Who this guide is for
Fleet manager and transport coordinator.
A case, step by step
V-03 has an inspection due within 30 days and a delivery on the proposed date. Coordination assigns another van before confirming the appointment.
Fictional example for working through the process; not a customer result.
What to do in each situation
- Inspection falls within the alert window.
- Open an appointment task with an owner and deadline.
- The appointment overlaps an event.
- Reschedule transport before confirming.
- No inspection date is recorded.
- Complete the data; a date filter will not find that record.
- The result requires further work.
- Refer to the fleet manager to decide availability and the next action.
Before you call it done
Check off what you have reviewed. Checks last only while this page is open.
Your working toolkit
Your control sheet
Start with this example record. The PDF includes a blank worksheet to apply the procedure with your team.
| Field | Filled example |
|---|---|
| Vehicle | Van V-03 |
| Due date / appointment | October 30 / October 20 at 09:00 |
| Affected job | Delivery EV-204 |
| Alternative / owner | V-05 / transport coordinator |
A message you can adapt
[Vehicle] has an inspection due on [date]. Appointment: [date/time]. Affects [job]. Alternative: [vehicle]. Owner: [person].
Replace the fields and check the facts before using it. This page does not send messages.
How to tell if it is working
- Inspections with an appointment
- Vehicles nearing inspection with a confirmed appointment / vehicles found.
- Date completeness
- Active vehicles with a recorded date / active vehicles.
These measure your process; they are not guaranteed improvements from using the template.
From procedure to your Filmo workflow
The guide above is a working method for your team. The catalog describes the intended automation, but Filmo's help lists Workflows as coming soon. Check access in your account before planning activation; downloading the guide does not activate the workflow or carry out the decisions in the procedure.
- Start
- Scheduled time arrives
- Scope of this template
- Find active vehicles with inspections due within 30 days. Notify fleet and open an appointment task only if results exist.
- Before activation
- Configure recipients, connections, conditions and permissions. Try one case that should act and one that should stop. Review results before enabling sends or document changes.
Does this guide define inspection obligations?
No. It organizes follow-up of recorded dates. The owner must confirm the requirements applicable to the vehicle.