Drivers - Revision history

Anw: Minor formatting change

2025-11-14T12:48:49Z

Minor formatting change

← Older revision		Revision as of 14:48, 14 November 2025
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	The following actions are available from the buttons on the bottom of the screen:		The following actions are available from the buttons on the bottom of the screen:
	• The '''Close''' button will return you to the main screen.		* The '''Close''' button will return you to the main screen.
	• The '''Delete''' button will display a confirmation message to confirm the delete. Once deletion is confirmed the record will be removed.		* The '''Delete''' button will display a confirmation message to confirm the delete. Once deletion is confirmed the record will be removed.

	This data is related to the "Shift Patterns" data which is maintained in the "Business Data Maintenance" screen. This also provides functionality to generate shifts against the drivers. Further information can be found in the user guide covering the [[Business Data Maintenance]] screen.		This data is related to the "Shift Patterns" data which is maintained in the "Business Data Maintenance" screen. This also provides functionality to generate shifts against the drivers. Further information can be found in the user guide covering the [[Business Data Maintenance]] screen.

Anw: Added default vehicle ID and hub location descriptions

2024-08-05T13:56:52Z

Added default vehicle ID and hub location descriptions

← Older revision		Revision as of 15:56, 5 August 2024
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	Click '''Save'''. The driver is now allocated to the carrier id. The driver will now be available to assign to trips using the chosen carrier.		Click '''Save'''. The driver is now allocated to the carrier id. The driver will now be available to assign to trips using the chosen carrier.

			Note that you can also specify the following here:
			* Hub Location - a location where the driver is based, for example, another depot, home, etc. CTMS will use this location in preference to the carrier hub location when creating trips.
			* Vehicle ID - where the driver has a default vehicle, you may specify this here. Note that this affects ONLY the CTL Call Logging screen, not core CTMS.

Anw: Minor correction

2024-06-05T07:54:54Z

Minor correction

← Older revision		Revision as of 09:54, 5 June 2024
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	<center>[[Image:res_drivers.png\|800px]]</center>		<center>[[Image:res_drivers.png\|800px]]</center>

	Enter the "Id" this is a free text field and would normally be the drivers payroll number, "Job Title" which is a system value and will generally be "DRIVER" enter D and return, "Forename" and "Surname" are both free text fields. A driver can be set to indicate that they have access to a Tom Tom device.		Enter the "Id" this is a free text field and would normally be the drivers payroll number, "Job Title" which is a system value and will generally be "DRIVER" enter D and return, "Forename" and "Surname" are both free text fields. A driver can be set to indicate that they have access to a Tom Tom or WEBFLEET device.

	You can allocate to resources (carriers) here, as well as entering attributes for the driver - both of these processes are covered in sections below.		You can allocate to resources (carriers) here, as well as entering attributes for the driver - both of these processes are covered in sections below.

Anw: Minor formatting change

2024-06-04T09:13:22Z

Minor formatting change

← Older revision		Revision as of 11:13, 4 June 2024
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	== Imports ==		=== Imports ===
	Drivers (and associated reference data) may also be imported through [[Imports]]:		Drivers (and associated reference data) may also be imported through [[Imports]]:
	* [[Imports_Details#DRIVERS\|DRIVERS]]		* [[Imports_Details#DRIVERS\|DRIVERS]]
	* [[Imports_Details#DRIVER_SHIFT\|DRIVER_SHIFT]]		* [[Imports_Details#DRIVER_SHIFT\|DRIVER_SHIFT]]
	* [[Imports_Details#PERSON\|PERSON]]		* [[Imports_Details#PERSON\|PERSON]]

Anw: Added cross-reference to associated imports

2024-06-04T09:11:53Z

Added cross-reference to associated imports

← Older revision		Revision as of 11:11, 4 June 2024
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	This data is related to the "Shift Patterns" data which is maintained in the "Business Data Maintenance" screen. This also provides functionality to generate shifts against the drivers. Further information can be found in the user guide covering the [[Business Data Maintenance]] screen.		This data is related to the "Shift Patterns" data which is maintained in the "Business Data Maintenance" screen. This also provides functionality to generate shifts against the drivers. Further information can be found in the user guide covering the [[Business Data Maintenance]] screen.


