What is an Exempted Checklist Item?
The exemption feature allows carriers to mark specific checklist requirements as not applicable for a particular driver.
This is useful in scenarios where:
A checklist document or requirement does not apply to a driver
The driver is not required to provide a specific document
Compliance should still be calculated without penalizing the driver for a non-applicable requirement
When a checklist item is approved as exempted:
The item is automatically marked as Compliant (Exempted Approved)
No document submission is required for that item
The assigned compliance percentage is automatically added to the driver’s total compliance score
Step 1 – Configure the Checklist Item as Exemptible
Before a checklist item can be exempted for a driver, exemption must first be enabled in the checklist configuration.
While creating or updating a checklist rule:
Navigate to the checklist rule configuration.
Locate the checklist item.
Enable the Is Exempted toggle for the checklist item.
Save the configuration.
Behavior:
If Exemptible = Enabled, the Exempt button will appear in the Driver Checklist.
If Exemptible = Disabled, the checklist item cannot be exempted, and the button will not be visible.
Step 2 – Go to the Drivers Tab
Log in to your carrier account and navigate to the Drivers tab from the main menu.
Step 3 – Click on Any Driver’s Name
Locate the driver for whom you want to exempt a checklist item and click on their name to open the driver profile.
Step 4 – Switch to the Checklist Tab
Inside the driver profile, navigate to the Checklist tab.
This section displays all assigned checklist items.
Step 5 – Expand the Checklist Item
Locate and expand the checklist item.
If the checklist item was configured as exemptible, you will see the Exempted button.
Step 6 – Click on the Exempt Button
Click Exempt Item.
A modal will open where the user can review the exemption details and optionally provide a reason for the exemption.
Once completed, click Confirm Exemption.
Step 7 – Confirm Exemption
Once confirmed:
The checklist item status becomes Compliant (Exempted Approved)
No document submission is required
The compliance score updates automatically
There will be two statuses displaying the checklist item
Excempted
Compliant
Compliance Score Impact
When a checklist item is exempted:
The item is treated as Compliant
The assigned percentage value is added to the driver's total compliance score
Compliance calculations continue normally
Important Notes
Exemption must be enabled during checklist configuration before it becomes available for drivers.
The Exempted button only appears for exemptible checklist items.
Exempted items are automatically considered compliant.
Frequently Asked Questions (FAQs)
1. Why would I exempt a checklist item?
Use exemption when a checklist requirement is not applicable to a specific driver but should still count toward compliance.
2. What if I don't see the Exempt button?
The checklist item was not configured with Is Exempted = Enabled.
3. Can I exempt any checklist item?
No. Only checklist items configured as exemptible can be exempted.
4. Does exempting require the driver to upload documents?
No. Exempted checklist items do not require document submission.
5. Does exempting affect compliance scoring?
Yes. The checklist item's assigned percentage is automatically included in the driver’s compliance score.