Report an installation

Once the installation is verified, a report can be added. To do this, go to the installation view and click on the "Add Report" button.

User access: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiOperator, FleetiTechnician, FleetiTechnicianAdmin

Report Form

The report form includes the following fields:

- Installation Date: Date on which the installation was actually performed.
- Comments
- Odometer: Equipment's odometer reading at the time of installation.
- Engine Hours: Equipment's engine operating hours at the time of installation.
Note that at least the odometer or engine hours must have a value.

Only technicians can add a report, and the technician must be listed in the installation's technician list.

After adding the report,
- The installation status is updated to "Done". It is then ready to be validated.
- The odometer is updated on the gateway in Fleeti Tracking.
- Engine hours are updated on the gateway in Fleeti Tracking.
- The end of the installation is set to the current date.

Updating the Report

Any user with access to an installation can edit it.
The report can be updated if the installation status is "Done".
To update, go to the installation view and click on the "Edit" button in the report section.

Creating an installation report ensures traceability and helps document key steps of the installation. This contributes to ensuring that each installation is carried out accurately and in compliance with the client's requirements.

Updated on: 15/03/2024