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- Driver Safety & Training
- Who it's for
- Carrier Safety Teams
Carrier Safety Teams
Carrier safety teams need to understand which driver and operating event a coaching discussion concerns. Driver Safety & Training holds the session beside its parent load, with a scheduled date, assessment score and incident reference. Dispatcher prepares the work and Transport Supervisor independently reviews the evidence before the session is approved and verified for closure.
How Driver Safety & Training is set up for you
Incident context
Retain the external incident reference and supporting material under the intended load. Check the assigned driver and distinguish the assessment evidence from ordinary delivery proof. A reviewer should be able to locate the event without relying on a separate conversation.
Assessment meaning
Agree how the recorded score is produced and what it measures. Keep the supporting assessment file available during review. Comparisons are useful only when the team understands whether the same method and driver identity are being used.
Independent follow-up
A returned decision identifies what Dispatcher needs to clarify. An approval records the review outcome, while verified completion establishes the session result. Keep unresolved operation receipts visible for the supervisor's follow-up.
Carrier safety teams need to understand which driver and operating event a coaching discussion concerns. Driver Safety & Training holds the session beside its parent load, with a scheduled date, assessment score and incident reference. Dispatcher prepares the work and Transport Supervisor independently reviews the evidence before the session is approved and verified for closure.
Choose an illustrative load with a recorded incident and a coaching session that can be reviewed from its supporting material. Confirm the driver's identity, the session date and the score definition. Name an independent Transport Supervisor and agree which evidence establishes completion. Configure any dashcam or assessment-provider connection separately around the references your team can trace.
Rehearse a returned decision and a successful approval before closing the session. Add another session to the same load and verify that the earlier decision cannot be mistaken for its approval. Inspect the driver's eligibility record after closure and keep any update tied to the external authority that supports it. Follow [coaching preparation and review](/driver-safety-training/processes/coaching-preparation-and-review) for the operating sequence.
Features to start with
Coaching and Assessment
Prepare driver coaching with a scheduled session, recorded assessment and the load evidence behind the discussion.
Drivers and Eligibility
Keep driver identity, active state and externally sourced eligibility dates clear before planning and coaching review.
Evidence and Decisions
Retain the files, review reasons and source revision that explain an independently assessed coaching outcome.
Roles on the team
- Dispatcher
- Prepare assigned operational records and execute eligible reviewed actions.
- Auditor
- Read authorized evidence and reports.
- Transport Supervisor
- Review eligible revisions independently and reconcile operational evidence.
- App Administrator
- Maintain organization configuration and membership.
Set up Driver Safety & Training your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.