Driver Main

The Driver Main frame allows for the maintenance of vehicle driver details. Drivers can be Employees or external drivers and could drive vehicles belonging to the organization (existing in M5) or outside vehicles (unknown to M5). This frame allows you to keep a detailed record for any driver that may drive any vehicle while performing a task for your fleet organization.

Create

To create a new drive record, enter a new Driver ID. This field has a limit of 128 characters. Press tab or enter. You will receive a popup asking you to confirm you want to create a new driver. Click Create to confirm the action.

Enter a description/name in the Name field. This field has a limit of 30 characters. The Status field will display in a read-only format and updates with the Driver Status code entered on the record.

General

The General tab allows you to enter general information for the driver record. You can associate the driver record with an Employee ID from Employee Main and/or a valid department from Department Main. You can also enter Driver Status information as well as Address and Personal Information.

Employee Information:

• Employee ID - Must be a valid, active employee from Employee Main.
• Department - Must be a valid department from Department Main.

Status Information:

• Driver Status - This is a required field used to indicate a driver's status in the organization, these codes are setup and maintained on the Driver Status Codes frame. If the status code has the 'Inactive' flag checked on the Driver Status Codes frame, the Status field on Driver Main will display: INACTIVE.
• Driver Type - This is a required field used to indicate the type of driver, such as Full-Time or Seasonal. These codes are setup and maintained on the Driver Types frame.
• Driver Class - This field is option. Driver Classes can identify the level of experience or type of licence the driver possesses. See the Driver Classes frame for more information.

Address Information:

The fields in the Address Information section are free form fields used to identify the driver's address, phone number, and E-Mail. These fields are optional.

Personal Information:

The Personal Information section contains details like the driver's birth information, reference and PIN numbers, and contact information. These fields are optional.

Next of Kin:

The Next of Kin section contains fields to enter in the driver's next of kin and their contact details. These fields are optional.

Licence

The Licence tab allows you to enter Driver License Items for each driver record. You must setup Driver Licence Issuing Authorities, Driver Licence Types, and Driver Licence Classes before entering them on this tab.

Driver Licence Items:

• Authority - Issuing Authority, typically a government or some other regulatory body responsible for issuing certain kinds of licences.  
• Type - The Type field defines the kind of licence. For example, Heavy Duty Equipment, Driver Licence Class C, Forklift Licence, etc.
• Valid From - Date from which the licence is valid.
• Expiry - Date the licence expires.
• Licence No. - Number to identify the licence, 24 character limit.
• Issue - Licence issue, eight character limit.
• Passed - Date the driver passed.
• Renewal - Date for renewal.
• Serial No. - Serial Number associated with the licence, 18 character limit.
• Ref No. - Reference Number for the licence, 12 character limit.
• Attach - Click the Attach button to add any attachments associated with the licence.
• Note - Click the Note button to add any additional notes or information about the licence.

Licence Classes:

To add a Driver Licence Class to a Driver Licence Item, click on the item. This will load the fields in the Licence Classes section. You must first associate Licence Classes with the Issuing Authority/Type combination before you can enter them in this section.

• Code - Driver Licence Class code. The Class code can define the class of vehicle that the licence type covers.
• Description - This field will populate automatically with the information entered on the Driver Licence Classes frame.
• Acquired - Date acquired.
• Valid To - Date to which the class is valid.
• Restrictions - Free form field to enter any restrictions there may be for the class, 50 character limit.
• Permit Exp. - Expiration date.

Motor Pool Class

The Motor Pool Class tab allows you to restrict Motor Pool Access for the driver. Check the Restrict MP Reservations flag if you want to limit the driver's reservation capabilities.

In the Authorized Motor Pool Classes section, enter any Motor Pool Rental Classes that the driver will be authorized to reserve.

Modify

To modify a driver record, enter the Driver ID number or double click in the field to select one from the list of values (LOV). Press tab or enter to load the data on the frame. Make the necessary modifications and click the Save button when finished to update the record.

Disable

You cannot disable a driver, however you can give the driver a Driver status that will make the record inactive. See the Driver Status Codes frame for more information.

Delete

You can delete a driver's record provided it is not in use on any other tables in the system. If the record is in use, you cannot delete it from the system.

To delete a driver record that is not in use, enter the Driver ID number or select one from the list of values (LOV). Click the Delete button (Red X). You will receive a popup asking if you are sure you want to delete the driver. Click Delete to confirm the action.

See also:

Driver Management Quick Guide

Last Update: 06/13/2016

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.