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Templates / Driving instructors

Licence checks, lesson terms and car papers, before the first lesson.

Learners forget licence details and instructors let paperwork slip, so you chase both between lessons until it is in. Docsroom sends each person a link for their phone and keeps a dated record of what came in.

7 templates74 requestsWritten for driving instructors

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Seven templates for driving instructors

Open a template to see every request in the order it is asked, and watch it written in and answered.

New learner starter checklistfor new learners · before the first lesson12 requests12 requests
New learner starter checklistJack Holmes · manual lessons9 of 12 back
  • About you
  • FormLearner details8 questionsAssigned to JHJack Holmes, learnerFrom Rachelin 2 daysComplete
  • QuestionPick-up addresshome, work or collegeAssigned to JHJack Holmes, learnerFrom Rachelin 2 daysComplete
  • QuestionEmergency contactname and numberAssigned to JHJack Holmes, learnerFrom Rachelin 3 daysReady to check
  • Your licence and driving
  • UploadProvisional licencephotocard, front and backAssigned to JHJack Holmes, learnerFrom Rachelin 2 days2 files sent
  • FormEyesight and health4 questionsAssigned to JHJack Holmes, learnerFrom Rachelin 3 daysComplete
  • QuestionDriving experience so farhours, and with whomAssigned to JHJack Holmes, learnerFrom Rachelin 3 daysAwaiting reply
  • Your lessons
  • DecisionCar for lessonsmanual or automaticAssigned to JHJack Holmes, learnerFrom Rachelin 3 daysReminder sent
  • DecisionLesson lengthone hour or two hoursAssigned to JHJack Holmes, learnerFrom Rachelin 4 daysComplete
  • TableDays and times you are freeday, from and untilAssigned to JHJack Holmes, learnerFrom Rachelin 4 daysReady to check
  • Terms
  • ApprovalLesson termsread and approveAssigned to JHJack Holmes, learnerFrom Rachelin 5 daysReady to check
  • ApprovalCancellation and no showsread and approveAssigned to JHJack Holmes, learnerFrom Rachelin 5 daysComplete
  • ApprovalParent consent for under 18sonly if you are 17Assigned to SHSandra Holmes, parentFrom Rachelin 5 daysAwaiting reply
Instructor starter checklistfor new instructors · before their first pupil12 requests12 requests
Instructor starter checklistGareth Lloyd · approved instructor9 of 12 back
  • Identity
  • UploadPhoto IDpassport or photocardAssigned to GLGareth Lloyd, new instructorFrom Rachelin 3 daysComplete
  • UploadFull driving licencephotocard, front and backAssigned to GLGareth Lloyd, new instructorFrom Rachelin 3 daysComplete
  • QuestionLicence check codefrom your gov.uk accountAssigned to GLGareth Lloyd, new instructorFrom Rachelin 4 daysReady to check
  • Instructor status
  • UploadADI badgeboth sides, in dateAssigned to GLGareth Lloyd, new instructorFrom Rachelin 3 days2 files sent
  • QuestionNext standards check datethe date from DVSAAssigned to GLGareth Lloyd, new instructorFrom Rachelin 5 daysComplete
  • UploadEnhanced DBS certificateor Update Service numberAssigned to GLGareth Lloyd, new instructorFrom Rachelin 5 daysAwaiting reply
  • Your car
  • UploadInstructor car insurancecertificate and scheduleAssigned to GLGareth Lloyd, new instructorFrom Rachelin 4 daysReminder sent
  • UploadMOT certificatethe latest oneAssigned to GLGareth Lloyd, new instructorFrom Rachelin 5 daysComplete
  • UploadPhoto of the dual controlsclear photo of both pedalsAssigned to GLGareth Lloyd, new instructorFrom Rachelin 5 days1 file sent
  • Working with us
  • FormBank and tax details6 questionsAssigned to GLGareth Lloyd, new instructorFrom Rachelin 6 daysReady to check
  • TableAreas and days you coverpostcodes and daysAssigned to GLGareth Lloyd, new instructorFrom Rachelin 6 daysComplete
