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--- user:product:roscolive2.0:how_to_guide:fleet_administration:manage_drivers [2022/03/30 17:20]
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-====== Drivers Page ======
-If your fleet has driver ID enabled, the **Drivers** page is used to create and manage drivers associated with your fleet. For information on the hardware required for driver ID, please download the {{ :user:product:dual-vision_recording:dual-vision_xc4:installation_guide:dr101012_manual_v1.4.pdf| NFC User Manual}}.\\ \\
-To navigate to the Drivers Page:\\
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_adminmenu.jpg?nolink&200 |Fleet Admin Page}}
-In the main menu, locate the **Fleet Administration** menu and expand it.\\ \\
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_drivermenu.jpg?nolink&200 |Drivers Menu}}
-Select the **Drivers** menu.
-===== Drivers Page Overview =====
-Once you are on the **Drivers** page, you will see a page similar to this:
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_mtlist.jpg?nolink&1000 |}}
-This is the page where you can add, change, and delete drivers from your fleet.
-==== Adding Drivers ====
-Adding drivers to your fleet requires a driver's first name and last name. The card ID and the group assignment are optional and can be added later. This is done so that you can prep your fleet with your driver information, even if you don't have any cards yet.
-To begin, select the <color #ff7f27>Add a New Driver</color> button towards the top left of this page.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_adddriverannot.jpg?nolink&1000 |}}\\ \\
-This will reveal a drop down menu with some text fields and two buttons.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_adddriverexpand.jpg?nolink&1000 |}}\\ \\
-There are two methods of adding drivers to your fleet:
-=== Manually Enter The Information ===
-You can enter driver information by filling in the text boxes with the relevant information. The text box fields are the following:
-  * **First Name** - Driver's first name.
-  * **Last Name** - Driver's last name.
-  * **Assign Group** - The groups within your company that a driver can be assigned to.
-  * **Card ID** - The 8-digit alpha-numeric number that is on the front of the NFC card you are assigning to the driver.
-//First Name// and //Last Name// are required fields, but //Card ID// and //Assign Group// are optional.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_manualdriveradd.jpg?nolink&800 |}} \\ \\
-After you are finished entering the information, click the **ADD NEW DRIVER** button and the driver will be added to the drivers list below.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_adddriver.jpg?nolink&1000 |}}
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_newdriver.jpg?nolink&1000 |}}
-=== Upload A CSV File ===
-You are also able to upload a list of drivers to the system to create the drivers all at once. The list is required to be a Comma Seperated Values (CSV) formatted file. If you are unfamiliar with CSV files, you can see how to create and use them [[https://www.wikihow.com/Create-a-CSV-File|here]]. There is also a link to provide you with a template CSV file in the **Upload Drivers** menu that you can use as well.
-To begin, select the **UPLOAD DRIVERS** button in the drop down menu:
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_uploaddriversbtn.jpg?nolink&1000 |}}
-This will open the following window.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_uploaddriverswindow.jpg?nolink&400 |}}
-To see an example of how the CSV file should be formatted, download the example file provided by clicking the //Example Driver File// link in this window.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_examplecsvdownload.jpg?nolink&400 |}}
-You will be prompted to select a location to download the file onto your computer. The file is named //rosco_drivers_example.csv// by default. The best way to view this file is in a spreadsheet program such as Excel.\\ \\
-Once opened, you should see some entries already in the spreadsheet. It is important to **not change the headers** (entries in the first row) in this file. There are two example drivers already entered in the sheet.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_driverlistexcel.jpg?nolink&400 |}}\\ \\
-The **first_name** and **last_name** is required in this sheet while the **group**((It is important to make sure the group name is entered EXACTLY as it is in ROSCOLive.)) and **card_id** are optional. You can use this example as a template file as well. To do so, simply delete the example driver data from the sheet and enter your own driver data.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_newdriversexcel.jpg?nolink&400 |}}\\ \\
-__//NOTE: This file can be renamed to anything you want as long as it is a .csv file//__\\ \\
-Upload your CSV file by selecting the <color #ff7f27>Select a file</color> button. This will open a prompt for you to select your file from your computer. After you have selected your file, click **ADD NEW DRIVERS** to upload the file.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_uploaddriversexample.jpg?nolink&400 |}}
-A confirmation will appear letting you know that your list was successfully uploaded.\\ \\
-Depending on how large your file is, it may take a couple of seconds for ROSCOLive to process the list. After the list is processed you will receive a notification in your bell notifications that will inform you how many entries were successfully made.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_bellnotification.jpg?nolink&400 |}}
-If there were any issues with any of the entries in the file, a notification will also appear to inform you what that issue is. Go to the row in the file where the error was found to correct the issue and re-upload the file.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_bellnotificationerror.jpg?nolink&400 |}}
-After ROSCOLive is finished processing the driver list, you will see your new drivers appear in the list on the Drivers page.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_newexceldriverslist.jpg?nolink&1000 |}}
-==== Editing Drivers ====
-Any driver record can be edited by selecting the <color #00a2e8>Edit</color> button in the //Actions// column in the row of the driver you wish to edit. This will open the **Edit Driver** window.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_editwindow.jpg?nolink&400 |}}
-Any field can be edited and changed in the Edit Driver window, but just as when creating a driver, the first and last name fields are required, while the group and card ID fields are free to be left blank. After making changes, select <color #ffc90e>Apply</color> to save the changes. A notification will appear letting you know the changes were successful.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_editapply.jpg?nolink&400 |}}
-==== Deleting Drivers ====
-Any driver record can be deleted by selecting the <color #ed1c24>Delete</color> button in the //Actions// column in the row of the driver you wish to edit. This will open the **Delete Driver** window.
-{{ :user:product:roscolive2.0:how_to_guide:fleet_administration:driverpg_deletedriverwindow.jpg?nolink&400 |}}
-To confirm the deletion of a driver, select the **DELETE DRIVER** button. This will remove the driver entry, but it will NOT remove the driver's information from past events or trip history. A notification will appear letting you know the deletion was successful.

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