User Guide Version History

 

 

 

 

V9 (2020) Changes

 

January 2021 version implements a complete overhaul of the User Guide in line with AusFleet Version 9 release.

 

Please report any errors/omissions to your Account Manager or AusFleet Support.

 

Expanded and improved set up instructions for each module, particularly reference files and parameters

FAQs for major modules updated and placed within related module chapter

Screenshots and functionality updated to V9 design

Search and Index functions have been reinstated

Added new "How to..." chapter to explain how to dispose assets and manage asset status

Added new "How to" chapters for performing key tasks

Added warning banner to multiple chapters regarding importance of closing R&M jobs to update service schedules

Changed Copyright to allow copying/distribution within a a licensed organisation for user training purposes

Updated all Mobile APps chapters for latest App version 2.3

Added driving licence expiry notification details to Hire module and Bookings Apps

Added detailed job card in My Jobs app

Added separate page for user rights that are permitted without affecting licensed user count

Added ability to print chapters by clicking on hot spots on screen shots

Added ability to delete fuel batches regardless of status

Added GPS Odometer and Location Interface Chapter

Added new "Renewals - Custom" option in Fleet chapter

Added Dashboard chapter with new refresh options

Added User Right 40.18 to FAQ's, Personnel and Hire chapters - allows drivers to cancel bookings without affecting licensed user count

Updated R&M to include "Current" and "Historical" tabs in jobs list for easier search and faster performance

Updated R&M to provide separate chapters for different tasks and explanation of regimes, servicing and related topics

Update Checklists to include new "Pre-Start Results" report and departmental hierarchy filters

Added "Aggregate Trailer Mass" to Fleet Field List

Added Parameter 1810 (make comments mandatory in Checklists app) to Apps and Pre-start Checklist chapters

Added Parameter 210 in Hire module

Removed redundant parameters and templates

Added "Support & Development Processes" chapter

Added Service Requests App in Apps section

Added Periodic Checklists to Checklists chapter

Added Hire Module User Right 155 "Validate driving licence for all bookings"

Added"Decibel Reading" field to Fleet Field List

Added Set Up chapters for each module and administrative task

Updated Reports chapter to reflect new 2020 Report module

Updated  screen images to Version 9 UI

Updated  functionality descriptions to V9 where required

Moved "Custom Fields" to its own chapter

Moved Apps into their own sub chapters

 


 

Pre 2020 Changes

 

New chapter - "Accurate Service Scheduling"

Added validations applying to toll transactions

Updated Fleet/MMSB screen with new fields for key cabinet interface and checklists

Fixed "Reports" chapter not showing report output details

Added redeveloped Fuel Tax Credit Report in Fuel Chapter. Removed old report form Reports chapter

Updated Fleet field List with Fuel Credit fields: Fuel Tax Vehicle Type and Auxiliary Use %

Changed details related to disposing of a leased item before lease end date. System now throws warning but allows disposal e.g. to cater for accident write offs

Added My Job App in R&M module and Apps chapters

Added Bookings App to the Apps chapter

Added Pre-Start Checklist app in Apps chapter

Added detail and flow chart on how AusFleet calculates next service date (available in FAQ and R&M chapters)

Corrected error in Status and Disposals related to calculation of number of sale attempts

Fixed pop up link in Documents module

Updated Suppliers chapter with new fields/reference files

Updated R&M chapter with new "Close Job/Invoice Job/Reprint Invoice" button actions and removal of "Print Invoice" button

Added new page "Odometers - Vital Information" outlining the importance of accurate odometers for scheduling services

Updated "Pre Start Checklists" chapter with enhanced Summary Report

Added "Print Checklist" in Pre Start Checklist chapter

Updated Debtor screen in Reference Files Debtors chapter with new version including extra fields

Add Maintenance Analysis Codes (MAC) (new functionality) in R&M Chapter

Add Key Cabinet Interface chapter (new optional module)

Add Pre Start Checklist chapter (new optional module)

Added Manual Pick Up Return (new functionality) in Hire chapter

Added Early Pick up (new functionality) in Hire chapter

Added Job Import functionality (new option)

