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Fleetscape Online User Manual Policy
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1. BUSINESS GROUP STRUCTURE Whole of Government Cluster Department Queensland Health Region 6165 North Queensland District Mackay District 00081020 00081030 00081040 00081070 Client Codes Client Cost Centres 0310 8705 Current Business Groups are already listed in the system and you will be able to select a Business Group relevant to your agency from a Drop Down menu e Operating Environment This is the operating environment where the vehicle is going to be used You will be required to select one or more from the following operating environments e Metro city and major business centre metropolitan area e Regional country districts outside major centres e Remote isolated locations generally requiring off road operating capability e Duty Describes the purpose a vehicle will be used e g Administration Pool Operational Pool SES etc You are now ready to set up policy based vehicle selection rules for your agency The next section will guide you through creating a new Policy 26 November 2009 Uncontrolled when printed Page 4 of 25 Create a New Policy Content In this section you will create a new policy Click Policies on the task manager bar then click New and the following screen will be displayed Queensland Show Menu Home Contact u Government QFlee whole of government Fleetscape fleet management Create a new Policy Use this applicatio
2. Fleetscape Vehicle Classification Includes Vehicle Segment Includes Body Type Includes Number of Doors Includes Seating Capacity Includes Fuel Type Includes Fuel Consumption Not Exceeding Itr 1 00km Engine Size Exceeding CO Emissions gkm Exceeding Greenhouse Rating Equal to or Greater than Mandatory entry O 1 Saved Passenger Ho Features Exist Please Add Ho Features Exist Please Add O 1 Saved 4 Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add 3 1 Saved 4 Ho Features Exist Please Add No Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add O 1 Saved 05 26 November 2009 Uncontrolled when printed x x e e 5 e a e e e Show Menu Home Contact u QFlee whole of government fleet management e e colle e a e e e e e e p rol ella Page 10 of 25 Note Greenhouse Rating is a mandatory inclusion When finished click on the Step 3 tab or Next button to proceed to Step 3 Step 3 in the next section will guide you through Option Selection Rules Step 3 Option Selection Rules Content In this section you will be selecting options accessories that you want to apply to a policy Queensland Show Menu Home Contact us Government QFleet whole of government Fleetsca pe fleet management Edit Policy Use this application to amend the sel
3. HONDA ACCORD EURO LUX NAV 2 4 Auto SEDAN 4Drs Petrol Sedan Automatic e To view vehicle comparisons click on the _ box at the left of vehicle description you wish to Brakes front Brakes front description Brakes rear Brakes rear description Safety side door anti intrusion beams Seat belts pretensioner driver type Brakes engine exhaust brake ventilated discs discs N A compare e Click on the Compare Vehicles button e Click on the Close button to return to the matching Vehicles screen e Refine the Matching Vehicles list by entering details in Make Model Body Type Segment Drive cylinders CO2 Seats Status and Included from using drop down menus and selecting from the lists e Click on the Filter Matching Vehicles button and only the defined vehicles will be listed e Click on the Clear Filter button to clear your criteria selections e Click on the Select All button to tick all boxes All vehicles will be available e Click on the De Select All button to untick all boxes All vehicles will be unavailable Note You can also individually tick or untick single vehicles e Click on Next or Back button or Brakes auto descent control Audible warning overspeed type Audible warning seat belt on Cruise control stalk mounted switches type Cruise control steering wheel switches type Park distance control rear type Brakes parking brake operation automatic skid r
4. Sand Salt Towing Loads Exposure L j Required Capability Passenger Number 4 Load Carriage kg Towing Capability kg Typical Operating Trip Operating Radius km lt Less than 100 KM Click on Save Next or Step 5 Tab to automatically save your entries Matching vehicles will be displayed and you can now proceed to Step 5 26 November 2009 Uncontrolled when printed Page 16 of 25 Step 5 Matching Vehicles Content This section will enable you to view the matching vehicles Queensland Show Menu Home Contact u i Government QFlee whole of government Fleetsca pe fleet management Edit Policy Use this application to amend the selected policy d bervice Delivery Description Pool P Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA 7 Effective Date 21 October 2009 Expiry Date 31 December 2009 Step 5 Matching Vehicles E NU T DENM LER LEE EN P RE The Matching Vehicle list shows all vehicles that meet the rules and the options accessories you have defined in Vehicle Selection Rules and Option Rules The Matching Vehicles also reflects the vehicles that are available for lease from QFleet The following screen will be displayed Queensland Show Menu Home Contact u Government QFlee whole of government Fleetscape fleet management Edit Policy Use this applica
