Verify documents a driver uploaded

How-to guide Who can do this: Tenant Admin, Tenant Supervisor

When a driver uploads a document, such as a driving licence or a vehicle registration, and confirms the fields read from it, the document waits in the Review Queue for a supervisor. Check it against the uploaded pages, then verify it, correct and verify it, or reject it.

Before you start#

• Role: Tenant Admin or Tenant Supervisor, the roles that can work the review queue.
• Where: Review Queue › Documents in the web portal sidebar.
• What arrives: documents whose fields the driver has confirmed in the Driver App after upload. How the fields are read is on Document field extraction.

Steps#

1. Open Documents. Each row shows Type, Owner, Vehicle, Uploaded, Expires and Extraction; the list is sorted by expiry date. A vehicle document whose plate matched one of the driver's assigned vehicles is attached to that vehicle and shows it under Vehicle.
2. To focus, filter by Document type (enter the exact type code, as in the example the box shows) or Urgency (Expiring soon: within 30 days; Expired), then click Filter.
3. Click Review on a document. Document Review shows the Uploaded Pages and the Extracted Fields. Value is what the driver confirmed; Confidence is how sure the automatic reading was, and does not change when the driver edits a value.
4. For a vehicle registration or insurance, compare the plate on the uploaded page with the vehicle yourself. A Plate mismatch detected: warning means the plate first read from the document matched none of the driver's assigned vehicles; it is not re-checked after the driver edits the plate.
5. Compare each field with the pages, then under Review Actions choose one:
   • Verify Document and confirm Verify this document? when everything is right. You see Document verified successfully.
   • Edit Fields and Verify when a value is wrong: correct the values (Edit extracted field values below before verifying.) and click Save and Verify. You see Document reviewed and verified. The corrected values are saved with the document. This is offered only when the document has extracted fields.
   • Reject Document when the document is unusable: enter a Rejection reason and click Confirm Rejection. You see Document rejected.

What happens next#

• Verified: the document becomes verified and leaves the queue.
• Rejected: the document becomes rejected and its uploaded pages are removed; the document record is kept, with your reason.
• The driver is told of the decision on documents held on their driver record: on verification, and on rejection with your reason and a link to upload it again.
• Your decision is recorded in the audit log with your name.
• If the driver confirms the document's fields again later, it comes back to the queue.

Rules and limits#

• Your company only. You see only your company's documents.
• First decision wins. If another reviewer has already decided the document, your action is refused.
• A reason is required to reject.
• Export. Export to Excel downloads the filtered list, up to 5,000 rows; narrow the filters to export the rest.

If something goes wrong#

Related#

• Review queue
• Document field extraction
• Manage vehicle and driver documents