EN term monitoring

Preamble

With this function time based or consumption based service or inspection terms/appointments can be monitored, forecasted respectively administrated in Autopoll.

Pre-conditions

at least Autopoll LIGHT
when consumption based monitoring with kilometers or miles shall be used, then input of kilometers or mileage at the card reader/s is required

Calculations

time based monitoring

The next term/appointment is the last executing date added by the periode configured in the corresponding monitoring type. E.x. technical inspection (TÜV) every24 months

consumption based monitoring

For the determination of the next term/appointment when the base is the vehicle consumption (it doesn't matter whether it is kilometers, mileage or operating hours) the fillings of the vehicle of the last six months will be taken for the calculation of an average monthly consumption value. On the base of this average monthly consumption value a most likely "forecast-"periode is being calculated. That means in how many months, weeks or days the monitoring value configured in the corresponding monitoring type will be reached. This "forecast-"periode will be added to the last executing date as the next term/appointment. Six months is the configured default value for the review, but can be changed by using the parameter "termin.tankzeitraum.monate". This parameter is valid for the whole function "term monitoring". E.x. oil change every 50000 km

Menu call up

List of Terms --> 6.1 list of terms (in detail)
Terms preview --> 6.2 list of terms (shortform)
Termine (kurz 2) --> 6.3 list of terms (shortform 2)
fixed terms --> 6.4 executed terms
Maintenance of termns --> 7.1 administration of terms
Enter fixing dates --> 7.2 registration of executed terms
Inspection types --> 5.1 monitoring types

Settings

Monitoring types

Menu call up

The meaning of each icon is being explained under general handling.

Monitoring type

Description: name of the monitoring type. It is recommended to input a unique, short and lightly understandable name

Column No.: the position (column) of the monitoring type in the reports. For the variable column report, depending on which data shall be listed, the value 99 has to be entered.

Short: the shortform of the monitoring type in the reports

create message for CR: If activated a message text is stored in the card/s of the affected vehicle. Background information: Some card readers (please contact your card reader service for information whether the used card readers can handle messages or not) offer the possibility to send messages with the cards, which will be displayed one time at the card when the corresponding card authorises at the card reader.

Below the time based and/or consumption based monitoring values can be registered according to the time or quantity unit at the end of the line:

first time after: monitoring value for the first execution/inspection

zweites mal nach: monitoring value for the second execution/inspection

then all: monitoring value for the subsequent execution/inspection

assigned vehicles

Display of the vehicles and their companies to which this monitoring type was assigned to.

Vehicle assignment

Menu call up

Assignment and base term

Inspection Type: selection of an existing monitoring type

Vehicle: display of the affected vehicle

Date: Date of the last execution or date of purchase

Odometer R.: kilometers, miles or operating hours at the above mentioned date

Reports

Example: Vehicle number 315 with the registration plate "AA-BB 999" of company Mustermann. Date of Purchase: 01.01.2010 with 15 km. Last TÜV date: 03.01.2013.

List of terms

According to the selected settings (to date, companies, vehicles, cost centers, monitoring types) the terms/appointsments will be calculated anew, created and listed in a report with detailed information.

F = due date - date forecast - scheduled date

B = monitoring value of consumption (only with consumption based monitoring types)

L = last execution date (only with consumption based monitoring types)

Terms preview

According to the selected settings (to date, companies, vehicles, cost centers, monitoring types) the terms/appointsments will be calculated anew, created and listed in a report.

Termine (kurz 2)

According to the selected settings (from date, to date, companies, monitoring types) the terms/appointsments will be calculated anew, created and listed in a report.