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Coaching Page Overview

  • Updated

The Coaching page is a dedicated workspace for fleet managers to track, manage, and follow up on safety-related events that require driver coaching. It provides a clear, driver-centric view of coaching needs, making it easier to ensure accountability and support driver improvement over time.

Coaching Details

The page features a table displaying a row for each driver who has at least one safety event marked as Needs Coaching. Each row includes:

Driver The driver’s name
Coaching Events A count of coaching events associated with the driver
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Tip
The table supports downloading, sorting, filtering, resizing columns, and other customization options. For a complete guide, read the article How to Use Table Options.

Filtering 

  • Use the Date Picker to select a different date range. The default date range is Today. For more details on using the Date Picker, read the article How to Use the Date Picker.
  • Use the Tag Filter to narrow down the table to display only trips associated with specific tags.
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  • Use the Timezone Filter to select how timestamps are displayed and how data is fetched based on the selected timezone.

    The available options are:

    • Fleet Timezone – Defined in the fleet settings. For more details, read the article Fleet Settings.

    • Local Timezone – Your local timezone.

Refresher Widget

Keep your data up to date by using the Refresher Widget. This allows you to reload the table data and ensure you’re viewing the latest information. For more information, read the article How to Use the Refresher Widget.

Quick Action Menu

Review a Coaching

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Opens a dialog box showing all of their safety events currently marked as Needs Coaching.
For each event, fleet managers can:

  1. Review event details, including vehicle name, IMEI number, date and time of the event, location/address, any available media (e.g., video clips or snapshots)
  2. Update the Event Status - Change the status of a coaching event to track its progress - mark it as Needs Coaching, Coached, or Dismissed. This helps keep your coaching workflow organized and up to date.

  3. Comments - The Comments feature allows you to add, edit, and delete your own notes on coaching events. Comments can be used for internal follow-up, collaboration with other team members, or to leave feedback for the driver. You’ll see a comment box on each coaching event. Once submitted, your comment will appear with your name and timestamp. You can always go back and edit or delete your own comments if needed.

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    Tip
    Use comments to document coaching decisions, track pending actions, or leave a clear message for the driver to review during a coaching session.