Manually entering Equipment into Fleet Management

Entering Equipment into Fleet Management

Before proceeding, ensure your System Administrator has completed the required Settings.  Settings

 Manual entry is completed by using the Add Equipment tab from the Equipment List.

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

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

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

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

Basic Information includes a setting for Tracking Service Time?.  This setting is important as the selection will trigger an Hours Log where staff can record and update the hours the equipment has been operated.

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

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

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

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

     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