How Do I Add a Vehicle?
The Vehicles Module stores all vehicles added to the system, along with their relevant details. Both administrators and subcontractors can add vehicles and carry out vehicle inspections.
Adding a vehicle helps track those used across jobs and projects, while also displaying each vehicle’s compliance status. Regular inspections are essential to ensure vehicles are safe for use and to reduce the risk of incidents caused by unsafe equipment.
This article includes step-by-step instructions on how to add a Vehicle.
- On the left side menu, click Vehicles.
- Click +New Vehicle.
- Select the Vehicle Type from the dropdown options.
- Enter the Registration Plate
- Enter the Brand, Model, Colour and Tag Number.
- Enter the Permit Reason into the textbox.
- Enter the Last Inspection Date. This information helps to maintain an accurate record of prior and next inspections.
- Add Reviewer(s) by selecting from the dropdown options.
- Select the Subcontractor, Location and Project from the dropdown options.
- Select the People from the dropdown options (you can select multiple) - note that you can only select people who are fully compliant.
- Click Save & Submit.
This is required before you can add a Vehicle:
- Create the Vehicle Type
- Set up Administrators
- Set up Subcontractors
- Set up Locations
- Set up Projects
- Set up Notifications
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields. i.e. registration plate, brand, model, colour and permit reason.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. vehicle types, last inspection, reviewer, subcontractor, location and project.
Other Options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. vehicle types, subcontractors, locations and projects - be cautious that when you click this button, the details you have entered will be deleted.