Roles KPIs

Roles, menus, screen aliases, and system menus

Roles KPIs

KPI chart boxes can be displayed on the Home screen.

KPIs can be used to provide status information, links to event screens and to generate key reports quickly.

The selections described below filter down which KPIs a user can see on their Home screen.

KPI Role Restrictions

Each KPI is configured to either be shown or hidden on the Roles / KPIs tab depending on the Roles / Details "Access Type".

Some KPIs, such as "Multiple Fills" and "Overfills" use very large datasets, so they are only shown to external roles (the dataset is limited to one Client or one Client Group).

Update KPI permissions by updating the kpi_id and show_flag fields as required.

User Settings

If you would like to further restrict the KPIs for particular users:

  • Go to Users / KPIs and uncheck the KPI's you would like to hide

If you would like to enable users to view KPIs for others:

  • Go to Users / Details KPI Access and update the "Other Users" and "Other Workgroups" check boxes to do this

  • This may suit a team leader position

Field Descriptions

Quotations Active - Shows the number of quotes at various statuses for the quote's Account Manager (or a selected Workgroup, or --All-- users). Internal users can click on a particular status to view a listing in the Quote / Search screen.

Contracts - Displays the number of contracts On Order and Due Off. Users can click through to view a listing of contracts in the Due Off Management or Order Management screen.

Events - Shows the number of Client, Driver, Contract, Quotes or Supplier events requiring follow-up. Each of these will navigate the user to the relevant Events screen for Internal users.

Quotations Accepted - Shows Quotes Created and Accepted and a Strike rate (Quotes Accepted / Quotes Created %). Internal users can click on a particular status to view the filtered results in the Quotes Search screen.

Contracts Activity - Shows Contracts Started and Ended and Total Active. When any data point clicked Internal users will be redirected to the Contract screen.

Quotations Accepted Per Driver - Shows the percentage of drivers accepting their quotes.

Inventory Split - Shows number of Active Contracts grouped by Contract Group at the start of each month for the past 12 months and Current (as at today). Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Due Off - Shows contracts Due to expire in next 6 months, grouped by Contract Group. Internal users can click on any data point to view a list in the Due Off Management screen. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Overfills - Shows how many times vehicles have been overfilled (actual litres purchased vs. tank capacity on Vehicle tab - If blank Variant fuel capacity is used instead), grouped by Contract Group and weekday over the past 30 days. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Multiple Fills - Shows how many times vehicles have purchased fuel more than once a day over the past 6 months, grouped by Contract Group. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Service Due - Shows vehicles due for a service in the next 6 months, grouped by Contract Group and month. Note: due in "0-1 months" includes contracts overdue for a service. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Service Overdue - Shows vehicles over due for a service, grouped by Contract Group and month. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Vehicles On Order - Shows vehicles on order grouped by Contract Group. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.

Save

Making changes here will alter the KPIs of all users with this role as well as setting the default KPIs for any future users. Do you still want to proceed? Click OK to confirm the changes. The alert is to remind you that the changes affect all users who have this role.

Screen Aliases

Selected system fields can be renamed by storing the preferred name in gb_screen_aliases table.

Bespoke fields can also be renamed. Visit Bespoke Screen Aliases for the set-up details.

System Fields

Selected system fields can be given an alternative name. The table below details the available fields.

Visit Field Names for the complete list, as some of the available fields have been configured using Global Controls.

Fleet / Administration / Suppliers

Field Name

Location

Module

Page

Sub Page

Field ID

ABN

Column One

fm

suppliers

detail

abn

Payee

Column Two

fm

suppliers

account

payee_id

Pay Method

Column Two

fm

suppliers

account

payment_method_id

Disclose Transactions

Column Two

fm

suppliers

account

disclose_transactions

Maintenance / Repair

Column Three

fm

suppliers

franchise_details

maintenance_repair

Glass Replacement

Column Three

fm

suppliers

franchise_details

glass_replacement

Courtesy Clean & Wash

Column Three

fm

suppliers

franchise_details

courtesy_clean_wash

Mobile Servicing

Column Three

fm

suppliers

franchise_details

mobile_servicing

Fleet / Controls / Maintenance

Field Name

Location

Module

Page

Sub Page

Field ID

Scheduled Service km

Column Two

fm

vmrs_codes

detail

scheduled_service_km

Capped Price Service

Column Two

fm

vmrs_codes

detail

capped_price_service

Fleet / Controls / Accounts

Field Name

Location

Module

Page

Sub Page

Field ID

1Link Export (Contract Types)

Column One

gl

maps

details

1link_export_flag

Packaged Car Profile

Column One

gl

maps

details

package_item_profile_car_id

1Link Export (Posting Classes)

