The Fleet Inventory Module provides two toolkit functions that enable users to quickly send preconfigured emails to fleet operators to remind them to turn in miles or bring their vehicles in for maintenance.
The email will go to every recipient in the notification template's recipient list as well as the email address the Operator Email field for each vehicle the notification is sent out for.
Fleet notifications are not triggered automatically. They are sent using the Send Email Notification for Current Record or Send Email Notification for Filterset functions found in the Fleet Toolkit.
The notification template is created in the General > Notification Setup module. When the Fleet toolkit functions are used, the user selects which template to use.
Note: The notification template must have these values:
After creating the notification template, go to Equipment > Fleet > Fleet Inventory and find the vehicle whose operator needs to receive the notification. Or, set up a filter of vehicles to which to send emails.
On the General tab, make sure the Operator Email Field is filled out with the operator's email address.
Select the button on the toolbar. The following screen will pop up.
Select one:
Send Email Notification for Current Record (The system will send the email to the operator of the vehicle currently being viewed.)
Send Email Notification for Filterset (The system will send the email to all the operators of the current fleet filterset.)
Select Execute, and the following screen will appear:
Click the Email Notif #button, and select the notification to send.
Note: Only notification templates that have the Notification Module set to "Fleet" will show in this list.
Click OK, and the notification will be sent.
Note: A record of the notification is stored on the Email tab.
Who receives a fleet notification?
button on the toolbar. The following screen will pop up.
