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[ADD] Fleet: Odometers Report
closes odoo/documentation#15987 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@@ -489,6 +489,8 @@ This section may be left blank if they do not require any work permits or visas
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Typically, an employee needs either a visa *or* a work permit, not both. For this reason, only
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one document can be added to the :guilabel:`Document` field.
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.. _employees/location:
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Location
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--------
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@@ -496,7 +498,7 @@ This section is visible for all employees, and does not require any other apps t
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this section to be visible. Enter the following information in this section:
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- :guilabel:`Private Address`: Enter the employee's home address in this field.
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- :guilabel:`Home-Work Distance`: enter the number, in miles or kilometers, the employee commutes to
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- :guilabel:`Home-Work Distance`: Enter the number, in miles or kilometers, the employee commutes to
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work, in one direction. The unit of measure can be changed from kilometers (:guilabel:`km`) to
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miles (:guilabel:`mi`) using the drop-down menu. This field is only necessary if the employee is
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receiving any type of commuter benefits or tax deductions based on commute distances.
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@@ -11,3 +11,4 @@ Fleet
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fleet/service
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fleet/accidents
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fleet/cost_analysis
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fleet/odometers
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69
content/applications/hr/fleet/odometers.rst
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69
content/applications/hr/fleet/odometers.rst
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@@ -0,0 +1,69 @@
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========================
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Odometer analysis report
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========================
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The **Fleet** app allows for analysis of all odometer readings logged in the system, which managers
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can use to determine the use, in terms of mileage, of their vehicles.
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This information can aid in decision making when determining which vehicles to add to the fleet, or
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which vehicles to retire. Additionally, this information can assist when performing routine audits,
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ensuring vehicles used adhere to company policy, and accurate records are being kept.
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For the *Odometer Analysis* report to deliver reliable, meaningful insights, ensure odometer
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readings are updated regularly for every vehicle. Typically, odometer values are updated when a
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vehicle is :ref:`added to the fleet <fleet/new_vehicle/general-info>`, and when any :ref:`services
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<fleet/service-form>` are performed on a vehicle.
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.. note::
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Many companies follow internal policies for routine odometer updates. For example, delivery
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trucks may require weekly odometer reporting, while employee vehicles might only need to report
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mileage on a monthly basis.
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.. _fleet/odometers/total-costs:
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Monthly odometer values
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=======================
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To view the *Odometer Analysis* report, navigate to :menuselection:`Fleet app --> Reporting -->
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Odometers`. The default report shows a line chart of the odometer values, grouped by month, then
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vehicle category.
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The mileage shown is the odometer value *per month*, not the :ref:`total accumulated mileage
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<fleet/odometers/by-vehicle>` each month. This report allows managers to see which vehicle
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categories are being driven the most on a monthly basis.
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The data in this report may aid managers when performing audits, since the data from this report can
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be compared to the expected mileage, such as round trip distances for repairs or deliveries. This
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may help ensure vehicles are not being used for non-work purposes. Additionally, the total mileage
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driven for employee vehicles may be compared to the expected mileage according to the
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:ref:`home-work distance <employees/location>` configured on employee records.
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.. example::
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In this report, it is possible to determine that the *Delivery Trucks* have both the highest and
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most consistent mileage, month to month.
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.. image:: odometers/odometers-monthly.png
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:alt: The total odometer value per month for all vehicles.
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.. _fleet/odometers/by-vehicle:
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Total odometer values
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=====================
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To view the total odometer value for all vehicles in the fleet, open the *Odometer Analysis* report
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by navigating to :menuselection:`Fleet app --> Reporting --> Odometers`. Click on the
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:guilabel:`Measures` button, and select :guilabel:`Odometer Value` from the drop-down menu.
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This presents all the odometer values, grouped by month and category. This allows companies to learn
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which vehicle type logs the most miles, and is therefore on the road or in use the most. This
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information may aid managers in determining which vehicles add the most value and should be kept,
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and which vehicles should be retired.
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.. example::
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In this report, it can be determined that the *Delivery Trucks* (the blue line in the graph)
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drive the most miles each month, more than double the combined mileage of the other vehicles. The
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*Repair Vans* and *Employee Cars* both drive a comparable amount of miles each month, with
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*Employee Cars* logging slightly more miles, overall.
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.. image:: odometers/odometer-total.png
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:alt: The odometer report showing total odometer values, by month and category.
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