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New Truck Creation Process

Updated

Note: The Fleet Asset Owner needs to be created or already exist to be able to create a Truck.

 

Step 1

Go to the Fleet Administration Screen by click the following icon in the top left corner.

After Selecting or creating the Fleet Asset Owner that this Fleet Asset (Truck) is being created for, scroll down to the Assets & Drivers section for that Fleet Asset Owner and select “Trucks”.

The End User selects the “Create  New Asset” button  in the top right of the screen which will take them to the Fleet Asset (Truck) Creation screen.

Note: After the Truck info key details required fields have been completed the other section will become editable.

Truck Info

Key Details

  • Key Details & Status

  • Drivers

  • Registration Information

  • Compliance Overrides

Identifying Information

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Truck Specifications

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  • Weight / Capacity Specifications

  • Vehicle Dimensions

  • Tray Dimensions

  • Other Info

Compliance

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  • Registration Information (displays information from Key details Screen)

  • Insurance

  • Services and Police Checks

Truck Images

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Additional Equipment

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  • Using the drop-down menu select the relevant additional equipment.

Adding Crane Details

  • Enter required fields of Make & Model of Crane
  • Select “Add Manufacture Details” to add:  
    • Manufacture date.
    • Add image of compliance plate

  • Select “Confirm” button to save manufacture details.

Adding a Service Record

  • Select the “Plus” in the top right of the screen to add a new service record.

  • Select the “Confirm” button to save “Service Record” details.
  • Once Service records have been entered the details will be displayed as below.

Adding Lifting Capacity  

  • Select the “Plus” in the top right of the screen to add a new lifting capacity record.

  • Select the “Confirm” button to save “Lifting Capacity” details.

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Note: Select the “Save” Button at the top right of the screen after all crane details have been entered  

 

Adding Tail Gate Details

  • The following fields capture the details  about the trucks  “Tail Gate”.
    • Type – Door / Hydraulic
    • Size – Full size / Half Size
    • Height
    • Tail Gate Tonne

Note: The user can select the “tick box” to make the next service date a required field and will be reported on as a compliance requirement.

 

Adding Strap Details

  • Select the “Add Strap” button to add the details of each strap associated to the truck.
  • Straps will be listed under “Strap details” after they have been entered.

The required fields for each strap are as follows.

  • Serial Number
  • Last inspection Date

Once all information has been entered Select “Add Strap” to save the Strap entry.

 

Adding Chains Details

  • Select the “Add Chain” button to add the details of each strap associated to the truck.
  • Straps will be listed under “Chain details” after they have been entered.

The required fields for each strap are as follows.

  • Serial Number
  • Last inspection Date

Once all information has been entered Select “Add Chain” to save the Chain entry.

Other Equipment – Gates & Timbers

Note: Gates & Timbers don’t require any specific information to be entered

Rate Details

Fuel Surcharge

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Service Rates

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See “Setting Truck Service Rate Table & Fuel Levy” for further instructions.