The Logbook module is where you will go to create and administer FBT logbooks for your fleet. Follow the below steps to create a new FBT Logbook.
1. Click on the Logbook menu on the menu bar
2. Select Logbooks under Management subheading to open the Logbook management screen.
3. If this is the first time using Logbooks, the table will be empty on this screen and the widgets will display no values
- If there are already some logbooks created under your account they will be listed
4. Click on the New Logbook button
5. A New Logbook pop up will open. Complete:
Logbook type (defaults to FBT)
Label: eg driver’s name who will complete the logbook or any preferred identifier
Reminder Notification: to be sent to the Logbook Driver. (Never, Daily or Weekly) (Note: The reminder email will only be sent if there are unclassified trips in the logbook at the time when the reminder is generated)
Asset field: asset to assign the FBT logbook – type the Asset Label in the field and it will display auto-complete options from Assets under your account
Logbook Owner: will display list of Drivers and Users available in your account that you can allocate the logbook to (Note: you can assign multiple logbooks to a Driver or User)
User/Driver Management: quick links to create new user or driver. (Note: These buttons display only to those who have access to respective modules. The buttons do not display if they don’t have access to the modules)
– If user has access to Driver Mgmt., display driver management button
– If user has access to User Mgmt., display user management button
– If user has no access to both, both buttons won’t be displayed
6. Once you have completed all the fields click the Create button.
The FBT logbook will be created and assigned to the Asset and Driver/User and an email notification sent to the Driver/User notifying them of the new Logbook assigned to them
Once the logbook has been created you will be redirected to the Logbook management screen for the new logbook and the logbook will be added to your In Progress logbooks list on the logbook management screen.
