Activities menu
This topic describes the available options under the Activities menu. Activities represent the usage of Units.
Depending on your application permissions, you may not see all menu options listed in this section. For details, see your company’s system administrator. |
Accounting: Accounting
Field | Definition |
---|---|
Menu path |
Activities > Accounting > Accounting |
ASPX page name |
Accounting.aspx |
Page description |
Use this page to set up the accounting-related information within TMT Fleet Maintenance. Setup includes Chart of Accounts, Disbursements, and Structures. Activities include Export preview, and separate accounting transaction exports for Accounts Payable, Accounts Receivable, and General Ledger. |
Associated topic |
N/A |
Accounting: IES Accounting
Field | Definition |
---|---|
Menu path |
Activities > Accounting > IES Accounting |
ASPX page name |
IESAccounting.aspx |
Page description |
Use this page to export accounting-related information within Fleet Maintenance to the IES interface. The exports are separated as Accounts Payable, Accounts Receivable, and General Ledger. |
Associated topic |
N/A |
Contract Maintenance: CPI Definition
Field | Definition |
---|---|
Menu path |
Activities > Contract Maintenance> CPI Definition |
ASPX page name |
CpiDefinition.aspx |
Page description |
Used within the Contract Maintenance module, this page adjusts prices yearly based on the consumer price index you enter. |
Associated topic |
N/A |
Employee Dashboard: Edit Employee Information
Field | Definition |
---|---|
Menu path |
Activities > Employee Dashboard > Edit Employee Information |
ASPX page name |
EditEmployeeInfo.aspx |
Page description |
Use this page to edit employee master information for only the employee ID assigned to the user. Restrictions on field updates include Basic Detail except for name, username, and Payroll Detail fields. |
Associated topic |
N/A |
Interactive Workstation: Interactive Workstation
These settings apply only to V.2022.2.2 and earlier versions. As of V.2022.3, Interactive Workstation (IWS) was replaced with Trimble Technician Portal (TTP). The Activities > Interactive Workstation > Interactive Workstation menu option has been changed to Activities > Technician Portal > Technician Portal. |
Before V.2020.2, this option was found under Activities > Interactive Workstation.
Field | Definition |
---|---|
Menu path |
Activities > Interactive Workstation |
ASPX page name |
InteractiveWorkstation.aspx |
Page description |
Used to open the Interactive Workstation. It includes the Mechanic Workstation, Gate In, and Gate Out features, Yard Checks, and Inspections. |
Associated topic |
N/A |
Interactive Workstation: Daily Code Generator
These settings apply only to V.2022.2.2 and earlier versions. As of V.2022.3, Interactive Workstation (IWS) was replaced with Trimble Technician Portal (TTP). The Activities > Interactive Workstation > Daily Code Generator menu option has been changed to Activities > Technician Portal > Daily Code Generator. |
Before V.2020.2, this option was found under Activities > Daily Code Generator.
Field | Definition |
---|---|
Menu path |
Activities > Daily Code Generator |
ASPX page name |
DailyCodeGenerator.aspx |
Page description |
This page allows an authorized user to create a code allowing an employee to work before or after their assigned work shift. This requires Mechanic Workstation to enforce shift times. |
Associated topic |
N/A |
Payroll Approval
As of V.2019.2, this setting is no longer functional.
