Help VIEW TEMPLATES

View Templates

Fleet Administrators are the only user type, with access to view templates. Furthermore, only those Fleet Administrators of Main or Subcontracted companies, which are found on level 1 or level 2 have access to this functionality.

To navigate to the View Template Screen, use the following keystrokes: View/Template.

Maintain Template

Figure 1: View Template Screen

To View A Template

To View a template on the Card MIS, use the following keystrokes: View/Template.

To find a specific template that you would like to View, refer to the To SEARCH For A Template section.

Once you have found the template you wish to view, click the View link, next to that template's "Template Name".

Maintain Template

Figure 2: View Template Details Screen

Note that on this screen, all the templates details have been greyed-out and is therefore not editable.
Click the Cancel button to return to the View Template Screen.

To SEARCH For A Template

To Search for a template on the Card MIS, use the following keystrokes: Maintain/Template.
Click the Search button.

This is an "open" search. Card MIS displays a list of all the relevant templates in the Card MIS, on the Template Search Results screen.
To refine your search you can enter the "Template Name" on the Maintain Template screen.

Maintain Template

Figure 3: Template Search Results

Possible Problems:

  • Error message: There is no data available. This indicates that either the search criteria was invalid or no templates have been created. Try and make your search wider or use the 'open' search keystrokes: Maintain/Template/Search. This will list all your templates (if any exist).

To DOWNLOAD A List Of Templates

To download a list of templates, use the following keystrokes: View/Template.

To find a specific list of templates that you would like to Download, refer to the To SEARCH For A Template section.

Once you have found the list of templates you wish to Download, depending on which format you prefer, click the Download to Csv and/or Download to Pdf button.
Please Note: PDF format is Non-Editable, whereas CSV format is Editable.