FleetAdmin - Adding Assets

Assets can be added individually, or uploaded in bulk using the Asset Importer.

Add Asset - Individually

  • Go to FleetAdmin
  • Add Assets

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The following fields are mandatory:

  • Unit ID   -  These are customisable to suit your requirements                  
  • Asset Type - Choose from the dropdown list - If the required Asset Type is not in the list, please get in touch via support@thefleetoffice.com.au for it to be added.
  • Asset Sub-Type - Choose from the dropdown list - If required Asset Sub Type is not on the list, click on Subtype not listed under the field box to create new.
  • Make - Choose from the dropdown list - If the required Make is not in the list, please get in touch via support@thefleetoffice.com.au for it to be added.
  • Model - Choose from the dropdown list - If required Model is not on the list, click on Model not listed under the field box to create new
  • Description - The description will auto-populate based on above selections.  This description can be changed.
  • All other fields are optional
  • Click Save 

Add Assets - Asset Importer

  • Go to FleetAdmin
  • Add Assets
  • Scroll to Asset Importer
  • Click on the Download Importer Template

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  • Click on Show Help Tips & Data Checking Tools to list requirements for each field

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  • Mandatory fields are: Unit ID - Asset Type - Asset Sub-Type - Make - Model - Description 
  • Choose the Asset Type & Makes already listed in the dropdown list.  If you r Asset Type or Model is not listed, please email support@thefleetoffice.com.au and we will add this in
  • All other columns are optional
  • Once you have completed entering data, save the template
  • On the Add New Asset page, drag your file into the upload section or click to select the file to upload

Import Failed - Fixing Errors

If there are errors in the data the system will display what and where the error is in the Template.

Please note: None of the Assets on the Template will be added to the system while there are errors.

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  • Work through the list of errors in Template
  • Save Template
  • Click on Retry Template
  • You will receive a message with the number of Assets successfully imported

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Video: Adding your Assets

Time Stamps

0:07 Introduction

0:35 Adding individual asset in fleet admin

0:45 Adding asset details and state

1:21 Adding extra details (financial, tracking, additional, etc) after adding the asset.

1:41 Uploading public or private documentation

1:59 Maintenance history

Next Step - FleetAdmin - Asset Details

 

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