How do I setup options that my Drivers can choose in the Fleet Mobile app for unforeseen cases happen while in transit?

Job Exception

This module is a guide on how to setup Job Exceptions that Drivers could choose from in the Fleet Mobile App so that Web Admins can update and monitor job cases/incidents.

Create a New Job Exception

To Add a Job Exception as a Job Completion Requirement:

1.      Click Settings.

2.      Click Job Completion Requirements.

3.      Click the Job Exception tab.

4.      Click the Create New Job Exception button.

5.      Fill-out the necessary details:

            a. Exception Title (required)

            b. Instruction to Driver

            c. Reason Tags – If “Require reason” is selected under Field requirement, add at least one or more Reason Tag/s.

Will appear in the Fleet Mobile App as picklist where drivers may choose one (1) Reason tag when tagging a job with exception.

Reason Tags picklist when Require reason is selected as Field Requirement

            d. Field Requirement – Choose at least one (1) option as to what field/s is/are required to the Job Exception:

                  > Require reason – One or more tags in the Reason Tags field is recommended.

                  > Require remarks

                  > Require to add files

Note: When “Require reason”, “Require remarks”, and/or “Require to add files” requirements are selected, they will appear as Required Fields when Creating a Job Case for your job posts (Case Management).

6.      Click Add.

Note: Once a Job Exception has been created, it can now be applied in Adding a Job Case (Case Management). To know more on how to apply an existing Job Exception/s to a Job Case, click here.

Update a Job Exception

To Edit an Existing Job Exception:

1.      Click the Pencil icon under the Actions column of the Job Exception.

2.      Make the necessary changes.

3.      Click Update.

Remove a Job Exception

To Delete an Existing Job Exception:

1.      Click the Trash icon under the Actions column of the Job Exception.

2.      Click Confirm.

Activate/Deactivate Job Exceptions

To Activate/Deactivate existing Job Exceptions, just select/deselect the Toggle button under the Active column.

Arrange Job Exception List

To arrange the Job Exception list, click and drag the List button beside the Active toggle.

User Management Settings

User with a View Case Attachment role (User Management) are ALLOWED to download the case attachments in Fleet Web.

   

Sample view of a User with View Case Attachment role under User Management

Pending Jobs

Add a Job Case in Pending Jobs Page

1.      Go to the Pending Jobs page. Enter the Reference Number or Customer Name of the job at the Search Bar for easier access.

2.      Click the “Alert” icon beside the Attachment icon.

3.      Click Add Case.

4.      Fill-out the necessary details.

Note: The required fields will depend on the Exception Type. Required fields in the Exception Type can be viewed/changed in the Job Completion Requirements.

5.      Click Save.

6.      The Alert icon will now be highlighted in orange, which means that there is now an Open Case created for the job post.

Note: the Alert icon also varies in colors depending on the Case Status included in the job post.

a. Orange color – Shows Open & Closed cases. User may also Add another Case with this color.

      b. No color – Job Post does not have Open or Closed Cases. User may also Add a Case.

      c. White color – the Pending Job post has a Case Record but ALL have Case Closed status. User may also Add a Case.

 

7.      The Case Number and Exception Type will now be visible once the Alert icon is clicked.

Note: Only Open cases will appear on the Job Case list when the Alert icon is clicked.

8.      To view the particular job case you created, just click the Case Number link and you will be redirected to the Case Management window.

Sample view once the Case No. link was selected

9.      To view all the related job cases created for a job post, select the View All button.

Jobs Done Report

Once a job post with a Job Case is already completed, it can now be viewed under the Cases column in the Jobs Done section in Reports.

To View the Job Case in Reports:

1.      Click the Reports icon on the sidebar.

2.      “Jobs Done” will be the Default Reports type in the Reports Filter.

3.      Click and drag the Horizontal scroll bar to view the Cases column.

4.      Under the Cases column, an Alert icon will be found and is also clickable to view the Created Cases for this Job Post.

Note: The only difference for the Alert icon in Jobs Done Report and the one in the Pending Jobs page is that you will not be able to Create a Case with this one. (See images below for comparison)

Alert icon in Pending Jobs Page – With Add Case button

Alert icon in Jobs Done Report – Without Add Case button, only View All

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