Transcript (SFCP) Storyboard PowerPoint Presentation - SuperFleet

Welcome to
SuperFleet Manager
“Taking your fleet fueling to the next level”
This is the User Registration Page.
Complete this page to register your user name and password
and begin using SuperFleet Manager.
You will need to review the Terms of Use and Privacy
Statement before your registration can take affect.
This is the Login Page.
This is where you will always start your SuperFleet Manager
session. Enter your user name, current password, and click
the Login button.
“Remember to bookmark this page so you can have the
quickest access to taking control of your SuperFleet
program.”
If you want to review
your User Profile, just
click on your name.
Under the SuperFleet logo, you will
find the navigation bar. Clicking on a
tab will take you directly to that
information for your account. [The
navigation bar is available on every
page and is your quickest way to
move about the site.]
This is the SuperFleet Manager
Welcome Page.
From here you can quickly get to every
thing you need to manage your
SuperFleet program.
At the bottom of the page you will find links to the
online Help, Frequently Asked Questions (FAQ), our
Privacy Statement, the Terms of Use for this site,
How to Contact Us, and the Site Map. [These links
are available on every page and are your quickest
way to get answers to your questions about using
SuperFleet Manager.]
If you wish to change
your password, just click
the Change Password
link.
This is your User Profile Page.
If your email address, mailing
address, or phone numbers change,
you can update that information
here.
If you are an admin user, you will
also see the User Management link
which will allow you to manage
the other users for your account.
This is the Change Password page.
If you want to change your password, you just need
to enter your new password here. [You are asked
to enter it twice to make sure you didn’t miss type
it the first time.]
Your password is good for 30
days. SuperFleet Manger
will prompt you to change
your password after you
have logged in with an
expired password.
If you want to change the initial
roles assigned to the new user,
clicks on the View Roles link
the Create
New User
If you want to reset a user’sbeside
password,
click on
Edit. This will allow you to enter a newButton.
password
for the user. Once the user logs in using this
password, he will be asked to change it before he
can proceed.
Then click the Submit button, the
system will ask you to verify that you
want to remove the selected user. If
you respond OK, that user will no
longer have access to SuperFleet
Manager.
To remove a user, you check the
delete box on the line with the user
id to be removed.
If you create a new user, he will
automatically be set up as a Regular
User with read only access to all of
your accounts data within
SuperFleet
Manager.
SuperFleet
This is the User
Management
page.
Manager
will send
a
If you are an
Admin user,
you him
will have
registration
whichto
hecreate
will
access to this
page and email
be allowed
need
to
respond
to
in
order
to
new user, remove users, and change the set
up his
user name
password.
roles
assigned
to each
user. and
If you
want
to review
or change
a user’s assigned
roles, click view roles and you will be taken to the
Roles page for that user.
Every account must have a Primary Admin
User. There can be only one Primary Admin
user per account. The user designated as the
Primary Admin User can not be deleted. To
change the assigned Primary Admin click on
the box beside the user you want to set as the
Primary Admin User.
•Admin users can make changes to
what other users can do
•Regular users can access the
account information but can not
change what they or other users can
do
This is the Roles page.
The buttons to the right of each role
controls whether the user can change
data associated with that role or can
only view it.
The button to the left of each
role controls whether or not
this user can access this area
of SuperFleet Manager.
If you are an Admin User you will
have access to this page and can
use it to control which SuperFleet
Manager capabilities you extend to
each user.
You can sort the search results by
clicking on any heading field.
(example – to sort this data by
number of cards click the Cards
heading)
The Download link will allow you
to download all of the account
information for your linked
accounts into a spreadsheet.
The Print Friendly link will
If you want to see the accounts information,
click on the account number.
create a printer friendly image
of the table listed on this page
so that you may create a hard
copy of this information.
If you want to go directly to the card
information for an account, click on
the number of cards link for the
desired account.
This is the Accounts Page.
If you are managing linked accounts, you will
have access to this page and it will allow you to
select which account you want to work with.
If you are not managing linked accounts, you will
go directly to the Account Detail page for your
assigned account when you click the Account tab.
In this section you will see the
current setup information for
this account.
When this field is “PROMPTED”, the
hyperlink will take you to the Driver
ID data for this account.
