Fleet overview gives you access to reminders based on all the vehicles in your fleet.
Reviewing upcoming reminders
Fleet overview lets you see all statuses for all reminders you have set, highlighting any upcoming reminders, and helping you quickly spot if a reminder for a specific vehicle was created or not.
Pinpointing any reminders that have not been set
On the Fleet Overview page,
indicates that a reminder has not been created for that specific vehicle in that specific category. making it easy to pinpoint any reminders that still need to be set up.
If a Reminder is not applicable for a specific vehicle, you can click on
and the reminder will no longer show as “not configured.”
Adding new fleet reminders
- To add a new reminder, click on the
button
- Click on to view the existing reminder categories. These categories form the columns on the overgrid view, so it is best to keep consistent in terms of how you use them. If you need to create a new category, click
and label your category. This category will then be available for all future reminders.
Categories:
- Select whether you want the reminders to apply to all vehicles or just specific ones:
Note: If you apply a reminder to a vehicle or driver that already has a reminder set up for the given category, the pre-existing reminder will be overridden by the new one.
- Select when you want the reminders to occur.
a. Select criteria:
b. Fill in the specific reminder information based on the criteria you have selected.
c. You can also add more than one criteria by clicking on
– e.g., You can set a reminder for your vehicle to require servicing after it hits a certain mileage. However, your vehicle will still need servicing after a certain period of time, even if you haven’t hit the mileage limit. In this case, you would add criteria for both Distance and Date.
Distance options:
– First reminder (km): Decide after how many kilometers you’d like to receive your reminders. This is used as a cut off for when you need to take action. For example, if your vehicle needs to go for servicing once it has 20,000km on the odometer, you would set your first reminder as 20,000km.
– Alert before (km): Decide how soon you want to receive a reminder before your vehicle has traveled the specified distance (e.g. Receive a reminder 800km before your vehicle has traveled 20,000km)
– Repeat every (km): Add the interval of your reminders; this shows the frequency of which you need to take action. For example, if you need to take your vehicle in for servicing every 20,000 km, you would set your repeat as 20,000km. Note that this is the frequency after your first reminder. So if your vehicle needs to get serviced once it has 20,000km on the clock, and then every 10,000km thereafter, you would set your “First Reminder” as 20,000km and your “Repeat Every” as 10,000km.
– Stop repeating at (km): After which distance you’d like to stop receiving reminders. For example, if you no longer need to send your vehicle in for servicing once it has 200,000km on the odometer, you would set this to 200,000km.
– First reminder (hours): Decide after how many hours you’d like to receive your reminders. This is used as a cut off for when you need to take action. For example, if your vehicle needs to go for servicing once it has been operated for 500 hours, you would set your first reminder to 500 hours.
– Alerts before (hours): Decide how soon you want to receive a reminder before your vehicle has traveled for a specific period of time. For example, receive a reminder 100 hours before your vehicle has been operated for 500 hours.
– Repeat every (hours): Add the interval of your reminders; this shows the frequency of which you need to take action. For example, if you need to take your vehicle in for servicing every 500 operation hours, you would set your repeat as 500 hours. Note that this is the frequency after your first reminder. So if your vehicle needs to get serviced once it has been operated for 500 hours and then every 100 hours thereafter, you would set your “First Reminder” as 500 hours and your “Repeat Every” as 100 hours.
– Stop repeating at (hours): Decide after how many hours you’d like to stop receiving reminders. For example, if you no longer need to send your vehicle in for servicing once it has been used for 1500 hours, you would set this to 1500 hours.
– First reminder: Decide which date you’d like to receive your first reminders. For example, if you need to receive a reminder on the 25th of January, you would set this date as your first reminder.
– Alert before (days): Decide how soon you want to receive a reminder before the specified first reminder date. For example, receive a reminder 14 days before your first reminder date, which is the 25th of January.
– Repeat every (days): Add the interval of your reminders; this shows the frequency of which you need to take action. For example, if you need to take your vehicle in for servicing every 50 operation days, you would set your repeat as 50 days. Note that this is the frequency after your first reminder. So if your vehicle needs to get serviced once it has been operated past a specific date and then every 50 days, you would set your “First Reminder” as the 25th of January and your “Repeat Every” as 50 days.
– Stop repeating at (days): After which distance you’d like to stop receiving reminders. For example, if you no longer need to send your vehicle in for servicing once it has been used past a certain date (e.g 25th of July), you would set this to the 25th of July.
- Decide on how you wish to receive your reminder alert notification, whether via email or SMS.
- If necessary, you can add additional comments
- Once you’re done, click on
- However, you also have the option to click on
, which allows you to stop the entire process or restart it.
Searching for specific fleet reminders
- Enter the vehicle’s registration into the search box.
- The correct vehicle will pop up along with its reminder
Editing fleet reminders
- Hover over the reminder you wish to edit, then click on
- Click on
- The above menu will pop up, allowing you to make edits to the reminder you have selected.
Deleting fleet reminders
- Hover over the reminder you wish to delete, then click on
- Click on
- Deleting reminders is permanent, so you will see a pop-up that needs you to confirm your decision. If you are certain about deleting, then click on
. If not, click on
to cancel it
Deleting all reminders for a vehicle
To delete all reminders for a fleet vehicle, simply:
- Select the vehicle you wish to delete based on the vehicle registration.
- Click on
- Deleting reminders is permanent, so you will see a pop-up that needs you to confirm your decision. If you are certain about deleting, then click on. If not, click on to cancel it
Downloading fleet reminders
Exporting reminders is as simple as:
- Selecting the reminders you wish to export by checking the box
- Clicking on the
button - Selecting the format you want to download the reminder in:
Customising which reminders you can see on your fleet overview
Easily select which columns you would like to see on your fleet overview according to your individual needs by clicking on
Click on
if you wish to see every reminder on your overview page.
Click on
if you wish to hide every column, then proceed to select the ones you want on your overview page.
Adding filters to your fleet overview
Easily add filters to the columns you have chosen to appear on your overview according to your specific needs by clicking on
- Click on
- Select the column you wish to apply a filter to.
- Select which
you wish to apply to the column you are applying the filter to.
- Once a filter is applied, you will see the number appear above the “Filters” button. If you wish to remove the filters, simply click on
- You can easily add more than one filter by clicking on
Adjusting the density of your overview display
To do so, simply:
- Click on
- Choose between compact, standard, and comfortable density
