Appearance
Add or update a driver
When to use it
Use this guide when you need to add or update a driver.
Before you start
- Open Driver from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
A driver record and its supporting compliance information are saved.
People, owner and vehicle records supply delivery planning details and can be linked to routes or expenses.
Steps
- Open Logistics → Driver and select Add Driver.
- Enter the driver’s name, phone number, email, password when requested, vehicle, and status.
- Attach the code of conduct, driving licence, and food handling certificate where requested. Check their expiry dates.
- Select Save. Use Edit for later changes and check the saved record.
Screenshot to add: Driver: add or update a driver. Capture filename: images/add-or-update-a-driver.png.
Restrictions
Driver add/edit access is required. Use the actual document expiry dates and check the vehicle assignment.
If something went wrong
After an unclear Save, find the driver by name and phone before creating another record. Use Actions → Edit to correct supported driver details, vehicle assignment, documents or expiry dates, then Save.
If the edit affected the wrong person, give Logistics both driver references and the confirmed details. Review any routes already assigned using the wrong driver/vehicle. Changing a driver profile does not update driver instructions or undo completed deliveries for you.
Check the correction
Check the saved driver identity, status, vehicle and documents. Review active route assignments separately and confirm the intended driver has the correct instructions.