Leveraging Mobility to Empower Procurement: CAM Receive and Inspect App

Are you tired of receiving clipboards and forms from your staff that have smudges, rips, missing information or inaccurate or irrelevant data? Paper forms are a way of the past: modern fleet management systems rely on comprehensive data systems with the ability to integrate into other important platforms, like fuel or motor pool management. One such integration is Capital Asset Management (CAM), the platform to monitor fleet life-cycle cost analyses, ERP integrations, procurement, disposal and more.

The call for modernization and powerful mobile solutions was heard loud and clear. The all-new CAM Receive and Inspect App is here to make your asset procurement and reception streamlined, accurate, efficient and comprehensive. Let’s review the information below to see how it all breaks down:

Fleet Manager:

In this walkthrough example, a fleet manager will use CAM to analyze fleet makeup and determine that some vehicle assets should be retired due to increasing maintenance costs. As a result, an order is placed to purchase new vehicles and they will be delivered later that day.

Fleet Manager receives the Assets:

(Miraculously) the vehicles arrive on time and now need to be checked in. As stated before, this would typically be done through a paper process, but with the CAM Smart App: Receive and Inspect, the process can be completed with a mobile device. The Receive and Inspect App can run on a tablet or a phone and connects through a Wi-Fi connection which enables the Fleet Manager to go directly to the assets to verify that each asset is correct.

receive and inspect

So, what exactly can you do with the app?

Once logged in, the Fleet Manager’s location is set so that they can accurately receive, inspect and accept or reject the assets that they are reviewing. The assets will need to be received in the app first before they can be inspected. CAM’s integration with the app allows the identifying information from the Purchase Order to transfer over to the app. This allows the Fleet Manager to select the exact asset they are receiving from a list. He simply inputs the serial number of the asset and selects the date of when it was received. Once he hits submit, it will show up on CAM’s Accept/Reject screen. At this point, he will receive a message in the app that it was completed successfully, and they will now be brought back to the list of assets, unless there are multiple serialized assets. If this is the case, he can then continue to receive those. The information is then stored in the Accept and Receive screen within CAM.

receive and inspect

So, what does the Fleet Manager do next?

Once the Fleet Manager has received the asset, he can verify it is the correct asset, inspect it and record specific attributes.

receive and inspect

Now that the asset has been received, he can choose either “Inspect” or “Reject,” and he can select each asset and verify the asset is correct. Thanks to the immense customizability of CAM, the Fleet Manager can use one of his organization’s custom checklists to inspect the condition of the asset. From this workflow, he will also be able to review and record all of the asset’s attributes. Before finishing inspection, an additional open-text field will appear for any relevant notes. Once he has completed the steps and accepts the asset, he will be prompted to sign and submit the inspection.

It’s important to note that the fleet manager could also choose to reject the asset based on the prior steps and give the appropriate rejection codes, as well as any relevant notes, for why the asset was rejected.

Once the assets have been accepted and inspected, the information is sent to his fleet management software. This entire process is completed without any paperwork and seamlessly between the CAM Smart App and the CAM software.

Want to ditch your paper forms and leverage mobile solutions to empower your fleet management? Schedule a free, custom demo:

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2019-10-03T10:46:21-04:00