Column One

gl

classes

details

1link_export_flag

Disclose Transactions

Column One

gl

classes

details

disclose_transactions

Employees / Item

Field Name

Location

Module

Page

Sub Page

Field ID

Car Details

Column One

sp

employees

item

car_details

Setup / Reference Data: gb_controls

Field Name

Category

Module

Page

Sub Page

Description

Passenger

QLD Stamp Duty Rates

gb

controls

psdratesqld

Dutiable Value <= $100,000 Light (GVM <= 4.5 tonnes)

Luxury

QLD Stamp Duty Rates

gb

controls

psdratesqld

Dutiable Value > $100,000 Light (GVM <= 4.5 tonnes)

Heavy

QLD Stamp Duty Rates

gb

controls

psdratesqld

Dutiable Value >= $0 Heavy (GVM > 4.5 tonnes)

Hybrid

QLD Stamp Duty Rates

gb

controls

psdratesqld

Hybrid

Small

QLD Stamp Duty Rates

gb

controls

psdratesqld

1-4 Cylinders or 2 Rotors

Medium

QLD Stamp Duty Rates

gb

controls

psdratesqld

5-6 Cylinders or 3 Rotors

Large

QLD Stamp Duty Rates

gb

controls

psdratesqld

7+ Cylinders or 4+ Rotors

System / Roles / Details

Field Name

Location

Module

Page

Sub Page

Field ID

Salary Packaged Contracts

Column Two

gb

roles

details

salary_packaged_contracts_flag

System Menus

Most roles have a unique set of menus they can access. The menu items each role can access is controlled by their entry in gb_role_restrictions using type = pagemap & restriction_type = bit_array.

Warning: Contact your Account Manager if you want changes to the menus available for a particular role. Please do not attempt changes to this area without assistance from your Account Manager.

Excluded Roles

The roles listed below are not updated using this feature. They either do not have access to the system or have a single programmed function outside of these menus. Adding a gb_role_restrictions entry for these roles will not affect their function.

  • Franchise

  • Password Reset

  • FBT Declaration

  • Web Services

List of Menu Items

This feature will allow you to add or remove any of the following Menu items from all roles (other than the excluded roles listed above).

Client-specific roles are not listed here.

The 'super' role menu items (used by Catch-e staff) are not listed here.

You will see only Redbook Data & Redbook Photos OR Glasses Data in your menu list, depending on your vehicle data source. Both are listed here for context.

  • Fleet / Administration / Contracts

  • Fleet / Administration / Approvals

  • Fleet / Administration / Quotes

  • Fleet / Administration / Bookings

  • Fleet / Administration / Clients

  • Fleet / Administration / Client Groups

  • Fleet / Administration / Drivers

  • Fleet / Administration / Suppliers

  • Fleet / Administration / Supplier Groups

  • Fleet / Administration / Events / Clients

  • Fleet / Administration / Events / Drivers

  • Fleet / Administration / Events / Contracts

  • Fleet / Administration / Events / Suppliers

  • Fleet / Administration / Events / Quotes

  • Fleet / Administration / Order Management

  • Fleet / Administration / Due Off Management

  • Fleet / Administration / Sale Management

  • Fleet / Administration / Reports

  • Fleet / Billing / Recharge / Standard

  • Fleet / Billing / Recharge / Fuel

  • Fleet / Billing / Periodic

  • Fleet / Billing / Initial

  • Fleet / Billing / Combined

  • Fleet / Billing / Re-print

  • Fleet / Payments / Periodic

  • Fleet / Receivables / Receipts

  • Fleet / Maintenance / Reg / CTP Renewals

  • Fleet / Card Services / Transactions

  • Fleet / Card Services / Cards

  • Fleet / Controls / Maintenance / VMRS Codes

  • Fleet / Controls / Maintenance / Work Codes

  • Fleet / Controls / Maintenance / Cause Codes

  • Fleet / Controls / Accounts / Contract Types

  • Fleet / Controls / Accounts / Posting Classes

  • Fleet / Controls / Interfaces / Card Services

  • Fleet / Import Data / Whole Table

  • Fleet / Import Data / Redbook Data

  • Fleet / Import Data / Redbook Photos

  • Fleet / Import Data / Glasses Data

  • Fleet / Import Data / Contributions

  • Fleet / Import Data / Quote Data

  • Fleet / Import Data / Seqoya

  • Fleet / Import Data / 1Link Approvals

  • Fleet / Import Data / Service Profiles

  • Fleet / Export Data / Whole Table

  • Fleet / Export Data / Report Data

  • Packaging / Employees

  • Accounts / General Ledger / GL Codes

  • Accounts / Export / MYOB / General Ledger

  • Accounts / Export / Realtime / General Ledger

  • Accounts / Export / Accpac / General Ledger

  • Accounts / Export / BECS / Reimbursements (ABA)

  • Accounts / Export / Xero / General Ledger

  • Accounts / Export / BPAY / Payments

  • Reporting / Standard Reports

  • Setup / Reference Data

  • Setup / Import / Export Files

  • System / Mail Queue

  • System / Report Queue

  • System / Scheduler

  • System / Users

  • System / Roles

  • System / Workgroups

  • System / Change Password

Clients: System Fields

Selected system fields can be given an alternative name. The table below details the available fields.

