Record driver licences and certificates

Transportial keeps a driver's qualifications in two places: the driving licence and ADR data are part of the driver form, and other qualifications such as Code 95, forklift or customer training are added as certificates.

Driving licence and ADR

1. Open the side menu (☰) and choose Drivers.
2. Click Edit on the driver's row.
3. Turn on Drivers license.
4. Fill in the Driver's license number, Driver's license valid from date, Driver's license expiration date, Driving license obtained on date, Driving license country of issue and Driving license issuing authority.
5. Turn on ADR and fill in the ADR Number, ADR valid from date and ADR Expiration Date.
6. Click Save.

Planners can then filter drivers on Has ADR certificate or Has driver license, for example in the bulk availability planner.

Add a certificate

1. Open the driver and choose the Certificates tab.
2. Click Create Certificate. The driver is filled in under Chauffeur.
3. Enter a Name (required), for example "Code 95".
4. Optionally enter the School, Title, Field of Study and Grade.
5. Set the Valid from and Valid until dates. Leave Valid until empty for a certificate that does not expire.
6. Under Documents, upload a scan or photo of the certificate.
7. Add Notes if needed.
8. Click Save.

View, edit and remove certificates

• The Certificates tab lists each certificate with its Name, School, Grade, Field of Study and Valid until, so you can spot certificates that are about to expire.
• Click a certificate to see its details, including Valid from and Valid until, its Files and notes.
• Click Edit to change it, or Remove and confirm to delete it.