Driver Setup Guide for the Driver App (Classic Operations App)

For getting started with the Driver App see Getting Started with the Driver App.

Set up a Human Resource record

Go to Maintenance > Human Resources.
Click the New button in the toolbar.

Required fields:

ID
Class
Business Unit

When adding a deduction to a new human resource record, you must save the record first.

Alternate Steps

Click the arrow next to the New button, or press the Alt and N keys.
Click Human Resources, or press the H key.

See Human Resources - New / Edit Human Resource for more information.

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Set up a Driver Record

You must have the Drivers and the Edit Drivers user permissions enabled. See Users.

Go to Maintenance > Drivers.
Click the New button in the toolbar.

Alternate steps:

Click the arrow next to the New button, or press Alt + N keys.
Select Driver, or press the R key.

Allow Web Access must be enabled.

See Drivers (Classic Operations App) for more information.

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Configure Mobile Option Sets

Mobile options are the settings and permissions applied to the driver’s mobile app. They can be set up for a group of users (like a template) or applied individually per driver. To configure Mobile Option Sets go to Maintenance > Mobile Option Sets.

See Mobile Option Sets (Classic Operations App) and Mobile Option Sets Definition for more information.

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