These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Driver Safety & Training
- Who it's for
- Contracted Transport Teams
Contracted Transport Teams
Teams coordinating contracted transport need to know which organization and partner stand behind a load. Driver Safety & Training records that context alongside the operational movement, supporting files and coaching session. App Administrator maintains the partner's identity and eligibility note. Dispatcher prepares the load and session, while Transport Supervisor independently assesses the evidence within the authorized scope.
How Driver Safety & Training is set up for you
Partner context
Check the transport partner's code, contact and eligibility note before using the record on a load. Similar partner names need a clear identity so the reviewer can understand which operation the evidence belongs to.
Shared material
Agree the intended audience for internal and shared attachments. Retain useful titles and evidence types so assessment material can be distinguished from recipient proof. Verify access before relying on a file in the review discussion.
External outcomes
Keep external references available when an action's result requires confirmation. Reconciliation reads the retained evidence before the team decides how to follow up. A local cancellation cannot be assumed to reverse a partner-controlled effect.
Teams coordinating contracted transport need to know which organization and partner stand behind a load. Driver Safety & Training records that context alongside the operational movement, supporting files and coaching session. App Administrator maintains the partner's identity and eligibility note. Dispatcher prepares the load and session, while Transport Supervisor independently assesses the evidence within the authorized scope.
Choose an illustrative load involving a known transport partner and an incident-related coaching session. Confirm the organization, partner identity and driver context before preparing the review. Agree which supporting files the supervisor needs and which people can open them. Keep partner administration separate from the independent coaching decision.
Rehearse a returned assessment and an outstanding operation receipt whose external result is uncertain. Check that the supervisor reads the source evidence without blindly repeating execution. Then cancel a separate unexecuted draft with a recorded reason and preserve the history of any work already performed. Use [closure and reconciliation](/driver-safety-training/processes/closure-and-reconciliation) to agree the follow-up process before including more partners.
Features to start with
Coaching and Assessment
Prepare driver coaching with a scheduled session, recorded assessment and the load evidence behind the discussion.
Load Context and Delivery
Keep the operating movement, stop evidence and recipient proof available to explain the context of a coaching session.
Drivers and Eligibility
Keep driver identity, active state and externally sourced eligibility dates clear before planning and coaching review.
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.
- Admin
- Maintain user provisioning and inspect organization membership without business review authority.
Set up Driver Safety & Training your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.