The Master Account field allows
any Admin User for an account
to let users on another
SuperFleet account have access
to the information for his
account.
This is the Account Detail page.
It shows the information about the
account. Primarily the data on
this screen is for information
purposes only and requires a
SuperFleet Customer Service Rep
to make any changes.
If you are an Admin user,
you will be able to add or
delete User Defined Fields.
An Admin user can set up
user defined fields as
needed to allow you to
capture data you want to
associate with your
account.
These are two of the SuperFleet addresses
set up for this account. The Plastic
Address is where any requests for new or
replacement credit cards will be sent.
These are the User Defined Fields
which have been set up for this Data
Group on this account. If you want to
remove one of these fields, click the
delete box and then the Delete button.
You will be asked to verify that you
wish to delete this field and all related
data. If you okay this process, the
field along with any data you have
entered will be removed from the
system.
If you want to create a new field to be
used with a Data Group on your
account, type the name of the field in
the box and click the Add New Field
button. The new field will then be
available on the detail page for that
Data Group and you can begin
capturing the desired information.
When you are finished using
this page, click the Return to
is the Manage User Defined
<Data Group Name>This
Detail
Fields page.
link.
This is where Admin users can create
new fields to be associated with each
data group for their account.
You can sort the search results by
clicking on any heading field. (example
– to sort this data by vehicle id click the
Vehicles heading)
You can limit the cards displayed below by
specifying search parameters. These
parameters
If you click on the location
you work on the “contains”
principle and will return all entries in the
will be taken to the Location
corresponding field which contain the
Detail page for that location.
search string provided.
If you click on the vehicle you
will be taken to the Vehicle
Detail page for that vehicle.
The Download link will allow
you to download all of the card
information for your account
into a spreadsheet.
If you click on the account #
you will be taken to the Account
Detail page for that account.
If you click on the card # you
will be taken to the Card Detail
page for that card.
If you click on the driver you will be taken to
the Employee Detail page for that driver. If
the driver is the word “PROMPTED”, you will
Thisbe
is taken
the Cards
page.
to the
listing of all valid drivers for
this account.
This page lists all of the cards assigned to your
account or all accounts you have master The Print Friendly link will
account access to.
create a printer friendly image
of the table listed on this page
so that you may create a hard
copy of this information.
The Pump Fill Limit field sets a value
that is returned to the Point of Sale
device limiting the dollar limit for a
single fill-up. Each POS has its own
restrictions on this limit and not all
POS’s honor this setting.
This is the card information
maintained by SSA and is
displayed here for informational
purposes only.
The Dollars of Fuel Per Day field sets a
threshold for denying transactions.
Once this card has purchased this
many dollars of fuel or more in a
single 24 hour period (midnight to
midnight), future transactions will be
denied.
The Odometer Variance is used in
conjunction with Odometer
Prompting. If this value is non-zero
and the odometer reading entered
for the current transaction exceeds
the previously entered odometer
reading by more than this amount,
the current transactions is denied.
The second time the odometer
reading is entered, this value is
ignored and the transaction is
If you are an Admin user,
allowed to proceed.
you will be able to add or
delete User Defined Fields.
The Days of the Week fields
designate on which days this
card can be used. YES allows the
card to be used. NO denies the
usage of this card on this day of
the week.
This is the Card Detail page.
It show all of the information
applicable to a single card on
your account.
The Work Day Start and End Time
fields controls the hours during
The the
Gallons
Per Day
field
sets
day when
this
card
canabe
threshold
for
denying
transactions.
The
Dollars
of Non-fuel
Perblank
Day field
used.
If both
fields
are
or
Once
this
cardcard
hasfor
purchased
this
sets
a
threshold
denying
zero,
the
can
be
used
at
all
The Transactions Per Day field
many
gallons
orOnce
more
in acard
single
24
transactions.
has
hours
of the
day. this
indicates how many times this
hour
period (midnight
to
midnight),
purchased
this
many
dollars
of
noncard can be used in a 24 period
future
transactions
will be
fuel or
more in a single
24denied.
hour period
(midnight to midnight).
(midnight to midnight), future
transactions will be denied. [If this
card is not allowed to purchase nonfuel items,
An Admin user can set up user defined
fields this setting does nothing.]
as needed to allow you to capture data you
want to associate with your cards.
You can sort the search results by
clicking on any heading field.
