QRC - Working with Resource Records

OVERVIEW

Resources are your Drivers or Employees. They are the people you can assign to an Asset. As an optional feature, assigning Resources allows you to view which Resource was assigned to an Asset and for how long. This is helpful for reporting purposes and rule notifications.

ACCESS RESOURCES

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Click the Manage menu item
4. Click the Resources submenu item

ADD A RESOURCE RECORD

1. Complete steps 1-4 from Access Resources
2. Select Resources
3. Click the Add button 
4. In the Add Resource screen on the General tab, In the Name field, type the name of the Resource
5. Optionally, type the resource’s Phone Number and / or Email Address.
6. From the Resource Type drop-down menu, select the Resource Type for this resource
7. From the Language drop-down menu, select the preferred language for the resource
8. From the Unit of Measurement drop-down menu, select the preferred units of measurement for the resource
9. The Assigned Assetfield is a read-only field. It will display the Assigned Asset name for this Resource record
10. From the Work Scheduledrop-down menu, select a Work Schedule if anything other than the default 24/7
11. If using a Driver ID solution, type the Driver ID number

12. Click the Applications tab, type the Email Address of the Resource
13. Click Submit
14. Select the checkboxes next to any additional products that you need your Resource to have access to

12. Click the Save button 

ADD A RESOURCE TYPE

Resource Types are used to categorize each of your Resource Records into groups. These categories are helpful for reporting purposes, filtering information and creating rules.

1. Complete steps 1-4 from Access Resources
2. Select Resource Type
3. Click the Add button 
4. Type the Description for the Resource type

5. Click the Save button 

ASSIGN A RESOURCE RECORD TO AN ASSET

Resources can be assigned to specific Assets. This can be useful for tracking and/or reporting purposes.

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Click the Manage menu item
4. Click the Assets submenu item
5. From the left panel, click an existing asset for its corresponding information to display on the right side of the screen
6. On the General tab, click the Resource dropdown to select an existing Resource Record from the list
7. Click the Save button 

TO LEARN MORE ABOUT RESOURCES

To learn more about Resources, click the Help button located in the top right-hand corner of the tracking screen and perform a keyword search.