The Driver Management Overview Screen is designed to provide an at-a-glance summary of all drivers and their associated details. This screen allows administrators to efficiently manage driver records, verify details, and keep track of key expiration dates for compliance.
This short video gives and overview of the Driver Management Screens
Driver Information Display
Displays key details for all drivers, such as:
Code: A unique identifier for each driver.
Name: The driver’s full name.
Company: The company associated with the driver.
Email: Contact email address.
Mobile: Contact phone number.
Start Date/End Date: The period of association with the company.
Office: The office or branch to which the driver is assigned.
Type: Indicates whether the driver is Contracted or Sub-Contracted.
Expiration Dates: Key compliance dates, such as:
- Insurance Expiry
- Liability Expiry
- Right to Work Expiry
- MOT Expiry
- Tax Expiry
- License Expiry
Highlighting Expired or Upcoming Expiry Dates
Expired or soon-to-expire items are highlighted in red for easy identification.
Filters and Search Options
Allows filtering drivers based on:
- Office: Filter by specific office locations.
- Verified Information: Filter by verification status.
- Driver Type: Filter between Active Drivers and other categories.
Search Bar: Quickly locate a driver by entering keywords.
Refresh Button
Updates the data to ensure the latest driver information is displayed.
Column Customisation
The Columns button allows you to select which details to display on the screen, enabling a customized view.
Action Icons
Located on the right side of each driver’s row, these icons provide quick access to various driver management functions:
- Driver Photo: View or update the driver’s profile photo.
- Driver Audit: Access the driver’s audit history.
- Driver Statement: View the driver’s statement records.
- Edit Details: Edit or update the driver’s personal and compliance details.
Best Practices
Verify Expiration Dates: Frequently check the highlighted expiration dates and take necessary actions to renew or update documents.
Filter Effectively: Use filters to focus on specific groups of drivers, such as those with upcoming expirations or assigned to a particular office.
Audit Regularly: Utilise the audit feature to maintain a clear record of driver activities and updates.