How to bulk assign and annotate trips

    Audience Fleet Admins, Fleet Managers
    Applies To Fleet Dashboard > Fleet View > Trips

     

    Introduction

    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.

     

    Steps: Bulk assigning and annotating trips

    Adding notes to multiple trips

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

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

    Note: You can select a maximum of 50 trips at a time.

    3. Click on the Add Note button.

    How_to_bulk_assign_and_annotate_trips-01.jpg

    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.

    How_to_bulk_assign_and_annotate_trips-02.jpg

    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 into Fleet Dashboard and click on the Trips tab on Fleet View.

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

    3. Click on the Assign button.

    How_to_bulk_assign_and_annotate_trips-03.jpg

    4. Select Driver, Type, and add Notes in the designated fields.

    5. Click on the Assign button.

    How_to_bulk_assign_and_annotate_trips-04.jpg

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

     

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