How to create a driver?

Driver Creation  

There are two ways of creating a driver in the system:

1.  New Driver

Select the “New Driver” option on the upper right corner of the Manage Drivers page. New Driver is used in case when a single or a few drivers are needed to be created.

• PERSONAL DETAILS TAB: Fill out all mandatory fields like driver name, mobile number, gender, current city, vendor.

• Select the Offices for which the driver will operate.

• DOCUMENTS TAB : Enter the Driving Licence Number, Expiry Date, DL document and Induction details like date, document. We can create the driver only by filling these details, rest all documents and info are part of driver compliance.

DRIVER COMPLIANCE UPLOAD

NOTE : Unlike vehicle, the driver compliance document and info can be uploaded while creating the driver itself. 

• DOCUMENTS TAB : Under the document tab all the compliance details and documents can be uploaded as mentioned in the screenshot below

• There are three steps that are required to successfully upload the driver compliance information for each field.

1. Upload the document

2. Update the expiry date

3. Mark the status - Success/ Pending/ Failed

Save the driver once all details are uploaded.

1.  Bulk Upload Driver

Bulk Upload is the feature which allows the user to create vehicles in bulk by using a .CSV template

• Click on “Bulk Upload” option on the upper right corner of manage drivers page and download the .CSV template.

• The template contains all the personal information and the compliance detail fields to upload for the driver including the status of all compliance details - Success/ Pending/ Failed.

• After filling all details: Select Bulk Upload > Choose File > Select the file > Upload.

Note: To upload the compliance documents, you’ll have to edit the driver profile one by one and upload the documents.