How do I setup job completion requirements that my drivers can choose from their Fleet Mobile App?
Job Completion Requirements
This module is a guide on how to setup job completion requirements that your Drivers can choose & fill-out before completing an order. An example of this could be an E-Signature of the recipient as Proof of Delivery (POD).
Module Note: You can now download an offline version (no images) for this article. Just click the PDF file below to download.
Create a New Job Completion
1. Click Settings.
2. Click Job Completion Requirements.
The Job Completion tab is the default tab upon opening the Job Completion Requirements page.
3. Click Create New Job Completion.
4. Fill-out the required fields:
a. Task - Choose from the following completion requirement tasks (Pickup Parcel, E-signature, Take Photo, Enter Receiver, Workflow).
b. Title - Enter the requirement’s name.
c. Tags – Enter or add a new tag for the requirement.
- Tags selected/created will affect JOBS UNDER THAT TAG.
- Example, if the "Import" tag is selected with a job requirement of E-signature, then jobs with an "Import" tag will have a job completion requirement of E-signature.
You can also fill-out the Instruction to Driver field.
5. Click Add.
Update an Existing Job Completion Requirement
1. Click Settings.
2. Click Job Completion Requirements.
3. Search (with the Search Bar) or look for the job completion you want to edit.
4. Locate the Actions column.
5. Click the Edit button.
6. Make the necessary changes.
7. Click Save.
Remove an Existing Job Completion Requirement
1. Click Settings.
2. Click Job Completion Requirements.
3. Search (with the Search Bar) or look for the job completion you want to delete.
4. Locate the Actions column.
5. Click the Delete button.
6. Click Confirm.
Activate Existing Job Completion Requirement
1. Click Settings.
2. Click Job Completion Requirements.
3. Search (with the Search Bar) or look for the job completion you want to activate.
4. Locate the Active column.
5. Click the "OFF" toggle to ACTIVATE the requirement.
Deactivate Existing Job Completion Requirement
1. Click Settings.
2. Click Job Completion Requirements.
3. Search (with the Search Bar) or look for the job completion you want to deactivate.
4. Locate the Active column.
5. Click the "ON" toggle to DEACTIVATE the requirement.
Arrange Job Completion Sequence
1. Click Settings.
2. Click Job Completion Requirements.
The Job Completion tab is the default tab upon opening the Job Completion Requirements page.
3. Search or look for the job requirement you want to move.
4. Locate the List icon (beside the "Active" column).
5. Click and drag the job requirement to your desired order.
Arranging the sequence of the Job Completion Requirements will also affect how your
drivers will complete the job (thru their Mobile app) if you have ACTIVATED the Complete By
Sequence toggle.
Job Completion: Search Bar
The Search Bar can be used to easily find a job completion requirement.
Job Completion: Complete by Sequence
If the Complete By Sequence (Toggle) is activated, the Driver should complete the job in the Fleet Mobile App based on its order/sequence.
Their sequence will be represented in numbers as to show the order of the Job Completion Requirements once they have Done a job in their Fleet Mobile app.
Tooltip info if the Complete By Sequence will be turned on
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