Add drivers and keep the qualification file

CDL, medical card, Clearinghouse, drug test, MVR and lease agreements in one checklist. 5 min

1. 1

   Open Drivers → New driver

   Upload the CDL (front and back together) and the medical card. Name, address, license number, class, endorsements and expiry dates are filled in.

2. 2

   Pick the driver type

   Company driver or Owner-operator. Owner-operators get a “Signed lease agreement” item in their file.

   Missing the lease agreement? Check that the driver type is Owner-operator.

3. 3

   Work through the Qualification file

   On the driver’s page, each item has an Add button: application, MVR, Clearinghouse query, pre-employment drug test, previous employers, road test. Attach a copy of each.

4. 4

   “Before the first load” comes first

   Don’t dispatch until everything under “Before the first load” is on file. MileTMS stops a dispatch if the driver’s CDL or medical card has expired.

5. 5

   Every year

   The MVR, annual review and Clearinghouse query renew every 12 months. Enter the date it was done and MileTMS sets the next due date.

6. 6

   Stay on top of it

   Compliance → Needs attention lists everything expired or due in the next 30 days, for drivers, trucks and the company.