Note
Automated Coaching is available to U.S. fleets that use CM31, CM32, CM33, or CM34 hardware and have a Safety Enterprise license (or higher).
Automated Coaching streamlines the process of addressing safety events by automatically routing them to the appropriate party for review. This feature is essential for scaling coaching efforts within a fleet, allowing low-risk events to be handled through self-review by drivers, while more severe or repeated behaviors are escalated for manager-led coaching. It provides a structured approach to managing safety events and enhancing driver behavior over time.
The default pre-configured program is the Priority Coaching & Training Program. This program routes high-priority safety events to managers for coaching, automatically assigns relevant trainings, and sends lower-priority events to drivers for self-review.
Important
Crash events are excluded from automation rules. All crashes appear in the Safety Inbox under Needs Review and must be handled manually.
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Select the Settings icon (
) at the bottom of your Fleet menu to view dashboard settings.
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Select Safety Automations.
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Choose the Priority Coaching & Training Program and review the settings.
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Click Back to return to the Safety Automations page.
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Use the toggle to enable the program.
Note
The previous preset programs (Priority and Frequency) are legacy and remain visible only for customers already opted in.
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Select the Settings icon (
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Select Safety Automations.
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At the top of the Automation tab, click New Automation to start creating your rules.
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Configure the automation rules with conditions such as behavior, event status, safety score, trigger behavior count, or driver/vehicle filters.
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Choose the actions to take when the conditions are met:
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Assign training automatically, based on mapped behaviors.
Customers without a Connected Training (LIC-FORMS-PREM) license will have Safety Shorts mapped; customers with a license have the full training catalog mapped.
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Share with the driver without granting the ability to mark the event as coached.
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Send the event to the driver for self-review.
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Route the event to a manager for coaching.
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Resolve the event as reviewed or dismissed.
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Save your changes.
Events that meet the automation conditions will automatically be given a Needs Coaching status.
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