Go to Carrier Operations → Data Management → Assets, Carrier Admin → Assets, access the Safety Manager role, or the HR Admin role. Documents can be added to drivers by editing them and adding documents from the Documents tab. Only users with asset write access will be able to add, edit and delete documents.
Add New Document
Click the icon to open the Documents for edit.
If no documents have been uploaded, enter in the type, file, and expiration date. For file upload, click the Add File button, then the Upload File button to select the file, or drag and drop it.
Then click Save File to upload the document. Once the file is uploaded and the type and expiration fields are entered, click the Save button.
If a document is already uploaded, click the icon and then click the icon to add an additional document.
Edit Document
To edit a document, click the icon, make the changes, and then click the Save button.
Delete Document
To delete a document, click the icon, and then click the icon next to the document and click the Save button.
Document Expiry
In Dispatch, if a driver document is expired, the driver name will show in red. If the document is expiring soon, then it will show in yellow.
To view information on the expired/expiring document, click the driver name to view driver details.
The document type that is expired/expiring will show in either red or yellow, depending on its expiration status.
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