  • ApprovalInstructor agreementread and approveAssigned to GLGareth Lloyd, new instructorFrom Rachelin 7 daysAwaiting reply
Intensive course packfor intensive course learners · two weeks before the course12 requests12 requests
Intensive course packPriya Shah · one week course9 of 12 back
  • Your course
  • DecisionCourse weekthis month or nextAssigned to PSPriya Shah, learnerFrom Rachelin 2 daysComplete
  • DecisionHours each dayfour or six hoursAssigned to PSPriya Shah, learnerFrom Rachelin 2 daysComplete
  • QuestionPick-up pointhome, station or hotelAssigned to PSPriya Shah, learnerFrom Rachelin 3 daysReady to check
  • QuestionDriving so farhours, and how long agoAssigned to PSPriya Shah, learnerFrom Rachelin 3 daysReady to check
  • Before it starts
  • FormLearner details8 questionsAssigned to PSPriya Shah, learnerFrom Rachelin 2 daysComplete
  • UploadProvisional licencephotocard, front and backAssigned to PSPriya Shah, learnerFrom Rachelin 2 daysAwaiting reply
  • UploadTheory test pass certificateemail or letterAssigned to PSPriya Shah, learnerFrom Rachelin 4 daysReminder sent
  • QuestionPractical test dateif already bookedAssigned to PSPriya Shah, learnerFrom Rachelin 4 daysComplete
  • DecisionWho books the testwe book it or you doAssigned to PSPriya Shah, learnerFrom Rachelin 4 daysReady to check
  • Agreements
  • QuestionAnything that worries younerves, roads or the testAssigned to PSPriya Shah, learnerFrom Rachelin 4 daysReady to check
  • ApprovalIntensive course termsread and approveAssigned to PSPriya Shah, learnerFrom Rachelin 5 daysComplete
  • ApprovalMissed lessonsread and approveAssigned to PSPriya Shah, learnerFrom Rachelin 5 daysAwaiting reply
Practical test day packfor learners with a test booked · the week before the test10 requests10 requests
Practical test day packEthan Marsh · practical test8 of 10 back
  • Your booking
  • UploadTest booking confirmationemail or screenshotAssigned to EMEthan Marsh, learnerFrom RacheltomorrowComplete
  • QuestionTest centre and timeas on your bookingAssigned to EMEthan Marsh, learnerFrom RacheltomorrowComplete
  • UploadTheory pass certificateletter or email, in dateAssigned to EMEthan Marsh, learnerFrom Rachelin 2 days1 file sent
  • What to bring
  • UploadPhotocard licencefront and backAssigned to EMEthan Marsh, learnerFrom Rachelin 2 days2 files sent
  • QuestionGlasses or contact lensesyes or noAssigned to EMEthan Marsh, learnerFrom Rachelin 2 daysComplete
  • QuestionNew health conditionssince you started lessonsAssigned to EMEthan Marsh, learnerFrom Rachelin 2 daysAwaiting reply
  • Test day
  • DecisionCar for the testour car or your ownAssigned to EMEthan Marsh, learnerFrom Rachelin 3 daysReminder sent
  • DecisionMeet-up time60 or 90 minutes beforeAssigned to EMEthan Marsh, learnerFrom Rachelin 3 daysComplete
  • DecisionInstructor on the testin the back, yes or noAssigned to EMEthan Marsh, learnerFrom Rachelin 3 daysReady to check
  • ApprovalTest day termsread and approveAssigned to EMEthan Marsh, learnerFrom Rachelin 4 daysReady to check
Refresher lessons packfor full licence holders · before the first refresher9 requests9 requests
Refresher lessons packDiane Pearce · motorway confidence7 of 9 back
  • Your licence
  • UploadFull driving licencephotocard, front and backAssigned to DPDiane Pearce, driverFrom Rachelin 2 daysComplete
  • QuestionLicence check codefrom your gov.uk accountAssigned to DPDiane Pearce, driverFrom Rachelin 3 daysComplete
  • QuestionHealth and eyesightthat affect your drivingAssigned to DPDiane Pearce, driverFrom Rachelin 3 daysReady to check
  • Your driving
  • FormAbout you and your driving6 questionsAssigned to DPDiane Pearce, driverFrom Rachelin 2 daysReady to check
  • QuestionWhat you want to work onmotorways, parking, nervesAssigned to DPDiane Pearce, driverFrom Rachelin 3 daysComplete
