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Driver Details 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}}


[[File:Driver-details-section.png|360px|thumb|right|Viewing the Driver Details overview section]]
<div class="bc-wrap">


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.
<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>


This page is commonly accessed from:
<div class="bc-card">


* [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]] by clicking '''View'''
<h2 style="margin-top: 0;">Overview</h2>
* [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]] after saving a new profile
[[File:Driver-details-section.png|360px|thumb|right|Viewing the Driver Details overview section]]
* Driver links within ACE or ACI eManifest pages
<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>
* Driver Details for eManifest page
 
== Page Layout Overview ==
 
The Driver Details Page is organized into clearly defined sections:
 
{| 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
|}
 
== Driver Details Section ==
 
This top section displays essential driver information such as:
 
* Full name 
* Date of birth 
* Citizenship 
* Terminal or office assignment 
 
System messages appear here to confirm whether the driver profile is valid for use on ACE and ACI eManifests.
 
{| class="wikitable"
! Action
! Description
|-
| Edit Driver
| Opens the Edit Driver Page to update core information
|-
| Delete
| Permanently removes the driver profile
|}
 
== Travel Documents Section ==
 
[[File:Traveldocumentsection1.png|800px]]
 
This area manages the identification documents required for ACE filings when the driver does not use a FAST Card.
 
Travel documents are required when:
 
* The driver will appear on ACE eManifests 
* The driver does not have a FAST ID 
 
Required minimum:
 
* One Commercial Driver’s License 
* One additional travel document 
 
=== Travel Document Actions ===
 
{| class="wikitable"
! Action
! What It Does
|-
| Add Travel Document
| Creates a new identification record
|-
| Edit
| Updates document details
|-
| Delete
| Removes the document
|}
 
== PARS Sequences Section ==
 
[[File:Parssection1.png|800px]]
 
This section tracks PARS sticker ranges issued to drivers for CBSA shipments.
 
Each sequence shows:
 
* Carrier code 
* Number range 
* Remaining stickers 
 
This feature is used only with BorderConnect PARS Checking software.
 
=== Managing PARS Sequences ===


{| class="wikitable"
<div class="bc-did-you-know" style="margin-top: 15px;">
! Action
<strong>How to Access:</strong><br>
! Function
* [[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.
| Add PARS Sequence
* Clicking driver name links within ACE or ACI eManifest pages.
| Creates a new sticker range
</div>
|-
| Edit
| Modifies sequence details
|-
| Change Driver
| Transfers a sequence to another driver
|-
| Deactivate
| Disables a sequence (rarely used)
|-
| Delete
| Permanently removes the sequence
|}


== Comments Section ==
<div style="clear: both;"></div>
</div>


[[File:Addcommentdriver1.png|800px]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver Details & Validation</h2>


Comments provide a simple way to record internal notes about a driver.
<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>


Typical uses include:
<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>


* Special instructions 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Travel Documents</h2>
* Border issues 
* Expiration reminders 


=== Comment Controls ===
<div class="bc-card">
[[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>


{| class="wikitable"
<table class="wikitable" style="width: 100%;">
! Action
<tr>
! Description
<th style="width: 25%;">Action</th>
|-
<th>Function</th>
| Add Comment
</tr>
| Creates a new note
<tr>
|-
<td><strong>Add Travel Document</strong></td>
| Edit
<td>Creates a new identification record attached to this driver.</td>
| Updates an existing note
</tr>
|-
<tr>
| Delete
<td><strong>Edit / Delete</strong></td>
| Removes a note
<td>Update details or remove an expired document.</td>
|}
</tr>
</table>
</div>


== CSA Details Section ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">PARS Sequences</h2>


[[File:Csadriverdetails.png|800px]]
<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>


CSA Details are used for transmitting Trade Chain Partner information to CBSA.
<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 should only be completed when:
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Comments</h2>


* The company is approved for CSA transmission 
<div class="bc-card">
* The driver is an owner operator 
[[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>


Displayed information includes:
<div class="bc-cleanlist">
* <strong>Add Comment:</strong> Creates a new note visible to staff.
* <strong>Edit/Delete:</strong> Updates or removes existing notes.
</div>
</div>


* Business address 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">CSA Details</h2>
* CSA profile status 


=== CSA Actions ===
<div class="bc-card">
[[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>


{| class="wikitable"
<table class="wikitable" style="width: 100%;">
! Action
<tr>
! Purpose
<th style="width: 30%;">Action</th>
|-
<th>Purpose</th>
| Add CSA Details
</tr>
| Creates a CSA profile for the driver
<tr>
|-
<td><strong>Add CSA Details</strong></td>
| Edit CSA Details
<td>Creates a CSA profile (business address, status) for the driver.</td>
| Updates existing CSA information
</tr>
|-
<tr>
| Send CSA Profile Updates
<td><strong>Send CSA Profile Updates</strong></td>
| Submits add or delete requests to CBSA
<td>Submits "Add" or "Delete" requests electronically to CBSA.</td>
|}
</tr>
</table>
</div>


== Best Practices ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>


* Keep travel documents current and accurate 
<div class="bc-card">
* Remove unused PARS sequences when completed 
<div class="bc-cleanlist">
* Use comments for operational notes 
* <strong>Keep Documents Current:</strong> Ensure travel documents are updated before they expire to avoid ACE rejects.
* Validate driver profiles before manifest submission 
* <strong>Manage PARS:</strong> Remove unused or finished PARS sequences to keep the list clean.
* Only use CSA details for eligible owner operators
* <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>


== Summary ==
{{AppPromo}}


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