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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|A video tutorial on creating a driver profile within BorderConnect.}}
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[[File:Adddriverpage1.png|360px|thumb|right|Viewing the '''Add Driver''' page]]The '''Add New Driver Page''' is a page in [https://borderconnect.com BorderConnect eManifest software] where the user enters the information to create a new Driver Profile. It can be accessed in the following ways:
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*From the Manage Data menu by clicking 'Create Driver'.
<h1>Add New Driver Page</h1>
*From the [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Search Page]] by clicking the 'Create Driver' button.
<p>Create and configure driver profiles for use across ACE and ACI eManifests.</p>
*From the Add Driver/Crew for ACE eManifest Page by clicking the 'Create Driver' button.
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<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>
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;Save Button
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:Saves currently entered information to a new Driver Profile. Can only be used if all required fields have been filled out. Clicking on this button will create the Driver Profile and bring the user to the [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Details Page]].
;Cancel Button
:Cancels the attempt to create a new Driver Profile. Clicking on this button will disregard all entered data and bring the user to the [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]].
;Clear Button
:Clears all fields on the page so that the user may enter other data instead.


== General Information ==
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In this section of the page the user can enter the basic Driver Profile information. Please refer to the legend at the bottom of the page for guidance on which fields are required under what circumstances.
<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>


;Driver Number
<p>Creating a profile allows the system to:</p>
:Unique number to identify the driver. Usually an employee number can be used if applicable. Otherwise driver's initials are also acceptable. This field is always required.
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* 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.).
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;First Name
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:Driver's first name. This field is always required.
<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.
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;Middle Name or Initial
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:Driver's middle name or initial. This field is always optional.


;Last Name
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:Driver's last name. This field is always required.
[[File:Adddriverpage1.png|360px|thumb|center|The Add New Driver page in BorderConnect]]
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;Gender
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Page Controls</h2>
:Driver's gender. Can be selected using the drop down menu. This field is required when the Driver Profile will be used on ACE eManifests and the driver does not have a FAST Card or ACE ID. Otherwise it is optional.


;Date of Birth
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:Driver's date of birth. Can be entered in the text field in the format mm/dd/yyyy or using the calendar tool. This field is required when the Driver Profile will be used on ACE eManifests and the driver does not have a FAST Card or ACE ID. Otherwise it is optional.
<p>These buttons control the saving and clearing of data on the form.</p>


;Citizenship
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:Driver's citizenship. Can be selected using the drop down menu. If the driver is a dual citizen it is recommend to enter the citizenship that matches the documentation that will be presented at the border. This field is required when the Driver Profile will be used on ACE eManifests and the driver does not have a FAST Card or ACE ID. Otherwise it is optional.
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<th style="width: 20%;">Button</th>
<th>Function</th>
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<tr>
<td><strong>Save</strong></td>
<td>Creates the driver profile once all required fields are completed.</td>
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<td><strong>Cancel</strong></td>
<td>Discards all entered data and returns you to the Driver Search page.</td>
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<td><strong>Clear</strong></td>
<td>Empties all fields so entirely new data can be entered.</td>
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;Terminal/Office
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">General Driver Information</h2>
:The terminal or office that the driver should be assigned to. Can be selected from the terminals list using the drop down menu. This field is always required. Please note that if the desired terminal or office is not listed, more can be created from the [[Company Details Page]] by clicking the New Terminal button.


;ACE ID / FAST ID
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:Used to indicate a driver's FAST ID or ACE ID. If a driver is FAST approved the FAST Card number (number starting with 4270) should be entered in the text field. Otherwise an ACE ID can optionally be entered here. If an ID has been entered in the text field, the type (ACE ID or FAST ID) must be selected using the drop down menu. This field is only required when the driver is FAST approved and the Driver Profile will be used on ACE eManifests.
<p>This section captures the core identity and compliance details for the driver.</p>


== Notification Options ==
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<th style="width: 25%;">Field</th>
<th style="width: 15%;">Required?</th>
<th>Description</th>
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<td><strong>Driver Number</strong></td>
<td>Always</td>
<td>Internal identifier (e.g., employee ID, payroll number, or initials).</td>
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<td><strong>First / Last Name</strong></td>
<td>Always</td>
<td>Legal names as they appear on travel documents.</td>
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<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>
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<td><strong>Citizenship</strong></td>
<td>Conditional</td>
<td>Must match the travel documents used at the border.</td>
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<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>
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<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>
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In this section of the page the user can specify options for the driver to be notified when their shipments have been cleared by the Customs Broker. The driver can receive ACI/PARS notifications or ACE notifications or both.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Notification Settings</h2>


[[File:driver-notification-options.png|800px]]
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[[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>


<h3>Supported Notification Types</h3>
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<tr>
<th style="width: 25%;">Type</th>
<th>Trigger</th>
<th>Requirement</th>
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<tr>
<td><strong>ACI or PARS Alerts</strong></td>
<td>When a PARS is accepted by CBSA.</td>
<td>Requires "PARS Checking" subscription.</td>
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<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>
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ACI/PARS notifications only work for customers subscribing to BorderConnect's PARS Checking software. The notification will be sent out when a PARS Shipment gets accepted on an ACI eManifest for the driver. It will also be sent if an accepted PARS falls within a PARS Sequence for that driver.  
<h3>Contact Details</h3>
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* <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.
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ACE notifications will be sent out when a PAPS or QP In-Bond shipment gets accepted on an ACE eManifest for the driver.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>


All fields in this section are optional.
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<h3>Tips for Success</h3>
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* <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.
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;Primary Email
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:Used to indicate an email address for the driver to receive notifications. The email address can be entered in the text field. The user should then select which type of notifications to send to the driver using the checkboxes for ACI/PARS notifications and ACE notifications.


;Secondary Email
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:Used to indicate a second email address for the driver to receive additional notifications. As with the primary email, the email address can be entered in the text field. The user should then select which type of notifications to send to the driver using the checkboxes for ACI/PARS notifications and ACE notifications.
 
;Primary Cell Phone
:Used to indicate a cell phone for the driver to receive notifications by text via SMS. The cell phone number can be entered (must include area code) into the text field. The cell phone carrier must then be selected using the drop down menu. The user should then select which type of notifications to send to the driver using the checkboxes for ACI/PARS notifications and ACE notifications.
 
;Secondary Cell Phone
:Used to indicate a second cell phone for the driver to receive notifications by text via SMS. As with the primary cell phone, the cell phone number can be entered (must include area code) into the text field. The cell phone carrier must then be selected using the drop down menu. The user should then select which type of notifications to send to the driver using the checkboxes for ACI/PARS notifications and ACE notifications.


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