(example – to sort this data by user
id click the User ID heading)
You can limit the employees displayed
below by specifying search parameters.
These parameters work on the
“contains” principle and will return all
Click on the Drivers link toentries in the corresponding field which
see all of the driver ids contain the search string provided.
assigned to this account
Click on the Add Employee
link if you want to create a
new Employee Detail record.
This is the Employees page.
Click on the employee id to go to
the Employee Detail page for this
employee.
It lists all employees assigned to
this account or all linked
accounts if you have master
account permissions.
The Download link will allow
you to download all of the
employee information
for your link will
The Print Friendly
account intocreate
a spreadsheet.
a printer friendly image
of the table listed on this page
so that you may create a hard
copy of this information.
The employee’s status field can
only be maintained by an admin
user. An employee can be either
active or inactive. If an
employee is marked as inactive,
his user and driver id are no
longer valid.
You can populate this field
with any value you choose.
This is your own unique
identifier for each employee.
The employee’s name fields will
contain the values entered at
registration if this employee was
set up as a SuperFleet Manager
user. These are the same fields
that appear on the user’s profile
page.
If an employee has been
assigned to a card, vehicle,
and/or location, you can use the
drop down box to select the
appropriate values here.
If you are an Admin user,
you will be able to add or
delete User Defined Fields.
The employee’s email address
fields will contain the value
entered at registration if this
employee was set up as a
This is the
Employee
SuperFleet Manager
user.
This is
Detail
page.
the same field that
appear
on
the user’s profile page.
The information here is
aboutphone
a single
employee
The employee’s
and
fax
and
as
applicable
shows
number fields are the same fields
Manager
that appearthe
on SuperFleet
the user’s profile
User ID and SuperFleet
page.
Driver ID for this
employee.
The user id field will contain the
value entered at registration if
this employee was set up as a
SuperFleet Manager user.
The drive id and name fields are
used in conjunction with driver
prompting. [Please refer to the
Driver Page for more details
about these fields.] If this field
is blank, you can create a new
driver
id by
An Admin user can set up user defined
fields
asfilling it in. If it has
you can
needed to allow you to capture datavalue,
you want
to remove a driver
id by blanking this field.
associate with your employees.
You can sort the search results by
clicking on any heading field.
(example – to sort this data by driver
name click the Driver Name heading)
Driver ID’s are numeric fields no longer
than 10 digits. This value is input on a
keypad in the store or at the pump
whenever a card on this account is set
up for driver id prompting. If the
account is also set up for driver id
validation, the value entered is
compared to all of the values listed
here for the account. If the entered
value does not match one of these
values, the transaction will be denied.
You can limit the drivers displayed below
by specifying search parameters. These
parameters work on the “contains”
principle and will return all entries in the
corresponding field which contain the
search string provided.
If you want to add a new driver id to the
list of valid drivers, click the Add Driver
link.
Driver Name is a free form field which is
used to provide a name as well as a
driver id when reporting transactions
This is the Drivers page.
which prompted for a driver id.
This page shows all of the
driver ids which have been
created for this account. The
driver id is used in
conjunction with driver
prompting. Only Admin Users
can update data on this page.
If you wish to remove a driver id from the
list of valid drivers, check the delete box
and press the Submit button. You will be
asked to verify the delete before the driver
id is removed from the list.
The Print Friendly link will
create a printer friendly image
of the table listed on this page
so that you may create a hard
copy of this information.
The Download link will allow you
to download all of the information
for your linked accounts into a
spreadsheet.
An empty row will be created at
the bottom of the list where you
can input the driver id and name
for the new driver.
This is the Vehicles page.
It lists by
all of the vehicles
You can sort the search results
you
have
set up for this
clicking on any heading field.
account.
(example – to sort this data by year
click the Year heading)
If you click on the account #
you will be taken to the Account
Detail page for that account.
You can limit the vehicles displayed
below by specifying search parameters.
These parameters work on the
“contains” principle and will return all
If you want to add a new vehicle to entries in the corresponding field which
your account, click the Add Vehicle contain the search string provided.
link.
The Download link will allow you
to download all of the information
for your linked accounts into a
The Print Friendly link will
spreadsheet.
create a printer friendly image
If you click on the card # you
of the table listed on this page
will be taken to the Card Detail
so that you may create a hard
page for that card.
copy of this information.
