Figure 24 - Illustration of the Outstanding Items widget located within the MyFleet Client Portal home tab.

Transcription

1 Managing Asset Validations via the MyFleet Client Portal This job aid is designed to illustrate how to manage vehicle asset validations via the MyFleet Client Portal. General Information Target Audience: All Global Fleet Operations (GFO) Business Unit (BU) Clients with assigned vehicle assets. Policy/M&P Alignment: ATT-TELCO Fleet: Fleet Operations - Records Check Process Related MyFleet Procedures: N/A GFO Metric(s) Alignment: No formal GFO scorecard alignment. Recommended Task Frequency: To be performed upon receipt of an asset validation notification. Managing Asset Validations via the MyFleet Client Portal This section provides a detailed overview of how to manage an asset validation within the MyFleet Client Portal. There are three (3) primary methods of identifying whether you have an open asset validation as the assigned owner of a vehicle: 1) you will receive an automated directing you to validate your vehicle assignment information, 2) you will see a line item entitled Asset Validations in your MyFleet Client Portal Outstanding Items widget, or 3) you can conduct a query of open asset validations in the MyFleet Client Portal Asset Validations page. While the first two methods link you to the Asset Validations page from either a link in the or a link in the Outstanding Items widget, the following guidelines depict how to get to the Asset Validations page via the applicable shortcut button. In any case, the Asset Validations page is where all such validations are managed. Note that screen shots depicted below may contain different configurations than you are seeing due to the continual evolution of the MyFleet tool. Nevertheless, the widgets and/or shortcuts should still be listed some place within your screen. 1. Select the Fleet Services tab and access the Asset Validations page via the shortcut button listed within the Vehicle Assignments & Validation widget (see Figure 25). (Note: Client Portal users can also access the Asset Validations page via the Outstanding Items widget located on the Home tab by selecting the Asset Validations - <Responsibility Code> line item (see Figure 24). Internal Fleet personnel can access the Asset Validations shortcut button from the Client Portal tab.) 2. Input a valid Responsibility Code (RC) and hit the Select button (see Figure 26); 3. If no changes are needed and you are ready to validate the asset, then select the Data shown is valid toggle button and hit the Process Asset Validations button (see Figure 27); 4. If the vehicle is not in your possession, then select the Not in my possession toggle button (see Figure 28), then enter comments in the Notes section. If possible, indicate the last known owner and/or driver within the Notes section (see Figure 29). Upon completion, select the Save button. This will trigger a request to the Fleet department to resolve the possession conflict. If this step doesn t apply, go to step If changes are needed, select the blue edit button next to the asset validation line item you wish to change, then hit the blue edit button within the vehicle information box that appears, and finally, enter the changes you wish to make and select the Save button (see Figures 30 thru 33).

2 Figure 24 - Illustration of the Outstanding Items widget located within the MyFleet Client Portal home tab.

3 Figure 25 - Accessing the Asset Validations page via the MyFleet Client Portal. Figure 26 - Illustration of the Asset Validations page depicting pending due validations.

4 Figure 27 - Illustration of an asset validation that requires no data changes. Figure 28 - Illustration of reporting an asset that is not in your possession.

5 Figure 29 - Illustration of adding notes and submitting an asset that is not in your possession. Figure 30 - Selecting the edit button on an open asset validation to change assignment information.

6 Figure 31 - Selecting the edit button within the vehicle information box to enable field changes.

7 Figure 32 - Inputting changes to an open asset validation. Figure 33 - Illustration of a successfully submitted asset validation. Note that the line items is no longer listed and a green success box appears.