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Fleetio introduced the concept of Labels to help users prioritize and categorize the work to be done on a vehicle. The most common use for Labels is to identify the area of the Vehicle receiving service and/or the priority of the service.
Labels may be added to Documents, Tools, Issues, Purchase Orders, Service Entries, Vehicles, Vendors, and Work Orders, and they are available as a Filter option in Reports.
Label Strategy
In order for Labels to be an effective management and reporting tool, they must be properly maintained by your organization. Create an internal process for the naming and application of Labels, then train all Fleetio Users on your processes to ensure there is consistency throughout the system.
IMPORTANT: Use Label strategy to avoid changing or deleting labels whenever possible. Review the Edit or Delete Labels section of this article to understand important consequences of Label changes.
View or Add Labels, View Label Usage
Go to your Account Menu and select Settings.
In the Settings sidebar, click Labels in the Organization section.
Here you can view all of your current Labels. You can filter the Labels list by Record Type (a) (Document, Tool, Issue, Purchase Order, Service Entry, Vehicle, Vendor, or Work Order). You can also click the links in the Usage column (b) to view records where the Label has been applied.
To create a new Label, click the + Add Label button (c), type the Label name into the text box, and click Save.
Edit, Delete, or Add a Color
Use Label strategy to avoid editing or deleting labels whenever possible, as there are important consequences to these actions.
Editing a Label will change the Label name for all current and future usage of the Label.
Deleting a Label will REMOVE the Label from ALL associated records, for ALL users. Fleetio will prompt to confirm this action.
To Edit or Delete a Label, click the More Actions Button at the end of the Label row.
If you'd like to add a color indicator for the specific label, select the color indicator from the drop-down. Then, click Save.
The label color indicator will then appear in various areas of the system where the label is visible. You can view an example below:
Label Usage by Record Type
View usage of existing Labels via Account Settings, as shown above.
Label application and options vary slightly between record types.
The Labels field in a new record offers a drop-down selection of existing Labels. Select one or multiple.
Account Owners and Administrators may also create new Labels right from these fields by typing the new value.
Examples:
Adding a Label to a New Vendor
Editing Labels on an Existing Vendor
On the Vendor Details Page:
- Click on a Label (a) to view all Vendors with that label.
- Click Edit Labels (b) to add or remove from the Label List (c), or Create New (d).
Label Filters and Columns
On an Index page (for any Record Type listed at the top of this page), click Filters to expand the right sidebar and apply a Labels filter.
Some Index pages will also include a quick filter for Labels.
Record Type Index pages will also allow you to add a Labels column to your data.
Click the Index Settings button and choose Manage Columns. Then use the checkbox to select Labels and click Apply Changes.
Reporting with Labels
The Reports section in Fleetio includes various reports to display data for each of the above record types. Click the Filter button to expand Filter options in the side panel, as shown for the Index pages above.
TIP: Learn more in Reports Overview.
