The CheckedSafe back office area is where you can manage your complete fleet and staff
Manage the daily defects,/checks and manage your fleet
Manage you asset including reminders, scheduling and storage of documents for both staff and vehicles
Set up reminders and email groups for information and actions
Set up schedules for service, maintenance, MOT, LOLER etc.
Send out messages accordingly to staff
Manage your fleet entirely
Manage your staff entirely
Point your web browser to the URL http://app.checkedsafe.com/ and you will be presented with the login screen. Below is a screenshot of the login page; login with your username and password and if successful you will be taken to the dashboard. If you have trouble logging in or you are refused entry to the system, then raise a support call firstname.lastname@example.org or 01282 908429.
Note the data once submitted cannot be edited or deleted if a mistake is make you simply dthate task again with the correct information this is a postive approach as it indicates a fully compliant process
Dashboard Screen provides live daily information clicking any seqment will take you to reports – this will be
your daily view, it can be viewed on Desktop/Ipad/Tablet/Phone – anything with an internet/web portal link
The dashboard provides an immediate overview of your live daily fleet. It indicates:
Filter by depot using the drop down menu labelled “Company”
Filter by Check name using the drop down menu labelled “Check”
The Pie charts show clearly a snapshot of today and includes:
Vehicles fit for service
Vehicles checked as part of fleet total
Vehicles passed fit and vehicles still on fail (defect)
By clicking on any of the segments it will take you to the list of checks by that type, such as direct to failed
All your staff are here at a click - you can manage EVERYTHING about them from here and store all documents accordingly
By Clicking View team you then get a menu page to search by login, name, email etc. Type in any of these sections and press search, the team member will then appear, and you can click the hyperlinks to view the profile or view that person’s last check or all checks.
Tip: the view is always default to active users to view any specific roles you can use the dropdown filter box for Role, and you can also use the dropdown labelled enabled to view any disabled users
You can view all your team, to do this don’t specify any search criteria just click view team and click search
In this section, once you have the whole team on view you can click any of the “blue” hyperlinks which will take you to whichever section you wish to have a look at, this page also provides information on:
Login – users login and name
Role – what level of responsibility they have in CheckedSafe system
Enabled (current status)
Depot – which Depot the user is assigned to
Latest Device – The latest information on what device has been used (if any) to do a check
Last Check – Information on last check done
All Checks/Inspections – Link to view all that persons check
Viewing the individual team member details by clicking on their actual hyperlink on the view team page
User profile page – here you can see all details and can tick options for that user, you may also disable the user, so they no longer have access. There are other options within the user profile area that will assist you in managing the staff member, which are listed below:
Managing Team Options
Send notification – you send the user a notification from here direct to their App
Generate a report for user on all checks they have undertaken
Email Summaries – If they are back-office staff, they can have daily or weekly summary emails set up which provide a snapshot of the daily /weekly output (Checks done, who’s not checked, too fast, too slow, reminders for staff/assets to be serviced or certain renewals up and coming and any outstanding defects that require action)
Loneworkers – You can also in the section manage (if you have Loneworkers) your LW profile emails
User Documents – Adding documents to this profile and pushing out to the handset is a really good feature you can push out any document to the App such as Handbook, Driver Licensing etc.
GPS and Geo Fence – If you have the option of GPS and Geo fencing within the app (this is our tracker, and you can geo fence locations and receive notifications of entry/exit with/without checks/defects
The screen shots on the next page show you how/where (as per the above options)
GPS and Geo Fencing
A very basic but effective tracking module within our app - NOTE: its tracking the device not the vehicle
If you have opted to use our versatile tracking option this is where you can configure your users/Geo fences and track your vehicles/staff. This is a great product to help you track and manage your team (it is an additional chargeable product).
Once you have set up your user parameters – this is very straight forward – in the user profile click the “Override Defaults.
Enter the days and times you wish to Geo tag your staff click enable and ADD this creates the Geo tracker to operate as long as they are logged in during those times
Once created you can now use the GPS and Geo Fence menus, left hand menu GPS & Geo Fence – this allows you to create Geo Fences, View Geo Fences, View current location, look at users journeys. Very useful tool – its driven by Geo locations and will alert you if no check done or any defects live if the enter/exit the geo fence.
