Contents Introduction... 3 Account Login... 3 Working with Driver Information... 4 Adding a New Driver... 5 Modifying a Driver...

Transcription

1 Updated February 1, 2018

2 Contents Introduction... 3 Account Login... 3 Working with Driver Information... 4 Adding a New Driver... 5 Modifying a Driver... 9 User Record of Duty Status (Log Book) Graphical Driver Log Record of Duty Status Heading Information Record of Duty Status Event Detail Information Viewing a Modified Entry Navigating off of a Driver s Log Logging Out... 17

3 Introduction The PrePass ELD Fleet Manager Admin Portal, lets Fleet Managers create and manage driver records, including logs, for one or more USDOT carriers. Note: All example driver / log data shown in this document is strictly for illustrative purposes and does not represent actual driver / vehicle performance. Account Login Log into the Admin Portal to manage your fleet s account. Enter your Fleet Manager Username and Password and click SIGN IN. Note: Username = address, Password = use the password sent via . Note: Only use the Remember Me checkbox if the computer is private and secure. Version HELP Inc. All Rights Reserved. 3

4 Working with Driver Information Once logged in, you will see the Fleet Admin Home page. The list on the page shows all drivers that have been assigned to one of the carriers that you have the authority to access and manage. To add a driver, click Add User. The Add User box opens. You must first search for a Driver to make sure that the driver that you want to add does not already exist. Enter the driver s Driver s License (CDL) number and Issuing State. Click Search. Version HELP Inc. All Rights Reserved. 4

5 Note: If a driver already exists, the system will open the UPDATE USER screen showing user identity data based on that driver s CDL number. If the driver does not exist, the ADD USER screen appears, and you will need to add the driver. Adding a New Driver To create a new driver account, complete the required (*) fields. FIRST NAME: Driver first name LAST NAME: Driver last name USER NAME: Driver s address. If a driver does NOT have an address, we recommend that you develop a driver user name standard for the carrier that can be unique for each driver. Examples: JDriver1234, JulieDriver1234, JDriverAZ1234. Version HELP Inc. All Rights Reserved. 5

6 PASSWORD: Create and assign a unique password for each driver. Passwords must contain at least 8 characters with a minimum of 1 uppercase letter and 1 number. Note: the system will show a warning message if an invalid password is entered. Use the driver s company address. If the driver does NOT have a company address, you should create a placeholder . We recommend the following pattern for that value: username@no .com. Example: JDriver1234@no .com. Note for Owner Operators and other Fleet Managers who are also Drivers: You cannot use the same address for your Fleet Manager and your Driver login credentials. We recommend using your primary address for your Fleet Manager login and a secondary or placeholder for your driver login. Note: The DRIVERS LICENSE (CDL) and ISSUING STATE fields display as read-only. If either value is wrong, go back one screen to start over. In the ELD STARTING HOUR field, click the dropdown menu to display time options. Note: The ELD STARTING HOUR field defaults to Midnight. On the dropdown menu, there is no 1 AM or 2 AM because of possible seasonal time changes (Daylight Savings). In the MULTI-DAY BASIS field, click the dropdown menu to display 7 days or 8 days. Note: Pick the menu option based on the 7 day week (60 hours) or the 8 day week (70 hours) rule. Version HELP Inc. All Rights Reserved. 6

7 In the ASSOCIATED CARRIERS field, click the dropdown menu and select the driver s Carrier USDOT Number. Click Add. ASSOCIATED CARRIERS Once you click Add, the ASSOCIATED CARRIERS section opens. Note: The carrier shows ACTIVE and is assigned to the US DOT # shown in the NAME field. Version HELP Inc. All Rights Reserved. 7

8 In the TIME ZONE field, click the dropdown menu to pick the driver s home time zone. Set ELD PERMISSIONS (Special Permissions) for a driver as applicable. Click ADD USER. The Drivers list on the Fleet Admin Home screen appears and shows the newly-added driver. If you do not immediately see the new driver in the list, refresh your screen. Version HELP Inc. All Rights Reserved. 8

9 Note: You can quickly and easily remove a driver by clicking on the ACTIVE toggle in the ASSOCIATED CARRIERS section to inactivate them and disassociate the relationship with the corresponding US DOT#. If a driver is associated with more than one US DOT#, you must inactivate each one separately. Note: You can assign a driver to more than one carrier if necessary. Going forward, process any driver information edits, including driver user names, s and passwords on the driver s UPDATE USER screen. Modifying a Driver To modify a driver, click Add User on the Fleet Admin Home screen list. Version HELP Inc. All Rights Reserved. 9

10 The Add User box opens. Search for the Driver to modify. Enter the driver s Driver s License (CDL) and choose the Issuing State. Click Search. The system will open the UPDATE USER screen showing the driver s identity data based on that driver s CDL number. If you do not see the correct driver, click CANCEL and try your search again. If you make changes, click the UPDATE USER button to save them. Version HELP Inc. All Rights Reserved. 10

