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

Created page with "{{note|This article is part of the BorderConnect Software User Guide|info}} 360px|thumb|right|Viewing the '''Driver Details''' page.The '''Driver Details Page''' is where the user can view and edit a Driver Profile in [https://www.borderconnect.com BorderConnect]. All information in the Driver Profile will be displayed here, along with options to add or change information. The Driver Details Page can be..."
 
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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}}


[[Image:Driverdetails1.png|360px|thumb|right|Viewing the '''Driver Details''' page.]]The '''Driver Details Page''' is where the user can view and edit a Driver Profile in [https://www.borderconnect.com BorderConnect]. All information in the Driver Profile will be displayed here, along with options to add or change information.
<div class="bc-wrap">
The Driver Details Page can be accessed in the following ways:
*From the [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]] by clicking the 'View' link of the desired driver.
*From the [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]] or Edit Driver Page by clicking the 'Save' button.
*From the Driver Details for eManifest Page by clicking the 'View Driver' button.
*From the [[ACI_eManifest_Details_Page_(ACI_eManifest)|ACI eManifest Details Page]] by clicking the 'View' link of the driver.


== Driver Details Section ==
<div class="bc-article-hero">
<h1>Driver Details Page</h1>
<p>The central hub for managing driver profiles, travel documents, and PARS sequences.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-id-card"></i> Type: Master Data</span>
<span class="bc-article-pill"><i class="fas fa-user-tie"></i> System: General Data</span>
</div>
</div>


The Driver Details Section, located to the top of the page, displays the general information for the Driver Profile, including name, date of birth, and citizenship.
<div class="bc-card">


[[File:Driver-details-section.png|800px]]
<h2 style="margin-top: 0;">Overview</h2>
<p>The <strong>Driver Details Page</strong> is the central management screen for an individual Driver Profile in BorderConnect. From this page, users can review driver information, update identification documents, manage PARS sequences, add internal notes, and maintain CSA profile data when applicable.</p>


The top left corner of this section will display messages to inform the user if the Driver Profile is ready to be used on ACE and ACI eManifests. If the Driver Profile needs to be updated, a validation warning will be displayed at the bottom of this section.
[[File:Driver-details-section.png|800px|thumb|center|Viewing the Driver Details overview section]]


;Edit Driver Button
<div class="bc-did-you-know" style="margin-top: 15px;">
:Used to update the general information for the Driver Profile. Clicking this button will bring the user to the Edit Driver Page.
<strong>How to Access:</strong><br>
* [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]] by clicking <strong>View</strong>.
* [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]] immediately after saving a new profile.
* Clicking driver name links within ACE or ACI eManifest pages.
</div>


;Delete Button
<div style="clear: both;"></div>
:Used to delete the Driver Profile.
</div>


== Travel Document Section ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver Details & Validation</h2>


[[File:Traveldocumentsection1.png|800px]]
<div class="bc-card">
<p>The top section displays essential identity information (Name, DOB, Citizenship, Terminal). Crucially, <strong>system validation messages</strong> appear here to confirm if the profile is valid for use on ACE and ACI eManifests.</p>


This section allows the user to manage the Travel Documents (identification) for the driver. Currently entered Travel Documents will be listed here, along with options to add, remove or edit.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Edit Driver</strong></td>
<td>Opens the Edit Driver Page to update core information like address or license number.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Permanently removes the driver profile from the system.</td>
</tr>
</table>
</div>


Travel Documents are only required if the Driver Profile will be used on ACE eManifests, and the driver does not have a FAST Card. The user will be required to enter two Travel Documents including one Commercial Driver's License and one other Travel Document.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Travel Documents</h2>


;Add Travel Document Button
<div class="bc-card">
:Used to add a Travel Document to the Driver Profile. Clicking on this button will bring the user to a separate screen where the document number, type, and state/province (for driver's licenses) or country (for all other types) can be entered. Once entered, clicking 'Save' will add the Travel Document and return the user to the Driver Details Page.
[[File:Traveldocumentsection1.png|800px|thumb|center|Managing travel documents]]
<p>This area manages the identification documents required for ACE filings. If a driver does <strong>not</strong> have a FAST Card, the following are required:</p>
<div class="bc-cleanlist">
* One <strong>Commercial Driver’s License</strong> (CDL).
* One <strong>additional travel document</strong> (e.g., Passport, Permanent Resident Card).
</div>


;Edit
<table class="wikitable" style="width: 100%;">
:Used to edit a Travel Document. Clicking this link will bring the user to a separate screen where the changes can be made. Once finished, clicking 'Save' will update the Travel Document and return the user to the Driver Details Page.
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>Add Travel Document</strong></td>
<td>Creates a new identification record attached to this driver.</td>
</tr>
<tr>
<td><strong>Edit / Delete</strong></td>
<td>Update details or remove an expired document.</td>
</tr>
</table>
</div>


;Delete
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">PARS Sequences</h2>
:Used to remove a Travel Document from the Driver Profile.


