The TMHNA Fleet Team has completed developing the TMH Fleet Dealer App in PowerBI and User Management/Security. Staff Master Roles will be used to maintain users in the environment, which will be updated every Monday.
The TMH Fleet Dealer App will launch on Tuesday, September 16, and includes the new Fleet Dealer Scorecard.
The following roles in Staff Master will automatically have access to the Fleet Dealer App in PowerBI, but will not receive all Fleet reporting.
| Assistant Service Manager | Branch Manager | CSS Manager |
| CSS Representative | Customer Care Advocate | Dealer Principal |
| Dispatcher | Fleet Administrator | General Manager |
| Operations Manager | Parts & Service Contact | Parts Manager |
| Rental Manager | Sales Coordinator | Warranty Manager |
| Service Manager | UIO Administrator | VP Sales/Operations |
Note: Individuals may hold more than one role in Staff Master
All fleet reporting will transition to a similar structure starting Wednesday, October 1, and will be based on roles in Staff Master.
Below is the list of roles that will create the Fleet Reporting distribution list.
|
PM Service Manager Service Dispatch Fleet Admin UIO Admin |
Work Order Management Service Manager Service Dispatch Fleet Admin Dispatcher |
Returned/Denied Invoice, EDI Error Fleet Admin Service Managers Part Managers |
|
T360 Equipment Fleet Admin Service Managers |
Retail Shipment Reminder Fleet Admin Sales Coordinator Warranty Admin. |
Equipment Recon Fleet Admin UIO Admin |
|
New Customer Launch Report Branch Manager VP Sales/Operations Fleet Admin Operations Manager General Manager Service Manager Assist Service Manager Rental Manager Accounting Manager |
XPO Work Order MNGMT/Invoice Report Fleet Admin Service Manager Service Dispatch Operations Manager Asst. Service Manager Parts & Service Contact |
USPS Rentals Rental Manager Rental Contact Fleet Admin |
Please review the above list of reports and update Staff Master roles as needed. To support a successful launch, please have your Staff Master list updated before Wednesday, October 1.
For questions or concerns, please create a Fleet Support ticket or email Zach Whitsitt at Zach.Whitsitt@toyotatmh.com.