FleetAdmin - User Details

Once a User has been created, it is possible to add Tickets, Drivers Licence details, assign Forms & set Assets that users can operate for FleetHire Allocations.

Select Button below to jump to: 

• Go to FleetAdmin
• Users
• User Details

• Select User

 

Enter User Details

Qualified as Fitter/Mechanic	Ticking this will add the User to FleetMaint Work Order Scheduler & allow Work orders to be allocated
Department	Departments can be created in FleetAdmin - Organisation
Position	Positions can be created in FleetAdmin - Organisation  and in Induction - Adding Positions. Positions link with FleetSafety by assigning Tickets & Training specific for that Position
Drivers Licence Number	Enter details
Highest Licence Type	Use the dropdown to select the highest Licence Type obtained. This will link Asset Licence Type required & Enforcing licence requirements on all Assets in Prestart App Settings Licence Type will also display as Valid Licence ticked in FleetHire Allocations

Allocate IVMS IButton / Fob

Read How to Assign an IVMS iButton / Fob to staff article

Assigned Forms

• Ensure User has a Form Type module ticked in User Access Control

• Select the Form from the dropdown
• Click to Assign
• Click on the red Unassign button to remove forms from Users

Only Users with a Form assigned will see it on their App.

Select Assets User Can Operate

Setting Assets that User can operate works together with FleetHire - Allocations.  Allocations allows you to match Users with the Assets they are competent to operate, with most qualified Users coming to the top of the list.

• In order to select the asset users can operate in FleetAdmin, Users must have the Allocations User permission granted from User Access Control in FleetAdmin.  Users receiving the Allocations must also be an Allocations User.

• Asset Types from your Asset List will be shown
• Drag & Drop the Asset Types the User can operate into the Selected column
• Save

Add Tickets

• Click on Select
• Type in Ticket Name, 
• If Ticket not in drop down, click on Create

• Choose if Ticket requires an Expiry an Issue date or both

• Drag and drop of Click to select the Ticket to upload
• Add Issue or Expiry date if required
• Verify Ticket

• Click on the X to remove Tickets

Tickets can also be loaded in Induction by User or Admin

Delete Users

• Scroll to the bottom of Users Details

• Click Delete

Reinstate Users

• Go to FleetAdmin Users
• Tick the Show Removed Staff option 

• Removed Users will display in red
• Click on required User

• Scroll to the bottom of the User Details page & click on Restore

Next Step - FleetAdmin - User Access Control