Recalls Assets Tab

The Assets tab in the recall file is used to display all fleet assets that have been automatically or manually linked to the recall based on matching year, make, and model criteria. Its purpose is to give users a clear view of which specific units in their fleet are affected, allowing them to track, add, or manage these assets as needed. This tab supports the planning and execution of recall-related work and creating a Campaign to execute the repairs.

Adding Assets

Assets are automatically linked to the recall based on matching year, make, and model criteria. But there is the ability to manually link assets to the recall as well. See below to learn how to add assets.

1. Click the plus icon

2. An asset list will appear. Select the assets that need to be added to the recall

3. Click add

Deleting Assets

If certain assets appear on the list and they do not meet the criteria of the recall, see below to learn how to delete assets from the list.

1. Select the asset(s) to be deleted from the list

2. Click the trash can icon

3. A pop up will appear to confirm the deletion, select Delete to confirm

Creating Campaign from Recall File

Creating a campaign from the recall file allows you to organize and manage the repair process for all assets affected by a specific recall. The campaign pulls in key recall details and automatically links all matching assets, streamlining the process of scheduling, tracking, and completing required work.

Reason to create a campaign:
To ensure consistent, documented, and efficient resolution of the recall across your fleet, while maintaining compliance and simplifying work order creation for all impacted units. See below to learn how to create a campaign.

1. Click Create Campaign

2. The create campaign window will appear. You will notice that the top section is prefilled with information from the recall with exception of the Email box. You do have the ability to provide an email.

3. Fill out the “Work to Complete” criteria

Field Explanations:

• Add Line - This gives the ability to add more than one job line

• Custom Toggle - This gives the ability to create a custom template

• Template Toggle - If selected the ability to choose a work order template is available

  • See Work Order Templates to learn more

• Template Name - When creating a custom template provide a name ( 7 character limit)

• Description - Provide a brief description

• Priority - If using priority codes, select one from drop down

  • See Priority Codes to learn more

• Reason - Select reason code from drop down

  • See Reason Codes to learn more

• Repair Type - Select repair type from drop down

  • See Repair Type to learn more

• Cause Code - Select cause code from drop down

  • See Cause Codes to learn more

• Quantity - This is quantity of jobs to be performed

  • Example: If a recall required inspection of 4 wheel hubs, then the quantity would be 4 for this job.

• Inspection Template Name - Select an inspection template if one is created for the specific recall

  • To learn more about inspections, see Creating an Inspection Template

• Notes - Add any notes pertaining to the job

4. Click Create

Once the campaign is created for the recall, the campaign window will appear referencing the dedicated recall number. For further workflow operations please see Campaigns to learn more.