How to use coaching status for logs in the Fleet Dashboard

    Audience Drivers, Fleet Admins, Fleet Managers
    Applies To Fleet Dashboard > Compliance > Logs

     

    Introduction

    Fleet Admins and Fleet Managers can use the coaching status of a log to guide it through the coaching workflow, addressing any compliance issues in the logs.

     

    Steps: Using coaching status for logs

    1. Log in to Fleet Dashboard and click Coaching.

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    2. Click Logs. 

    3. In the Coaching Status column, you see a corresponding status for each log indicating the required action:

    • Needs review: This log contains at least one Hour of Service (HOS) violation or Form & Manner error and requires further scrutiny.
    • Coachable: This log needs coaching and this is addressed in an upcoming coaching session.
    • Coached: This log is reviewed, and the Driver receives coaching on the identified issues.
    • Dismissed: After review, the Driver is absolved of fault for the issues found in this log.
    • Not coachable: This log shows no HOS violations or Form & Manner errors and does not need coaching.
    Note: You can filter the logs using the Coaching Status.

    4. Select a log in the list to view its details and change its Coaching Status.

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    5. Click the Needs review option in the dropdown to change the Driver’s log.

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    6. After selecting the status, the log updates automatically. Logs marked Coachable move to the Coaching tab for detailed sessions with Drivers.

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    7. Add Notes on the right side of the page.

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    8. Click Enter.

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    9. A green confirmation message displays at the top of your screen to confirm the change.

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