To edit an individual driver's profile, follow these steps:
Note: To edit several drivers' profiles at once, follow the steps in Importing Drivers, using the Download Template with Drivers option. You will upload a new drivers.xlsx file with the existing driver names. (The newly imported file will overwrite your earlier information.)
- In the sidebar menu on the left, click
.
- Click Drivers on the flyout menu that appears.
The Admin - Drivers screen will appear.
- If the driver is in a subgroup of the one you have selected in the Group Chooser, make sure that View Subgroups is selected at the bottom of the screen.
- Scroll down to the driver whose profile you need to modify or filter the First Name or Last Name column to find them. (See Sorting and Filtering Column Data if needed.)
- In the row of the driver, click
at the far right.
- Click Edit Driver.
Note: You can edit multiple drivers by selecting their check boxes and then clicking Edit in the options row that will appear at the top of the grid; however, you will only be able to update fields they have in common, such as their group assignment or operator type.
The Edit Driver dialog box will appear.
- To change the driver's first name, select the text in the First Name field and type the new one.
- To change their last name, select the text in the Last Name field and type the new one.
- If your organization uses aliases as a secondary identifier for your drivers, you can add one for this driver by typing it in the Alias field (or replace their current one by selecting the text and then entering the new value).
- If you would like to place the driver in a different group, click the Group drop-down arrow and select the new group from the list.
- To update the driver's badge number (such as their employee ID or RFID number), select the value in the Badge Number field and enter the new one.
- Normally, you will leave the Driver Status field set to Enabled.
Note: If the driver has been suspended for employee infractions, you can click this drop-down arrow and select Disabled or Suspended. Either option will make the operator unable to be assigned to a vehicle asset. - You can modify the driver's type by clicking the Operator Type drop-down arrow and selecting their new type.
- If your organization has created driver categories, you can change theirs by clicking the Operator Category drop-down arrow and selecting the category the driver belongs to, such as Driver.
Note: The categories listed will be those that are available for the group the driver is assigned to. - To edit the driver's cell phone number, select the current value in the Phone Number (Mobile) field and type their new number.
- If the driver has a specified set of days and hours they are supposed to work, click the Schedule drop-down arrow and select the name of the schedule.
Note: This feature is designed to work in coordination with the Unauthorized Usage reports, which show when drivers drove vehicles in a time window that was not permitted (for example, outside of their assigned schedule of 9:00 a.m. to 5:00 p.m.). You can also set up an alert that will notify you of such prohibited use by applying the driver's schedule to the alert and selecting Outside Schedule in the Schedule Reference drop-down list, which will trigger the notification when the specified event occurs at any time that is not included in the approved work hours. (See Adding an Unauthorized Usage Notification for details.)
You will only be able to apply schedules in the same group as the driver (or a schedule from a parent group that is inheritable).
You can remove a currently assigned schedule by selecting None from the Schedule drop-down list.
- Click Done.
Your edits will appear in the Admin - Drivers grid.
Also, a success message will appear at the bottom of the screen.
- Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)
Note: To see how to assign the driver to the vehicle they drive most often, go to Assigning Entities to an Asset.