Tip:
Highlight text to annotate it
X
Hello - This is Sloan Morris, Director of Client Services with Vigillo. This Vigillo
Video Help will provide a detailed walk through of the Vigillo CSA Custom Groups Scorecard.
[OVERVIEW] Weíre excited to deliver the industryís first and only CSA Custom Groups Scorecard.
The Vigillo Custom Groups Scorecard allows you to easily see any groupings in your organization
ñ such as district, region, terminal, driver status, or any other group you want ñ and
see how each group is doing in the 7 BASICs and other key safety metrics. You can tell
which groups are significantly above or below average. Even better ñ if you choose, you
can allow different people in your organization to view only those Custom Groups you want
them to see. Weíll explain more later in the video.
[How To Activate Custom Groups] How to get started with Custom Groups. To
get started, Vigillo customers can simply send us a spreadsheet that lists each driver
along with that driverís group information. To read more, click on the gray ìCarrier
& Driver by Custom Groupî scorecard icon. Youíll see this screenÖ
[Inactive Screen] Öwhich provides detailed information about
what we need. Basically, just send us your driver list with group information. Vigillo
will set up your custom groups and let you know as soon as they are ready.
[Top Section] Once Custom Groups have been activated for
your site, you will be able to analyze and drill-down into your Custom Groups. In this
video, weíll take a tour of the Custom Groups Scorecard for a fictional carrier called Taber
Mountain Trucking.
Active/Inactive Drivers Stating from the top, there is a link to view
frequently asked questions and a link to view the Video Training.
Next we can see that the current view is All Drivers, active & inactive. Notice there are
633 drivers. If we change the current view to active drivers only HERE, we see that there
are now only 380 drivers. Both of these views ñ all driver or active drivers ñ can be
useful in analyzing safety within the carrier.
Top-Level Custom Groups With Vigillo Custom Groups, you can have many
different custom groups. In this case, Taber Mountain has chosen 4 different custom groups.
We will look at each of them. The four custom groupings are: Driver Manager, Driver Type,
Region, and Vehicle Type.
By default, the first Custom Group listed is the one shown, so currently drivers are
grouped by driver managers.
[Table] Moving down to the table, notice that the
View Groups Tab is active ñ this means we can view the 380 active drivers rolled up
into their driver managers group. The first thing you are likely to notice is the 13 different
driver managers. They are listed from most points per driver to least points per driver
ñ here on the right with the red bars. Viewing the managers based on points per driver allows
for an apples-to-apples comparison of managers with different numbers of drivers. So, Scott
Lane has the most CSA points per driver with 14 while Andy Abernathy looks the best here
with only 4 points per driver.
Question: Does this mean Andy is a better manager than Scott? Not necessarily. If you
are a trucking safety professional, you know there a lot of reasons why scores and points
can vary. Each state enforces the law on their own terms, you might have different vehicle
types, multiple lines of business, etc. When a driver manager or some other grouping is
significantly higher or lower than others, it should cause you to ask why? And perhaps
look more deeply into these numbers.
Notice the top row of the table HERE is the summary row. This tells you the total number
of drivers, inspections, violations, and crashes. Where it gets particularly interesting is
under the & BASICs here. The 1.9 under Unsafe Driving represents the average points per
driver for the entire carrier under this Unsafe Driving BASIC. This means you can easily scan
down the column and see who is above or below average.
Which manager has the highest points per driver under Unsafe Driving? Peter Green with 3.
Thatís about 50% higher than the carrier average of 1.9.
Which manager has the lowest points per driver? Peter OíKeefe at 0.6 is pretty low, but Andrew
Gunderson is even lower with zero points per driver under Unsafe Driving. How are Andrewís
drivers keeping such a low score? Maybe itís worth a conversation to find out. Maybe Andrew
could work with Peter Green to help with strategies or analysis to reduce his high unsafe driving
numbers. There is a lot of actionable information here ñ now that you can see CSA data mapped
to your organization.
You can see the rest of the average points per driver across the other columns. The final
2 columns give you total CSA points and points per driver for each driver manager.
[View Total Points] This view is great for comparing points per
driver ñ but what if I just want to see total points for each group? Where are my points
actually coming from? Easy ñ just click the ìView Total Pointsî link HERE. Your scorecard
will refresh and now youíll seeÖeach driver manager listed with total CSA points under
each BASIC.
We think you find both of these views ñ points per driver AND total points ñ useful in different
situations.
