A fleet manager flags a fault and the workshop manager follows up
Who is involved
| Role | What they do |
|---|---|
| Fleet manager | Writes the note and schedules the follow-up. |
| Workshop manager | Completes the follow-up. |
Step by step
- Fleet manager
Opens the vehicle and writes a note that the brakes were flagged.
What they see:The note is on the vehicle's conversation with their name and time.
- Fleet manager
Schedules an activity to book a re-inspection and assigns it to the workshop manager.
What they see:The activity appears on the vehicle.
- Workshop manager
Opens their own activities.
What they see:The task, with a link to the vehicle.
- Workshop manager
Marks it done.
What they see:The vehicle's panel shows it completed for the fleet manager.
Who is told what
The task appears in the workshop manager's own activities list, and the note is on the vehicle for everyone who can see it.