Welcome to the Fleet Complete

eBook Series
FC INSTALL FOR FC HUB – WEB APPLICATION

Date: 01.29.24
Author: Sharon Dhesi
 Table of Contents
How to use this eBook FC Install for FC Hub
This online format enables you to locate
topics of interest by using a dynamic table FC Install Web Module
of contents.
How to – Access FC Install
1. To access a topic, click a blue
underlined hyperlink. How to – Enable FC Install for Users
2. To return to the Table of Contents
page, click the Grey Book icon that is
located in the upper right corner of New Task
every page.
How to – Add a New Task
Tip!
You can also press the CTRL and F keys at How To – Add a New Task cont’d…
the same time to perform key word
searches. How to – Add a New Task cont’d…

How to – Add a New Task cont’d…

How to – Search, Sort and Filter Tasks

How to – View Tasks

How to – Assign Tasks

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 Table of Contents

Let's review the FC Install module for FC Hub

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 Table of Contents

FC Install Web Module

The FC Install module in FC Hub displays all self-installation tasks completed from the FC Install mobile app. It allows you to
view the details of each install, such as asset details, and device serial numbers for device swaps.
From the Tasks tab of the FC Install module, you can view the details of a Task, and Search, Sort and Filter Tasks.
It also allows you to add a New Task and assign it to a Resource. A New Task can be a New Install of a fleet tracker device or a
Vision camera, or a Device Swap, where an existing device needs to be removed and replaced with a new device. This can help
you prepare your installation tasks in advance. When a Task is assigned to a resource, it will be available in the FC Install
mobile app.

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 How to – Access FC Install
Table of Contents

➢ If you have Administrator access to FC Hub, you will automatically have access to FC Install when the module is enabled for your fleet.

➢ Follow the steps below to

access the FC Install module:

1. Log in to FC Hub

2. From the Navigation

Panel on the left-
hand side, click
FC Install

Step 2

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 How to – Enable Install for Users
Table of Contents
➢ The FC Install Module is automatically enabled for the system Administrator role. Administrators can grant other users access to the FC
Install web module and FC Install mobile app by enabling it for a role.
➢ Follow the steps below to enable Install for
users:
Step 3
Step 5
1. Log in to FC Hub

2. From the Navigation Panel on the left-

hand side, click the Settings module

Step 2 3. Select the Roles tab from the top

4. From the list of Roles, select the desired

Role name
Step 4
Step 6 5. Or to add a new Role click the + button

Step 7 6. From the Permissions section, click the

toggle button to enable FC Install
Step 8
7. Add a tick next to Manage Tasks
Mange Tasks: provides access to the web module. and/or Work on Tasks
Work on Tasks: provides access to the mobile app and allows users to perform installations.
8. Click the Save button

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 Table of Contents

Let's review how to Add a New Task in FC Install

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 How to – Add a New Task
Table of Contents

➢ The Tasks tab of the FC Install module allows you to add a new Task. A new Task can be a New Install, Device Swap or Device Removal of a
fleet tracker or Vision camera.
➢ Follow the steps below to add a New Task:
Step 3
1. Log in to FC Hub

2. From the Navigation Panel on

the lefthand side, click FC Install

3. To add a New Task, click the Plus

button

Step 2

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 How to – Add a New Task cont’d…
Table of Contents

➢ The Task Information section allows you to add details about the New Task. Including Task Name, Due On, Status, Assignee, Location and a
Description of the Task.
➢ Follow the steps below to add a New Task:

4. From the Task Information section, type in

Steps 4-7
the Name of the task (make it clear as
possible; this will help with reports and
when viewing the task on the mobile app)

5. In the Due On field, click the Calendar icon

and select a due date (choose the date the
installation needs to be completed, this will
help to organize the workload)

6. Click the Status drop-down arrow to mark

the task as Assigned or Unassigned

7. If the Status of Assigned was selected, from

the Assignee field select the desired
Resource (this will ensure the task will be
visible to the installer in the mobile app)

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 How to – Add a New Task cont’d…
Table of Contents

➢ The Location of the task allows you to identify where the task needs to be completed. The Description field can be used to add any specific
instructions that are related to this task, for example to notify the installer about the device serial number for the device swap.
➢ Follow the steps below to add a New Task:

8. Type in the Location for the Task

(specifying where the installation needs to
be performed, this will help the installer
plan their day in advance)

9. Type in a Description for the task (ie.

Steps 8-9
instructions related to the task)

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 How to – Add a New Task cont’d…
Table of Contents

➢ The Installer Details section allows you to view details about the Install that was completed by the installer from the mobile app. Including
New Device Serial/IMEI, Existing Device Serial/IMEI, VIN, Asset Name, License Plate and Snapshot information.

➢ Follow the steps below to add a New Task:

10. From the Installer Details section,

view the information that was
populated by an installer from the
mobile app when the task was
completed

Step 10

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 How to – Search, Sort and Filter Tasks
Table of Contents

➢ The Tasks tab allows you to Search, Sort and Filter to easily locate Tasks.

➢ Follow the steps below to search,

Step 3 sort and filter Tasks:

1. Log in to FC Hub
Column Headers
2. From the Navigation
Panel on the left-
hand side, click FC Install

Step 4 3. Type in the Search field, or

use the Time Period,
Assignee, or Status drop
downs to filter Tasks
Step 2
4. View the Search/Filter
Results from the Tasks list

➢ Most of the columns can be sorted by selecting the column header. Sort in the opposite direction by re-selecting the column header.
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 How to – View Tasks
Table of Contents

➢ The Tasks tab provides you with a list of Tasks. This is where you can view the details of each task.

➢ Follow the steps below view the

details of a Task:

1. Log in to FC Hub
Step 3
2. From the Navigation
Step 4
Panel on the left-
hand side, click FC Install

3. From the Tasks list, click

the desired Task

4. View the details of the

Step 2 selected Task

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 How to – Assign Tasks
Table of Contents
➢ From the Tasks tab you can assign a Task to a Resource. When a Task is assigned to a Resource, it will be available in the FC Install mobile
app from the Tasks module.
➢ Follow the steps below to assign a Task
to a Resource:

Step 4 1. Log in to FC Hub

Step 5
2. From the Navigation Panel on
Step 7 the left-hand side, click FC Install
Step 6
3. From the Tasks list, click the box
of the desired Task

4. Click the Person icon

Step 2 5. From the pop-up window, click

the drop-down arrow and select
the desired Resource

6. To Change the Due Date select

Step 3 the corresponding box and select
a new date

7. To assign the Task to the selected

➢ The Assignee column will display the Resource name that the Task is assigned to. Resource, click the Assign button
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Thank You!

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