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Fleet360 Articles - Table of Contents
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Fleet360 Articles - Table of Contents
Getting Started with Fleet360
Resource Center - In App Help for Fleet360
Attachments in Fleet360
Autocomplete Search Icon
Bulk Actions in Fleet360
Master List Functions Table of Contents
Searching a Master List
Customizing Master List Columns
Exporting a Master List
Detail View Setting for Master Lists
Home Menu Table of Contents
Fleet Success Scorecard
RTA Connect Tile
User Guide Tile
Feedback Portal Tile
RTA Mobile App Tile
RTA Inspect App Tile
Reports Menu Table of Contents
Reporting Training Video
Reporting Tool Overview
Starting the Reporting Tool
Basic Navigation
General Options
Adding Visualizations to a report
Formula Basics
Report Types
Grouping Basics
Understanding Sorting and Grouping
ExpressView
ExpressView Grouping and summarizing data
ExpressView Managing Data
ExpressView Customizing Appearance
ExpressView Making visualizations
Report Viewer Interacting with reports
What are formulas
Charts
ExpressView Exporting Options
ExpressView Formula Columns
Formula Editor
Scheduler Reply to Address
Filter Value and General Format Best Practices
Internal Parameters
ExpressView Data categories and fields
Reports List
DVIR Reports
RTA Inspect Reports
Motor Pool Reports
Checked Out Reservations
Completed Reservations
Cost Breakdown by Facility and Department
Upcoming Reservations
Employee Reports
Mechanic Productivity by Date
Equipment
Equipment Overview
Equipment Service and Cost History
Equipment Service Reminders
Advanced Report Wizard
Report Viewer
List of Functions
Other Functions
Financial Functions
Date Functions
Arithmetic and Geometric Functions
Formatting Functions
String Functions
Logical Functions
Database and Data Type Functions
Aggregate Functions
Building a Report Using the Wizard
Report Wizard Name
Report Wizard Filters
Report Wizard Layout
Report Wizard Options
Advanced Reports
Joins
Sections
Cell Formatting
Report Options
Group Min and Max Filters
Top and Bottom Filters
Catagories
Filters
Report Designer
Scheduling Reports
Sorts
Using the Toolbar
Templates
Design Grid
Drilldowns
Dashboard Menu Table of Contents
Dashboards Not Loading
Leadership Dashboard
Main Dashboard
Maintenance and Repair
Fuel Dashboard
Parts Dashboard
Top 5 Reports Dashboard
Warranty Dashboard
Assets Table of Contents
Asset Master List Overview
Navigating the Asset File Table of Contents
Asset Custom Fields Tab
Asset Financial Tab
Tire Inspection Tab
Brake Inspection Tab
Asset History Tab
Asset PM Tab (Preventive Maintenance)
Asset Contacts Tab
Asset Equipment Tab
Asset Parent/Child Tab
Asset Attachments Tab
Asset Primary Information Panel
Asset Management Tab
Adding Assets
Adding an Asset using a Template
Creating and Managing Parent/Child Linked Assets
Preventive Maintenance Schedules
Set PM (Bulk PM Edits)
Removing Assets
Asset Warranty Set Up
Meter Readings and Corrections
Brake Inspections Table of Contents
Brake Inspection Setup
Adding a Brake Inspection
Tire Inspections Table of Contents
Tire Inspection Setup
Adding a Tire Inspection
Renumber Asset or Change Asset Facility
Equipment Management Table of Contents
Equipment Master List Overview
Navigating the Equipment File
Adding Equipment Files
Mounting and Dismounting Equipment with Assets
Editing Equipment PMs
Asset Class Table of Contents
Asset Class Master List Overview
Asset Class File TOC
Asset Class File Class Info Panel
Asset Class Custom Fields Tab
Asset Class Asset Spec Tab
Asset Class Replacement Tab
Asset Class Attachments Tab
Creating an Asset Class
Editing an Asset Class
Adding a Class to an Asset
Asset Status Table of Contents
Asset Status Set Up
Asset Status Search Screen
Asset System Settings
Alternate Meter Settings
Custom Fields Settings
