Assignment of vehicles

Assigning a vehicle to a driver

Why assign a vehicle to a driver?

Assigning a vehicle to a driver makes the operational and financial management of your fleet and the running of your business easier and more rigorous.
It also makes the application easier to use and more accurate:

• Systematic association of the driver with the vehicle on the application's screens
• Display of the driver's name in the application's drop-down lists and in reports....
• Driver identification for road traffic offences
• Allocation of vehicle-related costs
• Integrated communication with vehicle drivers via the application

This is highly recommended when a vehicle is essentially driven by the same driver, particularly in the following cases:

• Company vehicle allocated to one person
• Service vehicle assigned to one person

Simplified assignment

First of all, it is important to note that simplified assignment is only available on the vehicle master record.
Open the vehicle master record.
Click on ‘Unassigned vehicle’ and a pop-up window will appear offering you the option of assigning it to a driver.

If you click on NO = the message closes, it will not reopen, and the icon  becomes clickable, allowing you to assign it at a later date.

If you click YES = a new pop-up window opens, offering you the choice of a driver from a list (if already created), or the creation of a new driver.

There are two quick steps:

1) Assign a vehicle to a driver

• Select a driver

          This is used to select a driver already in the database using the drop-down list.
OR

• Create a driver

          Enables you to create a driver by entering their first and last names, and add them to the database.
2) Set the assignment period
This section allows you to define the period during which the vehicle will be allocated to the driver, with a start and end date.
In the example below, the period selected is from 09/18/2024 to 09/18/2034. The default term is 10 years.
Drop-down list of duration options: When you click on the date field, a list of predefined options appears.
The options are as follows:

• 1 year
• 2 years
• 5 years
• 10 years

Personalised period: If none of the predefined periods are suitable, you can choose this option to enter the start and end dates manually (see image 1).

Click APPLY to confirm the sectioned period.
Don't forget to SAVE to validate the driver's assignment to the vehicle for the period indicated.