Bulk Assign and Annotate Trips

Fleet Admins and Fleet Managers have the option to assign and add notes to trips in bulk. This feature makes it easier and less time-consuming for users to manage trips.

Bulk assigning and annotating trips

Adding notes to multiple trips

1. Log in to the Fleet Dashboard and click the Trips tab on Fleet View.

2. Click the checkboxes on the left side of the trips you want to add a note to.

Note: You can select up to 50 trips at a time.

3. Click the Assign button.

4. Enter a note to explain why the trip occurred and click on Add Note. If there are any errors with adding a note, you will be notified of those errors.

Note: Some annotations will be blocked; for instance, notes cannot be updated if someone else is updating the trip at the same time.

 

Bulk Assigning multiple trips to a Driver

1. Log in to Fleet Dashboard and click the Trips tab on Fleet View.

2. Click the checkboxes on the left side of the trips you want to assign.

3. Click the Assign button.

4. Select Driver Name and add Notes in the designated fields.

5. Click the Assign button.

Note: If there are any errors with assigning the trips to a Driver, you will be notified of those errors.

 

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