back to basics - j. j. keller's encompass® · pdf fileback to basics in driver...

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1 Back to Basics in Driver Management Online Tory Much Sr. Client Services Specialist I have been with JJ Keller for 3 years in the Technology Solutions area. My main job function is to support DMO clients during implementation, as well as answer questions and respond to issues. Prior to JJ Keller I worked as a Freight Broker for a local warehousing company. With J. J. Keller for nearly 3 years in the Editorial Resource Area. Develops, writes, and edits publications and websites concerned with motor carrier safety, compliance, and operations. 25 years of transportation industry experience. Thomas Bray Editor-Transportation Management

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Page 1: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

1

Back to Basics

in Driver Management Online

Tory Much

Sr. Client Services Specialist

• I have been with JJ Keller for 3 years in the Technology Solutions area.

• My main job function is to support DMO clients during implementation, as well as answer questions and respond to issues.

• Prior to JJ Keller I worked as a Freight Broker for a local warehousing company.

• With J. J. Keller for nearly 3 years in the Editorial Resource

Area.

• Develops, writes, and edits publications and websites

concerned with motor carrier safety, compliance, and

operations.

• 25 years of transportation industry experience.

Thomas Bray

Editor-Transportation Management

Page 2: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Today’s PresentationEmployee Tab

• Add an Employee• Inactivate a Driver

• Terminate a Driver• Set up Custom Views

• Generate Reports and Forms

DQ Tab

• Regulation (391.51)• Updating Prequalification and Maintenance Checklists

• Reports and Forms

Training Tab

• Updating the Training Checklist

• Reports and Forms

Adding An Employee to DMO

Page 3: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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The employee code MUST be unique otherwise I will not be able to save my entry.

It is only used when an employee is on temporary leave, (e.g. medical, military, or layoff).

Page 4: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 5: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 6: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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How to Inactivate a Driver

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Page 8: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 9: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 10: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Terminating a Driver

Page 11: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Custom Views

Page 12: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 13: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 14: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Employee Reports and Forms

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Page 16: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Driver's Qualification (DQ) File §391.51

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Page 18: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 19: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Reports and Forms

#3

#1

#2

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Training Files

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Page 22: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Page 23: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Training Reports

Logging Into DMO

Page 24: Back to Basics - J. J. Keller's Encompass® · PDF fileBack to Basics in Driver Management ... • I have been with JJ Keller for 3 years in the Technology ... Today’s Presentation

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Recap of Today’s Webinar

Employee Tab

•Adding a driver•Inactivating a driver

•Terminating a driver•Custom views

DQ Tab

•Regulation (391.51)

•Update Checklists•Multiple Forms

Training Tab

•Update Checklists

Reports & Forms•Employee Reports

•DQ Reports and Forms•Training Reports

Questions

THANK YOU

FOR JOINING US FOR

The Back to Basics DMO Webinar

If you have additional questions call

800-327-1342, ext. 8203

or email [email protected]