View created Geo fences or create your own this allows you to control the areas and entry/exit reports for Defects and/or Checks completed/not completed. To create new Geo Fence click Create new, draw your Geo Fence, name it and set your parameters.
There is a full history log of all GeoFence events – these are records of all triggered events recorded against all your Geo Fences set up you can view each one and review each Geo fence if required
You can view the current location of your users (it will be the last recorded point) zoom in/out and click on the user will allow you to dive in deeper to the data.
You can also look at the user’s journey – the system stores ALL previous journeys so you can search by user and by date, if you hover over the journey (black arrows) you will be able to ascertain the speed.
You can also see your users’ frequent journeys over a period (shown below as a heat map (green/yellow/Orange etc))
Managing Users Adding/Ending a User
The user login must be unique across the system (see note below)
The role must be selected from the dropdown
The company will default to the one your logged in as if you have a hierarchy you can pick where the new user is to be allocated
Password should be set.
The User Enabled box should be ticked
The other details should be entered as standard you can specify which templates the user can see and if they are a back office user, what emails they can receive
If creating a Manager/Supervisor once you submit – additional options will appear (email schedules etc)
TIP: DO NOT overwrite the user if you want to add a new user as all historical data will then tag to the new user, if you want to add a new user, you must click again Create and edit User and you will see the screen as below
If you get a message “USER ALREADY IN THE SYSTEM” but you know you don’t have that person, it will be in the Global Checkedsafe system – think Gmail!
If you’re setting up a user who is a 3rd party and you’re using the Notification group to allow them to manage defects, see below: (Notification Groups) leave the email section blank in their profile – otherwise they will receive all emails and you can also edit their role and permissions which can be found further on in this section.
PLEASE NOTE: IF YOUR USING THE LICENCE CHECK MODULE IF YOU DO NOT DISABLE USERS WHEN THEY LEAVE YOU WILL BE CHARGED FOR A LICENSE CHECK ON THAT USER IF THEY ARE SET UP – THEREFORE PLEASE MANAGE STAFF ACCORDINGLY
Assigning Check to Users
In this section you can tailor what users can see, this cuts down the margin for error. If you have lots of templates and not all users need them then you can assign templates to the user and this will cut down what they can see and use via the app
If you use 3rd Party maintenance providers or you need others to see certain vehicle defects, you can do this by creating Notification groups. You can also add those users as a user and define their Role and Permissions which we will cover next, this is so they can log into the system and action any tasks.
There is an alternative way of setting up a notification group – this is only done by our support team so if this is something you would like then contact email@example.com and discuss notification to a 3rd party for maintenance
Setup page for Notification Group
Roles and Permissions
In this section you can create your own Roles and name them whatever you wish and also allocate permission levels. NOTE: this is also where you can make mistakes in creating the Role and losing a link for a user so if they cannot do something its usually in here that it has been edited wrongly
The core set of levels pre-set are:
Driver – App only
Engineer – App and back office for Defects only
Transport Manager – full access to all back-office system and the App
Creating you own is very simple, click Create New, enter job title, allocate permissions and submit, then once submitted you can then assign users to that profile – BE CAREFUL NOT TO EDIT YOUR OWN ROLE SO THAT YOU DONT HAVE ACCESS – If you do contact firstname.lastname@example.org ASAP
Documents to User Profile
You can add documents to individual users and optionally push out to the app so the user can see them in the “documents tab” on the App, you can also track the amount of times the user has looked at the documents
Two options of how to do this:
Individually by user: find your user you wish to upload the document to and simply “Assign to the App. OR of you are for example loading a Staff Handbook that you need all the staff to see and also other generic documents you may wish to create a unique user such as docs@smithltd (example only) – load all the documents into that “User” and push out to app from there – this is really handy as you can track and store the core files in one place and also add a schedule reminder to update/review
Once assigned to the app the user has full access to whatever you have loaded. To check if they have opened it click the “assign to App” in the user profile and it will tell you how many times it has been opened. You can upload Word, Excel, PNG, JPG, PDF and MP4 videos.
