Santander DE - Anleitung - Generelle Einleitung V19 - Flipbook - Page 1
Santander Fleet Monitor – Generelle Einleitung
Santander Fleet Monitor –
Generelle Einleitung zum System
Version 1.19 - 06-11-2019
Inhalt
Einleitung ........................................................................................................................................................... 2
Prozessübersicht................................................................................................................................................ 2
Einloggen ........................................................................................................................................................... 4
Kennwort ändern........................................................................................................................................... 5
Empfehlung bzgl Browser .............................................................................................................................. 5
Systemaufbau .................................................................................................................................................... 6
Menüstruktur ................................................................................................................................................ 6
Portfolien - Filter ........................................................................................................................................... 6
Globale Filter ................................................................................................................................................. 8
NEU! Konfigurieren Sie Ihre Globalen Filter .................................................................................................. 9
Dashboards/Listen ....................................................................................................................................... 10
Ansicht von Listen .................................................................................................................................... 10
Aktionen in Listen .................................................................................................................................... 11
Paketaktionen .......................................................................................................................................... 11
Autosuggest / DropDown ........................................................................................................................ 12
Filter in Listen .......................................................................................................................................... 12
Fahrzeugakte ............................................................................................................................................... 14
Upload von Dateien ................................................................................................................................. 15
Notizen in der Fahrzeugakte ....................................................................................................................... 17
Vertragsnummer als Datenschlüssel ........................................................................................................... 19
Suchfunktion................................................................................................................................................ 20
Rollenprofile und -Masken der Prozessbeteiligten ......................................................................................... 21
Ansicht SCB: ............................................................................................................................................. 21
Ansicht Dienstleister:............................................................................................................................... 22
Kommunikationsmodul – Fleet Chat ............................................................................................................... 23
Zugang zum Fleet Chat ................................................................................................................................ 24
Fleet Chat Symbol in Listen ......................................................................................................................... 24
Arbeiten im Fleet Chat Tool......................................................................................................................... 25
Seite 1 von 37
Version: 06.11.2019