Table of Contents
PERMISSIONS: Recall management is available with Fleetio Essential, Professional, and Premium Plans.
A recall can have an enormous impact on your fleet, and Fleetio helps you stay on top of these events in order to minimize downtime and facilitate efficient resolution.
When a recall is issued, the manufacturer is required to send a letter that includes the following:
- Defect details
- Risks associated with the defect
- Manufacturer plans to address the issue
- Next steps you should take
These letters may be lost in transit, may fail to follow ownership changes, or may otherwise be overlooked. With Fleetio's daily digital updates, you will always have the most current data right at your fingertips.
Typically, you will still need to set up an appointment for the vehicle repairs with your local dealership or a certified repair shop. Be sure to call the dealership in advance, providing the recall campaign number so that the dealer can confirm the appropriate parts in stock. If you need more information, contact the manufacturer directly.
Fleetio's recall management solution automatically sends an email alert when there is a new match between a safety recall and one of your fleet Vehicles based on year, make, and model. Upon notification, you can quickly adjust the Vehicle Status, create an Issue, then track repair through resolution on a Service Entry or Work Order.
IMPORTANT:
- Since Fleetio pulls recall information from the NHTSA, only safety recalls issued in the U.S. and registered with the NHTSA are included. The recalls module within Fleetio will not contain other types of physically mailed notices, such as safety bulletins, advisory notices, emissions recalls, etc.
- Recalls are matched to your Fleetio Vehicle based on Year, Make, and Model. You may receive Recall notifications that do not match other specifications for your Vehicle, which include trim, place of manufacture, the exact date of manufacture, production run, and more. Defects could also have been addressed by a previous owner.
- Be sure to enter your VIN in the NHTSA Search to verify Recalls that apply to your exact Vehicle.
- If you change your Vehicle Year, Make, or Model after Recalls have been imported, these previously-reported recalls will remain in the recall list. Acknowledge the now mismatched Recalls as shown below in order to dismiss them.
Recalls Index
To view the Recalls Index, click Issues in the Sidebar Navigation, then click Recalls.
The Recall Index will display the Vehicle affected, a Summary of the problem, Date Issued, Status, and available Actions.
- Click the tabs to view All Recalls or filter by Status (Needs Action, Open Issue, Resolved Issue, or Acknowledged).
- Primary filters include NHTSA Campaign #, Issued Date, and Vehicle, or click Filters for additional options, including Year, Make, Model, etc.
- The More Actions menu allows you to export the Recalls list as a CSV file.
View Recall Detail
It is important to note, as mentioned in the callout above, that Fleetio matches Recalls to Fleetio Vehicles based on Year, Make, and Model. You may receive Recall notifications that do not match other specifications for your Vehicle, which include trim, place of manufacture, the exact date of manufacture, production run, and more. Defects could also have been addressed by a previous owner.
To view Detail for any Recall, click the row in the Recalls Index. An information modal for the specific Recall displays, including the NHTSA Campaign Number, Date of Issue, Description, and more.
Confirm by VIN
Hover over a Recall in the list, click the More Actions Button, and select Check VIN to go to the NHTSA Search to verify using the VIN of your Vehicle.
Recall Status and Actions
A Recall Status can be set to Needs Action, Acknowledged, Open Issue, or Resolved Issue. The More Actions Button in the Recalls Index contains options that vary depending on the current Status.
- Needs Action - You can Acknowledge or Create Issue.
- Acknowledged - You can Mark as Needs Action.
- Open - Click View Issue to view the Issue Details and Resolve via Service Entry, Add to Work Order, or Close.
- Resolved Issue - Click View Issue to View the Issue Details and Reopen the Issue if necessary.
To handle a Recall, you can click the More Actions Button to create an Issue if action needs to be taken or Acknowledge if no work is needed.
This enables you to maintain an audit trail for work that has been done or for the acknowledgment of a Recall that required no further action.
Bulk Actions
You may need to take action with a large number of Recalls at once. Bulk Actions are available for Needs Action (a) and Acknowledged (b) Recalls.
- From the Needs Action Tab, check the boxes on the left (c) to multi-select Recalls, then click the Actions Drop-down Menu (d) to Create Issue or Acknowledge.
- From the Acknowledged list, the Bulk Actions menu only offers the option to Mark as Needs Action.
Create Issues from Recalls
Click the More Actions Button and select Create Issue to initiate the process.
An Issue generated from a Recall is different from a typical Issue in several important ways.
- To make the process as easy as possible, the new Issue is pre-filled with the Vehicle, Summary, and Description.
- The Issue which has been created will automatically include the [Recall] prefix in the Issue name (a) and the link to the source Recall for details (b).
Issues generated from Recalls may be Resolved or Closed like any other Issue (via Service Entry, Add to Work Order, or Close), and the Recall status is automatically updated to Resolved Issue.
TIP: Learn more in Issues Overview.
Recalls by Vehicle
In addition to viewing the Recall list for the entire fleet, you may navigate to any Vehicle Details Page and click the Recalls tab.
Recall Permissions
As with most modules in Fleetio, you may control Users' access to Recalls. A Role may be configured with View and/or Ignore permission, according to the Vehicle Record Set attributed to the User.
Manage users who can export Recall data by enabling the Export Data permission.
You may also wish to enable Issue - Create permission if you want to allow Users to be able to Create Issues from Recalls, as shown above.
Recall Notifications
The Account Owner will receive a notification of each new recall, with a summary of all Vehicles affected by that recall.
In addition to the account owner, other Users can choose to receive notifications when a new recall is discovered on any Vehicle they're watching. Preferences can be configured in your Notification Settings. In addition to email and push notifications, Users will also receive a notification in the Notification Center.
