Driver Groups

Topics in this section:

• What driver information is shown on this page?
• What is a driver group?
• Can other application users see my driver groups?
• I no longer see a particular driver in my group. Why?
• I created a driver group, but the entire group has disappeared. Why?
• Adding a driver group
• Editing a driver group
• Deleting a driver group
• Restoring a deleted driver group
• Using filters to search for drivers

Related topics:

• What is the purpose of the Driver Filter?
• What Driver Filter selections may be visible?

What driver group information is shown on this page?

• Driver Group Id - Displays the driver group id.
• Status - Displays the status of the driver group.
  Active - The driver group is active. It can be used to filter reports.
  Deleted - The driver group has been deleted. It cannot be used to filter reports.

What is a driver group?

A driver group is a collection of drivers. Use driver groups to view reports for teams or other small groups of drivers.

Driver groups appear in the Driver Filter drop-down list, below any home terminal(s) to which you have Home Terminal Access.

Can other application users see my driver groups?

No. Unlike home terminals, a driver group can be seen and used only by the application user who created it.

I no longer see a particular driver in my group. Why?

This can happen in the following ways:

• The driver may have been deleted. If so, the driver still belongs to your group, but the driver's name and records are hidden from view.
• The driver may have been reassigned to a home terminal to which you do not have access. If so, this driver has been removed from your group.

  * If all drivers are removed from your group due to home terminal reassignment, the empty group will remain visible to you. You may add other drivers to this group if you like, or you may delete the group.

I created a driver group, but the entire group has disappeared. Why?

This can happen in the following ways:

• All of the drivers in that group may have been deleted. If so, the drivers still belong to your group, but their records (and therefore, your group) are hidden from view.
• Your Home Terminal Access may have been changed so that you are no longer permitted to access the records for one or more drivers in that group.

  * If you believe that your Home Terminal Access was changed in error, contact your system administrator.

Adding a driver group

To create a new driver group:

1. Click the new button . This displays the Driver Group Detail page.
2. Enter a Driver Group Name. This is the name that will appear in your Driver Filter drop-down list.
3. Select the names of drivers whom you wish to include in your group.

   To select the names:

   • Click on a driver's name in the Available Drivers list to highlight it.
   • Click the Add button to add the driver's name to the Selected Drivers list.
   • If a name is added in error, click the name in the Selected Drivers list to highlight it, then click the Remove button.
   • Repeat until the Selected Drivers list contains the desired names.
4. Click the Save button to save changes and return to the Driver Groups list page.

* Hold down the Ctrl key on your keyboard while clicking with your mouse in order to highlight multiple names. When all desired names are highlighted, release the Ctrl key and click the Add or Remove button as appropriate.

Points to remember when adding a driver group:

• Although other application users cannot see your driver groups, the name you choose will appear on screen and in printed reports. Choose a Driver Group Name that not only is meaningful to you, but also conforms with any standards in place for your organization.
• If you have been granted Home Terminal Access to all home terminals in the organization, you may include drivers from different home terminals in the same driver group. If your access is later restricted to a specific terminal, however, you will no longer be able to view or select driver groups containing drivers assigned to terminals other than the one to which you have access.

Editing a driver group

To edit the details of one of your own driver groups:

1. Locate the row containing the driver group you wish to edit.
2. Click the driver group name link. This displays the Driver Group Detail page.
3. Select the names of drivers whom you wish to include in your group.

   To select the names:

   • To add a driver to the group, click on the driver's name in the Available Drivers list to highlight it, then click the Add button.
   • To remove a driver from the group, click on the driver's name in the Selected Drivers list to highlight it, then click the Remove button.
   • Repeat until the Selected Drivers list contains the desired names.
4. Click the Save button to save changes and return to the Driver Groups list page.

* Hold down the Ctrl key on your keyboard while clicking with your mouse in order to highlight multiple names. When all desired names are highlighted, release the Ctrl key and click the Add or Remove button as appropriate.

Points to remember when editing a driver group:

• When you change the Driver Group Name, the new name is reflected in the Driver Filter drop-down list when you click Save.
• Although other application users cannot see your driver groups, the name you choose will appear on screen and in printed reports. Choose a name that not only is meaningful to you, but also conforms with any standards in place for your organization.
• If you have been granted Home Terminal Access to all home terminals in the organization, you may include drivers from different home terminals in the same driver group. If your access is later restricted to a specific terminal, however, you will no longer be able to view or select that group.

Deleting a driver group

If you no longer wish to use a particular driver group that you have created, you can delete the group.

* Deleting a driver group merely removes the group from your Driver Filter drop-down list; it does not delete the drivers or their records.

Driver groups may be deleted from the Driver Groups list page (one or more groups at a time) or from the Driver Group Detail page (one group at a time).

To delete an individual driver group from the Driver Group list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active driver group you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected driver group.
5. If confirmed, this deletes the selected driver group.

To delete multiple driver groups from the Driver Group list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row(s) containing the active driver group(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list to delete the selected driver group(s).
5. A pop-up will display asking for confirmation to delete the selected driver group(s).
6. If confirmed, this deletes the selected driver group(s).

To delete a device from the Driver Group Detail page:

1. Click on the Driver Group Name link to display the detail page.
2. After the Driver Group Detail page is displayed, click the Delete button.

Restoring a deleted driver group

Driver groups may be restored from the Driver Groups list page (one or more groups at a time) or from the Driver Group Detail page (one group at a time).

To restore an individual driver group from the Driver Group list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active driver groups or show only deleted driver groups.
2. Locate the row containing the deleted driver group you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected driver group.
5. If confirmed, this restores the selected driver group.

To restore multiple driver groups from the Driver Group list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active driver groups or show only deleted driver groups.
2. Locate the row(s) containing the deleted driver group(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  above the list.
5. A pop-up will display asking for confirmation to restore the selected driver group(s).
6. If confirmed, this restores the selected driver group(s).

To restore a device from the Driver Group Detail page:

1. Click on the Driver Group Name link to display the detail page.
2. After the Driver Group Detail page is displayed, click the Restore button.

Using filters to search for driver groups

The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

The following page-specific filter options are provided:

• Filter By text - Include only the driver groups for whom a particular attribute begins with the text you specify.

  To apply this filter:

  1. Select Driver Group ID from the drop-down list.
  2. Enter the desired text into the box.

  To clear this filter:

  1. Select Clear All  at the top corner of filter option.
• Driver Group Status- include active and/or deleted driver groups.
  
  • To include only active driver groups, click Show Active (selected by default).
  • To include only deleted driver groups, click Show Deleted.
  • To include both active and deleted driver groups, click Show All.

Customizing the list display

1. Click the more button , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.