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Maintenance > Vehicles > Vehicle - Vehicle > View Details (
) > GPS Association Details Tab > Add (
Maintenance > Employees > Employee - Employee > View Details (
) > Pay Details Tab > Add (
Address: Maintenance > Customers > Customer >View Details (
) >Address Details Tab> Add Geofence (
Plant: Administration>Warehouse>Inventory Warehouse - Warehouse List >
Operations > My Fleets > Geofences > Enable Sharing (
Administration> System Setup> Company > Trip Termination (
) > SmartFleet Feature (
„« Create organization
Administration > System Setup > Organization > Organization List > Add Organization
„« Assign organization to entity
Maintenance > Vehicles > Vehicle > Add Vehicle
„« Create frequency
Administration>Trip & Route > Trip Frequencies> Trip Frequency List > Add Frequency
„« Schedule Trip manually
Operation > Scheduling > Trip Scheduler>
Select the date range for which recurring trips to be generated and frequency too.
System will generate the trips selected date range and frequency selected.
„« Schedule trips automatically- by system
Assign frequency to trip.
Operation > Assignment > Trip Assignment
System executes a background process on daily basis to generate recurring trips based on the frequency assign against the trip.
Operation > Assignment > Trip Assignment > Trip List
Trip stops defines the stops in between a trip. Once stops are defines against trip then schedule trips will be generated based on trips stop.
Once Trip stops are assigned, user can change them using edit stop.
To setup notification for resource (employee/driver/contract person/address contact/user etc.), Setup contact detail like mobile number, mobile carrier, email address. Whenever this resource is assigned to any task system pick its contact detail and send notification/text.
Maintenance > Employees >Employee > Employee Detail > Contact Details Tab
Operation > Sales Order > Sales Order API > Add Sales Order
Fill the required information in the Add Sales Order form and submit.To Enter recurring order select
,and select frequency.
Quick Add: To quickly add resources at the same time.
Operation > Sales Order > Sales Order Workbench
Provides summary information of sales orders on the basis of sales order date in a tree structure which encapsulate sales orders on the basis of sales order status.
User can assign resources (order addresses), add sales order line, release sales order line, generate schedules, assign resources (personal resource, equipment resource), assign paver/miller etc.
„« Release a sales order
Operation > Sales Order > Sales Order Workbench > Detail > SO Line Tab
Add sales order line/ Assign material to sales order
Release sales order line appear in SO Line schedule.
„« Schedule an order
Operation > Sales Order > Schedule Trips
All sales order schedule lines appear in schedule trips. Schedule trips can be schedule by selecting the trips and hit schedule icon
Scheduled trips appear in different modules of application like
Operation > Scheduling > Scheduled Trips
Check In/Out Screen
Operation > Scheduling > Advance Work Center
User can assign resources like vehicle, driver, vendor etc. to scheduled trips generated.
Administration > User Profile >
Add user profile:
„« Add profile type, this profile shown in profile drop down.
„« Select profile from drop down and setup other required values.
„« By default a system value is generated by the system for any profile added. This value is same for all the users of a company.
User value for already registered profile is different for different users means user can define his own value for a profile.
Operation > Sales Order > Sales Order Workbench > Detail >SO Address Tab
Resources assigned to a sales order at the time of order entry will populate in sales order workbench SO address tab and personal resource/ equipment resource tab. User can edit already assigned resources.
Home Page Icons
Resources assigned to trips populate in check In/Out screen can be change using edit icon on check In/Out screen.
E-Notification can be sent to all the contacts of a sales order by two ways : Single notification - Select any trip from check In/out screen and hit send notification icon first from below, it will send text and email to all the contact persons related to selected sales order.
Consolidated Email - By selecting last icon from below, text messages and email notifications sent to all the contacts of all the sales orders of a particular date selected in check in/out in a single shot.
Email notification log will be appearing like below.
To show history of an asset, go to below path of a particular asset.
Maintenance > Vehicles > Vehicle>
Vehicle Start Time: When vehicle start running for a schedule/trip
Vehicle End Time: When vehicle stop running from schedule/trip
Idle Time: When vehicle becomes idle more than threshold time (idle time limit set in the user profile) during a trip
Idle Engine On: When vehicle is idle and engine is on during the trip
Idle Engine Off: When vehicle is idle and engine is off during the trip
Stop Time: Time between trip end times to trip start time
Vehicle start and stop time including engine on and off are calculated in vehicle entire day screen which shows vehicle trip time slots along with vehicle idle time for a particular vehicle for particular date.
Operation > My Fleets > Vehicle Entire Day: select a vehicle and a particular date
To show monthly mileage for an asset smartfleet provides IFTA reporting.
Maintenance > Vehicles > IFTA Report
In advance work center all the scheduled trips will populate. If user wants to reassign resources like vehicle and driver to any particular schedule, user have to select resources from the left pane of the advance work center and drop against the trip in the right side panel against the trip and save. Advance work center provides drag and drop functionality from left pane to right pane to make resource assignment easy.
Trip Start and End time
Idle Time Engine On and Off during the trip
To create login for an employee first create a user and select that employee in the add user form. Create login level, user name, password, login name at the same time and select user role.
Administration > System Setup > System Users > Add
Once user is added successfully, user can login into smartfleet application using the login name and password so created.