Module Generator: Basic function of the fleet management module

Modified on Thu, 2 Apr at 4:21 PM

Note: The fleet management module is based on the standard module template of the Module Generator. Modules created with the Module Generator can be adapted to your individual requirements. This guide describes the basic functions of the standard template.

Module Objective

This module simplifies your fleet management. As a fleet manager, you get a complete overview of all company vehicles, their assignments to employees, and the tasks associated with each vehicle.

Process Flow

The fleet follows this process:

You submit a vehicle request.
After the request is approved, you order the vehicle.
Upon delivery, you register the vehicle as an "active vehicle" in the fleet.
When a vehicle is no longer needed (e.g., at the end of its useful life), you deactivate it in the fleet.
After sale or scrapping, you change the vehicle status to "former vehicle" – this preserves the vehicle history.

Module Elements

The module elements represent your vehicles. Each vehicle consists of the following sections:

Contract Information

Here you'll find all financial aspects of the vehicle: lease contract details, delivery date, and information about dealers and fuel cards.

Vehicle Information

This section contains the technical data of the vehicle:

Make, model, vehicle identification number (VIN)
License plate and tires
Vehicle inspection (MOT) due dates
Assigned driver

Papers and Additional Documents

Here you store all relevant documents digitally: contracts, registration papers, and other vehicle-related documents.

Task Management

In this section, you create tasks for drivers, fleet managers, and other team members. This ensures that inspections, maintenance, and other regular tasks are completed on time.

Rights Management

Under **Roles**, you'll find the "Fleet Manager" role. Users and groups listed there have permission (in addition to Key Users) to view all vehicles. By default, vehicles are visible to all employees – you can adjust this in the module configuration.

Important: Only the fleet manager can perform all vehicle status transitions. The only exception is the "Request vehicle" action, which is available to all employees.