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Managing your Logbooks

The Logbooks module provides functionality for you to review and manage your Logbooks after creation if you have the appropriate permissions to access Logbooks management functionality. This guide explains the available management features in Logbooks.

Logbook management screen

  • Navigate to the Logbooks management page by clicking on the Logbooks menu and selecting Logbooks
  • The Logbooks management page will load displaying the logbooks you have already created and widgets across the top of the screen
  • In the table you can see a list of the logbooks created under your account and the following information;
    • Label/Asset/Driver
    • Type – the type of logbook
    • Date Start – logbook start date
    • Date End – logbook end date
    • Total – total KM’s recorded in the Logbook
    • Business – total KM’s classified as Business in the logbook
    • Private – total KM’s classified as Private in the logbook
    • Status – logbook status
  • The widgets across the top of the Logbook management screen provides accumulated information about all logbooks
    • In Progress – number of logbooks currently with In Progress status
    • Total KM’s – total KM’s record across all logbooks
    • Business KM’s – total KM’s 
  • On this screen, you can see the percentage (%) of trip classification completed for a logbook in the Business and Private columns
  • You can also change the status of the Logbook to Completed or Cancelled

Reviewing and managing a Logbook

  • Click on the Logbook name to access the logbook screen
  • On the logbook screen, you will see the logbook details at the top
    1. Status
    2. Logbook Label
    3. Reminder Notifications
    4. Logbook period from
    5. Asset (Avatar, Label & Group) It redirect to the Asset Management page.
    6. Driver
    7. Driver Token

  • The Status, Label and Reminder Notifications are editable on this screen
  • You will also see widgets displaying statistics for the logbook;
    1. Total KM’s
    2. Business KM’s
    3. Business Usage %
  • Below the statistic, widgets is a bar graph displaying stats on the Business (KM), Private (KM) and Unclassified (KM)
  • Finally, on this screen you will see the Trip table, which lists all of the trips completed during the logbook period by the asset

Classifying and editing trip classification

  • You can edit the Trip Purpose of any trip in this screen, either classifying a trip or editing a trip classification by using the trip purpose selector

  • Or bulk classify the trips by checking the checkboxes next to the trips you which to classify and using the bulk classification feature

Export completed logbook

  • You can export any logbook to a PDF document bu selector the export option in Logbook screen