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This document will walk you thorough the various sections of the Motor Pool Reservation File which can be accessed by:

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Table of Contents
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Primary Information Panel

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The image that displays of the vehicle will pull in if the asset file has a profile picture with it. One can be added if there is not one already there.

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Expand
titleClick to expand and view the table of fields

Field

Purpose

Editable

Vehicle

Asset number assigned to the Motor Pool Vehicle

Only at creation of the reservation

Reservation Status

Current status of the reservation

Yes by clicking on the item or by adding actual checkout and check in information to the reservation

Planned Check Out

Lists the date the renter/driver is planning to check out the asset

Yes if changing to a later date and time by clicking on the pencil icon

Planned Return

Lists the date the renter/driver is planning to return the vehicle

Yes if changing to a later date and time by clicking on the pencil icon

Check Out

Action button to input actual check out data

Yes by clicking the link

Return

Action button to input actual return data (only visible after the checkout has occurred and been entered)

Yes by clicking the link

Total Days

Will tally after the return and show total days between checkout and return

No

Total Miles

Will tally after the return and show total miles between checkout and return

No

Renter Name

Name of the renter

Yes by clicking on the name and editing

Renter Department

Department associated with the renter

Yes by clicking on the department and choosing a new one

Renter Phone Number

Phone number for renter

Yes by clicking in the field and making edits

Renter Email

Email for the renter

Yes by clicking in the field and making edits

Payment Type

Type of payment used for rental if applicable

Yes by clicking in the field and selecting the appropriate option

Driver Name

Driver’s Name

Yes by clicking in the field and making edits

Driver Department

Department associated with the driver

Yes by clicking on the department and choosing a new one

Driver Phone

Phone number for the driver

Yes by clicking in the field and making edits

Driver Email

Email for the driver

Yes by clicking in the field and making edits

Diver’s License Number

License number issued to the driver

Yes by clicking in the field and making edits

Check Out Tab

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Populates with information input into the system when using the Check Out Link Button in the Primary Panel such as the following:

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An attachment such as a picture can be added at check out as well if necessary.

Return Tab

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Populates with information input into the system when using the Return Link Button in the Primary Panel such as the following:

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An attachment such as a picture can be added at return as well if necessary.

Cost Tab

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Pulls in some existing information such as:

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  • Damage/Abuse = free form notes area to note any damage to the vehicle

  • Other = free form notes to notate anything more

  • Payment Number = related to payment type and able to list the GL Code, Check Number, or PO # that was used as the Payment type. (Not able to input a card number if card type is chosen for security purposes)

Notes Tab

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Use this tab to free form any master notes for the reservation that need to be part of the record.