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[Legacy] Accessing Resource Detail Screens

⚠️ Legacy article (FleetOps v1/v2). This documentation describes the older FleetOps interface. If you are using the current FleetOps interface, the latest documentation lives in the other collections of this help center.


Note: This feature is currently in Beta and is subject to change over time.
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Access a detail screen for an individual resource?

There are two ways to access an resource:
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  • Search
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  • Drill down
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Search for a driver, truck or customer

Note: The 'Search' feature is only accessible to users who have been granted access to a resource. You can learn how to do that here.
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If resource screens have been enabled for your organization, Users who have access to a reesource will see a 'Search' option in the navigation menu on the left, under 'Home'. Note, a user may only search across resources which they have access to.
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Click on 'Search' and this will open up a full page search where you can type in the entity that you are searching for.
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The empty state also outlines which entities you can search for. In this example, you can search for Customers, Drivers or Trucks.
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Drill down from a report or dashboard

If resources have been enabled for your organization, all users will see new icons that appear on hover in a table on reports and dashboards.
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Clicking on this icon will open the resource detail screen in a new tab.
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Switching between resources

Once you have opened a driver screen for example, you can easily switch between drivers using the dropdown on the top right of the screen.
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