Incidents
In case your driver commits any incident, this is the place where you will set up actions taken for that driver, set up a risk level, and the recommended action for the type of incident you've set.
As the system preloads you with default actions for the incident types. you are able to set your own action taken for certain type of incident and infraction type.
Go to the bottom of the menu, and click on the +Add Incident Type. Enter your Incident type, select a risk level, infraction, is it visible to a driver and click on the blue checkmark button.
When setting up the recommended action, for an example when adding your incident type, click on the Add button and set up your action taken based on the preferences from the action taken section.
When setting up the actions for the incident, you'll be prompted with a popup screen in which you'll set your actions for the incident, such as 1st Warning, 2nd Warning, Suspension or Termination, on which type of that incident is recurring with a driver. Simply press +Add Acton Type, and select the preferred action type from the drop down list.
For more information on Incidents, please see this article: https://support.truckindigital.com/support/solutions/articles/154000151155
Attendance policy
Attendance policy allows you to set attendances for your drivers and staff members which will be automatically monitored by our system and options you've set. You can select them to be based on the hire date or based on a current year, for both Drivers and Staff.
FMCSA Compliance
Here you are setting your FMSCA renewal or due dates, you will be alerted by our system based on the preferences you've set in your Manage Alerts section.
Guidance & Manuals
Guidance & Manuals is a place where you add your materials for your workers education materials. You can add materials simply by pressing the +Add Materials button, where you will be prompted with a popup screen and enter the title, select a category for example, Drivers, Dispatch... add a description of these materials, in case you have a video guide, you can paste a video URL, or upload the documentation.
Select the department this is visible to from the drop down menu.
Rules and Conduct (Handbook)
To add a Rules and Conduct simply create a rule by clicking on the +Add Rule button.
From there you will be prompted with a popup window and enter the Title and Description of your Rule and Conduct.
Select what type of incident rule you've set will be associated with from the drop down menu.
Attach a policy and select to whom does this rule apply to, driver or staff or both.
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