Driver Safety & Training connects coaching sessions to the freight load that provides their operating context. A Dispatcher prepares the session with the driver name, scheduled date, assessment score and incident reference.
Approval conditions
| Id | Driver | Scheduled at | Assessment score | Incident reference | Parent | |
|---|---|---|---|---|---|---|
| COACH-2026-041 | Marisol Vega | 29 Oct | 85 | SAF-2026-018 | Fresno to Bakersfield produce | |
| COACH-2026-042 | Daniel Okafor | 15 Oct | 20 | SAF-2026-021 | Spokane to Helena paper stock | |
| COACH-2026-043 | Priya Narayan | 20 Oct | 60 | SAF-2026-024 | Phoenix to Tucson building panels | |
| COACH-2026-044 | Ethan Brooks | 27 Oct | 75 | SAF-2026-029 | Sacramento to Reno auto parts | |
| COACH-2026-045 | Jamal Farouk | 23 Oct | 75 | SAF-2026-033 | Tacoma to Salem packaged goods |
Transport Supervisor independently approves, rejects or returns the identified coaching review with a reason.
Every feature works on the same records. Pick one to see the screen your team works in.
Prepare driver coaching with a scheduled session, recorded assessment and the load evidence behind the discussion.
Submission waits for the dispatcher
| Id | Driver | Scheduled at | Assessment score | Incident reference | Parent | |
|---|---|---|---|---|---|---|
| COACH-2026-041 | Marisol Vega | 30 Oct | 85 | SAF-2026-018 | Phoenix to Tucson building panels | |
| COACH-2026-042 | Daniel Okafor | 25 Oct | 75 | SAF-2026-021 | Spokane to Helena paper stock | |
| COACH-2026-043 | Priya Narayan | 22 Oct | 20 | SAF-2026-024 | Spokane to Helena paper stock | |
| COACH-2026-044 | Ethan Brooks | 22 Oct | 25 | SAF-2026-029 | Spokane to Helena paper stock | |
| COACH-2026-045 | Jamal Farouk | 22 Oct | 20 | SAF-2026-033 | Fresno to Bakersfield produce |
Keep driver identity, active state and externally sourced eligibility dates clear before planning and coaching review.
Drivers
| Driver code | Name | Eligibility until | External authority | Active | |
|---|---|---|---|---|---|
| DRV-104 | Marisol Vega | 27 Oct | CDL-A NV 482716 | Yes | |
| DRV-118 | Daniel Okafor | 04 Nov | CDL-A WA 591204 | Yes | |
| DRV-126 | Priya Narayan | 15 Oct | CDL-A CA 718340 | Yes | |
| DRV-133 | Ethan Brooks | 22 Oct | CDL-B OR 614829 | Yes | |
| DRV-147 | Jamal Farouk | 27 Oct | CDL-A AZ 803115 | Yes |
Read driver and vehicle commitments together with the readiness and repair evidence needed for a feasible load plan.
Drivers
| Driver code | Name | Eligibility until | External authority | Active | |
|---|---|---|---|---|---|
| DRV-104 | Marisol Vega | 17 Oct | CDL-A NV 482716 | Yes | |
| DRV-118 | Daniel Okafor | 22 Oct | CDL-A WA 591204 | No | |
| DRV-126 | Priya Narayan | 18 Oct | CDL-A CA 718340 | Yes | |
| DRV-133 | Ethan Brooks | 11 Oct | CDL-B OR 614829 | No | |
| DRV-147 | Jamal Farouk | 18 Oct | CDL-A AZ 803115 | Yes |
Keep the operating movement, stop evidence and recipient proof available to explain the context of a coaching session.
Loads
| Record number | Subject | Status | Promised delivery at | Actual pickup at | Actual delivery at | |
|---|---|---|---|---|---|---|
| LDS-69895 | Reno to Boise medical supplies | Draft | 29 Oct | 03 Nov | 10 Nov | |
| LDS-53963 | Tacoma to Salem packaged goods | Planned | 04 Nov | 07 Nov | 14 Nov | |
| LDS-57970 | Fresno to Bakersfield produce | Dispatched | 23 Oct | 31 Oct | 08 Nov | |
| LDS-40632 | Spokane to Helena paper stock | In transit | 02 Nov | 09 Nov | 12 Nov | |
| LDS-60171 | Phoenix to Tucson building panels | Delivered | 03 Nov | 06 Nov | 10 Nov |
Retain the files, review reasons and source revision that explain an independently assessed coaching outcome.
