Available to subscription: Fleet Management
User role: Fleetmanager
What are transfer requests?
Transfer requests let departments move vehicles between them. A fleet manager marks a vehicle as available, and another department can request to take it over.
Mark a vehicle as available
1. Go to Fleet vehicles > Vehicles, and select the vehicle.
2. Change Status on the Master Data tab to Active - Free for transfer.
3. Click Save.
The vehicle now has the Request transfer button at the top of the page.
Request a vehicle
1. Find the vehicle under Fleet vehicles > Vehicles.
2. Click Request transfer.
The request is sent to the fleet manager responsible for the vehicle.
Approve or reject requests
1. Select Fleet vehicles in the menu on the left.
2. Click Transfer requests.
Use the State filter to choose whether to see requests that are Awaiting response, Rejected or Approved. The list shows the vehicle, license plate, requesting department and fleet manager, and current department and fleet manager.
To the right of each request you can click:
- Approve: the vehicle is transferred to the requesting department.
- Reject: the request is rejected.
- Cancel: cancels the request.
Can I make an Excel export?
No, the page has no Excel button.