Manage Issues in Fleetio Go

One of the most important things you can do to maintain your Vehicle is to report issues as soon as they happen. Fleetio Go makes it easy to report issues from anywhere and collaborate with Technicians, Fleet Managers, and others to reduce the Vehicle's downtime. An issue in Fleetio is used to log a defect with your Vehicle. This could be anything from a peeling logo on the side, a dent in the bumper, or a blown head gasket.

Issues are used to kick off repairs associated with unplanned maintenance and may either be reported manually or as part of a Vehicle inspection if you conduct your DVIRs through Fleetio.

Reporting Issues in Fleetio Go Video

View Issues

The Fleetio Go home screen features a section dedicated to Watched Issues, allowing you to view updates on any issues you're watching.

To view all Issues for your fleet, tap View All in the Watched Issues section, or tap Browse in the Navigation Menu, then tap Issues.

The Issues Index displays all Issues for your fleet.

1. Use the Search Bar to search for a particular issue.
2. Tap Sort By to sort the list by Asset Name, Issue Number, Priority, Reported Date, or Summary.
3. Tap Quick Filters to filter the list by Issues Assigned to You, Watched by You, Assigned, or Unassigned.
4. Swipe Left on the filter bar to access additional filters, including Status, Priority, Assigned To, Labels, and Asset.

Each Issue in the list is labeled with its current Status and Priority.

You can tap an Issue to view its Issue Details Page. You'll also see the Status and Priority here, as well as the details of the Issue.

• Issue Status indicates the current workflow phase of your Issues when viewing them in Fleetio. You can use Issue Status to track your Vehicle Issues from start to finish.
• Issue Priority helps you organize your Issues in Fleetio by level of importance. Fleetio provides the industry standard priorities of Critical, High, Medium, and Low by default.

Add a New Issue

To add a new Issue:

1. From the Issues Index, tap the + Button on the top right.

• You can also tap Add Issue on the Home Screen.

2. Search for and select the Asset that you're logging the issue for, then tap Next.

3. Complete the New Issue form. Items marked with a star (*) are required.

Details

• * Select an Asset: Vehicle or Tool for which the Issue is reported
• * Summary: Brief overview of the work to be done
• Description: Detailed explanation of the work to be done
• Reported By: Contact/User reporting the Issue (defaults to the User creating the Issue)
• * Reported On: Date and time the Issue is reported (defaults to today)
• Odometer/Secondary Meter: Meter reading at the time of the Issue (if greater than the current meter reading in Vehicle Details, this value will be updated)

Delegation, Labels, & Overdue Settings

• Assigned To: Select one or more Contacts to assign the Issue to them for resolution (Reminder Notifications will be sent via email to these Contacts)
• Priority: The Issue's level of importance (see: Issue Priority)
• Labels: Labels are used to tag and identify Issues for additional reporting
• Due Date: Deadline for when the Issue should be resolved or closed
• Due Odometer/Secondary Meter: Meter reading for when the Issue should be resolved or closed

Custom Fields & Attachments

• Custom Fields are fields that have been created by your organization and may or may not be required.
• Attachments allows you to Comment or upload Photos and Documents.

4. When you're finished, tap Save in the top right.

Edit an Issue

On the Issues Index, tap an issue to view its Issue Details Page.

Tap Edit in the top right to make changes to the Issue.

You can make changes to the fields described in the Add a New Issue section above.

When you're finished, tap Save in the top right.

Resolve or Close an Issue

Once an Issue has been created, additional actions are required to Resolve or Close the Issue.

• Resolving an Issue is intended to signify that work was completed to fix the issue.
• Closing an Issue signifies that no work was done to complete the Issue, but the Issue is no longer considered "Open". Examples of this may include an Issue that was reported but can't be recreated (e.g., an odd noise) or a low-priority Issue that you want out of the Open inbox (e.g., a small dent).

To resolve or close an Issue:

1. On the Issue detail page, tap the Resolve button.

2. You'll be given options to Add to Service Entry, Add to Work Order, Resolve with Note, or Close Issue.

Option 1: Add to Service Entry

After selecting Add to Service Entry, you will be prompted to create a new Service Entry.

Complete the Service Details section, then scroll to Issues. Here, you will be able to select additional items from the Open Issues list for this Vehicle.

Tap Save in the top right, and the Issue status will automatically update to Resolved.

Option 2: Add to Work Order

As with the Service Entry option, after selecting Add to Work Order, you will be prompted to create a new Work Order.

Complete the Work Order Details section, then scroll to Issues. Here, you will be able to select additional items from the Open Issues list for this Vehicle.

Tap Save in the top right.

When the Work Order is set to a "completed type" status, the Issue status will automatically update to Resolved.

Option 3: Resolve with Note

After tapping Resolve with Note, you will have the opportunity to describe what work was performed to resolve the issue.

Tap Confirm in the top right, and the Issue status will automatically update to Resolved. The note you left will appear in the Resolution Details and will be added as a comment.

Option 4: Close Issue

An issue may be Closed if there is no work to be done or it is not necessary to track the Issue resolution.

After you select Close Issue, you will have the option to leave a note describing why the Issue was not Resolved. Once you've entered your reason, tap Save in the top right. The Issue status will automatically update to Closed.

Notifications

To receive push notifications about Issues, you must have Issue Notifications turned on in your Notification Settings.

On the Fleetio Go Home Screen, tap your Profile Menu in the top right, then tap Notifications.

Tap Issues, then the toggle to turn on Issue Notifications.

You can then choose whether to receive email or mobile notifications when Issues are created, assigned to you, commented on, resolved, or closed.