Procedure
If the user has an Administrator Security Clearance:
1.-Verify the user is set up as a Driver in the system
2.- Verify that theTrip Categorization flag is enabled under the Feature Preview tab, on the user Options section or the User Edit page.
*If there is no Feature Preview tab, follow instructions from How to enable Feature Preview
If the user will have another Security Clearance different from an Administrator ,a Sub Clearance that has the Trip Categorization features enabled. must be created.
How to Create a Security Sub-Clearance?
1.- Create Sub Clearance,look for the features you would like to enable or disable in the Search feature box.
2.-For trip categorization only, enable the following features:
Trips and activity report
Manage driver activity group
3.-To require annotations for each categorized trip, also enable:
View trip annotations
Administer trip annotations
4.- Once completed click on Save
5 .- Assign the Security Clearance that has the Trip Categorization features enabled, and make sure the user has been set up as a Driver on the system.
Additional Notes
How to add a user in MyGeotab?
How do I make a user a driver in MyGeotab?
How to change a user's security clearance?
If a driver is not obliged to be compliant with the Hours of Service (HOS) mandate, or perform an asset inspection (DVIR), and the Drive App user is the Security Clearance from which you would like to create a Sub Clearance, you can type in the Search feature box the words DVIR and disable the features, and then do the same with HOS.
Make sure the driver is assigned to the group where the vehicles they would be using are, so that the driver could assign himself to those vehicles and categorize the trips.