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Overview of Vehicles Screen - 365 Management

Connor
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The Vehicles screen allows you to add and manage vehicles on your Autocab system.

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To access this screen:

  1. Click on Vehicles from the Drivers/Vehicles dropdown menu.

    Vehicles nav.png

Add a vehicle

To add a new vehicle:

  1. Click on the Add button on the right-hand side. 

    add.png
  2. Enter any required vehicle details (marked with an asterisk *) within each tab.

    add vehicle.png
  3. Then click Create to add the vehicle.

Details

The Details tab is where you will enter the vehicle’s basic details.

add vehicle.png

  • Callsign: The unique number that identifies the vehicle. 
  • MDT ID: The vehicle’s mobile data terminal (MDT) ID number. 
  • Size (Passengers): The number of passengers the vehicle can accommodate. 
  • CO2 Emissions (g/km): The vehicle’s CO2 emissions value.
  • Make: The make of the vehicle.
  • Model: The model of the vehicle. 
  • Colour: The colour of the vehicle.
  • Registration: The number on the vehicles registration plate.
  • Year: The year the vehicle was produced.
  • Mileage: The vehicles total mileage.
  • Vehicle Type: The type of vehicle, for example, a ‘Hatchback’.
  • Capabilities: This defines which type of jobs the vehicle is capable of doing.
  • Transaction Group: Used for assigning a transaction group if you’re using vehicle accounts, rather than driver accounts.
  • Plate Number: The vehicle’s taxi licence plate number. 
  • Shift Pattern: Used to assign a shift pattern to a vehicle.
  • Suspended: Enable to suspend the vehicle from being used for work.
  • Company: Select which company the vehicle is managed under.
  • Vehicle Comments: Additional comments for the driver to read via Driver Companion.

Equipment

The Equipment tab is where you add any equipment that is used with the vehicle.

equipment tab.png

  • Terminal Type: This will be automatically set when the vehicle is activated.
  • Functionality Group: Select which functionality group this vehicle is managed under. 
  • Add-Ons Group: Select which add-ons group this vehicle is assigned to.
  • Phone Number: The phone number of the vehicle’s MDT device. Used to allow calls between the driver, customer and operator.
  • SIM 1 Number: The vehicle’s MDT device SIM number.
  • Software Version: This will automatically update based on the Driver Companion version.
  • IMEI: The IMEI of the vehicle’s MDT device
  • SIM 2 Number: The vehicle’s secondary MDT device SIM number.
  • Serial Number: The vehicle’s MDT device serial number.
  • Bluetooth PIA Serial Number: The serial number of the vehicle’s Bluetooth PIA.
  • Card Reader Serial Number: The serial number of the vehicle’s card reader, for example, SumUp.
  • Meter Serial Number: The serial number of the vehicle’s built-in meter.
  • Printer Serial Number: The serial number of the vehicle’s built-in printer.

Owner

The Owner tab is where you enter the vehicles ownership details.

owner tab.png

  • Driver Login Mode:
    • Off: All drivers of the same company can use the vehicle.
    • Allowed Drivers: Only drivers assigned to this vehicle can use it.
    • Disallowed Drivers: Only drivers not assigned to this vehicle can use it.
    • Group: Only drivers in the selected driver group can use it.
  • Has Two Owners: This allows you to assign two drivers if enabled.
  • Allocated To Owner: The owner-driver will not require a PIN to log in if enabled.
  • Owner Forename: The vehicle owner’s forename.
  • Owner Surname: The vehicle owner’s surname.
  • Owner Driver: Select which driver is the owner of the vehicle. 
  • Fleet Owner: Determines which fleet a vehicle is assigned to.
  • Owner PIN Prefix: The prefix of an owner’s PIN (1-9).
  • Owner Account Code: The account code of the vehicle owner if the vehicle has two owners.

Dates

The Dates tab is where you enter the vehicle’s document expiry dates.

dates tab.png

  • Insurance Expires: The vehicle’s insurance expiry date. 
  • MOT Expires: The vehicle’s MOT expiry date. 
  • Plate Expires: The vehicle’s taxi plate expiry date. 
  • Road Tax Expires: The vehicle’s road tax expiry date. 

Documents

The Documents tab is where you can add and manage a vehicle’s documents.

vehicles document tab.png

Add a document

To add a new document:

  1. Click on the Add button on the right-hand side.

    add.png
  2. Enter the document details:

    Name: The name of the document.
    Description: A basic description of the document.
    Document State: The documents state (Without, Uploaded)
    Upload Document: This allows you to upload a document.

    vehicles document tab add doc.png
  3. Then click +Add.

Edit a document

To edit a document:

  1. Double-click on a document.

    vehicles selected vehicle.png
  2. Edit the document details.

    vehicles document tab edit doc.png
  3. Then click Save.

Approval

The Approval tab is where you can accept or reject vehicle documents.

vehicles approval tab.png

To approve or reject a document:

  1. Click on the (Tick) or (Cross) button within the Approve column.

    ddd-approval-tab-approval-buttons.png

To download a document:

  1. Click on the (Download) button within the Download column.

    ddd-approval-tab-download-button.png

Edit a vehicle

To edit a vehicle:

  1. Double-click on a vehicle from the table.

    vehicles selected vehicle.png
  2. Make any necessary changes.

    edit.png
  3. Then click Save.

Note: You can also delete the vehicle by clicking on the 'Delete' button.

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