5. S Fleet Fleetscape Online User Manual Policy 26 November 2009 Uncontrolled when printed Page 1 of 25 Table of Contents PONCE e HMM 3 Create a NEW PONG T 5 Step 1 Service Delivery Descriptions sss 6 step 2 Vehicle Selection hUles iue arre Eres iva uo SR 8 Step o Oplion Selection HUS scie ai Deo ae eo UN ve aud 11 Step 4 Vehicle Duty Statements isitadi ineat e iiaa 13 Step 5 Matching Vehicles pade sss 17 Seal Chi EX SUNG P OllGIes us N SN SEED 19 EAr PONCIO S MURDER E RE M 22 EXPE ONC MERERETUR RC 24 26 November 2009 Uncontrolled when printed Page 2 of 25 Policy Overview Whole of Government Departmental and individual agency policy is embedded into the Fleetscape system to enable informed decision making This ensures that the vehicles selected meet your service delivery requirements and provides outputs of compliant vehicles to select Policy has a parent to child relationship in Fleetscape with whole of Government policy flows down to agency policy which in turn flows down the agency structure Whole of Government policies are automatically embedded in Fleetscape and are inherited by all agencies Example
6. all fields are not completed when you proceed you will receive a message prompting you to complete the required fields before you can continue An example of the message prompt Is below Microsoft Internet Explorer Service Delivery Description is a required Field Business Group is a required Field Please choose one ar more Operating Environments Effective From is a required Field Expiry Date is a required Field 26 November 2009 Uncontrolled when printed Page 7 of 25 You have now completed Step 1 of creating a new policy and can proceed through the next steps to apply Vehicle Selection Rules and Option Rules to the policy Step 2 in the next section will guide you through Vehicle Selection Rules Step 2 Vehicle Selection Rules Content In this section you will choose the Vehicle Selection Rules to determine the attributes and vehicle configuration s required to meet the duty that a vehicle will perform whole of government Fleetscape fleet management Edit Policy Use this application to amend the selected policy Bervice Delivery Description Pool Business Group GICTCORRAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 71 October 2003 Expiry Date 31 December 2009 Step 2 Vehicle Selection Rules Vehicle Selection Rules are set in accordance with whole of Government policy Departmental policy and individual agency policy Selections will limit
7. for SES policy agencies will inherit these rules and do not need to create their own SES policy Policies are set up in Fleetscape by the Agencies Policy Managers and are converted into business rules which reflect the services delivered by the agency and the agency s organisational structure Online Ordering Officers will only see those vehicles available for lease from QFleet that comply with their agency s policy as defined in the business rules Content This section of the User manual will guide the Policy Manager through e Creating a New Policy through the following steps Step 1 Service Delivery Descriptions Step 2 Vehicle Selection Rules Step 3 Option Selection Rules Step 4 Vehicle Duty Statements Step 5 Matching Vehicles Search function Edit function Expired policy Policy rules contain the appropriate compliant vehicle selection rules and option accessory selection rules Each policy will consist of e Service Delivery Description A name selected by your agency that should reflect the service delivery that vehicles will perform e Business Group The structure of Business Groups is designed to reflect your agency s operational structure For example G C5 HLTH NQ identifies that NQ is a region in Queensland Health and is part of Portfolio 5 within Queensland Government The diagram below illustrates the hierarchy of a Business Group Structure 26 November 2009 Uncontrolled when printed Page 3 of 25
8. next section of the manual is Online Ordering 26 November 2009 Uncontrolled when printed Page 25 of 25
9. the matching vehicles that will be available in the online ordering module When you set up vehicle selection rules it is important that you also consider e Fit for purpose Whole of life costs Fleet mix Compliance with Government policies Vehicle selection rules are supported by a Vehicle Duty Statement refer to Step 4 and reflect the service delivery requirements operating environment and vehicle option requirements refer to Step 3 Defined selection rules will provide a list of matching vehicle s that are available for lease from QFleet refer to Step 5 The following screen will be displayed for Step 2 26 November 2009 Uncontrolled when printed Page 8 of 25 Show Menu Home Contact u Government QFlee Fleetscape whole of government fleet management Edit Policy Use this application to amend the selected policy Service Delivery Description Pool Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 21 October 2009 Expiry Date 31 December 2009 Step 2 Vehicle Selection Rules Back Return To Search These rules determine the appropriate vehicle configuration s to meet the duty required Vehicle Classification Includes Includes Includes Includes Seating Capacity Includes Fuel Type Includes Not Exceeding Itr 1 00km Cylinders Includes Engine Size Not Exceeding Includes Includes Mot Exceeding Equal to or Greater t
