How do I link multiple vehicles and drivers together in Xerifleet?

Inspection Groups is an easy and powerful way to manage driver access to vehicle inspections.

As a fleet manager, Xerifleet gives you full control over the inspection process. You get to decide which drivers can inspect which vehicles. Inspection Groups is an easier and more powerful way to assign drivers to vehicles.

Standard Vehicle Assignments

Until now we've offered you two easy ways to assign drivers to the correct vehicles inside Xerifleet:

  • Assign drivers to a vehicle

  • Assign vehicles to a driver

Assign drivers to a vehicle

The first way is to assign specific drivers to a vehicle. This is useful when you're adding a new vehicle and you want to be sure that the correct drivers have access to it. To do this, navigate to the fleet menu and select vehicles; then select the vehicle; and then select the drivers option. From here you can select any drivers that should have access to this vehicle from the list. 

Assign vehicles to a driver

The second way is to assign specific vehicles to drivers. This is helpful when you're adding a new driver and you want to specify all the vehicles this driver should have access to. To do this go to fleet menu and select users. Then select the driver, and then select the vehicles option. You can now select any vehicles that this driver should have access to.

Inspection Groups Simplifies The Process

Both of the standard assignment methods are easy to use, but what if you need to add or edit lots of vehicles or lots of users at the same time? Having to go to different screens and make specific assignments between drivers and vehicles can be time consuming and tedious. Inspection Groups helps solve this problem quickly and easily.

What are inspection groups?

An inspection group is a named connection between certain drivers and certain vehicles. For example, suppose in my fleet I have some school buses and I have school bus drivers. I might create an inspection group called “school bus inspections”. This inspection group would contain all the school bus drivers and all the school buses. Any drivers belonging to the “school bus inspections” group will gain access to all the school buses that I specify inside that group. Once this is set up it becomes very easy to add new school bus drivers or new school buses. If I want to add a new school bus, I simply add that bus to the inspection group. Once this is done all of my current school bus drivers automatically get access to this new school bus. And if I add a new school bus driver, I only have to add that driver to the inspection group and that new driver has access to all the included school buses.

How do I set it up?

To setup inspection groups, navigate to the Fleet Menu and select "Inspection Groups". To add an inspection group tap the "Add" button in the center of the screen if this is your first inspection group, or push the "plus" icon in the toolbar.

The inspection group also includes an "active" control toggle. This is useful if you want to take your time setting up your inspection group before rolling it out to your fleet. This feature is also useful if you have seasonal inspection groups that need to be turned on and off occasionally.

You can edit inspection groups from the inspection groups screen; including the name, drivers, and vehicles. But we've also added convenient ways to add drivers and vehicles to inspection groups from their individual detail screens. 

For example, suppose I have another inspection group for fork lift inspections and I've hired a new operator that drives school buses and operates fork lifts. I want to make sure they have access to all the correct vehicles. I could visit both the "School Bus Inspections" group page, and the "Fork Lift Inspections" page and add this driver to both places, but our goal here is to help make this as easy as possible. In this situation it will be best to simply navigate to this operator's user page, select the inspection groups option and select both "School Bus Inspections" and "Fork Lift Inspections".

In a similar way, it's possible to include a vehicle on one or more Inspection Groups by navigating to its detail page, tapping the "Inspection Groups" option and selecting the correct inspection groups for that vehicle.

What if I always want all drivers to be able to inspect all vehicles?

We've also found that in some fleets it makes sense for all drivers to have access to all vehicles. If this is your situation rather than having to specify all your drivers and all your vehicles and keeping that up-to-date in an inspection group we have a special global override shortcut enabled by default for all new Xerifleet accounts. With this shortcut turned on all your drivers have automatic access to all inspectable vehicles.