The Coaching Summary helps simplify the work of Safety Managers who would like a paper-trail of coaching for legal and union purposes.
A coaching summary document will be created when Safety Managers coach their drivers in 2 cases:
- If a Safety Manager marks an event as Coached via the dropdown on a harsh event page. In this case, the Coaching Summary will consist of 1 coached event.
- If a Safety Manager goes through the coaching queue and clicks Complete Coaching. In this case, the Coaching Summary will consist of all events coached in the queue.
Please see Driver Coaching on Samsara for more information on the Coaching feature.
How to Access the Coaching Summary on the Dashboard
To access the Coaching Summary on the Dashboard, please click Fleet > Reports > Safety Report and select a driver.
To adjust the date range, please refer to this article: Using the Calendar to Filter Information on the Dashboard
Then click the Coaching History tab.
The Coaching Summary can be printed or emailed. The email will contain a text-based summary of the coaching session and will not include images of the harsh event video.
Please note: All Samsara Camera (CM) customers have access to Coaching, and therefore access to the Coaching Summary feature.