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Fleetminder Fm-Inspect Operational Manual v1.0.0
Fleetminder Fm-Inspect Operational Manual v1.0.0
Fleetminder Fm-Inspect Operational Manual v1.0.0
FM-INSPECT
OPERATIONAL MANUAL
v1.0.0
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Table of Contents
1. LOG IN...........................................................................................................................................5
2. VEHICLE CHECK-IN..................................................................................................................6
2.1. Selecting the Vehicle...................................................................................................................6
2.2. Selecting the Customer................................................................................................................9
2.3. Adding a New Customer...........................................................................................................11
2.4. Setting the Invoicee...................................................................................................................12
2.5. Setting the Registered Owner Selecting the Customer.............................................................13
2.6. Retest Check-In.........................................................................................................................14
2.7. Printing Check-In sheet.............................................................................................................14
3. CARRY OUT THE INSPECTION............................................................................................14
3.1. Vehicle Details..........................................................................................................................16
3.2. Brake Test..................................................................................................................................17
3.2.1. Brake Figures........................................................................................................................17
3.2.2. Side Slip................................................................................................................................18
3.2.3. Shock Test............................................................................................................................19
3.2.4. Air Pressure Build up...........................................................................................................19
3.2.5. Brake Details........................................................................................................................19
3.2.6. Decelerometer.......................................................................................................................20
3.2.7. Wheel Lock out....................................................................................................................21
3.3. Visuals.......................................................................................................................................22
3.4. Smoke Figures...........................................................................................................................23
3.5. Tyres..........................................................................................................................................23
3.5.1. Tyre Indices..........................................................................................................................23
3.5.2. Tyre Information...................................................................................................................23
3.6. Comments..................................................................................................................................23
3.7. Torque.......................................................................................................................................23
3.7.1. Slack Adjustor......................................................................................................................23
3.7.2. Wheel Nut.............................................................................................................................23
3.7.3. King Pin................................................................................................................................23
3.8. Record Crash Damage...............................................................................................................23
3.8.1. Setting Image for the Vehicle...............................................................................................24
3.8.2. Marking damage on a vehicle...............................................................................................24
3.9. Signing off the Inspection.........................................................................................................25
3.9.1. Selecting a fail Result...........................................................................................................26
3.9.2. Selecting a Pass Result.........................................................................................................27
3.9.3. Sign off Inspection – Optional Feature.................................................................................27
4. ENQUIRES...................................................................................................................................28
4.1. Making an enquiry.....................................................................................................................28
5. REPORTS.....................................................................................................................................30
5.1. General Reports.........................................................................................................................30
5.1.1. Vehicles Currently Checked In –..........................................................................................30
5.1.2. Detailed Report –..................................................................................................................30
5.1.3. Summary Report –................................................................................................................30
5.1.4. Check In Report –.................................................................................................................31
5.1.5. Doe Returns File Export –....................................................................................................31
5.1.6. Annual Test Reminder Letters –...........................................................................................31
5.2. Analysis Reports........................................................................................................................31
5.2.1. Show all tests –By Fleet Type –...........................................................................................32
5.2.2. Efficiency/Imbalance Tolerances -.......................................................................................32
5.2.3. Testers Performance History –.............................................................................................32
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Table of Figures
Figure 1: Icon............................................................................................................................................5
Figure 2: Login.........................................................................................................................................5
Figure 3: Successful login.........................................................................................................................5
Figure 4: Vehicle check-In........................................................................................................................6
Figure 5: Find vehicle...............................................................................................................................6
Figure 6: Vehicle does not exist................................................................................................................6
Figure 7: Check-In form............................................................................................................................7
Figure 8: Setting Axle Configuration........................................................................................................8
Figure 9: Selecting Body types..................................................................................................................8
