Driver Management

Created by Kim Roudenbush, Modified on Mon, Dec 18, 2023 at 11:08 AM by Kim Roudenbush

Drivers

To access Driver information - Resources > Drivers

 

 

 In the Drivers screen - users are able to add a new driver and edit/delete a driver previously setup

  • Add - Select '+ Add Driver' hyperlink in the upper right corner

  • Edit - Select pencil icon listed to the left of Driver Name

  • Delete - Select red 'X' listed to the left of Driver Name

 

Driver Details 

When selecting Add Driver Or Edit, users will be taken to the Driver Details Page

From this page, users can enter the following information then select 'Add Driver'. Users are able to send a link to the driver via SMS message to download the BroadLoop Mobile App while creating or editing a driver as well.

  • First Name *

  • Last Name *

  • Phone Number *

  • Pin - this will auto default to the last four digits of the phone number entered

    • Pin will be used when signing into the BroadLoop Mobile App

  • Email Address

  • Custom Tag 

  • Vehicle - assign the driver to a vehicle

  • Plant

  • Hire Date

 

* designates the field is required

 

 

Notifications

Users are able to update Notification settings while editing a previously created driver.

Select the Notifications tab. Users can update the following:

  • SMS Allow Setting (On or Off)

  • PUSH notification allowed (On or Off)

  • Email - users are able to update a drivers email


    **Push and SMS Allow settings will allow your dispatcher to send upcoming, or current dispatch information directly to the drivers



 

To save changes, select Update

 

Compliance

Users are able to update or add compliance settings while editing a previously created driver. Select the Compliance tab. Users can update the following:

 

Add Compliance - Select '+ Add Compliance' on the right side of the screen

 

 

Users can add the following information:

  • Number - user defined number

  • Type - Select the compliance type

    • Annual Review

    • Certification of Violation

    • Alcohol/Drug Test

    • Drivers License

    • Motor Vehicle Report

    • Medical Card

    • Drug & Alcohol Clearinghouse

  • Issue - issued date

  • Expiration - expiration date

 

 

To save changes, select Add Compliance

 

**If any of the compliances are expired, or nearing expiration, a number of compliances needing attention will be listed on the Drivers screen. To view the compliance, you can select the # hyperlink and the user will be directed to the Compliance Page

 

 

 

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