User Guide Version History

Disclaimer

The User Manual is provided in good faith and care is taken to ensure contents are complete and updated in line with product development.

However, Trisoft Corporation cannot be held responsible for loss as a result of errors or omissions in this User Guide.

Due to Trisoft's policy of continual product development and staged releases, there may be discrepancies between individual user versions and the User Guide contents.

In the event of error or omission, actual software functionality will take precedent.

Please report any errors or omissions to your Account Manager or AusFleet Support on 02 9986 2800.

September 2023 Update - Version 9.3

Pre- 2023 Updates

•Added "Recurring Bookings" to Hire Bookings chapter

•Replacement Budget Forecast chapter - new functionality and UI added

•Suppliers chapter. Added new option to search by supplier type and updated screenshots

•Added new sub-chapter in R&M - "How to Send Jobs to Depots" for new functionality

•Added new "Select Columns" functionality in Personnel chapter

•Updated the External Job Card in R&M to include new "Responsible Depot" field

•Updated to include new screens and reformatting of Checklists chapter

•Updated Inventory chapter with improved details screen - no accordions, realigned screens and and improved descriptions

•Added new fields in Fleet Field List: Towing Capacity and Tow Ball Mass

•Added new non-licensed user right 50.85 for restricted R&M Depot View

•Improved Hire FAQ's to better explain hire charges, profile and types

•Added a separate chapter for using multiple debtors

•Updated: Fleet module - disposal date now allowed before lease end date with warning message

•Updated: Administration - removal of support link for non-licensed users

•Added: Fleet: Sale Results screen highlighting "GST applicable" flag in "How to Dispose and Asset and Change Status"

•Added: User Right 210 (Consider odometers from hire module in calculating utilisation) to Fleet Module Set Up and Fleet>>Odometer pages

•Improvements to Service Requests chapter

•Update Fuel chapter for improved navigation and clarity

•Interfacing chapter: Added Importing Personnel/Debtors and reformatted chapter

•Added "Bulk Job Card Upload" option to R&M Chapter

•Added Key Cabinet Set Up chapter in Hire

•Reformatted/standardised text balloons for better clarity (ongoing)

•Design and format changes throughout to improve and standardise pages (ongoing)

•Updated "Resetting Passwords" with new process including ability for Administrators to reset users' passwords

•R&M -Understanding the Job Card - Improved in-page navigation

•Personnel - Added new "How to Export Personnel Records" option

•R&M and Service Requests:  Added new "Selection Columns" control

•Updated Personnel with new icon "Add Personnel" screen

•Added more keywords to help  searching

•Format changes throughout for better navigation and clarity

•Expanded and improved set up instructions for each module, particularly reference files and parameters

•FAQs for major modules updated and placed within related module chapter

•Screenshots and functionality updated to V9 design

•Search and Index functions have been reinstated

•Added new "How to..." chapter to explain how to dispose assets and manage asset status

•Added new "How to" chapters for performing key tasks

•Added warning banner to multiple chapters regarding importance of closing R&M jobs to update service schedules

•Changed Copyright to allow copying/distribution within a a licensed organisation for user training purposes

•Updated all Mobile Apps chapters for latest App version 2.3

•Added driving licence expiry notification details to Hire module and Bookings Apps

•Added detailed job card in My Jobs app

•Added separate page for user rights that are permitted without affecting licensed user count

•Added ability to print chapters by clicking on hot spots on screen shots

•Added ability to delete fuel batches regardless of status

•Added GPS Odometer and Location Interface Chapter

•Added new "Renewals - Custom" option in Fleet chapter

•Added Dashboard chapter with new refresh options

•Added User Right 40.18 to FAQ's, Personnel and Hire chapters - allows drivers to cancel bookings without affecting licensed user count

•Updated R&M to include "Current" and "Historical" tabs in jobs list for easier search and faster performance

•Updated R&M to provide separate chapters for different tasks and explanation of regimes, servicing and related topics

•Update Checklists to include new "Pre-Start Results" report and departmental hierarchy filters

•Added "Aggregate Trailer Mass" to Fleet Field List

•Added Parameter 1810 (make comments mandatory in Checklists app) to Apps and Pre-start Checklist chapters

•Added Parameter 210 in Hire module

•Removed redundant parameters and templates

•Added "Support & Development Processes" chapter

•Added Service Requests App in Apps section

•Added Periodic Checklists to Checklists chapter

•Added Hire Module User Right 155 "Validate driving licence for all bookings"

•Added"Decibel Reading" field to Fleet Field List

•Added Set Up chapters for each module and administrative task

•Updated Reports chapter to reflect new 2020 Report module

•Updated  screen images to Version 9 UI

•Updated  functionality descriptions to V9 where required

•Moved "Custom Fields" to its own chapter

•Moved Apps into their own sub chapters

Pre 2020 Changes

•New chapter - "Accurate Service Scheduling"

•Added validations applying to toll transactions

•Updated Fleet/MMSB screen with new fields for key cabinet interface and checklists

•Fixed "Reports" chapter not showing report output details

•Added redeveloped Fuel Tax Credit Report in Fuel Chapter. Removed old report form Reports chapter

•Updated Fleet field List with Fuel Credit fields: Fuel Tax Vehicle Type and Auxiliary Use %

•Changed details related to disposing of a leased item before lease end date. System now throws warning but allows disposal e.g. to cater for accident write offs