Figure 10: Selecting vehicle type..............................................................................................................9
Figure 11: Customer Details...................................................................................................................10
Figure 12: Selecting the customer...........................................................................................................10
Figure 13: Adding a new customer.........................................................................................................11
Figure 14: Registered Owner..................................................................................................................12
Figure 15: Registered owner check.........................................................................................................12
Figure 16: Vehicle Checked-In...............................................................................................................13
Figure 17: Retest check-In......................................................................................................................13
Figure 18: Inspection..............................................................................................................................14
Figure 19: Find the vehicle to be tested..................................................................................................14
Figure 20: Registration number not found..............................................................................................14
Figure 21: Inspection found for Registration Number............................................................................15
Figure 22: Vehicle Details......................................................................................................................16
Figure 23: Log Fail Level 1....................................................................................................................16
Figure 24: Log Fail Level 3....................................................................................................................17
Figure 25: Adding Comments.................................................................................................................17
Figure 26: Comments displayed on Detailed Inspection Report............................................................18
Figure 27: No Image set for vehicle........................................................................................................18
Figure 28: Recording Damage................................................................................................................19
Figure 29: Test Results: Issue Cert.........................................................................................................19
Figure 30: Issue Cert: Fail Sample.........................................................................................................20
Figure 31: Issue Cert: Detailed Report...................................................................................................21
Figure 32: Issue Cert: Sample Pass........................................................................................................21
Figure 33: Enquiry..................................................................................................................................22
Figure 34: Enquiry - Selecting the Customer..........................................................................................22
Figure 35: Enquiry – Select the Vehicle..................................................................................................23
Figure 36: Enquiry - Check-In................................................................................................................23
Figure 37: Reports..................................................................................................................................24
Figure 38: Detailed Report.....................................................................................................................24
Figure 39: Pass Certificate Disc.............................................................................................................25
Figure 40: Analysis Reports....................................................................................................................26
Figure 41: Invoice Inspection.................................................................................................................27
Figure 42: Invoice Inspection details (stand-alone)...............................................................................28
Figure 43: Part of Sample Invoice (Stand alone)...................................................................................28
Figure 44: Customer Reports..................................................................................................................29
Figure 45: Report to Date.......................................................................................................................29
Figure 46: Report to Date - Displayed....................................................................................................30
Figure 47: Log on button........................................................................................................................31
Figure 48: Inspector/Mechanic verification...........................................................................................31
Figure 49: Log on Job Form...................................................................................................................32
Figure 50: Mechanic on Job...................................................................................................................32
Figure 51: Log off button........................................................................................................................33
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1. Log In
To enter FM-Inspect, double click on the icon on the desktop.
Figure 1: Icon
Input the code given to you by your administrator and press enter.
Vehicle inspectors need to tick the ‘Sys tester’ checkbox. This will identify you on the
system and allow you access to the areas you are authorized to enter.
Figure 2: Login
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Once the user has successfully logged in, their name and authorization rights will be
displayed.
2. Vehicle Check-In
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If the vehicle entered is not found, the system will prompt the user to add it as a new
vehicle.
If the vehicle is known then its details will automatically be taken from the database
for the inspector to verify. The details contained on the four available tabs should be
checked and verified before the vehicle is checked-in.
To verify the details and check-in the vehicle the user should
Click on “Accept”
Chassis Details Tab - relates to all the details regarding the vehicle itself.
Mandatory fields
Reg No. – Registration number of the vehicle.
Chassis No. - Chassis number of the vehicle.
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Customer Details Tab - Displays the customer details for the vehicle being
inspected.
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If the details are correct then the user should click on the “Accept” button.
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The “Invoicee Same as Owner” check box can be ticked if the customer is the same
as the invoicee.
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Invoice Details Tab – Displays the details of the person being invoiced for the
inspection/Job.
The process for accepting, changing or adding invoice details is the same as outlined
above for the customer section.
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The Registered owner section can be set as mandatory within the system. (For more
details see Appendix D – System specification) If this is the case the system will
prompt you to check the registered owner details otherwise the system will allow
you to proceed as normal.
Once all the required information has been entered and verified the user can
proceed to check-in by
Clicking on “Accept”
Clicking on “Check in”
When the vehicle has been successfully checked in the message below will appear.
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If the user selects “Yes” the re-test will be created copying the fails from the
previous test otherwise if the user selects “No” then a full Inspection is created.
