Are you a CARSYNC user and would like to create a new vehicle order as a process for a new driver? We will show you in a few steps how to create, manage and edit this process.
1. Log in
First you have to log in to our CARSYNC portal. To do this, use the e-mail address you selected for registration and the personal password as individual access data.
2. Create a new driver
First select the menu item "Driver" in the left-hand side menu. You will get an overview of all existing drivers, where you can filter by "Name", "Status", "Organisation" and "Disciplinary Supervisor". Click on the green button "New driver".
A pop-up window will now open in which you can enter the relevant information for your new driver. You can read the exact process for creating a new driver in this article.
3. Create process "vehicle requirement
Once the new driver has been created, select the menu item "Process control" in the left-hand side menu. Here you will get an overview of all running processes (status "Open" or "Completed"). You can find more information on process control in general in this article. To create the new vehicle order as a process, click on the green button "Create new process".
Now a pop-up window opens. Here you can select the option "Driver" in the drop-down menu under the item "Process type". In the next step, enter the name of the driver (in your case, the newly created driver). Furthermore, you can select an agent of the process within your organisation under the area "Agent". In the last step, select the option "Vehicle Order Leasing" under "Process". Then click on the green button "Create".
Now the newly created process for the vehicle order of your newly created driver appears in your process overview under "Information vehicle requirement".