Driver Performance

While Driver Performance has a few default settings to allow immediate use, Zonar Ignition admins can refine their options with the Driver Performance Settings menu. To open the menu, click the settings icon in the top right corner of the page.

The Driver Performance Settings menu has five tabs that provide granular refinements to the report.

• Risk Events: This tab allows admins to adjust the camera events that make up risk events in Driver Performance.
• Functions: This tab allows admins to set their coaching preferences.
• Auto Coaching: Provides coaching tools to help streamline driver coaching.
• Coaching Emails: Tracks Coaching email notifications.
• Sensitivity: Provides options to adjust Risk Event sensitivity based on a vehicle's assigned weight class.

The Dashboard tab consolidates a fleet's recorded Risk Events and Coaching data. This data is displayed in the form of Widgets. 

Dashboard Widgets

The Dashboard supports nine widgets:

• Event Highlights: Shows prioritized event types at the top of the page. Listed event types display with a hyperlink that when clicked that will take the user to the Events tab with the results filtered to show that event type. The events shown can be configured by clicking the Settings icon.
• Risk Events, Grouped by Driver: Groups reported events based on their assigned Driver. Events can be sorted by Driver Name, Risk Score, and Total Events reported. Clicking the external link icon will open the
• Risk Events, Grouped by Tag: Groups reported events based on the vehicle or driver's assigned Tag. Clicking the external link icon will open the
• Pending Coaching Cases: Shows all Coaching cases currently under review. Clicking View will open the Cases tab. Clicking the external link icon will open the
• Risk Event Distribution: Displays all reported events in a pie chart. Hovering a cursor over an individual slice of the pie chart will display which event it represents. Clicking a slice of the pie chart will display a breakdown of the event type's severity level.
• Active Coaching Cases: . Clicking the external link icon will open the
• Coach Performance: Shows performance metrics for all cases.
• Cases Summary: Looks at all cases reported in Driver Performance. Clicking the external link icon will open the. Clicking Create New will open the Create Case menu.
• Risk Heatmap: Displays recorded events based on their count and severity.

Widgets can be adjusted from the Customize Page Layout drop menu at the top right corner of the page. 

• Edit Layout allows widgets to be dragged to a preferred order. 
• Customize Widgets allows widgets to be enabled or disabled. 

Users can keep Dashboard their changes by selecting Save as New Layout.

The Drivers tab summarizes coaching data that has been attributed to a fleet's drivers. 

Clicking a driver's name will open a summary card that lists their Driver ID, their assigned supervisor, and their Tag assignments. Clicking the hyperlink for a driver in the Risk Events column will open their assigned events in the Events tab.

Clicking the Settings icon allows fleet managers to single out a driver for coaching.

Driver Overview

Clicking a driver's name and their DriverID will open their Driver Overview. This page expands a driver's listed information with the following cards:

Heat Map: Displays a driver's total recorded events based on their count and severity.

Cases: Lists all Cases that have been assigned to a driver. Clicking View will open the Cases tab, filtered to results for the driver. Clicking the hyperlink to a case number will open the details to the case.

Risk Event Distribution: Displays all reported events in a pie chart. Hovering a cursor over an individual slice of the pie chart will display which event it represents. Clicking a slice of the pie chart will display a breakdown of the event type's severity level.

Event Summary Risk: Lists the number of events assigned to the driver.

The Events tab lists the most recent risk events recorded by a fleet. From this tab fleet managers can bulk or individually curate risk events, assign events to drivers, and flag events for coaching.

Assigning a Driver

Before an Event can be sent for Coaching it needs to be assigned to a driver profile. To assign an event:

1. On the event's line click the No Driver link under the Driver column.
2. This will open the Assign Driver menu. Use the the search tool or scroll down the menu and select the operator.
3. Click Save.

This will assign the driver profile to that event.

If an incorrect driver profile was selected click the driver's name under the Driver column and then click Change Driver to repeat the process.

Reviewing an Event

1. On the event's line click the Play button.
2. In the event menu, review the video recording and map location.
3. Click the Select Status drop menu and choose the most appropriate option.
4. If necessary, click the Add a comment... field and provide a note about the event.
5. Click Save.

Creating a Coaching Case

Once an event has been assigned to a driver profile it can be converted into a Case. This can be done for individual events or for multiple events by selecting their check boxes and clicking Send to Coaching. 

This will open the Send to Coaching menu. Select if the events will be used to generate a new case or linked to an existing case. To finish, click Create Case.

The Cases tab is where fleet managers can processes coaching plans for risk events assigned to their drivers.

Cases can either be sent to the tab from the Events tab or created by clicking Create Case. Once a case has been created it can be assigned to a Zonar Ignition admin--known as a Coach--to set metrics to track.

Adding Cases

Users can instruct the Cases tab to scour the Events tab for risk events that could qualify as a Case. To mass create cases follow these steps:

1. Click Create Case.
2. Under Driver Scope:
   1. Set the Risk Score threshold. This will instruct created cases to include any risk event with a score above the set number.
   2. Set the Miles Driven threshold. Any risk events from drivers who have traveled less than the listed distance will be excluded.
   3. Set the Coached within threshold. This will exclude any driver that has received a coaching case within the set time period.
3. Under Event Scope:
   1. Set the Most frequent threshold. This will instruct created cases to look for common occurring risk events.
   2. Enable or disable Queue for Coaching. This will instruct created cases to include events that already have a Queue for Coaching status.
   3. Set the Severity threshold. 
   4. Set the Max events per risk event type.
4. Click Create Cases.

Once finished the Cases tab will provide a results menu indicating how many cases have been created or updated, and how many Events were ignored during the case creation process.

Reviewing Cases

On any case line, clicking the hyperlink under the Case ID column will open a case. An open case will have three segments.

Overview: The Overview tab will display the basic information to the case. 

Risk: The Risk tab shows the events that were collected to create the case. Admins can review video footage of events, adjust event statuses if needed, and add notes to each event.

Improvement Plan: The Improvement Plan tab is where admins can set coaching targets for the driver.