FleetMaint - General Settings

 

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

  • Click on settings from the dashboard

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General Settings

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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

Root Cause Required?

Ensures a root cause is selected before closing a Work Order

Fitters Required?

Ensures a fitter is assigned to a Work Order before closing

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

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  • 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

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