Assigning Coaches to Safety Events

Fleet Admins can use the Coach feature to assign a dashboard administrator to a Safety Event. This helps organize who should take the appropriate next steps with a driver, such as proceeding with coaching or reviewing the event. 

Creating a Coach List

Those who have Full Admin or Tag Admin permissions will automatically show up in the Coach drop down list. Users with Read-only permissions will not show up in the Assigned Coach drop down list.

If you are setting up a custom role for Coaches, there are four required permissions to ensure the users appear in the Coach drop down list.  

• • a. Essentials > View Drivers

  • b. Essentials > View Gateways

  • c. Essentials > View Reports

  • d. Safety > Edit the Safety Inbox

How to Assign a Coach

1. Navigate to Overview > Safety
   
   
   
   
2. Click on a Safety Event from the results
3. At the top right next to the date of the safety event, you will see a Coach field
4. Click on the drop-down menu to choose a Coach from the dashboard admin list
   
   
   
   
5. The assigned Coach will now be displayed next to each event in the Safety Inbox
6. You can filter or sort your Safety Inbox based on Coach assignments

Coach Notifications for Safety Events

When a user is assigned as a Coach to a Safety Event, an automatic email notification will be sent to them.

The email will contain the subject line Action needed: Review safety event and the body of the email will say Hello, You’ve been assigned as Coach for a safety event. Please review this video [link].

Please note: 

• An email won't trigger if you assign yourself to a safety event
• Coaches will receive one email per safety event that they are assigned to 
• Full admins can turn these email notifications off for their organization using the toggle on the Settings > Safety > Coaching page