Managing Drivers

Drivers are the volunteers or staff members who transport pets between locations. Each driver profile contains their contact information, service areas, license details, capacity settings, and a running history of their transport activity.

Adding a New Driver

To add a driver to your roster:

1. Navigate to Drivers, or open Transports and click the people icon in the page header
2. Click Add Driver
3. Complete the driver form
4. Click Add Driver to create the profile

Only the driver's name is required. All other fields are optional and can be filled in later.

Driver Form Sections

The driver form is grouped into sections that match the profile layout:

Contact Information

• Name (required): The driver's full name
• Email: Contact email address
• Phone: Contact phone number
• License Number: Driver's license identifier
• Is Active: Whether the driver is currently available for assignments

Service Areas

• Home Base Location: Where the driver is based
• Rescue Service Area: The area the driver covers for rescue operations
• Appointment Service Area: The area the driver covers for veterinary or other appointments
• Preferred Transport Method: Ground, air, or no preference

Availability

• Max Drive Distance: The maximum distance the driver is willing to travel
• Weekly Hours Capacity: How many hours per week the driver can commit
• Hours Driven This Week: A manually tracked field for current week usage
• Availability Notes: Additional notes about schedule, vehicle, location, or assignment preferences

The Drivers Table

The drivers table shows key information at a glance:

• Name: The driver's full name, along with their email and phone number displayed below
• Service Areas: Home base location, plus rescue and appointment service areas
• Status: Active (green) or Inactive (gray) badge
• Total Trips: Number of assigned transports, broken down by air and ground, with total miles
• Transport Capacity: Hours driven this week versus their weekly hours capacity
• Updated: When the driver record was last modified

You can search the table by driver details and sort supported columns such as driver, status, total trips, and updated date.

The Driver Profile Page

Clicking on a driver in the table opens their full profile page. The profile starts with a summary header showing the driver's status, contact shortcuts, time on file, transport count, total miles, and weekly capacity.

Below the header, the profile includes:

• Contact: Email, phone, and license number
• Home Base Location: Home base, rescue service area, and appointment service area
• Availability: Availability notes when provided
• Activity Timeline: Recent assigned transports and profile creation
• Recent Transports: A quick set of recent transport cards
• Statistics: Preferred transport method, total trips, air trips, ground trips, and max drive distance
• Transports: The driver's assigned transport list with add and edit actions

Editing Driver Details

To update a driver's information:

1. Click on any driver in the table to open their profile
2. Click the edit button in the profile actions
3. Update the pre-filled driver form
4. Click Update Driver

Driver Statistics

Each driver's profile automatically tracks performance metrics based on transports assigned to them:

• Total Trips: The total number of transports they've been assigned to
• Total Ground Trips: Count of transports using the Car method
• Total Air Trips: Count of transports using the Air method
• Total Miles: The cumulative distance across all their transports

These statistics update automatically whenever transports are created, edited, or deleted and cannot be edited manually.

Deactivating Drivers

If a driver is no longer available:

1. Open their profile
2. Click the active status badge in the header
3. Confirm deactivation

Inactive drivers remain in your system for historical records but won't appear in the driver selection dropdown when creating new transports.

You can also change the Is Active switch from the driver edit form.

Deleting Drivers

To permanently remove a driver:

1. Open their profile
2. Open the profile actions menu
3. Click Delete
4. Confirm the deletion

Deleting a driver removes them from the active roster. Existing transport records are preserved, but the deleted driver is no longer shown as the assigned driver on those records.

Adding Transports from a Driver Profile

The driver's Transports section includes an Add Transport button. When you create a transport from this section, the driver is pre-selected. Existing transports in the list can be opened or edited directly from the same section.

Searching Drivers

Use the search bar above the driver table to quickly find specific drivers. The search checks against the driver's name, email, phone number, and license number. Press Enter or click the search button to apply the search.