A small fleet’s quarterly compliance review
A focused two-hour review can reveal missing records and repeated operating problems before they become roadside surprises.
Small carriers rarely have extra time for a broad audit, which makes a repeatable quarterly review valuable. The purpose is not to recreate a full investigation. It is to sample the records and processes most likely to create operating risk.
Begin with a current driver list and equipment list. Select a few active files and confirm licenses, medical information, required checks, maintenance status, inspections, and defect follow-up. Then compare assigned drivers and equipment with what dispatch and the ELD system show.
Review a small set of recent trips from beginning to end. Look at hours, documents, mileage, fuel, inspections, and settlement. The connection between systems often reveals more than reviewing any one file in isolation.
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Finish with owners and dates. Every gap should have one responsible person, one next action, and one due date. Keep the completed checklist so the next review can verify that corrective work stayed complete rather than temporarily disappearing.