Driver Search 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}} | ||
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<h1>Driver Search Page</h1> | |||
<p>A centralized directory for locating and managing driver profiles across ACE and ACI eManifests.</p> | |||
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<span class="bc-article-pill"><i class="fas fa-search"></i> Type: Search Tool</span> | |||
<span class="bc-article-pill"><i class="fas fa-user-tie"></i> System: General Data</span> | |||
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= | <h2 style="margin-top: 0;">Overview</h2> | ||
<p>The <strong>Driver Search Page</strong> is where users can locate, review, update, and manage all Driver Profiles stored in BorderConnect. It serves as the central directory for drivers used across ACE and ACI eManifest workflows.</p> | |||
<p>From this page, you can:</p> | |||
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* View all drivers in your account. | |||
* Search for specific drivers by name, terminal, or ID. | |||
* Edit driver information or delete outdated profiles. | |||
* Export driver lists to a spreadsheet for auditing. | |||
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[[File:Driversearchpage1.jpg|800px|thumb|center|Accessing the Driver Search Page from the Manage Data menu]] | |||
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<strong>How to Access:</strong> Navigate to <strong>Manage Data</strong> and select <strong>Search Drivers</strong> (or <strong>Show All Drivers</strong>). | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Search Controls</h2> | |||
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: | [[File:Driversearchpage2.png|800px|thumb|center|Filtering driver results]] | ||
<p>The search area allows you to quickly narrow down your driver list. This is useful for verifying if a driver already exists before creating a duplicate profile.</p> | |||
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<th style="width: 25%;">Button</th> | |||
<th>Function</th> | |||
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<td><strong>Create Driver</strong></td> | |||
<td>Opens the Add New Driver page to create a new profile.</td> | |||
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<td><strong>Search</strong></td> | |||
<td>Applies selected filters (e.g., Name, Terminal) and displays matching drivers.</td> | |||
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<td><strong>Reset</strong></td> | |||
<td>Clears filters and reloads the default list of all drivers.</td> | |||
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<td><strong>Clear</strong></td> | |||
<td>Empties all fields so entirely new criteria can be entered.</td> | |||
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<td><strong>Export Drivers (CSV)</strong></td> | |||
<td>Downloads the current search results as a spreadsheet file.</td> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver Results & Management</h2> | |||
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<p>The results section displays all drivers matching your search criteria. Each driver row includes quick action links for managing the profile.</p> | |||
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<th style="width: 25%;">Action</th> | |||
<th>Description</th> | |||
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<td><strong>View</strong></td> | |||
<td>Opens the [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Details Page]] to review information, documents, and sequences.</td> | |||
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<td><strong>Edit</strong></td> | |||
<td>Opens the edit screen to update the driver's profile data.</td> | |||
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<td><strong>Delete</strong></td> | |||
<td>Permanently removes the driver from BorderConnect. <br><em>(Note: Deleted drivers cannot be selected on new manifests).</em></td> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2> | |||
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* <strong>Check First:</strong> Always search before creating a new driver to avoid creating duplicate profiles. | |||
* <strong>Maintenance:</strong> Keep driver profiles updated when contact numbers or ID details change. | |||
* <strong>Cleanup:</strong> Remove inactive drivers periodically to keep your selection lists clean and manageable. | |||
* <strong>Audits:</strong> Use the CSV export feature to audit your driver list for compliance or internal records. | |||
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[[Category:BorderConnect Software User Guide]] | [[Category:BorderConnect Software User Guide]] | ||