If you click on the vehicle id you
will be taken to the Vehicle
Detail page for that vehicle.
If you click on the location you
will be taken to the Location
Detail page for that location.
This is a unique identifier you set up for
each vehicle on your account. If you are This is the Vehicle Detail page.
prompting for vehicle, this should be a
numeric value so that it can be entered on
It contains information about the
the keypad at the store or pump.
vehicle you set up for your
account.
You can enter whatever you like in the
Vehicle Description, VIN, Year, Make, Model,
License Plate, Registration State, Registration
Date, and Registration Expiration Date. These
fields are not used in the SuperFleet Program
but are captured to help you in managing your
fleet.
If you are an Admin user,
you will be able to add or
delete User Defined Fields.
An Admin user can set up user defined fields as
needed to allow you to capture data you want to
associate with your vehicles.
If this vehicle has been
assigned to a card and/or
location, you can use the
drop down box to select the
appropriate values here.
You can sort the search results by
clicking on any heading field.
(example – to sort this data by zip
code click the Zip heading)
This is the Locations page.
This page lists all the locations
you have set up for your
account.
You can limit the locations displayed
below by specifying search parameters.
These parameters work on the
“contains” principle and will return all
entries in the corresponding field which
contain the search string provided.
If you want to add a new location
to your account, click the Add
Location link.
If you click on the account #
you will be taken to the Account
Detail page for that account.
If you click on the location id
you will be taken to the Location
Detail page for that location.
The Download link will allow you
to download all of the information
for your linked accounts into a
spreadsheet.
The Print Friendly link will
create a printer friendly image
of the table listed on this page
so that you may create a hard
copy of this information.
This is a unique identifier you set up for
each location on your account. If you areThis is the Location Detail page.
prompting for location (dept, charge to),
this should be a numeric value so that it It contains information about the
can be entered on the keypad at the store location you set up for your
or pump.
account.
If want to associate an
employee as the primary
contact person for this
location, you can use the
drop down box to select the
appropriate value here.
[The employee must already
have been set up and
assigned an employee id.]
If you are an Admin user,
you will be able to add or
delete User Defined Fields.
You can enter whatever you like in the
Location Name, County, Address, City, State,
and Zip fields. These fields are not used in the
SuperFleet Program but are captured to help
you in managing your fleet.
An Admin user can set up user defined fields as
needed to allow you to capture data you want to
associate with your vehicles.
Transaction Data is a record of activity
that has occurred at the point of sale
(POS) (store or pump). [Data may be
delayed up to 45 minutes before it is
available to be viewed here.] This data
includes the date, time, card number,
POS location, amount, and if prompted
for, the driver id, vehicle id, location,
and/or odometer. This data will also
Thisofisup
thetoReports
page.
show a breakdown
10 product
codes for the sale.
This is where you can download the
transaction or event log data.
Event Log is a record of all activity that
has occurred to the data in your account
in SuperFleet Manager. This data
includes the date, time, user id, data
group, key fields, field name and both a
before and after image of the
information changed. This includes
additions and deletions.
If you are a Master Account User, you must
select the account you want to create the
card for. If you are not a Master Account
User, this will show your account only.
This is the Request New Card page.
If the account is set up to prompt for
driver
id,account
this field
“PROMPTED”
If the
iswill
set say
up to
prompt for
You
use this page to provide the
and
you
won’t
be field
able
to
enter
aprompt
value
vehicle
id,
this
will
say
If the
account
is set
up
to“PROMPTED”
for
information
here.
If
cards
on
your
account
are
and
you
won’t
be
able
to
enter
a
value
Enter
a
description
here
describing
whatneeded to set up a new
location, this field will say “PROMPTED”
card
for your account.
assigned
to
a
driver,
enter
the
assigned
here.
If
cards
on
your
account
are
product
restrictions
you
wish
applied
and you
won’t
be able tohere
enter
a value to
Enter
a description
describing
what
driver
name
here.
If
you
haven’t
already
assigned
to
a vehicle,
enter
assigned
this
card.
(Examples
– the
Unleaded
Regular
here.
If
cards
onyou
your
account
are
prompting
want
used
whenever
this
done
soOnly,
and
to(Examples
track
your
Vehicle
IDyou
here.
