Find and review records in Cardinal Records
A starting path for the teammate keeping driver, fleet, and personnel documents easy to find and up to date.
Have these ready.
- Your organization has invited you into Records.
- You know whose profile or which equipment record you are reviewing and have the relevant files and dates.
Work through the basics.
Find the right profile
Open the Records member link below and locate the driver, fleet, or personnel profile you need. Check the identifying details before adding anything.
Review what is present
Look for missing documents or dates that require attention. A visible warning is a prompt to verify the source record with the responsible teammate.
Attach and check documents
Add records to the right profile using your organization’s process. Check that each file is legible, current, and associated with the right person or asset.
Track expiration work
Use recorded expiration dates to plan follow-up. Confirm replacements and dates from the source document before marking the task complete.
Retrieve with permission
Find the needed record and follow your organization’s access and sharing rules before sending it outside the team.
A dispatcher needs a current driver document: locate the driver profile, check the document and expiry date, and share it through the approved channel if your role permits.
Check this first.
- A profile is absent? Check spelling, organization, and your access scope.
- A document appears expired? Verify the date on the document and arrange an updated copy with the owner.