10. through the Search function Search Existing Policies Content In this section you will be able to search and view existing policies Return to the initial Fleetscape screen below Queensland Government Fleetscape Open Alb Close All Logged in as barryp logout My Account My Tasks 10 Workflow Management Business Activity Monitor System Admin FBT Reporting Manager Reporting a Out of Office Assistant Model Management Policies Vehicle Selection User Management Vehicle Returns Betasphere FBT Pooling Global Driver Store About Fleetscape EE E EE E EH FE EE EE E Hide Menu Home Contact u QFlee whole of government Fleetscape News Driver Safety Information Page Service Delivery and Performance Review Commission s SDPC Review of OFleet OFleet ClimateSmart Action Plan 2007 to 2010 OFleet news Client bulletins Vehicle Model Updates SES SMO and CEO Vehicle Policy Fleet management guidelines Fleetscape Vehicle Selection user manual Fleetscape FBT user manual Fleetscape system information Archived information Click on Policies and the Search on the task manager bar The following screen will be displayed 26 November 2009 Uncontrolled when printed fleet management Recently Added Documents Procurement strategy vehicles OFleet vehicle order lead time change CBD Seminar Fleet Management Consolidated Invoices Presentation Chan
11. 2009 Uncontrolled when printed Page 11 of 25 Adding Option Rules Click on the drop down menu in the Group field and select an option from the list If there are sub options for an option you will be required to select a specific sub option in the Option field For example if you select Mud Flaps at the Group level you may be required to define this further by selecting Front Mud Flaps or Front Rear Mud Flaps If an option is to be Mandatory in your policy click on the Status drop down menu and select Mandatory If you want to make an accessory Not Available for selection click on the Status drop down menu and select Not Available Note Every other vehicle option will be listed on the Online Ordering Module and will be available for selection Click on the Add Options tab Complete these steps to add further options All options will appear on the screen in order of selection Option Selection Rules that have been nominated as Mandatory or Not Available in the highest business group policy will flow down to all business groups under that top level For example if air conditioning is selected as Mandatory in the highest business group policy all policies below will show that air conditioning is mandatory and that it has been inherited from the higher policy When options are selected and added they will appear on the screen An example appears below Queensland Show Menu Home Contact u Government QFlee whole of gove
12. AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 21 October 2009 Expiry Date 31 December 2009 Step 1 Service Delivery Description Enter a Service Delivery Description which reflects the vehicles use within this policy ervice Delivery Description Pool Applied to Business Group AAA AAA AAA AAA AAA AAA AAA A A A AA ARAL AAA AAA AAR AAA AA AAA A AA AAA A AA GICTICORRIAAAAAASASAAASA AAA DADA AAA AAA A A AAA AAA AAA AA AAA AAA AAA AAA Applied to Operating Environment s Metro ACTIVE Created by barryp 26 November 2009 Uncontrolled when printed Page 21 of 25 To view full policy details click on each of the 5 Step tabs across the top of the screen You have now completed the search policy function The next section will guide you through the Edit Policy function Edit Policies Content In this section you will be able to edit existing policies Return to the policy search screen displayed below Queensland Show Menu Home Contact Government whole of government Fleetsca pe fleet management Policy Search To view existing policies select one or more search options Service Delivery Description tatu v Business Group GIC1ICORRIAAAAAAAAAAAAAAE M Operating Environment i uty 7 Effective Date f Expiry Date Search results vs and c as if toto antt N a S at A amo adt Kf nm pM E o aedi 8 us Click on the Search button to
