Changes for page Service und Wartung

Last modified by YellowFox_RD on 2025/11/14 13:58

From version 4.1
edited by YellowFox_RD
on 2025/11/14 13:58
Change comment: There is no comment for this version
To version 5.1
edited by YellowFox_RD
on 2025/11/14 13:58
Change comment: There is no comment for this version

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16 16  
17 17  = Create and manage tasks =
18 18  
19 -The task management is located at vehicle-specific settings at //Service & Maintenance → Tasks//. Here you will see an overview of all available tasks. YellowFox provides you with a small selection of common tasks to get you started. You can edit these to your liking or remove them. Of course it is also possible to create your own tasks.
19 +The task management is located at fleet management at //Service & Maintenance → Tasks//. Here you will see an overview of all available tasks. YellowFox provides you with a small selection of common tasks to get you started. You can edit these to your liking or remove them. Of course it is also possible to create your own tasks.
20 20  
21 21  == Create a new task ==
22 22  
... ... @@ -26,7 +26,7 @@
26 26  
27 27  If you are currently in task management and have the “Edit” portal right for //Service & Maintenance//, the “Create new task” button will be displayed above the table. Click on it to open the task assistant. Here you will first be asked to name your new task. You can optionally add a description and keywords. The keywords you enter will be useful later when you confirm a warning triggered by the task and thus create an entry in the vehicle file (see “Confirm warnings”). You can also add items and services to your task. These are work materials that must be used when the task is due. You can download these work materials in the form of a material requisition in the warning overview.
28 28  
29 -Created tasks, articles and services can be maintained at the //settings //of vehicle-specfic settings.
29 +Created tasks, articles and services can be maintained at the //settings //of fleet management.
30 30  
31 31  At the next step of assistant you choose the vehicles that should be assigned to the task. You can leave this selection empty and add the vehicles later if you want to.
32 32  
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36 36  
37 37  === Manage tasks via vehicle editor ===
38 38  
39 -You can access the vehicle editor from the vehicle-related settings by selecting “Edit vehicle” in the action menu in the vehicle list. Switch to the //Service & Maintenance// tab. If you have already created tasks and assigned them to this vehicle, you will see an overview here. You can also create new assignments here by clicking on “Create new entry.” First, select the task to which the vehicle should be assigned and enter the date. Alternatively, you can also create a new task directly and assign it to the vehicle. Please note that this is only a simplified version of the task assistant. For example, to add items, you must edit the task later in the assistant. Tasks that have already been created cannot be edited in the vehicle editor. This view is primarily intended to provide a quick overview of the assignments for a single vehicle and to adjust dates if necessary. To manage the tasks themselves, we recommend using the task assistant.
39 +You can access the vehicle editor from the fleet management by selecting “Edit vehicle” in the action menu in the vehicle list. Switch to the //Service & Maintenance// tab. If you have already created tasks and assigned them to this vehicle, you will see an overview here. You can also create new assignments here by clicking on “Create new entry.” First, select the task to which the vehicle should be assigned and enter the date. Alternatively, you can also create a new task directly and assign it to the vehicle. Please note that this is only a simplified version of the task assistant. For example, to add items, you must edit the task later in the assistant. Tasks that have already been created cannot be edited in the vehicle editor. This view is primarily intended to provide a quick overview of the assignments for a single vehicle and to adjust dates if necessary. To manage the tasks themselves, we recommend using the task assistant.
40 40  
41 41  == Manage tasks ==
42 42