Companies

Company name

Active
email@company.com00000 000 000
Latest update request
No update request has been generated yet.
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Company overview

Primary contact

Primary contact
Not assigned

Requests & activity

Last update request
No requests yet
Last activity
No recent activity
Company profile

Company workspace ready

Linked contacts, drivers, vehicles, compliance actions, update requests and audit activity will be grouped in this workspace.

Current
No additional overview items yet Linked records and company activity will appear here once they are available.

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.

Company drivers

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.

Fleet and vehicles

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.

Company documents

Documents: Not loaded
Documents are not connected yet

This tab will show the company's documents when its data connection is enabled.

Company compliance

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.

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.

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.

Company audit trail

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.

Driver medical renewal

Record the completed medical and confirmed next due date.

Driver
Not selected
Company
Not selected
Date of birth
Not recorded
Current medical due date
Not recorded

Recording is not connected yet. No changes will be saved.

Track the renewal, not medical information

The normal lorry/bus medical-renewal schedule is at 45, every five years to 65, then annually. First applications or individual restrictions can require earlier checks. Keep the actual due date where it differs.

GB guidance ↗ · Northern Ireland guidance ↗

Update medical renewal

Medical renewal details

Enter the actual next due date. An overdue date is never moved forward automatically.

No medical reports or diagnoses

Do not upload medical reports here. Keep any evidence you need securely in your organisation’s approved storage outside Helm. A recorded medical does not by itself confirm licence entitlement or fitness to drive.

Driving licence and entitlement

Review the licence for the work this driver will undertake.

Driver
Not selected
Company
Not selected
Current licence expiry
Not recorded
Recorded review status
Not yet recorded

Recording this item is not connected yet. No changes will be saved until the Wized request is wired.

Check entitlement, not just the photocard

Confirm the correct vehicle categories, restrictions and entitlement expiry for the planned work. A renewed photocard is not proof that every vocational entitlement is current. Use the separate licence-check drawer for a DVLA/DVA record check. Do not infer permission to drive from a future date alone.

Check licence information ↗Northern Ireland licence checks ↗

Update this item

A saved review does not itself confirm driving clearance. Pending or incomplete checks stay outstanding; actual renewal and follow-up dates are validated by the backend.

Keep supporting evidence outside Helm

Keep any required check evidence securely in your organisation’s approved storage outside Helm. No licence scans or check codes are uploaded here.

Required when recording a completed check. The backend validates the declaration, applicability and dates.

Driver CPC

Review the qualification, expiry or a specific exemption.

Driver
Not selected
Company
Not selected
Current CPC expiry
Not recorded
Recorded review status
Not yet recorded

Recording this item is not connected yet. No changes will be saved until the Wized request is wired.

Confirm which CPC the work requires

Professional lorry/bus drivers generally need Driver CPC and 35 hours of periodic training every five years. National Driver CPC covers UK driving; International Driver CPC covers UK and EU driving. Check the qualification/card and actual validity dates. A course booking or attendance alone is not confirmation of a renewed qualification. Record a specific exemption reason where one applies.

Driver CPC training and validity ↗CPC exemptions ↗

Update this item

A saved review does not itself confirm driving clearance. Pending or incomplete checks stay outstanding; actual renewal and follow-up dates are validated by the backend.

Keep supporting evidence outside Helm

Keep any required qualification evidence in your organisation’s approved storage outside Helm. Do not upload qualification cards in this workflow.

Required when recording a completed check. The backend validates the declaration, applicability and dates.

Right to work

Record the prescribed check and any required follow-up.

Driver
Not selected
Company
Not selected
Current follow-up due date
Not recorded
Recorded review status
Not yet recorded

Recording this item is not connected yet. No changes will be saved until the Wized request is wired.

A declaration does not replace a right-to-work check

Check the person’s right to do the proposed work before employment, using the appropriate Home Office online, manual, certified identity-provider or Employer Checking Service route. Verify the person matches the evidence and any work restrictions. Set a follow-up date where their permission or verification requires one. Keep the prescribed evidence securely for employment and two years afterwards; a Helm audit entry alone does not establish a statutory excuse.

Employer right-to-work guidance ↗Use the employer share-code service ↗

Update this item

Only confirm this when supported by the prescribed check. Do not assume it from a passport expiry date.

