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User guide
Table of content
Vehicle Fleet Manager 3.0.........................................................................................................................3
Main window............................................................................................................................................ 4
Menus bar..............................................................................................................................................6
"File" menu.......................................................................................................................................... 7
"Tools" menu....................................................................................................................................... 8
"Security" menu...................................................................................................................................9
Setup of security options................................................................................................................ 10
Access levels.................................................................................................................................. 11
Users............................................................................................................................................... 13
"Configuration" menu........................................................................................................................ 15
Vehicle groups management.......................................................................................................... 16
Selection fields management..........................................................................................................18
General settings.............................................................................................................................. 19
Options............................................................................................................................................ 21
Connection to database..................................................................................................................23
"?" menu............................................................................................................................................25
Tools bar.............................................................................................................................................. 26
"Employees" window......................................................................................................................... 28
"Contact info." tab........................................................................................................................... 30
"Vehicles driven" tab....................................................................................................................... 31
"Accidents" tab................................................................................................................................ 32
"Attached files" tab..........................................................................................................................33
"Reports" tab................................................................................................................................... 34
"Vendors" window..............................................................................................................................35
"Parts" window.................................................................................................................................. 37
"Services" (master list) window......................................................................................................... 39
Service template management....................................................................................................... 41
"Reminders" window......................................................................................................................... 43
"Reports" window.............................................................................................................................. 45
"Other reports" tab.......................................................................................................................... 47
"Fuel consumption" tab...................................................................................................................48
Tabs..................................................................................................................................................... 49
"Purch./leasing info." tab...................................................................................................................50
"Insurance/misc." tab.........................................................................................................................51
"Service schedule" tab...................................................................................................................... 52
Service complete............................................................................................................................ 54
"Services completed" tab.................................................................................................................. 55
"Parts used/guaranteed" tab............................................................................................................. 56
"Fuel log" tab.....................................................................................................................................57
"Tyres" tab......................................................................................................................................... 58
"Other fees" tab.................................................................................................................................59
"Accidents" tab.................................................................................................................................. 60
"Breakdown" tab................................................................................................................................61
"Odo. reading" tab.............................................................................................................................62
"Drivers" tab...................................................................................................................................... 63
"Attached files" tab............................................................................................................................64
"Reminders" tab................................................................................................................................ 65
How to setup the network edition......................................................................................................... 67
Vehicle fleet manager allow you to gather and track data, create service schedule and generate detailed
reports and graphs regarding your vehicle fleet. It is suitable for service and commercial enterprise as well
as for big transportation corporation.
Main window
Menu bar
Access to menus
Tools bar
Tools bar
Tabs
Access to tabs
List of vehicles
The list of vehicles. You can filter this list using the search frame.
Search
Menus bar
"File" menu
Backup database
Allo you to do a copy of the database file. The database file is GESTIONFLOTTE.FDB.
In standalone mode, the default path of the database file is "C:\Program Files\Vehicle Fleet Manager
3.0 Data\".
If you use the Network Edition, the database could be installed on any computer on your local
network. This computer will be the "Database server". See section How to setup the network edition
for more details. The default path of the database file remains the same, say : "C:\Program Files
\Vehicle Fleet Manager 3.0 Data\".
Restore database
Indicates how to restore a database file.
To restore the database, you must shut down Vehicle Fleet Manager first. If you are using the
Network edition, make sure that Vehicle Fleet Manager is shut down on every client computer.
For users of the Standalone edition :
Replace the file "C:\Program Files\Vehicle Fleet Manager 3.0 Data\GESTIONFLOTTE.FDB" (this is the
default path of the database file) with a backup file (*.gbk) and rename it with the usual database
name, say : GESTIONFLOTTE.FDB
For users of the Network edition :
Connect to any client computer, run Vehicle Fleet Manager and go to menu "Configuration Connection to database". There you will find the name of the computer (this is the database server)
as well as the path where the database file is installed. Log on the database server and replace the
file GESTIONFLOTTE.FDB in the specified path with a backup file (*.gbk). Rename this file with the
usual database name, say : GESTIONFLOTTE.FDB
Exit
To shut down Vehicle Fleet Manager
"Tools" menu
Global management
This menu let you access the global management windows. Those windows let you show, edit and
delete records among all vehicles.
These windows can be useful when it comes to the typing of a batch of records from several vehicles
Services completed
Global management of completed services.
Fuel log
Global management of fuel log.
Tyres
Global management of tires.
Other fees
Global management of other fees.
"Security" menu
Access levels
To create and configure access levels. Access levels are used for limiting access to certain features
of the software to users. See the Users window for more details about how to configure users.
Users
To create, configure and show users. Users are used for limiting access to certain features of the
software to certain people.
This function works the same way as the microsoft windows login. You have to enter a username and
a password in the login window to identify you. This login will let you have access to the features you
are allowed to access only.
Sets the locking parameters of the software. You can choose to lock the program after a certain time
or never to lock. Once the software is locked, a user must enter their username and password in
order to unlock.
Let you change the "admin " password. The username "admin" is configured by default with a blank
password. This username lets you access all the features of the software and can not be deleted. You
can change this password using this button.
Save/cancel
Access levels
You can set access levels and users. This limits access to various features of the software for some users. To
enable the management of users, you must check the "Activate users login"of the Setup of security options
window. When opening the software, a window will prompt the user to log in with his username and its
password.
