Accessing E-DRIVER File for the first time Critical Steps to Assuring Success O nline S afety & C ompliance E lectronic R eporting System.

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Presentation transcript:

Accessing E-DRIVER File for the first time Critical Steps to Assuring Success O nline S afety & C ompliance E lectronic R eporting System

Training Overview This presentation is designed to walk managers through their initial log-in and set up of the system. E-DRIVER is a database designed to help manage and track regulatory compliance of DOT drivers within Ericsson.

Training Overview There are three critical steps to successfully start using the system: –Step One = Initial navigation to the site –Step Two = Initial log in, reset of password, and confirmation of contact data for each manager –Step Three = Confirmation and reconciliation of the manager’s list of drivers

Training Overview Additional training presentations and a user’s manual are available to cover additional features and functions of the program. Resources may be accessed from the login page.

Step One Open your web browser (ie. Internet Explorer) Go to You may want to save this link as a favorite At that page, you’ll enter your ID and Password, and select “Login.” NOTE: if you need to have your password reset - the DOT Compliance Staff at:

Step Two Since your initial password is only a temporary password, you’ll need to choose and save a new password. Also, you’ll need to confirm your location data as presented (some may find mostly blanks). Update these fields with the correct information and select “save.”

Step Two – Screen Image

Step Two - Passwords Together, SafetyFirst and your IT security team agreed that password maintenance is very important to safeguard the sensitive information contained within the system.

Step Two - Passwords There are several critical tips about maintaining your passwords: Passwords must be a minimum of seven (7) characters and contain three (3) of the following: –CAPITAL LETTERS, –lower case letters, –numbers, and/or –special characters # % &

Step Two - Passwords Once the password is changed, it will be valid for 90 days. Passwords must be changed at or before the 90 day mark to ensure continued access. You can not re-use the same password until you have used at least five other, unique passwords. In other words, Passwords cannot be duplicated for five (5) generations.

Step Two – Edit Contact Info The contact information is for your primary work location: –Work Address (Street) –City, State, ZIP, Phone and Fax –Your work address –Legacy Company If the data as presented is correct, you are done. If not, just enter the correct information and hit “save”

Step Three You’ll now see the “Home Page” of the system:

TIP – Driver Forms Managers should select “Driver Forms”, print out a set of forms for each of your DOT drivers, have them complete the forms and give them back to you so that you can check their information against the data found within E-DRIVER – update wherever needed!

Driver Forms The “Driver Forms” button actually takes you to a site where you can download or print the most current forms needed for DOT Qualification.

Step Three While there are several buttons and functions, there is one critical step you need to take before we introduce other parts of the system: We’ll describe how do to this in the next few slides. Confirming your list of drivers.

Confirming Your Drivers On the right side of the Home Page screen, select “Confirm Driver”

Confirming Your Drivers This will pull up a listing of all drivers (regardless of their status) that the system thinks report to you.

Confirming Your Drivers Carefully review this list of drivers. You need to check two issues: –Does your listing show the correct drivers who report to you, and –Are their individual status codes (ie. “active”, “new driver”, “inactive”, etc.) correct TIP: if you need to print ANY screen within the system, you can do so by holding down the “Ctrl” key and hitting the “P” key

Driver’s List Complete? There are three possibilities to consider: 1.All the drivers that report to you are listed, and there are no unrecognized and/or missing drivers on the list 2.There are drivers who report to you missing from the list 3.There are drivers listed who do not report to you

Status Codes Correct? There are five possible status codes that may be displayed: –“New” = In the process of being qualified as a DOT driver for the first time –“Active” = Qualified driver –“Inactive” – No longer driving –“Terminated” – No longer with the company –“Disqualified” – can’t meet qualification requirements If a driver’s status is incorrect, select the drop down box under status and make correction

Confirm Driver List If you see all your drivers listed Their individual status codes are correct There are no “extra” drivers listed No missing drivers. Ready for step four, click hereclick here If you have extra drivers or missing drivers, continue to the next slide.

Driver List Updates If any drivers who report to you are NOT on this list, send an to with a list –each driver’s name, and –CID or Company ID The DOT Compliance Staff will locate the driver records, move them to your list, and notify you when this is complete.

Driver List Updates If you see drivers listed that do not report to you, then you may move the driver out of your list. We’ll show you how in the next few slides.

Drivers List Updates Selecting the driver name will open a driver detail screen, then locate the manager’s information box shown here:

Drivers List Updates Select the “Manager” drop box and choose either: –The correct manager name (if you know it), or –Scroll all the way to the top of the list and select a “blank field” for the manager. This selection will place the driver in a special pool of drivers for corporate to reassign.

CONGRATULATIONS Now that you’ve confirmed your list of drivers, the E-Driver system is now active for your use. Additional training presentations for every day use and a User’s Manual are available to cover additional features and functions of the program. These resources may be accessed from the login page.

Thank You! If you have any questions, please contact: Julie Timberlake DOT Program Manager (919)