Home PTC ERP Vehicle Management

Planner Log

2 Out of 2 Found Helpful
Posted on 2025-08-12

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...

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Forward Planner

2 Out of 4 Found Helpful
Posted on 2025-08-12

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...

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Manage Vehicles

2 Out of 4 Found Helpful
Posted on 2025-08-12

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...

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Manage Vehicle Group

3 Out of 6 Found Helpful
Posted on 2025-08-12

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...

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