Note: this feature is available to Admin users only.
Reminders gadget is a useful tool for your Fleet Managers to connect with their drivers.
Most Fleet Manager dashboards are created from templates. To update fleet manager dashboards you need to update the template itself
To update the template with reminders gadget, you will need to create the gadget first.
Go to Dashboards index screen to access your templates. Click on a drop down list of the dashboard types, select templates and de-select the default types:
Open Fleet Manager Template, click on the menu in the top right-hand corner and select: 'Add Visualization' -> 'Create new gadget'.
This will open the gadget builder for you. Click on the drop down list with gadget types and scroll down or search to select 'Reminders'.
- Fill out the gadget builder fields and adjust date range
Add the relevant variable filters set up on the template so that the gadget displays reminders specific to each driver manager. These can be identified by the yellow 'Variable filter' tag.
Read the article below if you require more detailed instructions
Create Birthdays and Anniversaries Reminders Gadget | FleetOps Help Center
- When you click 'Save' on the gadget builder, a pop up window will inform you how many dashboards created from the FM template will be affected by those changes. Click 'Update' if you are fine with this.
Update your new template
You will be presented with the template opened in the 'Edit' mode, so you'll now have the opportunity to adjust the size of the new gadget, reposition gadgets or remove some that are not relevant anymore.
Remember to save the template. The system will again ask you, if you want to make the changes.