In order for an employee to be able to reserve a vehicle, they must be set up as a driver. Additional information can be stored along with their driver's license.
Prerequisites
The person has an entry in the personnel record.
The person presents a valid driver’s license.
Procedure in the FM Portal
Path to the starting point: Infrastructure Building Management - Fleet Management - Vehicle Booking - Self-Driver
Click New.
Select the appropriate person in the Identification section.
Enter the driver's license number.
Click Save.
Select the appropriate driver’s license classes. Entering the correct information here ensures that the person is shown the appropriate vehicles when booking a vehicle.
If necessary, upload a file in the "Driver's License Copy" section.
Click Save.
The self-driver is now created and can reserve a vehicle.
Tip: The Verification section indicates whether the person associated with this self-driver permission can book vehicles. A note helps when changing this status.
Tip: Under Infrastructure Building Management - Fleet Management - Vehicle Booking - Reports - Checking Booking Authorization for Individuals, you can also verify whether a user is authorized to book vehicles and find out the reason if this is not the case. For an employee to be allowed to reserve a vehicle, they must be set up as a self-driver. Additional information can be stored regarding their driver’s license.