This guide provides step-by-step instructions on how to add a new checklist item under the Carrier File Checklist tab. Carrier Checklists are checklist items specific to a carrier, allowing drivers to upload documents against those carrier-specific checklist items.
Step 1 – Navigate to the Carrier File Checklist Tab
To begin, log in to your carrier account and navigate to the Carrier File Checklist tab from the main menu. This section allows you to manage and maintain required checklist items for compliance tracking.
Step 2 – Click on "Add New Item"
Once you're in the Carrier File Checklist tab, locate and click the "Add New Item" button. This will open a form where you can enter the details for the new checklist item.
Step 3 – Fill in the Form
After clicking "Add New Item", a form will appear on the screen. This form is where you will enter the necessary details for the new checklist entry. Below is a breakdown of each field you need to fill:
Driver Type – Choose between:
CDL (Commercial Driver's License) – This applies to drivers operating large, heavy, or hazardous material vehicles that require a CDL.
Non-CDL – This applies to drivers who operate vehicles that do not require a commercial driver's license.
Mandatory – Select Yes or No to define whether the checklist item is mandatory.
Yes – The driver must submit this document.
No – The document is optional, and the driver can choose whether to provide it.
Expiration Required – Select Yes or No to indicate whether the document has an expiration date.
Yes – The driver must provide an expiration date for the uploaded document.
No – The document does not require an expiration date.
Collection Frequency – Choose how often this document needs to be collected or renewed. Options include:
Annually – The document must be collected once per year.
2 Years – The document must be renewed every two years.
Once – The document only needs to be submitted once and does not require renewal.
Title – Enter the name of the checklist item
Description – Provide additional details about the checklist item, such as its purpose and any special instructions for submission.
Regulatory Citation – Enter the legal or regulatory reference that mandates this document.
This field is used for compliance tracking to ensure that the checklist aligns with industry regulations and requirements.
For example, a DOT Medical Certificate may reference 49 CFR 391.41, which outlines medical qualifications for commercial drivers.
Step 5 – Click on the "Submit" Button
Once all the fields are filled, click the "Submit" button to save the checklist item. If any required fields are left blank, the system will prompt you to complete them before proceeding.
Step 6 – View the Checklist in the List
After submitting, you will be redirected to the Carrier File Checklist list, where you can view the newly added checklist item. This section is divided into two sub-tabs:
CDL Tab – Displays checklist items created specifically for CDL (Commercial Driver’s License) drivers. Any checklist assigned to driver-type CDL will appear under this tab.
Non-CDL Tab – Displays checklist items for Non-CDL drivers. If a checklist was created for Non-CDL drivers, it will be listed under this tab.
The checklist items are categorized based on driver type, ensuring that each driver sees only the relevant requirements for their classification.
Frequently Asked Questions (FAQs)
1. Can I edit a checklist item after adding it?
Yes, you can edit a checklist item by clicking on the Modify button. This will open the form with pre-filled details, allowing you to make the necessary changes.
2. Can I delete a checklist item?
You cannot permanently delete a checklist item, but you can archive it by clicking the Archive icon. Once archived, the item will move to the Archived tab, where you can view archived items separately for CDL and Non-CDL drivers on their respective archived tabs. If needed, you can unarchive an item at any time.
