Formbird FLEET is a modern fleet management information system that keeps your fleet safe, accountable, and on budget.
Find out more here –https://www.formbird.com/fleet-management/
Every second month, Formbird gets together with the organisations that use FLEET to discuss all things and share lessons learnt.
Register now here https://www.formbird.com/category/fleet-professionals-community/.
In this Formbird FLEET, professionals meet up with the community discussed in depth how, when and how safety tag outs and lock outs should be removed. Getting the documented digital recorded to match the real world. Adam also gave an overview of the most popular reports available in Formbird FLEET.
0:00 – Paul Introduction and overview
2:45 – Mark News – our platform is Version 4 – Bundaburg CLARITY
3:54 – Maintenance Scheduler progress – Secondary Services
5:28 – Sensys Gatso Project going live in Tasmania
6:02 – Transport management project with AI stock management with https://www.opturion.com/
7:11 – Question what’s the difference between a daily driver check sheet and a digital prestart?
8:17 – Adam – Tag Out procedure (the need for a secondary approval process)
11:13 – Sneek peak at Formbird Version 4
12:57 – Feedback from the group – which role should be able to remove tags.
14:07 – David – our lock out procedure matches our physical policy
15:45 – Group Tag Out discussion
17:20 – Adam to clarify – Lock Out / Tag Out discussion continued.
21:06 – Ngaire BRC question – How does Tag Out, look in the workshop dash?
21:53 – Mark clarification of how we can leverage Tag Out data
24:02 – Does the operator ever remove a tag?
27:25 – Adam & Mark – final conclusion of discussion (who adds tags outs, who removes)
30:26 – Adam. Formbird Fleet Reports (overview)
30:56 – Asset Invoice Report
33:03 – Asset Operating Cost Summary
35:17 – Asset Summary
35:41 – Fuel Receipt
37:01 – Preventative Maintenance work order
37:17 – Toll Details
27:32 – Registration and Insurance Expenses
38:00 – Asset Expenses (other)
38:52 – Internal Asset Request
39:12 – Allocation Details
40:00 – Brad – Question – is there an integration between Formbird and enterprise software
43:11 – Question when will these new reports be available? – More about the release cycle.
47:59 – Wrap up
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Daily Driver Check Sheets – Formbird FLEET meet up #12
Formbird FLEET is a modern fleet management information system that keeps your fleet safe, accountable, and on budget.
Find out more here –https://www.formbird.com/fleet-management/
Every second month, Formbird gets together with the organisations that use FLEET to discuss all things and share lessons learnt.
Register now here https://www.formbird.com/category/fleet-professionals-community/.
In this Formbird FLEET professionals meet up we take a deep dive into the function of daily driver check sheets and how to get the most out of this important task.
0:00 – Paul Intro
1:42 – Ian 3G Shutdown and what it means for local councils using older GPS units
5:01 – Paul gives the basics on the update to Angular
6:18 – Paul A “How is the upgrade going to Angular for Formbird FLEET?”
12:35 – Paul H gives his explanation of the Formbird platform and its relationship to the application
13:33 – Adam DEEP DIVE into daily driver check sheets (DDCS)- What is a daily driver check sheet
16:59 – Adam (DDCS) Operators view
19:52 – Question – safety tag removals
23:18 – Filtering results – adding favourites
24:34 – Question – what’s the best way to search?
27:20 – Question – can we get the pop-up that needs to be dismissed?
28:48 – Adam Creating a daily driver checklist
30:37 – Question – are the questions all mandatory?
31:22 – Feedback – Can the text be larger?
32:00 – Adam Defect description and priority
33:22 – Question – does a failure become urgent? Discussion about when to fail.
36:14 – Question – can we put a weighting against each question?
37:07 – Question – can a comment become part of the defect description?
28:40 – Adam Attach an image to a DDCS
40:11 – Adam Email supervisor
40:50 – Question – Can we use a signature? ….people share tablets (a wider issue)
42:14 – Mark is auto-logout the solution?
