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
- When the admin records a new document for a vehicle.
- When the document number, issue date, validity period, or reminder needs updating.
- When the operations team needs to monitor vehicle documents that are about to expire.
Before You Start
- Make sure the vehicle is registered and the type of document to be recorded is clear.
- Prepare the document number, issue date, due date, cost, and image file if any.
Workflow
- Open Fleet / Fleet Operations / Vehicle Document.
- Select the vehicle and the type of document being recorded.
- Enter the document number, issue date, due date, and reminder date.
- Add the cost amount, document image, and notes if needed.
- 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
- This form has no detail table. The data is saved directly from the main fields.
What Happens After Saving
- The document is saved as part of the vehicle's administrative history.
- The due date and reminder help the operations team prepare document renewals.
- If the vehicle, document type, or document number is incomplete, the application rejects the save.
Common Problems
- Document cannot be saved: check the vehicle, document type, document number, and the dates entered.
- Reminder is wrong: check the reminder date and due date.
- Duplicate document: search for the vehicle and document number before creating new data.
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
Menu Location
- Fleet / Fleet Operations / Vehicle Document
/form/vehicledocument