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Customizing the Driver App

Restricting what the driver can do in their app

eLogii avatar
Written by eLogii
Updated over 2 weeks ago

Customizing what the driver can see and do in their app profile can be done in Configuration ⇒ Driver App.

General settings

Driver app

In this section, a support phone number can be added that the driver can call in case an issue occurs, the default app language, preventing the driver from changing their profile data, as well as disabling the problem workflow.


Profile

Prevent driver from changing their profile data - By enabling this option, Drivers will not be able to make any changes to their profile in the eLogii app (their Name, last name, number etc.)

Problem workflow

Disable problem workflow - Enabling this option will disable the entire Task Issue workflow that was set up.

Navigation apps

This section allows users to select the preferred navigation apps that their Drivers can use for navigation in the app. They can also select a default navigation app and allow drivers to switch between different providers.


Route and task options

Route and task options allow customization of their routes with features such as reordering tasks in-app and the ability to start them in any order.

Hide arrived state - This option will remove the Arrived state from the driver app.

Hide completed state - This option will remove the Completed state from the driver app.

Show assigned route UID on Home Screen - Displays the Route UID to the Drivers.

Allow drivers to start tasks in any order - If this is enabled, Drivers are free to start Tasks in any order they like, regardless of their position on the route.

Allow drivers to edit completed tasks - If enabled, Drivers can revisit their completed Tasks in the Completed section of the Task list and edit them. They can edit completed Tasks regardless of their completion date.

Show all tasks at the same location on actions screen - Lists all Tasks with the same location.

Allow drivers to search for tasks - This allows Drivers to search and filter Tasks based on UID, Reference, Date range, and more.

Allow driver to reorder route - This option gives the Driver the freedom to change the order of Task execution.

Sort tasks at the same location by loading order - This will sort the Pickup Tasks by loading order, and this will only be visible in the Driver App.

Show tasks loading list - This will display the loading order list to the Driver.

Allow driver to set task loaded state - This lets Drivers mark Tasks as "Loaded".

Hide routes for other dates - Enabling this option will hide all past and future routes from Drivers. They will only be able to search and edit (if enabled) Tasks for the current route.

Enable overnight work - This enabled Drivers who work night shifts to execute Tasks in Routes that need to be executed after midnight.

Show tasks from all days in multi-day route - In case Drivers have multiday routes, enabling this option will show tasks from all days in their routes.

Navigate driver to end location - After the Route is completed, the Driver will be navigated back to their designated end location.

Prevent drivers from starting tasks for tomorrow - Drivers will not be given the option to start their routes for the next day. This is a useful feature if you plan your routes ahead.

Assign tasks to themselves - If enabled, this option allows drivers to self-assign tasks.

Automatically assign on scan - This option allows Drivers to self-assign Tasks by scanning their barcodes.

Allow route optimization - With this option enabled, Drivers can re-optimize their routes directly from the eLogii app.

Allow driver to edit sizes - Lets Drivers edit the dimensions of the Task.

Set show details section open by default - Enabling this option will automatically display all Task details when a Task is opened.

Show task list button on result screen - The Task list button will be displayed on the result screen.

Finish item required - If you use Items in your operations, this option will not allow Drivers to complete a Task unless they've marked the item as finished.

Hide finish button on task problem page - This option will hide the Complete Task button from the Task issue page so that Drivers don't accidentally complete the Task successfully when trying to Fail it.

Checklist items

Adding a pre/post checklist will oblige the driver to ensure all the requirements set have been met before starting/completing their route.

Forms can also be used as start/end checklists.

Confirmations

Show confirmation before updating task state - This will prompt a pop-up which will ask the Driver to confirm each action before execution.

Single POD actions for deliveries at same location - If there are multiple Tasks to be executed at the same location, enabling this option will apply all the collected PODs to all of the Tasks, and Drivers will only need to collect PODs once instead of for each Task individually.