If you wish to load the same doc/vid to lots of users, create a unique profile for example and load all the core documents to that profile and send out to all from that profile – this is an easy way to manage the process.
View Vehicles (we generally use Vehicles in our description but "Vehicle can be anything you wish - Plant/Asset etc")
In this section clicking view checks allows you to:
See the full list of your active fleet (you can filter at the top to view Ended Vehicle/Vehicle Off Road Vehicle or All Vehicles in both sections) – the default setting is to show active only
You can filter out by Registration, by depot, by supplier and by dates checked
The main vehicle list you can:
Vehicle Registration – Hyperlink to vehicle folder by clicking the vehicle registration/ID
Mileage (weekly average) See all last mileage/hour’s data and hyperlink back to that section in the vehicle folder
Vehicle Supplier – handy for filtering and report on suppliers
Start Date – What date did the vehicle start
Depot – Which depot – if you have multi-sites
Last check Date
Defect status – Green all clear, Yellow – Serviceable, Red – Defect
Data If you have opted for the DVLA data, you can click the black symbol and that will bring up the V5 data
Checks/Inspections – Link direct to all the checks for that vehicle
Extract all in excel for just fleet or by DVLA data
A great page to see your fleet and then navigate from here
The "Vehicle" could well be an Asset/Building/Plant/Machinery if your not using this for vehicles contact email@example.com and we can change the headers to match your asset
In this section you can add and manage vehicles or Assets:
Enter the vehicle registration/asset ID – NOTE: is using a private reg and transferring a reg from an another vehicle please contact firstname.lastname@example.org as you need to save the old information before creating new info and we can help you do that.
Enter Vehicle ID (Optional)
Enter Depot – if multisite
Enter Type – Optional data
Use dropdown to add category – this is critical as the default is standard charge – if your category is not in the dropdown contact email@example.com to assist (you can update this later so it will not hold you up waiting)
Enter Start date
Enter Mileage/Hours (Optional) – but critical if your going to use scheduling based on mileage/hours
Enter Date of Mileage/Hours (Optional)
Enter Supplier – useful if you have a lease vehicle or have maintenance by 3rd party
Enter Cost Centre
All Checks is ticked by default which means whatever is allocated this vehicle will see all – you can filter out which will be assigned to the vehicle
Tick (or not) load vehicle data – this will bring in the V5 data – you can add more data into this section as you see fit
You can tick the managed by button – useful for searching quickly on multi depot systems
To end the vehicle click end vehicle in the folder (the data is archived and you can find it my filtering the view on the view vehicle page
NOTE: IF YOU HAVE ADDED THE VEHICLE TO A SCHEDULE – ENSURE YOU REMOVE IT FROM THE SCHEDULE IF YOU END IT AND ALSO IF YOU HAVE ADDED IT TO THE FLEET AND WANT IT IN THE SCHEDULE YOU NEED TO ADD IT TO THE SCHEDULES (SCHEDULES ARE IN CHAPTER 36
Note: If you get a message vehicle already in the system this could be in another depot if you have multisites in our system and it could be VOR or Ended, you can at this stage contact firstname.lastname@example.org if you have a Head Office administrator they can move that vehicle for you
PLEASE NOTE: THE SYSTEM CHARGES BY VEHICLE/ASSET SO IF IT IS ACTIVE IT IS CHARGED SO PLEASE KEEP YOUR FLEET/ASSETS UP TO DATE.
View the Vehicle Folder
Very similar to view the staff folder and set up is the exact same
When viewing the vehicle folder there is a host of information to look at in this section and has the liking of a filing cabinet drawer for all your vehicle documents.
The top section you can:
Create and Edit Vehicle – See the V5 Make and model from the load vehicle data tick
Vehicle Snapshot – you can see all active defects, any scheduled items and document reminders for this vehicle on this screen
End the vehicle – if it is sold off or scrapped you can end the vehicle here – the data will be archived and available at any time via the view vehicle screen by filtering ended vehicles – if you end it in error contact email@example.com and we will un-end it.
