Required driver training
What the National Safety Code expects in a driver’s file, which items are law and which are good practice, and how to record a ticket against one from a phone.
Open any driver file and you will find a Required training panel listing what the National Safety Code expects of a driver in your operation, and where that one stands against it. Drivers see the same panel on their own file under Fleet → My driver file.
Two kinds of requirement, and the difference matters
Every item carries a badge. “Required” means a standard or regulation names it, and hovering the badge shows you the clause. “Safety program” means no NSC standard mandates a certificate for it — but a facility audit still looks for training records, and convictions in that area land on your carrier profile.
That distinction is deliberate. It is common to be told that cargo securement, weights and dimensions and hours of service training are all “required by NSC”. They are not, as certificates. Standard 10 (Cargo Securement) contains no training requirement at all; Standard 9 (Hours of Service) has no training-certificate clause; and weights and dimensions is not an NSC training standard — it appears only as a category of conviction recorded against a carrier. Those competencies are real and they are examined, as modules of the Standard 16 entry-level curriculum a Class 1 licence is issued on. They are worth tracking. They are just not the law, and an auditor who asks you where it says so deserves a straight answer.
NSC Standard 15 Appendix A section 3(a) itemises it: the driver’s name, date of birth and licence number; current licence class and status; a driver abstract issued within the last 12 months; other driving qualifications as applicable such as an air brake endorsement, a TDG certificate or an extended combination endorsement; all traffic and criminal driving convictions in the past 2 years; and all reportable accidents in the past 2 years. The Policy section adds hours of service records, supporting documents and training records, and requires that an abstract be obtained and reviewed before hiring.
Dangerous goods
Transportation of Dangerous Goods is the one training certificate a facility auditor is told outright to verify — Standard 15 says to “verify that valid Dangerous Goods Training Certificates have been issued as necessary”. The “as necessary” is why the carrier profile asks whether you haul dangerous goods. Say yes and TDG appears in every driver file; say no and it never does, because a permanent red mark nobody can clear teaches people to ignore the screen.
Adding a record from the panel
Every row has its own button. Press it and a window opens for that one requirement — already named, with the clause it comes from — and asks for the completion date, the certificate number, who ran it and a copy of the ticket. Take a photo with the phone in your hand or upload a file; a PDF is fine.
The expiry fills itself in from the renewal period that requirement is tracked on, so a dangerous goods certificate dated today is set three years out without anybody having to know that. Change it if the ticket says otherwise. Where a requirement has no fixed renewal period — an air brake endorsement lasts as long as the licence — no expiry is asked for at all.
The record is filed against the requirement it answers, which is what makes the row change. Adding the same certificate through Add a document instead leaves it in the file as a document nobody has connected to anything, and the panel goes on saying the requirement is missing.
A driver can add to their own file and nobody else’s. This is the point of the panel being on their screen too: the person holding the ticket is the one who can photograph it.
Where the training itself is recorded
Both places count. A licence, an abstract or a TDG certificate belongs in the driver file as a document. A course somebody sat belongs in the training system, where it can be assigned, scheduled and reported on with everybody else’s. The panel does not care which — a requirement is met or it is not, and nothing has to be entered twice.
Under Fleet → What’s Expiring you can add the applicable National Safety Code courses to your course list in one press, with the right renewal periods already set. Assign them to your drivers’ positions and they are tracked and renewed like any other course, and they appear on the training card.
A certificate that has been uploaded but not yet reviewed shows as awaiting review, not as complete. That is not pedantry: a facility audit is an audit of records somebody stands behind, and the review step is what most carriers have no record of.
A driver with no login still has a full file. Their training lives in the driver file rather than in the training system, and the panel works the same way.