11 On this screen, you can inactivate a driver in one of two ways: Flip the ACTIVE toggle switch from blue to gray to inactivate the driver and remain on the page. Click the red INACTIVATE USER button to inactivate the driver and return to the Fleet Admin Home screen. If you need to reactivate a driver, return to their UPDATE USER page and flip the ACTIVE toggle switch back so that it becomes blue again. Version HELP Inc. All Rights Reserved. 11

12 User Record of Duty Status (Log Book) You can view driver logbooks on the portal. On the Drivers list on the Fleet Admin Home page, click on a driver s name to review their logs. The UPDATE USER box with the driver s record appears, showing the Review Log Books button in the upper right corner. Click Review Log Books. Note: All example driver / log data shown in this document is strictly for illustrative purposes and does not represent actual driver / vehicle performance. The USER RECORD OF DUTY STATUS (LOG BOOK) screen defaults to a driver s current day s log record. You can also click the date buttons across the top of the screen to go directly to any log for the last eight days, or you can enter a specific date in MM/DD/YYYY format (must be in this format to go to the correct date) into the search box and click Go to Date to jump directly to that date. Graphical Driver Log The graphical driver log, which looks like a traditional paper log entry, is at the top of the page. Version HELP Inc. All Rights Reserved. 12

13 Record of Duty Status Heading Information The Record of Duty Status Heading Information section is next. This section contains driver and vehicle information. Version HELP Inc. All Rights Reserved. 13

14 Record of Duty Status Event Detail Information The Record of Duty Status Event Detail Information section follows. This section details every status and status change that a driver had throughout the day. It will also show manual log entries. Record of Duty Status - Event Detail Information Time Location Odometer Eng Hours Event Type/Status Origin Comment 0:00 15: Off Duty Driver thanks 0:00 8: Logout Auto 9: Login Auto 10: Clear YM, Pers Use Auto 10: miles NW of Tempe, AZ ODND Auto On-Duty(Not Driving) 10: miles NW of Tempe, AZ Driving Auto Driving 10: miles WNW of Tempe, AZ Driving Auto Driving 10: miles WNW of Tempe, AZ Driving Auto Driving 10: miles NW of Tempe, AZ Driving Auto Driving 10: miles NW of Tempe, AZ Driving Auto Driving 10: miles NW of Tempe, AZ Driving Auto Driving 10: miles NW of Tempe, AZ Driving Auto Driving 12: Login Auto 12: miles NW of Tempe, AZ Driving Auto Driving 12: miles NW of Tempe, AZ Driving Auto Driving 13: miles WNW of Tempe, AZ SB Driver Sleeper Berth 13: miles WNW of Tempe, AZ ODND Driver On-Duty(Not Driving) 13: miles WNW of Tempe, AZ Driving Driver Driving 13: Clear YM, Pers Use Auto 13: miles NW of Tempe, AZ ODND Auto On-Duty(Not Driving) 13: Logout Auto 15: Login Auto 15: Login Auto 15: Clear YM, Pers Use Auto 15: miles NW of Tempe, AZ ODND Auto On-Duty(Not Driving) 15: miles NW of Tempe, AZ Driving Driver Driving 16: Clear YM, Pers Use Auto 16: miles NW of Tempe, AZ ODND Auto On-Duty(Not Driving) 16: miles NW of Tempe, AZ SB Driver Sleeper Berth 16: miles NW of Tempe, AZ ODND Driver On-Duty(Not Driving) 16: Diagnostic Auto 16: Diagnostic Auto 16: miles NW of Tempe, AZ Driving Driver Driving 16: Diagnostic Auto 16: Diagnostic Auto 16: Diagnostic Auto 16: Diagnostic Auto 16: Diagnostic Auto 16: Diagnostic Auto 16: Diagnostic Auto 16: Diagnostic Auto 16: Clear YM, Pers Use Auto 16: miles NW of Tempe, AZ ODND Auto On-Duty(Not Driving) 16: miles NW of Tempe, AZ Off Duty Driver Off-Duty Version HELP Inc. All Rights Reserved. 14

15 Viewing a Modified Entry Any manual / modified entries will appear on the log in blue. Navigating off of a Driver s Log Once you have finished reviewing the driver s log(s), click Return to Driver or Log out. If you click Return to Driver, you will return to the UPDATE USER screen. Click UPDATE USER to make any changes to the driver s data. Click INACTIVATE USER to disable a driver. Version HELP Inc. All Rights Reserved. 15

16 Click CANCEL to go back to the Drivers list on the Fleet Admin Home page to add a new driver, choose another driver to review or log out of the Portal. If you click Log out, you will go to a logout confirmation screen. Version HELP Inc. All Rights Reserved. 16

17 Logging Out Click YES to log out or CANCEL to return to the Drivers list on the Fleet Admin Home page. Version HELP Inc. All Rights Reserved. 17