•Added My Job App in R&M module and Apps chapters

•Added Bookings App to the Apps chapter

•Added Pre-Start Checklist app in Apps chapter

•Added detail and flow chart on how AusFleet calculates next service date (available in FAQ and R&M chapters)

•Corrected error in Status and Disposals related to calculation of number of sale attempts

•Fixed pop up link in Documents module

•Updated Suppliers chapter with new fields/reference files

•Updated R&M chapter with new "Close Job/Invoice Job/Reprint Invoice" button actions and removal of "Print Invoice" button

•Added new page "Odometers - Vital Information" outlining the importance of accurate odometers for scheduling services

•Updated "Pre Start Checklists" chapter with enhanced Summary Report

•Added "Print Checklist" in Pre Start Checklist chapter

•Updated Debtor screen in Reference Files Debtors chapter with new version including extra fields

•Add Maintenance Analysis Codes (MAC) (new functionality) in R&M Chapter

•Add Key Cabinet Interface chapter (new optional module)

•Add Pre Start Checklist chapter (new optional module)

•Added Manual Pick Up Return (new functionality) in Hire chapter

•Added Early Pick up (new functionality) in Hire chapter

•Added Job Import functionality (new option)

•Added Fixed Costs in R&M and Reference File chapters (enhanced functionality)

•Added Hire Invoicing section in Hire module

•Updated Hire and Accident chapters to reflect new "Make unavailable for hire" option in Accidents module

•Updated Personnel module with revised screens

•Updated Fleet Field List (added Checklist and Garage Address, changed Key ID to Key Number)

•Various small changes/corrections for improved format and clearer explanations

•Added Workshop Calendar to R&M module

•Changed this change log to read newest to oldest order

•Added new "Employee Contribution Import" functionality in Personnel

•Fixed a missing link in Hire chapter

•Chapters reorganised more logically

•Added Goods Receipting to Inventory chapter

•Updated Inventory Reorders to reflect enhancements

•Improved "Add Job" section in R&M chapter

•Fuel chapter: Added description/actions for each transaction validation type

•Added audit trail note to Incidents

•Added Action Permissions to Hire

•Add R&M Calendar and Job Import to R&M module

•Added Charge Code to Fleet Reference files and fleet fields list

•Added first phase "Invoicing" chapter for release of new Invoicing module

•Updated Personnel to include new options when adding personnel using Quick task icon (depot/domain allocation, pool admin/storeman flags)

•Added "Inventory Reference Files" chapter for new module release

•New Inventory FAQs added for new module release

•Updated Inventory chapter with latest functionality and menus

•In R&M Reference Files, added section describing simple service recording for users who do not require service scheduling or regime set up

•Updated Personnel "Responsibilities" and "Alternative Addresses" for greater clarity

•Added details of log entry validation for FBT purposes

•Improved "User Rights" chapter

•Hire/Hire Reference Files/Hire FAQs updated to clarify how Hire charges work

•Fuel/Fuel FAQ: Added advice in the event an error message is received when importing supplier fuel files

•Replacement Type Reference File - additional examples added

•Updated Fleet and R&M chapters with data export buttons

•Added FBT Chapter for forthcoming release

•Added new field "Commitment date" (used for FBT calculation) to fleet fields list

•Various small changes and additions

•Updated reference files with financial periods

•Updated Debtors Reference File chapter with new process for creating department hierarchies/debtors. Reformatted & clarified

•Add new "Open ended bookings" functionality to Hire chapters

•Added new "Service Requests" chapter

•Updated Fleet/MMSB: Creep flags name changes to remove ambiguity and new monthly hire charge field for open ended bookings

•Added Command Buttons to R&M chapter

•Updated "Odometer Summary" section on Fleet for better clarity

•Minor update to Replacement Forecast with new screen and explanation of years

•Fixed links and expandable sections in Debtor Reference File

•Updated Suppliers Reference File to include "Supplier Code" and add tool tip help

•Added "Missing Log" warning in Logs chapter

•Added new section in R&M on how to see an item's service history and future service schedule

•Adding section on Close Job process in R&M chapter

•Added new FAQs

•Added section in R&M related to "Tracking vehicles though the workshop"

•Improved "Debtor Type" section in reference files for greater clarity

•Updated Fuel Reference Files for more clarity

•Fixed index link on "Disposing a fleet item"

•Updated "Accidents" with new finalisation process

•Various small improvements and additions

•Added Tools section in Fleet module and Repair and Maintenance

•Added tool tips to "Add Fleet item" section

•Added tool tips in R&M chapter and updated screens in line with latest version

•Added revised Personnel screen and updated chapter including tool tips

•Added Auto Labour Entry module in R&M chapter

•Added Programmed Services details to Reference Files, R&M and Fleet chapters

•Revised Fleet Status & Disposals in line with new screen and functionality

•Added new FAQs

•Added Renewals chapter in Transactions

•Added more key words in several chapters

•Updated Fuel chapter with information on deleting batches

•Added explanation of "Ex Lease" ownership type in Fleet and reference files chapters

•Add Service Matrix tab in Fleet chapter

•Various small improvements and additions

•Cosmetic improvements

•Improved clarity in various chapters

•Fixed user right numbering throughout in line with version 8.012

•Renamed Display Preferences chapter as "User Interface, Search and Sort"

•Updated above in line with interface changes

•Replaced text with tool tips in Hire Reference Files/Hire Profiles for better clarity

•Increased use of tool tips in most chapters to simplify use

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