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Company profile
Company workspace ready
Linked contacts, drivers, vehicles, compliance actions, update requests and audit activity will be grouped in this workspace.
Company workspace
Company name
ActiveView every contact, driver, vehicle, update request and audit event linked to this company.
email@company.com00000 000 000
Latest update request
No update request has been generated yet.
Contacts
0
Drivers
0
Vehicles
0
Open requests
0
Overview
Company overview
A clean summary of the company record, primary contact, latest request and recent activity.
Primary contact
Not assigned
Last update request
No requests yet
Last activity
No recent activity
No additional overview items yet Linked records and company activity will appear here once they are available.
Contacts
Company contacts
Linked contact
No contact selected yet
Contacts connected to this company will appear here with role, email, phone and update-request actions.
Contact
No linked contacts yet Contacts connected to this company will appear here automatically.
Drivers
Company drivers
Driver records, secure update requests, licence expiry dates, CPC records and uploaded evidence linked to this company.
Linked driver
No driver selected yet
Driver records, secure update requests, licence expiry dates, CPC records and uploaded evidence linked to this company will appear here.
Driver
No drivers linked yet Drivers, expiry tracking and driver action requests will be managed from this tab.
Vehicles
Fleet and vehicles
Vehicles, trailers, inspections, MOT, servicing, defects and VOR status linked to this company.
Linked vehicle
No vehicle selected yet
Vehicle records, trailers, inspections, MOT, servicing, defects and VOR status linked to this company will appear here.
Vehicle
No vehicles linked yet Vehicle records, maintenance items and inspection history will appear here.
Compliance
Compliance command centre
Track overdue, upcoming and completed compliance actions across drivers, vehicles and documents.
Critical
0
Due soon
0
Clear
0
Compliance item
No compliance item selected yet
Licence checks, CPC, tachograph cards, vehicle MOT, insurance and tracked documents can be grouped here.
Compliance
Compliance records will appear here Licence checks, CPC, tachograph cards, vehicle MOT, insurance and tracked documents can be grouped here.
Update requests
Secure request history
Update request
No update request selected yet
Single-use update requests for contacts, drivers, vehicles and documents will appear here once created.
Request
No update requests yet Single-use update requests for contacts, drivers and documents will appear here.
Notes
Internal notes
Internal note
No note selected yet
Internal notes and company activity will appear here once added to the record.
Note
No notes yet Notes and internal activity will appear here once added.
Audit log
Company audit trail
Every important change, request, upload and action will be recorded here.
Audit event
No audit event selected yet
Created, updated, deleted, requested and approved actions for this company workspace will be shown here.
Audit
No audit events yet Created, updated, deleted, requested and approved actions will be shown here.
Update form
Update company record
Update the company’s core details, address, status and internal notes.
Request update
Request company update
Send a secure update link to collect missing or outdated company information.
Audit Mode
Export company records
Choose what to include in the audit export for this company. This is designed for compliance checks, handovers and internal reviews.