This section lets you assign one or more policies to specific drivers or groups.📤 Assign an Existing Policy:Go to Driver Handbook > Assign Policy.Select the Driver(s) from the list.Choose the Policy/Policies you want to assign.Set an Acknowledgment Deadline (optional).Click Assign to send the policy to the driver’s account.📜 Notes:Drivers will...

This section allows you to create and manage all driver-related policies in the system.➕ Add a New Policy:Log in to the ERP Admin Panel.Navigate to Driver Handbook > Policies from the left sidebar.Click the + button in the top-right corner to open the Create New Policy form.Fill in the policy details:Policy TitlePolicy Category (e.g., Safety, ...

Maintain a historical record of all completed training activities.Contents:Training type.Participant name.Date completed.Certification or result status.Key Actions:Add completed training records. View training history for compliance checks.Export logs for audits or reporting.

Record and track the individual training plan for each employee or driver.Contents:Planned training sessions.Required certifications.Target completion dates.Key Actions:Create or update PDP entries for individuals.Monitor progress against the plan.Mark trainings as completed when finished.

Purpose: Define and manage the different types of training offered.Examples: First Aid, HGV Safety, Defensive Driving, Fire Safety.Key Actions:Add a new training type.Edit or delete existing training types.Assign training types to specific roles or departments.

Driver Management – User Guide➕ Add a New DriverLog in to the ERP Admin Panel.Navigate to Driver Management > Manage Drivers from the left sidebar.Click the “+” button in the top-right corner to open the Create New Driver form.Fill in the driver’s details:Full NameEmailPhone NumberAssigned Group (e.g., HGV, Fork Lift)License Number and Expiry ...

✅ Viewing Available DataThe table is accessible under Driver Management > Driver Consent Form.Use the Company dropdown menu to filter results by company.Use the Search Bar to quickly locate specific drivers.

Auto LC Check – Setup GuideTo fully enable Automatic LC (License Check) in the ERP, make sure it’s activated at both the company and driver level.🏢 Company SetupGo to Company > Manage Company.Click the yellow pencil icon to edit the company.Set LC Check Status to Enable.👤 Driver SetupGo to Driver Management > Manage Drivers.Edit the driver rec...

➕ Add a New GroupLog in to the ERP Admin Panel.Go to Driver Management > Manage Groups from the left sidebar menu.Click the black “+” button at the top-right corner of the page.In the Create New Group popup:Company Name → Select from the dropdown list.Group Name → Enter the group name (e.g., HGV, Fork Lift, Company Cars).Click Submit to save t...

Create New Depot – Form Field GuideField Explanation / Example InputCompany Name Select from the dropdown list of registered companies (e.g., 1-PTC DRIVER COURSE).Depot Name Enter the name of the depot or branch (e.g., Slough Depot, Cambridge Branch).Licence Number Enter the official Operator’s Licence Number (e.g., OB1234567).Traffic Area Cho...