COMPLIANCETMATE HELP

Fatigue Management “How To” guide:

1. Set Up

2. Create and Edit a Trip Plan

3. Print Out a Trip Plan

4. Record Actual Trip Information

1. Set Up

With a few simple steps ComplianceMate can be set up to make creating, printing, recording and reporting against all Fatigue Management information quick and easy.

There are 4 key areas that affect your ability to quickly create accurate and reliable Fatigue Trip Plans:

1. Fatigue Systems – (see Fatigue Schemes How To Guide)

2. Assigning Fatigue Systems - Assigning Fatigue Systems allows you to set up a default Fatigue System under which a particular driver or Contractor may operate. For a Driver simply select from the Employees option in the ComplianceMate File menu and edit the Fatigue Scheme found under the General tab. For a Contractor simply select from the Contractors option in the ComplianceMate File menu and edit the Fatigue Scheme found under the Accreditation tab.

   Tick the Training Complete where appropriate. From now on whenever the driver/contractor in question is selected in the Fatigue Trip Plan screen the Fatigue System will be auto filled accordingly.

3. Route Codes – (see Route Codes How To Guide)

4. Plan Codes – (see Plan Codes How To Guide)

2. Create and Edit a Trip Plan

Creating accurate and reliable Fatigue Trip Plans (FTP) quickly and easily is one of ComplianceMates major advantages. By choosing the Fatigue Trip Plan option under the Compliance Entry menu you can auto generate and edit Plans from existing Route/Plan Codes or create a new Plan from scratch. You can also enter Actual information from driver Work Diaries against an existing Plan.Most importantly, you can monitor your Planned and Actual information to check that it complies with the rules set out under the Fatigue System used by your driver/contractor.

There are 3 key elements that you will need in order to create an FTP:

1. Route/Plan Code - this will determine load and unload times, arrival and departure times and break times
   *you can choose not use a pre-determined Route or Plan Code in which case you can manually create a one off trip plan

2. Departure Time/Date – this will let ComplianceMate know when you wish to begin you trip. It is IMPORTANT to note that this NOT the time the driver begins working, it is the time the driver departs AFTER loading

3. Driver/Contractor – obviously you must assign a Driver/Contractor to undertake the trip in question. It is IMPORTANT to note that the driver/contractor you choose will determine which Fatigue System rules your plan will by judged under. ComplianceMate will take into account the driver/contractors Fatigue History when accessing the fatigue System rules.
   *you can choose to change the default Fatigue System but it is not recommended unless you are absolutely sure the driver/contractor is allowed to operate under the chosen system

Additional information such as Road Class, Vehicle Configuration, Vehicle and Trailers can be entered on here as well.Although this information may not be a direct requirement for FTP, including it will greatly assist you in 2 ways:

1. Compliance Reporting – (see Compliance Reporting How To Guide)

2. Linking – (see Linking How To Guide)

If you chose a Route or Plan Code your Trip Plan will automatically drop into the Arrivals,Breaks.  Load/Unload times Grid on the Planned tab. NOTE: that all the arrivals and departures are highlighted in blue and denoted as 'D' for Departure and 'A' for Arrival.

If you chose NOT to select a Route or Plan Code for your trip you will need to add 2 pieces of additional information before creating a manual Trip Plan (Save you initial information and use the Time Line to get access to the following information on the Planned Tab)

1. Distance

2. Ave. Klm’s Per Hour

ComplianceMate needs these details to determine how long your Trip is estimated to take (in Drive Time ie. NOT including breaks). This will give you an initial Departure and Arrival time to begin editing/creating your custom plan. You can tweak these numbers as you entered your plan information to make you ETA more accurate.

See format of the FTP entry below.

To edit a Trip Plan use the Time Line button on the top right of the Planned Tab (see Time Line How To Guide)

You can also right click on the Arrivals,Breaks, Load/Unload times Grid on the Planned tab and add/edit/delete Arrivals,Breaks.Load/Unload times.

You can check your FTP for Fatigue System Violations at any time during the planning process (see Check Violations 'How to' Guide)

3. Print a Trip Plan

Printing out a Fatigue Trip Plan (FTP) is a simple as clicking the Print Trip Plan button on the FTP screen.However, if you make a change to the FTP by right clicking on the Arrivals,Breaks.Load/Unload times Grid or altering the Distance/Ave Klm’s (in the case of a custom Trip Plan) be sure to go into edit mode and click the Update Trip Notes button to reflect the changes onto the printed FTP. It is IMPORTANT to note that if you do not click the Update Trip Notes button any changes you made will NOT be reflected on the FTP print out.

4. Record Actual Trip Plan Information

ComplianceMate allows you to record Actual Fatigue Trip Plan (FTP) information in detail by either duplicating and manipulating the Planned information or creating an entirely new set of entries.

If the Actual information obtained from a driver/contractor’s Work Diary is the same as or close to that of his original FTP simply click the Duplicate Plan button in the Actual tab of the FTP and the information from the Planned tab with be transported into the Actual tab verbatim.

If you need to modify the information or even create entirely new record entries under the Actual tab of the FTP screen simply use the Time Line button on the top right of the Actual Tab (see Time Line How To Guide)

You can also right click on the Arrivals, Breaks, Load/Unload times Grid and add/edit/delete Arrivals,Breaks.Load/Unload times .

You can check your FTP for Fatigue System Violations at any time during the data entry process (see Check Violations 'How to' Guide)

4.05 Linking 'How to' guide