Screens and menus
Every Fleet menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (8)
Fleet > Fleet
Fleet dashboard and vehicle board
- What it is for
- The app's start page: KPIs, the vehicle cards, alerts, quick links, status summary, cost trend, maintenance due, document expiry
- List: columns and filters
- KPI tiles: Total Vehicles, Active Vehicles, Available, Under Maintenance, Due for Service, Fuel Cost This Month (only with fleet.fuel.view or fleet.cost.view). Pills: All, Active, Assigned, Maintenance, Due for Service, Expired Documents (with counts). Filters: search (code, plate, VIN, model, driver), All Branches, All Vehicle Types, All Drivers, All Status; card / list toggle; Show more (16 at a time)
- Buttons and actions
- New Vehicle, open a card (Vehicle 360), Recent Alerts > View All, Quick Links (Vehicle Register, Service Schedule, Documents, Fuel Transactions, Work Orders, TCO); cards: Vehicle Status Summary, Fuel and Maintenance Cost Trend (fleet.cost.view only), Maintenance Due, Document Expiry (60 days), Recent Activity, At a Glance
- Permission needed
- fleet.view (page); fleet.create (New Vehicle)
Vehicles list
- What it is for
- Every vehicle in the fleet, paged by the server
- List: columns and filters
- Columns: Vehicle (code + title), Plate, Category, Status, Driver, Branch, Odometer, Next Service, Insurance Expiry, Registration Expiry, Cost This Month; hidden: Ownership, Year. Tabs: In the fleet, Available, Assigned, In use, Maintenance, Sold / scrapped
- Buttons and actions
- New Vehicle (opens the vehicle form, then Vehicle 360), open a row
- Permission needed
- fleet.view; fleet.create (new)
Vehicle 360
- What it is for
- One vehicle's whole life on one record (owner design 2)
- List: columns and filters
- Smart buttons: Odometer / Engine Hours, Fuel Level, Utilization (MTD), Next Service, Insurance Expiry, Registration Expiry. Tabs: Overview, Details, Drivers, Maintenance, Fuel, Trips, Tyres, Expenses, Documents, Accidents, Fines, Telematics, Activity Log. Overview cards: Vehicle Information, Current Status + map, Quick Actions, Important Dates, Usage & Performance, Cost Summary (This Year, fleet.cost.view only), Recent Activities
- Buttons and actions
- Edit, Assign Driver, Log Fuel, Schedule Service; menu: Record odometer, Log trip, Inspection, Insurance policy, Report breakdown, Report accident, Change status, Sell / scrap / return; Quick tiles: Create Work Order, Log Trip, Add Expense, Report Issue, Upload Document, Mark as Inactive; notes / messages timeline
- Permission needed
- fleet.view; buttons follow fleet.edit, fleet.assign, fleet.fuel.create, fleet.workorder.create, fleet.trip.create; tabs need fleet.trip.view / fleet.fuel.view / fleet.maintenance.view / fleet.accident.view / fleet.fine.view / fleet.cost.view / fleet.telematics.view
Drivers
- What it is for
- Driver profiles, taken from HR employees (or outside drivers)
- List: columns and filters
- Columns: Driver (name + code), Status (effective: Active / Suspended / Licence Expired / Unavailable / On Leave / Inactive), Vehicle, Phone, Licence expiry, Days left, Training; hidden: Employee. Tabs: Active, All, Inactive
- Buttons and actions
- New Driver, open a row to edit
- Permission needed
- fleet.view (list; licence and medical details only with fleet.driver.view); save needs fleet.driver.view + fleet.create / fleet.edit
Assignments
- What it is for
- Effective-dated hand-over of a vehicle to a driver, pool or project
- List: columns and filters
- Columns: Assignment, Vehicle, Driver (or '(pool)'), Type, From, To, Km, Status, Approval, Purpose. Tabs: All, Active, Planned, Ended
- Buttons and actions
- Assign a vehicle; row: End (active), Approve / Reject (pending approval), Cancel (planned); open row = the vehicle's 360
- Permission needed
- fleet.view (list); fleet.assign (create and actions)
Reservations
- What it is for
- Pool vehicle bookings with approval, checkout and return
- List: columns and filters
- Columns: Reservation, Vehicle (or category), Driver, Pickup, Return, Destination, Purpose, Requested by, Status. Tabs: All, Requested, Reserved, Checked out, Returned
- Buttons and actions
