Drivers

Topics in this section:

• What driver information is shown on this page?
• Why can't I see the records for all drivers in my organization?
• Adding a driver*
• Importing a list of drivers*
• Editing a driver*
• Deleting a driver*
• Restoring a deleted driver*
• Using filters to search for drivers

* An application user must have a user role with View/Modify permission to the Resources feature to add, import, edit, delete, or restore a driver.

Related topics:

• What is the difference between a user and a driver?
• Can I convert a driver into a user or a user into a driver?
• What is a rule set?
• What information is displayed for a driver?
• Changing a driver's password

What driver information is shown on this page?

• Driver - The name of the driver, shown in the format Last Name, First Name
• Driver ID - Identifies the driver and is used by the driver to sign in and out of the mobile application
• Home Terminal - The home terminal to which the driver reports for duty
• Rule Set(s) - The primary and (optional) secondary HOS rules that are applied when calculating availability and violations.
• Status - Displays the status of the driver.
  Active - The driver is active and permitted to access the mobile and web applications.
  Deleted - The driver has been deleted and can no longer access the mobile or web applications.

Why can't I see the records for all drivers in my organization?

The viewer's Home Terminal Access setting determines which drivers' records are displayed. If the viewer's Home Terminal Access is set to All Home Terminals, the viewer can access records for all drivers in the organization. If the viewer's Home Terminal Access is set to a particular home terminal, the viewer can access records for only those drivers who are currently assigned to that home terminal.

If a driver's home terminal is consistent with your Home Terminal Access setting and you still do not see his or her records, check your filter settings.

Adding a driver*

To add a new driver to the organization:

1. Click the new button . This displays the Driver Detail page.
2. Enter the driver's details.
3. Click the Save button to save changes and return to the Drivers list page.

Points to remember when adding a driver:

• The Driver ID must be unique. No two drivers or users in an organization may share the same ID, even if they are assigned to different home terminals. Uniqueness checking is case insensitive and includes both deleted and non-deleted records.
• A Driver ID cannot contain a driver's driver license number or their social security number.
• Upon saving a new driver, a default password will be assigned automatically. The password will be the first four letters of the driver's last name (or the complete last name if it is four letters or fewer) combined with the last four digits of the driver's CDL number (or the complete number if it is four digits or fewer). For example, Driver John Smith, with CDL # CDL1234567 would have a default password of "SMIT4567" (without quotes). Note also that all letters will be UPPERCASE in the default password.
• You must add or import home terminals before adding or importing drivers because all drivers must be assigned to an existing home terminal. If all drivers in your organization are based in a single location, you can create a single home terminal to which all drivers will be assigned.

Importing a list of drivers*

The Import  option allows an organization to enter multiple drivers into the system at one time.

A valid driver import file will have 14 columns and one or more rows of data.

Columns must be in this specific order:

Click to view a sample import file

More information about importing files:

• What file formats can be used for import files?
• How do I create an import file?
• How do I import a file?
• How do I import a value that has a zero or a minus sign (-) at the beginning?

Editing a driver*

To edit the details of a driver already existing in the organization:

1. If desired, specify one or more filters to refine your search.
2. Locate the row containing the driver you wish to edit.
3. Click the driver name link. This displays the Driver Detail page.
4. Change the driver's details.
5. Click the Save button to save changes and return to the Drivers list page.

Points to remember when editing a driver:

• The Driver ID cannot be edited once the driver has one or more log events.
• The driver's current rule set is used for all availability and violations calculations, including the calculation of historical violations. If you view the Violations Report for a driver, then change the driver's rule set and view the Violations Report again, the results may be different, as the rules for calculating violations will have changed.

Deleting a driver*

When a driver leaves your organization, you may wish to delete the driver so that he or she is prevented from signing in to the application. The deleted driver will not appear in any selection boxes and will also no longer be included in any reports.

* Deleting a driver merely hides the driver's records; it does not remove the driver's records from the database.

Drivers may be deleted from the Drivers list page (one or more drivers at a time) or from the Driver Detail page (one driver at a time).

To delete an individual driver from the Drivers list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active driver you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected driver.
5. If confirmed, this deletes the selected driver. They will no longer be permitted to sign in to a mobile device or the web application.

To delete multiple drivers from the Drivers list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row(s) containing the active driver(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list to delete the selected driver(s).
5. A pop-up will display asking for confirmation to delete the selected driver(s).
6. If confirmed, this deletes the selected driver(s).They will no longer be permitted to sign in to a mobile device or the web application.

To delete a driver from the Driver Detail page:

1. Click on a driver's name to display that driver's detail page.
2. Click the Delete button located in the upper right hand corner of the Driver Detail page.

Restoring a deleted driver*

You can restore a deleted driver so that the driver can once again use the application and so that the driver's available records are included in reports.

Drivers may be restored from the Drivers list page (one or more drivers at a time) or from the Driver Detail page (one driver at a time).

To restore an individual driver from the Drivers list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active drivers or show only deleted drivers.
2. Locate the row containing the deleted driver you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected driver.
5. If confirmed, this restores the selected driver. They can again sign in to a mobile device and the web application.

To restore multiple drivers from the Drivers list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active drivers or show only deleted drivers.
2. Locate the row(s) containing the deleted driver(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  above the list.
5. A pop-up will display asking for confirmation to restore the selected driver(s)
6. If confirmed, this restores the selected driver(s). They can again sign in to a mobile device and the web application.

To restore a driver from the Driver Detail page:

1. Click the driver name link to display the detail page.
2. Click the Restore button located in the upper right hand corner of the Driver Detail page.

Using filters to search for drivers

The total number of drivers displayed in the table may be reduced through the use of the Driver Filter and/or one or more page-specific filters.
The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

The following page-specific filter options are provided:

• Filter By text - Include only the drivers for whom a particular attribute begins with the text you specify

  To apply this filter:

  1. Select Driver ID, First Name, or Last Name from the drop-down list.
  2. Enter the desired text into the box.

  To clear this filter:

  1. Select Clear All  at the top corner of filter option.
• Driver Status- include active and/or deleted drivers.
  
  • To include only active drivers, click Show Active (selected by default).
  • To include only deleted drivers, click Show Deleted.
  • To include both active and deleted drivers, click Show All.

Customizing the list display

1. Click the more button , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click the more button , then click Configure Columns.
3. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
4. Click Save when finished. The page will update to display the new selections.
5. Click Cancel to return to the list without saving any changes.

Points to remember when using filters:

• Multiple filters may be used in conjunction. For example, you can choose to view deleted and non-deleted drivers in the selected driver filter who have a Driver ID beginning with X.
• Text-based filtering is not case sensitive, and partial matches are returned. For example, filtering by First Name = JO or First Name = jo may return drivers named Jo, Joan, John, or Joseph.
• Text-based filtering starts searching at the beginning of a word and does not search for matching letters inside of a word. For example, filtering by First Name = ray would return drivers named Ray or Raymond, but would not return Gray or Braydon.