Visit Field Names for the complete list, as some of the available fields have been configured using Global Controls.

Fleet / Administration / Clients / Contact

Field Name

Location

Module

Page

Sub Page

Field ID

ABN

Left column

fm

clients

contact

abn

ACN

Left column

fm

clients

contact

acn

Fleet / Administration / Clients / MLA

Field Name

Location

Module

Page

Sub Page

Field ID

Due Date

Column One

fm

clients

mla

due_date

Facility Type

Column One

fm

clients

mla

facility_type

Credit Rating

Column One

fm

clients

mla

client_credit_ratings_id

Preferred Dealer Network

Column Three

fm

clients

mla

preferred_dealer_network

Spare 1

Column Three

fm

clients

mla

spare_1

Spare 2

Column Three

fm

clients

mla

spare_2

Spare 3

Column Three

fm

clients

mla

spare_3

Spare 4

Column Three

fm

clients

mla

spare_4

Spare 5

Column Three

fm

clients

mla

spare_5

Fleet / Administration / Clients / Packaging Defaults

Field Name

Location

Module

Page

Sub Page

Field ID

Taxable Sales

Column Two

fm

clients

packaging_defaults

taxable_sales

Processing State

Column Two

fm

clients

packaging_defaults

payrun_processing_state

Weekend Treatment

Column Two

fm

clients

packaging_defaults

payrun_weekend_treatment

Delivery Type

Column Two

fm

clients

packaging_defaults

report_delivery_type

Pay Run Reports

Column Two

fm

clients

packaging_defaults

payrun_reports

Fleet / Administration / Clients / Quote Defaults

Field Name

Location

Module

Page

Sub Page

Field ID

Pay Cycle

Left column

fm

clients

quote_defaults

payroll_cycle_id

Payroll Date

Left column

fm

clients

quote_defaults

payroll_date

Pay Cycle 2

Left column

fm

clients

quote_defaults

payroll_cycle_id2

Payroll Date 2

Left column

fm

clients

quote_defaults

payroll_date2

Pay Cycle 3

Left column

fm

clients

quote_defaults

payroll_cycle_id3

Payroll Date 3

Left column

fm

clients

quote_defaults

payroll_date3

Payroll Cut Off Days

Left column

fm

clients

quote_defaults

payroll_cutoff_days

Document Fee

Middle column

fm

clients

quote_defaults

document_fee_budgeted

Luxury Charge Event

Left column

fm

clients

quote_defaults

luxury_charge_event

Packaging Advice Fee

Left column

fm

clients

quote_defaults

packaging_advice_fee

Package Admin Fee

Left column

fm

clients

quote_defaults

package_admin_fee

Allow Operating FBT Type

Left column

fm

clients

quote_defaults

allow_operating_fbt_type_flag

Fleet / Administration / Clients / Contract Defaults

Field Name

Location

Module

Page

Sub Page

Field ID

Finance Budget Term Deferred

Billing Defaults

fm

clients

contract_defaults

finance_budget_term_deferred

Invoicing Preference

Other Defaults

fm

clients

contract_defaults

invoicing_preference

Purchase Order No

Other Defaults

fm

clients

contract_defaults

purchase_order_no

Recall Notice Note

Column Three

fm

clients

contract_defaults

recall_notice_note

Fleet / Administration / Clients / Contact Details

Field Name

Location

Module

Page

Sub Page

Field ID

Client Allocation

Left Column

fm

clients

contact_details

client_allocation

Contact Type Allocation

Left Column

fm

clients

contact_details

contact_type_allocation

Salutation

Left Column

fm

clients

contact_details

salutation

Given Name

Left Column

fm

clients

contact_details

given_name

Surname

Left Column

fm

clients

contact_details

surname

Job Title

Left Column

fm

clients

contact_details

job_title

Phone

Left Column

fm

clients

contact_details

phone

Mobile

Left Column

fm

clients

contact_details

mobile

Email

Left Column

fm

clients

contact_details

email

Interests / Comments

Left Column

fm

clients

contact_details

note

Address

Left Column

fm

clients

contact_details

address1

Suburb

Left Column

fm

clients

contact_details

area

Postcode

Left Column

fm

clients

contact_details

postcode

Country

Left Column

fm

clients

contact_details

country