Driver name

Active

View driver details, linked company information, compliance records, update requests and audit activity.

Company namedriver@email.com00000 000 000DR-001

Driver checks

Checklist status is not connected yet. Review the recorded details in Compliance.

Driving clearance not confirmed
Latest update request
No update request has been generated yet.
Open request

Driver record

Profile and contact

First name
Not set
Last name
Not set
Full name
Not set
Date of birth
Not recorded
Email
Not set
Phone
Not set
Status
Not set
Driver number
Not set
Employee number
Not set
Driver type
Not set

Home address

Address line 1
Not set
Address line 2
Not set
City or town
Not set
County
Not set
Postcode
Not set
Country
Not set
Full address
Not set

Company and employment

Company
Not linked
Employment status
Not set
Start date
Not set
End date
Not set
Record created
Not set
Last updated
Not set

Emergency contact and notes

Contact name
Not set
Contact phone
Not set
Relationship
Not set
Internal notes
No notes recorded.
Driver profile

Driver record ready

Profile details, contact information, employment status and linked driver activity are grouped in this record.

Current
No additional overview activity yetWhen linked driver activity is added, it will appear here.

Driver compliance

Licence number
Not set
Licence expiry
Not set
Driver CPC expiry
Not set
Driver card expiry
Not set
Medical expiry
Not set
Right to work expiry
Not set
Passport expiry
Not set
Last licence check
Not set
Next licence check
Not set
Compliance item

Driver compliance profile

Expiry dates, risk status, linked evidence and licence-check history are shown above.

Clear
No additional compliance activity yetLinked compliance evidence and activity will appear here.

Open actions

Total open
0
Overdue
0
Critical
0
Documents
0
Open action

No urgent action selected

Overdue checks, missing documents and follow-up actions can be shown here.

Waiting
No open actions yetOpen actions linked to this driver will appear here.

Driver incidents

Total
0
Open
0
Serious
0
Corrective actions
0
Incident

No incident selected

Incident reports, causes, actions taken and corrective actions will appear here.

Waiting
No incidents yetIncidents linked to this driver will appear here.

Driver documents

Document

No document selected

Uploaded driver documents and evidence will appear here once linked.

Waiting
No documents yetDocuments linked to this driver will appear here.

Driver infringements

Total
0
Open
0
Repeat
0
Highest severity
Not set
Infringement

No infringement selected

Infringement details, action taken and follow-up review status will appear here.

Waiting
No infringements yetInfringements linked to this driver will appear here.

Walkaround checks

Total
0
Passed
0
Unsafe
0
Defects
0
Walkaround check

No walkaround selected

Walkaround check results, defects and linked vehicle information will appear here.

Waiting
No walkaround checks yetWalkaround checks linked to this driver will appear here.

Driver defects

Total
0
Open
0
Off road
0
Overdue repairs
0
Defect

No defect selected

Reported defects, repair status and VOR notes will appear here.

Waiting
No defects yetDefects linked to this driver will appear here.

Assigned vehicles

Vehicle

No vehicle selected

Assigned vehicles, registration details and linked vehicle activity will appear here.

Waiting
No vehicles yetVehicles linked to this driver will appear here.

Maintenance records

Maintenance

No maintenance selected

Maintenance jobs, service activity and linked vehicle records will appear here.

Waiting
No maintenance records yetMaintenance records linked to this driver will appear here.

Driver welfare

Welfare log

No welfare log selected

Welfare conversations, support notes and follow-up actions will appear here.

Waiting
No welfare logs yetWelfare logs linked to this driver will appear here.

Driver tasks

Task

No task selected

Driver tasks, due dates, priorities and completion status will appear here.

Waiting
No tasks yetTasks linked to this driver will appear here.

Driver update requests

Update request

No active request selected

Send a request when you need the driver to confirm or update their details.

Not sent
No update requests yetUpdate requests linked to this driver will appear here.

Driver policies

Assigned
0
Pending
0
Acknowledged
0
Overdue
0
Policy

No policy selected

Policies assigned to this driver will appear here.

Waiting
No policies yetPolicies linked to this driver will appear here.

Driver activity

Activity event

No recent activity

Recent driver activity will appear here.

Waiting
No activity yetActivity linked to this driver will appear here.

Linked driver records

Linked record

No linked record selected

Linked records will appear here once connected to this driver.

Waiting
No linked records yetLinked records connected to this driver will appear here.

Driver audit log

Audit events
0
Critical
0
Open actions
0
Last activity
Not set
Audit event

No recent audit activity

Changes and activity linked to this driver will appear here.

Waiting
No audit events yetAudit events will appear here once changes are recorded.

Driver notes

Note

No note selected

Notes linked to this driver will appear here.

Waiting
No notes yetNotes linked to this driver will appear here.

Record a driver check

Update one check without editing the driver profile.

Check recording needs Wized wiring. No check changes can be saved from this form yet.

A request, future expiry date or saved profile is not a completed check. Do not enter check codes, diagnoses or medical reports here. Where evidence must be retained, keep it in your organisation’s approved storage outside Helm.

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.
    
        
      
    
      
    
    
    
  
    
  
  
    
 
    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.
    
 
    
 
    
 

    

    


    

    







    

























    
  
    
    
    
  
    

    




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