- Book a vehicle; row: Approve / Reject (Requested), Check out (Reserved / Approved), Return (Checked out), Cancel (Requested / Approved / Reserved)
- Permission needed
- fleet.view to see own bookings; fleet.assign sees all and decides; route needs fleet.log to book; feature switch Reservations
Fleet calendar
- What it is for
- Services, inspections, work orders, document and insurance renewals, reservations and lease expiries on one calendar
- List: columns and filters
- Month / Week / List; kind pills with counts: Service, Inspection, Work order, Document renewal, Insurance renewal, Reservation, Lease expiry (click to hide / show); Today, previous / next
- Buttons and actions
- Click an entry: work order opens the work order, reservation opens Reservations, others open the vehicle's 360; '+N more' opens the week
- Permission needed
- fleet.view
Driver app
- What it is for
- Phone-first page for the signed-in driver; works offline with a queue
- List: columns and filters
- My Vehicle header with Online / Offline badge, queue banner 'N item(s) waiting to be sent', vehicle card (odometer, On trip, Checked today / Not checked today), problems line, Vehicle documents
- Buttons and actions
- Start Trip / End Trip, Pre-Trip Check, Fuel Entry, Odometer, Report Issue, Breakdown, Report Accident, Send now
- Permission needed
- fleet.view (page); sync needs fleet.log; the user must be linked to a driver profile
Fleet > Operations
Trips
- What it is for
- Trips with distance, fuel and cost
- List: columns and filters
- Columns: Trip, Vehicle, Driver, Start, End, Destination, Customer, Km, Fuel, Total cost, Cost / km, Status; hidden Source. Tabs: All, Planned, Started, Completed
- Buttons and actions
- New Trip; row: Start (Planned), End (Started, opens the end dialog), Cancel (Planned / Started); open a row to edit
- Permission needed
- fleet.trip.view (list); fleet.trip.create (create / start / end); feature switch Trips and daily logs
Odometer readings
- What it is for
- Every odometer / engine-hours reading with its source; doubtful readings are kept and reviewed
- List: columns and filters
- Columns: When, Vehicle, Odometer, Engine hours, Source, Flag, Review, By, Note. Tabs: All readings, Needs review
- Buttons and actions
- Record a reading; row: Accept / Reject (Needs review)
- Permission needed
- fleet.view (list); fleet.log (record); fleet.edit (review)
Fuel fills
- What it is for
- Fuel entries with efficiency and potential anomalies
- List: columns and filters
- Columns: Fill, Date, Vehicle, Driver, Station, Litres, Amount, Odometer, KM / L, L / 100 km, Potential anomaly, Review; hidden Card. Tabs: All fills, Potential anomalies - needs review
- Buttons and actions
- Log Fuel; row: Clear / Ask the driver (needs review); open row = vehicle 360
- Permission needed
- fleet.fuel.view (list); fleet.fuel.create (log); fleet.fuel.view + fleet.edit (review); feature switch Fuel
Fuel card statements
- What it is for
- Provider statements imported and matched to recorded fills
- List: columns and filters
- Columns: Date, Reference, Card (masked), Vehicle, Station, Litres, Amount, Status, Difference. Tabs: All, Unmatched, Differences, Matched
- Buttons and actions
- Import statement (paste CSV), row: Record as fill / Ignore (Unmatched)
- Permission needed
- fleet.fuel.view (list); fleet.fuel.create (import, actions)
GPS / Telematics
- What it is for
- Live map, events, driver behaviour, geofences, connections and devices
- List: columns and filters
- Tabs: Live map (map + Vehicles: Vehicle, Driver, Speed, Ignition, Last seen, Km today), Events (tabs All events, Behaviour, Geofence, Vehicle health), Driver behaviour (last 30 days, counts, no score), Geofences (register), Connections & devices
- Buttons and actions
- New connection, Test, Sync now, New device, geofence New / Edit / Delete
- Permission needed
- fleet.telematics.view; fleet.configure for connections, devices, geofences; feature switch GPS and telematics
Vehicle checklists (inspections)
- What it is for
- Performed inspections and their result
- List: columns and filters
- Columns: Inspection, When, Vehicle, Kind, Driver, Result, Inspector, Source. Tabs: All, Failed, With issues, Passed
