Safety Assistant

Process and Categories Base

Manage the process categories and the process definitions available to administrators.

Process Categories

Create the categories used to organize processes, such as IRP, IFTA, or Driver Qualification.

New category

Name
Compliance
Corporate SOS
HUT
IFTA
IRP

Processes

Create and manage the process definitions available to Safety Managers.

Basic Process Information

Define the process, the guidance shown to the Safety Manager, and the agency details. New processes remain drafts until they are configured and published.

Draft
Process identity

Choose State to select one of the 50 states, or Federal for a nationwide process.

Shown in process lists and summaries. The full standardized description is configured in the next section.
Safety Manager guidance
Shown to the Safety Manager as the first step when they open a case.
The Safety Manager can use this message when contacting the customer.
Processing details Optional

Status: Draft. The process becomes Active only after Preview and Publish.
CategoryProcessScope
Compliance Annual Carrier Profile Review federal configure →
Compliance PrePass Order & Account Registration federal configure →
Corporate SOS LLC Registration state configure →
HUT HUT-OR Trip Permit state configure →
IFTA New IFTA License Registration state configure →
IRP Add Vehicle to Existing IRP Fleet state configure →
IRP AddVehicle to Existing IRP Fleet state configure →
IRP New IRP Account state configure →