A fleet manager discusses a faulty vehicle with the workshop manager in chat
Who is involved
| Role | What they do |
|---|---|
| Fleet manager | Opens a discussion from the vehicle page and describes the fault. |
| Workshop manager | Joins the discussion and opens the vehicle from the card. |
Step by step
- Fleet manager
Opens the vehicle and presses Discuss in chat on its History tab.
What they see:A chat discussion opens with the vehicle attached.
- Fleet manager
Adds the workshop manager and writes what is wrong with the vehicle.
What they see:The message is in the discussion.
- Workshop manager
Opens the discussion from their chat list and clicks the vehicle card.
What they see:The vehicle page opens, because they hold Fleet access.
- Workshop manager
Replies in the discussion.
What they see:The reply is visible to the fleet manager in the same discussion.
Who is told what
Chat shows the discussion in the workshop manager's chat list. Fleet sends nothing of its own.