13. Environment e City major business centre metropolitan area e Regional country districts outside major centres e Remote isolated locations generally requiring off road operating capability Terrain Estimate using percentages how much time the vehicle is expected to operate in each of the stated terrains e g if a vehicle is expected to operate on sealed roads for 8096 of its time then enter 80 against sealed roads Must add up to 10096 Definitions of each Terrain e Sealed Roads For example any bitumen or concrete surface free of loose materials e Unsealed Formed Roads Graded and compacted gravel or dirt surfaces e Off Road Meaning that there has been no surface preparation for vehicle use Predominant Adverse Climatic Conditions Estimate using percentages how much time the vehicle is expected to operate in each of the climatic conditions e g if a vehicle is expected to operate in Dry Dusty Arid conditions for 8096 of its time then enter 80 against Dry Dusty Arid This need not add up to 10096 Definitions of each Climatic Condition e Dry Dusty Arid Climates that may result in particle dust in contact with vehicle body and entering working parts of the vehicle e Seasonal Wet River Crossing Climates that may result in water entering working parts of the vehicle e Coastal Sand Salt Exposure Climates that may result in substances with eroding effects such as salt attacking ext
14. and proceed to edit relevant fields To edit Vehicle Duty Statement click on Step 4 tab and proceed to edit relevant fields To edit Matching Vehicles click on Step 5 tab and proceed to edit relevant fields You have now completed the edit policy function The next section will guide you through the Expire Policy function Expired Policy Content This section will provide information on expired policies Expired policies are to remain as EXPIRED and New Policies are to be created This will ensure there is an auditable trail on the creation and amendments to all policies Return to Step 1 in Policy selection see screen displayed below Queensland Show Menu Home Contact u Government QFlee whole of government Fleetsca pe fleet management Edit Policy Use this application to amend the selected policy Service Delivery Description Passenger Vehicle Policy Rocky morning session class Business Group G C1 CORR CUS CAPR Effective Date 21 March 2007 Expiry Date 22 March 2007 Warning This policy has expired Modifications to this policy may result in changes to other existing policies that have not expired Step 1 Service Delivery Description Enter a Service Delivery Description which reflects the vehicles use within this policy Eau Misa eine ite Passenger vehicle Policy Rocky morning session class ROR RCM G CT ICORRUCUS CAPR GIC1ICORRICUS CAPRA Applied to Operating Environment s Metro reated by Warning m
15. display all policies relevant to your access level You can also search for a single policy by entering the search criteria in an individual field or selecting the criteria from drop down menus The Clear button can be used to clear all fields so information can be re entered The search results will appear as displayed in the following screen 26 November 2009 Uncontrolled when printed Page 22 of 25 Queensland Government Fleetscape Show Menu Home Contact u QFlee whole of government fleet management 3 Policy Search To view existing policies select one or more search options Service Delivery Description Status Business Group Operating Environment uty Effective Date Expiry Date Search results Service Delivery Description Stati s Business Group T Pool Pool Clear v GICAICORRIAAAAAAAAAAAAAA V v Click to edit 2 s olic 3 A policy m RS A i p Business Group Name ACTIVE GICTICORR AAA AAA AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA ARAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA AA AAA AA AAA ACTIVE G C1 CORR A A AA 4 444 4444455555555 1 A A A AAA AA AA AA AAAAAAAAAAAAAAA AR AR ARARAARAARAAAAAAAAA2 50 5 55 A A A AAA AAA 2 items found displaying all items 1 lt To edit a policy click on the Service Delivery Description name The following screen will be displayed Queensland Government Fleetscape Sh
16. ear by clicking onacolumn title See the following screen 26 November 2009 Uncontrolled when printed Page 20 of 25 You can hide the policy criteria fields on the screen to display a full screen of search results see the following screen Queensland Shaw Menu Home Cantact u Government QFlee whole of government Fleetsca pe fleet management olicy Search To view existing policies select one or more search options Click here to hide Policy f Search area Service Delivery Description n GICUICORRIAAAAAAAAAAAAAA v o NM Expiry Date AM Click on th column f title name to list in asending or 77 desending order Pool ACTIVE GICLICORRUAAB AAA AA AAAABAAAAARAALARARALLARARALARAAAARADARAAAADARAAA AALAAARARADARAAAADADAAADAAAAAALAAAAAAAADAA Pool ACTIVE GICTICORRIAAB A A 4 8 82 ALAA AAA AAA BA AAAS ADA ADS AMADA ASAD DADA AAO A ALAA AZAAAAAASABABAAAADAAAAADAASAARADLAAAAAAAADAR 2 items found displaying all tems 1 0 To view details for a policy click on the Service Delivery Description name The following screen will be displayed Queensland Show Menu Home Contact u Government QFlee whole of government Fleetscape fleet management Edit Policy Use this application to amend the selected policy Service Delivery Description Pool Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAA
17. ected policy s pervice Delivery Description Pool Business Group G CT CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA ffective Date 21 October 2009 xpiry Date 31 December 2009 Step 3 Option Rules The Option Rules identify the vehicle options that complete a vehicle configuration Option selection is limited to those options supporting the matching vehicle type s Selection tabs will require you to select Mandatory automatically included in each vehicle quote when online ordering or Not Available the addition of these accessories will require policy exception authorisation All other accessories will be available for selection in online ordering In Step 3 the following screen will be displayed Queensland Show Menu Home Contact u Government QFlee whole of government Fleetsca pe fleet management Edit Policy Use this application to amend the selected policy Service Delivery Description Pool Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 21 October 2009 Expiry Date 31 December 2009 Step 3 Option Rules These rules identify the vehicle accessories that complete the vehicle configuration 30 Litres Fuel per Contract ABS Accessory Power Outlet Air Conditioning Alarm Alloy Wheels Bluetooth Body Colour Metallic Body Colour Solid Black Add Options TT NNI No Options Exist Please Add 26 November
18. eduction Crash test standard Crash test rating driver Crash test rating front passenger Crash test rating pedestrian protection ABS Brakes anti lock ABS Alarm Security alarm Brake Assist Brakes brake assist system BAS Driver Airbag Airbags driver Electronic Brake Force Distribution Brakes electronic brake distribution system EBD Foglights Lights front fog lights Front Parking Sensor Park distance control front Passenger Airbag Airbags front passenger Reverse Parking Sensor Park distance control Seat Belts Seat belts front pretensioners Side Airbags Airbags front side thorax Airbags rear side thorax Side Bars Airbags front head side curtain Airbags rear head side curtain Spare Wheel Spare Tyre amp Rim Traction Control Electronic traction control Traction control Vehicle Stability Control Electronic Stability Control e Click on Return to Search button and click on New to create another policy 26 November 2009 Uncontrolled when printed Page 18 of 25 The vehicles will be shown as Available and a tick will appear in the box on the right hand side If you determine that a vehicle is NOT available for selection by your Vehicle Ordering Officer you can click on the Select button to clear the box A blank box means that QFleet will have the vehicle available for lease but your agency s policy has determined that you cannot lease that particular vehicle The next section will guide you
19. erior body and entering working parts of the vehicle Primary Duty Estimate using percentages how much time the vehicle is expected to be performing each of the primary duties e g if a vehicle is expected to carry passengers for 80 of its time then enter 80 against Passenger Carriage This need not add up to 100 Definitions of each Primary Duty e Passenger Carriage The transport of humans with no excessive cargo e Load Goods Carriage The transport of goods using the main body of the vehicle e g roof rack or boot space not the use of exterior bodies such as trailer e Towing Loads The transport of goods using an external body of the vehicle e g a trailer Required Capability Provide indications of the required capability of the vehicle Definitions of each Capability e Passenger Number Enter maximum number of passengers the vehicle will be required to carry e Load Carriage Enter maximum load carriage in kilograms e Towing Capability Enter maximum towing capability in kilograms Typical Operating Trip Provide indications of the distance of a typical operating trip expected of the vehicle Choose from e Less than 100km e Less than 250km e Less than 500km e More than 500km 26 November 2009 Uncontrolled when printed Page 15 of 25 You can now further define your rules by completing the Vehicle Duty Statement You do not have to make a selection in every section only defi
20. essage pplied to Duty ies Admin Passenger Effect From 21 03 2007 zm Your policy status will change to EXPIRED as soon as the Expires On date is reached A warning message will also appear on the screen stating This policy has expired Modifications to this policy may result in changes to other existing policies that have not expired If you attempt to replace a vehicle or obtain a quote for an additional vehicle where a policy has Expired Fleetscape will revert upward to a Parent policy in the hierarchy of policies 26 November 2009 Uncontrolled when printed Page 24 of 25 For example if the DIR Corporate Passenger policy attached to Business Group G C2 DIR CORP has expired quotes for vehicles attached to that policy will revert to the Parent policy which is DIR Fleet Policy attached to Business Group G C2 DIR You have now completed the expired policy section Conclusion You have completed the policy based section discussing Service Delivery Descriptions Operating Environments Vehicle Selection Rules Option Selection Rules Vehicle Duty Statements Your agency policy rules are now embedded in the system The policy based vehicle selection rules have set the parameters for the online ordering process supporting replacement and additional vehicle ordering Vehicles ordered for lease outside of these parameters will be exceptions and will require authorisation from delegated officers The