  • QuestionTime since you last droveand what you drive nowAssigned to DPDiane Pearce, driverFrom Rachelin 3 daysAwaiting reply
  • Your lessons
  • DecisionCar for lessonsmanual or automaticAssigned to DPDiane Pearce, driverFrom Rachelin 4 daysReminder sent
  • DecisionRoads you wantquiet, busy or motorwayAssigned to DPDiane Pearce, driverFrom Rachelin 4 daysComplete
  • ApprovalLesson termsread and approveAssigned to DPDiane Pearce, driverFrom Rachelin 5 daysReady to check
Instructor car and insurance checkfor every instructor · each year, before insurance renews10 requests10 requests
Instructor car and insurance checkSimon Walker · silver hatchback8 of 10 back
  • Insurance
  • UploadInstructor car insurancecertificate and scheduleAssigned to SWSimon Walker, instructorFrom Rachelin 5 daysComplete
  • UploadBreakdown covercurrent policyAssigned to SWSimon Walker, instructorFrom Rachelin 7 daysComplete
  • QuestionInsurance renewal datethe date it endsAssigned to SWSimon Walker, instructorFrom Rachelin 5 daysReady to check
  • The car
  • UploadMOT certificatethe latest oneAssigned to SWSimon Walker, instructorFrom Rachelin 5 days2 files sent
  • UploadV5C logbookkeeper details pageAssigned to SWSimon Walker, instructorFrom Rachelin 7 daysComplete
  • UploadPhoto of the dual controlsclear photo of both pedalsAssigned to SWSimon Walker, instructorFrom Rachelin 5 daysAwaiting reply
  • UploadPhoto of the extra mirrorfitted for the instructorAssigned to SWSimon Walker, instructorFrom Rachelin 5 daysReminder sent
  • QuestionLast service and mileagedate and milesAssigned to SWSimon Walker, instructorFrom Rachelin 7 daysComplete
  • Your declaration
  • ApprovalRoadworthy declarationread and approveAssigned to SWSimon Walker, instructorFrom Rachelin 8 daysReady to check
  • QuestionAny accident or claimyes or no, then detailsAssigned to SWSimon Walker, instructorFrom Rachelin 8 daysReady to check
Driving school yearly packfor the driving school · each year, before renewal9 requests9 requests
Driving school yearly packReeves Driving School · yearly pack7 of 9 back
  • Insurance and registration
  • UploadPublic liability insurancecurrent certificateAssigned to MRMark Reeves, school ownerFrom Rachelin 7 daysComplete
  • UploadEmployer’s liabilityif you employ instructorsAssigned to MRMark Reeves, school ownerFrom Rachelin 7 daysComplete
  • UploadData protection registrationcurrent certificateAssigned to MRMark Reeves, school ownerFrom Rachelin 7 days1 file sent
  • TableCars and insurance datesreg, MOT, insuranceAssigned to MRMark Reeves, school ownerFrom Rachelin 8 daysReady to check
  • Instructors
  • TableInstructors and badge datesname, ADI badge, expiryAssigned to MRMark Reeves, school ownerFrom Rachelin 8 daysComplete
  • TableStandards check datesname and next dateAssigned to MRMark Reeves, school ownerFrom Rachelin 10 daysAwaiting reply
  • Learners and complaints
  • QuestionComplaints this yearyes or no, then detailsAssigned to MRMark Reeves, school ownerFrom Rachelin 12 daysReminder sent
  • ApprovalTerms and conditionsread and approveAssigned to MRMark Reeves, school ownerFrom Rachelin 12 daysComplete
  • ApprovalPrivacy noticeread and approveAssigned to MRMark Reeves, school ownerFrom Rachelin 12 daysReady to check

Written for driving instructors. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each learner

Learners send a photo of their provisional licence and answer the eyesight and health questions from their phone, with no account to make.

Insurance and badge papers in one list

Instructors send their insurance, MOT and badge documents, and each one arrives with the date it came in.

Reminders go out between lessons

Docsroom chases whoever has not replied while you are out teaching, and stops once they have.

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