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User Roles Demo

STEP 2
Understanding User Roles

To successfully get started with Uptime, it is important for you to understand the User Types. Each User Type carries different privileges.
Below are easy to follow guides. Please feel free to download and reference these guides during today’s demo.
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USER TYPE GUIDE

FLEET MANAGER

  • FM Role Carries the Broadest Functionality; Including All of the Privileges Listed Below and the Ability to Add/Delete Users, Vehicles, and Body Shops.

  • Review/Download Standard Fleet Reports.

  • Submit Customized Reporting Requests.

RISK MANAGER

  • View Damages and Reported Injuries from Scene.

  • Approve/Deny Internal Incident Reports.

  • Electronically Request, Review, Compare, and Select Estimates.

  • Approve/Deny Requests for Payment Authority.

  • Approve/Deny Pending Supplements.

  • View Repair Status and Estimated Repair Completion Date.

  • Securely Chat with Internal Departments and External Vendors.

  • Run Total Loss and Performance Reports.

  • Request Additional Documentation for Payment Authority.

  • Submit Customized Reporting Requests.

FLEET FOREMAN

  • Create New Damage Summary Reports via the Uptime Mobile App.

  • Electronically Request, Review, Compare, and Select Estimates.

  • Approve/Deny Pending Supplements.

  • View Repair Status and Estimated Repair Completion Date.

  • Securely Chat with Internal Departments and External Vendors.

  • Approve/Deny Repair Quality.

  • Send Notification to Operator (O) once the Vehicle is Repaired.

  • Run Total Loss and Performance Reports.

OPERATOR (DRIVER)

  • Create New Damage Reports via the Uptime Mobile App.

  • Create and Submit Internal Incident Reports.

  • Request Incident Report Approval.

  • Upload Additional Photos of Damage and Scene.

  • Securely Chat with Internal Departments.

  • View Repair Status and Estimated Repair Completion Date.

  • Receive Electronic Notification when Vehicle is Ready for Pickup.

BODY SHOP / APPRAISER

  • View New Repair Jobs Electronically.

  • Upload Repair Estimates and Supplements.

  • Upload Supporting Invoices and Photos.

  • Update Vehicle Pickup Date.

  • Track Repair Status and Estimated Completion Date.

  • View Driveable vs Non-Driveable Status.

  • Send Requests for Payment.

  • Securely Chat with Internal Departments.

POLICE ADMIN / SUPERVISOR (OPTIONAL)

  • View Damage and Incident Reports.

  • Manually Integrate Internal Report Data with Existing System to Create an “Official” Police Report.

  • Upload “Official” Police Reports.

  • Securely Chat with Internal Departments.

©2023 SHzoom Technologies, Inc. All Rights Reserved.
SHzoom.com
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