How to Assign a Safety Coach to a Driver?

    Audience Fleet Admins 
    Applies To  Fleet Dashboard > Safety 

     

    Introduction

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

     

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

     

    Steps: Assigning Safety Coach to Drivers

    • Enabling Coach Drivers' permission for a Role
    • Assigning a Safety Coach to a group of Drivers

    Enabling Coach Drivers permission for a Role

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

    Admin.png

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

    3. Click Roles & Permissions.

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

    Screenshot (33).png

    4. You can create a new role or edit an existing one.
    a. To create a new role, click +Create Role.
    b. To edit the existing role, click Edit Role from the Options dropdown menu.

    Screenshot (34).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:

    Through the 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 a coach to drivers and click Edit Coaching Assignment.

    Screenshot (35).png

    3. Select the groups on which you want the user to be an Assigned Coach.

    Unchecking a box means they won’t be an assigned coach for that group moving forward.

    4. Click Save.

    stepEditing a Fleet User role

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

    Step

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

    Screenshot (36).png

    3. Click Edit Roles & Groups from the Options dropdown menu to edit the existing user.

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

    edit.png


    4. Select the Fleet User Role and the Group(s) you want to apply the Role to.

    Once selected, the Fleet User has permission to coach this group of drivers.

    5. Once you enable the role on the groups, click the Coaching Assignment drop-down to assign the user as a coach for these groups.

    All groups with a coaching role enabled in the previous step appear here.

    6. Select the checkbox next to the groups you want to assign the user as a coach.
    7. Click Save/Add.

    5

     

    Know more about the difference between permitted and assigned coaches. 

     

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