This instructional video will run you through the setup of Timesheets and Dockets within The Fleet Office Suite of programs
Time Stamps
0:07 Introduction
0:38 Accessing forms through fleet Admin
0:58 Building forms using a timesheet example and explanation – forms, subforms, projects, units, dropdown
1:48 Creating or editing an existing timesheet
1:58 Adding item types through dropdowns
2:30 Showing preview section
3:16 ‘Mapped to’ field and information about importing & exporting
3:53 Calculation of times during day in ‘Mapped to’ fields.
4:11 Fields
4:23 Required tickbox
4:43 Adding a divider (Important for dockets)
5:22 Filling in timesheet & showing ‘Activity’ button
6:10 Assigning timesheet to self.
6:45 Creating timesheet, filling in details on phone
8:00 Activity button (start and finish times, asset, etc)
9:56 Timesheets in Fleetcentre (Dashboard)
10:22 Review (approving timesheet)
10:58 Setting up in settings (pay period)
11:31 Exporting timesheet
12:14 Assigning a Timesheet to users or departments
13:26 Dockets – Introduction & overview
14:46 Editing/creating form
15:00 Location
15:56 Creating a new docket on phone/tablet
17:09 Loading & tipping at site
17:52 Tipping
18:42 Info about submitting to main portal for admin purposes
19:15 Setting up dockets in fleet centre
19:31 Templates setup
19:50 Docket email
21:05 PDF templates
21:29 Reviewing, editing, changing status of dockets
22:01 Previewing PDF & sending a docket via. Email
22:30 Exporting dockets