How to create and assign a walkthrough from the Fleet Dashboard

    Audience  Fleet Admins 
    Applies To  Fleet Dashboard>Admin

     

    Introduction

    Fleet Admins can create and assign a walkthrough from the Fleet Dashboard. Below are steps that you can follow to create and assign one.

     

    Steps: Creating and assigning a Walkthrough

    Create a Driver Walkthrough

    1. Log in to Fleet Dashboard and click the Admin icon.

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    2. Click Driver App.
    3. Click Driver Walkthrough.
    4. Click Create Walkthrough.

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    5. On the Create Walkthrough screen, select the Trigger for when you want the trigger to appear for the Driver(s).

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    6. Specify the Intended Use for the walkthrough based on Driver's time tracking method.

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    7. Select necessary Locks to define activities that cannot be performed before the completion of the walkthrough. This provides enforcement mechanism.

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    8. Drag and drop necessary actions from the left panel for Drivers to complete.
    9. Once you’ve created the workflow, click Save.

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    Assign a Walkthrough

    Once created, you can assign a walkthrough to a driver or group of drivers:

    1. Click the three dots on the Driver Walkthrough screen to assign a walkthrough.
    2. Select Assign from the dropdown menu.

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    3. Select the individual driver or group of drivers.
    4. Click Assign to confirm.

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