End-to-end workflows

How work moves through Fleet from start to finish, who does each step and what the system does in response.

On this page (9)

New vehicle to driver on the road

Who: Fleet coordinator (COORD), HR employee with a user, driver (DRV)

#What the person doesWhat the system does
1COORD: Fleet > Vehicles > New Vehicle: plate 'A 12345', Dubai, model Hilux, branch Dubai; SaveVehicle VHC-... created Available; opens in Vehicle 360; duplicate plate + emirate is refused
2COORD: Vehicle 360 > Upload Document: Registration / Mulkiya expiring 2026-11-30; Insurance policy 2026-01-01..2026-12-31 premium 3,200Documents tab lists both; red 'Missing for this country' line shows only Vehicle Testing; Insurance cost 3,200 posted
3COORD: Fleet > Drivers > New Driver from an HR employee with a driving-licence identifier (expiry 2030-05-01)Licence number and expiry copied from HR; driver Active; licence data visible because COORD holds fleet.driver.view
4COORD: Fleet > Assignments > Assign a vehicle: this vehicle, this driver, Primary, From nowAssignment active; vehicle Assigned with the driver; Vehicle 360 and Dashboard show the driver
5DRV: Fleet > My Vehicle (Driver App); Pre-Trip Check with Brakes Not OKVehicle card shows the assigned vehicle; failed item raises a service request (source Inspection) visible in Service Requests
6DRV: Start Trip with odometer 50,000 then Fuel Entry 48 L at 2.85Trip Started, vehicle In use; fuel fill 136.80 saved against the vehicle and driver; Dashboard counts update
7COORD: End the assignment with Odometer at return 50,320Assignment Ended; vehicle Available; odometer 50,320 recorded as a reading with source Assignment

Pool vehicle reservation with two-person approval

Who: Employee E (fleet.view + fleet.log), coordinator C (fleet.assign)

#What the person doesWhat the system does
1E: Fleet > Reservations > Book a vehicle: category Car, pickup tomorrow 08:00, return 17:00, destination JAFZAReservation Requested; C is notified; E cannot approve it (default rule needs fleet.assign)
2E: try Approve on own booking (API or if the button shows)Refused 'You cannot approve this.'
3C: open Reservations; choose a free car; ApproveReservation Reserved with the chosen vehicle; E notified; an overlapping booking of the same car is refused 'VHC-... is booked then.'
4E or driver: Check out with odometer 22,000, fuel 80, pre-trip checklistStatus Checked out; pool assignment made and active; vehicle In use; checklist stored as an inspection
5Driver: Return with odometer 22,180, Damage 'Scratch rear bumper'Status Returned; distance 180 km; assignment ended; vehicle Available; a Body damage service request is raised from the return
6Coordinator: Maintenance > Service Requests > Create work order on that requestWork order made and linked; request 'Work order created'

Day of driving: trip, fuel, anomaly review, card statement

Who: Driver (DRV), fuel controller (fleet.fuel.view + fleet.edit), coordinator

#What the person doesWhat the system does
1DRV: Start Trip (odometer 45,000), End Trip (45,600, toll 8, parking 10)Trip Completed with 600 km, fuel and toll / parking costs; cost per km shown
2DRV: Fuel Entry 90 L (tank 60 L), full tank, odometer 45,600Fill saved but flagged Potential anomaly (more litres than the tank holds); shows under 'Potential anomalies - needs review'
3DRV tries Clear on own fill (API); fuel controller opens Fuel > Potential anomaliesDriver refused 'Somebody other than the person who entered it reviews it.'; controller sees the fill
4Controller: Ask the driver on one fill; Clear on anotherQueried: driver notified 'Please confirm fuel entry ...'; cleared fill leaves the review queue
5Coordinator: Fuel Card Statements > Import statement (paste CSV: card 9988776655444321, 49 L, 142.50, 07:45)Line Matched to the fill when litres and amount agree; card shown as '•••• 4321'; a mismatch shows Difference
6Coordinator: Record as fill on an Unmatched line; Ignore anotherFill created and line Matched; ignored line leaves the Unmatched tab

Service request to completed work order (below approval limit)

Who: Driver (reports), coordinator, workshop user (SHOP), stock keeper

#What the person doesWhat the system does
1DRV: Driver App > Report Issue 'AC not cooling', HighService request NEW source Driver; shows in Service Requests > Open
2COORD: Service Requests > Approve; then Create work order (service Air conditioning)Request Approved then 'Work order created'; WO draft opens linked to the request and vehicle
3SHOP: add part 2 x 45 from stock, labour 1.5 h x 120, outside work 1 x 250; Save; SubmitParts 90.00, Labour 180.00, Outside 250.00, Total 520.00; below AED 5,000 so straight to Approved
4SHOP: Schedule 2026-10-05; Start work; Issue parts from stock (10 on hand at cost 40)Scheduled then In progress, vehicle Under Maintenance; stock issue journal 80.00 (2 x 40, not 45); on hand 8
5SHOP: Complete at 15:30 with odometer 50,050 and findingsCompleted; downtime from start; reading 50,050 (Service); Maintenance cost line 520.00 on the completion date; vehicle Available; service request Resolved
6COORD (fleet.cost.view): Vehicle 360 > Cost Summary and Fleet > CostsMaintenance cost 520.00 appears once; cost per km updates