Vehicle Status Settings
Maintenance and Repair Menu Table of Contents
Work Orders Table of Contents
Work Orders Master List Overview
Work Order Templates
Closing a Work Order
PM and Planned Boxes
Mechanic Inspections Overview
Printing Work Orders
Work Orders Ready for Review
Create Work Orders
Work Order Status
Work Order Lines
Updating Meters in Work Orders
Work Order Attachments
Posting to Work Order Lines TOC
Posting Parts & Labor
Posting Miscellaneous Charges
Posting Warranty Credits
Reverse a Work Order Transaction
Parts Request Through Work Orders
Capitalized Work Orders
Tire Inspections via Work Orders
Brake Inspections via Work Orders
Shop Menu Table of Contents
Paperless Shop
Shop Activity
Paperless Shop Procedure
Assign Jobs
Shop Scheduler
Kiosk
Tire Inspection via Paperless Shop
Brake Inspection via Paperless Shop
Maintenance & Repair System Settings TOC
Cause Codes
Indirect Job Codes
Reason Codes
Repair Codes
Shop Codes
Priority Codes
Work Order VMRS Codes (WO VMRS)
Work Accomplished (Completion Codes)
Work Order Status Setup
Flat Rates
Shift Management
Adding and Deleting Shift Lines via Shift Management
Editing Existing Shift Lines via Shift Management
Kiosk Settings
PMs Due List
Campaigns
Planned Work Maintenance
Inspections Menu Table of Contents
Driver Reports (DVIRs)
Inspection Template Master List Overview
Creating an Inspection Template
Assigning and Completing an Inspection
Deleting a Paperless Inspection from Work Order Line
Service Requests Menu Table of Contents
Submitting Service Requests
Managing the Service Requests Queue
Accident Table of Contents
Accident Maintenance
Accident Forms
Part Management Menu Table of Contents
Parts File Table of Contents
Parts - Master List Overview
Part File Table of Contents
Parts File Information Panel
Parts File Vendor Tab
Parts File Inventory Tab
Parts File Details Tab
Parts File Attachments Tab
Parts File History Tab
Adding a Part File
Adding Part Files On The Fly
Deleting a Part File
Manage Part Link Options Table of Contents
Copy Part Files
Transfer Parts
Renumber a Part
Parts VMRS Codes For Warranty Tracking
Manual Part Inventory Count Adjustments
Managing Part Requests
Purchase Orders Menu Table of Contents
Purchase Orders Master List Overview
Purchase Order File Table of Contents
Purchase Order File Primary Info Panel
Purchase Order File Line Items Tab
Purchase Order File Info Tab
Purchase Order File Blanket PO Info Tab
Purchase Order File Attachments Tab
Purchase Order File History Tab
Purchase Order Approvals Process
Requested Purchase Order Approvals Menu
Creating a Purchase Order
Blanket Purchase Orders Process
Purchase Order Lines
Receiving Purchase Order Items
Printing Purchase Orders
Closing Purchase Orders
Requisition Process
Stock Needed
Barcoding Table of Contents
Installation and Printer Set up Table of Contents
Installing Network Card on Citizen CL-S700 Printer
Installing Citizen Label Printer
Installing Barcodes and Printer Service
Barcode Printer Selection
Printing Barcodes from a Citizen Label Printer
Using UPC Barcoding
Part Management System Settings
Part Type Settings
Part VMRS Codes Navigation and Settings
Part Kit Management and Process
Part Position Codes
Centralized Parts
Centralized Parts Set Up
Managaing Parts in Main Facility
Managing Parts in Sub Facility
Vendor Table of Contents
Vendor Master List Overview
Vendor File Table of Contents
Vendor File Primary Info Panel
Vendor File General Tab
Vendor File Blanket PO Info Tab
Vendor File Attachments Tab
Add a Vendor File
Edit Vendor Files
Warranty Claims Table of Contents
Warranty Claims Master List Overview
Warranty Claims File Table of Contents
Warranty Claims File Primary Info Panel
Warranty Claims File Claim Data Tab
Warranty Claims File Attachments Tab
Warranty Claims File History Tab
Warranty Claims Processing Overview