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If there is an open inspection for the registration number provided then the system
will display the inspection otherwise a message will appear stating that no vehicle is
checked in for an inspection with the registration number provided.
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There are several sections on the form which relate to the different elements of the
inspection. These elements are optional based on the type of inspection being
carried out and can be customized to suit the requirements of the inspection. (See
appendix A)
The vehicle details section displays the information of the vehicle being inspected. It
also allows the user to log on and off the job by clicking on the “log on” and “log off”
buttons. This facility is dealt with in more detail later in the manual.
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limit, the field will be marked in red and the associated fail will be
marked against the inspection.
For re-tests the figures should be entered in the same way into the re-
test tab provided.
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left of the tab. Once the side slip figure has been entered you
should click on the “Accept” button to save it.
To change the figure to a minus value you should click on the
“Change Sign” button. If the side slip value is outside the tolerances
applicable then the field will change to red and the associated fail
will be marked against the inspection.
If the time taken is above the tolerance set then the field will change
to red and the associated fail will be marked against the inspection.
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To edit the details for a specific location simply click on the location or
click on the entry within the list.
Mandatory fields are marked with a red asterix “*”. When the location
on the map goes from red to green this indicates that all the mandatory
fields have been entered.
3.2.6. Decelerometer
The decelerometer section can be used to override the brake test
results. To use the decelerometer facility you should:
Click on the “Decelerometer” button within the form.
Enter the result figures in the fields provided.
Click on the “Accept” button
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Once the figures have been saved the detailed report produced will
display the results entered and indicate that the decelerometer was
used.
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3.3. Visuals
The visuals section allows the user to log visual fails against the vehicle being
inspected. Visuals fails which are logged will then be displayed on the reports
produced at the end of the inspection.
Visual fails can be set up to log at different levels of detail, level 1, 2, and 3 with level
3 being the most detailed. This is part of the system configuration and is dealt with in
more detail in the administrator’s manual.
To Log a fail at level 1: Click on the fail item and then click on the “log fail” button on
the top right of the screen.
To Log a fail at level 2: Click on the fail item, click on the sub fail item and then click
on the “log fail” button on the top right of the screen like above.
A message will flash on the screen to notify the inspector that the fail was logged.
The level at which the fails are set will also reflect on the information displayed on
the detailed report.
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3.5. Tyres
3.5.1. Tyre Indices
3.5.2. Tyre Information
3.6. Comments
This section allows the user to add comments to the inspection. Comments which
are added will be displayed on the detailed inspection report.
3.7. Torque
3.7.1. Slack Adjustor
3.7.2. Wheel Nut
3.7.3. King Pin
Crash damage can be recorded against a vehicle within the “Record Crash Damage”
tab on the main form once the vehicle has an image associated to it.
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If the vehicle being inspected does not have an associated image you can set
this up simple by clicking on the “Add Image” button and selecting the image
relevant to the vehicle.
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The user can print the image by clicking on the “Print” button, to refresh the image
and remove the damage markings you can click on the “Refresh” button.
If recording crash damage is applicable to the type of test being carried out then the
user will need to click on the “Accept” button to verify the details have been checked
and saved.
Once all of the applicable sections have been checked and verified the inspection
can be signed off. The system will inform you if there are still some mandatory
sections that need to be addressed.
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If you select the “Fail” option you will be asked by the system if you
want to mark any fails as critical. If you click “Yes” you will be prompted
to select the fails deemed critical and they will be then marked on the
detailed and summary reports accordingly.
After this is done the system will produce the next available fail cert
number. When the inspector has verified that this is correct they should
click on the “Accept” button and scan their tester’s badge.
The system will then sign off the inspection and issue the cert.
You will then be asked if you wish to print a detailed report. Clicking on “Yes” will
print the detailed report of the inspection to the default printer.
Summary reports can also be automatically printed after the inspection is signed off.
This is an optional feature within the system which can be turned on or off to suit
the operators needs.
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ask you have these being resolved. Only when you select “Yes” will the
system allow you to select the pass result.
