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    How to Assign a Safety Coach to a Driver?

    Updated
    Audience Fleet Admins 
    Applies To  Fleet Dashboard > Safety 

     

    Introduction

    This feature allows Fleet Admins to formally assign a safety coach to a group of drivers. Drivers must be part of a group in order to have an assigned safety coach. Fleet Users need to have the Coach Drivers permission enabled in order to become a safety coach.

     

    Note: Fleet Admins are given the ‘Coach Drivers’ permission by default. However, for Fleet Users to become an assigned safety coach, they must have a Role assigned to them with the ‘Coach Drivers’ permission enabled.

     

    How Safety Coach Assignment Helps You

    This feature allows you to:

    • Identify the responsible safety coach for a driver throughout the Safety Hub
    • Pull reports on individual safety coach performance

     

    Safety Coach Assignment Overview

     

    Enable Coach Drivers permission for a Role

    1. Log into the Fleet Dashboard and click Admin icon.

    Step_1.png

    2. Click Fleet Users in the left-hand side menu.

    Fleet_users.png

    3. Click Roles & Permissions.

    Note: You can enable the Coach Drivers permission when you’re creating a new role or editing an existing one.

     

    safety_coach_step_2_3.png

    4. To create a new role click +Create Role. To edit the already existing role, click Edit Role from the Options dropdown menu.

    coach_drivers_create_edit.png

    5. The Create/Edit Role screen displays. Write the Name of Role.

    create_edit.png

    6. Enable Coach Drivers permission.

    Step_6_7_coach_drivers.png

    7. Click Save/Create.

    save_create.png

     

    Note: Having the Coach Drivers permission enables the Fleet User to:
    • Change the coaching status of an event
    • Leave notes on a safety event or coaching session

     

    Assigning a Safety Coach to a group of drivers

    Fleet Admins can assign a safety coach to a group of drivers in two ways:

     

    Creating or Editing a Fleet User account

    1. Log into the Fleet Dashboard and click Admin icon

    Step_1.png

    2. Click Fleet Users in the left-hand side menu.

    Fleet_users.png

    3. To add a new Fleet User to the fleet, click on + Add User. To edit the existing user, click Edit Roles & Groups from the Options dropdown menu. 

    Sub-heading_2_step_3.png

     

    Note: If the Fleet User account already exists, make sure they have a Role with the Coach Drivers permissions enabled.

     

    4. Select the Fleet User Role and the Group(s) you want to apply the Role to. Once selected, the Fleet User now has permissions to coach this group of drivers.

    5. A checkbox appears, tick the Add as an assigned coach for these groups option.

    • Checking it would explicitly assign the user as a coach for this group of drivers. This Fleet User name appears as an assigned safety coach for drivers in said Group throughout the product.
    • If the box remains unchecked, this Fleet User can still coach drivers but their name doesn’t appear as an assigned safety coach for drivers in said Group throughout the product.

    6. Click Save/Add.

    subheading_2_step_456.png

    To understand the difference between permitted and assigned coach, refer to the article.


    Through Coach Assignment tab

    1. On the Fleet Users tab, click the Coach Assignment tab.

    2. Click three dots for the Fleet Manager you want to assign as coach to drivers. Click Edit roles & groups.

    Coach_assignment_1_2.png

    Here you can assign the coaching role to the user on one or more groups.

    3. A checkbox appears, tick the Add as an assigned coach for these groups option.

    • Checking it would explicitly assign the user as a coach for this group of drivers. This Fleet User name appears as an assigned safety coach for drivers in said Group throughout the product.
    • If the box remains unchecked, this Fleet User can still coach drivers but their name does not appear as an assigned safety coach for drivers in said Group throughout the product.

    4. Click Save. 

     

    Where to view the Assigned Safety Coach

    1. Open the Safety tab on Fleet Dashboard.
    2. Click Coaching.
    3. The Assigned Coach column displays the responsible coach for the driver.

    safety_coach_assignment_1_2_3.png

    4. If the driver has no coach assigned to them, it is mentioned in red-highlighted text. Hover over the text to know the reason why the driver has no coach assigned to them.

    Safety_coach_2.png


    There can be two possible reasons:

    • Driver is not part of a Group. In addition to the Fleet Admin, any Fleet User with the Manage Drivers permission would be able to add the driver to a group in addition to the Fleet Admin.
    • Driver is part of a Group; however, the Group does not have an assigned safety coach. In addition to the Fleet Admin, any Fleet User with the Manage Users permission would be able to add a safety coach to the group of drivers.

    5. The assigned coach of the driver is also mentioned in the Driver Safety Profile, Coaching Sessions and on the Safety Event page.

     

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