Dockets - Create, Review, Email & Export

Once Dockets have been submitted by the User, via the TFO App.  The Dockets section in Fleet Centre can be used to review, approve, email & export dockets. 

Create Docket Form

Read FleetAdmin - Forms for how to create the Docket Form.

Review Dockets

  • Click on Review
  • Use the search fields to filter required dockets.  This can be done via Date, Docket Number, Form Name, Employee or Status.

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  • Click on Docket to open.
  • Review entered data.  
  • All data can be adjusted if required from this screen
  • Use the Status dropdown to approve or reject the Docket
  • Click Save
  • Any changes will be recorded in the "Show History" section at the bottom of the docket
  • Click on View/Send Docket to email 

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Creating Docket PDF Templates

Templates enables the Docket data to be customised with Company Logo & required information.

  • Click on Templates
  • Select PDFs
  • Add PDF
  • Name Template with relevance to related Docket

Clicking the Insert Example Template button will give you a great starting point:

 

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  • The information above (Company logo, ABN, etc.) is being pulled from the Organisation tab in FleetAdmin
  • The [Completed Form] field is what attaches the information entered on the Docket
  • Click and drag required fields
  • Insert text & format 
  • Click Save
  • When emailing / viewing docket, choose applicable PDF template on bottom of email.

Creating Docket Email Templates

Email Templates enables the email to be customised with required information.

  • Under the "Dockets" tab in Fleet Centre, click "Templates"
  • Select Emails
  • Add Emails
  • Name Template with relevance to related Docket
  • Clicking the "Insert Example Template" button will give you a great starting point
  • Click and drag required fields
  • Insert text & format 
  • Click Save
  • When emailing / viewing docket, choose applicable email template  

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View / Send Docket

  • From Review go into required Docket
  • Scroll to the bottom of Docket to View/Send Docket

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  • Choose required Email Template
  • If emailing from TFO enter email address
  • Choose required PDF Template
  • Click on View Pdf, this can then be downloaded if required
  • Click Send to send email

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Exporting Dockets

The export function allows you to export docket data into a CSV file.

  • Click Export Dockets
  • Use filters to collate required data
  • Click Export
  • Use checklist to include required columns
  • Click Export

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