diff --git a/content/applications/hr/fleet.rst b/content/applications/hr/fleet.rst index a115b918d..6cc3048ac 100644 --- a/content/applications/hr/fleet.rst +++ b/content/applications/hr/fleet.rst @@ -1,5 +1,6 @@ :nosearch: :show-content: +:hide-page-toc: :show-toc: ===== @@ -12,3 +13,4 @@ Odoo *Fleet* organizes all the vehicles, contracts, and repairs of all the vehic :titlesonly: fleet/configuration + fleet/service diff --git a/content/applications/hr/fleet/service.rst b/content/applications/hr/fleet/service.rst new file mode 100644 index 000000000..0a75f3c90 --- /dev/null +++ b/content/applications/hr/fleet/service.rst @@ -0,0 +1,146 @@ +======== +Services +======== + +To properly maintain a fleet of vehicles, regular maintenance as well as periodic repairs are +needed. Scheduling repairs and managing services for an entire fleet is necessary to ensure all +vehicles are in good working order when they are needed. + +Create a service record +======================= + +To log a service, go to the main services dashboard by navigating to :menuselection:`Fleet app --> +Fleet --> Services`. Click :guilabel:`Create` and a service form appears. Fill in the information on +the form and click :guilabel:`Save`. The only two fields that are required to be populated are +:guilabel:`Service Type` and :guilabel:`Vehicle`. + +The fields are: + +- :guilabel:`Description`: enter in a short description of the service. +- :guilabel:`Service Type`: select the type of service performed from the drop-down menu, or type in + a new type of service and click either :guilabel:`Create` or :guilabel:`Create & Edit...`. This + list is not pre-configured in Odoo. When creating a fleet and logging a service, the types of + service need to be created. +- :guilabel:`Date`: using the calendar module, select the date the service was provided or is + scheduled to be performed. Navigate to the desired month using the left and right arrow icons, + then click on the date to select it. +- :guilabel:`Cost`: enter the cost of the service. +- :guilabel:`Vendor`: select the vendor who performed the service from the drop-down menu. If the + vendor has not already been entered in the system, type in the vendor name and click either + :guilabel:`Create` to add them, or :guilabel:`Create & Edit...` to create the vendor and edit the + vendor form. The vendor form allows for other details aside form the name to be entered, such as + contact information. +- :guilabel:`Vehicle`: select the vehicle that was serviced from the drop-down menu. When the + vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the + :guilabel:`Mileage` field appears. +- :guilabel:`Driver`: the current driver listed for the selected vehicle is populated when the + :guilabel:`Vehicle` is selected. If the driver needs to be changed, another driver can be selected + from the drop-down menu. +- :guilabel:`Odometer Value`: enter the odometer reading when the service was done. The units of + measure will either be in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`). When the + :guilabel:`Vehicle` is selected, the units of measure is populated. This comes from the vehicle + form. To change from kilometers to miles, or vice versa, click the :guilabel:`External Link` + button next to the vehicle selected in the :guilabel:`Vehicle` field. Change the unit of measure, + then click :guilabel:`Save`. the unit of measure will be updated in the :guilabel:`Odometer Value` + field. +- :guilabel:`Notes`: enter any notes for the repair in the notes tab at the bottom of the service + form. + +.. image:: service/new-service.png + :align: center + :alt: Enter the information for a new service. The required fields are Service Type and Vehicle. + +List of services +================ + +To view all services logged in the database, including old and new requests, go to +:menuselection:`Fleet application --> Fleet --> Services`. All services appear in a list view, +including all the details for each service. + +Each service listed displays the following information: + +- :guilabel:`Date`: the date service or repair was performed or is requested to be performed. +- :guilabel:`Description`: a short description of the specific type of service or repair performed + to clarify the specific service. +- :guilabel:`Service Type`: the service or repair performed. This is selected from a list of + services that must be configured. +- :guilabel:`Vehicle`: the specific vehicle the service was performed on. +- :guilabel:`Driver`: who the current driver is for the vehicle. +- :guilabel:`Vendor`: the specific vendor who performed the service or