21. ges to Vehicle Lease Terms OFleet Vehicle Return letter OFleet vehicle delivery changes Useful Links GVG Greenhouse Ratings Checking a OFleet Quote RACQ CARRS Q Mount Cotton Training Services Page 19 of 25 GB hein Show Menu Home Contact u Government QFlee whole of government Fleetscape fleet management Policy Search To view existing policies select one or more search options Service Delivery Description Click on the Search button and all policies relevant to your access level will be displayed You can also search for a single policy by entering the search criteria in an individual field or selecting the criteria from the drop down menus The Clear button can be used to clear all fields so information can be re entered The search results will appear as displayed in the following screen Queensland Show Menu Home Contact u Government QFlee whole of government Fleetsca pe fleet management v Search results Service a Business Group Business Group Name ACTIVE GICTICORR AA AA AAA AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Pool ACTIVE GICT ICORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA ARAAAAAAAAAAAA AA AAA DS SBD DD BB AAA AAA AAA AAA 2 items found displaying all items Am 0 You can change the order ascending or descending the results will app
22. han Vehicle Segment Number of Doors Fuel Consumption CO Emissions g km Greenhouse Rating Mandatory entry Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add No Features Exist Please Add Ho Features Exist Please Add Back Return To Search el gb p e e e e e e e e e e a a e e a e e The following steps will guide you through completion of Step 2 Vehicle Selection Rules Select vehicle selection rules by clicking on the Add button to the right of each field A pop up menu will display available selections see below screen Note This pop up menu will remain at the top of the screen even as you move further down adding rules Click on the required selection you can select more than one by holding down the Control button Click Save and your selection s will appear under each field heading Repeat this step to add further rules You don t have to select rules from every category only select what is appropriate for the relevant policy 26 November 2009 Uncontrolled when printed Page 9 of 25 ea Government Fleetscape These rules determine the appropriate vehicle configuration s to meet the duty req
23. hicle selection Queensland Show Menu Home Contact Government whole of government Fleetsca pe fleet management Edit Policy Use this application to amend the selected policy Bervice Delivery Description Pool Business Group Effective Date 21 October 2009 Expiry Date 31 December 2009 f Step 4 Vehicle Duty Statement m P O 0 2 2 prt aufm ue NM a 43 The Vehicle Duty Statement reflects the main service delivery the vehicles will 8 perform For example an Administrative Vehicle would likely to be used in a city J and you would expect it to be driven on sealed roads for 100 of its use Completed Vehicle Duty Statements will be available for viewing by staff ordering vehicles through the Vehicle Online Ordering module The following screen will display and you can complete the appropriate fields of the Vehicle Duty Statement 26 November 2009 Uncontrolled when printed Page 13 of 25 Show Menu Home Contact u Queensland Government Fleetscape Edit Policy Use this application to amend the selected policy whole of government fleet management Service Delivery Description Pool G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA 21 October 2009 Step 4 Vehicle Duty Statement 31 December 2009 he Vehicle Duty Statement is a tool used to substantiate Vehicle Selection Rules laid down in th
24. is system Please proceed to describe the operating environment that you would expect the vehicle o operate in Hover over individual titles for a short explanation of terms used and on further guidance on completing this form Business Group Effective Date Expiry Date Operating Environment must add up to 100 Terrain must add up to 100 Sealed Roads Remote Unsealed Formed Roads A Primary Duty Passenger Carriage Predominant Adverse Climatic Conditions Dry Dusty Arid Seasonal Wet River Crossing L Coastal Sand Salt Exposure L Required Capability Passenger Number Load Carriage kg Towing Capability kg Load Goods Carriage Towing Loads Typical Operating Trip Operating Radius km lt f Please select Comments 26 November 2009 Uncontrolled when printed Page 14 of 25 Important Please read the following information Hover the curser over the black bolded headings e g Operating Environment to view the following information which will provide you with definitions Operating Environment Estimate using percentages how much time the vehicle is expected to operate in each of the stated environments e g if a vehicle is expected to operate in a city environment for 809 of its time then enter 80 against City Must add up to 10096 Definitions of Operating