VOR history – and also enter VOR data in this section (you can only VOR a vehicle within the same ISO week (Monday to Sunday) and mileage is enforced.
Snapshot view of any active defects and upcoming schedules (and any missed ones) so you have a clear snapshot of that vehicle
NOTE – FOR PRIVATE REG NUMBERS DO NOT JUST EDIT THE REG NUMBER WHEN MOVING A PRIVATE REG SEE SCREEN SHOTS BELOW
From the Vehicle Folder you can view a whole host of information relating to the vehicle
Vehicle Mileage – See all the vehicle mileage history and enter mileage manually if required – there is more information further on
Generate report for Vehicle – Run a general vehicle report on this particular vehicle if required
Vehicle Documents – You can upload all and any vehicle documents here and set yourself a Notification – click Create Notification, enter details and this will then notify you at that data and you can download the document if you need to send/print it
Check/Inspection Documents – any documents attached to any check in the back office can be found here i.e., a receipt or job card for a pre-use defect reported and cleared that you uploaded to the check is stored here for easy auditing
Using Private Registration numbers
You cannot just overwrite a new private reg on an existing reg number if it was on another vehicle in the system as all the data will tag to that new vehicle
See screen shots below to understand the process
Private Reg in the Vehicle Reg Box
DVLA Reg in the Vehicle ID box
If Vehicle is disposed of and needs ending enter BOTH private and DVLA Reg in the Vehicle Reg Box separated by – submit and end that way you will have the correct data in the correct folder
New Vehicle can now be allocated the above private reg
DO NOT FORGET TO PUT THE DVLA REG IN THE VEHICLE ID BOX
Vehicle Mileage info
NOTE: you will need to deal with any wrongly recorded mileage as it auto reports exceptions and you need to edit the original mistake to rectify the error
In the view vehicle mileage section, you can interrogate the mileage further and update if someone has added the wrong mileage – this section is also good for hours recording for plant and machinery. You must update wrongly inputted mileage and update the system accordingly you can/will have an email if mileage has been entered wrongly (our system on receipt of the check, checks the previous mileage and if it is odd it will notify you), BUT you must deal with it ASAP otherwise it will report all mileage forward as wrong.
Vehicle Off Road
The history data is recorded here for all VOR events – you must always enter VOR mileage as this can be audited against tacho data if required, this view is a filter showing all live VOR vehicles, you can update the status here. As part of our good practice, we ask if a VOR is over two week you should really do a PMI and we ask to add a note relating to this. Again you can run an excel report here that will give you a full breakdown of your fleet VOR.
NOTE: we do not charge for VOR vehicle so if its off for a few weeks VOR it it will save you money.
Similar to the assigning checks to staff as discussed previously you can assign templates to vehicles - this is particularly good as it means the driver only sees the template relating to that vehicle
In this section you can tailor what users can see, this cuts down the margin for error. If you have lots of templates and not all users need them then you can assign templates to the vehicle/asset and this will cut down what they can see and use via the app.
NOTE: if you get an error on the app regarding checks it will be here or in the assign checks in the staff section that will be the issue.
You can add costs for repairs/lease/fuel as you see fit and it calculates a running total of cost.
Here is a where you can add cost incurred for your vehicle /asset, by clicking vehicle cost on the menu bar it will take you to this page which is a summary of any costs you have added to the system, you can see again all hyperlinks back to vehicle, driver, defect any documents attached to the cost analysis and the cost. You can filter this page by vehicle ID, date, or defect to get a more defined costing against that vehicle.
Add New Vehicle Cost
Enter all details in each section as below, you can upload documents/receipts to this section which then ring fences the cost process (note: if it relates to a defect then ensure you add that information)
The core view section of the system - this is your go too area for compliance on checks
This section you can view all your current checks a great page for a full overview of you daily checks.