Group at location by this fields for single POD actions - Used in specific cases. For example, if there are two customers at the same location, each with multiple deliveries, and you want to collect one Proof of Delivery (POD) per customer, you can group the tasks by an additional field such as customer.uid, or customer.name (field naming conventions can be found in out API documentation). This way, all deliveries will be organized into two separate groups—one for each customer, allowing you to capture a single POD per customer.

💡Pro tip - Apply the same POD actions to Tasks at the same Location

This feature will copy the first POD to the other tasks in the same group POD actions for deliveries on the same location)

Only successful PODs, not the failed ones, will be copied to the remaining Tasks at the same location.

So, for example, if you have a couple of tasks at the same location and you don't want to waste time recording PODs for each of them, this option enables you to accomplish this since it will use the POD details from the first Task and apply them to others at that location.

Show task information to recipient for confirmation before signing - Task information will be displayed to the end-user to confirm before signing the POD.

Vehicle options

Allow driver to select vehicle - Drivers can select which vehicle they will be driving from the Driver app.

Barcode scanning

Enable scanning items out of order - Enabling this option allows Drivers to scan items in any order.

Scan multiple codes - This option allows Drivers to scan multiple codes.

Continuously scan multiple codes- If enabled, multiple codes can be scanned without re-opening the camera.

Automatically complete task / item on successful barcode scan (if only required action) - If the Barcode scan is the only mandatory action, then the Task/Item will be automatically marked as "Completed" after a successful barcode scan.

💡Pro tip - Barcode scanning

If Drivers have multiple Barcodes to scan at a warehouse, for example, you can allow them to select one of them in-app and scan the Barcode out of order (if you enable the Enable scanning items out of order option). Pair that with the Automatically complete Task/item on successful barcode scan option, and the Driver App will auto-mark this item as done.

Enable search through barcode scanning - Drivers can search for Tasks by scanning their barcode.

Trim scanned value - The scanned value will be trimmed in length.

Case insensitive - This means that barcode scans will ignore letter casing. Even if the barcode was imported as ABC-123 and the scanned label reads abc-123, it will still be recognized as a valid match.

Auto-arrive geofence

Geo-fencing can be configured to prevent the driver from making any updates unless they are within the preset radius of the task.

Auto-arrive geofence - This will automatically set the Task state to "Arrived" once the Driver enters the defined geofence radius around the Task location.

Prevent update outside of geofence - This prevents Drivers from setting the Task state to "Arrived" if they are not within the geofence radius around the Task location.

Geofence override - This allows Drivers to override geofence restrictions and set the "Arrived" state anyway (override will be recorded).

Task information shown to the driver

This section allows users to choose which Task elements should be shown to Drivers. These elements include information such as:

  • Customer name

  • Contact name

  • Contact mobile number

  • Location name

  • City

  • Country

  • Item custom data fields to show (you can select all fields, or only the specific ones you'd like Drivers to see)

  • Required skills and capabilities

  • Instructions

  • Show instructions on task list view (this will display instructions from the Task list view)

  • Cash on delivery - amount to collect

  • Show delivery contact on pickup - The logic of this option is to enable the Driver to see who they are collecting the pickup for.

  • Allow driver to enter quantity - This option will allow Drivers to enter quantities for each Item.

  • Custom data fields to show - Users can define if they wish to show all Task-relatex custom fields to Drvers, or only the specific ones.

Edit task custom data

This section allows users to define which Task custom fields are editable. These do not need to be the same as the visible custom data fields. For example, you can define 5 visible custom fields, and have only 2 of them be editable by Drivers.

Here, users can also define the Tags that Drivers can add to Tasks.

Saved locations permissions

This section lets users define how much Drivers can do when saving locations from the Driver App. They can either update locations, view comments, add comments, add photos, or view photos.

Buttons override

That section allows users to customize the button names in the Driver app. For example, instead of "open next Task", the button can say "Open next Delivery".

Currently, you can customize the text for the following buttons:

  • Open next task

  • Set as loaded

  • Start

  • Fail

  • Add to route

Device and Tablet settings

The "Use zebra device scanner to scan" will enable Drivers to use Zebra devices for barcode scanning.

Tablet route execution mode - Enhances the overall tablet user experience when executing routes.

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