To streamline your Safety Inbox and coaching workflows, you can automatically populate events in the coaching queue without requiring a manual review or triage step. To automatically add events to Coaching, you select the events you want to appear on the Coaching page and with Needs Coaching status. We recommend that you set up automatic "Needs Coaching" for the following event types: Crashes, Harsh Brake, Harsh Accel, Harsh Turn, Following Distance, and Distracted Driving.
Events in the Needs Coaching folder are available in the All folder of the Safety Inbox.
Only events with assigned drivers will populate in the Coaching tab. Events without drivers assigned but with Needs Coaching enabled will appear in the Needs Review folder.
Events will be moved to Needs Coaching status once the trip is complete. While a trip is in progress, Samsara displays events as Needs Review.
To set up automatic Needs Coaching:
- Select Settings > Safety > Coaching. See the Event Review section.
- Enable the setting to Automatically Add to Coaching.
- + Add the event types you want to automatically move to the Coaching queue.
- When events come in that you've indicated for automatically adding to Coaching, the events will appear in the All folder of your Safety Inbox and on the Coaching page (if the driver is assigned) automatically.