- Buttons and actions
- Start a checklist (dialog with OK / Not OK / N/A per item, comment and photo for Not OK), open row = vehicle 360
- Permission needed
- fleet.view (list); fleet.log (submit)
Daily logs
- What it is for
- A driver's day: start / end odometer, hours, fuel, issues
- List: columns and filters
- Columns: Day, Vehicle, Driver, Start, End, Km, Hours, Issues, Status
- Buttons and actions
- New daily log
- Permission needed
- fleet.view (list); fleet.log (create); feature switch Trips and daily logs
Fleet > Maintenance
Service requests
- What it is for
- Everything that needs attention: from drivers, inspections, plans, telematics, breakdowns, accidents
- List: columns and filters
- Columns: Request, Reported, Vehicle, Type, Source, Priority, Description, By, Work order, Status. Tabs: Open (New / Review / Approved), All, With work order, Resolved
- Buttons and actions
- New request; row: Create work order (New / Review / Approved), Approve (New), Reject (New / Review), open the linked work order
- Permission needed
- fleet.maintenance.view (list, decide); fleet.log (new request); fleet.workorder.create (Create work order)
Work orders
- What it is for
- Every maintenance job
- List: columns and filters
- Columns: Work order, Created, Vehicle, Service, Where, Priority, Scheduled, Total, Downtime (h), Status, Approval. Tabs: Open, All, Draft, In progress, Waiting parts, Completed
- Buttons and actions
- New Work Order; open a row (work order record)
- Permission needed
- fleet.maintenance.view; fleet.workorder.create (create, edit, submit)
Work order record
- What it is for
- One job: stage bar, form, costs, lines of parts / labour / outside work, stock issue and purchase order
- List: columns and filters
- Stage bar Draft > Approved > Scheduled > In progress > Completed (+ Waiting parts / Cancelled chips, 'Waiting for approval'); Costs card: Parts, Labour, Outside work, Total, Odometer, Downtime, Started, Completed, Purchase order, Requested by, Approved by; lines table
- Buttons and actions
- Save, Submit, Approve / Reject (pending), Schedule, Start work, Waiting parts, Issue parts from stock, Raise purchase order, Complete, Cancel; + Part / + Labour / + Outside work; remove line
- Permission needed
- fleet.maintenance.view; fleet.workorder.create (save, submit, purchase); approver per rule (default fleet.workorder.approve from AED 5,000)
Preventive maintenance (due board)
- What it is for
- Each vehicle's plans that are due soon, due or overdue
- List: columns and filters
- Counts: Overdue, Due, Due soon; checkbox 'Show plans not yet due'. Columns: Vehicle, Plan, State, Due by, Odometer, Due at km, Km left, Due date, Days left, Last done, Estimate, Open job
- Buttons and actions
- Click a row: Vehicle 360
- Permission needed
- fleet.maintenance.view
Breakdowns
- What it is for
- Breakdowns with recovery, work order and downtime
- List: columns and filters
- Columns: Breakdown, When, Vehicle, Driver, Where, Issue, Tow cost, Downtime (h), Work order, Status. Tabs: Open, All
- Buttons and actions
- Report breakdown; row: Recovering (open), Work order (none yet), Resolve
- Permission needed
- fleet.maintenance.view (list, actions); fleet.log (report); fleet.workorder.create (work order)
Tyres
- What it is for
- Tyre register and lifecycle
- List: columns and filters
- Columns: Serial, Brand, Size, Status, Vehicle, Position, KM used, Tread (mm), Pressure, Cost / km, Age (months). Tabs: All, Installed, In stock, Low tread (< 3 mm), Scrapped
- Buttons and actions
- New Tyre; row: Fit, Rotate, Check, Remove, Repair, Retread, Scrap, History; open a row to edit
- Permission needed
- fleet.maintenance.view; fleet.edit (save, actions); feature switch Tyres and batteries
Batteries
- What it is for
- Battery register
- List: columns and filters
- Columns: Serial, Brand, Status, Vehicle, Installed, Warranty, Health %, Cost
- Buttons and actions
- New Battery; open a row to edit
- Permission needed
- fleet.maintenance.view; fleet.edit; feature switch Tyres and batteries
Parts used
- What it is for
- Every part line on work orders (newest 500)
- List: columns and filters
