PortaPro keeps each driver's license, credentials and timesheet on one page,
Driver Details. The Compliance view and the Training tab roll the
same facts up across your whole team, so you can see what is about to expire.
Who has Driver Details
Admin/Dispatch Staff (Team Management → Users, Staff Settings), then
turn on Tech View Access for that person in Edit profile. From then
on they appear wherever drivers do, including Driver Details.
Open a driver's page
use Driver Details in a person's row menu.
If the view says No Drivers Found, nobody active is a driver yet. Admins
and dispatchers appear there once Tech View Access is on for them.
The page shows, top to bottom:
who came through Hiring also show where they were hired from, with
View application.
Edit profile at the top opens the same editor as the Users list.
Driver License
Click Add License (or Edit License). The Edit Driver License sheet
asks for:
CDL Class (Class A, B or C).
decide which vehicles the person can be assigned to.
Click Save Changes. Once the expiry date is 30 days away or closer, the
license shows Expiring Soon. After the date it shows Expired.
Driver Credentials (certifications and training)
Credentials are everything else a person must hold: a medical card, first aid,
a confined-space course, and so on. They come from the credential types your
company defines on the Training tab.
To add one from Driver Details:
type's validity period. You can change it.
the certificate).
Each credential shows Valid, Expiring Soon (within 30 days) or
Expired, plus counts at the top of the section. Use the row's menu for
Edit credential (or Edit / attach proof) and Delete credential.
The Training tab
Team Management → Training is the company-wide view of credentials.
Validity (months) and a Mandatory switch. A new company can click
Seed defaults to start with a set of common types.
your credential types.
Expired.
credential type (or All staff), with an optional Frequency (months).
The Compliance figure at the top of the tab is measured against these
requirements.
Training History, each with Generate CSV.
The Compliance view
Team Management → Users → Compliance opens the
Compliance Dashboard:
and Expired.
records, each as compliant out of total.
Days 31-60 and Days 61-90, each counting expiring driver licenses,
medical cards and training, with a risk level. A summary shows
Upcoming Expirations, High Risk Periods and Peak Month, and a
recommendation line.
Click Refresh to reload the numbers.
What the driver sees
Drivers see the same Driver License and Driver Credentials sections on
their own Profile in the driver app.
upload a photo of the new license, add Notes for your admin, and send it.
already expired), a banner sits at the top of their profile. It names the
most urgent one and how many days are left. It can't be dismissed. Tap
View to jump to the credentials.
Good to know
anyone when a credential is about to expire.
arrives when the person was hired through Hiring and stated one on their
application. To track medical cards for everyone, add a medical card
credential type on the Training tab and record it as a credential.
Default Availability, not on Driver Details.