A saved review does not itself confirm driving clearance. Pending or incomplete checks stay outstanding; actual renewal and follow-up dates are validated by the backend.

Keep supporting evidence outside Helm

Do not enter share codes, immigration documents or identity-document numbers here. Store the prescribed dated check evidence securely outside Helm. The manager declaration does not replace it.

Required when recording a completed check. The backend validates the declaration, applicability and dates.

Passport / travel document

Update verified travel-document dates where relevant.

Driver
Not selected
Company
Not selected
Current passport expiry
Not recorded
Recorded review status
Not yet recorded

Recording this item is not connected yet. No changes will be saved until the Wized request is wired.

Passport expiry is not driving or work clearance

Only track a passport where it is relevant to this driver’s work. Verify the actual issue and expiry dates. International journeys may have destination-specific validity and visa requirements, so a future passport expiry alone does not confirm travel eligibility. A passport reminder is separate from the prescribed right-to-work check; do not automatically revoke or confirm work permission when it expires.

Passport renewal guidance ↗Check destination entry requirements ↗

Update this item

A saved review does not itself confirm driving clearance. Pending or incomplete checks stay outstanding; actual renewal and follow-up dates are validated by the backend.

Keep supporting evidence outside Helm

Do not enter a passport number or upload a passport scan here. Retain any required supporting evidence securely outside Helm.

Required when recording a completed check. The backend validates the declaration, applicability and dates.

Driver licence check

Request a code, complete the check and record your declaration.

Driver
Not selected
Company
Not selected
Last check
Not recorded
Current next check due
Not recorded

Recording is not connected yet. No changes will be saved.

Request a check codeDraft an email for the driver to reply to

Use your own email application. Ask the driver to reply directly with their code.

Draft email
View email template

      
Opening a draft does not send an email. Helm cannot confirm delivery.

      

      

    

    

      
Check on GOV.UK

      
When the driver replies, use their code and the last eight characters of their licence number on the official service.

      Open DVLA check
      
For licences issued in England, Scotland or Wales: obtain the driver’s permission; a DVLA check code is valid for 21 days and can only be used once. Opening GOV.UK does not record a completed check.
For Northern Ireland licences, ask the driver to use the DVA sharing service instead of the GB email-template link. Open Northern Ireland guidance ↗

    

    

      
Record the check
Record the check you performed, not a change to the licence expiry date.

      
Licence check details
        

          
          
          
        

        
        
No documents or check codes stored here
Where supporting evidence needs to be retained, save it securely in your organisation’s approved storage outside Helm. There is no upload option in this workflow.

        
        
Helm records your declaration—not independent verification by DVLA or confirmation that evidence was saved elsewhere.

      

      

    

    
Check activity
Saved activity links each check to its record changes. It does not rely on matching timestamps.
Check history has not been loaded.
    
  
    
  
  
    


  
    
    
    
    Tachograph card expiry
    Record a renewal application or update the new card’s expiry.
    
    
  
    
  
    
    
    
      
    Driver
    Not selected
    
      
    Company
    Not selected
    
      
    Current card expiry
    Not recorded
    
      
    Renewal application recorded
    Not recorded
    
    
    
    
    Recording is not connected yet. No changes will be saved.
    
    
    Apply at least 15 working days before expiry
    Recording an application does not extend the card’s validity. Keep the existing expiry until the new card is received.
    GB renewal guidance ↗ · Northern Ireland guidance ↗
    
    
    
      
    Update this item
    
      
    Tachograph card update
        
        
        
        
    This records an application already submitted to the issuing authority—not a reminder sent to the driver. The current expiry and any overdue status remain unchanged.
    
        
      
    
      
    
    
    
  
    
  
  
    


    

 
    Company details
    Linked record details
    
 
    Company
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    Section
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    Record
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    Status
    Not recorded
    
 
    
 
    Record summary
    Select a record to view its details.
    This is the information currently loaded on the company page. Viewing it does not update or resolve the record.
    
 
    
 
    

 
    Cancel update request?
    Review the current request before cancelling its secure link.
    
 
    Current request
    Request details have not loaded.
    What happens next
    The recipient will no longer be able to use this update link. Saved company details will remain unchanged.
    Cancellation is not connected yet. The request has not been changed.
    
 
    
    

    


























    
  
    
    
    
  
    

    





    Linked record
    Record details