- Columns: Date, Work order, Vehicle, Part, Description, Qty, Unit cost, Amount, Issued
- Buttons and actions
- (read only)
- Permission needed
- fleet.maintenance.view
Workshops
- What it is for
- Internal workshops, garages, dealers and mobile services
- List: columns and filters
- Register: Workshop, Kind, Vendor, Branch, Parts warehouse, Labour rate / hour, Phone, Active; search, Export
- Buttons and actions
- New, Edit, Delete (switched off when used)
- Permission needed
- fleet.maintenance.view (list); fleet.configure (change)
Fleet > Compliance
Registration documents
- What it is for
- Registrations, Mulkiya, Istimara (document group Registration)
- List: columns and filters
- Columns: Document, Vehicle, Driver (hidden), Number, Issued, Expires, Days left, Authority, Status. Tabs: All, Expiring soon, Expired, Renewing, Valid
- Buttons and actions
- New document; row: Renew, Renewing; open a row to edit
- Permission needed
- fleet.view (list); fleet.edit (save, renew)
Insurance policies
- What it is for
- Motor insurance policies per vehicle
- List: columns and filters
- Columns: Vehicle, Insurer, Policy, Cover, From, To, Days left, Premium, Deductible, Status. Tabs: All, Expiring soon, Expired, Renewing, Valid
- Buttons and actions
- New policy; open a row to edit
- Permission needed
- fleet.view; fleet.edit
Permits
- What it is for
- Permits, Salik, cross-border and customs documents (groups permit, cross_border, customs, toll)
- List: columns and filters
- As Registration
- Buttons and actions
- New document, Renew, Renewing
- Permission needed
- fleet.view; fleet.edit
Inspection certificates
- What it is for
- Vehicle testing and roadworthiness certificates (groups inspection, roadworthiness)
- List: columns and filters
- As Registration
- Buttons and actions
- New document, Renew, Renewing
- Permission needed
- fleet.view; fleet.edit
Fines
- What it is for
- Traffic fines, Salik / toll violations, parking, with who pays and salary recovery
- List: columns and filters
- Columns: Fine, Date, Vehicle, Driver, Violation, Authority, Reference, Amount, Responsible, Driver share, Payment, Salary deduction. Tabs: All, Unpaid, Paid, Disputed, Salary deductions
- Buttons and actions
- Record a fine; row: Paid, Dispute (unpaid), Approve deduction / Reject (pending), Deducted by HR (queued); open a row to edit
- Permission needed
- fleet.fine.view; fleet.edit (save, pay, dispute); fleet.fine.approve (approve deduction, mark deducted); feature switch Fines, accidents and claims
Accidents
- What it is for
- Accidents with injuries, liability, claim and repair
- List: columns and filters
- Columns: Accident, Date, Vehicle, Driver, Location, Injuries, Liability, Estimate, Claim, Status. Tabs: Open, All, Claim submitted, Repairing, Closed
- Buttons and actions
- Report accident; row: Insurance claim (no claim yet), Repair work order (none yet), Close
- Permission needed
- fleet.accident.view (list, edit, actions); fleet.log (report); feature switch Fines, accidents and claims
Insurance claims
- What it is for
- Claims to the insurer and the money received
- List: columns and filters
- Columns: Claim, Insurer ref, Vehicle, Accident, Insurer, Date, Estimated, Approved, Received, Status
- Buttons and actions
- New claim; row: Submit (draft), Approved (submitted / under review), Money received (approved / paid), Close
- Permission needed
- fleet.accident.view; fleet.edit (actions)
All documents
- What it is for
- Every vehicle and driver document
- List: columns and filters
- As Registration, all groups; driver documents only with fleet.driver.view
- Buttons and actions
- New document, Read with AI, Renew, Renewing
- Permission needed
- fleet.view; fleet.edit
Fleet > Costs
Fleet expenses
- What it is for
- Money spent on a vehicle that is not fuel, a work order or a fine already in the system: cleaning, parking, toll, accessories and so on. Large ones wait for a second person
- List: columns and filters
- Expense (FEX-00001), Date, Vehicle, Category, Paid to, Reference, Amount, Paid by, Status. Tabs: All, Waiting approval, Approved, Rejected. Search, sort, paging
- Buttons and actions