Review decisions
| Parent | Source revision | Decided at | Reason | Reviewer | Operation key | |
|---|---|---|---|---|---|---|
| Tacoma to Salem packaged goods | 530 | 16 Oct | Mirror scan needs a repeat assessment | Rosa Delgado | coach-vega-20261015 | |
| Spokane to Helena paper stock | 380 | 30 Oct | Hazard response met coaching standard | Tariq Hassan | coach-okafor-20261014 | |
| Spokane to Helena paper stock | 780 | 15 Oct | Brake check was not documented | Elena Brooks | review-load-4812-v2 | |
| Spokane to Helena paper stock | 410 | 27 Oct | Following distance improved on retest | Sanjay Iyer | verify-pod-4813-v1 | |
| Denver to Pueblo grocery freight | 640 | 21 Oct | Load restraint photo is incomplete | Victor Alvarez | release-vehicle-24-v3 |
Close verified coaching and review outstanding operation results while preserving executed evidence.
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Occurred at | |
|---|---|---|---|---|---|---|
| Phoenix to Tucson building panels | coach-vega-20261015 | Schedule coaching session | 590 | Pending | 20 Oct | |
| Tacoma to Salem packaged goods | coach-okafor-20261014 | Record road assessment | 40 | Failed | 26 Oct | |
| Fresno to Bakersfield produce | review-load-4812-v2 | Verify delivery evidence | 890 | Needs review | 11 Oct | |
| Tacoma to Salem packaged goods | verify-pod-4813-v1 | Approve driver eligibility | 330 | Pending | 03 Nov | |
| Phoenix to Tucson building panels | release-vehicle-24-v3 | Release vehicle to service | 40 | Failed | 04 Nov |
Load evidence to verified coaching ships ready to use. One step needs a named approval before the work moves on: Review Coaching (Transport Supervisor).
Confirm the driver identity and externally supported eligibility and readiness context.
Identify the incident and supporting material under the load that gives the session context.
Record the intended driver, session date and assessment before submitting the work.
Have Transport Supervisor independently assess the identified session and supporting evidence.
Confirm the approved session's completion evidence and retain its verified outcome.
Read outstanding action results and resolve the evidence before accepting completion.
Open any coaching session to see the roles that work on it, its process stages and its approvals on one page.
Driver, Scheduled at, Assessment score and Incident reference.
Records linked to this coaching session.
Dispatcher, each with their own permissions.
Complete Delivery and Link Load Evidence, with the role that acts.
Review Coaching, with who decides.
Marisol Vega · Submitted
Transport Supervisor reviews eligible revisions independently and reconciles authorized operational evidence. The reviewer needs the exact coaching subject and supporting material before deciding.
Signed in as Transport Supervisor
| Decision | Approver | |
|---|---|---|
| Review CoachingHave Transport Supervisor independently assess the identified session and supporting evidence. | Transport Supervisor |
Everyone opens Driver Safety & Training to the work that is theirs. Pick a role to see what it starts with.
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
Coaching sessions · Dispatcher
| Id | Driver | Scheduled at | Assessment score | Incident reference | Parent | |
|---|---|---|---|---|---|---|
| COACH-2026-041 | Marisol Vega | 29 Oct | 85 | SAF-2026-018 | Fresno to Bakersfield produce | |
| COACH-2026-042 | Daniel Okafor | 15 Oct | 20 | SAF-2026-021 | Spokane to Helena paper stock | |
| COACH-2026-043 | Priya Narayan | 20 Oct | 60 | SAF-2026-024 | Phoenix to Tucson building panels | |
| COACH-2026-044 | Ethan Brooks | 27 Oct | 75 | SAF-2026-029 | Sacramento to Reno auto parts | |
| COACH-2026-045 | Jamal Farouk | 23 Oct | 75 | SAF-2026-033 | Tacoma to Salem packaged goods |
Read authorized evidence and reports.
This is the first screen this role sees.
Coaching sessions · Auditor
| Id | Driver | Scheduled at | Assessment score | Incident reference | Parent | |
|---|---|---|---|---|---|---|
| COACH-2026-041 | Marisol Vega | 29 Oct | 85 | SAF-2026-018 | Fresno to Bakersfield produce | |
| COACH-2026-042 | Daniel Okafor | 15 Oct | 20 | SAF-2026-021 | Spokane to Helena paper stock | |
| COACH-2026-043 | Priya Narayan | 20 Oct | 60 | SAF-2026-024 | Phoenix to Tucson building panels | |
| COACH-2026-044 | Ethan Brooks | 27 Oct | 75 | SAF-2026-029 | Sacramento to Reno auto parts | |
| COACH-2026-045 | Jamal Farouk | 23 Oct | 75 | SAF-2026-033 | Tacoma to Salem packaged goods |
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
Coaching sessions · Transport Supervisor
| Id | Driver | Scheduled at | Assessment score | Incident reference | Parent | |
|---|---|---|---|---|---|---|
| COACH-2026-041 | Marisol Vega | 29 Oct | 85 | SAF-2026-018 | Fresno to Bakersfield produce | |
| COACH-2026-042 | Daniel Okafor | 15 Oct | 20 | SAF-2026-021 | Spokane to Helena paper stock | |
| COACH-2026-043 | Priya Narayan | 20 Oct | 60 | SAF-2026-024 | Phoenix to Tucson building panels | |
| COACH-2026-044 | Ethan Brooks | 27 Oct | 75 | SAF-2026-029 | Sacramento to Reno auto parts | |
| COACH-2026-045 | Jamal Farouk | 23 Oct | 75 | SAF-2026-033 | Tacoma to Salem packaged goods |
Maintain organization configuration and membership.
