Handover sheets and photos attach to a vehicle handover

What moves

The signed handover sheet and photos are documents in Documents, and the handover keeps up to fifty references to them. Fleet never copies the file.

Before you start

• Documents and Fleet Management in your plan
• Document storage connected for your company
• The person holds a documents read permission
• A storage location connected in Documents

Step by step

1. DispatcherFleet Management

   Chooses Attach from Documents on the handover, or uploads a scan first.

   You see:The file is listed on the handover.

2. SystemDocument Management

   Keeps the file with its own versions and access rules.

   You see:Fleet never copies the file or its permissions.

3. DriverFleet Management

   Opens My vehicle and the Signed handover sheet link.

   You see:The sheet opens in the Documents viewer, if the driver may read it.

4. Fleet managerFleet Management

   Opens the sheet from the vehicle's Assignments tab during a dispute.

   You see:The signed copy is one click from the handover.

Related

• Document Management
• Fleet Management
• HR gets its own workspace
• Job descriptions are written in the online document editor
• Letter attachments are stored as documents
• Two people edit one spreadsheet and fix a mistake
• A confidential workspace only a named team can open
• Connections between modules