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How to create/manage the driver

Creating and managing driver accounts is a crucial step in efficiently handling your fleet. This guide explains how to add, edit, and manage drivers in the Taxi Dispatch System.


Steps to Create a New Driver

Step 1: Access the Drivers Page

  1. Navigate to the “Drivers” option in the application menu.
  2. The Drivers page displays a comprehensive list of all registered drivers.

Step 2: Add a New Driver

  1. Click the “ADD NEW DRIVER” button located at the top-right corner of the page (Fig. 1).
  2. A pop-up window will appear containing input fields for the new driver (Fig. 2).
    • Fields with a red border are mandatory and must be completed.

Step 3: Complete Driver Information

  1. The driver details window is divided into three sections:
    • Basic Information: Include details such as name, phone number, and email.
    • Advanced Information:
      • Select a template from the Driver Category drop-down menu.
      • Click the “Load Template” button to generate additional fields.
      • Fill out details related to the driver’s documents, such as licenses, insurance, and expiration dates.
      • Upload documents directly from your computer.
    • Credentials for Authentication: Assign login credentials, including username and password.

Step 4: Save the Driver

  1. Once all required fields are completed, click the “SAVE DRIVER” button to finalize the entry.
  2. The new driver will now appear in the Drivers List.

Step 5: Edit or Delete a Driver

  1. Use the search filters to locate the driver in the list.
  2. Navigate to the Actions column, where you’ll find buttons to:
    • Edit: Update the driver’s information or upload new documents.
    • Delete: Remove the driver from the system (Fig. 3).
  3. Hover over the buttons to see their functions.

Key Features of Driver Management

  • Customizable Details: Tailor driver profiles with advanced information and document uploads.
  • Template-Based Configuration: Use templates to streamline input fields for document management.
  • Centralized Control: Easily edit, delete, or manage drivers using filters and the actions column.

Figures and Illustrations

  • Fig. 1: Accessing the “ADD NEW DRIVER” button.
  • Fig. 2: Completing basic, advanced, and credential fields in the driver details window.
  • Fig. 3: Editing or deleting drivers using the actions column.
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Fig. 1 - "ADD DRIVER" button
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Fig. 2 - Driver details window