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Approval Schedule List Box

If the selected RTS code within the approval matches the RTS code contained within a the vehicle schedule then this form is displayed. This form displays all of the current service schedule events for the selected vehicle and is used to link a scheduled event to a maintenance approval. The appropriate scheduled event should be selected; this is typically the event at the top of the list. At this stage the approval has already prompted for an odometer reading/date with which to update the vehicle record.

To view the Approval Schedule List Box:

  1. From the Master Menu, select the Fleet Kompact option and Company required.

    The Kestrel Kompact Menu is displayed.

  2. Select the Contract Management option.

    The Contract Management form is displayed.

  3. Select the Open icon.

    The Contract Search form is displayed.

  4. Enter the appropriate information to locate the required agreement.

  5. Select the Edit icon.

  6. Select the Maintenance shortcut from the menu on the left of the form.

  7. The contract management Approvals Tab is displayed.

  8. Select the approval.gif icon.

  9. Single-right-click within an approval item line (within the grid at the bottom of the form) to select the Create or Amend menu options from the pop-up sub-menu.

  10. Select the [...] button immediately to the right of the RTS code field.

Approval Schedule List Box Form

This form is divided into three parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.

Approval Schedule List Box Dialogue Box

The Approval Schedule List Box dialogue box contains the following fields:

Odo: The odometer reading at which the scheduled event is to take place (if applicable).

Odo date: The system is continually calculating an estimated odometer usage based on the registration date and the latest odometer reading/date taken held against the vehicle. From this it can calculate a daily odometer distance travelled and therefore calculate the date on which the next odometer scheduled event is to take place.

Activity: The service schedule event description.

Wip:

Ap:

F: The date from which the scheduled event is considered valid. This is taken from the Valid Days Before field held in the Service Schedule Template Header. The scheduled event cannot be linked to the approval if the approval date does not fall within this range.

T: The date up to which the scheduled event is considered valid. This is taken from the Valid days After field held in the Service Schedule Template Header. The scheduled event cannot be linked to the approval if the approval date does not fall within this range.

COMMAND BUTTONS:

OK: Links the scheduled event to the approval and when the Issue Approval form is exited and saved the Service Schedule form may be selected from the Review Menu on the approval to see the now linked Status and Action Date.

Cancel: Returns to the Issue Approval form without linking the scheduled event to the approval.

Help:Displays online context-sensitive help using the default browser.

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