The username "admin" is configured by default with a blank password. This username lets you access all
the features of the software and can not be deleted. You can change the "admin" password using the button
provided for this purpose in the Security Options window.
Search
Users
List of users
Search
"Configuration" menu
Language
Lets you modify the language of the software.
General settings
Lets you view and manage the general settings.
Options
Lets you view and manage options.
Connection to database
Lets you view and manage the database connection settings.
Vehicle groups let you easily find your vehicles. Using the "Assign users to this group link", they can also be
used to limit the access of some users to a particular type of vehicle.
The list of vehicles that belongs to the vehicle group selected in the left list.
Search
Add or delete
Selection fields
General settings
Allows to include the names of two custom fields associated with vehicles.
Unit of measure
Save/cancel
Options
Allows you to define which tabs are to show or hide in the main window.
Allows you to choose the action to take on the end odometer of the last fuel record when editing or
creating a fuel record.
Save/cancel
Connection to database
This field let you set the path of the database file you want to connect to. The name of the database
file is GESTIONFLOTTE.FDB and it's default path is "C:\Program Files\Vehicle Fleet Manager 3.0
Data".
If you are using the "Network" edition, you have to type the path where the database is installed on
the database server computer. For example, if the database file (GESTIONFLOTTE.FDB) is located
on the database server "SERVER1" in folder "C:\Program Files\Vehicle Fleet Manager 3.0 Data",
you have to select the database server name "SERVER1" and type "C:\Program Files\Vehicle Fleet
Manager 3.0 Data" as the path of the database file. See the How to setup the network edition section
for more details
Save/cancel
"?" menu
Help
Access to help files
Report a bug
Lets you submit issues, bug or comments to our programmers.
Tools bar
Employees
Vendors
Parts
Services
Reminders
Access to the list of reminders. If this button is flashing red, it indicates that there is "not
recognized" reminders.
Reports
Help
"Employees" window
List of employees
Search
The list of vehicles driven by the selected employee. This list is automatically updated when a driver is
associated to a vehicle. You can update this list manually.
"Accidents" tab
"Reports" tab
"Vendors" window
List of vendors
Search
"Parts" window
Search
Search
Add or delete
"Reminders" window
Edit reminder
Mark as recognized
Search
"Reports" window
List of vehicles
The list of vehicles. Vehicle reports requires the selection of one or more vehicles in this list.
For example, if you want to print or show an expenses report for vehicles #1 and #2, select those
two vehicles in the list then select the "Expenses" report in the list of reports.
Lets you select the period from which you want to show data.
Lets you choose if the report will include all the vehicles or only the ones who are selected in the list.
For expenses reports only. Lets you choose the expenses to show on the report.
For services reports only. Lets you choose which items are to show in the report.
Search
This tab lets you generate reports that are not related to vehicles (for example, the list of vendors).
This tab lets you show a fuel consumption graph for the selected vehicle(s).
Tabs
1. Purchased
2. Rented
You can set automatic payments for your vehicles, no matter if they are rented or purchased. According
to the settings you made, payments will be automatically added to the list of payments of the vehicle. The
payments can be shown in expenses reports. You can manually edit the list of payments using the "Add",
"Edit" or "Delete" buttons.
"Insurance/misc." tab
Lets you define insurance, technical inspection and license of the vehicle information.
For each one of these information, you can set an expiration date. A reminder will be generated when it
expires.
Service complete
Skip this service. The "Last performed" and "Next due" date are updated.
Frequency
The frequency at which the service needs to be performed.
Last performed
The last time the service was performed.
Next due
The date or odometer when the service will be due again.
Service complete
This window allows you to select the vendor and/or technician in charge of the service as well as the date
and the odometer when the service was completed.
When a service is mark as "Completed", a new "completed service" record is created in the "Services
completed" tab.
Save/cancel
This window shows the list of completed services for the selected vehicle.
The list of expenses of the selected service. The total ammount of this list is shown in column "Cost"
of the corresponding service in the services list.
There is four type of items you can find in this list :
1.
2.
3.
4.
This tab shows the list of parts that has been used for this vehicle. So, if you add a part to a service or a
breakdown, it will be shown here. You can also add parts manually using the "Add" button.
This list could be very useful for your technicians to easily find out which replacement part must be install on
a vehicle. It will also be very helpful to know if a warranty expired on a part.
Lets you show the service for which the selected part was used for the last time.
"Tyres" tab
"Accidents" tab
"Breakdown" tab
This window shows the list of breakdown for the selected vehicle.
List of breakdown
The list of brekadowns that occurs on this vehicle, including the breakdown and reactivation date.
The list of expenses of the selected breakdown. The total ammount of this list is shown in column
"Cost" of the corresponding breakdown in the breakdowns list.
There is four type of items you can find in this list :
1.
2.
3.
4.
If the odometer reading was automatically created while creating a fuel record, a completed service,
a breakdown or other record, you can use this button to directly access this record.
"Drivers" tab
The list of drivers who drove the selected vehicle. This list is automatically updated when a driver is
associated to a vehicle. You can update this list manually.
"Reminders" tab
Lets you view the record that is causing this reminder to show.
Edit reminder
Recognized
Not recognized
To setup Vehicle Fleet Manager on your local network (Network edition only), please download and follow
carefully this procedure : http://www.vinitysoft.com/download/NetworkSetupVFM.pdf