If your workers need to perform specific actions before starting their Tasks, the eLogii Driver App allows you to integrate that part of your operations into their daily activities.
It is possible to set up a checklist of items before they start their Tasks and after they finish them.
For example, if your Drivers need to perform actions such as checking the vehicle, checking the equipment, doing paperwork, and similar before they start their Route you can set up a Start checklist for them in Configuration ⇒ Driver App ⇒ Start Checklist.
Adding an End Checklist is done within the same section and the same logic and manner of adding items is applied.
You can add as many items as you like, and then click Save to apply your settings.
The items on the checklist can be set as mandatory. This will not allow Drivers to exit the checklist unless they've completed all the listed items.
A new Start Checklist button will appear in the Driver app. Once the Drivers select it, a pop-up will appear with a list of items you specified in Configuration. Once the Start checklist has been completed, the button will switch to the End Checklist, which the Driver can access afterward.
Once completed and saved, checklists cannot be re-accessed.
Custom Checklists
eLogii allows users to create entirely custom checklists. You can set the checklist to have a multi-select option, a confirmation option, or a comment field.
To set this up, navigate to the Driver Custom data section (Found in Configuration ⇒ Custom data ⇒ Driver Custom data) and select the type of checklist item you would like to create and save. Then navigate to Configuration ⇒ Driver app select the custom data option you've just created for the selected checklist field and apply settings.
One settings are applied, and this is how it should look on the Drivers' devices:
Forms as Start/End Checklists
If your checklists are complex and require branching questions depending on the selected responses, then Forms can be created and used as either start or end checklist items.
To create a checklist form, navigate to the Forms section of eLogii and start designing your form. Drag the field you would like to add to the form from the left-hand side of the
If there are specific questions in the form you would like to hide or show, depending on the answer, or you would like to have branching questions, you can set that up by using Field Rules.
Once the form has been created, you can set it up in Configuration ⇒ Driver app ⇒ Checklist items and enable the form you've created as your start/end checklist item.
Click Save to apply settings.
Exporting Checklists
It's possible to export checklists for each route.
Navigate to the Planning Screen, select Exports ⇒ Routes ⇒, and select Checklists from the options.