1. Driver Safety & Training
  2. Get Started
Get started

Get Driver Safety & Training running in four steps.

Run a representative load-linked coaching session through preparation, independent review and verified closure.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Driver Safety & Training. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Driver Safety & Training in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Driver Safety & Training for your business. Identify the Dispatcher preparing the session and the independent Transport Supervisor reviewing it. Ask App Administrator to confirm organization membership and the driver and vehicle reference records used for the pilot.

Prepare the first operating cycle

Choose a load with a known driver and an incident reference the team can resolve. Bring the assessment method, recorded result and supporting material. Agree the session schedule and how the supervisor identifies the exact work when the load has other files or sessions.

Use implementation to establish identity mappings, evidence access and the external connections the pilot needs. Keep the driver’s external eligibility and vehicle readiness updates tied to their responsible sources.

Review before release

Rehearse approval, rejection and a returned decision. Test a session with unclear driver identity and another with an ambiguous assessment definition. Confirm that the supervisor can locate the intended evidence and review independently of the preparer.

Close a session only after the agreed verification and completion evidence. Inspect an outstanding receipt without blindly repeating external work, then cancel a separate unexecuted draft with a reason. Have Auditor trace the authorized history and resolve unclear references before introducing the wider team.

Set up Driver Safety & Training your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started