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. 

 

Click the button to skip ahead: 

 

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.

• 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 

Creating Docket PDF Templates

Go the FleetAdmin - Creating PDF Templates for how to create Templates

Creating Docket Email Templates

Go the FleetAdmin - Creating Email Templates for how to create Templates

View / Email Docket Individually

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

Email Multiple Dockets

• Tick on required Dockets
• Click on Bulk Actions
• Choose Email

View / Send Docket

• Select the required Email Template 

• Enter the email address - It is possible to add static emails into Email Templates
• Ensure you hit Enter or Tab - The email address will need to be boxed in purple

 

Adding Attachments to Emails

• Click on Attachments

• Select the required Template from the dropdown
• If you have selected multiple Dockets, select a template for each
• Once templates have been selected you can View Pdf

• Additional files - Attach any images or forms that are required
• Click on back
• Selected Dockets will be listed in email & next to the attachments
• Click on send to email

Set up Auto Emails - Settings

Set required Actions for each Form. Set email & PDF templates. Set each Docket form action & set emails directly from this page

• Go to Dockets
• Settings

This will list out all of your Docket Forms, use the search bar to filter.

Action

Set the email action for each Docket.

No Action

Emails will not be sent from the system

Auto Email

When a User submits a Docket, it will be automatically emailed.

Operator Email

After a Docket is submitted Operators will be able to email from their mobile device.

Email Addresses

Email Addresses	Manual - Add Email Address to each docket  Automatic - Form fields with the role email will be
Email Template	Choose Email Template to be used in email
PDF Template	Choose the PDF Template to be used in email Add Additional Files to be included in Email as attachments

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

 

Next Step > Email Dockets from TFO App