If you
haven’t
already
Fuel
Oil,
No
ICR,
etc.)
assigned
to
aand
location,
enter
the
assigned
card
is want
used.
– Driver,
Vehicle,
employees
via ID
SuperFleet
Manager,
done
soLocation
and
you
want
track
your already
Location
here.
Ifto
you
haven’t
–
Driver,
Odometer
– Trailer,
please
addHub,
this
driver
vehicles
viaand
SuperFleet
please
done
so
you employee.
want
to track your
Charge
To )Manager,
addlocations
this vehicle.
via SuperFleet Manager, please
add this location.
This is the address where your new card
If you have any special instructions you
will be mailed. This is set up for each
would like to communicate to SSA about
account by the SuperFleet Customer
this card, you can
enter
that information
When
you
have
completed
outwe
all
Service Reps and for security filling
reasons,
here.
(Example
– Please call Joe at (xxx)
the
information
on
this
page,
click
the
require you contact them if you need this
to discuss
product restriction
SUBMIT
button andxxx-xxxx
your request
for a new
address
changed.
options before issuing this card.)
card will be processed.
This section is used to define what
Enhanced Fleet Restrictions you wish
applied to this card. (Please refer to the
Card Detail presentation page for detail
information on each of these fields.)
This section shows all new cards
requested over the last 14 days. If you
can not remember whether or not you
had previously requested a particular
new card, you can review this section
prior to completing the information
above.
If you are a Master Account User, you must
select the account you want to create the
card for. If you are not a Master Account
User, this will show your account only.
This is the Update All Cards page.
You use this page to make a mass
change to the Enhanced Fleet
Restrictions for ALL of the cards
assigned to your account.
When you have completed filling out all
the information on this page, click the
SUBMIT button. The system will verify
that you really want to change ALL of your
cards and if you say okay, ALL of the cards
assigned to your account will be changed
to these Enhanced Fleet Restriction
settings.
This section is used to define what
Enhanced Fleet Restrictions you wish
applied to this card. (Please refer to the
Card Detail presentation page for detail
information on each of these fields.)
If you wish a replacement for this card,
check this box and complete the rest of the
form. If you don’t wish a replacement skip
the next three sections and press the
CONFIRM button.
This is the information about the card you
have selected to cancel. Please make sure
that this is the correct card.
This is the Cancel Card page.
You use this page to cancel a card on
The information in the Replacementyour
Card,account.
Restrictions, and Cards will be mailed to
sections are the same asIffor
Request
New
your
card was
lost or stolen, please
Card. Please refer to the use
Request
New Card
the Report
Lost or Stolen page.
for details about completing these sections.
If you wish to continue to use this card
until you receive a replacement card,
please use the Replace Card page.
Once you press the CONFIRM button
and verify the cancellation, you will no
longer be able to use this card.
When you have completed filling out all
the information on this page, click the
CONFIRM button and your request to
cancel this card will be processed.
Please select whether you are
reporting a lost or stolen card.
The information in the Replacement Card,
Restrictions, and Cards will be mailed to
sections are the same as for Request New
Card. Please refer to the Request New Card
for details about completing these sections.
This is the Replace Lost or Stolen Card
page.
You use this page to report a card on your
account as either lost or stolen.
This is the information about the card you
have selected to report as lost or stolen.
Please make sure that this is the correct card.
If you are aware of or suspect that there
has been fraudulent activity on this card,
please provide us with the details here
including someone we can contact if we
need more information.
If you wish a replacement for this card,
check this box and complete the rest of the
form. If you don’t wish a replacement skip
the next three sections and press the
CONFIRM button.
When you have completed filling out all
the information on this page, click the
CONFIRM button and your request to
report this card as lost or stolen will be
processed. The system will cancel this
card and it will no longer be usable.
The information in the Replacement Card,
Restrictions, and Cards will be mailed to
sections are the same as for Request New
Card. Please refer to the Request New Card
for details about completing these sections.
This is the Replace Card page.
You use this page to request a
replacement for a card that you want to
continue to use until the new card arrives.
This is the information about the card you
have selected to report as lost or stolen.
Please make sure that this is the correct card.
When you have completed filling out all
the information on this page, click the
CONFIRM button and your request to
replace this card will be processed. The
current card will continue to be usable for
60 days.