FCPlus Reminders module manual
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FCPlus Reminders module
The Reminders module allows to plan repair works and keep a maintenance log for the corporate vehicles. It allows you to plan whether a vehicle needs to be serviced before a trip.
The Reminders module has been created to make your work easier and more efficient. With this module, you can establish reliable reminders that will replace the often unreliable and unpredictable paper note systems.
In addition, the module gives you an overview of the resources left, which means you can keep track of your vehicles and equipment easily. The Reminders features are transparent and suitable for various organizational levels.
You can stay on top of your daily tasks, while management can get a general overview of the state of vehicles.
This allows for better planning, as you can estimate.
Reminders module main view
The reminders module screen consists of 2 sections:
- The Reminders list is on the left-hand side.
- The Settings panel on the right-hand side.
Reminders list displays the list of all the reminders with the next information:
Vehicle: A list of the company's vehicles. Description: A text field with the description for the reminder. On date: Displays a date if the reminder is set for a certain date. Days left: Displays the number of days left until the On date. At odometer reading: Displays kilometers amount, if the reminder is set for a specified number of kilometers. Km left: Displays the number of kilometers left. Status: Displays status of reminder event.
The settings panel allows you to add new reminders or make changes to existing.
How to add a new reminder?
Click on the Add New button in the Reminders module to add a new reminder to the list.
Once you click on Add New button, you will be able to add a new reminder that includes the following information:
Vehicle: The name of the vehicle on which you want to set a reminder. Description: Give a name for a reminder, for example, „Vehicle maintenance “. By email: Leave an email to be contacted about reminder. By SMS: Leave a phone number to be contacted about reminder. Comment: If needed leave a comment for the reminder. On date: You can select a specific date, when you want to be reminded about repair works for your vehicle. This field is not mandatory. Date: Set a specific date for your reminder. Remind: Set when you need to be reminded. Repeat every: Set how often you need to be reminded. It only makes a new recurring reminder when the first reminder is marked as done.. At odometer reading: You can select odometer reading when you want to be reminded about repair works for your vehicle. This field is not mandatory. Odometer: Set the odontometer indicator upon reaching which you want to receive a reminder Remind: Set how many kilometers before you need to receive a reminder. It only makes a new recurring reminder when the first reminder is marked as done. Repeat every: Indicate after driving how many kilometers you need a new.
After you fill in the required fields, click on the Save button to save the new reminder. The new reminder will appear in the panel on the left.
How to make changes in reminder?
You may need to make changes in the reminder, for example, to change the date or odometer parameters.
Follow the steps below to make changes to the reminder:
- Select the reminder in which you want to make changes.
- Make changes in reminder options in the settings panel on the right.
- Press on the Save button to save changes.
How to delete a reminder?
You can delete a reminder from the Reminders module. Follow the steps below to delete a reminder from the list:
- Select a reminder you need to delete.
- Click on the delete button at the top of the panel.
- Press yes on the popup window.
How to set planned date?
The Reminders panel allows setting a planned date. If the car needs to be serviced and you made an appointment for the service, you can mark it under the planned date to know that you have already scheduled it.
Follow the steps below to set a planned date:
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Select the reminder in which you want to set a planned date.
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Press on the set planned date button and the calendar will appear.
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Choose the planned date from the calendar and click on it.
After entering the planned date, you will see it in the reminders list status column.
How to mark reminder as done?
If you want to mark the reminder as completed, please follow next steps:
- Click on the reminder and the Mark as a done button will appear on the settings panel. 2. Click on Mark as done button to mark the reminder as done. 3. Fill the form and click on the Save button in pop up window.
How to check reminders history?
You can check reminders history by clicking the History tab at the top of the panel. As an example, you may review all maintenance that has been done on a certain vehicle.
How to generate reminders report?
The Reminders module allows you to generate a report with detailed information about the reminder. To create a report, you could use buttons situated at the bottom of the panel.
Please find an example of Reminders report below:
Reminder color
Reminders can be highlighted in different colors depending on the reminder status:
- To do: Blue and font weight bold
- Pending: Black
- Done: Grey
- Scheduled: Blue
Reminders logic
If you're using the reminders module, one of the most common issues is reusing reminders. To learn more about how reminders work, please check out the following article.