How to keep track of expiry dates for vehicle certification and driving licenses
Step 1) Update Driver & Vehicle document expiry dates in your Masters:
You will receive alerts on your dashboard 30 days in advance of the mentioned dates.
- Adding expiry alerts for My Vehicles: Go to Masters - My Vehicles - Click on the Vehicle listing - EDIT - Enter document expiry dates - Save
- Adding expiry alerts for My Drivers: Go to Masters - My Drivers - Click on the Driver listing - EDIT - Enter document expiry dates - Save
Step 2) Set up an automated allotment process in place: You can choose to give permission to allot Drivers & Vehicles whose documents have expired.
a. Allowing Allotment to Driver & Vehicle with expired documents: Go to Me - Business Settings - Under Duties/Booking settings tick the checkbox for Allow allotment to driver/vehicle with expired documents- Save changes.
Current document expiration alerts will be visible during allotment under Document Status.
b.) Only allow allotment to Drivers & Vehicles with valid documents: If you have not given permission in your business settings as mentioned above, allotment will not be allowed to Drivers & Vehicles with expired documents.
Give each driver and vehicle a unique mobile and vehicle number to improve fleet management.
Expiration alerts under Document Status are only visible for new/upcoming duties. Alerts will not be visible for past-dated bookings.
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