will then be additional options you can apply.

Extra Fields

You can add extra fields to the notification if you require some more information to be included.

Adding Recipients

See who the recipients currently are and add more in required. You can also select whether or not to send the notification to the assets assigned driver.

Work Orders

Clicking the checkbox "This Notification will create a Work Order" will allow you to use this notification to generate a Work Order in FleetMaint. Set 'Work Order Priority' from drop down. It will also allow you the option to add work order items. Continue clicking add item until you have built the required Work Order. 

Adding Documents

You can select a document that is attached to the asset and display it with a notification.  You can also choose to attach document to a Work Order.

Copy, Delete & Edit Notifications

Copy	Allows you to copy a notification and apply it to another asset to save you from creating it multiple times

Delete

Click the 'x' to delete the notification.

Edit	Edit will allow you to change details of the notifications behaviour as well as trigger the notification early if required.

See below example of email notification that has a Work Order option added.

Skipped Notifications

Skipped Notifications are notifications that were not processed because the due date passed while the asset was unavailable for notifications.

This usually happens when the asset was:

• Deleted, or
• Marked status as Disposed Of, Out of Service, Sold or Withdrawn In Asset Details when the notification became due.

You can find number of skipped notifications with the Asset Notification Page 

or 

Top of your FleetCentre Menu 

To view skipped notifications

• select View Skipped List 

• Your asset notifications overview will appear with Skipped Notifications showing in red at the top of the list

Reactivate Notifications 

To reactivate the notification, either:

• Click Edit on the notification and select Trigger Notification Now, 

  

  or

• Click Edit on the notification and enter a new due date.

Note: Deleted assets and assets with an inactive status (Disposed Of, Out of Service, Sold or Withdrawn) are not included in this list.

Video Tutorial: 

Next Step - Asset - Risk Assessments