Driver Groups

Topics in this section:

• What is a driver group?
• Can other application users see my driver groups?
• I no longer see a particular driver in my group. Why?
• I created a driver group, but the entire group has disappeared. Why?
• Adding a driver group
• Editing a driver group
• Deleting a driver group
• Restoring a deleted driver group

Related topics:

• What is the purpose of the Group Filter?
• What Group Filter selections may be visible?

What is a driver group?

A driver group is a collection of drivers. Use driver groups to view reports for teams or other small groups of drivers.

Driver groups appear in the Group Filter drop-down list, below any home terminal(s) to which you have Home Terminal Access.

Can other application users see my driver groups?

No. Unlike home terminals, a driver group can be seen and used only by the application user who created it.

I no longer see a particular driver in my group. Why?

This can happen in the following ways:

• The driver may have been deleted. If so, the driver still belongs to your group, but the driver's name and records are hidden from view.
• The driver may have been reassigned to a home terminal to which you do not have access. If so, this driver has been removed from your group.

  * If all drivers are removed from your group due to home terminal reassignment, the empty group will remain visible to you. You may add other drivers to this group if you like, or you may delete the group.

I created a driver group, but the entire group has disappeared. Why?

This can happen in the following ways:

• All of the drivers in that group may have been deleted. If so, the drivers still belong to your group, but their records (and therefore, your group) are hidden from view.
• Your Home Terminal Access may have been changed so that you are no longer permitted to access the records for one or more drivers in that group.

  * If you believe that your Home Terminal Access was changed in error, contact your system administrator.

Adding a driver group

To create a new driver group:

1. Click the New button. This displays the Driver Group Detail page.
2. Enter a Driver Group Name. This is the name that will appear in your Group Filter drop-down list.
3. Select the names of drivers whom you wish to include in your group.

   To select the names:

   • Click on a driver's name in the Available Drivers list to highlight it.
   • Click the Add button to add the driver's name to the Selected Drivers list.
   • If a name is added in error, click the name in the Selected Drivers list to highlight it, then click the Remove button.
   • Repeat until the Selected Drivers list contains the desired names.
4. Click the Save button to save changes and return to the Driver Groups list page.

* Hold down the Ctrl key on your keyboard while clicking with your mouse in order to highlight multiple names. When all desired names are highlighted, release the Ctrl key and click the Add or Remove button as appropriate.

Points to remember when adding a driver group:

• Although other application users cannot see your driver groups, the name you choose will appear on screen and in printed reports. Choose a Driver Group Name that not only is meaningful to you, but also conforms with any standards in place for your organization.
• If you have been granted Home Terminal Access to all home terminals in the organization, you may include drivers from different home terminals in the same driver group. If your access is later restricted to a specific terminal, however, you will no longer be able to view or select driver groups containing drivers assigned to terminals other than the one to which you have access.

Editing a driver group

To edit the details of one of your own driver groups:

1. Locate the row containing the driver group you wish to edit.
2. Click the driver group name link. This displays the Driver Group Detail page.
3. Select the names of drivers whom you wish to include in your group.

   To select the names:

   • To add a driver to the group, click on the driver's name in the Available Drivers list to highlight it, then click the Add button.
   • To remove a driver from the group, click on the driver's name in the Selected Drivers list to highlight it, then click the Remove button.
   • Repeat until the Selected Drivers list contains the desired names.
4. Click the Save button to save changes and return to the Driver Groups list page.

* Hold down the Ctrl key on your keyboard while clicking with your mouse in order to highlight multiple names. When all desired names are highlighted, release the Ctrl key and click the Add or Remove button as appropriate.

Points to remember when editing a driver group:

• When you change the Driver Group Name, the new name is reflected in the Group Filter drop-down list when you click Save.
• Although other application users cannot see your driver groups, the name you choose will appear on screen and in printed reports. Choose a name that not only is meaningful to you, but also conforms with any standards in place for your organization.
• If you have been granted Home Terminal Access to all home terminals in the organization, you may include drivers from different home terminals in the same driver group. If your access is later restricted to a specific terminal, however, you will no longer be able to view or select that group.

Deleting a driver group

If you no longer wish to use a particular driver group that you have created, you can delete the group.

* Deleting a driver group merely removes the group from your Group Filter drop-down list; it does not delete the drivers or their records.

Driver groups may be deleted from the Driver Groups list page (one or more groups at a time) or from the Driver Group Detail page (one group at a time).

To delete one or more driver groups from the Driver Groups list:

1. Make sure the Display Deleted checkbox is NOT checked.
2. Locate the row(s) containing the group(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the Delete button. This deletes all groups that you have selected.

To delete a device from the Driver Group Detail page:

1. Click on the Driver Group Name link to display the detail page.
2. After the Driver Group Detail page is displayed, click the Delete button.

Restoring a deleted driver group

Driver groups may be restored from the Driver Groups list page (one or more groups at a time) or from the Driver Group Detail page (one group at a time).

To restore one or more driver groups from the Driver Groups list:

1. Check the Display Deleted checkbox.
2. Locate the row(s) containing the group(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the Restore button. This restores all groups that you have selected.

To restore a device from the Driver Group Detail page:

1. Click on the Driver Group Name link to display the detail page.
2. After the Driver Group Detail page is displayed, click the Restore button.