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Add New Driver Page (ACE and ACI eManifest): Difference between revisions

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{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}


{{#ev:youtube|JRNan7CgZpI|960|center|How to create a driver profile in BorderConnect}}
<div class="bc-wrap">


[[File:Adddriverpage1.png|360px|thumb|right|The Add New Driver page in BorderConnect]]
<div class="bc-article-hero">
<h1>Add New Driver Page</h1>
<p>Create and configure driver profiles for use across ACE and ACI eManifests.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-user-plus"></i> Type: Data Entry</span>
<span class="bc-article-pill"><i class="fas fa-cog"></i> System: General Data</span>
</div>
</div>


This guide walks through how to create and configure a '''Driver Profile''' in BorderConnect. Driver profiles are used across ACE and ACI eManifest workflows and allow the system to:
<div class="bc-card">


* Assign drivers to manifests and shipments 
<div class="bc-float-video" style="margin-top: 0;">
* Auto link PARS, PAPS, and in bond shipments 
  <div class="bc-video-trigger" data-video-id="JRNan7CgZpI">
* Send real time clearance notifications 
    <div class="bc-play-icon"><i class="fas fa-play-circle"></i></div>
* Maintain compliance ready driver data 
  </div>
</div>


You can open the '''Add New Driver''' page in three ways:
<h2 style="margin-top: 0;">Overview</h2>
<p>The <strong>Add New Driver Page</strong> allows you to create and configure a <strong>Driver Profile</strong> in BorderConnect. These profiles are used across both ACE (US) and ACI (Canada) eManifest workflows.</p>


* '''Manage Data → Create Driver''' 
<p>Creating a profile allows the system to:</p>
* '''Driver Search Page → Create Driver''' 
<div class="bc-cleanlist">
* From the '''Add Driver/Crew''' screen within an ACE eManifest 
* Assign drivers quickly to manifests and shipments.
* Automatically link PARS, PAPS, and in-bond shipments to the correct driver.
* Send real-time clearance notifications via SMS or Email.
* Maintain compliance-ready data (FAST IDs, Citizenship, etc.).
</div>


== Page Controls ==
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>How to Reach This Page:</strong><br>
* Navigate to <strong>Manage Data</strong> and select <strong>Create Driver</strong>.
* From the <strong>Driver Search Page</strong>, click <strong>Create Driver</strong>.
* Click the "Quick Add" (+) icon when assigning a driver inside any eManifest.
</div>


{| class="wikitable"
<div style="clear: both;"></div>
! Button
! Function
|-
| Save
| Creates the driver profile once all required fields are completed
|-
| Cancel
| Discards all entered data and returns to Driver Search
|-
| Clear
| Empties all fields so new data can be entered
|}


== General Driver Information ==
<div style="text-align: center; margin-top: 20px;">
[[File:Adddriverpage1.png|360px|thumb|center|The Add New Driver page in BorderConnect]]
</div>
</div>


This section captures the core identity and compliance details for each driver.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Page Controls</h2>


{| class="wikitable"
<div class="bc-card">
! Field
<p>These buttons control the saving and clearing of data on the form.</p>
! Required
! Description
|-
| Driver Number
| Always
| Internal identifier such as employee number or initials
|-
| First Name
| Always
| Legal first name of the driver
|-
| Middle Name or Initial
| Optional
| Middle name or initial if applicable
|-
| Last Name
| Always
| Legal last name of the driver
|-
| Gender
| Conditional
| Required if no FAST or ACE ID is provided for ACE manifests
|-
| Date of Birth
| Conditional
| Required if no FAST or ACE ID is provided for ACE manifests
|-
| Citizenship
| Conditional
| Must match travel documents used at the border
|-
| Terminal or Office
| Always
| Location the driver is assigned to within your company
|-
| ACE ID or FAST ID
| Conditional
| Required if driver is FAST approved and used in ACE
|}


