Create, Update, and Edit Records in DriverHub

Streamline your compliance management with simple steps to create and update records in DriverHub.

This guide will walk you through creating and editing record types in DriverHub. Learn how to manage driver records efficiently and update recurring documents.

Table of Contents:

• Video Walkthrough
• Creating a New Record
• Creating A New Record From Unassociated Files
• Updating Existing Records
• Editing  Existing Records
• Viewing and Managing Records

Video Walkthrough:

How to Create and Edit Records in DriverHub

Watch this step-by-step walkthrough to see the process in action:

Creating a Record Using the Quick Actions Menu:

1. Navigate to a team member or candidate's profile.
2. Click on the Kabob Menu (three vertical dots) in the Quick Actions section of the profile.
3. Select Create, then Record from the resulting menus.
4. In the popup window:
   • Choose the record type from the dropdown menu.
     
   • Set an expiration date if the record is recurring, then click Create New Record.
     
5. Attach necessary files uploading directly from your device by clicking on Upload Files or dragging and dropping from your computer files into the designated area. You can also drag and drop files directly from the Unassociated Files tab.
6. Click Save to finalize the new record. 
   
   

Creating A New Record From Unassociated Files:

1. Navigate to the Profiles section and select the Unassociated Files tab.
   • Files received via text, such as licenses or medical cards, are stored here.
2. Use the Upload File button to add documents manually.
3. Locate the file you want to associate with a record.
4. Click the + (plus) button to start creating a new record.
5. Select the record type from the dropdown menu.
6. Set an expiration date for recurring records, if applicable, then click Create New Record.
7. The selected file will be automatically attached to the new record.
8. To add more attachments, click the Upload Attachments button to upload from your device, or drag and drop from the Unassociated Files or directly from your computer onto the designated area.
   

Updating Existing Records:

1. Open the record type that requires updating.
2. Click New Version to create a new version of the record.
3. Add an updated attachment by clicking the Upload Attachments button to upload from your device, or drag and drop from the Unassociated Files or directly from your computer onto the designated area.
   
4. Use the arrow buttons to view previous versions of the record.

• Only the latest version is considered the current record.
• To change the current record, navigate to any prior version and click Make Current or use the Sort Versions to sort all versions by their expiration date.

Editing Existing Records:

1. Locate the record you want to edit by navigating to the Records tab.
2. Open the specific record by clicking on it and selecting Edit from the record detail.
3. Edit fields as necessary, then click Save to apply the changes or Discard to discard any changes. 
   
4. To modify attachments:
   • Remove unnecessary files by hovering over the attachment, then clicking the X.
   • You will have the option to Delete or Disassociate the attachment. Deleting will discard the attachment altogether and Disassociating will remove it from the record and add it to the Unassociated Files tab.
   • Add updated files to the record by dragging and dropping or using the Upload Attachments button.

Viewing and Managing Records:

1. Go to the Records tab to see all records associated with a team member. Use this view to identify records requiring updates or to reference existing records.