Visit Management

Technical inspection management makes it easy to add, modify, view or delete information associated with vehicle technical inspections. This functionality provides a comprehensive solution for tracking and organizing mandatory technical inspections while ensuring regulatory compliance and optimal cost management.

Addition of a Technical Visit

• Access the Add Interface:
  Go to the technical visit management module and click on the buttonAdd a visit.

When you add a technical visit in the system, the following fields are available to ensure complete and documented management:

Fields Available for Adding a Technical Visit

When you add a technical visit in the system, the following fields are available to ensure complete and documented management:

Required Fields:

These fields must be completed to validate the addition:

Vehicle:

• Identification of the vehicle concerned (registration number or internal code).
• Allows you to link the technical visit to the appropriate vehicle.

Start date:

• Date on which the technical visit begins.
• Serves as a starting point for calculating validity and recalls.

Amount excluding tax:

• Cost of the technical visit excluding taxes.
• Important for financial monitoring.

Optional Fields:

These fields can be filled in if the information is available or necessary:

Number:

• Unique reference number assigned to the technical visit (can correspond to an invoice or report).

VAT amount:

• Amount of applicable value added tax (VAT).

Total Amount:

• Automatic or manual calculation of the total amount (HT + VAT).

End date:

• Date on which the validity of the technical visit expires.
• Essential for planning renewals.

Stamps:

• Stamp costs associated with the technical visit.

Technical Visit Type:

• Category of the technical visit (periodic, special, occasional, etc.).

CNPAC:

• Fees relating to the National Traffic Accident Prevention Center.

Technical Visit Center:

• Name or location of the center where the visit was carried out.

COM TAX:

• Amount of municipal tax, if applicable.

CNEH:

• Contribution for the maintenance of national roads or highways.

Attachment:

• Ability to attach associated files or documents (reports, supporting documents, invoices, etc.).

How:

• Additional notes or remarks on the technical visit.

Save:
Click onSaveto finalize the addition of the technical visit.

Modification of Information

• Identify the Record to Modify:
  In the list of technical visits, select the recording concerned and click onTo modify.

• Make the Changes:
  Update the necessary fields (dates, amounts, comments, etc.).

• Validate the Changes:
  Click onSaveto save the new information.

Deletion of a Technical Visit

• Identify the Recording:
  Select the recording from the list of technical visits.

• DELETE:
  Click on the optionDELETE. Confirm the deletion via the pop-up window.

Consultation of Technical Visits

Access the List:
View all technical visits in a centralized interface with the following columns:

• Fleet: Name or code of the fleet.
• Registration: Vehicle registration number.
• Total Amount: Total cost of the visit.
• Start dateAndEnd date.
• Technical Visit Center.

• Search and Filter:
  Use the available filter criteria (Vehicle, Technical Visit Type, Center, etc.) to find specific records.

Quick Entry in the Technical Visit Form

The functionality ofquick entrysimplifies the addition of essential information in the technical visits form. It allows important data to be quickly entered, including the type of technical visit and the technical visit center, while guaranteeing smooth and efficient management.

Essential Fields for Quick Entry

 

Type of Technical Visit:

• Allows you to specify the nature of the visit.

Common examples:

• Periodic Visit
• Exceptional Visit
• Regulatory Inspection
• Selection via a drop-down menu to avoid entry errors.

Technical Visit Center:

• Identifies the establishment where the technical visit was carried out.

May include:

• Center name
• Address or location
• Drop-down list or auto-suggested field for quick choice among saved centers.

Steps for Quick Typing

Access the Technical Visit Form:

• Click the buttonAdd a technical visitin the corresponding module.

Complete the Essential Fields:

Type of Technical Visit:

• Select the nature of the visit from the drop-down menu.

Technical Visit Center:

• Choose a center from the list or start typing for a quick search.

Complete the Additional Fields (if necessary):

• You can add information such as vehicle, amounts, or dates if they are available at the time of entry.

Validate the Registration:

• Click onSaveto save the information entered.

Benefits of Quick Entry

Efficiency:

• Reduces the time needed to add a technical visit.

Precision :

• La sélection dans des listes déroulantes réduit les risques d’erreurs ou d’incohérences.

Simplicity:

• Interface intuitive et facile à utiliser, même pour les utilisateurs novices.

Flexibility:

• Permet d’ajouter des informations supplémentaires ultérieurement si elles ne sont pas disponibles immédiatement.

Conclusion

Quick entry into the technical visit form optimizes the process of adding key information. By focusing on essential fields like technical visit type and center, this functionality ensures simplified management and increased accuracy.