The Service Schedule functionality enables service routines for vehicles and associated operating components (refridgerated units, etc) to be defined. Once defined the relevant programs can be scheduled against individual vehicles, vehicle groups or customer groups. The service schedules can be amended on an individual basis if necessary.
The Service Schedule Template Headers screen is accessed via Maintenance Control / Service Schedules / Vehicle Schedules / Individual Vehicle and is used to create, edit and delete vehicle service schedules one vehicle at a time. Once a vehicle registration number is selected this function reads the Service Schedule Template Header and searches for an entry that matches the vehicle variant (if more than one match is found then a form is displayed enabling selection of the required template from those displayed.
Once a template is selected (by default or by user selection) the Schedule Template Item lines are processed and a projected schedule is calculated from the vehicle registration date and the template details. In addition, the ehicle record is updated with the service group codeused to generate the schedule.
Note: When the system searches for a service schedule template, the search is carried out at the most specific level first i.e. the system tries to locate a variant specific template first and progressively tries the more general levels (fuel type, model code, franchise) until a match is found. It is also possible to create more than one template with the same vehicle profile; in this circumstance the system prompts with a menu of matching templates found.
This screen is constituted of four elements, which are as follows:
In addition to displaying the screen name the Title Bar provides a number of useful buttons.
The content of the Vehicle Schedule menu bar is as follows:
New
Clears the screen of any existing data and moves to the Registration Number field for selection of a new vehicle.
Exit
Exits the current screen and returns to the Vehicle Service Schedules menu.
Create Schedule
Create Special
Add To Schedule
Extend Schedule
The Extend Vehicle Schedule form is displayed which enables the original vehicle service schedule to be extended. When a service schedule is initially created the schedule projection stops at the agreement end date. However, in some cases it is inevitable that a vehicle continues to be in use beyond the original contract end date and therefore servicing continues to be necessary.
Regenerate Schedule
This function deletes all current scheduling activity set against the vehicle and then runs a process similar to Create Schedule. The parameters used in regenerating the schedule projection (i.e. the service group and projection dates/odometer ranges) are all taken from the vehicle record. Therefore, if a vehicle has a schedule created which is subsequently extended by, for example, six months, the Regenerate function projects a schedule based on the same template but over the new extended period.
Set Vehicle Calibration
The Calibrate Vehicle Schedule form is displayed which enables the original vehicle service schedule interval to be re-calibrated from its existing interval type to a new interval type. For example, the schedule item may originally be calibrated at odometer service intervals in miles but may need to be re-calibrated to odometer service intervals in kilometres.
Delete Schedule
The Delete All Schedules form is displayed which deletes ALL unallocated vehicle schedule item lines held against the vehicle.
Delete Outstanding Only
The Delete Outstanding Schedules form is displayed which deletes ALL unallocated vehicle schedule item lines held against the vehicle and also resets the service group field held against the vehicle record to 0.???????????
Delete Service Group
The Delete Schedules By Group form is displayed which deletes the service group from the currently selected vehicle.
Provides online access to a context sensitive Help screen.
The content of the Vehicle Schedule toolbar is as follows:
Exits the current screen and returns to the Vehicle Service Schedules menu.
Clears the screen of any existing data and moves to the Registration Number field for selection of a new vehicle.
Displays the Global Review Screen.
Provides online access to a context sensitive Help screen.
The Vehicle Schedule Dialogue Box contains the following data:
On entry to this screen the registration or agreement number for the vehicle is required. This may be keyed directly or the Fleet Global Search facility may be invoked by selection of the ellipsis button immediately to the right of this field.
The master number of the relevant agreement that is linked to the vehicle. The agreement number produced at the quotation stage of the contract. Selection of the ellipsis button (...) immediately to the right of this field presents the Fleet Global Search screen that enables a vehicle to be found by entering search selection criteria.
This grid displays the following data for the service schedule group record (that is automatically defaulted or selected by the user):
The Service Schedule Group Code associated with the Service Schedule Template Header. This field is populated following entry of the vehicle registration and the system reads the Service Schedule Template Header and searches for an entry that matches the vehicle variant (if more than one match is found then a form is displayed enabling selection of the required template from those displayed.
The Service Schedule Template Header description associated with the Group code.
A Legend grid displays the colour and associated status for service schedule items. The following colour/status combinations are applicable:
- Black No Action
- Green Waiting
- Purple Linked
- Red Missed
- Blue Complete
Each Reason for Repair code attached to the Service Schedule Template Header Group Number becomes a Service Schedule Item and is displayed within the Service Schedule Item Grid. The following details are displayed for each Service Schedule Item:
The odometer interval for when each successive occurrence of this schedule repair item is due.
Note: If a Schedule Item Reason is selected that contains a number of successive occurences then these occurrences are populated within the Schedule Item Reason Grid at the bottom of the screen at the appropriate unit interval.
The description associated with the Scedule Item Reason (selected from existing Reason For Repair service item codes).
A single-left-click of the mouse on any row within the Service Schedule Item Grid presents a sub-menu which enables the creation, amendment, deletion or review of any service schedule item. the sub-menu options are as follows:
- Create
Displays the Schedule Item Details form so that an additional service schedule item may be attached to the existing service schedule.
- Amend
Displays the Schedule Item Details form so that an existing service schedule item may be amended.
- Delete
Displays the Schedule Item Details form so that an existing service schedule item may be deleted.
- Review
Displays the Schedule Item Details form so that an existing service schedule item may be viewed in detail.