Smartrak Assigned Drivers **NEW**

What is Assigned Driver?

The Assigned Driver feature enables vehicles to be associated permanently with drivers and keep their driver behaviour records in the driver-based solutions (Reporting, Dashboard, and Insights). It allows Fleet Managers or H&S officers to proactively identify individuals who engage in risky behaviours and provide training and feedback in response.

Driver Identification Hierarchy

Driver Periods have different priorities, based on their source:

• High Priority: Identifications (iButtons, Smartrak Identify App, etc)

• Normal Priority: Smartrak Pool Booking, PoolCar Booking

• Low Priority: Assigned Driver Periods

A higher priority period will always override a lower priority period. Once the higher priority period ends, the lower priority will resume (if it can). If two periods overlap each other (for the same Driver and/or Resource), and both periods have the same priority, then the ‘normal' overlap rules apply.

Important Note

Drivers will need to be created as People in Smartrak Admin before they can be assigned.

Once they have been added as People, which is done either by creating them as a User in Smartrak or importing them in bulk, they will be available to select from the Dropdown as a Driver

Please see this article which explains how Users and People work - Driver Based Reporting - Duplicate Users/Persons

If you cannot see the “People” option in your Smartrak Admin account, please raise a ticket in the service desk here and we will enable this for you.

How to access

The Assigned Driver is accessed through the Smartrak Admin website.

After logon, click Manage > Drivers on the menu.

How to Assign Drivers (Historical Assignments)

If you only want to assign the current driver, please jump to next session “How to Assign Driver (Current Assignment)”. If you want to retrospectively attribute trips to vehicles with assigned drivers in the past for driver accountability, please follow these steps as currently historical driver assignments corrections are not possible. You have to Assign Driver to Vehicle sequentially beginning from oldest to newest assignments.

1. Prepare the historical driver assignment records in chronological order from oldest to newest. For example, vehicle “SMRTRK” has been assigned to 3 different drivers.

2. Using Assigned Driver feature, Select Vehicle “SMARTRK” then click Assign New Driver

3. Assign Driver to Vehicle sequentially beginning with #1 from the historical driver assignment records.

4. Then End Assignment #1 with the End Date & Time.

5. Repeat Steps 3&4 for Assignment #2.

6. For the current driver (Assignment #3), you only need to do Step 3.

How to Assign Driver (Current Assignment)

1. Using Assigned Driver feature, Select Vehicle then click Assign New Driver.

2. Assign Driver to Vehicle as below.

How to End Assignment

1. Select Vehicle which you are going to end assignment then click End Assignment from Vehicle Assignment History.

2. Select the end Date and input Time as below, then click Unassign.