To add a new
FleetWide Floating DID Driver card to an account:
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From The Account
Management Screen, select an account number from the Account
column. This is the account you will be adding a card into. Then
choose the option yes for Floating DID.
Note: If the account does not exist, you must
first add the account, it
will be automatically defaulted to Floating DID yes.
This displays the
Card Management Screen, which is a list of all the
cards in one account. From here, select the Add Fleetwide
Driver Card button.
This displays the
Fleetwide Driver Card Add screen. Fill in all the fields.
(Some fields have default values already in them.)
Emboss
Line 1: Defaults to the account name.
Time
Profile: Select one of the time profiles you've
created to restrict the times of days and days of week this
card will allow fueling.
Emboss
Line 2: Usually the driver name.
Expiration
Date: Can be set globally in card
templates. Remove check mark to place date in fields
or leave check mark for Never Expire.
C-Store
OK: 'Yes' means that this card will be able to be used
at CFNnet sites.
Edit
Templates: If you have already created card templates,
you may select one to populate the fields in this form, and
quickly create a new card. Select the link to edit those templates.
Reason
Code: Used to track card history. Select a CFN Reason
Code when modifying a card.
Requested
By: Name of the authorized person at the account, who
requested the modification.
New
Cards Added: Tracks how many cards have been added to
the account since you've been on this screen.
Select the Save
button to save the card.
Once the data has
been successfully saved, the procedure is done.
NOTE:
To quickly add another card to the account, first make changes
to any field if necessary, and select the Add Next button. This
will also increment the number in the New Cards Added field. |