Vehicle Document

Vehicle Document records official fleet documents such as registration, roadworthiness, insurance, permits, document numbers, validity periods, costs, and image attachments.

Used By

fleet admins, operations, or the maintenance department

Data Type

master

Search Keys

Code

When to Use This Form

Before You Start

Workflow

  1. Open Fleet / Fleet Operations / Vehicle Document.
  2. Select the vehicle and the type of document being recorded.
  3. Enter the document number, issue date, due date, and reminder date.
  4. Add the cost amount, document image, and notes if needed.
  5. Click Save so the document can be monitored in the fleet data.

Key Fields

Field Explanation for Users Status
Code
id
Vehicle document code. Use a code that is easy to associate with the vehicle and document type. Required
Vehicle
vehicleid
Vehicle that owns this document. Required
Document Type
documenttype
Type of vehicle document, for example registration, roadworthiness, insurance, or another permit. Required
Document Number
documentnumber
Official number printed on the vehicle document. Required
Issue Date
issueddate
Date the document was issued. Optional
Due Date
expirydate
Date the document expires or must be renewed. Optional
Reminder Date
reminderdate
Reminder date before the document falls due. Optional

Details and Relations

What Happens After Saving

Common Problems

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field Explanation for Users Status
Code
id
Vehicle document code. Use a code that is easy to associate with the vehicle and document type. Required
Vehicle
vehicleid
Vehicle that owns this document. Required
Document Type
documenttype
Type of vehicle document, for example registration, roadworthiness, insurance, or another permit. Required
Document Number
documentnumber
Official number printed on the vehicle document. Required
Issue Date
issueddate
Date the document was issued. Optional
Due Date
expirydate
Date the document expires or must be renewed. Optional
Reminder Date
reminderdate
Reminder date before the document falls due. Optional
Amount
amount
Document cost or renewal cost if you want to record it. Optional
Image
images
Image attachment or scan of the vehicle document. Optional
Note
notes
Note is used for additional remarks so the reason for the entry or data change is easy to understand. Optional
Created By
usercreate
Created By is audit information filled in automatically by the application. Optional
Modified By
useredit
Modified By is audit information filled in automatically by the application. Optional

User Checklist

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