In every plan

Driver qualification files

Each driver’s documents in one file, with what is missing shown first.

Step by step

  1. Open Compliance. The tiles Lapsed, Running out and Never recorded count what needs you, and the table lists each item and who or what it belongs to.
  2. Under Requirement set, choose the set that fits your company (for example Trucking / motor carrier) and press Save.
  3. Trucks: open Fleet, open a truck, and under Paperwork type the Number and the expiry date beside each item, then press Save.
  4. Drivers: open Driver files, click a name and fill in the Qualification record the same way. The scanned documents live in the Document folder.
  5. Company filings go under Company records on Compliance.

Anything without a date counts as missing, so it stays on the list until you record it.

Set up first

Each driver’s CDL and medical card.

Worth knowing

  • A missing document is shown as missing, never as current.
  1. Driver files: each driver’s CDL, medical card, drug test and reviews.
  2. Tomasz Nowak’s medical card runs out in 12 days, so it is flagged now, not after.

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