SCOPE data checklist
SCOPE works like the demo to the extent the data exists. For each line, tick what you have, name the system, and say whether it can send us a file on a schedule or only once; we plan the rest together.
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| Data | What it powers | Usually lives in | If you don't have it | Have it? | Your system / owner |
|---|---|---|---|---|---|
| 1. Needed to go liveWithout these, nothing works. | |||||
| People, sites, who reports to whom | Logins, who sees what (by job title and site), escalations, sign-offs, leavers removed | HR / payroll (ADP, Paylocity, UKG) | Required | ||
| Sign-in accounts | Office staff sign in with their work account; drivers use a PIN or badge on shared tablets | IT (Microsoft 365, Google Workspace, Okta), badge system | Required for office staff; drivers can be set up with PINs | ||
| Fleet list | DVIR truck picker, vehicle records, which site each truck belongs to | Fleet / maintenance system, spreadsheet | Required | ||
| Certifications each job requires | Qualification file per person | Safety policy (we set it up together) | Required | ||
| 2. Makes it work like the demoFrom your existing systems. Each one is optional; here is what is missing without it. | |||||
| Licenses, med cards, certs + expiry dates | Expiry alerts, qualification file, DVIR license check | Driver files (often paper), J.J. Keller, Tenstreet | No expiry alerts until entered | ||
| Copies of licenses and med cards | Documents in the qualification file, kept three years after a driver leaves | Paper driver files, scans, J.J. Keller, Tenstreet | Uploaded as each one is renewed | ||
| License each vehicle type needs | DVIR blocks an unlicensed driver | Rarely written down (we set it up together) | DVIR does not check license class | ||
| Training courses + completions | Overdue training, course assignment | Training system / LMS (KPA, Vector) | Training tracking starts at go-live | ||
| Incident history | Trends, TRIR / DART, lost-time, cost | Safety software (VelocityEHS), OSHA logs, spreadsheets | Trends and rates start at go-live | ||
| Incident types and root-cause categories | How incidents are classified, so history and new reports line up | Safety software, OSHA 300 practice, safety manager | We use SCOPE's standard list | ||
| Hours worked | Incident rates (TRIR, DART) | Payroll / timekeeping | Rates use an assumed 2,000 hrs/person | ||
| Telematics / camera events | Driving risk on the watchlist, corrective actions from driving events | Lytx, Samsara, Netradyne | Watchlist without driving signals | ||
| Vehicle repairs and downtime | Out-of-service time, fleet downtime | Fleet maintenance (Fleetio, TMT, Dossier) | Downtime counted only from DVIR holds in SCOPE | ||
| Routes + daily route results | Driver's route and hours on home screen, route dashboards, measured hours for rates | Routing / dispatch (Routeware, AMCS) | No route on driver home; no route dashboards | ||
| Customers and services | Top customers, revenue by line of business | Billing system (Soft-Pak, AMCS, Navusoft) | Customer pages are empty | ||
| Revenue, cost, receivables, labor | COFI financial dashboards (P&L, receivables, labor) | Billing / accounting system | Financial dashboards are empty | ||
| Safety and operating targets | Goal lines on the dashboards | Annual plan, leadership | Industry bands only, no goal lines | ||
| Safety rule book | Checklist items link to the policy | Word or PDF manual | No policy links | ||
| Incoming API access | Your systems send SCOPE their changes automatically (new hires, leavers, trucks, telematics events) instead of someone exporting a file | Each system's vendor or admin issues the API key or webhook (ADP, Samsara, Lytx, Fleetio); IT approves | Scheduled file exports (SFTP or email) instead, updated as often as they are sent | ||
| 3. SCOPE captures it from day oneWorks on day one. Bring any history you have so trends start sooner. | |||||
| Vehicle inspections (DVIR) | DVIR completion, defects, repairs | Paper, or Samsara / Zonar | Starts empty, fills with use | ||
| Incident reports + investigations | Incident queue, root cause, sign-off | Paper, email, safety software | Starts empty, fills with use | ||
| Safety observations | Leading indicators, coaching | Paper cards, or not captured | Starts empty, fills with use | ||
| Corrective actions + tasks | Overdue actions, follow-through | Email, spreadsheets | Starts empty, fills with use | ||