Driver Safety Scorecard Report

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Learn how to set up, customize, configure, and automate the Driver Safety Scorecard, including customizing rule weights and risk classifications.

User Guide

January 2025

Driver Safety Scorecard User Guide

Introduction

The Driver Safety Scorecard is a powerful, customizable report available on the Geotab Marketplace. The following sections describe how to customize, set up, import, configure, and automate the Driver Safety Scorecard:

Customizing the rule weights and risk classifications
Setting up the exception rules
Importing the Driver Safety Scorecard

You can view this document in digital format by visiting this link — http://goo.gl/32dhmR.

Requirements

Download the Driver Safety Scorecard Report from the Geotab Marketplace.

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Customizing the rule weights and risk classifications

This section is for Customers that want to customize the default rule weights and risk classifications.

If you would like to keep these default settings, proceed to Setting up the exception rules.

Default rule weights	Default risk classifications
Hard Acceleration: 10% Harsh Braking: 10% Harsh Cornering: 10% Seatbelt: 20% Speeding: 20% Excessive Speeding: 30%	Low Risk: 90–100 Mild Risk: 75–90 Medium Risk: 60–75 High Risk: 0–60

To adjust these default rule weights and default risk classifications, follow these steps:

1	In MyGeotab, navigate to Reports > Report Setup > Report Views, then export the Driver Safety Scorecard report under Risk Management.
2	To adjust the rule weights, open the exported Driver Safety Scorecard report in Excel, then change the percentage weights (Rules Weight table). ! IMPORTANT: Any weight can be applied to any rule, as long as the total equals 100%. The Average Fleet Score, Total Scores, and Scoring Classifications automatically update based on the new weight assignments. Each driver receives a score ranging from 0-100.
3	To adjust the risk classifications range, change the lowest score for each classification in the table. The Average Fleet Score and Scoring Classifications automatically update based on your new Risk Classification ranges. The Total Score values remain the same, but are classified differently based on the adjusted risk levels. ✱ NOTE: After all changes have been made, go to the Risk Breakdown tab in the file before saving it. This ensures the correct graph is displayed on the dashboard.
4	Save the Driver Safety Scorecard report to a location you can easily access later.

You have successfully created a custom Driver Safety Scorecard report.

Setting up the exception rules

1	In MyGeotab, navigate to Groups & Rules > Rules.
2	Toggle on the following rules: Harsh Acceleration Harsh Braking Harsh Cornering Speeding Seat belt ✱ NOTE: Once enabled, the Hard Acceleration, Harsh Braking, Harsh Cornering, and Speeding rules have threshold settings that can be adjusted.
3	To create the Excessive Speeding rule, click on the pencil icon for the Speeding rule to customize it. The Exception Rule Edit page is displayed.
4	Enter “Excessive Speeding” in the Name field.
5	Under the Conditions tab, click on the sheet icon to open the Advanced Conditions Editor.
6	Copy and paste the string as shown below into the Advanced Conditions Editor, replacing the previous conditions. IsValueMoreThan[value=85mph](Speed) ✱ NOTE: The suggested condition is (speed > 85 mph).
7	Click Save.

You have successfully set up the exception rules.

Importing the Driver Safety Scorecard

If you customized the rule weights and risk classifications, proceed with the steps to import the Driver Safety Scorecard into MyGeotab.

If you would like to keep the default rule weights and risk classifications, navigate to Reports > Report Setup, then export the Driver Safety Scorecard report under Risk Management before proceeding with these steps.

To import the Driver Safety Scorecard, follow these steps:

Report view tab

1	In MyGeotab, navigate to Reports > Report Setup > Report Views.
2	Click Create custom report.
3	Upload your default or customized Driver Safety Scorecard file by dragging and dropping it into the box, or click to browse and select the file from your computer. The Report page is displayed.
4	Configure the report with the following options under Report views. Show report in dropdown list – Select Yes. Run report by – Select Vehicles & Assets or Driver. Group by – Leave it as None. Hide rows with zero distance – Select Yes. Grouping options – Leave it as Individual vehicles or drivers. Exception rules – Assign exception rules in this exact order: Hard Acceleration Harsh Braking Harsh Cornering Seat Belt Speeding Excessive Speeding (custom speeding rule) ✱ NOTE: This step allows users to manually run the report through the Risk Management tab by changing the View to Driver Safety Scorecard.
5	Click Save to save your changes.

Dashboard tab

1	Go to the Dashboard tab, then select Excel chart.
2	Configure the following options under Display Options: Group and individual dashboard viewers – Select the desired dashboard viewers Include me as a dashboard viewer – Select Yes.
3	Configure the following options under Report Data Configuration: Date range – Last week is recommended Refresh period – Weekly is recommended Next run – Select the next time the report will run based on the date range and refresh period. Monday of the following week is recommended Belonging to – Select the groups to report on. The default is Everything).
4	Under Additional Report Options, apply the same settings as before: Show report in dropdown list – Select Yes. Run report by – Select Vehicles & Assets or Driver. Group by – Leave it as None. Hide rows with zero distance – Select Yes. Grouping options – Leave it as Individual vehicles or drivers. Exception rules – Assign exception rules in this exact order: Hard Acceleration Harsh Braking Harsh Cornering Seat Belt Speeding Excessive Speeding (custom speeding rule)
5	Click Save to save your changes.

Email report tab

1	Go to the Email report tab, then select On for Email options.
2	Configure the following options under Display Options: Group and individual recipients list – Select the desired recipient list. Email the report to me – Select Yes. Redirect report – Leave as No.
3	Under Report Data Configuration, select the type of report, then apply the same settings as before: Type of report – Select PDF or Excel. Date range – Last week is recommended Refresh period – Weekly is recommended Next run – Select the next time the report will run based on the date range and refresh period. Monday of the following week is recommended Belonging to – Select the groups to report on. The default is Everything).
4	Under Additional Report Options, apply the same settings as before: Show report in dropdown list – Select Yes. Run report by – Select Vehicles & Assets or Driver. Group by – Leave it as None. Hide rows with zero distance – Select Yes. Grouping options – Leave it as Individual vehicles or drivers. Exception rules – Assign exception rules in this exact order: Hard Acceleration Harsh Braking Harsh Cornering Seat Belt Speeding Excessive Speeding (custom speeding rule)
5	Click Save to save your changes.

You have successfully set up and configured the Driver Safety Scorecard report.