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Click the button to skip ahead:
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Create Docket Form
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Read FleetAdmin - Forms for how to create the Docket Form.
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Review Dockets
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- 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
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Go the FleetAdmin - Creating PDF Templates for how to create Templates
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Creating Docket Email Templates
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Go the FleetAdmin - Creating Email Templates for how to create Templates
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View / Email Docket Individually
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- From Review go into required Docket
- Scroll to the bottom of Docket to View/Send Docket
- Go to View/Send Docket below
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Email Multiple Dockets
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- Tick on required Dockets
- Click on Bulk Actions
- Choose Email
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View / Send Docket
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- Select the required Email Template
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- 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
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Adding Attachments to Emails
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- 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
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- 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
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Exporting Dockets
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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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