Field | Definition |
---|---|
Menu path |
Activities > Payroll > Payroll Approval |
ASPX page name |
PayrollListing.aspx |
Page description |
This page allows an authorized user to edit and approve time cards, and create an export file. |
Associated topic |
N/A |
Payroll: Production-Based Pay
Field | Definition |
---|---|
Menu path |
Activities > Payroll > Production-Based Pay |
ASPX page name |
ProductionBasedPay.aspx |
Page description |
Use this page to pay employees based on productivity rather than hours worked. This method requires that SRTs (Jobcodes) and tasks be set up for each repair that a shop can perform. |
Associated topic |
N/A |
Payroll: Time Card Editor
Field | Definition |
---|---|
Menu path |
Activities > Payroll > Time Card Editor |
ASPX page name |
TimeCardEditor.aspx |
Page description |
This page allows managers to edit time cards created by employees using Interactive Workstation (IWS). |
Associated topic |
N/A |
Payroll: View Payroll
Field | Definition |
---|---|
Menu path |
Activities > Payroll > View Payroll |
ASPX page name |
ViewPayroll.aspx |
Page description |
This page displays payroll time cards. |
Associated topic |
N/A |
Road Calls: Road Call
Field | Definition |
---|---|
Menu path |
Activities > Road Calls > Road Call |
ASPX page name |
ams-home.aspx#/road-calls/road-call-detail |
Page description |
Use this page to create a road call. |
Associated topic |
N/A |
Road Calls: Road Call
Field | Definition |
---|---|
Menu path |
Activities > Road Calls > Road Calls Listing |
ASPX page name |
ams-home.aspx#/road-calls/road-calls-listing |
Page description |
Use this page to view all road calls. |
Associated topic |
N/A |
Technician Portal: Daily Code Generator
As of V.2022.3, Interactive Workstation (IWS) was replaced with Trimble Technician Portal (TTP). |
Field | Definition |
---|---|
Menu path |
Activities > Technician Portal > Daily Code Generator |
ASPX page name |
DailyCodeGenerator.aspx |
Page description |
This page allows an authorized user to create a code that lets an employee work before or after their assigned work shift. |
Associated topic |
N/A |
Technician Portal: Technician Portal
As of V.2022.3, Interactive Workstation (IWS) was replaced with Trimble Technician Portal (TTP). |
Field | Definition |
---|---|
Menu path |
Activities > Technician Portal > Technician Portal |
ASPX page name |
TechnicianPortal.aspx |
Page description |
Used to open the Trimble Technician Portal (TTP). |
Associated topic |
N/A |
Tires: Tire Configuration
Field | Definition |
---|---|
Menu path |
Activities > Tires > Tire Configuration |
ASPX page name |
TireConfiguration.aspx |
Page description |
Use this page to establish settings for use with the Tire Module. This is the mapping of the tire layout for a unit. |
Associated topic |
N/A |
Tires: Tire Review
Field | Definition |
---|---|
Menu path |
Activities > Tires > Tire Review |
ASPX page name |
TireReview.aspx |
Page description |
This page allows an authorized user to determine the action to be taken for tires removed from units. |
Associated topic |
N/A |
Units: Unit in Inventory
Before V.2020.2, this option was found under Activities > Unit in Inventory.
As of V.2022.3, this option is only available when the Production Based Pay module is installed. Note that the Production Based Pay module is no longer supported
Field | Definition |
---|---|
Menu path |
Activities > Units > Unit in Inventory |
ASPX page name |
UnitInInventory.aspx |
Page description |
Use this page to view the current stage of the unit’s life, from acquisition to removal from the fleet. |
Associated topic |
N/A |
Units: Clone Unit
Before V.2020.2, this option was found under Activities > Clone Unit.
Field | Definition |
---|---|
Menu path |
Activities > Activities Units > Clone Unit |
ASPX page name |
CloneUnit.aspx |
Page description |
Use this page to copy information from an existing unit to other existing units. |
Associated topic |
N/A |
Units: Fixed Cost
Before V.2020.2, this option was found under Activities > Fixed Cost.
Field | Definition |
---|---|
Menu path |
Activities > Activities Units > Fixed Cost |
ASPX page name |
FixedCost.aspx |
Page description |
Use this page to view the history on existing fixed costs, add units to existing fixed costs, edit existing fixed costs, and add new fixed costs for a unit or group of units. |
Associated topic |
N/A |
Units: Meter Readings
Before V.2020.2, this option was found under Activities > Meter Readings.
Field | Definition |
---|---|
Menu path |
Activities > Activities Units > Meter Readings |
ASPX page name |
MeterReadings.aspx |
Page description |
Use this page to update the meters for a unit for a specific day. |
Associated topic |
N/A |
Barcode Labels
Field | Definition |
---|---|
Menu path |
Activities > Barcode Labels |
ASPX page name |
BarcodeLabels.aspx |
Page description |
Use this page to print barcode labels for Parts, Bins, Units, Employees, Shops, and Custom labels. |
Associated topic |
N/A |
Batch Management
Field | Definition |
---|---|
Menu path |
Activities > Batch Management |
ASPX page name |
BatchManagement.aspx |
Page description |
Use this page to create batch IDs so that orders can be grouped together in batches by shop ID. The following orders can be entered in batches: Fuel Tickets, Indirect Charges, Invoices, Purchase Orders, Repair Orders, and Transfers. |
Associated topic |
N/A |
Document Viewer
For versions V.2022.2.2 and earlier. This option was removed in V.2022.3
Field | Definition |
---|---|
Menu path |
Activities > Document Viewer |
ASPX page name |
DocumentViewer.aspx |
Page description |
Use this page to search for documents by keywords for Invoices, Repair Orders, or Unit Numbers. |
Associated topic |
N/A |
Fuel Data Import
Field | Definition |
---|---|
Menu path |
Activities > Fuel Data Import |
ASPX page name |
FuelMeterFileImport.aspx |
Page description |
Allows the file specifications for a flat ASCII file to be set up so fuel and or meter information can be imported into TMT Fleet Maintenance. |
Associated topic |
N/A |
Job Code Allocation Update
Field | Definition |
---|---|
Menu path |
Activities > Job Code Allocation Update |
ASPX page name |
JobCodeAllocationUpdate.aspx |
Page description |
Use this page to allocate a percentage of a Jobcode’s time on repair order sections per mechanic when there are multiple mechanics assigned to the same jobcode. |
Associated topic |
N/A |
Parts Bid Price Update
As of V.2020.2, this setting has been moved to Inventory > Parts Bid Price Update.
