Contents:

 

3.3 Recording Vehicle Usage Logs

 

View Tutorial Video for Section 3.3 Here

 

EZM Web also lets you track the usage miles for your vehicles by keeping a series of usage log entries.  In this section, the terms “mileage”, “usage”, and “usage miles” are used interchangeably.  To make a usage log entry for a vehicle, first navigate to the main vehicle control screen (see section 3.2 Entering, Editing, and Deleting Your Vehicles for instructions on how to reach this screen).  Then locate the list of vehicles:

 

3_082: Fig 3.119 – List of vehicles entered into EZM Web so far

 

Find the vehicle number of the vehicle for which you want to make a usage log entry under the Vehicle No column.  Once you have located that vehicle number, look to the left along the same row until you encounter that vehicle’s vehicle name, which is under the Vehicle Name column (the leftmost column in the list) and highlighted in blue text.  Click on the vehicle name to go to the Vehicle Usage Log screen:


3_094: Fig 3.120 – List of vehicles entered into EZM Web so far

 

Under Primary Information at this screen, you’ll see the Vehicle No., the Name, the Year Built, and the Make of the vehicle for which you are entering usage logs.  Below the aforementioned vehicle information, you’ll also see the list of usage log entries made so far:

 

3_095: Fig 3.121 – List of usage log entries

 

For each usage log entry listed, the following information is shown:

 

o         The date of the usage: the date on which the logged miles were driven is shown in the Date column.  This is not the date on which the log entry was made, but rather when the miles were actually driven.

o         The cumulative usage at the time of the log entry: the total amount of miles driven at the time of the log entry is shown in the Meter column.

o         The amount of usage since the previous log entry: the number of miles driven since the last log entry is shown in the Usage column.

o         The user which made the log entry: the username (the name used to log into EZM Web) of the user which made the log entry is shown under the Logged By column.

o         The operator who was driving the vehicle: the operator who was driving the vehicle during the time that the logged usage was incurred is shown under the Operator column.

o         The State: the state in which the vehicle was being driven when the logged usage was incurred is shown under the State column.

o         Fuel Consumed: the amount of fuel (typically measured in gallons) consumed for the logged usage/mileage is shown under the Fuel Consumed column.


3.3.1 Entering a New Usage Log Entry

 

To enter a new usage log for a vehicle, first you must be at the screen which lists the usage logs entered so far.  (See the previous section for how to reach this screen).  Then click on the yellow-colored NEW button at the top right part of the screen:

 

3_096: Fig 3.122 – “NEW” button along with “PRINT LOG” button

 

Clicking on the NEW button will bring you to the following screen where you can enter the details of the new usage log entry:

 

3_097: Fig 3.123 – “NEW” button along with “PRINT LOG” button

 

At this screen, you’ll see a number of data fields into which you enter information about the new usage log entry:

 

o         The date on which the usage took place: This is set by default to the current date, although you can also enter past dates to record usage miles that hadn’t been recorded yet.  Use the three drop-down boxes next to Date to select the month, day, and year on which the usage occurred.

o         The current total mileage for the vehicle: The total amount of mileage for the vehicle by the date you selected above is entered into the Current Meter Reading field.  The Usage field immediately below will also be automatically filled in with the difference between the Last Meter Reading (displayed right below the date) and what you enter into the Current Meter Reading field.  You must enter a value in either the Current Meter Reading or Usage fields to save the usage log.

o         The amount of mileage incurred since the last usage log entry: The amount of mileage that has been incurred since the last usage log entry is entered into the Usage field.  If you choose to fill in this field instead of the Current Meter Reading field, the Current Meter Reading field will automatically be filled in with the sum of the Last Meter Reading and what you enter into the Usage field.

o         The vehicle operator: Select the vehicle operator or driver who was driving the vehicle when the usage miles were incurred from the Operator drop-down box.  Please note that only drivers you have entered into EZM Web so far will be available to be selected from here.  (See section 7.10 Managing Equipment Operators and Drivers in EZM Web for information on how to enter equipment operators and drivers into EZ Maintenance.)

o         The amount of fuel consumed: In the Fuel Consumed field you enter the amount of fuel, in gallons, that were consumed to drive the miles you are logging here.

o         The fuel efficiency of the vehicle: The Efficiency data field is automatically filled in with the miles per gallon.

o         Any other notes pertaining to this log entry:  Any other notes that you want to add to this log entry can be entered into the Comments field.

