Consolidate Records in DriverHub

Learn how to streamline and manage multiple records effectively by consolidating them into a single version in DriverHub.

When managing driver qualification files or other compliance documents in DriverHub, it’s common to encounter multiple records of the same type. Consolidating these records simplifies management and ensures accurate tracking. This article will guide you through consolidating records while maintaining access to past versions.

Table of Contents

• Video Walkthrough
• Step-by-Step Instructions

When there are multiple records of the same type you can consolidate the records by dragging a record and dropping it on top of another record you want to consolidate it with. 

Video Walkthrough:

Step-by-Step Instructions:

1. Navigate To A Team Member Profile

   1. Find the user you need and navigate to their profile. 

2. Locate Duplicate Records

   1. Identify multiple records of the same type. For instance, you may find three Motor Vehicle Record (MVR) entries for an employee.

3. Drag and Drop to Consolidate

   1. Click and drag one record onto another.
   2. A confirmation window will appear asking if you want to consolidate the records.
      

4. Confirm Consolidation

   1. Click Consolidate in the confirmation window.

5. Repeat If Necessary

   1. Check the record browser to see if additional duplicates remain.
   2. Repeat the drag-and-drop process until all duplicates are consolidated into one record.

6. Review Consolidated Record

   1. The final consolidated record will be the most recent version based on expiration dates if applicable.
   2. Use the Previous button to view past records. 
   3. If a past version should be the current version, navigate to that version using the Previous or Next buttons and click Make Current on the version to make it the current video.