repair. +- :guilabel:`Cost`: the total cost for the service or repair. +- :guilabel:`Notes`: any information associated with the service or repair that is documented to add + clarification. +- :guilabel:`Stage`: the status of the service or repair. Options are :guilabel:`New`, + :guilabel:`Running`, :guilabel:`Canceled`, or :guilabel:`Done`. + +.. image:: service/services.png + :align: center + :alt: The full list of services in the Odoo database. + +View services +------------- + +It is recommended to view the list of services in one of several pre-configured ways to better view +the information presented. In the top right corner of the list, there are several icons that when +clicked, sort the data in different ways. + +.. image:: service/views.png + :align: center + :alt: The icons in the top right corner than cn be clicked to present the information in + different ways. + +List view +~~~~~~~~~ + +The default view of the services is the list view. This presents all the services in chronological +order, from oldest to newest, in a list. + +The information can be sorted by any column. At the top of each column, hover over the column name. +An arrow appears to the right of the name. Click the arrow to sort the data by that specific column. + +The default sorting is descending alphabetical order (A to Z). Click the arrow again to reverse the +order, and go in reverse alphabetical order (Z to A). The one exception to this sorting is the +default :guilabel:`Date` column, which sorts the information in chronological order (January to +December) instead of alphabetical order. + +Kanban view +~~~~~~~~~~~ + +To view services by their stage, click on the :guilabel:`Kanban icon`, which is the second icon in +the top right, and appears as four black squares in a cube. + +All the services with the same status appear in the corresponding column, from :guilabel:`Running` +to :guilabel:`Cancelled`. To change the status of a service, simply click and drag the service card +to the desired stage. + +Graph view +~~~~~~~~~~ + +Another way to view the data is in a graph. To view the graph, click the :guilabel:`Graph icon`, +which is the third icon in the top right, and appears as a small graph. + +The graph displays the information in a graph where the X axis represents the :guilabel:`Date` and +the Y axis represents the :guilabel:`Cost`. Each column represents a single month, and then is +further organized by vehicle. Each vehicle is represented by a different color, and each month's bar +is divided by each vehicle. + +Pivot view +~~~~~~~~~~ + +The final way to view the service data is in a spreadsheet pivot table. Click on the +:guilabel:`Pivot icon`, which is the last icon in the top right, and appears as a small spreadsheet. + +The data presented in the table shows the cost of each service or repair. The rows represent the +vendors, and each vehicle that was serviced by them appears beneath each vendor. The column +represent the different service types performed. + +The table can be inserted in a spreadsheet or downloaded. To add the pivot table to a spreadsheet in +Odoo, click :guilabel:`Insert In Spreadsheet` and a pop-up appears. Select the spreadsheet the data +should be added to from the drop-down menu, and click :guilabel:`Confirm`. The spreadsheet then +loads on the screen. The spreadsheets are stored in Odoo's *Documents* application. To download the +table in an `xlsx` format, click the :guilabel:`Download` icon. + +.. image:: service/pivot.png + :align: center + :alt: Download the pivot table to an xlsx file, or insert the data in a spreadsheet in Odoo's + Documents application. diff --git a/content/applications/hr/fleet/service/new-service.png b/content/applications/hr/fleet/service/new-service.png new file mode 100644 index 000000000..79285e531 Binary files /dev/null and b/content/applications/hr/fleet/service/new-service.png differ diff --git a/content/applications/hr/fleet/service/pivot.png b/content/applications/hr/fleet/service/pivot.png new file mode 100644 index 000000000..60349bd3c Binary files /dev/null and b/content/applications/hr/fleet/service/pivot.png differ diff --git a/content/applications/hr/fleet/service/services.png b/content/applications/hr/fleet/service/services.png new file mode 100644 index 000000000..6c04e0c26 Binary files /dev/null and b/content/applications/hr/fleet/service/services.png differ diff --git a/content/applications/hr/fleet/service/views.png b/content/applications/hr/fleet/service/views.png new file mode 100644 index 000000000..987a7c4f3 Binary files /dev/null and b/content/applications/hr/fleet/service/views.png differ