Creating a Driver
- Simon Sayegh (Unlicensed)
- James Skurray
Overview
Drivers are your staff who are working in the field. They are the people that you assign jobs to so they can complete tasks. Drivers log onto the Crittah mobile app and view the shifts and jobs that have been assigned to them allowing you to see where they are, what jobs they have completed and also assign them new jobs.
How do I create driver?
Drivers are the same as a normal user in the system with only one difference, they have a "Driver" role assigned to them. This can be done by navigating to Admin->Administration->Users. Then, either select an existing user from the search results or create a new user.
Now, grant the "Driver" role to the user by dragging the "Driver" role from the left to the right.
Once you have assigned the role to the user they will be created as a driver in the system. Now you can view the driver under Manage→Drivers to add additional driver information to them.
Driver Fields
The Driver module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use, however, the configurable field such as Site can be leveraged differently to best meet your organisation's needs. Users with administrator access have the ability to configure those fields.
| Field | Description |
|---|---|
| Driver Details - Site | The Drivers site defaulted as part of the configuraion |
| Driver Details - Login Username | The Drivers login username for the application |
| Driver Details - Salutation | The Drivers standard greeting |
| Driver Details - First Name | The Drivers First Name |
| Driver Details - Last Name | The Drivers Last Name |
| Licence Details - Licence Expiry | The expiry date on the drivers vehicle licence |
| Licence Details - Licence Number | The licence number on the drivers vehicle licence |
| Licence Details - Name on Licence | The name as its recorded on the drivers vehicle licence |
| Licence Details - Licence Issued | The location of the state on the drivers vehicle licence |
| Licence Details - Points on Licence | The remaining points attributed to thenamed driver on the licence |
Creating or editing a Driver
Creating or editing a driver is done through the navigation bar. Goto Manage and select Drivers from the sub menu.
There are no mandatory fields on this form, however it is encouraged that the majority of these fields be filled in for consistance and transparency.
- In addition to searching and viewing the driver details as viewed below
You are able to view the associated vehicle and current shift as well as make general notes
