The Driver Profile feature allows you to manage and monitor driver-specific information, qualifications, and documents. This is an essential tool for safety managers to ensure that all driver-related data is accurate and up-to-date.
Accessing the Driver Profile
Navigate to the Teams Page
From the side navigation menu, click on Teams
Open a Driver Profile
On the Drivers tab, click on any driver’s name to open their profile
Profile Tab
The Profile tab contains several sections that provide detailed information about the driver. To edit any of this information, hover over the fields to see a blue Edit button, and click on it to make changes.
Sections within the Profile Tab
Contact Details
Pay Info
Operations
Notes
Safety
Docs & Expirations Tab (Video)
The Docs & Expirations tab is where you can manage all documents related to the driver, track expiration dates, and add custom files.
Adding a New Custom File
Add New Custom File
Click on "Add new custom file" button, and a modal will appear allowing you to enter a name and description for the custom file you want to create
Save the Custom File
Once you’ve entered the details, click Save, and the new custom file will be added to the documents section
Edit File Details
If you need to change the title or description of any file, simply click on the Edit button next to the document to make your changes
Note: If you create a custom file on a specific driver’s profile, that file will only be saved to that particular driver. If you want the same custom file on other driver profiles, you will need to create it individually for each driver.
Uploading Documents
Select the Document Section
To upload a document, find the specific document where you want to upload an attachment
Upload the Document
Click the Upload button next to the document section, and you can upload any relevant files
Expiration Dates
Set Expiration Dates
Click into any predefined document to set an expiration date
Expiration Warnings
Documents expiring within 30 days are marked with a yellow icon
Expired documents are marked with a red icon, alerting you that the document needs attention
Using the Ignore Button
If a document is nearing its expiration (within 30 days) or has already expired, you have the option to click the Ignore button. This will clear out the expiration date, and the warning icon will be removed. Use this option if the expiration is no longer relevant or if the document does not need to be tracked further.