Field | Definition |
---|---|
Menu path |
Inventory > Parts Bid Price Update |
ASPX page name |
PartsBidPriceUpdate.aspx |
Page description |
This page allows you to edit the bid information for the selected parts displayed. You can edit this information for all parts: Bid PO Number, Bid Date, Bid End Date, Bid Number, and Make Primary Vendor. |
Associated topic |
N/A |
Parts Price Update
As of V.2020.2, this setting has been moved to Inventory > Parts Price Update.
Field | Definition |
---|---|
Menu path |
Inventory > Parts Price Update |
ASPX page name |
Parts Price Update.aspx |
Page description |
If you are using the Invoice module, you use this page to markup part prices on the shop inventory master. |
Associated topic |
N/A |
Parts Reorder Point
As of V.2020.2, this setting has been moved to Inventory > Parts Reorder Point.
Field | Definition |
---|---|
Menu path |
Activities > Parts Reorder Point |
ASPX page name |
PartsReorderPoint.aspx |
Page description |
You use this page to search for parts to update the Trigger point, the Safety point, and the Vendor Target point. |
Associated topic |
N/A |
Parts Search By Shop
As of V.2020.2, this setting has been moved to Inventory > Parts Search By Shop.
Field | Definition |
---|---|
Menu path |
Activities > Parts Search By Shop |
ASPX page name |
PartsSearchByShop.aspx.aspx |
Page description |
Use this page to search for a part number across multiple shops. By selecting a part number from the parts catalog, the grid will fill with each shop that has that part, and how many they have on hand. |
Associated topic |
N/A |
Parts Workstation
Field | Definition |
---|---|
Menu path |
Activities > Parts Workstation |
ASPX page name |
PartsWorkstation.aspx |
Page description |
Used to open the Parts Workstation module. The Parts Workstation improves productivity by streamlining the parts request, and fulfillment process in the shop. The Parts Workstation eliminates needless idle time by allowing parts to be requested, and the orders to be filled without the mechanic ever going to the parts counter. |
Associated topic |
N/A |
PO Approval
For versions V.2019.1 and earlier. As of V.2019.2, this function moved to the PO pages.
Field | Definition |
---|---|
Menu path |
Activities > PO Approval |
ASPX page name |
POListing.aspx |
Page description |
Use this page to view Purchase Orders that need to be approved. You must set up approval levels, and assign them to users before using this process. |
Associated topic |
N/A |
PO Invoice Matching
For versions V.2019.1 and earlier. As of V.2019.2, this function moved to the PO pages.
Field | Definition |
---|---|
Menu path |
Activities > PO Invoice Matching |
ASPX page name |
POInvoiceMatching.aspx |
Page description |
Use this page to view all received and complete purchase orders by shop, vendor, purchase order type, and/or date range. You can add an invoice, update the invoice amount paid, close receipts, or view the audit trail for the purchase order. |
Associated topic |
N/A |
RO Approval
For versions V.2019.1 and earlier. This page was removed in V.2019.3.
Field | Definition |
---|---|
Menu path |
Activities > RO Approval |
ASPX page name |
ApprovalListing.aspx |
Page description |
This page displays repair orders that need to be approved. This menu option is for those that have activated the repair order approval process. |
Associated topic |
N/A |
Shop Planner
Field | Definition |
---|---|
Menu path |
Activities > Shop Planner |
ASPX page name |
ShopPlanner.aspx |
Page description |
The Shop Planner page is a service writer tool. It simplifies the organization and tracking of the daily workload in the shop. With the ability to coordinate and track employees, active repair orders and the maintenance plans for equipment, the Shop Planner replaces the white board, eliminating paper in the planning and scheduling process. |
Associated topic |
N/A |
Shop Scheduler
Field | Definition |
---|---|
Menu path |
Activities > Shop Scheduler |
ASPX page name |
ShopScheduler.aspx |
Page description |
The Shop Scheduler page is a service writer tool that simplifies the organization and tracking of the daily workload in the shop. With the ability to coordinate the bays within a shop for active repair orders, the Shop Scheduler will replace the white board, eliminate paper in the planning, and scheduling process. |
Associated topic |
N/A |