Driver qualification files
Each driver’s documents in one file, with what is missing shown first.
Step by step
- 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.
- Under Requirement set, choose the set that fits your company (for example Trucking / motor carrier) and press Save.
- Trucks: open Fleet, open a truck, and under Paperwork type the Number and the expiry date beside each item, then press Save.
- Drivers: open Driver files, click a name and fill in the Qualification record the same way. The scanned documents live in the Document folder.
- 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.
- Driver files: each driver’s CDL, medical card, drug test and reviews.
- Tomasz Nowak’s medical card runs out in 12 days, so it is flagged now, not after.