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Fleet ms

Fleet ms


1. Overview

The Truck Driver document in the VSD Fleet Management System (VSD Fleet MS) module captures essential information about the drivers in the fleet. It maintains personal details, contact information, employment status, and document attachments related to each driver. This Doctype serves as the central record for managing truck drivers and their assignments within the fleet system.


2. Key Features

  • Full Name: Tracks the driver's full name for identification.
  • Status: Represents the current status of the driver (Active, Suspended, or Left).
  • Cellphone Number: Stores the driver's unique mobile number, ensuring no duplication.
  • Employee: Links to the employee record associated with the driver.
  • In Trip?: Displays whether the driver is currently on a trip (this is a read-only field).
  • Driver Documents: Allows for attachment of essential documents such as licenses and certifications.
  • Image: Stores the driver's profile picture (hidden for internal use).

3. Pre-Requisites

Before creating or editing Truck Driver records, ensure that the following data is available:

  • Employee: An Employee record must be created for each driver.
  • Truck: Drivers must be linked to trucks within the Truck Doctype for assignment.
  • Documents: Relevant documents such as driver licenses and certifications should be available for attachment under Driver Documents.

4. Step-by-Step Usage

  1. Navigate to Truck Driver
    Go to:
    VSD Fleet MSDriver ManagementTruck Driver

  2. Create a New Truck Driver Record

    • Full Name: Enter the driver's full name.
    • Status: Select from "Active", "Suspended", or "Left".
    • Cellphone Number: Provide the driver's unique mobile number.
    • Employee: Link to the employee record.
    • Address: Fill in the driver's address.
    • Driver Documents: Attach any relevant documentation (licenses, certifications, etc.).
  3. Assign Driver to a Truck

    • If the driver is active, you may link them to a truck through the Truck Doctype. This step ensures the driver's availability for trips.
  4. Save the Record Once all fields are filled, click Save to store the truck driver details.


5. Script Customizations

A before_save server-side script is included in the Truck Driver Doctype to automatically unassign drivers from trucks when their status is set to anything other than Active.


6. Troubleshooting (Common Errors and Resolutions)

Error Cause Resolution
Driver status not updated The status field is not set correctly. Ensure the correct status ("Active", "Suspended", "Left") is selected when updating the driver.
Driver not linked to a truck The driver is not linked to a truck even when they are active. Ensure that the driver is properly linked to a truck in the Truck Doctype.
Documents not attaching Missing permissions for attaching documents. Verify the user's permissions allow for document attachments in the Truck Driver Doctype.

7. User Roles and Permissions

The following roles are configured with permissions to access and manage Truck Driver records:

  • Fleet Manager

    • Can Create, Read, Update, Delete
    • Can Print, Export, Share
  • HR User

    • Can Create, Read, Update
    • Can Export, Share
  • HR Manager

    • Can Create, Read, Update, Delete
    • Can Print, Export, Share

You can further customize permissions through the Role Permission Manager to suit specific needs.


8. Key Notes

  • In Trip?: This field is read-only and automatically reflects whether the driver is currently on a trip.
  • Status Management: The driver’s status should be maintained carefully as the system automatically manages truck assignments based on the status.
  • Image Field: The Image field is hidden for internal use, though it can be useful for driver profile management.

9. What Business Process Pain Point Does It Help Remove

The Truck Driver Doctype helps eliminate the risk of mistakenly assigning inactive drivers to trucks. By automatically unassigning drivers when their status is changed to Inactive, it ensures that only available drivers are linked to active trips, improving fleet management efficiency and reducing errors in truck assignments.

Last updated 4 days ago
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