'''Tip:''' If your terminal or office is missing, it can be created from the [[Company Details Page]] using the '''New Terminal''' option.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 20%;">Button</th>
<th>Function</th>
</tr>
<tr>
<td><strong>Save</strong></td>
<td>Creates the driver profile once all required fields are completed.</td>
</tr>
<tr>
<td><strong>Cancel</strong></td>
<td>Discards all entered data and returns you to the Driver Search page.</td>
</tr>
<tr>
<td><strong>Clear</strong></td>
<td>Empties all fields so entirely new data can be entered.</td>
</tr>
</table>
</div>


== Notification Settings ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">General Driver Information</h2>


[[File:driver-notification-options.png|800px]]
<div class="bc-card">
<p>This section captures the core identity and compliance details for the driver.</p>


Driver profiles can automatically notify drivers when shipments clear customs.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Field</th>
<th style="width: 15%;">Required?</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Driver Number</strong></td>
<td>Always</td>
<td>Internal identifier (e.g., employee ID, payroll number, or initials).</td>
</tr>
<tr>
<td><strong>First / Last Name</strong></td>
<td>Always</td>
<td>Legal names as they appear on travel documents.</td>
</tr>
<tr>
<td><strong>Gender / DOB</strong></td>
<td>Conditional</td>
<td>Required for ACE manifests <em>unless</em> a valid ACE ID or FAST ID is provided.</td>
</tr>
<tr>
<td><strong>Citizenship</strong></td>
<td>Conditional</td>
<td>Must match the travel documents used at the border.</td>
</tr>
<tr>
<td><strong>Terminal / Office</strong></td>
<td>Always</td>
<td>The company location the driver is assigned to. <br><em>(Tip: If missing, add it via [[Company Details Page|Company Details]] → New Terminal).</em></td>
</tr>
<tr>
<td><strong>ACE ID / FAST ID</strong></td>
<td>Conditional</td>
<td>Enter the ID number if the driver is FAST approved. This speeds up processing in ACE.</td>
</tr>
</table>
</div>


Notifications improve dispatch flow by letting drivers know when loads are ready to cross.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Notification Settings</h2>


=== Supported Notification Types ===
<div class="bc-card">
[[File:driver-notification-options.png|800px|thumb|center|Configuring driver alerts]]
<p>Driver profiles can be configured to automatically notify drivers when shipments clear customs. This improves dispatch flow by alerting drivers instantly when they are clear to cross.</p>


{| class="wikitable"
<h3>Supported Notification Types</h3>
! Notification Type
<table class="wikitable" style="width: 100%;">
! Trigger
<tr>
! Requires
<th style="width: 25%;">Type</th>
|-
<th>Trigger</th>
| ACI or PARS Alerts
<th>Requirement</th>
| When PARS is accepted or linked to driver
</tr>
| PARS Checking subscription
<tr>
|-
<td><strong>ACI or PARS Alerts</strong></td>
| ACE Alerts
<td>When a PARS is accepted by CBSA.</td>
| When PAPS or QP In Bond is accepted
<td>Requires "PARS Checking" subscription.</td>
| ACE eManifest
</tr>
|}
<tr>
<td><strong>ACE Alerts</strong></td>
<td>When a PAPS or In-Bond is accepted by CBP.</td>
<td>Requires "ACE eManifest" subscription.</td>
</tr>
</table>


All notification fields are optional.
<h3>Contact Details</h3>
<div class="bc-cleanlist">
* <strong>Email Alerts:</strong> Enter a <strong>Primary Email</strong> (and optional Secondary) to receive clearance emails.
* <strong>SMS Text Alerts:</strong> Enter a <strong>Primary Cell Phone</strong> and select the <strong>Carrier</strong> to receive text messages.
</div>
</div>


=== Email Alerts ===
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>


;Primary Email
<div class="bc-card">
:Main email address for shipment clearance updates. Select ACI/PARS and or ACE alerts as desired.
<h3>Tips for Success</h3>
<div class="bc-cleanlist">
* <strong>Legal Accuracy:</strong> Ensure First and Last names match border documents exactly to avoid "Driver Not Found" errors at the booth.
* <strong>FAST IDs:</strong> Always enter the FAST ID if the driver has one; it reduces data entry requirements on the manifest.
* <strong>Notifications:</strong> Enable SMS notifications to reduce the number of check-calls dispatchers receive.
* <strong>Maintenance:</strong> Keep profiles updated immediately when a driver changes their phone number or moves terminals.
</div>
</div>


;Secondary Email
{{AppPromo}}
:Backup email address for additional notifications.


