Login Procedures

Enter “ demo “ for the ID
Enter “ demo “ for the Password

Location Selection

The OSCER system provides up to four levels of reporting (corporate, division, region, location).

Based on the login ID and Password, certain levels may be selected and modified. The Demo ID enables manipulation of the lower three levels.

Using the dropdown boxes, select the appropriate combination of Division, Region and Location information to access the group of drivers/vehicles desired.

· To view vehicles assigned to the selected location, press the “Vehicles” button (go to Vehicles Section)

· To view trailers assigned to the selected location, press the “Trailers” button (go to the Trailers Section)

· To view drivers assigned to the selected location, press the “Next” button (go to the Drivers Section)

Vehicles Section

This section provides a listing of powered vehicles (tractors, company cars, etc.) assigned to a particular location. At this screen you may ADD new vehicles to the location listing, and EDIT (or view) existing vehicle data.

Selecting a specific vehicle and pressing the EDIT button will display data pertaining to that vehicle. Each field may be updated as needed. To save changes press the UPDATE button. To exit back to the vehicle listing, press the BACK button on the active screen.

Trailers Section

The Trailers section works the same way as the Vehicle section. This section enables users to enter data about any non-powered equipment.

Drivers Section

This section provides a listing of all drivers assigned to this location. Presently it displays all drivers – active and terminated (we provide a field for users to select status:

A = Active
Q = Quit (voluntary departure)
T = Terminated (involuntary departure)

Clients who prefer to see only active drivers have the option of running dismissal reports to see archived, inactive driver records.

Selecting a specific driver enables the user to EDIT (or view) data unique to that driver. The driver record displays basic information about the driver and his/her qualifications:

Name, home address and contact information
Driver Classification (presently shows DOT/non-DOT choices for demonstration purposes, but may contain “Sales” or other user defined categories)
Employment status
Type of license
License endorsements (if applicable)
Medical restrictions
Remarks

Driver anniversary dates for key expirations are entered in date fields:

License
Annual review
Medical/Physical

Newly hired drivers may be added at this screen by pressing the ADD button.

Checklist

At the bottom of an individual driver record, there is a button marked “Checklist”. This button accesses a checklist of all the items that must appear in a driver qualification record. This checklist has two columns marked “local” and “corporate”. As new drivers are hired and their files are constructed, each item should be checked as it is completed. Companies with multiple locations can use the “corporate” column to audit/verify that the individual locations built the file properly and completely.

Single location accounts may use the second column as part of a self audit process to re-validate that the records are in place.

Events Database

At the bottom of an individual driver record, there is a button marked “Events”. This button accesses the events database, enabling a supervisor to construct a record of events tied to a particular driver.

Predefined events have been entered to cover a wide variety of commonly encountered situations. Examples of event categories include:

Accidents
Moving violation
Completion of training
Attendance at safety meeting
Customer complaint
Cargo loss/damage
Road observation reports
Anniversary of accident free driving (years 1-40)
Workers compensation injuries

By pressing the EVENTS button, you will see a listing of all events tied to this driver. At this screen you may edit/view a selected event (to review details) or add a new event.

Selecting a specific event and pressing the EDIT button will take you to the specific event detail screen.

A button on the event form is labeled “edit accident form”. This button will display the first notice of loss report associated with the event (if the event is an accident to be reported to the insurance provider).

Accident Form

The accident form is modeled directly from the standard insurance industry accident reporting form. Once completed, it may be emailed or printed for faxing directly to your insurance provider. It also provides a permanent record of the loss tied to the driver who was involved.

Data stored in this form can be read by our system for specialized risk management reporting.

Reports/Reporting

Because of the generic “dummy” accounts entered we cannot fully demonstrate the system’s reporting capabilities. We will provide a brief overview of the reporting capabilities of the system in this document. If you are interested in a free trial of the system, we can walk you through the report process at your personalized web site.

Action Alerts:

As key anniversary dates are approached (i.e. driver’s license renewal) an email notice will be sent to the location contact for attention. Typically we set the reports to go out on a 90-60-30 day (prior to anniversary) basis.

Management Reports:

Most management reports can be set to run on a periodic basis, but our site will facilitate the direct ordering of a host of reports including the direct download of data (by location) for importing into spread sheets or “offline” databases.