44:42 – Question about automating prompting and the benefits of telematics
46:54 – Feedback pre-start check has already been done
48:00 – Adam (DDCS) Administrators view
49:09 – Feedback – showing higher priority items to the workshop
50:26 – Question – can we add a red box around the URGENT button? – Change to alphabetical work order types?
52:08 – Adam key things admin/workshop to do on DDCS page (Filter, status)
54:16 – Adam duplicate failure that has occurred in the last 30 days
57:29 – Feedback – Priority column add URGENT icon
58:08 – Adam how to configure a daily driver check sheet
1:02:00 – Feedback Supervisor wants to see if the DDCS has been completed
1:03:09 – Question can the driver retrieve their completed DDCS
1:04:40 – Feedback downtime report discussion
1:11:40 – Wrap up
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Business Telematics – Implementing GPS for your FLEET Professionals meet up #11
Every second month, the Formbird FLEET professional’s community members come together to learn and share information about optimizing fleets. Register here, https://www.formbird.com/category/fleet-professionals-community/ At this meet up we had a special opportunity to hear from Brad from Tenterfield about how I Tracking fuel use and tools using blue tooth, Fuel tax credits using telematics to ensure bins are collected and much more
0:00 – Paul Intro and overview
0:14 – Mark Platform update – Off-line functionality trial
2:20 – Formbird FLEET – upgrade to version 4
3:35 – Adam Features and Fixes
4:13 – Express Fuel utilisation report
7:30 – Fuel Consumption by Asset
8:46 – Update meter reading with upload
10:57 – Bulk import registration details and tolls import
12:22 – How to find help in Formbird FLEET
15:29 – Paul Asset table filtering changes the column’s selective data views (save view)
22:09 – Having different table layouts for different various tasks in your roles
23:46 – Optimising the dashboard page loads
27:14 – Tag out an asset
30:04 – email notification to supervisor for tag out
31:57 – Daily Driver check sheet
34:27 – Mark Business Telematics – GPS tracking
41:50 – Brad and his implementation of GEOTAB – Overview
42:59 – Hints for how to implement business telematics
46:16 – Workplace surveillance policy
47:08 – Fuel tax credits – Using telematics to satisfy the requirements of the ATO
48:51 – Tracking chainsaw fuel usage BlueTooth beacons to attached to indicate when the chainsaw was used
50:00 – monitoring fuel “shrinkage” to show when and where the fuel was used
50:35 – GO9 using Bluetooth – how he is monitoring chainsaw usage (where and when)
52:30 – Bluetooth tracking fuel theft
53:49 – GEOTAB doesn’t have 5-axis accelerometer using telematics to detect road degradation
55:13 – Using telematics to ensure bins are collected (how many bins in a given day)
55:39 – Geofencing
57:02 – Q-Does GEOTAB know when 4 x 4 has been engaged? Customise reports in GEOTAB
59:06 – Mark explains OBD2 technology
1:00:37 – Optimisation of mowing using telematics
1:02:00 – Wiring switches to detect when the mower is engaged
1:04:57 – Fuel Tax Credit claims – business justification for Telematics
1:08:57 – End
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Formbird FLEET updates and fixes 22 June 2022
As part of our ongoing commitment to continuous improvement, we share the latest fixes and improvements applied to the Formbird FLEET.
Because FLEET is a web app, when we apply an update, it will be reflected in all of our customer’s applications.
Fixes
- Fixed an issue where the Technician Dash would timeout.
- Fixed an issue where the Toll Import would timeout + added checking for duplicates.
- Fixed usability for some tablets adding space at the bottom to improve scrolling.
- Fixed the “Asset Services Remaining Report” to display the number of service configurations the asset has and changed the asset link to navigate directly to the asset maintenance view.
Export Improvements
- When the user wants to repeat an Asset Export, they can now save their preferences of field selection.
- All exports can now be found in the “Exports List” in the Reports section.
Report Listing Improvement
- The list of reports can now be viewed as a grid by selecting the ‘Grid View’ checkbox.
Asset Documents Improvements
- Videos can now be embedded – see the Help Centre for instructions.