[Drill-Down] Thereís more to the Custom Groups scorecard
than this initial table view though. Notice that each group is a clickable link which
allows you to drill down to see additional details. Iíll click on the first driver manager
Scott Green. Maybe I can learn what is pushing his scores up. Notice the trail that shows
me where Iíve come from ( Driver Manager with 380 drivers) to where I am now: Scott
Laneís groups with 29 drivers). I can click on any of these underlined items to take me
back to that level.
Here are Scottís 29 active drivers, listed from most CSA points to least. It appears
that Jose Arzabala is causing the most points with his Unsafe Driving, Vehicle Maintenance
and Crash scores. With one click on Joseís name, you (or Joseís driver manager Scott
Lane) could pull up Joseís Vigillo Driver Scorecard and see exactly what is causing
the problem and pursue appropriate action ñ counseling or additional training, for
example.
[Print/Export] Scott may want to print out or export this
page of the scorecard. Hereís how he would do it for this page (or any scorecard page)
Print: To print simply click the Export button here and choose PDF. Then print the PDF.
Export: Click the Export data link HERE ñ this gives you a clean graphics-free version
of your data. Next click the export button and choose Excel. Then, simply follow the
prompts to open or save your file and open it into a spreadsheet program such as Microsoft
Excel.
[Driver Type] Weíve explored the driver manager Custom
Group. Letís look at a different grouping. Taber Mountain has also organized their drivers
by driver type. Letís click on Driver Type HERE to check it out. Notice that clicking
a new top-level Custom Group resets current view to All Drivers (active & inactive). Here
we are comparing Company Drivers and Owner/operators. According to our fictional data, it appears
that company drivers are getting slightly more points per driver overall (see the red
bars at the far right). Letís switch views to ìPoints per Driverî to see how they compare
on a driver-by-driver basis. [CLICK VIEW POINTS PER DRIVER] [Screen changes] Interesting!
For Taber Mountain, it looks like the company drivers are a little worse in all BASICs except
for Drugs/Alcohol and Crash where they are tied and Cargo where the owner/operators are
worse.
A lot of fascinating information becomes available when you combine your organizationsí groups
with CSA violation and crash data. Letís look at a different grouping:
[Region] Letís look at the custom group scorecard
by region. This grouping is a bit different because it is a multi-level grouping. We will
go from Region to Division to Terminal and finally to driver. Here we go.
First I can see all three regions listed. Iím most interested in the Central Region
so Iíll click Central (with 228 drivers). That takes me to 4 divisions. Iíll click
South Central with 75 drivers. South Central has 12 terminals. Iím particularly interested
in terminal 147 at the top here. What is going on with their high unsafe driving and Fatigued
driving scores? Oh right, that is from just 1 driver. Instead I will click on Terminal
141. I seeÖonly the top 8 drivers have any CSA points at all ñ and some of them are
inactive. You can tell because these drivers are faded with a gray background and also
because of the word ìinactiveî HERE. Letís clear out the inactive drivers. Iíll click
change view to active drivers only HEREÖ A-ha. Now I can really see which drivers are
causing points. This will really help.
[Vehicle Type] One last Custom Group to check out ñ Vehicle
Type. Letís take a look. Here we can easily compare drivers of different types of vehicle
against each other to see how they are doing under CSA on a per driver basis. Do any of
these numbers stand out? Well, most of the numbers seem pretty close, except for The
refrigerated drivers seem to have a much higher score under the Driver Fitness BASIC. Maybe
this is a good time to review driver fitness rules, such as having your valid medical certificate
with you, with the refrigerated team.
[Other Custom Groups] Well, Weíve looked at four different custom
groups. You can also combine groups such as view terminals by vehicle type. You can also
add or delete custom groups to make the custom groups scorecard as useful as possible for
your organization.
[Unassigned Drivers] There is one other Tab to explore ñ the Unassigned
Drivers Tab HERE. What do we mean by unassigned drivers? Well, drivers can be unassigned for
a handful of reasons. A few examples: perhaps the driver was not assigned to one of the
custom groups, perhaps the FMCSA inspection data lists a driver not on your driver list,
you get the idea. The bottom line is if there are any unassigned drivers, the Vigillo administrator
for your carrier can help you resolve all unassigned drivers. Administrators ñ if you
have any questions about this, please contact vigillo at support@vigillo.com or (503) 688-5100
ext 102.
[Limited Viewing Permissions] We havenít said much about one of the best
features of Custom Groups ñ you can provide limited access to your Custom Groups scorecards
to anyone you want. For example ñ perhaps you want to give each terminal manager the
ability to view data only for their own terminal. No problem. Your Vigillo administrator can
set that up.
Well, that wraps up this Video Help for the Vigillo CSA Custom Groups Scorecard.