Asset Custom Fields Tab
The custom fields tab holds multiple panels. This tab allows users to document asset specs in the asset file.
This article will cover all the panels and fields found in the Custom Fields tab.
You can visit Asset File Table of Contents to access the full list of articles related to Displayed Asset Data in RTA Software.
Class Custom Fields Panel
Special globally-defined fields can be assigned in the asset records, allowing vast customization of the information recorded for each asset. In this panel you manage the customized fields that are specific to the asset classification. These fields will then be used to track various information applicable to all asset records of that specific asset class.
The asset must be assigned to a class code for these to work. The fields shown here are the ones added on that class’s Custom Fields tab; they appear on every asset in the class automatically and cannot be added or removed from the asset. Refer to Asset Class Custom Fields Tab to change the fields on a class.
To edit these fields, click in the appropriate field, enter the information, and click the check mark
The field values can be edited here as stated above. The field descriptions cannot be edited from here. Refer to Custom Field Maintenance to learn how to create field descriptions that can be applied to the class code.
Not seeing the field on the asset? Check, in order:
The field exists in the Custom Fields Master List (Assets > Settings > Custom Fields) and its Disable box is not checked. Creating the field there does not put it on any asset by itself.
The asset is assigned to a class (Class Code on the asset header).
The field has been added on that class’s Custom Fields tab (Assets > Class > open the class). Fields added to a class appear in the Class Custom Fields panel of every asset in the class; give it a moment and refresh the asset if it does not show right away.
If the field is meant for this asset only, apply it in the Asset Custom Fields panel instead: choose it in Apply New and click the + sign.
Asset Specs are a different set of fields: their labels come from the class’s Asset Spec tab, not from the Custom Fields Master List.
Asset Specs Panel
All of the class related information fields are notational fields for your benefit and are not used by the RTA system; enter the data as needed. The field labels are designated based on the class code assigned to the asset. This allows customization of data fields for the various types of assets in your fleet. The mechanical field labels can be completely different for tractors, trailers, forklifts, vans, buses, etc.
The master template for each asset class is defined in the class code record. Refer to Vehicle Class Codes for more information.
To edit these fields, click in the appropriate field, enter the information, and click the check mark.
All the fields are alphanumeric with the exception of the last field in the first column, which is a numeric field. Refer to "Text Fields Vs. Numeric Fields" for more information.
Not seeing your Vehicle Specs fields? The field labels in the Asset Specs panel come from the asset’s assigned class code, not from Departments. If the panel shows no fields, or not the fields you expect, confirm the asset is assigned to a class and that the class has its Asset Specs set up. To define the field labels and dropdown options for a class, go to Assets > Class > open the class > Asset Spec tab (see Asset Class Asset Spec Tab). To create or assign a class, see Creating an Asset Class. Departments do not configure Vehicle Specs.
Asset Info Panel
Twenty user-definable fields are available for tracking additional information about assets in your fleet. These fields are unique to the asset and are not related to the asset class code. A few examples of the type of information you can track in the user-definable fields include:
CB radios
5th wheel make/model
Interior/exterior paint colors
Key codes
Belts and hoses
CPL numbers
Police light bars
Passenger capacity
Route information
The value entered in the first two lines represent the Fuel Debit Number and Fuel Credit Number fields used for the Fuel Billing Report by Account code. If you won't be printing this report, you may use these two fields for anything else you wish to track.
To edit these fields, click int eh appropriate field, enter the information, and click the check mark.
Users can also re-define/title these fields as needed by clicking the Edit Description button, changing the title of the field and clicking the checkmark.
Asset Custom Fields Panel
Special globally-defined fields can be assigned in the asset records, allowing vast customization of the information recorded for each asset. Once those fields have been established, they can be updated in the asset records in Fleet360.
Unlike the Class Custom Fields panel, fields here are applied one asset at a time. The Apply New list offers every field in the Custom Fields Master List (Assets > Settings > Custom Fields) that is not disabled and not already on this asset; a field must exist in the master list before it can be applied. Refer to Custom Fields Settings.
To add a field to the panel, click the Apply New drop down, select the field you’d like displayed and click the + sign.
To edit the data for an existing displayed field, click in the field, enter the data, and click the check mark.