Fleet Instant Search

The Fleet Instant Search gives the user the ability to search for a specific machine (like a Serial Number or Alternate ID) or a group of items (like Model Description). Each item in the list will show more information if selected.

Roles | Executive ✓ | Fleet ✓ | Operations ✗ | Financials ✗

 

Instant Search

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At the top left of the Instant Search view, next to the title Fleet, a search field is available. Typing into this field will filter results instantly. This is particularly useful for finding a specific machine by Serial Number or Alternate ID - however a group of machines can be found if searching by Model Description, Model Number, Manufacturer or Customer Name.

The user can search

  • Serial Number
  • Alternate ID
  • Model Number
  • Model Description
  • Manufacturer
  • Customer Name

Machine Details

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If an item in the Instant Search view is selected, more information on that machine will become available. Some fields may be left intentionally blank, and only assets with current or expired warranties will show the Warranty Description underneath the asset details. If you believe missing data should be available, or data is incorrect, please raise a request for support.

Machine details include

  • Serial Number
  • Alternate ID
  • Model Number
  • Model Description
  • Manufacturer
  • Customer Name
  • Ownership (Either owned or rented)
  • Is Attachment (if asset is equipment or an attachment)
  • Machine Configuration
  • SMU Reading
  • SMU Date (Date of which the previous SMU Reading was last captured)

Warranty Description (if applicable) include

  • Warranty Description
  • Enrolment Date
  • Expiry Date
  • Warranty Status (active or expired)

Exporting Equipment w/ Warranty Details as a .CSV

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At the top right of the Instant Search view, an Export button is visible. Selecting this Export button will drop down the option to limit how much information the user will download. By default this is set to 100 rows, however there is no limit to the amount of rows that can be exported.

In regards to Equipment, 1 row equals 1 machine, but if any machines have active or expired warranties, those will also contribute towards the line count. To export the entire list of machines, simply type a very large number, and export.

Press the export button on the dropdown box to start downloading a .CSV file of all available information.

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