Contents:

 

7.10 Managing Equipment Operators and Drivers in EZM Web

 

View Tutorial Video for Section 7.10 Here

 

In many instances, you will have to specify the operator of a piece of equipment or the driver of a vehicle in EZM Web.  Typically, this will be specified by means of a drop-down menu.  This drop-down menu will consist of only the equipment operators or drivers you have already entered into EZM Web.  Here we will explain how to enter equipment operators and drivers into EZM Web.

 

To get to the section of EZM Web where you enter equipment operators and drivers, click on the Operators & Drivers option under the Utilities and Lists drop-down menu on the left side of the screen:

 

7_027: Fig 7.10-1 – “Operators & Drivers” option under “Utilities and Lists” drop-down menu

 

Clicking on the Operators & Drivers option will take you to the following screen where you can enter your equipment operators and vehicle drivers:

 

7_041: Fig 7.10-2 – Screen at which you enter equipment operator and driver information

 

Near the top of this screen you’ll see the list of equipment operators and drivers you’ve entered so far:

 

7_044: Fig 7.10-3 – List of equipment operators and drivers entered so far into EZM Web

 

If you select an equipment operator or driver by clicking on its number in the Driver No column, the list of licenses and incidents for that driver or operator will display.  Here you can see the list of licenses for that operator or driver:

 

7_046: Fig 7.10-4 – List of equipment and/or vehicle licenses for an equipment or vehicle operator

 

And here is the list of incidents:

 

7_047: Fig 7.10-5 – List of incidents for an equipment or vehicle operator

 

We’ll explain how to perform the following actions at this screen:

 

o         Enter a new equipment operator or vehicle driver

o         Enter the vehicle or equipment operation licenses

o         Keep a record of driving or equipment operation incidents for a particular operator/driver

o         Print a list of expiring drivers’ licenses

 

7.10.1 Entering New Equipment Operators and Drivers

 

To enter a new equipment operator, first click on the New Record tab immediately above the list of drivers:

 

7_042: Fig 7.10.1-1 – “New Record” tab

Clicking on the New Record tab will open up the following form where you can enter the information for the new driver or equipment operator:

 

7_043: Fig 7.10.1-2 – Form where you enter a new equipment or vehicle operator

 

Fields marked with a red asterisk are required fields and must be filled in before you can save the new operator or driver.  First, enter an equipment operator or driver number into the Operator/Driver # field.  This number is used to uniquely identify the operator or driver in EZM Web, therefore no other driver or operator may have the same number.  The rest of the fields are self-explanatory.

 

Once you have filled in all of the information for the operator or driver, click on the SAVE button to add it to the list of operators and drivers.  If you have changed your mind and do not want to enter the operator or driver, then click on the CANCEL button instead.

 

7.10.2 Entering Equipment Operation and Vehicle Licenses

 

To enter equipment operation and vehicle licenses or operators or drivers, use the Add/Edit License box on the right side of the screen:

 

7_045: Fig 7.10.2-1 – Form where you enter a new equipment or vehicle license

 

First, select the operator or driver number from the Operator/Driver No. drop-down box to specify to whom this license belongs.  Then type in the number of the license in the License No box and the name of the license (for example, “Class C”) in the License Name box.  Select the Expiration Date and select the State and Country in which the license was issued.  Once you have entered all of the data for the license, then click on the SAVE button in the lower right-hand corner of the Add/Edit License box.  The license will then be added to the list of those for the operator or driver you selected.

 

You can also edit existing licenses as well.  In the list of licenses, locate the    button corresponding with the license you want to edit under the Edit column and click on it.  The Add/Edit License box will fill in with all of the information about that license.  Edit any of the information and then click on the SAVE button to save your changes.

 

To delete a license, locate the license you want to delete in the list of licenses and find the    button that corresponds with that license.  Clicking on that button will delete the license.

 

Clicking on the    button for a license will print a report showing all of the details for that license.

 

7.10.3 Recording Equipment Operation and Vehicle Incidents

 

To add equipment operation or vehicle incidents to the record of an equipment or vehicle operator, use the Add/Edit Incident box on the right side of the screen:

 

7_048: Fig 7.10.3-1 – Form where you enter a new incident for an equipment or vehicle operator

 

First, select the operator or driver who was involved in the incident you are recording from the Operator/Driver No. drop-down box.  Then choose a number which you want to use to identify the incident and type it into the Incident No box.  Select the Incident Date, specify what type of incident it was in the Type box, and type any additional notes in the Notes box.  Once you have entered all of the data for the incident, then click on the SAVE button in the lower right-hand corner of the Add/Edit Incident box.  The incident will then be added to the list of those for the operator or driver you selected.

 

You can also edit existing incidents as well.  In the list of incidents, locate the    button corresponding with the incident you want to edit under the Edit column and click on it.  The Add/Edit Incident box will fill in with all of the information about that incident.  Edit any of the information and then click on the SAVE button to save your changes.

 

To delete an incident, locate the incident you want to delete in the list of incidents and find the    button that corresponds with that incident.  Clicking on that button will delete the incident.

 

7.10.4 Printing All Expiring Drivers’ Licenses

 

You can also print a report that shows all of the licenses that are to expire in a given number of days.  To use this feature, click on the yellow DRIVER’S LICENSE REPORT button at the lower-right corner of the screen:

 

7_052: Fig 7.10.4-1 – “DRIVER’S LICENSE REPORT” button

 

After clicking on the DRIVER’S LICENSE REPORT button, a small window will pop up.  Since this report shows you all of the licenses that are to expire in a given number of days, you enter that number here:

 

7_053: Fig 7.10.4-2 – Entering lead time

 

After entering the number of days, click on the OK button to print the report, or click on the CANCEL button if you have changed your mind and do not want to print the report.