The Documents screen

The Documents screen lists registration, insurance, licences and permits, grouped by expiry state. You will be able to see what has expired or will soon, record a renewal and void a mistake.

Before you start #

You need the owner, manager, dispatcher or advisor role. Recording and voiding need a current licence with the Fleet module.

Steps #

1. Open Fleet, then Documents.
2. Use State to show All, Expired, Expiring soon, Valid or No expiry.
3. Set "Expiring soon means within (days)". It starts at 30.
4. Read the groups. Each group is headed by its state and a count, and its table shows Expires, Document type, For, State and Actions. An asset name opens the Asset screen.
5. To add one, complete "Record a document or renewal": Document type (required), then an Asset or a Person number (choose one of the two), Document number, Issued and Expires. Select "Record a document or renewal".
6. To remove a wrong entry, select Void.

Result: the document appears in its group.

If something goes wrong #

• "Choose an asset or enter a person number, one of the two.": fill in only one subject.
• "No documents.": none match the filter.