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==Preamble== | ==Preamble== | ||
With this function time based or consumption based service or inspection terms/appointments can be monitored, forecasted respectively administrated in Autopoll. | |||
==Pre-conditions== | ==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== | ==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== | ==Menu call up== | ||
[[Datei: | [[Datei:term_1.png|360px|top|left]] | ||
* 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 | |||
{{clr}} | |||
==Settings== | ==Settings== | ||
===Monitoring types=== | ===Monitoring types=== | ||
====Menu call up==== | ====Menu call up==== | ||
[[Datei: | [[Datei:term_2.png|360px|top]] [[Datei:term_3.png|540px|top]] | ||
The '''meaning''' of each icon [[Datei:Iconuebrsicht3.png|300px]] is being explained under [[EN_general_handling|general handling]]. | |||
{{clr}} | {{clr}} | ||
====Monitoring type==== | ====Monitoring type==== | ||
[[Datei: | [[Datei:term_4.png|320px|top|left]] | ||
''' | '''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 | |||
{{clr}} | {{clr}} | ||
====assigned vehicles==== | ====assigned vehicles==== | ||
[[Datei: | [[Datei:term_5.png|240px|top|left]] | ||
Display of the vehicles and their companies to which this monitoring type was assigned to. | |||
{{clr}} | {{clr}} | ||
===Vehicle assignment=== | ===Vehicle assignment=== | ||
====Menu call up==== | ====Menu call up==== | ||
[[Datei: | [[Datei:term_6_1.png|360px|top]] [[Datei:term_6_2.png|480px|top]] [[Datei:term_6_3.png|480px|top]] | ||
{{clr}} | {{clr}} | ||
====Assignment and base term==== | ====Assignment and base term==== | ||
[[Datei: | [[Datei:term_7.png|240px|top|left]] | ||
''' | '''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 | ||
{{clr}} | {{clr}} | ||
==Reports== | ==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. | |||
{{clr}} | {{clr}} | ||
===List of | |||
===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. | |||
{{clr}} | {{clr}} | ||
[[Datei: | [[Datei:term_8_1.png|360px|top]] [[Datei:term_8_2.png|360px|top]] [[Datei:term_8_3.png|660px|top]] | ||
{{clr}} | {{clr}} | ||
'''F''' = | '''F''' = due date - date forecast - scheduled date | ||
'''B''' = | '''B''' = monitoring value of consumption (only with consumption based monitoring types) | ||
'''L''' = | '''L''' = last execution date (only with consumption based monitoring types) | ||
{{clr}} | {{clr}} | ||
=== | ===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. | |||
{{clr}} | {{clr}} | ||
[[Datei: | [[Datei:term_9_1.png|360px|top]] [[Datei:term_9_2.png|360px|top]] [[Datei:term_9_3.png|660px|top]] | ||
{{clr}} | {{clr}} | ||
=== | ===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. | |||
{{clr}} | {{clr}} | ||
[[Datei: | [[Datei:term_10_1.png|360px|top]] [[Datei:term_10_2.png|360px|top]] [[Datei:term_10_3.png|660px|top]] | ||
{{clr}} | {{clr}} | ||
=== | ===Fixed terms=== | ||
According to the selected settings (from date and to date) the executed terms/appointsments will be listed in a report. | |||
{{clr}} | {{clr}} | ||
[[Datei: | [[Datei:term_11_1.png|360px|top]] [[Datei:term_11_1.png|300px|top]] [[Datei:term_11_3.png|660px|top|]] | ||
{{clr}} | |||
==Maintenance of terms== | |||
{{clr}} | {{clr}} | ||
====Maintenance of terms==== | |||
==== | [[Datei:term_12_1.png|360px|top]] [[Datei:term_12_2.png|480px|top]] | ||
[[Datei: | |||
{{clr}} | {{clr}} | ||
[[Datei: | [[Datei:term_12_3.png|300px|top|left]] | ||
''' | '''Vehicle:''' display or edition of the affected vehicle | ||
''' | '''Inspection type:''' display or edition of the monitoring type | ||
''' | '''scheduled:''' display or edition of the date of the scheduled term/appointment | ||
'''bei km / Std.:''' | '''bei km / Std.:''' display or edition of the estimated kilometers, miles or operating hours | ||
'''indiv. Vorgaben (Bsp.: Garantie)''' | '''indiv. Vorgaben (Bsp.: Garantie)''' individual targets (e.x. guarantee) | ||
'''fällig am:''' | '''fällig am:''' input of a fix and given date | ||
'''fällig bei km / Std.:''' | '''fällig bei km / Std.:''' input of a fix and given kilometer, mile or operating hours value | ||
''' | '''done on:''' input of the execution date | ||
'''Km / | '''Km / hours:''' input of the kilometers, miles or operating hours of the vehicle at the executing date | ||
''' | '''Comment:''' input of a comment to that executed term/appointment | ||
''' | '''identified:''' display of the date when the scheduled term/appointment was created | ||
{{clr}} | {{clr}} | ||
==== | |||
[[Datei: | ====Enter fixing dates==== | ||
[[Datei:term_13_1.png|360px|top]] [[Datei:term_13_2.png|480px|top]] | |||
{{clr}} | {{clr}} | ||
[[Datei: | [[Datei:term_13_3.png|240px|top|left]] | ||
''' | '''Vehicle:''' display of the affected vehicle | ||
''' | '''Inspection type:''' display of the monitoring type | ||
''' | '''scheduled:''' display of the date of the scheduled term/appointment | ||
''' | '''identified:''' display of the date when the scheduled term/appointment was created | ||
''' | '''done on:''' input of the execution date | ||
'''Km / | '''Km / hours:''' input of the kilometers, miles or operating hours of the vehicle at the executing date | ||
''' | '''Comment:''' input of a comment to that executed term/appointment | ||
{{clr}} | {{clr}} | ||
==Extension== | |||
With the function [[EN_actionplan_scheduler|actionplans]] the list of terms (6.1) can be generated automatically and sent by email. | |||
[[Kategorie:EN_Light]] | [[Kategorie:EN_Light]] | ||
Aktuelle Version vom 13. April 2021, 06:39 Uhr
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.
Fixed terms
According to the selected settings (from date and to date) the executed terms/appointsments will be listed in a report.
Maintenance of terms
Maintenance of terms
Vehicle: display or edition of the affected vehicle
Inspection type: display or edition of the monitoring type
scheduled: display or edition of the date of the scheduled term/appointment
bei km / Std.: display or edition of the estimated kilometers, miles or operating hours
indiv. Vorgaben (Bsp.: Garantie) individual targets (e.x. guarantee)
fällig am: input of a fix and given date
fällig bei km / Std.: input of a fix and given kilometer, mile or operating hours value
done on: input of the execution date
Km / hours: input of the kilometers, miles or operating hours of the vehicle at the executing date
Comment: input of a comment to that executed term/appointment
identified: display of the date when the scheduled term/appointment was created
Enter fixing dates
Vehicle: display of the affected vehicle
Inspection type: display of the monitoring type
scheduled: display of the date of the scheduled term/appointment
identified: display of the date when the scheduled term/appointment was created
done on: input of the execution date
Km / hours: input of the kilometers, miles or operating hours of the vehicle at the executing date
Comment: input of a comment to that executed term/appointment
Extension
With the function actionplans the list of terms (6.1) can be generated automatically and sent by email.