Just like the fail option above the system will produce the next available
“Pass” cert number. When the inspector has verified the correct cert is
being used they should click on the “Accept” button and scan their
tester’s badge. The detailed report and summary report can then be
printed as required.
4. Enquires
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2. “Enter” the customers name and “Select” the appropriate one from the
list returned.
When the customer has been selected a list of vehicles currently owned by
him/her will be displayed.
4. The check-In form will be displayed and you can proceed to check-In as
normal
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5. Reports
5.1. General Reports
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This will then show the details of the inspection and allow the user to
change them accordingly.
To print the invoice the user should click on the “Print Invoice” button
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Within the inspection there is a “Report” button with allows the user to view the
detailed report at any stage during the inspection.
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6. Job Clocking
The system allows you to record the amount of labour carried out on an inspection
by recording the clocking on and off times. More detailed analysis of this labour can
be carried out within the main Fleetminder module.
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The system will then request the user’s “login code” for verification to ensure
the correct person is being logged onto the job.
Once the valid login code is entered the system will display the Job and work
details as shown below.
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If an invalid workshop pin was entered the system will inform the user of this.
Once the user has successfully logged onto the job the label beneath the
button will indicate this.
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Click “Yes” to log off the job or click “No” to stay logged on.
7. Cancelling a Cert
A cert can be cancelled on the system for two main reasons which are:
If the Inspection was signed off with the wrong cert number.
If the wrong cert was written out from the cert book and the physical
cert needed to be cancelled.
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If the cert number is found the details of the vehicle will be displayed and your
options are outlined below.
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When you choose this option you will be prompted to enter the new cert
number which will replace the old one. Once this is entered you will need to scan
the testers badge for approval of the cancellation and re-issue.
Once the testers badge has being scanned and verified the system will display the
message below
Otherwise if the cert number entered is not found then the system will ask you do
you want to add it.
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If you click “Yes” you will firstly be prompted to select a signoff date then secondly
the vehicle type and test-type of the inspection.
Once this information has been selected the tester can scan their badge the usual
way and the cert can be cancelled.
Click on the “Brake Tester” button on the brake test tab (Main Form).
This will then start up the CVT-Connect program and the brake tester software
used.
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The CVT-Connect program will then display the figures taken from the brake
tester which will be passed to FM-Inspect.
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Click on the “Save” to pass the figures to FM-Inspect. This will also close CVT-
Connect and the brake test software.
The Inspector should then verify and accept the figures in FM-Inspect.
The side slip and suspension results will also be passed and displayed within the
“Brake Test” tab.
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This will then start up the CVT-Connect program and the smoke tester software
used.
When the smoke test is printed the results will be displayed as shown above. The
system will display the result taken from the smoke tester and the allowed smoke
tolerance limits for that type of inspection.
Click on “Accept” when the smoke details have been checked and verified.
A more detailed analysis will then be displayed within the Inspection with a
breakdown of the “K” and “Rpm” values.
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If you click on the “log on” button the system will automatically log you in to TMS if
you have not already done so.
If you wish to log out of TMS from within FM-Inspect you can click on the “Job
clocking” button on the main form.
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The form will them show the clocking date and time, the tester and the job number
the tester is currently working on.
If the VRS interface facility is being used the VRS Database is checked for details of
the vehicle at check-In. If the vehicle is found the vehicle record is retrieved
otherwise the Fleetminder database is checked for the registration number
provided. If the vehicle is found on the Fleetminder database the vehicle details will
be displayed if not the vehicle will have to be added in the normal way.
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Once the details of the vehicle have been retrieved or added the vehicle can be
checked in for an inspection in the usual manner.
Check In Check In
Enter Vehicle Retrieve
Registration Found in Yes VRS vehicle
Number VRS? Details
No
Vehicle
Found in Check In
Check In Fleetmind No Add New
Check er? Vehicle
Fleetminder
Database for
vehicle
Yes
Check In Check In
Retrieve Check the
Fleetminder vehicle in for
vehicle Details Inspection
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