The new quick approval function is designed to allow for quick and easy creation of approvals, mainly for fixed types of operation. The intention is to enable the production of an end result in under 3 keystrokes or mouse-clicks. A number of types of quick approval may be held in the system, and each of these may have an optional format attached to them. When a quick approval is created it can be made to automatically call and print a format (such as a V103 letter) when the approval is saved.
What do you want to do?
To access Quick Approvals:
From the Master Menu, select the Maintenance Control option and Company required.
The Maintenance Control Menu is displayed.
Select the Maintenance Control option.
The Maintenance Control form is displayed.
Select the 
icon.
The Fleet Global Search form is displayed.
Select the required vehicle record for which the approval is to be issued.
Select Quick from the Approval menu and select the required Quick Approval Template.
The Quick Approvals form is displayed.
This form is divided into four parts that are as follows:
In addition to displaying the form name the Title Bar displays a number of other useful identification criteria and buttons.
| Menu | Icon | Description |
|---|---|---|
| File > Save |  |
Selecting the  icon assumes
that no charge is being made. If a charge is going to be made then simply select this icon.
This completes the approval in the background, prints the associated format, closes the form
and returns to the approval form where recharge costs can be applied in the normal manner.
This does not post the item as a valid maintenance history line. |
| File > Post | |
Complete the quick approval form. The form now completes the approval in the background, create a maintenance history line and close the approval. A the appropriate format stationery (if applicable) is produced on the printer using the linked format Stationery code. |
| File > Print |  |
Prints the appropriate format stationery on the printer using the linked format Stationery code. A choice of printer is offered at this point to ensure the letter is produced on the correct printer. |
| File > Exit |  |
Exits the form and prompts: Abandon Quick Approval changes?. Select the Yes command button to exit to the Maintenance Control form. |
| Help > |  |
Provides online access to context sensitive help for the current application using the default browser. |
The data fields contained within this dialogue box are described below:
Vehicle: Consists of two fields. The first field displays the vehicle registration number for reference purposes. The second field displays the full vehicle variant description.
Driver: Consists of two fields. The first field displays the unique CRM driver record number for reference purposes. The second field displays the full driver name.
Approval Type: The thirty character description of the quick approval type. This is selected from the drop down menu when quick approvals are initially selected within Maintenance Control and cannot be edited.
format: The format stationery ID associated with the selected quick approval. This is used for printing the appropriate letter (where applicable).
Reason for Repair: The default reason code that is used in the quick approval routine for this item. The code is validated on set-up using the Reason for repair code file.
Date 1: A miscellaneous date which is user-determined and governed by the nature of the quick approval that is currently being created.
Date 2:A second miscellaneous date which is user-determined and governed by the nature of the quick approval that is currently being created.
Odometer: Enables the odometer reading to be entered (if known). The field defaults to the current estimated mileage.
Repairer: The repairer code that is used within the quick approval creation routine. It may be an internal account for V103 letter production or notification type approvals, or it may be an external repairer code such as ATS for quick tyre approvals for example. It is populated from the quick approval record for this item.
Notes: The approval notes field. This field is automatically populated with the drivers address but this may be overtyped.
Claim Notes: The approval claim notes field. A right-click on the approval item line within the Maintenance Control form displays a sub-menu. If Policy Claim is selected from this menu then these notes may be viewed in the Policy Claim Details form.