To find out more about how to use MasterCare
Transcription
To find out more about how to use MasterCare
ATS Euromaster - FleetSure Web Inspection Reporter User Guide Contents 1) Logging In_______________________________________________________________ 3-6 2) Home Page_______________________________________________________________ 7 3) Filtering _________________________________________________________________ 8 4) Vehicle Page ____________________________________________________________ 9-13 5) Running Reports ________________________________________________________ 14-15 6) Extracting Reports ______________________________________________________ 16-18 7) Example of Reports______________________________________________________ 19-26 8) Changing Password & Log Out______________________________________________ 27 1). Logging In To access FleetSure Reporting you will require access to the Internet. You can access our web site using the URL: www.atseuromaster.com On the right side of the tool bar click on Business Customers 1). Logging In If you hover over Customer Area, a dropdown list will appear. Click on Reporting 1). Logging In Click on the FleetSure banner 1). Logging In You will now be requested to enter your user name and password previously provided, in order to access the ATSE FleetSure Web Inspection system and then click on Log In. 2). Home Page This is the first screen you will come to. The buttons across the top are: Vehicle Fleet list Reports Change password This Home screen Favourites Log off 3). Filtering If you have several different groups of vehicles within your account, we have now split these Into different Fleets. EG: Some customers will have different types of operation within the one account, these have been separated out into different Fleets to make it easier to select. Select the customer on the drop down list. Then press ‘Set Context’ to select Once the Context has been set, you will see confirmation at the top of the page. You can filter on the Fleets as well if there is more than one Fleet on your account. 4). Vehicle Page If you press on the Truck icon, you will have access to your fleet lists. There are 2 groups of vehicles: Active – vehicles you have advised us of from your fleet list. Pending – vehicles not on your fleet list but we have found whilst carrying out our inspections. You can extract your fleet list into an Excel format, by pressing the Excel icon 4). Vehicle Page This is how the Excel extract will look 4). Vehicle Page If you click on a vehicle configuration, a pop-up box will appear to tell you the last inspection readings for that vehicle If you click on a vehicle registration, you can go into the vehicle details 4). Vehicle Page If you want to go back to your fleet list, click on Vehicle Management This page will show a list all the observations that have been found on this vehicle since it was entered on to the ATSE FleetSure system. You can extract this report into Excel by clicking on the Excel button 4). Vehicle Page The ‘Pending’ vehicles tab has the same facility to extract and view reports as the ‘Active’ vehicles tab. 5). Running Reports To access the Reports press the Reports button. You have access to a selection of detailed reports, just click on the report that you require 5). Running Reports Once you have selected the report, you will then need to select the Company, Fleet, Location and Date Range you require the report for. Then click ‘Generate Report’ 6). Extracting Reports To extract the reports select which format you require and press save. 6). Extracting Reports This is the report in a PDF format 6). Extracting Reports This is the report in an Excel format 7). Example of Reports The following pages show examples of the detailed reports you can extract from the ATSE FleetSure system: 7). Example of Reports 7). Example of Reports 7). Example of Reports 7). Example of Reports 7). Example of Reports 7). Example of Reports 7). Example of Reports 8). Change Password & Log Out To change your password press the icon beneath to go into your settings To log out of the application press the above icon Type in your old password and then the new password you require