The signed handover sheet travels with the handover
Who is involved
| Role | What they do |
|---|---|
| Dispatcher | Attaches the signed sheet and photos to the handover. |
| Driver | Opens the sheet from their own vehicle card. |
| Fleet manager | Opens the sheet later if the handover is disputed. |
Step by step
- Dispatcher
Hands a vehicle over and, in the dialog, chooses Upload a scan first and then Attach from Documents.
What they see:The sheet is listed in the handover form.
- Driver
Opens My vehicle.
What they see:A Signed handover sheet link on the card for that vehicle.
- Driver
Opens the link.
What they see:The sheet opens in Documents, if the person who uploaded it has shared it with the driver.
- Dispatcher
Later opens the vehicle's Assignments tab and presses Attach sheet on an older handover.
What they see:More files are added; nothing already attached is removed.
- Fleet manager
Opens the same Signed sheet column during a dispute.
What they see:Every attached file for each handover.
Who is told what
No separate notification; the handover notice to the driver already links to My vehicle.
Related
- Fleet Management
- Document Management
- A driver's incident report is reviewed and answered
- A driver's licence reminder leads to the new date being recorded
- A fleet manager discusses a faulty vehicle with the workshop manager in chat
- Handover sheets and photos attach to a vehicle handover
- Insurers, lessors and agencies come from Contacts & Partners
- Team workflows