App

On the App tab of the settings, administrators configure the behavior of the driver app (mobile app). Here you define which functions are available to the drivers, how orders and positions are captured and processed on the road, which entries are mandatory (e.g. signatures, actual quantities) and which times are visible in the app. The settings apply to the respectively selected group.

Note: Which options are actually displayed depends on the modules and permissions enabled for the tenant. Some settings are only visible when additional modules are active or are visible exclusively to superadministrators.

1. Navigation

The App tab is accessible via the application's Settings. First select the group for which the settings should apply, then open the App tab.

After adjusting the options, the changes are applied via the «Save» button. All settings on this tab are saved together.

2. Tour and Ad-hoc Behavior

In this area you define the fundamental behavior of the driver app in connection with tours and the spontaneous capture of orders. The options are activated or deactivated via checkboxes.

Automatic Closing of Transport Points

Additional options can be used to control whether transport points at a stop are closed automatically:

• Close all transport points on pickup – closes all transport points of the stop when a pickup is captured.
• Close all transport points on delivery – closes all transport points of the stop when a delivery is captured.
• Close loaded transport points at the stop – closes the loaded transport points automatically. Optionally, manually changing this closing can be permitted.

Logbook

Note: This option is only visible if the logbook module is activated for the tenant. Otherwise it is hidden.

With the «Enforce logbook entry» option, it is defined that drivers must capture a logbook entry.

Additional Buttons in the App

• Show unload button – displays a button for unloading in the app.
• Show Swisstopo map button – displays a button for the Swiss map view.
• Allow editing of released POI documents – allows drivers to edit already released POI documents.
• Calculate Current Operating Weight – controls whether the current operating weight is displayed in the app. Disabled by default.
• Show cumulative weight and volume – displays the cumulative weight and volume of the tour in the app. Disabled by default.

Navigation Method

In the Navigation area, you define which navigation solution the driver app uses. Exactly one of the following options can be selected:

The Navigation Routing Setting is only visible if Sygic navigation is selected. It determines which vehicle data is used for the route calculation:

3. Positions and Quantity Capture

This area controls how product positions and quantities are captured and displayed in the driver app.

Driver Tasks on Manual Changes

The following options define that a driver task is automatically marked as not fulfilled on manual changes – separately for pickup and delivery in each case:

• Mark as not fulfilled on manual quantity change
• Mark as not fulfilled on manual product change

Mandatory Entries

• Actual product required on pickup / delivery – enforces the entry of the actual product.
• Actual quantity required on pickup / delivery – enforces the entry of the actual quantity.

Manually Changing the Status of Positions

With the options «Manually change status of pickup position» and «Manually change status of delivery position», it is defined whether drivers may adjust the position status by hand.

Address Buttons

Via «Show pickup/delivery address button», a button for displaying the associated addresses is shown. The display can be activated separately for pickup addresses and delivery addresses.

Manual Synchronization of Measurements

With «Enable manual synchronization of measurements», measurement values in the app can be synchronized by hand.

Access to Ongoing Positions

Via the «Access type for ongoing positions» selection, it is defined how many positions may be in progress simultaneously:

4. Processing of Transport Points

This area controls the processing of transport points in the app – in particular signatures, ad-hoc functions, barcodes, photos as well as the display of contacts and further information.

Signatures

The signature options define when a signature must be captured:

• Require signature on pickup – optionally additionally with the mandatory entry of the signature name.
  • Exclude Depot From Signature At Pickup – exempts depots from the signature requirement on pickup. Can only be activated if Request signature at pickup is activated. Disabled by default.
• Require signature on delivery – optionally additionally with the mandatory entry of the signature name.
  • Exclude Depot From Signature At Dropoff – exempts depots from the signature requirement on delivery. Can only be activated if Request signature at dropoff is activated. Disabled by default.
• Show signature field at the collection point (SPS-POI) – optionally with the specification that the signature is required at the last stop and the name must be entered.

In addition, a signature can be captured from a photo with «Signature from photo».

Ad-hoc and Position Functions

Note: The «Add flushing stop» button is only available when the flushing module is active.

Barcode and Scan Codes

• Allow multiple scanning of a barcode – permits scanning the same barcode multiple times.
• Enable scan code on pickup / delivery – activates code capture. Optionally, a new entry can be created on a duplicate code and scanning with an empty code can be permitted.

Photos

Display of Further Information

• Show only submitted checklists – displays exclusively already submitted checklists.
• Keep existing status – keeps the existing status.
• Always set position to yellow after opening the transport point – automatically sets the position to the status «Yellow».
• Allow Visual Sorting Of TPs Inside Loading Stops – allows visual sorting of the transport points within loading stops in the app. Disabled by default.
• Show distances to transport points – displays the distances to the transport points.
• Show current vehicle load – displays the current load of the vehicle.
• Show delivery note for the transport point – displays the delivery note for the transport point.

Display of Contacts

Via the «Contact display» selection, it is defined which contacts are displayed in the app:

5. Times, User and Location Defaults

This area controls the capture and display of times in the driver app as well as user- and location-based defaults.

Actual Times

Display of Transport Point Times

Via several checkboxes, it is defined which times for a transport point are visible in the app:

• Estimated times
• Planned times
• Shipment times
• Notification times
• Location availability times
• Actual first arrival
• Actual transport point times
• Actual last departure

User Settings

With the «Do not save password on logout» option, it is defined that the password is not saved in the app after logout.

Location-based Defaults

These defaults control under which conditions a transport point may be opened in the app. They serve as default values for the location master data:

Alternative Server Address

Note: This setting is visible exclusively to superadministrators and is hidden from all other users.

6. Saving the Settings

All adjustments on the App tab are saved together.

1. Activate or deactivate the desired options and capture values.
2. Apply the changes via the «Save» button.

Note: The settings apply to the selected group. Before editing, make sure that the correct group is selected.