25. m the calendar e The status field will appear as Inactive until the actual With Effect From date arrives then the status will change to Active 35 The last two fields will automatically populate with the date the policy was Created On and who the policy was Created By This creates an audit trail for Policy Managers When you have entered all the above fields the screen displays 26 November 2009 Uncontrolled when printed Page 6 of 25 S Shaw Menu Hame Contact u Government QFlee whole of government Fleetscape fleet management Create a new Policy Use this application to create a new policy Step 1 Service Delivery Description Enter a Service Delivery Description which reflects the vehicles use within this policy Applied to Business Group CIC CORRAL AAA AAA AA AAA AAA v i pplied to Operating Remote Department of Corrective Services Environment s Metro Department of Corrective Services Regional Department of Corrective Services Applied to Dutyties ZAD Commercial 3 40 Commercial 1 AAD Commercial 2 40 Commercial 3 HAD Commercial 4 AAD Commercial 5 Admin Commercial Admin Commercial 1 Admin Commercial 2 e Effect From 21402009 Cre res On INACTIVE Click on Save button and the screen will save or Click on the Next button and screen will automatically save and go to Step 2 Or click on the Step 2 Vehicle Selection Rules tab which will automatically save and go to Step 2 If
26. n to create a new policy Step 1 Service Delivery Description Enter a Service Delivery Description which reflects the vehicles use within this policy Service Delivery Description Applied to Business Group Applied to Operating Environment s Applied to Duty ies ZAD Commercial 3 44D Commercial 1 44D Commercial 2 44D Commercial 3 4 Commercial 4 4D Commercial 5 Admin Admin Commercial Admin Commercial 1 Admin Commercial 2 Effect From Bares 26 November 2009 Uncontrolled when printed Page 5 of 25 Step 1 Service Delivery Description The first step is to determine a Service Delivery Description A Service Delivery Description is a name that you allocate to reflect the service delivery that vehicles will perform in a specific area For example you may set up a policy specific to North Region and the Service Delivery Description name could be North Region or whatever you feel is appropriate for your agency You can set up as many Service Delivery Descriptions as required However this should be done with QFleet assistance 0 Fleetscape Tab Headings at the top of the screens will also guide you through the 0 policy process They are ordered from Step 1 to Step 5 The step number and name will be displayed in dark blue to indicate which section you are working on See screen below whole of government Fleetscape fleet management Create a new Policy Use this application
27. ne what is relevant to the Service Delivery Description and relevant to your policies Click in the appropriate field and type in the relevant information and or percentages as described above percentage fields must total 100 For example Operating Environment City 95 Regional 5 Repeat until you have completed your required fields The screen will show the completed Vehicle Duty Statement See example below Queensland Show Menu Home Contact u Government QFlee whole of government Fleetsca pe fleet management Edit Policy Use this application to amend the selected policy Service Delivery Description Pool Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 21 October 2009 Step 4 Vehicle Duty Statement Expiry Date 31 December 2009 he Vehicle Duty Statement is a tool used to substantiate Vehicle Selection Rules laid down in this system Please proceed to describe the operating environment that you would expect the vehicle o operate in Hover over individual titles for a short explanation of terms used and on further guidance on completing this form Operating Environment must add up to 100 Terrain must add up to 100 Sealed Roads 95 80 Regional 20 Unsealed Formed Roads Predominant Adverse Climatic Conditions Primary Duty Dry Dusty Arid Passenger Carriage Seasonal Wet River Load Goods Carriage Crossing L Coastal
28. ow Menu Home Contact u QFlee whole of government fleet management Edit Policy Use this application to amend the selected policy Service Delivery Description Business Group Effective Date Expiry Date Pool G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA 21 October 2009 31 December 2009 Step 1 Service Delivery Description cc Back Enter a Service Delivery Description which reflects the vehicles use within this policy Pool Applied to Business Group AAA AAA AAA AAA AAA AAA AAA ALANA AAA A A AA AAA A AA AAA A A AAA AAA AAAAA A GIC1 CORR AA A555 A A AA AA AA AAA Service Delivery Description Applied to Operating MIO Applied to Duty ies Effect From Admin 21 10 2009 Expires On 3412 2009 ACTIVE 20 10 2009 barryp You are now in Step 1 of the 5 step tabs across the top of the screen You can edit details in any or all of these sections To edit Service Delivery Description selections in Step 1 click on the relevant field and choose another selection from the drop down box 26 November 2009 Uncontrolled when printed Page 23 of 25 Note Only Service Deliver Description Name With Effect from and Expires on fields can be edited To perform any other amendments in Step 1 the policy needs to be expired and a new policy created To edit Vehicle Selection Rules click on Step 2 tab and proceed to edit relevant fields To edit Option Rules click on Step 3 tab
