First, create a ‘Pool’ type tag to assign to the vehicle
Do this by navigating to the extended menu in Halo, and opening the Tags page
Click ‘New Tag‘
Create your own name for the tag and set a colour. Make sure the type is set to ‘Pool‘ – this will classify the vehicle as a shared vehicle.
Next, find and open the vehicle on the Assets tab
Note: you can use the search bar to find specific vehicles or use filters to the right of the search bar to find assets by tag, location (fence), type or status
Using the tags dropdown, search for the tag name of the ‘Pool’ type tag you just created to assign this tag to the vehicle
Now that the vehicle is assigned as a pool vehicle, we can share driver assignment
Ongoing Driver Assignment
You can only have one driver assigned at a time for each vehicle, so that Halo can easily identify which driver is using that vehicle at the time of each trip.
- To change driver assignment on an ongoing basis going forward, either:
a. The System Admin or Fleet Managers can assign/unassign drivers to ‘Pool’ vehicles via the Halo desktop platform, using the dropdown in the Assets tab, or
b. Drivers can assign/unassign themselves to Pool vehicles using the Driver App.
- Please find screenshots below of a driver identifying an unassigned ‘Pool’ vehicle and the option to ‘Assign’ themselves.
- Drivers will need to be loged into the Toyota Halo Driver app to assign and unassign themselves.
Criteria for Using the Toyota Halo Driver App
The Toyota Halo Driver app, available on the App Store/Google Play Store, allows drivers to assign themselves to vehicles. The following criteria must be met for self-assignment:
- The Fleet Manager must have listed the driver as available for the vehicle.
- The vehicle must be tagged as a “Pool” vehicle.
- The driver must be within 2 km of the vehicle.
- The vehicle must be stationary (not moving).
- The vehicle must have communicated with Halo within the last 6 hours.
Note:
- Work/personal trip classifications for logbooking can only be done via the desktop platform.
- A ‘System Admin’ cannot simultaneously be assigned as a ‘Driver’
- Once a driver is assigned to a vehicle, the Driver App will only display the option to ‘Unassign’ themselves from the vehicle.
If you have any questions please reach out to ToyotaHaloSupport@toyota.com.au