Warranty Claims Pending Status
Warranty Claims Submitted Status
Warranty Claims Received Status
Warranty Claims Posted Status
Creating a Warranty Claim
Tool Management Table of Contents
Tools Master List Overview
Navigating the Tool File
Adding a Tool
Tool Management Settings Table of Contents
Tool Management Statuses and Set Up
Tool Types Set Up and Management
Tool Check In Process
Tool Check Out Process
Fuel Table of Contents
Fuel Ticket Entry
Fuel - Load EFI
Fuel - EFI Review Exceptions
Fuel - Process EFI
Fuel - Settings
Fuel - EFI History
Fuel - Tank
Fuel - Pumps
Motor Pool Menu Table of Contents
Motor Pool - Getting Started
Motor Pool Asset Management
Motor Pool Settings Table of Contents
Motor Pool Reservation Rates
Motor Pool Reservation Status Setup
Motor Pool Reservation Process Table of Contents
Motor Pool Reservation List Overview
Motor Pool Reservation Overview
Creating a Motor Pool Reservation
Managing Motor Pool Reservations
Kiosk Mode for Motor Pool Reservations
Organization Menu Table of Contents
Facilities Management Table of Contents
Facilities Master List Overview
Facilities File Table of Contents
Facilities File Primary Info Panel
Facility File General Tab
Facility Settings Tab
Facility File Attachments Tab
Facility Printers Tab
Add a Facility
Edit Facilities
Renumber Facility
Archive or Disable Facility
Region
Customer Files
Department Files
Contact List and Notifications
Notifications Table of Contents
Notification Set Up
Receiving Notifications
Admin Menu Table of Contents
System Admin and Licensing Information
User Management Table of Contents
Creating New Users Individually
Bulk Create Accounts Using Bulk Invites - Admin Perspective
Account Set Up Using Invitation Email - User Perspective
Deleting and Editing Users
Employee Maintenance
Password Resets
Single Sign On (SSO)
User Group Menu Table of Contents
User Group Maintenance
User Groups Access Charts
User Permission Definitions Chart
Company Info
Period Cost Settings
System Switches Table of Contents
Test Switch
Imports Table of Contents
Imports - How to Import Files
Imports - History Overview
Imports - Field Definitions Table of Contents
Imports - Asset Import Information
Imports - Parts Import Information
Imports - Customers Import Information
Imports - Department Import Information
Imports - Employee Import Information
Imports - Contacts Import Information
Imports - Vehicle Contact Import Information
Imports - Vendor Import Information
Imports - PM Import Information
Imports - Work Order VMRS Import Information
Imports - Asset Class Code Import Information
Imports - Work Order Master File Import Information
Imports - Work Order Line Import Information
Imports - Work Order Transaction Import Information
Imports - Part Kit Master File Import Information
Imports - Part Kit Component Parts Import Information
Imports - Asset Custom Fields Import Information
Imports - Purchase Order Import Information
Transitioning from Classic RTA To Fleet360 Table Of Contents
Making the Transition from Classic to Fleet360
Getting to Know New Navigation
User Links to Classic
New Record Search Screens
End of Period Process Changes to Automatic Period Cost Process
Converting Classic WO Template Checklists to Paperless Inspections in Fleet360
Classic Software Crystal Reports Available in Fleet360
Fleet360 Software Releases Table of Contents
Release 2/20/2024 (1.13)
Release 12/11/2023 (1.12)
Enhancements to Reset Password Process 10.11.23
Release 10/10/2023 (1.11)
Release 8/7/2023 (1.10)
Release 6/5/2023 (1.9)
Release 4/4/2023 (1.8)
Release 1/18/2023 (1.7)
Release 12/5/2022 (1.6)
Release 10/6/2022 (1.5)
Release 8/11/2022 (1.4)
Release 6/17/2022 (1.3)
Release 2/22/2022 (1.2)
Release 9/10/2024 (1.16)
Release 7/10/2024 (1.15)
Release 4/22/2024 (1.14)
Release 11/11/2024 (1.17)
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