=== SMS Text Alerts ===
</div>
 
;Primary Cell Phone
:Driver’s mobile number for SMS alerts. Carrier selection is required.
 
;Secondary Cell Phone
:Optional backup mobile number for SMS alerts.
 
== Best Practices for Driver Profiles ==
 
* Use legal names exactly as on border documents 
* Always assign a terminal or office 
* Enter FAST ID for FAST approved drivers whenever possible 
* Enable notifications to reduce dispatcher workload 
* Keep profiles updated when drivers change contact info 
 
== Summary ==
 
Driver Profiles are a core component of BorderConnect workflows. Once created, they allow:
 
* Faster manifest creation 
* Automated shipment linking 
* Real time clearance communication 
* Improved compliance accuracy 
 
Setting them up correctly ensures smoother border crossings and fewer operational delays.


[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]

Latest revision as of 17:52, 5 February 2026

🔖 This article is part of the BorderConnect Software User Guide

Add New Driver Page

Create and configure driver profiles for use across ACE and ACI eManifests.

Type: Data Entry System: General Data

Overview

The Add New Driver Page allows you to create and configure a Driver Profile in BorderConnect. These profiles are used across both ACE (US) and ACI (Canada) eManifest workflows.

Creating a profile allows the system to:

  • Assign drivers quickly to manifests and shipments.
  • Automatically link PARS, PAPS, and in-bond shipments to the correct driver.
  • Send real-time clearance notifications via SMS or Email.
  • Maintain compliance-ready data (FAST IDs, Citizenship, etc.).

How to Reach This Page:

  • Navigate to Manage Data and select Create Driver.
  • From the Driver Search Page, click Create Driver.
  • Click the "Quick Add" (+) icon when assigning a driver inside any eManifest.
The Add New Driver page in BorderConnect

Page Controls

These buttons control the saving and clearing of data on the form.

Button Function
Save Creates the driver profile once all required fields are completed.
Cancel Discards all entered data and returns you to the Driver Search page.
Clear Empties all fields so entirely new data can be entered.

General Driver Information

This section captures the core identity and compliance details for the driver.

Field Required? Description
Driver Number Always Internal identifier (e.g., employee ID, payroll number, or initials).
First / Last Name Always Legal names as they appear on travel documents.
Gender / DOB Conditional Required for ACE manifests unless a valid ACE ID or FAST ID is provided.
Citizenship Conditional Must match the travel documents used at the border.
Terminal / Office Always The company location the driver is assigned to.
(Tip: If missing, add it via Company Details → New Terminal).
ACE ID / FAST ID Conditional Enter the ID number if the driver is FAST approved. This speeds up processing in ACE.

Notification Settings

Configuring driver alerts

Driver profiles can be configured to automatically notify drivers when shipments clear customs. This improves dispatch flow by alerting drivers instantly when they are clear to cross.

Supported Notification Types

Type Trigger Requirement
ACI or PARS Alerts When a PARS is accepted by CBSA. Requires "PARS Checking" subscription.
ACE Alerts When a PAPS or In-Bond is accepted by CBP. Requires "ACE eManifest" subscription.

Contact Details

  • Email Alerts: Enter a Primary Email (and optional Secondary) to receive clearance emails.
  • SMS Text Alerts: Enter a Primary Cell Phone and select the Carrier to receive text messages.

Best Practices

Tips for Success

  • Legal Accuracy: Ensure First and Last names match border documents exactly to avoid "Driver Not Found" errors at the booth.
  • FAST IDs: Always enter the FAST ID if the driver has one; it reduces data entry requirements on the manifest.
  • Notifications: Enable SMS notifications to reduce the number of check-calls dispatchers receive.
  • Maintenance: Keep profiles updated immediately when a driver changes their phone number or moves terminals.
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