29. rnment Fleetsca p fleet management Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 21 October 2009 Step 3 Option Rules Expiry Date 31 December 2009 These rules identify the vehicle accessories that complete the vehicle configuration 30 Litres Fuel per Contract ABS Accessory Power Outlet Alarm Alloy Wheels Bluetooth Body Colour Metallic Body Colour Solid Black Body Colour Solid Blue Add Options Group Option Status inherited CD Player Mandatory edt Delete Air Conditioning Mandatory 26 November 2009 Uncontrolled when printed Page 12 of 25 Editing and or Deleting Option Rules Click on the Edit button beside an option you wish to amend and confirm the change by clicking on the Edit Option button Click on the Delete button beside the option you wish to remove When complete click on the Step 4 tab or the Next button Your selections will automatically save Step 4 in the next section will guide you through Vehicle Duty Statement Step 4 Vehicle Duty Statement Content In this section you will be able to complete a Vehicle Duty Statement You can enter data in some or all of the fields Operating Environment Terrain Predominant Adverse Climatic Conditions Primary Duty Required Capability and or Typical Operating Trip Completing a Vehicle Duty Statement is not mandatory however it will further define your policy rules for ve
30. tion to amend the selected policy Service Delivery Description Pool Business Group G C1 CORR AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Effective Date 21 October 2009 Step 5 Matching Vehicles Expiry Date 31 December 2009 lt lt Back The matching vehicle list will show all vehicles available for lease from GFleet that meet the rules and options you have defined zu z 2 eo lt P 2 e D 4 Make Model Trans o ge z a O O OO pa pe mre ns Filter Matching Vehicles Clear Filter Found 2 matching vehicle variants C HONDA ACCORD EURO LUX NAV 2 4 Auto SEDAN 4Drs Petrol Luxury Passenger Vehicle Sedan Front wheel drive 4cyl Automatic Petrol 211 co ppm 5 seats O Available C TOYOTA CAMRY GRANDE 042L 2 4 Auto SEDAN 4Drs Petrol Sedan Front wheel drive 4cyl Automatic Petrol 233 CO ppm 5 seats O Available Return To Search 26 November 2009 Uncontrolled when printed Page 17 of 25 0 The Matching Vehicle list allows you to view vehicle specifications and view vehicle comparisons e Click on the vehicle description name in blue to display the vehicle specifications You can then click on the tabs to view details like Comfort Dimensions D Reis ESS OSES and Safety etc Please refer to the screen across rE Online Ordering e ehicle Comparison
31. to create a new policy Step 1 Service Delivery Description You are now ready to complete the new policy fields which consist of Service Delivery Description free text field to be defined by individual agencies Business Group QFleet requirement to reflect an agency s hierarchical structure Operating Environment Metro Regional or Remote Duty the duty that the vehicle will perform Policy Effective from date Policy Expires on date Status of policy e g active inactive Enter policy description fields by e Click in Service Delivery Description field and type in Service Delivery Description name e Click on the Applied to Business Group drop down menu and select the appropriate Business Group from the list e Click on the Applied to Operating Environment s drop down menu and select appropriate environment from the list e g Metro Regional and or Remote You can select one two or all three of the environments e Click on the Applied to Duty ies drop down menu and select appropriate duty from the list e g Admin Pool Ops and or SES You can select more than one duty by holding the Control key down e he With Effect From date is the date the policy is to be effective from and must be set from at least the next working day Use the drop down menu to select a date from the calendar e The Expires On date is the date on which the policy is to be reviewed Use the drop down menu to select a date fro
32. uired Vehicle Classification Includes Vehicle Segment Includes Body Type Includes Includes Fuel Type Includes F Not Exceeding Itr 1 00km CO Emissions g km Not Exceeding Greenhouse Rating Equal to or Greater than Mandatory entry N 5 u eating Capacity Includes el Consumption ransmission Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Ho Features Exist Please Add Viewing selections already saved i e a i e Show Menu Home Contact u QFlee whole of government fleet management a Vehicle Classification Please Select Commercial Passenger 2 2 y 2 2 amp 2 2 2 s pS pS j pS a Qa T A Click on the 4 2 saved this denotes the number of selections already made to view all saved selections in that field Deleting Vehicle Selection Rules You can delete selections by clicking on the xl box This will delete the current selection and you can add another one An example of what the screen could look like when you have completed entering Vehicle Selection Rules is illustrated below Queensland Government
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