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Drivers

The driver profile

Every card on the driver profile, the two actions, and how to use it to answer common questions.

The driver profile brings together what your team needs when a driver calls.

Header and actions

The driver's initials and name, with their employer and brand. Two actions:

  • Send push opens the notification composer for this driver. The message is recorded under Messages sent to this driver.
  • Request odometer opens the Request odometer reading pop-up (see below).

A view-only role sees both buttons greyed out.

Cards

CardContents
TilesApp open rate over the last 30 days; Notifications received; Claims this FY, the number of claims reimbursed to the driver on active leases with the amount reimbursed; Last opened
Package detailsEmployer, App brand, Salary, Pay cycle, Total Deduction, Vehicles
OnboardingCompleted with the date, or In progress. The steps are Account created (the date the driver created their app account), Terms & conditions accepted and Privacy collection notice accepted (both the date set-up was completed), and First app sign-in.
App engagementThe driver's app open rate over recent months
Contact & preferencesEmail, mobile, and each notification type with On or Off. A type that is off stops only the push to the phone; the message still appears in the app.
Vehicles & leasesEach vehicle with registration, term and status. Select one for Lease detail.
Audit logTabs for Odometer, Documents, Transactions and Activity, each with a count, 8 rows a page. Odometer readings show their source: logged in the app, entered on a claim, or a service centre reading.
Messages sent to this driverEvery notification the driver was sent, newest first, 8 a page

Requesting an odometer reading

Request odometer opens a pop-up, "Request odometer reading", not the notification composer.

  1. Where the driver has more than one active lease, pick the Vehicle. The first active lease is picked to start with.
  2. Check the vehicle's Last reading.
  3. Choose Send request. The notification goes to this driver straight away and you stay on the profile. Cancel sends nothing.

The driver receives a notification asking for a reading of that vehicle; tapping it opens the odometer form for that vehicle. The request appears in the Notifications list like any other message. Nothing tracks whether the driver responded, and more than one request can be sent.

Procedure: a driver says they never received a notification

  1. Under Messages sent to this driver, confirm the message was sent to them.
  2. If it was, it is in the Notifications list in their app, whatever their settings. Only the push to the phone can be missing.
  3. Under Contact & preferences, check the type is On. If it is off, only the driver can turn it on, under Profile > Preferences in the app.
  4. If the type is on, the phone's permission is off. Ask the driver to check the app's notification permission in their phone settings.

Procedure: checking whether a driver finished setup

Look at the Onboarding card. It shows Completed with the date, or the step still outstanding.

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