The Fleet Management module is an asset repository with unique features to manage vehicle assets and components separately from assets like devices and systems and components managed in the core VertiGIS FM Maintenance hierarchies.
In the Fleet Management module, you can arrange vehicles in your organization's fleet and components installed in vehicles into separate asset management hierarchies, oversee maintenance strategies and orders for preventative and corrective vehicle maintenance, log odometer readings and vehicle trips, and more.
Open Fleet Management
To access the Fleet Management module, click the Vehicle Fleet icon on the VertiGIS FM home page.
Fleet Management Icon
Click the down-arrow button on the icon to access shortcuts to key Fleet Management links and workflows.
Fleet Management Workflows Accessed from the Home Screen
You can also access the dashboard and search page from the modules panel in the left pane.
Fleet Management Dashboard and Search Page Access
Dashboard
You can access the Fleet Management dashboard by expanding Vehicle Fleet in the modules panel and clicking Dashboard.
Link to Fleet Management Dashboard
Legacy Dashboard
The legacy dashboard for fleet management includes the sections below.
Orders
The Orders section lists orders assigned to the user signed in to the application.
Actions
The Actions section lists links to the following Fleet Management tools and resources:
•Vehicle structure: Opens the hierarchical asset management structure that stores the vehicles in your fleet.
•Component structure: Opens the hierarchical asset management structure that stores the individual components in your inventory, which can be installed in your fleet's vehicles.
•Driver's log: Opens the form to add a new entry to the driver's log for one of the vehicles in your fleet. The driver's log documents all trips taken in a vehicle and calculates the vehicle's fuel consumption based on the distance travelled.
Actions Template
Deadlines
The Deadlines section lists vehicles that are approaching the end of their leases.
Deadlines Section
Refer to Lease a Vehicle.
KM Check
The KM Check section lists vehicles that are under lease and highlights vehicles that, based on data in their driver's log, are trending outside of the intended mileage specified in the lease.
KM Check Section
Refer to Manage Driver's Log and Lease a Vehicle.
Reports
The Reports section lists download links for the reports the system administrator has made available on this page for the role your user has been assigned. Clicking the link generates the report. Refer to the Report and Query Permissions administration topic for more information.
Reports Section
You can generate reports using other data on the search page. Refer to Generate Reports for more information.
Queries
The Queries section lists links to the search queries the system administrator has made available on this page for the role your user has been assigned. Refer to Report and Query Permissions for more information.
Queries Section
Refer to Save a Query for instructions on how to create a query.
Dashboard Customization
As a system administrator, you can create a customized dashboard for each VertiGIS FM product and module included in your license. Tools in the dashboard customization feature allow you to design a dashboard that conveys important information to your users, using your own live VertiGIS FM data associated with any assets, data objects, and properties in your system.
Customized Dashboard with Characteristic Values, Charts, and a Map
Dashboard objects you can add to your start page include KPI metrics, charts, lists, and maps. You can also include any of the template sections from the legacy dashboard in your customized dashboard.
When you create a custom dashboard, you can add any of the items below to your start page.
Dashboard Object Presentation Types
Presentation Type |
Description |
|---|---|
A counter that reflects the quantity of a data object (e.g., the number of buildings or devices) in the VertiGIS FM database, or the sum or average of a property with a numeric value across all data objects of a given type (e.g., the total floor area across all buildings in the system). |
|
A line, bar, or circle (pie) chart that visualizes data associated with a VertiGIS FM data object. |
|
A list of data objects of a given type (e.g., devices, buildings, or work orders), with their properties sorted into columns so users can search and filter them on the dashboard. |
|
A VertiGIS Studio web map that has been integrated with your VertiGIS FM environment. You can configure it to display a layer mapped to a data object in VertiGIS FM. |
|
An icon and text that links to an external application or website. |
|
Default data objects, like Actions, Operational Procedures, and task-based objects associated with the user signed in to VertiGIS FM. |
To access the dashboard customization page, click the gear icon (
) at the top of the dashboard you want to customize.
Link to Dashboard Customization Page
Refer to Dashboard Customization for instructions on how to add custom objects to your dashboard.
