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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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| [[File:Driver-details-section.png|360px|thumb|right|Viewing the '''Driver Details''' section]]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. | | [[File:Driver-details-section.png|360px|thumb|right|Viewing the Driver Details overview section]] |
| The Driver Details Page can be accessed in the following ways:
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| *From the [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]] by clicking the 'View' link of the desired driver. | | The '''Driver Details Page''' 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. |
| *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. | | This page is commonly accessed from: |
| *From the [[ACI_eManifest_Details_Page_(ACI_eManifest)|ACI eManifest Details Page]] by clicking the 'View' link of the driver.
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| | * [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]] by clicking '''View''' |
| | * [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]] after saving a new profile |
| | * Driver links within ACE or ACI eManifest pages |
| | * Driver Details for eManifest page |
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| | == Page Layout Overview == |
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| | The Driver Details Page is organized into clearly defined sections: |
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| | {| class="wikitable" |
| | ! Section |
| | ! Purpose |
| | |- |
| | | Driver Details |
| | | Core driver identity and validation status |
| | |- |
| | | Travel Documents |
| | | Border identification used for ACE filings |
| | |- |
| | | PARS Sequences |
| | | PARS sticker tracking for CBSA shipments |
| | |- |
| | | Comments |
| | | Internal notes and reminders |
| | |- |
| | | CSA Details |
| | | Owner operator data for CSA transmission |
| | |} |
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| == Driver Details Section == | | == Driver Details Section == |
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| 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.
| | This top section displays essential driver information such as: |
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| 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.
| | * Full name |
| | * Date of birth |
| | * Citizenship |
| | * Terminal or office assignment |
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| ;Edit Driver Button
| | System messages appear here to confirm whether the driver profile is valid for use on ACE and ACI eManifests. |
| :Used to update the general information for the Driver Profile. Clicking this button will bring the user to the Edit Driver Page.
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| ;Delete Button
| | {| class="wikitable" |
| :Used to delete the Driver Profile.
| | ! Action |
| | ! Description |
| | |- |
| | | Edit Driver |
| | | Opens the Edit Driver Page to update core information |
| | |- |
| | | Delete |
| | | Permanently removes the driver profile |
| | |} |
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| == Travel Document Section == | | == Travel Documents Section == |
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| [[File:Traveldocumentsection1.png|800px]] | | [[File:Traveldocumentsection1.png|800px]] |
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| 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. | | This area manages the identification documents required for ACE filings when the driver does not use a FAST Card. |
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| 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. | | Travel documents are required when: |
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| ;Add Travel Document Button
| | * The driver will appear on ACE eManifests |
| :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.
| | * The driver does not have a FAST ID |
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| ;Edit
| | Required minimum: |
| :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. | |
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| ;Delete
| | * One Commercial Driver’s License |
| :Used to remove a Travel Document from the Driver Profile.
| | * One additional travel document |
| | |
| | === Travel Document Actions === |
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| | {| class="wikitable" |
| | ! Action |
| | ! What It Does |
| | |- |
| | | Add Travel Document |
| | | Creates a new identification record |
| | |- |
| | | Edit |
| | | Updates document details |
| | |- |
| | | Delete |
| | | Removes the document |
| | |} |
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| == PARS Sequences Section == | | == PARS Sequences Section == |
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| [[File:Parssection1.png|800px]] | | [[File:Parssection1.png|800px]] |
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| 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. | | This section tracks PARS sticker ranges issued to drivers for CBSA shipments. |
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| 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.
| | Each sequence shows: |
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| ;Add PARS Sequence Button
| | * Carrier code |
| :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.
| | * Number range |
| | * Remaining stickers |
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| ;Edit
| | This feature is used only with BorderConnect PARS Checking software. |
| :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.
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| ;Change Driver
| | === Managing PARS Sequences === |
| :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.
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| ;Deactivate
| | {| class="wikitable" |
| :Makes a PARS Sequence deactive. Unknown consequences. Generally not recommended.
| | ! Action |
| | ! Function |
| | |- |
| | | Add PARS Sequence |
| | | Creates a new sticker range |
| | |- |
| | | Edit |
| | | Modifies sequence details |
| | |- |
| | | Change Driver |
| | | Transfers a sequence to another driver |
| | |- |
| | | Deactivate |
| | | Disables a sequence (rarely used) |
| | |- |
| | | Delete |
| | | Permanently removes the sequence |
| | |} |
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| ;Delete
| | == Comments Section == |
| :Deletes a PARS Sequence from the Driver Profile.
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| == Comment Section ==
| | [[File:Addcommentdriver1.png|800px]] |
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| [[File:Addcommentdriver1.png|800px]]
| | Comments provide a simple way to record internal notes about a driver. |
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| | Typical uses include: |
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| | * Special instructions |
| | * Border issues |
| | * Expiration reminders |
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| | === Comment Controls === |
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| 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.
| | {| class="wikitable" |
| ;Add Comment Button
| | ! Action |
| :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.
| | ! Description |
| ;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.
| | | Add Comment |
| ;Delete
| | | Creates a new note |
| :Used to remove a comment from the Driver Profile.
| | |- |
| | | Edit |
| | | Updates an existing note |
| | |- |
| | | Delete |
| | | Removes a note |
| | |} |
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| == CSA Details Section == | | == CSA Details Section == |
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| [[File:Csadriverdetails.png|800px]] | | [[File:Csadriverdetails.png|800px]] |
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| 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 are used for transmitting Trade Chain Partner information to CBSA. |
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| | This section should only be completed when: |
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| | * The company is approved for CSA transmission |
| | * The driver is an owner operator |
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| | Displayed information includes: |
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| | * Business address |
| | * CSA profile status |
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| | === CSA Actions === |
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| | {| class="wikitable" |
| | ! Action |
| | ! Purpose |
| | |- |
| | | Add CSA Details |
| | | Creates a CSA profile for the driver |
| | |- |
| | | Edit CSA Details |
| | | Updates existing CSA information |
| | |- |
| | | Send CSA Profile Updates |
| | | Submits add or delete requests to CBSA |
| | |} |
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| CSA Details should only be used when both of the following are true:
| | == Best Practices == |
| *The carrier is subscribed to BorderConnect's ACI eManifest software and is approved for transmitting CSA data.
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| *The driver is an owner/operator employed by the carrier.
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| The CSA Details will then be used for transmitting CSA Trade Chain Partner (TCP) data to CBSA.
| | * Keep travel documents current and accurate |
| | * Remove unused PARS sequences when completed |
| | * Use comments for operational notes |
| | * Validate driver profiles before manifest submission |
| | * Only use CSA details for eligible owner operators |
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| ;Add CSA Details Button
| | == Summary == |
| :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.
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| ;Edit CSA Details Button
| | The Driver Details Page brings together all driver related information into one easy to manage workspace. It ensures compliance with customs requirements, improves shipment tracking, and helps keep driver data accurate across all BorderConnect services. |
| :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.
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| ;Send CSA Profile Updates Button
| | [[Category:BorderConnect Software User Guide]] |
| :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. | |