 

Once you have entered the information above, then you can save your new log entry, or, if you have changed your mind and no longer want to enter a usage log entry, you can cancel entering the usage log entry.  To either save or cancel, locate the SAVE and CANCEL buttons below where you enter the information for the new usage log entry:

 

3.3.2 Editing the Notes for a Usage Log Entry

 

Once a usage log entry has been entered, you may edit the notes that were entered for it.  To do this, locate the usage log entry whose notes you want to edit at the vehicle usage log screen for the vehicle to which that log entry belongs.  (The vehicle usage log screen is the one which shows all of the vehicle usage logs for a particular vehicle.  See earlier in this section 3.3 for how to get to this screen.)  Then select the usage log entry: look to the right along the row in which that entry is placed until you see a small circle in the Action column.  Click in that circle to select the entry.  A small dot will appear in the circle to indicate that it has been selected:

 

3_098: Fig 3.124 – A record has been selected


Once you have selected the usage log entry for which you want to edit the notes, then find the EDIT button below, which will be found along with the DELETE button:

 

3_099: Fig 3.125 – “EDIT” and “DELETE” buttons

 

Click on the EDIT button.  This will open the following screen which shows you the details for the usage log entry you selected:

 

3_100: Fig 3.126 – Screen showing details for a selected usage log entry

 

For information on what each of these data entries means, see the immediately previous section on “Entering a New Usage Log”.

 

To edit the notes for the log entry you selected, simply click in the Notes field with your cursor and type to make your desired changes.  When you have finished, click on the SAVE button below to save your changes, or, if you have changed your mind and do not wish to make any changes, click on the CANCEL button to discard any changes you’ve made and simply return to the vehicle usage log screen:

 

3_101: Fig 3.127 – “SAVE” and “CANCEL” buttons

 

3.3.3 Deleting a Usage Log Entry

 

To delete a usage log entry for a vehicle, locate the one you want to delete at the vehicle usage log screen for that vehicle.  (The vehicle usage log screen is the one which shows all of the vehicle usage logs for a particular vehicle.  See earlier in this section 3.3 for how to get to this screen.)  Then select the usage log entry: look to the right along the row in which that entry is placed until you see a small circle in the Action column.  Click in that circle to select the entry.  A small dot will appear in the circle to indicate that it has been selected:

 

3_098: Fig 3.128 – A record has been selected

 

Once you have selected the usage log entry which you want to delete then find the DELETE button below, which will be found alongside the EDIT button:

 

3_099: Fig 3.129 – “DELETE” button shown along with “EDIT” button

 

Click on the DELETE button to delete the usage log you have selected.  Please note that you can not delete the initial or final usage log entries.  If you do, you will receive an error message.  (The initial log entry comes from the value you enter in the Starting Usage field when creating a new vehicle: see section 3.2.2 Entering a New Vehicle.)

 

If you delete a usage log entry, the usage for the log entry immediately following the one you deleted will be increased by the amount of usage from the deleted entry.  This is done to reconcile the usage in the next entry with the total usage meter also listed in that entry.

 

3.3.4 Printing a Vehicle Usage Log

 

To print the usage log for a vehicle, first navigate to the vehicle usage log screen.  (The vehicle usage log screen is the one which shows all of the vehicle usage logs for a particular vehicle.  See earlier in this section 3.3 for how to get to this screen.)  Then locate the yellow-colored PRINT LOG button at the top-right part of the screen:

 

3_101: Fig 3.130 – “PRINT LOG” button for printing a vehicle usage log


Once you click on the PRINT LOG button, a small window will pop up in which you select a date range and whether you want to separate the log entries by state:

 

3_102: Fig 3.131 – Window for selecting a date range for the usage log printout

 

The date range you select here will be used to determine what usage log entries are included on the print out: only usage log entries that are between or on the Start Date and End Date will be included on the printout.  If you want to print the usage logs separated by the state in which they were entered, then select Subtotals By State; otherwise just select Log to print the standard usage log report:

 

3_103: Fig 3.132 – Example of a vehicle usage log printout

 

3.3.5 Importing Vehicle Usage Logs

 

In addition to manually entering mileage logs for vehicles as we just described in the previous section of this manual, you can also import mileage logs for vehicles into EZM Web via an Excel® spreadsheet.  To do this, first locate the Utilities and Lists drop-down menu on the left side of the screen.  Click on the small blue circle containing a small right pointing arrow to expand the list to show the Import Log option:

 

3_186: Fig 3.133 – “Utilities and Lists” drop-down box showing “Import Log” option

 

Clicking on Import Log will take you to the screen where you can import a spreadsheet containing the usage logs:

 

3_187: Fig 3.134 – Screen for importing usage logs

 

Before you can import the usage logs, however, you must make sure that they are in the correct format.  They must be imported as a special .CSV file provided by Link It Software.  This file can be edited using Microsoft Excel®, just like a normal spreadsheet.  To obtain the .CSV file with the correct format, please contact tech support at support@pinacia.com.

 

Once you are ready to import your data, click on the small circle called Vehicle to indicate that you are importing vehicle usage logs, and not equipment usage logs.  Then click on the Browse button.  This will open up a window where you can locate the .CSV file with your usage log information on your computer.

 

Once you have located the .CSV file, then click on the SAVE button to import the usage logs into EZ Maintenance.