My Logbook is used by Users to classify the trips they have completed during the Logbook period. My Logbook can be accessed via the web application on a Desktop/Laptop or via the Manager mobile app on a mobile phone. If the User is just a Logbook User this will be the only module they can access in application when they log in.
Accessing My Logbook
- To access My Logbook, log into application either via a web browser on your desktop/laptop or via the Platform Manager mobile app
- If you are just a Logbook user you will be directed straight to My Logbook after login
- If you are a full user of Application you will need to navigate to My Logbook via the Logbook menu on a desktop/laptop
- If you have accessed My Logbook on a desktop or laptop will see different information;
- On a desktop, laptop or tablet screen you will see;
- Start Time/Distance
- Asset
- From – address trip started
- To – address trip ended
- Set Type button
- On a desktop, laptop or tablet screen you will see;
- On a mobile phone screen in portrait view some information is hidden and you will only see;
- Start Time/Distance
- To – address trip ended
- Set Type button
- My Logbook will load all unclassified trips by default and in descending order (most recent first)
- You can switch between unclassified and classified trip views by clicking the buttons at the top of the page
Classifying a single trip
- To classify a trip, click on the Set Type button
- The trip type selector will appear
- Click on the selector to display the list of Trip Purpose types that you can classify your trip
- Select the purpose type and this will automatically classify the trip as Business or Private and remove the trip from the Unclassified trip list
- You can click on the Start or End location to review the start or end location on a map
Bulk trip classification
- To bulk classify trips in My Logbook on a desktop/laptop, hover your cursor over a trip and check the checkbox that will appear in place of the asset avatar
- If you are viewing My Logbook in the Manager app, the checkbox will be visible already
- Once you have checked the first trip you wish to bulk classify the bulk trip purpose selector will appear at the top of your screen
- Once you have selected all trips that you wish to bulk classify
- Click the trip purpose selector
- Select the trip purpose you would like to bulk classify the trips as
- Click the Classify button
- You can cancel the bulk classification by clicking the cancel button next to the bulk trip purpose selector
Editing a trip classification (single or bulk)
- If you would like to edit a classified trip, click the Classified button at the top of the screen to display your classified trips.
- Click on the Edit Type button
- The trip type selector will appear and you can select a new trip purpose for the trip
- You can also edit trip classifications in bulk by following the same steps as described in the Bulk trip classification section of this guide