== PARS Sequences Section ==
<div class="bc-card">
[[File:Parssection1.png|800px|thumb|center|Tracking PARS stickers]]
<p>This section tracks PARS sticker ranges issued to drivers. It shows the carrier code, number range, and remaining sticker count. (<em>Feature used with BorderConnect PARS Checking software</em>).</p>


[[File:Parssection1.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>Add PARS Sequence</strong></td>
<td>Assign a new range of stickers to the driver.</td>
</tr>
<tr>
<td><strong>Change Driver</strong></td>
<td>Transfer a sequence to another driver (e.g., if stickers are handed off).</td>
</tr>
<tr>
<td><strong>Edit / Delete</strong></td>
<td>Modify range details or remove the sequence.</td>
</tr>
</table>
</div>


This section allows the user to keep track of PARS Stickers issued to the driver. It lists all currently entered PARS Sequences and how many stickers remain in the sequence, and provides options to add, remove, edit or change the driver for a sequence.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Comments</h2>


PARS Sequences are only used by BorderConnect's PARS Checking software, so it is not recommended to enter them if the user does not subscribe to this service.
<div class="bc-card">
[[File:Addcommentdriver1.png|800px|thumb|center|Adding internal notes]]
<p>Comments provide a simple way to record internal notes such as special instructions, border issues, or expiration reminders.</p>


;Add PARS Sequence Button
<div class="bc-cleanlist">
:Adds a PARS Sequence to the Driver Profile. Clicking this button will bring the user to a separate screen where the PARS Sequence can be entered. The user must select the [[Carrier Code]] for the sequence, the PARS position ('MIDDLE/VISIBLE' should be selected if the word 'PARS' is part of the PARS numbers in the sequence, otherwise 'TOP/HIDDEN' or 'BOTTOM/HIDDEN' should be selected), the first value and the last value (first and last PARS Numbers in the sequence). Please note there cannot be more than 100 PARS Numbers in the sequence. Once these values have been entered, clicking 'Save' will add the PARS Sequence to the Driver Profile and return the user to the Driver Details Page.
* <strong>Add Comment:</strong> Creates a new note visible to staff.
* <strong>Edit/Delete:</strong> Updates or removes existing notes.
</div>
</div>


;Edit
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">CSA Details</h2>
:Used to update a PARS Sequence. Clicking this link will bring the user to a separate screen where the changes can be made. Once finished, clicking 'Save' will update the PARS Sequence and return the user to the Driver Details Page.


;Change Driver
<div class="bc-card">
:Used to move a PARS Sequence to a different Driver Profile. Clicking on this link will bring the user to a separate screen where the new driver can be selected using the drop down menu. Once selected, clicking 'Save' will move the PARS Sequence and bring the user to the Driver Details Page for the driver that the sequence was moved to.
[[File:Csadriverdetails.png|800px|thumb|center|Managing CSA details]]
<p>Used for transmitting Trade Chain Partner information to CBSA. This section should <strong>only</strong> be completed when the company is approved for CSA transmission and the driver is an owner-operator.</p>


;Deactivate
<table class="wikitable" style="width: 100%;">
:Makes a PARS Sequence deactive. Unknown consequences. Generally not recommended.
<tr>
<th style="width: 30%;">Action</th>
<th>Purpose</th>
</tr>
<tr>
<td><strong>Add CSA Details</strong></td>
<td>Creates a CSA profile (business address, status) for the driver.</td>
</tr>
<tr>
<td><strong>Send CSA Profile Updates</strong></td>
<td>Submits "Add" or "Delete" requests electronically to CBSA.</td>
</tr>
</table>
</div>


;Delete
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>
:Deletes a PARS Sequence from the Driver Profile.


== Comment Section ==
<div class="bc-card">
<div class="bc-cleanlist">
* <strong>Keep Documents Current:</strong> Ensure travel documents are updated before they expire to avoid ACE rejects.
* <strong>Manage PARS:</strong> Remove unused or finished PARS sequences to keep the list clean.
* <strong>Validation:</strong> Always check the top section for validation errors before assigning the driver to a manifest.
* <strong>CSA Compliance:</strong> Only use the CSA Details section for eligible owner-operators to avoid data errors.
</div>
</div>


[[File:Addcommentdriver1.png|800px]]
{{AppPromo}}


This section allows the user to add and view comments about the driver. These are for user reference only, and can be a useful way to record information that does not belong elsewhere.
</div>
;Add Comment Button
:Used to add a comment to the Driver Profile. Clicking on this button will bring the user to a screen where the comment can by typed. Once finished, clicking 'Save' will add the comment to the Driver Profile and return the user to the Driver Details Page.
;Edit
:Used to edit an existing comment. It will bring the user to a screen where the comment can be edited. Once finished, clicking 'Save' will update the comment and return the user to the Driver Details Page.
;Delete
:Used to remove a comment from the Driver Profile.


== CSA Details Section ==
[[Category:BorderConnect Software User Guide]]
 
[[File:Csadriverdetails.png|800px]]
 
This section allows the user to manage the CSA Details for the driver. It displays currently entered CSA Details including the owner/operator business address and the Current Status of the CSA Profile with CBSA.
 
CSA Details should only be used when both of the following are true:
*The carrier is subscribed to BorderConnect's ACI eManifest software and is approved for transmitting CSA data.
*The driver is an owner/operator employed by the carrier.
 
The CSA Details will then be used for transmitting CSA Trade Chain Partner (TCP) data to CBSA.
 
;Add CSA Details Button
:Used to add CSA Details to the Driver Profile. Clicking on this button will bring the user to a separate page where the CSA Details can be entered. The legend provided will indicate which fields are required. Once finished, clicking 'Save' will add the CSA Details to the Driver Profile and return the user to the Driver Details Page.
 
;Edit CSA Details Button
:Used to update the CSA Details for the driver. Clicking on this button will bring the user to a separate page where the CSA Details can be changed. Once finished, clicking 'Save' will update the CSA Details and return the user to the Driver Details Page.
 
;Send CSA Profile Updates Button
:Used to send CSA profile information to CBSA. Can only be used if the user's account is enabled for ACI eManifest and approved for transmitting CSA data. Moving the mouse over this button will give the user the choice between 'Send Add CSA Profile Request' and 'Send Delete CSA Profile Request'. The user should choose 'Add' for transmitting new CSA data, and 'Delete' to remove previously transmitted CSA data.
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