Driver list and search
The driver list presents all company employees:
- Search by first name, last name or PESEL number
- Filter by status (active, archived)
- Alphabetical sorting or by date added
- Color indicators for expiring documents
Lista kierowcow z filtrami
Adding a new driver
The driver form requires the following data:
Wymagane pola:
- First and last name
- PESEL number or date of birth
- Driver's license number
- Driver's license expiry date
- Medical examination date
- Address
Opcjonalne pola:
- Phone number
- Email address
- Professional qualifications number
- Notes
- Click 'Add driver' in menu or on dashboard
- Fill in the required form fields
- Optionally add documents (scans)
- Click 'Save' to add the driver
Formularz dodawania kierowcy
Editing driver data
To edit driver data:
- Find the driver in the list
- Click the edit icon (pencil)
- Make changes in the form
- Click 'Save changes'
- Remember to update document expiry dates
- Changes are saved immediately after confirmation
Driver documents
The system tracks validity of the following documents:
Driver's license
Number, categories and expiry date
Medical examination
Last examination date and next due date
Professional qualifications
Certificate number and expiry date
Driver card
Card number and expiry date
- System automatically notifies about expiring documents
- Red marking - document expired or expiring within 7 days
- Yellow marking - document expiring within 30 days
Import drivers from file
You can import multiple drivers at once:
Wspierane formaty:
- CSV (comma-separated text file)
- XLSX (Excel spreadsheet)
- Prepare a file with driver data
- Click 'Import' in the drivers module
- Select file from disk
- Map columns to system fields
- System will validate data and show preview
- Confirm import
- Download import template for correct format
- System will detect duplicates based on PESEL or license number
IMI synchronization
The system can synchronize driver data with the IMI system:
- Automatic declaration status update
- Download posting history
- Driver data verification
- Click 'Synchronize' next to the driver
- System will connect to IMI API
- Data will be updated automatically
- Check synchronization logs in case of errors
Archiving a driver
Drivers who have ended cooperation can be archived:
- Find the driver in the list
- Click action menu (three dots)
- Select 'Archive'
- Confirm archiving
- Archived driver does not appear on the main list
- Data and documents are retained according to GDPR
- You can restore a driver from archive at any time
Restoring from archive
- Enable 'Show archived' filter
- Find the driver
- Click 'Restore'