You can Filter by:
Company (depots) if you have regional depots you can view all or individual
Check Status (use the drop down for All checks, No Defects, Active Defects, Active Serviceable, Defects Cleared, Defects and warnings Cleared
By user Login
By Job Reference (if used)
By Check ID every check if you look will have a unique ID number at the top of the check under the “Checked By” name
The data on this page provides information by date/time, check name, vehicle/asset ID and hyperlink, user ID and Hyperlink, timing of the check and a hyperlink to the check (View). You can also select this or multiple checks by ticking the select box and you can email to anyone (multiple emails must have a comma separator).
The colour coding on the left of the main page is:
Green – Nil Defect
Red fading to Green with a tick is initial defect but straight clear
Red fading to Green with a Yellow triangle is a defect that was made serviceable then cleared
Red is Defect still active
Viewing Check detail
From the view checks page you can view the details of any check by clicking the blue “View” link at the far right of the table
The top section provides details of:
Where the user did the check (Map)
User details (hyperlink back to folder)
Vehicle details ((hyperlink back to folder)
Send a quick message to the user
Timing of check and indication is slow or fast if you have preset times
Options to View Gallery (expands the thumbnails), Generate PDF Report (Summary), Generate Excel (Summary), Check as PDF (All Images) – PDF with all photos, Check as PDF (Selected images) – tick the images you wish to include on the PDF, Email Check – email the Check and ODF to anyone you wish
The next section indicates a breakdown of the viewable/printable report:
Any defect information reported
Time stamp each time a question is answered
Compass movement (or not)
Managers area for input as to actions against defects
The final view area of the check provides detail of:
Android or IOS version
Dealing with the Defects
This section details how you can deal with the defects in line with compliance guidelines
Defects require immediate attention by a qualified person(s) and these can be:
Email sent out to whoever requires the notification from which tasks below can be completed
Cleared as repaired
Made Serviceable – still a defect but the vehicle/asset is fit for use and will be fixed/updated later (with this in mind its useful to put as much information into this as possible including actions for the driver such as “This vehicle is fit to use, do not repeat unless defect is worse” that way you will not get a build up of unnecessary repeat defects. The driver or any driver logging into that vehicle will see that defect as serviceable and work accordingly
Defect open – any driver logging onto a vehicle and a red defect pops up they should not be taking that vehicle they MUST seek advice
Assign the defect to someone for action – once this has been assigned the person will see it on their device when they log in, they can take action and update from the device, the manage will then see what has been done via the back office – (the same applies if the person logs into the back office and undertakes the same process as a job card completion
Status of defects
Once actions have taken place you can see immediately the status changes on each defect, you can filter all these screen by vehicle by Defect, Serviceable, Cleared – this view is filtered to just look at the defects line by line NOT the actual full check – you can see the full check if you click View at the right side of the screen
Summary of Compliance
At the top of the view check area you will have seen a summary this now starts to flesh out summarising the actions taken and tagging date/time and user so you have a full trail of compliance
Allocating tasks from Defects to users via back office to the app
You can also assign checks to any app user who has permission for job cards on there device – this allows remote staff to log onto the app take appropriate actions and action the defect once this has been submitted via the app it will auto update the back office so the Manager can see what the user has done to update the defect.
Either open a check or filter all open defects at the far right where you would enter actions you will see “assign” click that you get another box pop up as below – fill in the relevant sections and create – that send the job to the app user and your good to go.
App user - how to use the Job Card on the App
Once the Job card has been assigned it will appear on the users handset they can choose to take that job or reassign it – assuming they take the task they then record the actions accordingly.
On the main start page of the app there will be an option for Job Cards click it and you will then get to the next screen its straight forward
Add note in notes box
Update status – add note – make serviceable (yellow) – clear defect
Mark job as complete
Receipt of the job will then appear on the phone
Back office update from the Job card App
Once the Job card is completed by the app user the back office will be updated and the compliance loop is complete – just as it would be if you went in via the back office portal this is just another way of managing defects
Manually create job card and push out to the App user
You can create a manual job card unlinked to any defect – once created you can assign and the process follow the same flow as above with the user
Adding docs to checks
This is your final process to ring fence the whole compliance process, uploading a document against the defect, you can upload a receipt, job card, warranty etc.