- New expense (dialog); open a row to edit (not once Approved); Approve and Reject on rows that are Waiting approval
- Permission needed
- fleet.cost.view to see; fleet.edit (and fleet.cost.view) to save; approver needs the permission named on the Expense approval rule (default fleet.workorder.approve)
Fuel costs ledger
- What it is for
- Read-only list of every fuel cost line in the fleet cost ledger (one line per fuel fill)
- List: columns and filters
- Date, Vehicle, Category, From, Reference, Description, Amount, Posted. Search, sort, paging
- Buttons and actions
- Click a row to open the Vehicle 360; no create button (fuel is entered on Operations > Fuel)
- Permission needed
- fleet.cost.view
Maintenance costs ledger
- What it is for
- Read-only ledger of Maintenance and Tyres cost lines (work orders, tyres, insurance recoveries as minus lines)
- List: columns and filters
- Same columns as Fuel Costs
- Buttons and actions
- Click a row to open the Vehicle 360
- Permission needed
- fleet.cost.view
Lease and rental contracts
- What it is for
- Lease, rental and finance contracts, mileage allowance, excess-kilometre charge and the monthly charges they post to the ledger
- List: columns and filters
- Lease (LSE-00001), Contract, Vehicle, Lessor, Type, From, To, Monthly, Mileage used (km used / allowed, %), Excess charge, Status. Tabs: All, Active, Expiring, Ended. Below: card 'Lease and rental charges' (ledger lines for Lease and Rental)
- Buttons and actions
- New lease or rental (dialog); open to edit; End (confirm 'End this contract today?')
- Permission needed
- fleet.cost.view to see; fleet.edit to save or end; menu item can be switched off by the Leases feature switch
Total cost of ownership
- What it is for
- Cost of owning and running each vehicle over a period or its whole life, with cost per km and per month
- List: columns and filters
- From / To dates, tick 'Whole life of each vehicle', Export. Columns: Vehicle, Purchase, Fuel, Maintenance & tyres, Insurance, Registration toll parking, Lease / rental, Fines, Depreciation, Other, Running cost, Distance, Cost / km, Cost / month, Downtime; Total row
- Buttons and actions
- Change period, Whole life toggle, click a column heading to sort, Export (CSV)
- Permission needed
- fleet.tco.view (needs fleet.cost.view)
Cost allocation
- What it is for
- Where the money went: the cost ledger grouped by vehicle, branch, cost centre, department, project, driver, customer or cost category
- List: columns and filters
- Allocate by, From, To, Total. Columns: Allocated to, one column per cost category found, Total (largest first)
- Buttons and actions
- Change grouping and dates
- Permission needed
- fleet.cost.view
Replacement planning
- What it is for
- A rule-based suggestion (Keep / Review / Replace soon / Replace) per vehicle from age, mileage, maintenance against book value, breakdowns and downtime
- List: columns and filters
- Vehicle, Make / model, Age, Odometer, Maintenance 12m, Fuel 12m, Breakdowns, Downtime (h), Book value, TCO 12m, Status, Suggested, Why. Note: the fleet manager decides and sets the status on the vehicle
- Buttons and actions
- Click a row to open the Vehicle 360
- Permission needed
- fleet.tco.view
Fleet > Reports
Report pages
- What it is for
- Eleven single reports, all drawn the same way: a table the server builds for a period, with sort and CSV export
- List: columns and filters
- From / To dates (default 1 Jan this year to today; Expiry starts at today), column headings sort, totals row, grey note under the title. Permissions differ per report: Fleet Summary, Utilization, Expiry = fleet.view; Cost / KM = fleet.cost.view; Fuel Efficiency = fleet.fuel.view; Maintenance, Downtime = fleet.maintenance.view; Driver = fleet.driver.view; Accidents = fleet.accident.view; Fines = fleet.fine.view; TCO = fleet.tco.view
- Buttons and actions
- Change dates, sort, Export
- Permission needed
- Per report as listed; the menu entry shows only to people who hold it. Accidents and Fines entries go when the Fines, accidents and claims switch is off
All reports catalogue
- What it is for
