|
<< Click to Display Table of Contents >> Navigation: Cars > Car planlist |
Automatically translated from Dutch. Some wording may be inaccurate.
The car planlist shows car use during a selected period, initially the current date and time. You can edit car use individually or in groups and open employee and car details. Export the planlist to Excel or merge its data into documents.
Selection
Period
Initially contains today's date. Edit dates and times manually, use the period selector to move backwards or forwards, or select a period using a calendar.
Other planning
The list can also show the employee's job placement and accommodation. These are initially determined as of today. If you request another or longer period, change this date as required.
Cars
Select one or more cars to filter the list. This is mainly used when opening car planning from the car overview.
Rental co.
Filter by a rental company selected from the Car rental companies table.
Affiliates
Select one or more affiliates.
Include passengers
Shows passenger records as well as drivers.
Planlist
The list shows car use matching the selection.
Available columns include:
•Car-use details
•Car details
•The latest odometer reading
•Employee details
•Daily and total rates
•The employee's current job placement and accommodation
See Screen lists for sorting, filtering, searching and other features.
Configure columns using list definitions.
Some actions support multiple selection, as described below.
Actions
Placements
Opens a menu:
•Edit selected car use
Opens car-use details. To edit passengers of one car as a group, select their records before choosing this option.
•Assign selected employee as driver
Opens the driver assignment screen with the selected employee already filled in.
•Assign selected employees as passengers
Opens the passenger assignment screen with the selected employees already filled in.
•Delete selected car use
Permanently deletes the driver or passenger assignment.
Employee
Opens employee details.
Car
Opens the car's details.
Excel list
Opens the available Excel lists, configured through list definitions.
Documents
Opens the documents screen after you select the document type:
•Car-use documents
•Employee documents
SMS
Opens the SMS dialog with employees from the selected records as recipients.
Opens an email addressed to the employees from the selected records.
Free cars
Opens the car planlist with Show only available cars