Duty Planner

Using the Duty Planner in TEQ

The Duty Planner allows you to schedule and assign non-driving tasks, such as meetings, cleaning, admin work, training, or rest breaks, directly alongside trip planning. This ensures a complete and accurate overview of each employee’s workday.

Step 1: Enable Duty Planner

1. Go to Settings → Company Settings.
2. Scroll to the Default section.
3. Toggle Duty Planner to On.

Step 2: Grant User Role Access

1. Go to Settings → Admin → User Role.
2. Select the user role(s) that should have access.
3. Enable all relevant Duty Planner features and actions.

💡 Tip: Users without these permissions will not see Duty Planner tools.

Step 3: Create Activities

Activities define the types of duties you can assign to employees.

1. Go to Planning → Activity Type.
2. View existing activities or click ➕ New Activity.
3. Fill in the required fields:

• • Category → Work time or Rest time
  • Payment type → Paid or Unpaid
  • Minimum duration → Required number of minutes

Step 4: Assign Tasks in Duty Planner

1. Go to Planning → Employee Duty Plan.

Choose your view:

• 📅 Day View → Focus on one day at a time
• 📆 Week View → See a full weekly overview

You can:

• Assign activities individually
• Apply tasks in bulk to several employees
• Adjust or remove tasks to balance workloads based on trip assignments

💡 Tip: Duties appear alongside scheduled trips, making it easy to avoid conflicts.

Step 5: Tasks in Ferdia Driver App

Employees can view their assigned duties directly in the Ferdia Driver app.

Tasks are color-coded for clarity:

• 🟦 Work tasks
• 🟩 Rest tasks
• 🟨 Other assignments

🛠 Troubleshooting

Duty Planner not visible

• Confirm the feature is turned on in Company Settings.
• Check user role permissions under Settings → Admin → User Role.

Unable to create or assign an activity

• Make sure the user role has both Actions and Features enabled for Duty Planner.
• Verify the activity type has a valid minimum duration.

Activities not showing in Driver App

• Ask the driver to refresh their app.
• Check if the activity falls within the driver’s active schedule.
• Confirm the driver is linked correctly under HR → Employees.

Tasks overlapping with trips

• Adjust times in the Employee Duty Plan view.
• Review daily or weekly view to avoid conflicts.

Still having trouble?

• Contact TEQ Support with screenshots, employee name, and task details so we can assist you quickly.