- A tile for each of the 27 reports (adds Vehicle Register, Vehicle Assignment, Driver Assignment, Vehicle Cost, Fuel Consumption, Fuel Variance, Maintenance Due, Work Order, Tyre, Battery, Insurance, Lease, Claims, Trips, Odometer, Replacement Analysis)
- List: columns and filters
- Tiles with the report name; tile greyed with 'Needs another permission' when the user lacks the report's permission
- Buttons and actions
- Open a tile (report opens below, '← All reports' goes back)
- Permission needed
- fleet.view; each tile needs its own report permission
Pivot
- What it is for
- Choose what goes down the side, across the top and what is measured
- List: columns and filters
- Rows (Vehicle, Driver, Category, Branch, Project, Cost centre), Columns (Month, Status, Cost type, Total only), Measure (Cost, Distance, Fuel L, Trips, Downtime h, Maintenance count), From, To; table with row totals and a totals row
- Buttons and actions
- Change any selector
- Permission needed
- fleet.view; Measure = Cost needs fleet.cost.view
Graphs
- What it is for
- Four column charts: Fuel Cost by Month, Maintenance Cost Trend, Cost / KM by Vehicle, Utilization by Vehicle
- List: columns and filters
- Four cards; months from about five months back to today; vehicle charts show the top 20
- Buttons and actions
- None (view only)
- Permission needed
- fleet.view; the two cost-by-month charts and Cost / KM need fleet.cost.view
Fleet > Configuration
Vehicle categories
- What it is for
- The kinds of vehicle and equipment (15 are supplied: Car, SUV, Van, Pickup, Truck, Bus, Motorbike, Trailer, Forklift, Crane, Excavator, Loader, Generator, Heavy Equipment, Custom)
- List: columns and filters
- Code, Category, Arabic name, Icon, Counts engine hours, Has an odometer, Order, Active
- Buttons and actions
- New, open a row to edit, Delete (archives when used)
- Permission needed
- fleet.view to see; fleet.configure to change
Makes and models
- What it is for
- Two registers on one page: Makes (15 supplied) and Models with tank, seats, payload and rated consumption
- List: columns and filters
- Makes: Make, Country, Active. Models: Make, Model, Category, Body type, Fuel, Tank (L), Engine, Seats, Payload (kg), Rated L/100 km, Active
- Buttons and actions
- New, edit, Delete (archives when a vehicle uses it)
- Permission needed
- fleet.view; fleet.configure
Fuel types
- What it is for
- Petrol, Diesel, Hybrid, Electric, LPG, CNG and any you add
- List: columns and filters
- Code, Name, Arabic name, Order, Active
- Buttons and actions
- New, edit, Delete (always switches off)
- Permission needed
- fleet.view; fleet.configure
Vehicle statuses
- What it is for
- The ten statuses the product fixes (Available to Scrapped); shown for reference only
- List: columns and filters
- Code, Status
- Buttons and actions
- None - no New button, rows do not open
- Permission needed
- fleet.view
Service types
- What it is for
- Kinds of service used by plans and work orders (12 supplied)
- List: columns and filters
- Code, Name, Arabic name, Order, Active
- Buttons and actions
- New, edit, Delete (always switches off)
- Permission needed
- fleet.view; fleet.configure
Maintenance plans
- What it is for
- Preventive rules: what is done, how often (km, days, engine hours), when to warn, estimated cost (5 supplied)
- List: columns and filters
- Plan, Service, For category, For model, Due by, Every km, Every days, Every engine hours, Estimated cost, Raise a service request when due, Active
- Buttons and actions
- New, edit, Delete (archives when a work order used it)
- Permission needed
- fleet.view; fleet.configure
Document types
- What it is for
- Vehicle and driver document kinds, with country, mandatory flag, alert days and renewal period (non-permit kinds)
- List: columns and filters
- Code, Document, Arabic name, Group, For, Country, Mandatory, Renews every (months), Order, Active
- Buttons and actions
- New, edit, Delete (archives when a document uses it)
- Permission needed
- fleet.view; fleet.configure
Permit types
- What it is for
- The same register filtered to groups Permit, Cross-border, Customs and Toll
- List: columns and filters
- As Document Types
- Buttons and actions
- New, edit, Delete
- Permission needed
- fleet.view; fleet.configure
