Drivers #

Driver #

1. User searches for existing drivers by inputting driver's name, phone number, license and TIN number in the search bar.
2. User creates drivers using the Add Driver button.
3. User modifies driver's status using the Status Tags on each driver.
4. User clicks on a driver to display Detail, Edit, and Adjust Initial Settlement Balance.

Add Driver #

• Click add driver button
• Drag and drop or select image
• Select employee either on or off.
  • If not an employee select transporter. To add transporter check Transporters
• Enter first name
• Enter middle name
• Enter last name (optional)
• Select gender
• Enter date of birth (optional)
• Enter phone number
• Enter TIN (optional)
• Enter employee number (optional)
• Enter enrollment start date (optional)
• Select driver type (long haul, short haul)
• Enter education type (optional)
• Enter institution name (optional)
• Enter start date (optional)
• Enter end date (optional)
• Click add background to add more than one education background
• Enter company name (optional)
• Enter position (optional)
• Enter start date (optional)
• Enter end date (optional)
• Click add experience to add more than one work experience
• Enter driving license
• Enter driving license expiration date
• Select bank. to add bank check Add Bank
• Enter account number
• Select is preferred (optional)
• Click add bank button to add more than one bank
• Drag and drop or select to upload documents
• Click submit

Status #

• Click on status tag
• Select whether driver is active or not
• If driver is active select ready to dispatch, dispatched, vehicle not assigned
• Click ok

Detail #

Detail displays:

• Basic driver information
• Documents
• Shipments
• Settlements

Edit #

• Click edit button
• Drag and drop or select image
• Select employee either on or off.
  • If not an employee select transporter. To add transporter check Transporters
• Update first name
• Update middle name
• Update last name (optional)
• Select gender
• Update date of birth (optional)
• Update phone number
• Update TIN (optional)
• Update employee number (optional)
• Update enrollment start date (optional)
• Select driver type (long haul, short haul)
• Update education type (optional)
• Update institution name (optional)
• Update start date (optional)
• Update end date (optional)
• Click add background to add more than one education background
• Update company name (optional)
• Update position (optional)
• Update start date (optional)
• Update end date (optional)
• Click add experience to add more than one work experience
• Update driving license
• Update driving license expiration date
• Select bank. to add bank check Add Bank
• Update account number
• Select is preferred (optional)
• Click add bank button to add more than one bank
• Drag and drop or select to upload documents
• Click submit

Adjust Initial Settlement Balance #

• Click adjust initial settlement balance button
• Enter initial settlement balance
• Enter reason
• Click save

Infraction Types #

1. User creates infraction types using the Add Infraction Type button.
2. User modifies an infraction type using the Edit button.

Add Infraction Type #

• Click add infraction type button
• Enter name
• Click submit

Edit Infraction Type #

• Click edit button
• Update name
• Click submit

Infractions #

1. User searches for existing infractions by filter them based on their status.
2. User creates infractions using the Add Infraction button.
3. User modifies infractions's status in the Action section on each infraction.
4. User clicks on an infraction to display Detail information of an infraction.
5. User edits infraction using the Edit button.

Add Infraction #

• Click add infraction button
• Select driver. To add driver check Add Driver
• Select shipment
• Select infraction type. to add infraction type check Add Infraction Type
• Enter fine
• Enter note (optional)
• Click add item to add more than one infraction
• Click submit

Action #

• Approve or reject an infraction
• If its approved it will be marked paid after filling out payment reference.
• Otherwise, if its rejected input the reason for the rejection.

Detail Infraction #

• Click on an infraction to display detail

Edit Infraction #

• Click edit button
• Select driver. To add driver check Add Driver
• Select shipment
• Select infraction type. to add infraction type check Add Infraction Type
• Update fine
• Update note (optional)
• Click add item to add more than one infraction
• Click submit