- These documents can be easily accessed from Work Orders related to the asset.
Help Centre
- Various help pop-ups and Help Centre Articles. (too many to list)
Case Study – User Induction – Service scheduling adjustment – Fleet Professionals Community Meet Up #10
From across Australia the FLEET community comes together to share updates and user stories with the sole aim of making FLEET better and keeping everyone on the same page with our continuous improvement program. We also get a chance to highlight issues and chart the course for the future of FLEET. If you’re interested why not join our next sessions, here, https://www.formbird.com/category/fle…
Here are the time stamps so you can jump to the bits that interest you most.
0:00 – Introduction
2:05 – Mark Platform update, Official Clarity Launch for Greater Western Water – Offline
4:45 – Mark Introduces Chris Giles of Greater Shepparton City Council
6:10 – Question to Chris – How is the transition to Formbird FLEET going?
6:32 – Question to Chris – What are the features you a leveraging?
7:35 – Question to Chris – Has anything not gone to plan?
8:50 – Question to Chris – Was there a lightbulb moment?
9:56 – Question to Chris – How is the adoption with the mechanics going with FLEET?
10:39 – Question to Chris – Are you providing them with tablets?
10:51 – Question to Chris – What stage are you currently at?
11:55 – Question to Chris – Where do you see the big value add with Formbird FLEET? (it’s all in one screen) – Question to Chris
14:15 – Marie from Brimbank City Council – issues she’s had with implementation – Possible answer to speed questions…
16:49 – Question to Chris – Brad from Tenterfield Shire Council Asks – Have started daily plant checks for the outdoor staff? Adoption
17:40 – Question to Chris – Have you had any resistance from a change management perspective?
18:13 – Brad we have had some resistance to using Formbird FLEET from older staff
19:20 – Brad we are seeing results of moving from paper-based…
20:13 – Mark and the conflict of making forms too complex that users don’t use them or too simple and you’re not collecting the right data
23:38 – Mark managing change with people that don’t want to
24:17 – Lachie Greater Western Water identifies power users during onboarding, getting users to contribute to how the app should work.
26:13 – Adam Fixes and Features – Report Export Tools
30:03 – Change to the naming convention (Periodic / Sequential service )
31:23 – Lauren asks can reports be scheduled to run automatically
32:09 – Service scheduling adjustment – avoid “service creep” to stay within the manufacturer’s warranty.
42:33 – Adam improvements to assets page and vehicle status – move financial details to separate view
46:32 – David asks questions about FBT and whole of life calculations discussion statutory rate, business use
51:17 – Embed video into asset images, great for how to reset service reminders.
53:56 – Marie asks – Fuel Tax Credit claims – Marie asks how do other people do this?
56:19 – Request for training videos David T.
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Formbird FLEET Demonstration Video
Learn more about Formbird FLEET with our series of demonstration videos. Mark Hosking CEO and founder of Formbird runs through the basics to give you an understanding of some of the capabilities of our modern fleet information management solution.
Below is each of the videos in the series along with the time stamp so that you can jump to the part that interests you most.
Formbird Fleet Demonstration playlist on YouTube
Overview of application and underlying technology ASSETS
Video Index
0:00 – Introduction to Formbird and Formbird FLEET
1:24 – Overview of presentation
1:42 – Containers – Asset – Request – Work Orders
3:23 – Progressive Design Mobile App Native – Working on phones, tablets and desktops, operating offline
4:35 – Asset Details – Primary and secondary details, Assign to operators, Allocation
5:25 – Fuel Details – Import fuel per asset,
5:55 – Planned Maintenance Triggers – consumption-based service triggers
6:36 – Physical Details – Photos for details and documentation
Assets cont. – Warranty, Risk-based replacement, documentation
Video Index
0:32 – Asset Components – Related assets and composite assets with complex functions
2:46 – Financial – Registration, warranty, internal hire
3:16 – Special Notes and Conditions
3:38 – Competency and Training – Limiting access to vehicles to users without certification
4:06 – Operating Hours and Asset Utilisation – calculate a vehicle’s downtime
4:53 – Using images to document an asset – A social media like a newsfeed for your fleet and assets
5:55 – Risk-Based Replacement Program – replacement methodology based on key busine
ss metrics and subjective analysis.