Inspection templates
- What it is for
- Checklists used by Vehicle Checklists; one per inspection kind is supplied, heavy equipment has its own
- List: columns and filters
- Checklist, Kind, Active (items and categories on the form)
- Buttons and actions
- New, edit (item editor: Item, Group, photo, remove, + Item), Delete (archives when used)
- Permission needed
- fleet.view; fleet.configure
Telematics providers
- What it is for
- A pointer page only: connections and devices are set up on GPS / Telematics
- List: columns and filters
- Text and one button
- Buttons and actions
- Open GPS / Telematics
- Permission needed
- fleet.configure (menu entry); the GPS screen needs fleet.telematics.view
Fuel cards
- What it is for
- Company fuel cards, linked to a vehicle or driver, with per-fill and monthly limits
- List: columns and filters
- Card number (shown as •••• 4321), Provider, Vehicle, Driver, Fuel, Monthly limit, Per fill limit, Status, Expiry
- Buttons and actions
- New, edit, Delete (cancels the card when fills used it)
- Permission needed
- fleet.fuel.view to see; fleet.configure to change
Cost categories
- What it is for
- The 14 cost categories (Fuel, Maintenance, Tyres, Insurance, Registration, Lease, Rental, Toll, Parking, Fines, Cleaning, Accessories, Depreciation, Other)
- List: columns and filters
- Code, Name, Arabic name, Order, Active (Expense account code on the form)
- Buttons and actions
- New, edit, Delete (always switches off)
- Permission needed
- fleet.view; fleet.configure
Alert rules
- What it is for
- Who is told about what, and how many days before expiry (14 rules supplied)
- List: columns and filters
- Rule, When, Days before, Tell people with, Tell the driver, Active
- Buttons and actions
- New, edit, Delete
- Permission needed
- fleet.view; fleet.configure
Approval rules
- What it is for
- Which actions need a second person, from what amount, and who may approve (supplied: Work orders from AED 5,000, Pool reservations, Fine recovered through salary, Vehicle disposal, Fleet expenses from AED 2,000)
- List: columns and filters
- What, Rule, From amount, Approved by, Active
- Buttons and actions
- New, edit, Delete
- Permission needed
- fleet.view; fleet.configure
Country profiles
- What it is for
- GCC country data: plate regions and toll providers (UAE, Saudi Arabia, Oman, Qatar, Bahrain, Kuwait supplied)
- List: columns and filters
- Country code, Country, Toll providers, Active (plate regions, notes on the form)
- Buttons and actions
- New, edit, Delete
- Permission needed
- fleet.view; fleet.configure
Toll and parking accounts
- What it is for
- Salik / Darb tags, parking permits and cards with balances and low-balance warning
- List: columns and filters
- Kind, Provider, Account, Tag / permit, Vehicle, Balance, Expiry, Status
- Buttons and actions
- New, edit, Delete (switches to Inactive when used)
- Permission needed
- fleet.view; fleet.configure
Other lists
- What it is for
- Four small lists on one page: Body Types (11), Violation Types (9), Insurance Coverage Types (4), Service Request Types (8)
- List: columns and filters
- Each: Code, Name, Arabic name, Order, Active
- Buttons and actions
- New, edit, Delete (removed for good)
- Permission needed
- fleet.view; fleet.configure
Fleet settings
- What it is for
- Company-wide thresholds, defaults and whether fleet costs post to the ledger
- List: columns and filters
- Form with 15 settings and, when posting is on, an account code per cost category plus card and cash
- Buttons and actions
- Save
- Permission needed
- fleet.view to open; fleet.configure to save
Applications > Fleet
Feature switches and field rules
- What it is for
- Turn whole areas of Fleet off (Reservations, Trips and daily logs, Fuel, GPS and telematics, Tyres and batteries, Fines accidents and claims, Leases) and hide or require VIN, chassis number, engine number, vehicle department and police report number
- List: columns and filters
- One switch per area with its help text; field rules Hidden / Required
- Buttons and actions
- Switch on / off; set a field rule
- Permission needed
- Company administrator (platform configuration screen)