Planned Maintenance

The maintenance planner in Vision allows you to add maintenance appointments and upload relevant documents.

Contact [email protected] to ask for the Planned Maintenance feature to be enabled.

Once set up you will be able to:

• Add and schedule various inspections to each vehicle.
• Upload documents once the inspection has taken place.
• View the stored documents on the vehicles profile.
• Open the year planner to see activities for all vehicles.

Adding an activity

Go to Manage my Fleet and select the Maintenance tab:

You can add activities to multiple vehicles by clicking the “Planning” button and "Add Entry":

Add in the relevant registration number by typing it and selecting it from the list:

Then select the type of inspection you want to add:

Finally add in the start date and whether you want this action to reoccur at regular intervals:

Click next to see the activities you have set up and then save:

Each action selected will show as an icon in grey on the Manage my Fleet page:

If you would like to assign activities to a specific vehicle follow the same process, but select a vehicle and specific week before selecting the “Planning” button:

Completing the inspection

To complete the inspection, select the week in which it falls and pick “complete inspection”:

This will take you to the import page where you can complete the details of the inspection and upload any related documents:

The icon for the inspection on Manage my Fleet will change from grey to black:

And will also show as done on the year planner:

Full details of the inspections, due and completed as well as any uploaded documents can be found in the vehicle profile, under “Inspections”: