Driver Search Page (ACE and ACI eManifest): Difference between revisions
Created page with "{{note|This article is part of the BorderConnect Software User Guide|info}} The '''Driver Search Page''' is a page in [https://borderconnect.com BorderConnect eManifest software] where the user can look up Driver Profiles. It allows the user to verify which drivers are in the system and update or delete existing profiles. There are many search options available. By default the search will display all drivers. The Driver Search Page..." Â |
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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* Edit driver information or delete outdated profiles.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: | [[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]] | ||