Review the Help Files for Road Service Manager below, or Click Here to Login

 

Road Service Manager Help Files
 
 

     - Look at a Specific Breakdown

 
 
 

     - Breakdown Search

 

 


LOGIN - FAQ:
TO GAIN ACCESS TO THE "ROAD SERVICE MANAGER" AND VIEW YOUR BREAKDOWNS - YOU MUST:
1. BE SET UP WITH CDI AS A CUSTOMER
2.YOU MUST HAVE AUTHORIZATION FROM YOUR COMPANY FOR ACCESS
   (THE MAIN CONTACT LISTED WITH CDI IS WHO CAN GET YOUR ACCESS SET UP)
3. TO RECEIVE YOUR LOGIN, EITHER CALL OR EMAIL:
    DANA MCFLETCHER 800-492-8125 EXT. 202, DMCFLETCHER@CDISERVICES.CC
    STEVE BREEN 800-492-8125 EXT 200, SBREEN@CDISERVICES.CC
NOTE:  LOGIN NAMES AND PASSWORDS ARE NOT CASE SENSITVE

ROAD SERVICE ADVISOR - FAQ
THIS PART OF THE CDI SITE ALLOWS THE USER TO VIEW AND PRINT BOTH CURRENT AND PAST BREAKDOWN INFORMATION.  THE INFORMATION AVAILABLE TO EACH USER IS DEFINED BY THE MAIN CONTACT ON YOUR ACCOUNT. 
MEANING; A CORPORATE FLEET DIRECTOR WOULD HAVE ACCESS TO ALL HIS LOCATIONS BREAKDOWNS, HIS REGIONAL DIRECTORS ONLY TO THEIR SPECIFIC REGIONS AND EACH TERMINAL ONLY TO THEIR UNITS.
THE MAIN MENU INCLUDES THE FOLLOWING OPTIONS:
 

SEARCH ACTIVE BREAKDOWNS - FAQ
THIS ALLOWS THE USER TO SEARCH ACTIVE (ONGOING) BREAKDOWNS AND LETS YOU COMMUNICATE 'LIVE-ON-LINE" WITH CDI WITH THE ADD A NOTE FEATURE.
ONCE YOU HAVE LOGGED INTO THE SYSTEM - AND ENTERED THE "SEARCH ACTIVE BREAKDOWNS" PAGE (POINT AND CLICK ON THE BUTTON)- ALL BREAKDOWNS THAT ARE CURRENTLY ACTIVE FOR YOUR SPECIFIC LOGIN WILL BE DISPLAYED. INCLUDED IN THIS LISTING IS THE FOLLOWING INFORMATION:
v      CDI PO# (AN INDIVIDUAL CDI NUMBER ASSIGNED TO EACH BREAKDOWN)
v      BREAKDOWN DATE
v       TRACTOR #
v       TRAILER #
v       CUSTOMER PO#
v       COST
v       VMRS CODE
v       SOURCE
v       LAST CALL.
 

TO LOOK AT A SPECIFIC BREAKDOWN:
POINT AND CLICK AT THE CDI PO# (HIGHLIGHTED IN BLUE) AND CLICK.  THIS WILL TAKE YOU TO THE DETAILS OF THE BREAKDOWN.
WANT TO COMMUNICATE WITH CDI ON THIS SPECIFIC BREAKDOWN, SCROLL DOWN TO THE "BREAKDOWN NOTES" SECTION AND POINT AND CLICK ON THE BAR TITLED "ADD-A-NOTE" THIS WILL ALLOW YOU TO ADD A COMMENT TO THE BREAKDOWN AND SEND AN EMAIL TO CDI MANAGEMENT.
 

BREAKDOWN SEARCH:
THIS FEATURE ALLOWS THE USER TO SEARCH ALL BREAKDOWNS, CURRENT AND PAST BASED ON CRITERIA YOU SELECT.  THIS CAN ALLOW YOU TO TAKE A LOOK AT ALL THE BREAKDOWNS FOR ONE SPECIFIC TRUCK - OR ONE SPECIFIC DRIVER OR EVEN A SPECIFIC TYPE OF FAILURE.
TO SEARCH FOR A SPECIFIC ITEM - WE WILL USE THE TRACTOR # AS AN EXAMPLE.  YOU POINT AND CLICK TO ENTER "BREAKDOWN SEARCH" - SCROLL THROUGH THE FIELDS UNTIL YOU LOCATE TRACTOR#, ENTER THE TRACTOR NUMBER YOU WOULD LIKE TO SEARCH AND SCROLL DOWN TO "SORT CRITERIA" SECTION, CHOOSE THE TRACTOR OPTION THEN SCROLL DOWN AND POINT AND CLICK ON THE "SEARCH FOR BREAKDOWNS" BUTTON - THIS WILL PULL ALL BREAKDOWNS FOR THE TRACTOR UNIT # YOU ENTERED.   YOU CAN THEN EITHER LOOK AT INDIVIDUAL BREAKDOWNS AND PRINT OR VIEW ALL THE DETAILS OR YOU CAN CHOOSE TO PRINT A SUMMARY OF ALL BREAKDOWNS BASED ON THE CRITERIA YOU SELECTED
YOU CAN CUSTOMIZE MANY DIFFERENT REPORTS TO FIND WHAT IS DRIVING THE COST OF YOUR BREAKDOWNS BY CHOOSING DIFFERENT SORT CRITERIA.
 

REPORTS - FAQ:
THE OPTION THAT YOU HAVE AVAILABLE FROM THIS LINK IS TO PULL YOUR YEARLY COSTS.  POINT AND CLICK AND THE ROAD SERVICE ADVISOR WILL GENERATE YOUR REPORTS.