7:17 – Parts and Inventory Management – Consumables and spare parts inventory.
REQUESTS – Repair Views, Initiating a Repair Request, Schedule
Video Index
0:34 – Overview of Requests
0:51 – Views – Repair Request Operator vs Supervisor – Understanding how Requests fit in
1:29 – Starting a Repair Request – link request to asset and schedule repair
WORK ORDERS – Generating Work Orders Scheduled Maintenance
Video Index
0:25 – Work Orders – From a Repair Request to a Work Order, Accident details, Assign Repair
1:55 – Classify Work Orders and Warranty – unscheduled v’s scheduled
2:40 – Time Sheets and Task Assignment – base costs calculating 3:22 – Assignment and Status – put a job on hold
4:01 – Repair Details, Completing a Job – documenting why the repair was required
4:30 – Questionnaires – Create your own short answer questions to add to asset documentation
5:34 – Show Materials or Consumables Service Documentation, stock management
6:27 – Planned Maintenance Schedule – Service requests are automatically generated, doing an additional repair within a scheduled service
WORK ORDERS Cont. Planned Maintenance Schedule Service Requirements
Video Index
0:35 – The Difference Between a Repair and Service retrieve parts list and task details, and checklist for service, service notifications.
2:43 – Create and Manage the Service Schedule – Service Generator, Service Profiling, create planned maintenance, logbook, create the next service at this service
3:57 – Generating a Planned Maintenance Schedule – lead times, service inherent other services, building a profile for the life of the vehicle, Sevicing documents
7:21 – Generating a Schedule From a Log Book – flexible way to create a maintenance program
Fleet Conference 2022 – The word on everybody’s lips?
At the recent IPWEA fleet conference in Brisbane, members of the local government community and vendor representatives gathered to discuss all things fleet. But what was it that everybody wanted to talk about? – Read on.
At the stand in the main hall, Formbird’s team rubbed shoulders and exchanged ideas with a steady stream of customers and soon-to-be customers.
Mark Hosking, CEO and founder of Formbird, was also fortunate to be invited to speak. He presented his thoughts on the theme of the conference. – Leading Fleet Management Through Change.
Hosking took a deep dive into the big idea that underwrites his guiding philosophy; great software transforms an organisation’s information into communication.
His tenant is that fleet managers should be making decisions based on data, not spending their time managing the data resonated with the crowd, and he welcomed the feedback after the presentation.
Did he get to the topic that everyone wanted to hear about? Electric vehicles, yes! To summarise Mark’s thoughts, electric vehicle adoption will be a crucial milestone for fleet information management systems (FMIS). FMIS, by automating data collection, will take the drudgery of fleet data collection, enabling rich data analysis at its highest quality.
Automating data collection will enable organisations to focus on the big picture and establish a predictive model to deliver results for fleet managers.
Mark Hosking, Founder CEO Formbird
This “future-focused” fleet management model will deliver a continuous improvement cycle. That will give fleet managers a good night’s sleep, knowing that their processes retain corporate knowledge and promote operational safety.
Adopting continuous improvement practices will drive innovation giving fleet managers the fleet they planned for, not the fleet they ended up with. In Mark’s words,
You don’t want to end up like Mediocrities.
Don’t miss next year’s Australiasian Fleet conference that moves to the Gold Coast; I’m sure Formbird and Mark will see you then.
