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Fleetwatch FMS · Data Tools 4
What Can I Do in Data Tools 4? (Quick Tour)
Data Tools 4 runs in your web browser, with nothing to install. Everything starts from the main menu down the left side. This tour shows the main sections and what each one is for. The yellow numbers on each screenshot match the numbered items in that section.
| Menu | Use it to… |
| Home | See tiles with vehicle, service, employee and tank info at a glance |
| SAM | Watch fueling and servicing live: transactions, fuel lanes and bays (RIH units), and tank info |
| Reports | Run reports as PDF, Excel (CSV) or RTF |
| Vehicles | Look up a vehicle’s status and history, and change its settings |
| Employees | Look up an employee and change what they’re allowed to do |
| Tank Data | Reconcile tanks and check tank monitor readings |
| Utilities | Tools such as email alerts, manual transactions and bulk vehicle changes |
| Organization | Set up divisions, departments, fleets and regions |
| Setup | System setup such as RIH units, fluids, tanks and user access. Don’t change Setup without a Fleetwatch technician. |
| Help | Open the Data Tools manuals |
Home Screen
| 1 | Main menu. Click any section to open it. The section you’re in is highlighted. |
| 2 | Filters limit the tiles to a Region, Fleet, Division or Department (pick All to remove a filter). Tile Setup chooses which tiles show and how they’re laid out. |
| 3 | Color scheme. Click the scheme name at the top right (next to your user name) to pick a different look, such as Data Tools 4.0 Dark or Clean White. |
Tiles you can show: Vehicle State (odometer, last serviced, fuel dispensed), Service History (transactions not yet closed out), Vehicle Status (miles per year), Employee Status (vehicles serviced per month), Tank State (volume, temperature and ullage for a tank group), RIH Status (online or offline), System Status (pulser flags and other issues) and RIH Availability (includes the RIH Type code). Have an idea for a new tile? Let Fleetwatch Support know.
SAM (Service Activity Monitor)
SAM shows fueling and servicing as it happens. The first time you open it, set your division filter, or the panels stay empty:
| 1 | Click Filters at the top of SAM, then pick your Division. |
| 2 | Click Apply Filters. |
Then use the tabs below the transaction list:
- Service Transactions (top): every transaction since the last closeout.
- RIH UNITS: each fuel lane and maintenance bay, its fluids, and whether it’s online.
- SERVICE STATUS: vehicles serviced and not serviced, and vehicles serviced by each employee.
- FLUID INFO: tank monitor inventory, alarms and deliveries, plus fluid totals per lane.
- PREVIOUS TRANSACTIONS: transactions from earlier periods.
SAM looks empty? Set the Division filter again. You may need to after clearing your browser’s cookies or after a browser update.
Reports
| 1 | Pick a report category on the left, such as Vehicle. |
| 2 | Pick a report, such as Vehicles Serviced. A description of the report shows at the top right. |
| 3 | Set the Report Parameters (division, vehicles, sort order and so on), then the Start Date and End Date. |
| 4 | Choose the file format: PDF to view or print, Excel (CSV) to sort and filter, or RTF for Word. |
| 5 | Click Generate Report. |
Nothing happens when you click Generate Report? Your pop-up blocker is stopping it. Allow pop-ups for your Data Tools site. Many reports also have Full Detail and Low Detail options: Low Detail shows just the totals.
Vehicles
| 1 | Type a vehicle number and press Enter (or click the magnifying glass). You can also step through vehicles with First, Previous, Next and Last. |
| 2 | Or click Vehicle List and pick the vehicle from the list. |
| 3 | Status shows the vehicle’s odometer, last service, fuel, service history and miles per year. Click Settings to see and change its setup. |
| 4 | Settings has four tabs: ACTIONS (add a vehicle, change a vehicle number and so on), ODOMETER/SERVICE DATA, PROPERTIES and OTHER. |
| 5 | On PROPERTIES, click a section (Fuel, Fluids, Vehicle Properties, Odometer Options or Other Options) to see its fields. Click Save after making changes. |
Not sure what a field means? Each field has a short description right under it.
Employees
| 1 | Click Employees in the main menu. |
| 2 | Type the employee number and press Enter, or use First, Previous, Next and Last. |
| 3 | Click Settings. (Status shows a chart of vehicles serviced by month.) |
| 4 | On PROPERTIES, pick Information, Name, Vehicles (which vehicles they can service) or Times (shift hours and days allowed). |
| 5 | Two common checkboxes under Information: Employee Can Fuel (unchecked means they can’t turn on the pumps) and Employee Is A Runner. Click Save after making changes. |
Utilities
Click Utilities in the main menu, then pick a group. Some examples:
- Report Utilities: Report Scheduler, to email reports on a schedule.
- System Utilities: Email Alert System and Manual Transaction Entry Utility.
- Vehicle Utilities: Add Multiple Vehicles Utility and Vehicle Options Utility (change many vehicles at once).
- Also: Admin, Employee and Tank Utilities.
Can’t see a section, or need help finding something? Contact Fleetwatch Support. Your Data Tools administrator controls which sections each user can see.