How to review & edit trips

Driversnote allows you to track and log trips both manually and automatically with our two forms of auto-tracking. We know that from time to time, you need to edit a trip. Perhaps you classified a trip as Business when it should have been Personal/Private? Or you would like to add a note on a trip with the name of the client you visited. You have the ability to easily edit and delete trips both within the mobile app and on our website. 

In the article below we will show you how, and we will share our best tips and tricks! 

In this article

Review your auto-tracked trips

Your auto-tracked trips will be added to your All Trips list. New trips will also be added to the Inbox in the mobile app or with a red dot on the web version. From here you can revise them and review them one at a time or delete the ones you don’t need. More specifically, while reviewing them, you can edit the name of the start/stop location, the time and date, the vehicle, and the workplace. You can also classify them as business or personal, and add a note. Afterwards, click Mark as Reviewed and they are ready for reporting.


Once a trip is reviewed, it will be removed from the Inbox and will remain on the All Trips list.


On the web, once a trip is reviewed, the red dot will disappear.


Please note

Manually logged trips are added by default directly to the All Trips list.

Tip

If you are constantly having to change your trips' type, you can save time by setting up your work hours and letting the app categorize your trips based on departure time as either business or personal/private. Read more here

Review all


When you have trips in the trip inbox, you have the option to select “Review all” to review and approve these trips all at once. This screen will also give you a handy summary of your new list of trips, including details of number of trips and total mileage for that period.

While we do still recommend that you take the time to approve each trip individually, so you can make sure tracking is working well and that your categorisation is correct and you have added notes if you need them, we recognise that sometimes you will not need or want to do this and a quick review and approve process is far more suitable.



Edit a trip from the mobile app

To edit a trip in the mobile app:
  1. Open the app
  2. Tap on All Trips
  3. Find the trip you wish to edit, then tap to show the Trip details 
  4. There you can edit all trip details, including address, classification (business & private/personal), and vehicle
  5. If you wish to change the time and date of a trip, tap on the time and date shown under the address of your trip *
  6. Tap Done

* Note: If you need to edit the date to a previous year, when you open the date to edit, simply scroll back the previous months until you have the correct month you need. When you tap Ok you will find the correct previous year has been added.

Tip

You can make a note in order to record specific details about your trip. For example, details pertaining to your trip (like allowances, services, fuel, and other expenses). These notes will then show up both in the list of trips and in your downloaded reports.

Here is an example of changing each trips' classification from business to personal:

Extend the start/stop location of a GPS trip in the mobile app

If you would like to extend a trips' route, you can do it by adjusting its starting and/or ending location(s). To do that:

  1. Find your trip either in the Trip Inbox or in the All Trips list. 

  2. Select the Start/Stop location.

  3. Choose a location from the list or type to search by name or street. If you choose a saved location, then you will be directly taken to the Extend route screen. If you choose a new location, then please keep in mind that the app will first ask you to save that location.

    Please note

    The route extension applies only for locations outside a 400m radius of where your trip started/stopped. If you select a location within the 400m radius, then the route length and the total trip distance will not be affected.

  4. Tap Extend route

  5. Select a route

    Please note

    When creating manual trips, the Driversnote app asks Google for the most optimal routes. In other words, the shown routes are based on data we get from Google, which means that there might be different route options available depending on the time of the day, on the traffic or on specific usage information about how users are driving around.

After doing that, the route will be extended and the distance difference of the newly selected location will be added to the total recorded distance of the trip.

Edit a trip from the Driversnote website

Driversnote Web offers you multiple options for editing trips! Log in using your e-mail and password, then click Trips. Depending on what you want to edit, use our quick actions, bulk actions menu, or click on an individual trip.

Quick Actions

If you need to edit the classification of or delete a trip, use our quick actions. Just hover over the trip and click on the action you wish to take.

Here is an example of quickly changing the classification of trips:

Bulk Actions

Use our bulk actions feature to add the same note to multiple trips, change the vehicle/workplace of multiple trips, delete multiple trips at once or mark trips as reviewed. 
Simply select the trips you wish to edit and then use the Bulk Actions Menu to edit. 

Here is an example of adding the same note to multiple trips: 

Edit an individual trip 

  1. Find the trip you would like to edit and click on it to reveal the trip details
  2. To edit the time and date of your trip, click directly on the numbers you wish to change
  3. The changes to the trip will be saved automatically

Note that if you need to edit a start or end destination for an auto-tracked trip that is more than 400m away, then you need to create a new trip manually and then delete the incorrect auto-tracked trip. Read more here: How to log a trip manually

Review your trips on the web

Do you track your trips automatically using motion detection or our iBeacon? Instead of reviewing the trips in the app, you can review them on the website. Trips that you have not reviewed will have a red dot next to them.
There are a few ways to mark trips as reviewed:
  1. Open the trip to view and edit all details
  2. Use quick actions to quickly edit a trip without opening it
  3. Select the trip or trips and use the Bulk Actions Menu to mark them as reviewed 

Please note, that reviewing is optional but allows you to quickly see your latest trips and ensure that they are correct for when it’s time to report :-)

Here is an example where we reviewed the trips by looking at the locations, and classifications. They all look correct so we select them all and mark them as reviewed. 

How to move trips between vehicles & workplaces


Apart from editing the time, date or locations of a trip, you may need to change the vehicle or workplace associated with a trip.


Read our main article on How to move trips between vehicles & workplaces


When you review trips in the trip dashboard, you can change the vehicle or workplace:

  1. If you have more than one workplace defined in your account, you can edit this here when you are reviewing trips.
  2. You can choose additional vehicles for the trip if you have more than one defined also.

Delete a trip 


To delete a trip via the Driversnote website, select the trip you wish to delete from your Trips list, then click on the Delete button in the selected trip details.


In the mobile app:

To delete a trip in the mobile app, select the trip you wish to delete on your Trips list. Then, tap on the garbage bin icon in the top right corner.