Lesson 2A — ATS2 Basics

ATS2 Basics

This lesson covers the minimum you need to operate the board in ATS2: applicant cards, the stages they move through, how to move a card, and how to write a note.

ATS2 is where your work becomes visible. The job is to move the right driver, honestly, before momentum dies — and the board is how you keep that momentum in front of you and prove the work you did.

The board

When you open ATS2, you see a board. The board is made of columns. Each column is a stage. Each driver you are working shows up as a card.

Reading left to right, a card moves from a new applicant toward a driver who is ready for the carrier. Your job is to move the right cards forward and to keep every card honest about where it really stands.

[Screenshot: the ATS2 board with its stage columns labeled — to be inserted.]

An applicant card

Each card stands for one driver. The card shows the driver's name, contact information, and where they are in the process. Open the card and you see the full record: the application, the resume if there is one, the carrier the driver is being worked for, and the notes you and others have written.

[Screenshot: a single applicant card opened, with its sections labeled — to be inserted.]

The stages

The first stage is New. A driver who just came in sits in New until someone works them. A driver left sitting in New is the clearest sign that momentum is dying — that driver is going cold while no one has called.

From New, you move a card forward as you do the work: you have made contact, you have screened the driver, the driver is qualified, the driver has been sent to the carrier for review. The exact stage names are shown on your board.

The rule is simple. A card should always sit in the stage that tells the truth about where the driver really is. Do not advance a card just to make the board look busy. Do not leave a card behind once the work is done.

Moving a card

To move a card, drag it from its current column to the next one, or open the card and change its stage. Move it when the real-world thing has happened — not before, not long after.

Every move should match something real: a call that connected, a screen that passed, a driver sent forward. The board is a record other people trust, including your supervisor.

Writing a note

A note is how you record what happened. Open the card and add a note every time you have a real contact or a real change.

A good note is short and factual: who you reached, what was said, and what happens next. "Called, no answer, left voicemail, will retry tomorrow morning" is a good note. "Talked to driver" is not — it does not say what was decided or what comes next.

If it is not written down in ATS2, ProHRHQ cannot prove what happened, who made contact first, or why the driver moved forward. The note protects the driver, protects you, and protects the carrier relationship.

Exercise

In the practice board, take one practice card and move it through two stages — for example, from New to contacted, then to screened. As you move it, add one note that says what happened and what comes next. Your supervisor will look for a card sitting in the right stage with a clear, factual note attached.

The short version

ATS2 shows a board of columns, and each column is a stage. Each driver is a card. New is where drivers wait to be worked — do not let them sit. Move a card forward only when something real has happened, and keep every card in the stage that tells the truth. Write a short, factual note on every real contact: who, what, and what's next. If it isn't in ATS2, it didn't happen.