Configuring Branch Profile Parameters

Before setting up a Fleet's Branch Parameters you should know at least the following information about the Vehicles allocated to this Branch:

  • The Vehicle Types used by the fleet according to the Vehicle Layout Guide.
  • Rhe recommended pressures and pull points for each Vehicle Type and Axle Type.
  • What tire sizes are used by the Vehicles
  • The brands of tires used by the Vehicles
  • The brands of retreads used by the Vehicles

How to:

1. Select the Fleet/Branch you'll be working with on the main menu bar by clicking the search button to the right of the menu. if the desired Fleet/Branch is already selected proceed to the next step.

2. From the Main menu, select the Parameters option.  The screen may take several seconds to load.

Select and configure the Branch's Vehicle Types

3. Click the Vehicle Types tab.
4. Click the Uncheck All button.
5. Click the Filters button
6. Select the Vehicle Type field in the filter menu.
7. Check the boxes next to the desired Vehicle Types that appear on the menu
8. Click the Add Filter button.  The number of layouts you checked should now appear on the list on the left side of the screen.  If you made a mistake, press the Clear button and repeat step 9 and 10.

9. Click the Process button.  The Vehicle Types screen will be displayed only containing the Vehicle Types you have selected.

10. Click the Check All button within the Vehicle Types tab.  A checkmark will be placed on every record listed.

11. If All of the Vehicle Types listed obey the same settings for recommended Air Pressures and Pull Points, use the Standardize button, and enter the information accordingly.  The information you enter will apply to all of the Vehicle Types listed.  This function can save a lot of time.

If there are differences in recommended pressures and/or pull points for the different vehicle types do NOT use the Standardize function, instead replace the data in each of the Air Pressure, Pull Points, Road Calls, and Number of Spare fields with the desired settings.

12. Click the Save button that is located within the Vehicle Types tab.

Select the Products (Tires) you may find at the Branch

13. Click the Products tab
14. Click the Uncheck All button
15. Click the Filter button
16. Select the Size field in the filter menu
17. Check the boxes next to the desired tire Sizes that appear on the menu.  Make sure to always include size XXXX [Generic Size]  in your selection.
18. click the Add Filter button.  Only the sizes you have selected will now be displayed on the menu.  If you made a mistake, press the Clear button and repeat step 17 and 18.
19. Click the Make field in the filter menu
20. Check the boxes next to the desired tire Manufacturers that appear on the menu.  Make sure to always include make XX [Undefined].  If you made a mistake, press the Clear button and repeat steps 17 thru 20.
21. Click the Process button.
22. Click the Check all button within the Products tab.  A checkmark will be placed on every record listed.
23. Click the Save

Select the Retread Designs you may find at the Branch

23. Click the Retread Designs tab
24. Click the Uncheck All button
25. Click the Filter button
26. Select the Make - Retread field in the filter menu
27. Check the boxes next to the desired Retread Manufacturers that appear on the menu.  Make sure to always include the XX [Undefined] code.
28. Click the Add filter button.
29. Click the Process button
30. Click the Check All button within the Retread Designs tab.  A checkmark will be placed on every record listed.

Usually there is no need to review the other tabs as the information on those tabs generally does not change, but feel free to browse and make any modifications you feel necessary.

More about this function:

Branch Profile Parameters are shared across all users of the Survey Web application.  If one user has already created parameters for a given Branch you may use those parameters if you will be inspecting vehicles at a given Branch.  You may also copy one Branch's parameters to another Branch if you believe the settings would be identical or at least very similar.

There are many ways of accomplishing this task. The instructions below are generally to configure parameters for a Branch that you have just created and know only some basic information, such as the information above. You will end-up with more records than you need, and over time you can fine-tune these parameters.

Another term used for this function is Branch Profile Parameters.  The objective of this function is to save the rules and information that are particular to a Fleet's Branch, which will facilitate the electronic inspection process, obey the fleets determination for the data analysis and make the projections and information on reports more accurate and trustworthy when presented.

The following category of Parameters may be configured for each Branch:

1. Vehicle Types (Recommended Pressures, Pull Points, Number of Spares, Estimated cost of Road Calls, Export)
2. Products (Price, Casing Values, Export)
3. Retread Designs (Export)
4. Retreaders (Export)
5. Tire Inspection Reports (Importance, Priority, Action, Utilization, Chance of Provoking a Road Call, Export)
6. Vehicle Inspection Reports (Importance, Priority, Excessive Tread Wear, Export)
7. Scrap Reports (Export)
8. Matching Tolearances (Tread Depth)
9. Retread Prices (Price)
10. Air Pressure Classifications (Very Low, Low, Normal, High and Very High pressure classification)
11. Defaults (Several, usually not necessary to make modifications here)