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Fleet Driver Management
The application is a comprehensive fleet management solution designed to manage driver records and monitor driving license compliance. It enables structured maintenance of driver profiles, license classifications, and validity tracking through defined workflows. The system automates license expiry monitoring using scheduled actions to ensure timely alerts and proactive renewals. Dynamic email templates generate personalized notifications using real-time data, ensuring consistent communication across stakeholders. The system enforces strict role-based access control, allowing only administrators to access and manage functionalities, thereby ensuring data security and governance. Overall, the application enhances compliance, minimizes operational risks, and streamlines fleet management processes.
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Features
Driver and License Management
The application provides a centralized system for managing driver profiles and associated driving licenses, including personal details, license classifications, issuance data, and validity status. It enables structured record-keeping and real-time visibility into license conditions such as confirmed or expired. This feature ensures regulatory compliance and improves operational control over driver documentation.
Automated License Expiry Alerts
The system includes an automated alert mechanism that monitors license expiration dates and triggers timely notifications based on predefined schedules. It leverages scheduled actions and configurable alert intervals to proactively inform stakeholders about upcoming expirations. This functionality minimizes compliance risks and ensures uninterrupted fleet operations through timely renewals.
Configurable Email Notification Templates
The application supports dynamic email templates that generate personalized notifications using system data such as driver name, license number, and expiry details. These templates standardize communication while allowing customization through placeholders and structured messaging. This feature enhances communication efficiency and ensures consistent delivery of critical alerts.
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1.) User Access Configuration for Fleet Administration
Enables system administrators to configure and manage role-based permissions for internal users within the fleet management module. Provides access to user profile details, security preferences, and administrative privilege settings to support controlled operational governance. Ensures authorized personnel can perform fleet-related configuration, monitoring, and management activities through centralized access rights allocation.
Navigation : Settings → Users & Companies → Users
2.) Fleet Management Alert Settings Configuration
The configuration panel defines automated alert parameters for fleet and driver management, including contract end date and license expiration notifications. It allows administrators to specify alert timelines, ensuring proactive monitoring of critical deadlines. This setup supports compliance and operational continuity through timely notifications.
Navigation : Settings → Fleet
3.) License Class Management Setup
The screen displays the configuration of vehicle license classes used to categorize different types of vehicles within the fleet. Administrators can create and manage classifications such as motorcycles, light vehicles, and heavy trucks, enabling standardized assignment of licenses. This classification framework supports structured driver and vehicle management.
Navigation : Fleet → Configuration → License Class
4.) Driver Records Overview
The interface provides a consolidated list of drivers, including identification details, associated employees, and responsible users. It enables administrators to manage driver records efficiently and maintain accurate mapping between drivers and organizational resources. This overview supports operational tracking and accountability.
Navigation : Fleet → Drivers → Drivers
5.) Driver Profile and License Records Management
The driver profile view presents comprehensive personal and employment details along with associated driving licenses. It allows administrators to track license validity, issuance details, and status indicators such as confirmed or expired. This centralized record ensures accurate monitoring of driver compliance and documentation.
Navigation : Fleet → Drivers → Drivers
6.) Driver License Detail and Status Workflow
The detailed license form provides in-depth information about an individual drivers license, including class, issuing authority, and expiration status. It supports workflow transitions between draft, confirmed, and expired states, enabling lifecycle management of licenses. This ensures proper validation and tracking of regulatory compliance.
Navigation : Fleet → Drivers → Drivers → Licenses
7.) Driver Licenses Master List
The list view consolidates all driver licenses, displaying key attributes such as legal number, driver, class, issuance date, and status. It enables quick identification of active and expired licenses, facilitating administrative oversight. This view enhances operational efficiency by providing a centralized license repository.
Navigation : Fleet → Drivers → Drivers Licenses
8.) Driver License Record Creation and Validation
The form view captures detailed information required to create and validate a driver license, including license number, class, issuance, and expiration details. It supports status transitions and communication logging for audit purposes. This ensures accurate documentation and traceability of license records.
Navigation : Fleet → Drivers → Drivers Licenses
9.) Scheduled Action for License Expiry Alerts
The technical configuration defines an automated scheduled action responsible for triggering license expiry alerts at predefined intervals. It includes execution frequency, next run timing, and associated model logic for alert generation. This automation ensures timely notifications without manual intervention.
Navigation : Settings → Technical → Scheduled Actions
10.) Automated License Expiry Notification
The activity log displays an automated notification generated for an upcoming license expiration, including detailed license and driver information. It highlights key data such as expiry date and remaining days, prompting timely renewal actions. This communication mechanism enhances compliance and reduces operational risks.
Navigation : Fleet → Drivers → Drivers Licenses
11.) Email Template Configuration for Driver License Expiry Alert
The interface defines a configurable email template used to notify users about upcoming driver license expirations. It incorporates dynamic placeholders to automatically populate driver details, license information, and expiry timelines within the message content. This template-driven approach ensures consistent, automated communication and enhances compliance monitoring through timely alerts.
Navigation : Settings → Technical → Email Templates
User Guide
