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Download Open Fleet User Manual
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Open Fleet User Guide Table of Contents Introduction .................................................................................................................... 5 Printing this Manual ....................................................................................................... 6 Installation...................................................................................................................... 7 First run .......................................................................................................................... 8 The Screen ..................................................................................................................... 9 The Toolbars ............................................................................................................ 10 The Find Box ........................................................................................................... 10 Booking a Vehicle........................................................................................................ 11 Manually Selecting a Vehicle (Availability policy dependent) ............................... 13 Recurring Bookings ................................................................................................. 14 Outlook Integration .................................................................................................. 15 Find a Lift .................................................................................................................... 17 Passengers and Co-Drivers .......................................................................................... 18 Splitting the cost of the trip ...................................................................................... 19 Cancelling .................................................................................................................... 20 Cancelling a Booking ............................................................................................... 20 Cancelling a Lift ...................................................................................................... 20 Entering the Cancellation details ............................................................................. 21 Running Sheet (Availability is policy dependent) ....................................................... 22 Administrators Section ...........................................................................26 What’s New ................................................................................................................. 27 Getting Started ............................................................................................................. 28 Determining Fleet Administrators ........................................................................... 28 Determining Other Important Roles ........................................................................ 29 Determining and Implementing Organisation Policy .............................................. 30 Configuring Lists ..................................................................................................... 30 Organising Pools ...................................................................................................... 30 Entering Vehicles ..................................................................................................... 30 Entering Users .......................................................................................................... 30 Entry of Existing Bookings ...................................................................................... 30 User Account Types ..................................................................................................... 31 Functions of User Account Types............................................................................ 32 Users ............................................................................................................................ 33 Read Only ................................................................................................................ 36 Deleting Users .......................................................................................................... 36 Usernames and passwords ....................................................................................... 36 Smart Booking ............................................................................................................. 37 Sample Booking ....................................................................................................... 37 Vehicle Pools ............................................................................................................... 39 Allocating Vehicles into Pools................................................................................. 40 Running Sheet .............................................................................................................. 41 Key in / Key Out ...................................................................................................... 42 Switching Vehicles ...................................................................................................... 43 Pool Booking Slip ........................................................................................................ 44 Reports ......................................................................................................................... 46 Sample Reports ........................................................................................................ 46 Region Filter ............................................................................................................ 47 Utilisation Reports 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