			== Imports ==
			Drivers (and associated reference data) may also be imported through [[Imports]]:
			* [[Imports_Details#DRIVERS\|DRIVERS]]
			* [[Imports_Details#DRIVER_SHIFT\|DRIVER_SHIFT]]
			* [[Imports_Details#PERSON\|PERSON]]

Anw: Minor formatting change

2024-05-17T06:09:16Z

Minor formatting change

← Older revision		Revision as of 08:09, 17 May 2024
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	==== Adding a New Driver ====		=== Adding a New Driver ===
	New drivers can be entered using the '''New''' button and existing drivers either edited or inactivated using the '''Edit''' button.		New drivers can be entered using the '''New''' button and existing drivers either edited or inactivated using the '''Edit''' button.

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	==== Allocate to Resources ====		=== Allocate to Resources ===
	To allocate to resources, select the driver and from the Allocation to Resources section, click '''New'''. Allocate a carrier id to the driver. This will be the carrier id of the depot where the driver is based.		To allocate to resources, select the driver and from the Allocation to Resources section, click '''New'''. Allocate a carrier id to the driver. This will be the carrier id of the depot where the driver is based.

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	==== Making a Driver Inactive ====		=== Making a Driver Inactive ===
	If the driver id is no longer required you are able to make it inactive. This follows the same process as making a trailer id inactive.		If the driver id is no longer required you are able to make it inactive. This follows the same process as making a trailer id inactive.

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	==== Driver Attributes ====		=== Driver Attributes ===
	Additionally, more detailed driver attributes can be recorded. Pressing the Attributes button displays a popup window in which the specific attributes can be entered:		Additionally, more detailed driver attributes can be recorded. Pressing the Attributes button displays a popup window in which the specific attributes can be entered:

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	A '''Close''' button is included in the bottom of the screen, when pressed if there are any un-committed changes a message will be displayed to ask the user to Save or abandon the changes before the screen is closed.		A '''Close''' button is included in the bottom of the screen, when pressed if there are any un-committed changes a message will be displayed to ask the user to Save or abandon the changes before the screen is closed.

	===== New/Edit =====		==== New/Edit ====
	The '''New''' or '''Edit''' buttons are pressed a popup window will be displayed to allow creation or updating of a record.		The '''New''' or '''Edit''' buttons are pressed a popup window will be displayed to allow creation or updating of a record.

	===== Driver Details =====		==== Driver Details ====
	<center>[[Image:res_drivers_3a.png]]</center>		<center>[[Image:res_drivers_3a.png]]</center>

	The address fields are free format text and the DOB and start date will be date values.		The address fields are free format text and the DOB and start date will be date values.

	===== Qualifications =====		==== Qualifications ====
	<center>[[Image:res_drivers_3b.png]]</center>		<center>[[Image:res_drivers_3b.png]]</center>

	The Qualification field is free format text and the "Valid From" and "Valid To" are both Date fields.		The Qualification field is free format text and the "Valid From" and "Valid To" are both Date fields.

	===== Vehicle Types =====		==== Vehicle Types ====
	<center>[[Image:res_drivers_3c.png]]</center>		<center>[[Image:res_drivers_3c.png]]</center>

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	==== Diary Exceptions ====		=== Diary Exceptions ===
	The Diary Exception button displays a popup window showing the activity a current resource has been allocated to, along with any diary exceptions added for that driver, such as holidays, sickness, etc.		The Diary Exception button displays a popup window showing the activity a current resource has been allocated to, along with any diary exceptions added for that driver, such as holidays, sickness, etc.

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	==== View Shifts ====		=== View Shifts ===
	You can view drivers shifts from here.		You can view drivers shifts from here.

Anw: Minor formatting change

2024-05-17T06:01:11Z

Minor formatting change

← Older revision		Revision as of 08:01, 17 May 2024
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	=== Adding a New Driver ===		==== Adding a New Driver ====
	New drivers can be entered using the '''New''' button and existing drivers either edited or inactivated using the '''Edit''' button.		New drivers can be entered using the '''New''' button and existing drivers either edited or inactivated using the '''Edit''' button.

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	=== Allocate to Resources ===		==== Allocate to Resources ====
	To allocate to resources, select the driver and from the Allocation to Resources section, click '''New'''. Allocate a carrier id to the driver. This will be the carrier id of the depot where the driver is based.		To allocate to resources, select the driver and from the Allocation to Resources section, click '''New'''. Allocate a carrier id to the driver. This will be the carrier id of the depot where the driver is based.

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	=== Making a Driver Inactive ===		==== Making a Driver Inactive ====
	If the driver id is no longer required you are able to make it inactive. This follows the same process as making a trailer id inactive.		If the driver id is no longer required you are able to make it inactive. This follows the same process as making a trailer id inactive.

