Driver
Overview
Driver — Business Overview
The Driver document is used to manage and maintain a master list of drivers who are involved in your organization’s transportation and delivery activities. It serves as a central reference for identifying who is authorized to operate company vehicles or perform driver-related duties as part of daily operations.
This document ensures consistency, accountability, and clarity whenever drivers are assigned to trips, deliveries, field visits, or logistics tasks.
Purpose in Business Operations
The Driver document helps businesses: - Maintain accurate records of drivers used in operations - Ensure only approved and verified drivers are assigned to vehicles or trips - Support planning, scheduling, and accountability in transportation activities - Provide a reliable reference for logistics, fleet, and operations teams
By keeping driver information in one place, organizations reduce operational risk and improve coordination across departments.
Prerequisites and Setup Requirements
Before using the Driver document effectively, the business should: - Define clear criteria for who qualifies as a driver (internal staff, contractors, or third parties) - Ensure basic driver information is available and verified (such as identity and contact details) - Align internal policies regarding driver eligibility, responsibility, and conduct - Confirm that vehicle and transportation processes are already defined
This preparation ensures the Driver records support real operational needs.
Typical Workflow and Business Fit
Driver Registration
A driver is added to the system with essential identification and status details.Approval and Validation
The business confirms that the driver meets internal requirements and is authorized to operate vehicles.Operational Use
The driver is selected or referenced during trip planning, delivery execution, or field assignments.Ongoing Management
Driver details are reviewed and updated as needed, such as when a driver becomes inactive or unavailable.
This workflow ensures that only valid and approved drivers are used in day-to-day transportation activities.
Key Business Scenarios Where Driver Is Essential
- Assigning drivers to delivery routes or customer shipments
- Managing company-owned or leased vehicle usage
- Coordinating field service visits or on-site operations
- Tracking responsibility for transportation-related tasks
- Ensuring compliance with internal safety and operational policies
In all these scenarios, the Driver document acts as a trusted reference point.
Important Considerations for Users
- Keep driver records accurate and up to date to avoid operational disruptions
- Regularly review driver status to ensure inactive or unauthorized drivers are not assigned
- Treat the Driver document as a controlled list, not an informal directory
- Align driver information with company policies on safety, accountability, and compliance
Proper use of the Driver document supports smoother logistics operations, clearer responsibility, and reduced business risk.
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | HR-DRI-.YYYY.- | Auto-generated Dafater numbering series for driver records | |
| full_name | Full Name | Data | ✓ | - | Driver's full legal name used across Dafater operations |
| status | Status | Select | ✓ | Active, Suspended, Left | Current driver employment or engagement status in Dafater |
| transporter | Transporter | Link | Supplier | Linked transporter or supplier responsible for the driver | |
| employee | Employee | Link | Employee | Associated Dafater employee record if driver is on payroll | |
| cell_number | Cellphone Number | Data | - | Primary contact cellphone number for driver communication | |
| address | Address | Link | Address | Linked Dafater address record for driver's residence or correspondence | |
| license_number | License Number | Data | - | Official driving license identification number | |
| issuing_date | Issuing Date | Date | - | Date the driving license was officially issued | |
| expiry_date | Expiry Date | Date | - | License validity end date for compliance tracking | |
| drivinglicensecategory | Driving License Category | Table | Driving License Category | Applicable driving license categories held by the driver |
Child Tables
Driving License Category (Driving License Category)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| class | Driver licence class | Data | - | License class category defining permitted vehicle types. | |
| description | Description | Data | - | Additional details about the driving license category. | |
| issuing_date | Issuing Date | Date | - | Date when the driving license category was issued. | |
| expiry_date | Expiry Date | Date | - | Date when the driving license category expires. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Fleet Manager | ✓ | |||||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ||
| Delivery Manager | ✓ | ✓ | ||||
| Delivery User | ✓ | |||||
| HR User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Delivery Note | Linked from | Stock |
| Delivery Trip | Linked from | Stock |
| Address | Links to | Contacts |
| Employee | Links to | Setup |
| Supplier | Links to | Buying |