In the Checks/Inspection notes add a note and attach the relevant file you wish to add once completed that ring fences the note and also files that document and note into the vehicle filing cabinet for future use (it cannot be deleted)
NOTE: The above section on managing the defect process this is applicable across ALL checks, If a PMI has been completed this is the same process:
Complete the PMI on a tablet identifying any defects – making notes/taking photos (if the defect can be repaired at the same time add those notes into the fail section
Once submitted the back office can be updated with what has been done to rectify the defect just the same as managing the pre-use daily check defect
Uploading documents such as Brake Test, Tacho check etc. is essential as this keeps all the PMI documents in one place and attached
Once completed the TM can them have a final sign off on the back office to confirm that the vehicle is fit for service
Send a message to the App
There are a couple of options to sending out messages one is via the check
Once you press send the message will pop up on the user’s device.
View Active Defects
You can shortcut to viewing defects by clicking view active defects from the left-hand menu, this section pulls all active and/or serviceable defects (you can filter at the top on current status). From here you can action defects Clear/Serviceable/Notes and/or Assign or even look at the original whole check.
You can filter by Depot, User Login, by supplier (very handy if you block hire vehicles from a supplier), by Vehicle Reg and by date range.
This section you can pre-populate checks in the template – this can be useful for people who have equipment with serial numbers to check. You can pre populate that serial number to match the user or for anything that you want to be checked.
Choose depot then choose the user or users, then once you have chosen the template to pre-populate it will pop out the lines/questions you can pre-populate.
NOTE: you will need to update this each time if they change and do it for each staff member if the data is different for each one for example if you think of a harness for a tree surgeon, they have numbers unique to each harness tagged to the person.
Driver License Tachograph cards and CPC Driver Card on-line checks
This is a DVLA linked service to allow automated License checks via the Checkedsafe Portal (Note this is charged extra)
CheckedSafe is now a recognised Driver License Check Bureau so you can automate all your Driver License/Tach and CPC cards for validity through our portal and it can be automated depending on risk factors of the driver.
Once you request from the Checkedsafe team access to the option, the Checkedsafe team will set you up and you only have a few things to do:
In Roles and Permissions you need to grant access to the “Manager” who will be “managing” the license checks – if you do not use Roles and Permissions contact firstname.lastname@example.org and they will sort that out for you
Once your set up you can go into each user and tick the tacho/cpc options and we will do the rest
PLEASE NOTE: ONCE YOU SET UP THE DRIVER LICENSE CHECK IT RUNS AUTOMATICALLY SO IF A DRIVER LEAVES YOU DONT FORGET TO DISABLE THEM IN THE SYSTEM OTHERWISE THEY WILL BE CHARGED.
In the staff folder if you want to check Tacho card and CPC card expiry dates tick the boxes as per screen shot below
Once you have full license check access the following screens are samples of what you can see (you will also receive information on your daily/weekly/monthly summary emails)
License Check Back Office Summary views
If you get an invalid Driver License Number (DLN) you can manually input that number - BE AWARE if it fails at DVLA you may still get charged
A successful Driver Licence on a PDF from our system
This can be pushed daily to anyone at anytime but also a live look up when viewing on the back office
One of our favourite features you will have seen in the staff profile section is the option to have a daily email. The screenshot below is the daily email – in addition at any time to click daily summary from the left-hand menu it’s a live look up at the last hour. This is your daily summary of what has happened and from here you can dive into the back office and manage accordingly OR if all looks ok you can carry on with your days’ work knowing that all is in order.
The report is self-explanatory as you can see above a great way to assist you managing your fleet on a daily basis
This is an extension to the daily but with more detail
Following one of our favourite features you will have seen in the staff profile section the options to have a weekly email the screenshot below is the weekly email – in addition at any time to click weekly summary from the left-hand menu it’s a live look. This is your weekly summary of what has happened and what is coming up from your schedules and notifications, from here you can dive into the back office and manage accordingly OR if all looks ok you can carry on with your week’s work knowing that all is in order.
Upload Check Document
You may have paper documents that you wish to digitise such as your PMI sheets from your maintenance provider OR any document for that matter.
