View, Add, or Edit an Operator Follow

Overview

Adding operators and assigning them to assets not only enhances visibility across the IntelliShift platform but also enables precise alerting and reporting by operator. This added level of detail allows fleet leaders to better understand driver behavior, identify and address risky driving habits, track compliance with safety protocols, and ensure inspections are completed, ultimately promoting a safer and more efficient fleet operation. 

If you are subscribed to IntelliShift's Inspect or Hours of Service product, creating operators is essential so that your operators can log in to the "In The Field" mobile app.

In this article, learn how to create a new operator and edit their permissions.

Table of Contents

• View Operators
• Operator Creation Navigation Overview
• Create an Operator
• Edit an Operator
• Best Practices

View Operators

To view Operators, follow these steps:

1. In the left-hand navigation, select the "Administration” service module.
2. In the top navigation, select "Operators"

Please note, if you do not see this module, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions.

User Creation Navigation Overview

When creating a new operator, 

• (Required) Add a display name.

  • The display name will display across the platform and in reports.

• Add a first and last name.

  • This legal name is utilized for Compliance functions such as IntelliShift's Hours of Service and Logbook features.

• Assign an asset.
  • The operator will stay assigned to this asset unless unassigned either manually or automatically by the system.
• Assign an office user.

  • If desired, select an office user in which the operator reports to. This will not change permissions across IntelliShift. This is only for internal notes.

• Add a cell number and carrier.

  • This field is important to complete if you intend to manually send operator text messages or through automated alerts. The IntelliShift platform will not contact the operator unless you have created an automatic alert or manually triggered a message.

• Add a medical card expiration date.

  • This allows office users to keep track of an operator's medical card expiration date.

• .Create a pin

  • If you are subscribed to IntelliShift's "Inspect" or "Hours of Service" products, you will also need to enter a unique pin between 4 to 8 digits. This allows the operator to access IntelliShift's "In The Field" mobile application.

• Add the employee ID.
  • Employee ID is a field that provides organizations the ability to store an internal identifier within the operator profile, which enables the organization when leveraging the IntelliShift Connect API to match and pair IntelliShift operators to your 3rd party system.
• Assign a key fob.

  • If subscribed to IntelliShift's DriverID product and using key fobs, you will assign the operator to a key fob within this menu.

• Add endorsements.

  • Check the applicable endorsements for the driver.

• (Required) Assign a branch or branches.

  • Please note, this will restrict access to only assets within the branch. In other words, if an operator is conducting an inspection, they will only be able to self-select assets to inspect within their branch. 

Create an Operator

To create a new operator, follow the steps below.

Please note, operators will not receive any message from IntelliShift informing them that they have been created as an operator on the IntelliShift platform.

Edit an Operator

To edit an operator, follow the steps below.

Best Practices

• Define a standard process for operator upkeep. Ask yourself . . . 
  • • Who should update operators as employees join or leave the company?
    • What information should we require within their operator profile?
    • If operators take their vehicles home, should we add employee landmarks?
    • How will we ensure that the operator is paired with the correct asset?
      • Please note, IntelliShift offers two methods to pair operators and assets:
        • Manual Assignment
        • Automatic Assignment
          • IntelliShift DriverID: Key Fob or Corporate ID
          • IntelliShift Inspect: Completion of daily digital inspections