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	=== Driver Attributes ===		==== Driver Attributes ====
	Additionally, more detailed driver attributes can be recorded. Pressing the Attributes button displays a popup window in which the specific attributes can be entered:		Additionally, more detailed driver attributes can be recorded. Pressing the Attributes button displays a popup window in which the specific attributes can be entered:

Line 62:		Line 62:
	A '''Close''' button is included in the bottom of the screen, when pressed if there are any un-committed changes a message will be displayed to ask the user to Save or abandon the changes before the screen is closed.		A '''Close''' button is included in the bottom of the screen, when pressed if there are any un-committed changes a message will be displayed to ask the user to Save or abandon the changes before the screen is closed.

	==== New/Edit ====		===== New/Edit =====
	The '''New''' or '''Edit''' buttons are pressed a popup window will be displayed to allow creation or updating of a record.		The '''New''' or '''Edit''' buttons are pressed a popup window will be displayed to allow creation or updating of a record.

	==== Driver Details ====		===== Driver Details =====
	<center>[[Image:res_drivers_3a.png]]</center>		<center>[[Image:res_drivers_3a.png]]</center>

	The address fields are free format text and the DOB and start date will be date values.		The address fields are free format text and the DOB and start date will be date values.

	==== Qualifications ====		===== Qualifications =====
	<center>[[Image:res_drivers_3b.png]]</center>		<center>[[Image:res_drivers_3b.png]]</center>

	The Qualification field is free format text and the "Valid From" and "Valid To" are both Date fields.		The Qualification field is free format text and the "Valid From" and "Valid To" are both Date fields.

	==== Vehicle Types ====		===== Vehicle Types =====
	<center>[[Image:res_drivers_3c.png]]</center>		<center>[[Image:res_drivers_3c.png]]</center>

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	=== Diary Exceptions ===		==== Diary Exceptions ====
	The Diary Exception button displays a popup window showing the activity a current resource has been allocated to, along with any diary exceptions added for that driver, such as holidays, sickness, etc.		The Diary Exception button displays a popup window showing the activity a current resource has been allocated to, along with any diary exceptions added for that driver, such as holidays, sickness, etc.

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	=== View Shifts ===		==== View Shifts ====
	You can view drivers shifts from here.		You can view drivers shifts from here.

Anw: Merged from training document

2024-05-17T05:57:02Z

Merged from training document

Show changes

Anw: Initial Creation

2024-05-16T07:35:19Z

Initial Creation

New page

This allows a record to be kept of each driver in the system. Typically, this allows reports to show which drivers are assigned to which trips.

<center>[[Image:res_drivers.png|800px]]</center>

In much the same way as the "Trailers" tab enables specific trailer resources to be set up, the "Drivers" tab enables the actual drivers to be set up so that they can be allocated to trips with vehicles.

New drivers can be entered using the '''New''' button and existing drivers either edited or inactivated using the '''Edit''' button.

From the Drivers box click '''New''':

<center>[[Image:res_drivers.png|800px]]</center>

Enter the "Id" this is a free text field and would normally be the drivers payroll number, "Job Title" which is a system value and will generally be "DRIVER" enter D and return, "Forename" and "Surname" are both free text fields. You can allocate to resources (carriers) here as well.

Click '''Save''' and the system will confirm the driver has been saved, but needs to be linked to a carrier. Click '''OK'''. You can then enter a subsequent driver or click '''Cancel''' to return to the main form.

To allocate to resources, select the driver and from the Allocation to Resources section, click '''New'''. Allocate a carrier id to the driver. This will be the carrier id of the depot where the driver is based.

<center>[[Image:res_drivers_2.png|800px]]</center>

Click '''Save'''. The driver is now allocated to the carrier id. The driver will now be available to assign to trips using the chosen carrier.

If the driver id is no longer required you are able to make it inactive. This follows the same process as making a trailer id inactive.

Using the search buttons find the driver you want to make inactive and click '''Edit''' from the Allocation to Resources box.

Click in the "Inactive" check box, so a tick appears.

Click '''Save'''. The driver id is now inactive.

Isotrak's Manifest system, used by some client's transport personnel, allows drivers to be assigned to trips. Isotrak updates C-TMS with this information as trips are assigned to and accepted by drivers.

You can maintain driver attributes from here:

<center>[[Image:res_drivers_3.png|800px]]</center>

You can maintain drivers shifts from here:

<center>[[Image:res_drivers_5.png|800px]]</center>

You can also maintain resource diary exceptions here.

<center>[[Image:res_drivers_4.png|800px]]</center>