First, make sure your vehicle is tagged as a Pool vehicle in Halo:
- Creating a New Driver
System Admin to ‘Create a New Driver(s)’:
How to create a driver- Desktop: Click on the asset to initially assign a driver.
- Driver App: The vehicle will be available for assigning after the next ‘Ignition On’ event.
- Tagging Vehicles as ‘Pool’
System Admin to tag specific vehicles as ‘Pool’:
How to enable vehicles as Pool for driver self-allocation
Next, create your Logbook for this shared vehicle:
1. Creating a Logbook for Pool Vehicles
System Admin to create a new logbook for each Pool vehicle. Refer to this guide for help.
- The Logbook Owner can be either a Driver or the System Admin.
2. Ongoing Driver Assignment
- Going forward, either:
a. The System Admin or Fleet Managers can assign/unassign drivers to ‘Pool’ vehicles via the Halo desktop platform, 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.
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.