How to create and assign a walkthrough from the Fleet Dashboard

    Audience  Fleet Admins 
    Applies To  Fleet Dashboard 



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


    Note: The feature is only available on the Motive Enterprise plan.


    Steps: Creating and assigning a Walkthrough

    Create a Driver Walkthrough

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


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

    Driver Walkthrough 2.png

    5. On the Create Walkthrough screen, select Trigger between the Beginning and the End of the day.


    6. Specify the Intended Use for the walkthrough.


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


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



    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.

    assign 1.jpg

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

    3 4.jpg


    Related Content

    Share this with others