How to set up Qualification Documents Expiration Alerts in the Fleet Dashboard

    Audience Drivers, Fleet Admins
    Applies To Fleet Dashboard > Workforce

     

    Introduction

    The Qualification Documents feature includes alert support to keep fleets and drivers informed of expired or expiring qualification documents.

     

    Steps: Setting up Qualification Documents Expiration Alerts

    1. Log in to the Fleet Dashboard and click the Admin icon.

    2. Click Alerts.

    3. Click + Create Alert.

    4. Add a name for the alert and select Driver Qualification Expiration as the alert type.

    5. Click Select to choose the Drivers for whom the alerts are required.

    • You can select a group or multiple Drivers.

    6. Choose the expiration status for which you want to receive alerts by clicking the checkboxes.

    • For example, check Expired DQ Docs and Docs Expiring within 30 Days.

    7. In the Delivery section, select Recipients for the alerts.

    8. Set Priority as Important and Frequency as Immediate or Scheduled.

    9. Select the Method for receiving alerts: Email & notification, Notification only, or Email only.

    10. Click Save.

     

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