Track Driver Compliance Expiration Dates

Track Driver Compliance Expiration Dates

Load Manager can track driver compliance dates so your team can see when a driver's CDL, physical, workers compensation, or drug test information is expired or close to expiring. This applies to accounts that use the Drivers tab. Freight Broker and Dispatch Service accounts usually manage outside carriers and carrier driver contacts from the Carrier tab instead.

Set the Notification Window

The notification window sets how many days before an expiration date Load Manager starts flagging the driver on the expiring-events screen.

  1. Go to Settings > Configuration Options and find the driver expiration notification setting.
  2. Enter the number of days before expiration that you want drivers flagged.
  3. Click Save.

If the setting is not available, Load Manager uses a default window.

Enter Expiration Dates on the Driver Profile

0Demo driver profile compliance area with driver details redacted

  1. Go to Drivers and open the driver profile, or create a new one.

  2. Enter the applicable compliance dates and click Save.

  3. CDL Expires: Commercial driver's license expiration date.

  4. Physical Expires: DOT physical expiration date.
  5. Work Comp Expires: Workers compensation expiration date.
  6. Last Drug Test: Most recent drug test date.

View Expired or Expiring Drivers

0Demo carrier and driver list with contact details redacted

  1. Go to Drivers > Drivers with Expired or Expiring Events.
  2. Review the drivers with dates that are expired or within the notification window. Use the search field to find a specific driver, and select Show Inactive to include inactive drivers.

CDL, physical, and workers compensation dates display in red when they are expired or within the notification window. Last Drug Test is also shown and is flagged separately when the test date is old enough to require attention.

Use Driver Tags

Tags help you organize and search driver records, for example by region, equipment type, owner-operator, company driver, or special certification. Open the driver profile, enter or select the tag in the Tags field above Driver Code, and click Save. Then use the driver list search or filters to find drivers in that group.

Review expiring driver events before assigning a driver to a load, and update compliance dates as soon as a renewed document is received.

Troubleshooting

  • You do not see the Drivers tab: Your account may not use driver-based workflows, or your user may not have access.
  • A driver is not listed: Check the driver's profile, status, expiration dates, and the Show Inactive option.
  • Dates are not highlighted: Confirm the date is within the notification window. For Last Drug Test, review the date itself because it is flagged separately.
  • The alert window seems wrong: Review the driver expiration notification setting in Configuration Options.

Related Articles