Drivers and subcontractors

In the Drivers and subcontractors settings, you define the contact information for everyone who can be responsible for carrying out the treatment plan and who will receive treatment plan messages.

Add all drivers within your organization. This will create a dropdown menu listing all possible drivers and recipients.

  1. Add internal drivers and contractors by entering their details and assigning them to specific routes. Drivers and contractors receive an email for each route.
  2. If your operations Decision flow requires acknowledgment, the message will include an acknowledge button. You can track the status in the All plans view.
  3. All added drivers appear in the list below, where you can edit or delete them as needed.

When creating treatment plans, you can select the appropriate driver from this list. Drivers and contractors will only receive treatment details for the routes or groups they are responsible for.