This is the first screen this role sees.
Drivers · App Administrator
| Driver code | Name | Eligibility until | External authority | Active | |
|---|---|---|---|---|---|
| DRV-104 | Marisol Vega | 27 Oct | CDL-A NV 482716 | Yes | |
| DRV-118 | Daniel Okafor | 04 Nov | CDL-A WA 591204 | Yes | |
| DRV-126 | Priya Narayan | 15 Oct | CDL-A CA 718340 | Yes | |
| DRV-133 | Ethan Brooks | 22 Oct | CDL-B OR 614829 | Yes | |
| DRV-147 | Jamal Farouk | 27 Oct | CDL-A AZ 803115 | Yes |
Maintain user provisioning and inspect organization membership without business review authority.
Read coaching position, eligibility context and operational outcomes without combining distinct decisions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 29 | ||
| Submitted | 20 | 69% | |
| Approved | 12 | 60% | |
| Rejected | 6 | 50% |
Sample totals per stage
Which sessions are being prepared, awaiting a decision or recorded as completed?
What score was recorded for the identified driver and incident under the agreed assessment method?
Which eligibility dates need a check against the recorded external authority?
Where do driver or vehicle commitment periods need closer inspection?
What readiness and repair or release evidence supports the current vehicle position?
How does the recorded delivery outcome compare with the promised time?
Who reviewed the identified source revision and what reason did they record?
Which action results still need reviewer reconciliation and supporting confirmation?
See how Driver Safety & Training fits your kind of team.
Keep driver coaching connected to the load, incident reference and independently reviewed assessment.
Coordinate driver coaching with assignment periods, vehicle readiness and the actual load movement.
Retain partner and organization context when operational evidence supports a driver coaching review.
Each stage of load evidence to verified coaching names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare coaching evidence and inspect outstanding work within your team's permissions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 14 tablesStart with one team and one process, then add the rest once the basics are running.
Select a representative load, driver and incident-related coaching session. Name the Dispatcher preparing the work and the independent Transport Supervisor reviewing it. Agree what the assessment score means and what establishes completion.
App Administrator checks the organization, partner and staff membership, then the driver and vehicle identities. Verify externally supported eligibility and readiness information through the agreed sources.
Link the session to the intended load and organization. Reconcile its driver description with the actual person involved. Agree how a decision and action identify the session when the load has several sessions or files.
Prepare and submit the session, then test approval, rejection and a returned decision. Verify independent review and evidence access. Confirm that a changed subject or revision requires assessment of the current work.
Rehearse verified closure, inspect an outstanding receipt and cancel a separate unexecuted draft with a reason. Preserve executed history and confirm that reconciliation reads evidence before any further external action. Release the operating cycle after the team can explain each result.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Driver Safety & Training for your business. Begin with a representative load, its driver and an incident-related coaching session. Name the Dispatcher and independent Transport Supervisor, agree the score definition and rehearse review and closure before widening access.
It identifies the driver, scheduled date, assessment score and incident reference alongside the parent load and organization. Its state distinguishes preparation, submitted review, the decision outcome and verified completion.
Transport Supervisor independently assesses the identified session and supporting evidence. The decision records approval, rejection or a return for clarification with a reason. Dispatcher prepares the work and follows the result.
Use the scoring definition agreed for the assessment that produced it. Retain supporting material and confirm the driver's identity before comparing results. Configure any external assessment-provider connection around that agreed meaning.
Transport Supervisor confirms the driver through authorized driver and assignment records. Dispatcher uses that confirmed identity in the session. Agree a consistent naming convention so similar names do not lead the reviewer to another person's evidence.
Supporting files are retained under the load with a title, evidence type and visibility. Distinguish the incident and assessment material from ordinary delivery proof, and agree how the exact session is identified when several sessions share that load.
Eligibility follows its separately maintained external authority and date. Coaching completion records the verified session outcome. App Administrator checks and records any eligibility update through the agreed external-source process.
Recipient proof and the actual delivery time support delivery completion. Retain stop proof references and relevant attachments so the result can be reviewed. Delivery, coaching closure and financial settlement remain separate operating outcomes.
Transport Supervisor reads the outstanding receipt, source record and relevant external evidence. Reconciliation returns the item for review and does not blindly repeat external execution. Preserve the original history while resolving the actual result.
Configure the source references and permitted evidence access with the systems your business uses. Agree incident identity, vehicle mapping and the responsible administrator. Start with connection setup and rehearse unavailable or uncertain source evidence before release.
Start free, then use Proto to change fields, steps and approvals before your team goes live.