If your drivers have Samsara CM-series Dash Cams installed in their vehicles, any safety event that the cameras detect will trigger the upload of a safety event video to your Safety Inbox. For the event to display in Coaching, a driver must first be assigned to the safety event either by admin or driver manual assignment, or by automatic assignment, such as facial recognition or API.
By default, activities for triage, such as coaching and coach assignment, must be performed manually. To set up specific event types to bypass manual review and go immediately into a Needs Coaching status, thereby going directly into the Coaching queue, you can Automatically Send Events to Coaching. The assigned coach then coaches the driver on the behavior.
To manage driver coaching, you can Schedule a Report for the following coaching reports:
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The Coaching Effectiveness Report provides visibility into how effective coaches are at reducing repeat behaviors by drivers.
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The Coaching Timeliness Report enables you to monitor trends in coaching timeliness. Use this report to quickly identify which coaches are performing coaching on time and view a breakdown of past coaching behavior.
After you review the video from the Safety Inbox, you can perform any of the following coaching actions from the Safety Event Details:
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Assign a coach: Assign a coach to perform event triage.
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Select a coaching status: Assign a coaching status to the event to indicate the followup action, such as Needs Review or Needs Coaching.
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Send event to driver: Send an event to a driver to review an observed safety behavior. Shared events can allow for self-coaching or require manager coaching (see Send a Safety Event to a Driver for Review or Coaching).
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Assign a training course: Assign self-guided courses from the Samsara dashboard for drivers to complete from within the Driver-App Driver Training Course Library
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Reassign driver: If the incorrect driver was indicated in the event, reassign the event to a different driver.
After a safety event is detected and assigned to a driver, the driver and the behavior to coach will display on the Upcoming report (Safety () > Coaching > Upcoming). Only events with assigned drivers populate in the Coaching reports.
To narrow the scope of the drivers in the Upcoming report, you can use the filters to display specific driver event types, such as Harsh Turn or Crash events, or to display drivers with assigned tags or coaches.
Assign a coach to manually assign a coach to a driver for the safety behavior and for all future behavior assignments for that driver. See Assign Coaches to Safety Events for more information about manual and automated coach assignment. When the coach is ready to start a session with a driver, the coach selects Coach to begin a coaching session.
The Upcoming report displays the following coaching information for each driver:
|
Field |
Description |
|---|---|
|
Driver |
Driver name. |
|
Score |
Driver safety score calculated over the past 30 days. |
|
Behaviors To Coach |
Behavior categories to coach. For repeat events, the number of detected safety events displays next to the behavior category. |
|
Last Coached |
Date of the last coaching session. |
|
Assigned Coach |
Coach assigned to the safety event. |
|
Coaching Type |
The type of coaching session:
|
Coaches can quickly view a summary of all behaviors that require coaching for a driver during each Coaching Session and assign a coaching status. For each session, you can drill down into each behavior and view any events related to the behavior.
If a safety event has more than one label, the coaching session displays the video on the associated behavior report. For example, if an event is detected as Distracted Driving and Speeding, the video displays on the Distracted Driving behavior report and on the Speeding behavior report in the coaching session.
For each safety behavior, you can review the Safety Tip at the top of the report for an explanation and recommendation for the behavior that was flagged. You can also sort events by Newest, Oldest, or Starred.
At the end of the coaching session, Samsara generates a coaching Session Summary which highlights the behaviors coached and displays video thumbnails of the detected behavior.
To review a safety behavior and coach a driver:
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Navigate to Safety (
) > Coaching > Upcoming.
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Locate the driver from the list. Hover over the driver row and select Coach.
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If there are multiple behavior types to coach, select the behavior type to coach for the coaching session.
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Review the Safety Tip for a description of why the event was flagged and to review recommendations for correcting the behavior.
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Review the video thumbnail. Hover over the video thumbnail to autoplay the incident or click the video to view a larger video format of the event.
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To view the Safety Event Details and perform event actions, such as assign a coach, driver, training course, or coaching status, click the more actions ( ••• ) menu > View Details.
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If the event does not need any additional investigation or coaching, you can Dismiss Event.
A dismissed coaching status excludes the event from the Coaching reports and removes the event from the safety score calculation.
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To summarize your coaching session or add training and behavior notes, click ( + ) next to Behavior Notes. Save to append the notes to the coaching session.
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To send an event to a driver to review an observed safety behavior, click Send to driver (
).
Shared events can allow for self-coaching or require manager coaching (see also Send a Safety Event to a Driver for Review or Coaching).
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To complete the coaching session and view the Session Summary, Mark behavior as coached and then confirm as Complete.
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(Optional) To assign self-guided Driver Training Courses for Safety Behaviors for drivers to complete from within the Samsara Driver App, click + Add course. Assign a due date and Assign to send the training course to the driver.
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The coached event moves from the Coaching Upcoming report to the Completed Coaching Sessions report.
View all past Coaching summaries on the coaching Completed report (Safety ( )> Coaching > Completed). A coaching summary is not generated for events marked as Coached or Needs Recognition from the Safety Inbox.
To view the Session Summary details, select the session from the list. Search for specific sessions or narrow the scope of the results using the date selector, filter by tags, event type, or assigned coach. The report summarizes each coaching session:
|
Field |
Description |
|---|---|
|
Date Completed |
Date the coaching session was marked as coached. |
|
Driver |
The name of the driver. |
|
Behaviors Coached |
The behaviors included in the coaching session. |
|
Assigned Coach |
Name of the coach. |
|
Completed By |
Name of user who marked the event as complete and type of coaching session (Self-Coaching or With Manager). |
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