FLEET Professionals Meetup #9 – Risk assessment – import fuel – going live growing pains
Join the Formbird FLEET Professionals Community, and have your say. We do this every month, and it will keep you up to date with the latest developments and let you become part of the future of fleet management. https://www.formbird.com/category/fle…
If you have any suggestions, make sure you send them to fleet@formbird.com
0:00 – Paul’s Introduction to today’s meetup
01:56 – Mark’s overview of the IPWEA Fleet conference 2022
03:04 – Mark’s overview of what he presented at the IPWEA Fleet conference 2022
03:57 – EVs are the most popular conversation topic at the IPWEA Fleet conference 2022
06:04 – Ian’s take on IPWEA – Who we met
7:27 – Paul’s story from Ukraine
08:48 – Housekeeping how to get involved in the meetup
09:51 – Adam Introduces the topic he is going to cover
10:45 – Risk Assessment some changes, ready to configure, standard control measures
15:34 – Dion asks if there is room for actions to be recorded?
17:05 – Adam – adding a risk assessment to an existing work order.
18:24 – Mark asks the group to have a play with the risk assessment tool to bring questions to the next meetup.
19:50 – Adam – Fuel cost import – a new feature not in this release and explains how
24:59 – Adam – how to manually update the meter reading
27:49 – Adam – change to how primary meter reading is calculated
31:03 – Paul A. talks about how GEOTAB will be integrated into meter reading 31: 48 – Adam – Help Centre Introduction – Adding a new asset
32:38 – Adam Example document BRC shared Instruction manual
33:28 – Marie asks if there’s a way to combine – worksheet – and work order and other growing pains
34:33 – Mark explains why it’s best not to get rid of the work order because this would lose a lot of information. And he gives a background to why this had been developed over the years.
40:01 – Paul asks Marie about other experiences after running Formbird FLEET for one week. Slow network speed and adapt to the change.
43:05 – Mark how to trigger scheduled maintenance
44:32 – Ngaire explains that service configuration needs a flexible maintenance schedule with a new matrix to comply with manufacturers’ specifications.
49:51 – Michelle’s in-absentia input about subject-specific meetings to discuss next developments. Mark’s suggestion – is the 10-year replacement plan.
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Create a new Asset Category, Body Type or general asset Tag
Asset Categories, Body Types, and general asset Tags can be customized to fit your organization’s needs. Asset Categories typically group assets by a specific attribute (e.g., mass), while Body Types group them by function or physical properties.
Note: Modifying an existing tag won’t automatically update assets previously assigned that tag.
To create a new Asset Category, Body Type, or general asset Tag:
- Go to the Tag List under the Configuration dropdown on the admin homepage.
- Click the New Tag button.
- Name the tag.
- Choose the ‘Type’ field where the tag should appear.
- Set the ‘Sort Position’ value to control the tag’s order in the dropdown, considering other tags in the same field.
- Select the template(s) the tag should be available on in the ‘Applies To Template’ field.
- Save the changes.
Note: You can select multiple options in both the Body Type and Asset Category fields.
Clone an existing asset
To add a new Asset to your asset list, follow these steps:
To simplify replacing an existing asset with a similar one, the Asset Cloning feature allows you to copy specific fields from the old asset to the new one, reducing manual data entry.
To clone an asset, follow these steps:
- Navigate to the System Administrator Menu and hover over the Configuration button to reveal the dropdown menu.
- Choose Asset Templates.
- Scroll down to the ‘Clone An Existing Asset’ section at the page’s bottom.
- If a suitable ‘Clone Mapping’ document isn’t available, create one by clicking the plus button next to the field.
- Choose an asset to clone.
- Asset Components To Clone will automatically fill in based on the selected asset. Remove any undesired components by clicking the ‘x’.
- Pick a Clone Mapping document.
- Input a unique Asset ID.
- Determine the asset’s status and allocation status.
- Choose the responsible workshop and person (optional).
- If you want to clone the existing asset’s components, check the ‘Clone Components’ box.
- Click the Clone button to create a new asset document in a separate tab, with fields copied from the cloned document according to the chosen mapping document.
To create a Clone Mapping document, follow these steps:
- Go to the Asset Templates page and click the plus button next to the Clone Mapping field. This will open a new Clone Mapping document.
- Give the mapping document a name.
- Link the document to an Asset Template.
- Choose the fields you want to include by using the checkboxes, or click the ‘populate defaults’ button to select standard fields automatically.
- Save your newly created Clone Mapping document.
