FleetMaint - General Settings

Use general settings in FleetMaint to customise The Fleet Office to your specific requirements.  

Click button to skip ahead to: 

• Click on settings from the dashboard

General Settings

Require signature on work orders?

If ticked, when closing work orders, Users will be required to sign.

Job Priority Required?

Ensures a job priority is selected before closing a Work Order - - View this collated data in Stats

Root Cause Required?

Ensures a root cause is selected before closing a Work Order - View this collated data in Stats

Fitters Required?

Ensures a fitter is assigned to a Work Order before closing

Actual Timestamps required on Work Order close?

Unticking this will allow you to close out Work Orders without having to schedule dates.

Allow Items to be closed without Work Performed?

Ticking this option will allow Work Orders to be closed out for all Priorities, without having to enter detail into the Work Performed section of each Work Item.

Work Orders require an image upload before closing?

Work Orders will not be able to be closed without an image included on the main Work Order page.  Images included in Work Order Items will still not allow Work Order to be closed out.

Turn on Auto Service creation

Once auto servicing is set up, tick box for Work Orders to auto generate. 

Light vehicle services should be created:

Set how many kms before service, Work Orders will generate for auto service schedules that are set to 'D' for distance.

Heavy vehicle services should be created:

Set how many hours before service, Work Orders will generate for auto service schedules that are set to 'H' for hours.

• Ensure you save any changes

Work Shop Hours

Set your workshop hours to allow for ease of Work Order Scheduling.

Job Priorities - Cost Codes - Hazards - Parts - Root Causes

Create items to match your servicing requirements

• Use the Add item, edit & delete functions to customise.

Job Priorities

Use job priorities to filter Work Order searches, and schedule Work Orders.

Prestart, Routine Service & Warranty are system generated priorities and cannot be removed or edited.

Cost Codes, Hazards & Parts

These categories can be applied within the Work Order

Root Causes

These are a great tool to use to see what is occurring within your fleet.  See statistics for a visual representation.

Next - FleetMaint -Prestart Settings