How to Set Up the Safety & Compliance Feature (Desktop)
💥 Safety & Compliance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
When a new license for Safety & Compliance is added, there are several steps your Power User will need to take to integrate the new feature into your account.
See Safety & Compliance Overview for additional information on this feature.
Permission Requirements: Power Users are responsible for setting up features into your account. Other users may also have access to set up the account depending on their permissions. Specific permission requirements are listed below.
- 1
- Set Permissions by selecting "ON" for each Permission Group that your relevant users are a part of.
Permission Requirements: Power Users and users with the "Permissions" permission have the ability to set permissions for users.
NOTE: Power Users should be familiar with basic permission setting skills to effectively implement a new feature. Appropriate help content is referenced throughout this article.
See to Permissions Overview and Permission Codes Pt. 1: How to Configure Permissions (Desktop) for additional information.
- 2
- Set Notifications by selecting "ON" for each Permission Group that your relevant recipient users are a part of.
Permission Requirements: Power Users and users with the "Permissions" permission have the ability to set permissions for users.
- 2a
- Configure each notification based on your company’s needs, including Frequency, Delivery Method and Relevant Recipients.
Refer to Permissions Overview and Permission Codes Pt.2: How to Configure Notification Permissions in Permission Codes (Desktop) for additional information.
- 3
- Configure Driver Scorecards (if applicable) by setting up Thresholds for driving behaviors and violations.
Permission Requirements: Power Users and users with the "Manage Grading Criteria" and "Manage Thresholds" permissions have the ability to set permissions for users.
- 3a
- Once Thresholds are set, set up related Grading Criteria that should deduct or add points to each driver's scorecard as a result of each driving event or violation.
See Drivers Scorecard Overview, How to Configure Driver Scorecard Thresholds (Desktop), and How to Configure Driver Scorecard Grading Criteria (Desktop) for additional information.
- 4
- Configure DVIR for your Assets (if applicable) by assigning an inspection to a specific asset or category that you would like to require an inspection for.
Permission Requirements: Users with both the "Edit Asset" and "Manage Inspection" permissions can make inspection-related edits to individual assets.
See How to Assign or Un-Assign an Inspection to an Asset or Category (Desktop) for additional information.
- 5
- Configure IFTA for your Assets (if applicable) by marking that asset as IFTA-compliant.
Permission Requirements: Users with the "Add Asset" and "Edit/Update Asset" permissions can mark an asset as IFTA-compliant.
See How to Configure IFTA for Your Assets (Desktop) for additional information.