You can drag in paper documents and digitise them adding them to your fleet system on our back office – great feature if your maintenance is completed by a 3rd party provider, the screenshots below will show you the process.
As you are dragging them and digitising against existing templates (the same ones you would use if you were doing a full check) you can add information (defects) and then manage them as you would ordinary defects.
A great way of identifying trends in defects/staff
The final area in this section is wildcard search you can search as per the screenshot below using a keyword and this will pull out any data within the system using that word, looking at the report below we have used Windscreen as a key word and filtered by User/Vehicle and Depot and you can filter by all/any/none of those, a handy report to look at issues by type.
You can create edit all your own templates
This section you will learn how to create and edit your own templates (NOTE: Any edits/creations are your responsibility we will advise and point in the right direction but intimately if created/edited by you the client then the responsibilities lies with you)
To allow you to undertake this task you must first update Roles and Permissions to include Edit/Create check – you may wish to create a unique role so that not all your “Managers” have such access.
To access the page go to Check and Inspections and Click Edit Check Templates
Here you can:
Search for a template to Edit
Pick from the list shown
Create your own from scratch
Adding a PDF to Sign off (you can only add ONE per template) this is create for inductions/briefings you can load a pdf/word/excel/Power Point/Picture and they just click it download it and sign for it.
This is specifically for notifications set up in the staff/vehicle folders such as Staff appraisal reminder etc.
This section is a summary section of any notifications set up in the system against users “Upload User Documents” in the User Profile Folder or Vehicle Documents in the Vehicle Folder.
If you click either it will pop up showing then in date order and you can access any of them by clicking the blue hyperlinks
You can send out and track message to all staff
This section allows you to create group messages that are pushed out via email push (App) and text (chargeable) and are tracked so you can see who has read them. Great for team briefings and you can schedule them so you dont have to get up early on a Monday to send out a briefing.
“Sorry Boss what message?” the view message show who has received the message with a green sent (if they are not logged on it will show a fail)
You can run reports in Real-Time or Schedule them and report on anything
Each section you can generate reports from in PDF or the raw Excel data, this section you can create group reports-based template specific, by mileage and a great report is the trend report this is an excel report gathering data from all aspects of the app and back office. Great for looking at trends of defects or NO defects. The Daily Check Report is a great report to run or schedule as it gives you a summary of each day, the vehicle re, the name of the driver and the time the check was completed. Any of the reports can be scheduled, set them up and let them run and email direct to your inbox. In addition to these 4 report options you can of course run off data on any section of the back office into Excel so you can use elsewhere if required.
Scheduling just like your Diary/Wall Planner
This is for your servicing/maintenance schedules and will look just like your Wall Planner - once created you can leave it alone and only edit if you move/end/replace vehicles
To create a schedule – the scheduling system reads existing data from the system unlike a traditional wall planner of ticking and sticky dots the electronic version reads the actual data and reacts/plans accordingly with the data inputted.
Before you start scheduling you need to ensure you have the correct template to undertake the check required against that template or to drag in the paper document and tag to the same template.
Once the schedule is set up any data in the system that is “tagged” to the schedule will pull into the schedule read view.
Note: for Hours/Mileage schedules they all default to weekly on the set up so if you have tagged at 1000 mile/1000 hour inspection/service it will also look at the average hours/mileage and plot accordingly as well as notyfing you
To view the schedule, you can do this by clicking View Schedule plan under Scheduling and if you wish to see the individual assets listed in the schedules again by clicking the view Schedule list it will bring up the list to view.
The following screenshots provides more information on schedules
To view the schedule after clicking View Schedule plan
Use dropdown to pick the schedule
Use dropdown to pick the vehicles to view (or click all as it will only drag in those vehicles you have set up in the schedule
Pick the start date
Once you have picked the start date press go – you can run this off as a printout so you can still have the traditional wall planner.
Note: The schedules you set up on day one will look odd as they will all be the same periods, but you will soon see as data is pulled into the schedule electronically the periods will start to auto calculate forward and once you have your first data point loaded to can then plan to the day your next inspection, once completed again it will auto calculate forward
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