Added Fixed Costs in R&M and Reference File chapters (enhanced functionality)

Added Hire Invoicing section in Hire module

Updated Hire and Accident chapters to reflect new "Make unavailable for hire" option in Accidents module

Updated Personnel module with revised screens

Updated Fleet Field List (added Checklist and Garage Address, changed Key ID to Key Number)

Various small changes/corrections for improved format and clearer explanations

Added Workshop Calendar to R&M module

Changed this change log to read newest to oldest order

Added new "Employee Contribution Import" functionality in Personnel

Fixed a missing link in Hire chapter

Chapters reorganised more logically

Added Goods Receipting to Inventory chapter

Updated Inventory Reorders to reflect enhancements

Improved "Add Job" section in R&M chapter

Fuel chapter: Added description/actions for each transaction validation type

Added audit trail note to Incidents

Added Action Permissions to Hire

Add R&M Calendar and Job Import to R&M module

Added Charge Code to Fleet Reference files and fleet fields list

Added first phase "Invoicing" chapter for release of new Invoicing module

Updated Personnel to include new options when adding personnel using Quick task icon (depot/domain allocation, pool admin/storeman flags)

Added "Inventory Reference Files" chapter for new module release

New Inventory FAQs added for new module release

Updated Inventory chapter with latest functionality and menus

In R&M Reference Files, added section describing simple service recording for users who do not require service scheduling or regime set up

Updated Personnel "Responsibilities" and "Alternative Addresses" for greater clarity

Added details of log entry validation for FBT purposes

Improved "User Rights" chapter

Hire/Hire Reference Files/Hire FAQs updated to clarify how Hire charges work

Fuel/Fuel FAQ: Added advice in the event an error message is received when importing supplier fuel files

Replacement Type Reference File - additional examples added

Updated Fleet and R&M chapters with data export buttons

Added FBT Chapter for forthcoming release

Added new field "Commitment date" (used for FBT calculation) to fleet fields list

Various small changes and additions

Updated reference files with financial periods

Updated Debtors Reference File chapter with new process for creating department hierarchies/debtors. Reformatted & clarified

Add new "Open ended bookings" functionality to Hire chapters

Added new "Service Requests" chapter

Updated Fleet/MMSB: Creep flags name changes to remove ambiguity and new monthly hire charge field for open ended bookings

Added Command Buttons to R&M chapter

Updated "Odometer Summary" section on Fleet for better clarity

Minor update to Replacement Forecast with new screen and explanation of years

Fixed links and expandable sections in Debtor Reference File

Updated Suppliers Reference File to include "Supplier Code" and add tool tip help

Added "Missing Log" warning in Logs chapter

Added new section in R&M on how to see an item's service history and future service schedule

Adding section on Close Job process in R&M chapter

Added new FAQs

Added section in R&M related to "Tracking vehicles though the workshop"

Improved "Debtor Type" section in reference files for greater clarity

Updated Fuel Reference Files for more clarity

Fixed index link on "Disposing a fleet item"

Updated "Accidents" with new finalisation process

Various small improvements and additions

Added Tools section in Fleet module and Repair and Maintenance

Added tool tips to "Add Fleet item" section

Added tool tips in R&M chapter and updated screens in line with latest version

Added revised Personnel screen and updated chapter including tool tips

Added Auto Labour Entry module in R&M chapter

Added Programmed Services details to Reference Files, R&M and Fleet chapters

Revised Fleet Status & Disposals in line with new screen and functionality

Added new FAQs

Added Renewals chapter in Transactions

Added more key words in several chapters

Updated Fuel chapter with information on deleting batches

Added explanation of "Ex Lease" ownership type in Fleet and reference files chapters

Add Service Matrix tab in Fleet chapter

Various small improvements and additions

Cosmetic improvements

Improved clarity in various chapters

Fixed user right numbering throughout in line with version 8.012

Renamed Display Preferences chapter as "User Interface, Search and Sort"

Updated above in line with interface changes

Replaced text with tool tips in Hire Reference Files/Hire Profiles for better clarity

Increased use of tool tips in most chapters to simplify use


 

 

End of Chapter

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

© Trisoft Corporation 2021