Assigning and separating drivers

Drivers can be assigned to units manually or automatically. After that, you can work with the assignment history.

To assign a driver to a unit manually, follow these steps:

1. Click on the icon opposite the required driver in the list.
2. Select the unit to which you want to assign the driver. Here you can see the units from the work list on the Monitoring tab. To see all available units, click on the icon to the left of the search.
3. Click OK.

After that, the icon of the selected unit is shown in the driver row.

To separate the driver from the unit, point to the unit icon in the driver row and click on the icon . You can also separate drivers by registering new working intervals for them or by deleting their assignment.

Automatic assignment and separation of drivers requires special equipment, for example, digital electronic keys with RFID tags. When entering a vehicle, the driver should present the electronic key to the reader, which is connected to the device installed on the unit. If the parameter received from the device contains the electronic key code, the driver is assigned to the unit automatically.

The key code must match completely (including the letter case) with the driver’s code and the parameter value of the Driver assignment sensor.

In order for the drivers to be assigned and separated automatically, you should:

• create a sensor of the Driver assignment type in the properties of all units which should be used for automatic assignment and separation;
• create an automatic assignment list.

To create a sensor, follow these steps:

1. Click New on the Sensors tab in the properties of the required unit.

2. Specify the sensor name.

3. Select the Driver assignment type.

4. Specify the sensor parameter according to the settings of the equipment, for example, avl_driver. You can’t specify a parameter from the previous message for the Driver assignment sensor and its validator.

   If necessary, conversion can be applied to the value which is sent in this parameter. In this case, enter an expression in the field including the parameter name and the function or mathematical operations.

5. If necessary, enable the Validate separation option. It can be useful if you want to create several sensors of the Driver assignment type with different parameters in the properties of one unit. If the option is enabled, a driver assigned to the unit can be separated from it automatically only if an empty value or a separation code comes from the same parameter as the one used for assigning the driver. If the option is disabled, the empty value or the separation code received from any sensor leads to the separation of all the drivers assigned to the unit.

6. If necessary, specify the separation code.

   Only text or integer parameter values (including after conversion) can be used as a separation code. In other cases, the sensor value is rounded and automatic separation doesn’t work.

7. Click OK.

To create an automatic assignment list, follow these steps:

1. Click on the icon above the list of drivers.
2. Select the resource for the drivers of which you want to configure automatic assignment. If only one resource is available to you, it’s selected automatically.
3. Click Next.
4. Select the units or unit groups to which the drivers of the selected resource should be assigned automatically. To switch between the lists of units and their groups, use the icon /.
5. Click OK.

The automatic separation of drivers is carried out:

• after receiving the parameter with the separation code specified in the properties of the Driver assignment sensor;
• after receiving the parameter with an empty value;
• after assigning another driver to the unit, provided that the Exclusive option is enabled in their driver properties;
• after assigning the same driver to another unit (without a separation code).

A driver assigned to a unit manually can’t be separated from it automatically. You can only separate them manually.

To disable the automatic assignment and separation of drivers, click on the icon , select the resource, clear the selection of the required units, and save the changes.

To obtain correct information about the drivers’ working intervals, messages with assignments and separations should be sent in chronological order in real time. If the device sends several messages from the black box at the same time, the information can be distorted.

The Assignment history feature allows you to view the history of assignments, add records of assignments manually (register working intervals), and delete them if necessary. To perform these actions, click on the icon to the right of the driver’s name.

To view the assignment history, specify the required interval and click Show.

The list shows all the assignments and separations for the selected period. The events are grouped by date. You can collapse or expand each date group by clicking the arrow icon in the date header. All groups are expanded by default.

Each event row contains:

• event icon: its tooltip shows if the event is a manual or automatic assignment or separation;
• event date and time;
• unit icon: point to it to see the unit tooltip;
• unit name.

You can filter these events by registration method: manual or automatic. To do this, use the Manual and Auto buttons, respectively.

You can delete an incorrect manual assignment or separation by pointing to its row and clicking the icon . If an assignment is deleted from the history, it isn’t shown in reports either.

Automatic assignments and separations can’t be deleted. You can mark them as false instead. To do this, point to the event row and click the icon (for assignments) or (for separations). To reverse this action, click the icon or , respectively.

False events are displayed with a strikethrough style. To hide false assignments and separations, click the icon and select Hide false events.

When you mark an automatic assignment as false, the system marks the entire assignment interval (from the assignment time to the separation time). Any telemetry messages received within this interval are also automatically treated as part of the ignored period.

Some separations are created automatically by the system when another event ends the current assignment. These events can’t be deleted or marked as false. The action icons are disabled, and a tooltip explains the reason:

• Shortened by another unit: the same driver was assigned to a different unit, which ended the previous assignment.
• Exclusive driver: a driver with the Exclusive option was assigned to the same unit, which forced other drivers to be separated.

To create a record of the driver assignment in the past, follow these steps:

1. Click Add shift.

2. Select a unit in the drop-down list. The system auto-suggests the most frequently used unit for this driver.

3. Specify the time of the interval beginning and, if needed, its end. To enable the Shift end field, select the check box next to it.

   The date and time indicated as the beginning and end should be in the past or present. If you specify them in the future, the interval is registered with the current date and time.

4. Click OK.

If you specify both the beginning and end time, the interval is registered with an assignment and a separation. If only the beginning is specified, only an assignment is registered. The driver remains assigned to the unit until separated manually or until another event ends the assignment.

Information about driver assignments and separations is linked to the driver and stored in the resource in which the driver is stored. The retention time of the information is the same as the value specified in the History period field for the account in which the driver’s resource is stored.

A record of the first manual driver assignment can be retained longer than the history period set for the account. When a new manual driver assignment is made, the previous record whose history period has expired is deleted.

Example. The history period for an account in which a driver is stored in a resource is 30 days. A driver regularly uses one vehicle without an electronic key with an RFID tag. They were manually assigned to the unit one year ago. This driver is shown as an assigned driver until they are assigned to another unit. After being assigned to another unit, the record of the first assignment is deleted once its history period has expired.

In some cases, several drivers can be assigned to the same unit at the same time. However, one driver can’t be assigned to several units at the same time. If you assign a driver to another unit (for example, by registering a working interval), this assignment ends the previous one.

To avoid assigning several drivers to one unit, enable the Exclusive option in the properties of all required drivers.