Assets

EROAD is in the process of re-engineering a future-proofed service and maintenance ecosystem to our customers. New components of MyEROAD Service will appear regularly over the next year.

Assets

Assets lets you combine a multitude of service and maintenance fleet datapoints into configurable tables, so you can monitor your business how you want, the way you want.

Each business needs to make cost-saving decisions based on different criteria. Asset Table lets you create up to 4 customised tables, called Workspaces, each containing datapoints you need to effortlessly:

  • Schedule general maintenance requirements.
  • Forecast fleet expansion and right-sizing.
  • Save costly time in comms to workshops.

Activating the beta

  1. Under Service > Assets > BETA (switch)
    assets beta switch

 

Assets draws over 40 distinct data points in each of your fleet's vehicles into a configurable table. This means you can monitor and schedule your fleet's service requirements depending on the criteria you consider essential.

You can simply design four table collections per user. That gives you instant lists of the information you need to make decisions.

The Default Workspace contains all columns viewable.

 

assets table

 

On your first visit to Assets Beta, you'll be presented with all your vehicle datapoints in a large, horizontally-scrolling table. Before diving too deep, try these exercises:

  • Click on a column header to cycle through sorting this table in ascendingdescending or neutral order, depending on the header.
  • In the Search by display name or rego field, enter a couple of characters and see all matching results in these fields (even if these columns have been disabled from view).
  • In the Groups (Fleets) field, enter a few characters of a group name and select a group from the drop-down list.
    • When the first group is entered, only data for vehicles in that group will appear.
    • As you add more groups, more vehicles will appear. As you add more groups, the table will approach the default 'all' condition.
  • In the Due Status field, select a status. Vehicles will be filtered by status.
  • Tapping More filters will add the Service and Status By fields for further table refinement.
    • Service lets you filter results by any of the datapoints in Assets, whether they've been selected to view or not.
    • Status By lets you select service status by Distance, Date or Engine Hours.

Workspaces

Large tables can be difficult to understand and manage. A workspace is a table you define, by selecting the columns you want.

You can define up to four user-specific Workspaces, to tailor your service and maintenance workflow.

  1. Next to Workspace, click Default, then select Add new workspace. The workspace configuration panel appears.
    assets workspace add
  2. Check or uncheck the datapoints you wish to display in a Workspace. Watch the table change live.

    Note: Table columns are unable to be re-ordered at this time.
  3. You don't need to give the workspace a name just yet. Click in the tinted table to take a look at your result so far.
  4. If satisfied, re-tap the Workspace field > Add new workspace. The workspace configuration panel appears.
  5. At the top of the panel, enter a name for your workspace.
  6. At the bottom of the panel, tap Save.
  7. Your workspace is now selectable from the Workspace menu.

To Edit or Delete a Workspace:

  1. Tap the Workspace field.
    assets workspace edit delete
  2. To edit your existing workspace, tap pencil edit
  3. To delete your existing workspace, tap bin delete

 

Filtering

The Asset Table has two filters displayed beside the Search by display name or rego field. The full range is accessed by clicking More filters.

  • Groups/Fleets: Restricts listings to vehicles/assets assigned to one or more groups/fleets.
  • Due Status: Restricts listings by appointed service status - Upcoming, Due, Overdue.
  • Service: Restricts listings by Service type. (Begin typing for autocompleted service types.)
  • Status by: Restricts listings by the service alert trigger: Date, Distance or Engine Hours.
  • Make: Restricts listings by vehicle/asset make, brand or manufacturer.
  • Model: Restricts listings by vehicle/asset model.

Note: if the Make has been selected, typing in the Model field will only list models associated with that Make.

 filters

 

The Priority Column

The priority column differs from others in that its appearance is created by combining info from the Overdue, Due and Upcoming datapoints in Assets. These datapoints are pulled from each vehicle's service schedule, as set under
Service > select vehicle > Schedule New Service.

asset table priority

Green: The number of service events upcoming. There are no events Due or Overdue.

Amber: The number of service events scheduled within that vehicle's notification reminder period from the current date (Due). There are no events Overdue. There may be other events Upcoming.

Red: This number of service events are Overdue. There may be other events Due and Upcoming.

For more details about Red services, add datapoints Days to next serviceDistance to next service, and/or Hours to next service to your workspace.