Information to Prepare Before Setup
Gather these items before your first setup call to speed activation.
Company legal name and contact details
Basic organizational and contact information for setup records.
Designated Employer Representative (DER) contact
Primary DER contact for notices, communication, and workflow routing.
Current participant roster
Active participant list used for initial verification and random administration setup.
Program type and random cadence
Confirm DOT or workplace program type and quarterly or monthly cadence.
DOT agency coverage when applicable
Confirm agency scope such as FMCSA, FAA, FRA, FTA, PHMSA, or USCG.
Preferred communication contacts for notices and reporting
Identify who should receive notifications, instructions, and reporting updates.
Step 1: Program Scope and Roster Review
Setup starts by confirming program scope and reviewing roster data for accuracy before random administration begins.
- Program type alignment
- Roster verification
- Collection setup planning
Step 2: Activation and Communication Setup
Once setup is confirmed, communication and reporting channels are aligned so DERs know where to send and receive program updates.
- Notification workflow alignment
- Collection instruction flow
- Reporting contact confirmation
Step 3: Ongoing Administration
Active support includes random pool management, post-accident assistance, reporting after MRO verification, and recordkeeping workflows.
- Quarterly or monthly randoms
- 24/7 post-accident support
- Organized record packet delivery