Manually entering Vehicles into Fleet Management

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Manually entering Vehicles into Fleet Management

iCM provides two ways to enter vehicles into the system from the Vehicles Tab.  Manual entry and the use of an Import Table.  Before proceeding, ensure your System Administrator has completed the required Settings.  Settings

Manual Vehicle Entry

 Manual entry is completed by using the Add Vehicle tab.

1. From the Vehicle List, select the + Add Vehicle icon
2. From the pop up, enter your company's unique Vehicle identification, the vehicle Make for the dropdown provided and the Model.  These are the only three required fields to save information however best practices would be to complete the remainder of the basic information and then Save.

Once saved, the information will appear on the Vehicle List.  

     3.  Selecting any vehicle opens the vehicle specific window where additional information can be edited and/or added

Based on permission, additional Basic information, Procurement information, Vehicle Status, Assignment and Images may be accessed.  Each area has additional information and drop downs for required data.

Basic Information includes a setting for Meter Reading Unit: Miles or Km.  This setting is important as the selection of Miles or Km will populate on the Mileage log.

Procurement information allows the customer to track purchase information as well as Loans and Lease mileage limits.

Vehicle Status includes Active, In-Active and Out of Service.  Each category provides a common section to track additional information as the vehicle changes status.

Assignment allows the customer to assign a vehicle to a Program from the customer's Program Hierarchy and Managers associated with that location.

Images allows the customer to document the vehicle and note image angle including documenting any damage that may be found on the vehicle.

     4)  To add Documents, select the Choose File tab, select your file, choose your Document Type and Save. These can include electronic owner's manuals, lease agreements, titles etc.

• iCM includes the Document Management section as part of this module where staff can upload any documents and or pictures.  This area must be set up by your company's iCM System Administrator before documents can be added.  For more information follow this link: Document Management Overview