Large work order: approval, outside garage purchase order, complete

Who: Workshop user W, manager M (fleet.workorder.approve), purchasing

#What the person doesWhat the system does
1W: New Work Order for an External Garage, vendor Test Garage LLC, outside work 5,000 + labour 1,200 (total 6,200); Save; SubmitStatus stays Draft, 'Waiting for approval'; M and other approvers notified 'Approve work order WO-... (6200.00)'
2W: try Approve on the same work orderRefused 'You cannot approve this.' (W lacks the permission) or 'Somebody other than the person who asked has to approve it.' (W holds it)
3M: open the work order; Reject with reason; W edits and Submits againRejected: stays Draft and Submit shows again; resubmit asks again
4M: ApproveApproved by M; Schedule and Start work appear
5W: Raise purchase orderPurchase order to the vendor with the not-from-stock lines, VAT 5%, vehicle and plate in the notes; second press refused 'This work order already has a purchase order.'
6W: Start work, then Complete with odometerCompleted; cost line 6,200 minus nothing posted twice (outside work is on the vendor's bill, not re-posted); TCO of the vehicle rises accordingly

Preventive maintenance due to compliance renewal

Who: Fleet manager, coordinator, daily clock

#What the person doesWhat the system does
1Manager: Vehicle with plan Oil change every 10,000 km / 180 days, last done at 40,000 km; record odometer 49,600 then 50,050Preventive Maintenance board: Due soon at 49,600, Overdue at 50,050 (due at 50,000)
2Daily scan runs (next Dubai midnight or staging tick)One service request SRQ-... from Maintenance Plan, High priority when overdue; Dashboard Maintenance Due lists the vehicle
3Coordinator: Create work order from that request and complete itOpen request raised by the plan is Resolved; plan's 'last done' resets to the completion odometer and date
4Coordinator: Compliance > Registration: Mulkiya expiring in 18 days; check Dashboard and CalendarStatus Expiring soon, Days left 18, alert in Recent Alerts and a Document renewal entry on the calendar
5Coordinator: press Renewing; later Renew with fee 450Renewal in progress then a new document issued from the old expiry for 12 months; fee 450 as a Registration cost; old one hidden from lists
6Coordinator: Compliance > Insurance: new policy for the next yearVehicle 360 Insurance Expiry moves to the new policy; premium posted as an Insurance cost

Traffic fine recovered through salary

Who: Coordinator (fleet.edit), manager (fleet.fine.approve), HR (hr.employee.view)

#What the person doesWhat the system does
1Coordinator: Compliance > Fines > Record a fine: VHC-..., 2026-09-28 22:15, Speeding, DP-TEST-0001, AED 600, Shared, Recover through salary, driver blankDriver found from the assignment at that time; driver share 300.00; Salary deduction Pending approval; approvers notified
2Coordinator: record the same authority and reference againRefused 'This fine is already recorded as FIN-...'
3Coordinator: try Approve deduction on own fineRefused (no approver permission), or 'Somebody other than the person who asked has to approve it.' if the coordinator holds it
4Manager: Approve deduction, period 2026-10Deduction Queued for 2026-10; HR users notified 'Payroll deduction 300.00 for <driver> (2026-10)'
5Manager (fleet.fine.approve): Deducted by HR after payroll takes itDeduction state Deducted; the fine can no longer be edited 'A fine already recovered from salary cannot be changed.'
6Coordinator: PaidPayment Paid; the fines cost line is 600 - 300 = 300.00 on the vehicle

Accident to insurance claim to money received

Who: Driver (reports), coordinator, manager

#What the person doesWhat the system does
1DRV: Driver App > Report Accident (injuries ticked, estimate 8,000, police report DXB-POL-TEST-1)ACC-... Open; High Body damage service request; alert 'Accident: VHC-... - injuries reported' to accident viewers
2Coordinator: Compliance > Accidents > Insurance claimClaim CLM-... draft with estimate 8,000 and the live policy linked; accident Claim submitted; a second claim is refused 'This accident already has a claim.'
3Coordinator: Accidents > Repair work order (Body work, External Garage); complete it as per the work order flowAccident Repairing; repair cost 8,000 posted as a Maintenance cost when the work order completes
4Coordinator: Claims > Submit, then Approved 7,000Claim Submitted then Approved 7,000
5Coordinator: Money received 3,000 then 4,000Received 7,000 in total, status Paid; ONE cost line of -7,000.00 'Insurance recovery' reduces the vehicle's TCO
6Coordinator: Accidents > CloseAccident Closed; claim stays visible under Claims

Breakdown, total cost of ownership and vehicle disposal

Who: Driver, coordinator, manager (approver of disposals, fleet.tco.view)

#What the person doesWhat the system does
1DRV: Driver App > Breakdown during a trip, recovery neededVehicle Breakdown; Urgent service request; alert 'Breakdown: VHC-... at <place>'
2Coordinator: Breakdowns > Recovering; Work order; complete the work order with tow cost 350Breakdown resolved, 350.00 Tow / recovery Maintenance cost added, vehicle Available
3Manager: Vehicle 360 > Costs and Cost Summary; Fleet > Costs > TCOFuel, maintenance, insurance, tow, depreciation and cost per km agree with the ledger; the TCO tab needs fleet.tco.view
4Coordinator: Vehicle 360 > Sell / scrap / return: Sold, sale value 25,000 (default rule Vehicle disposal from AED 0)Disposal pending approval; vehicle not yet Sold; approvers notified
5Coordinator tries to approve own disposal requestRefused; only a different person with the rule's permission may approve
6Manager (fleet.configure): approve the disposalVehicle Sold, driver released, off the Dashboard board; its history and costs stay readable