The Planner Log keeps a history of all scheduled and completed tasks.🔍 View Logs:Go to Vehicle Management > Planner Log.Filter by Vehicle, Date Range, or Task Type.View details such as:Vehicle RegistrationTask TypeScheduled DateCompletion DateStatus (Completed / Pending / Overdue)📥 Export Logs:Click Export to download logs in Excel or PDF form...

Plan and schedule upcoming vehicle-related tasks.📌 Add a Planned Task:Navigate to Vehicle Management > Forward Planner.Click + to add a new planned task.Enter:Vehicle (from the vehicle list)Task Type (e.g., MOT, Service, Inspection)Scheduled DateAssigned Depot / TechnicianClick Save to schedule it.📌 Notes:Planned tasks will appear in the Forwa...

This section holds the main vehicle database.➕ Add a New Vehicle:Go to Vehicle Management > Manage Vehicles.Click + to open the Add Vehicle form.Fill in:Vehicle RegistrationMake & ModelVehicle Group (select from existing groups)VIN / Chassis NumberPurchase DateService Interval (if applicable)Save the record.🔍 Search / Filter Vehicles:Use filte...

This section lets you create and manage groups to categorize vehicles.➕ Create New Vehicle Group:Log in to the ERP Admin Panel.Navigate to Vehicle Management > Manage Vehicle Group.Click + in the top-right corner.Enter:Group Name (e.g., HGV, PSV, Vans)Description (optional)Click Save.✏️ Edit Group:Use the Edit or Delete icons next to the group...

The Manage PCN module allows you to track, filter, and manage Penalty Charge Notices (PCNs) across all companies, depots, and issuing authorities.📋 PCN OverviewAt the top of the screen, you will see:Total PCNs – Total number of PCNs recorded in the system.Total Amount – Combined monetary value of all PCNs.🔍 Filtering PCNsYou can filter PCN rec...

The WalkAround Log stores all completed walkaround inspections and their outcomes.🔍 View Logs:Go to WorkAround > WalkAround Log.Filter by Driver, Date Range, or Vehicle.See details for each log:Driver NameVehicleInspection Date/TimeFindings / DefectsStatus (Pass / Fail)📥 Export Logs:Use the Export button to download logs for audits or complian...

This section stores all relevant contacts for WorkAround-related reporting or emergencies.➕ Add a Contact:Navigate to WorkAround > Contact Book.Click + and fill in:NameRole / DepartmentPhone NumberEmailSave the contact.📌 Tips:Keep emergency and maintenance contacts up-to-date.Contacts here can be linked to incident reports in the system.

Use this section to configure the WalkAround checklists, items, and rules for drivers.⚙️ Create / Edit Profile:Go to WorkAround > WalkAround Profile.Click + to create a new profile or Edit on an existing one.Fill in:Profile NameChecklist Items – Add all inspection points.Frequency – How often checks must be completed.Save your profile to make ...

DescriptionThis section lets you create and manage descriptions for WorkAround checks or processes.➕ Create New Description:Log in to the ERP Admin Panel.Go to WorkAround > Description.Click the + button in the top-right corner.Fill in:Title – Short name for the description.Details – A full explanation of the process or requirement.Click Save ...

This section records all policy acknowledgments and compliance activity.🔍 View Policy Acknowledgments:Navigate to Driver Handbook > Policy Log.Search or filter logs by Driver Name, Policy Title, or Date Range.View the following details for each record:Driver NamePolicy TitleAssigned DateAcknowledged DateStatus (Acknowledged / Pending / Overdue...