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Omnitracs Knowledge Base

Tasks in the Circle of Service

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There are many tasks that you might see in the Circle of Service. Some may be required, while others are not. Some may be called a different name than what you see in this list. Depending on if a task is manually added or is optional, you may see some of these under the Add Task option found in the center of the Circle of Service or as an Adhoc Form that can be accessed from the Main Menu. Here is a list of tasks you might see.

Accident: You can add an Accident task which collects specific information about an accident that has occurred. Your location is automatically collected. You may be asked to specify if there are any injuries and how serious, if emergency response is needed, how many vehicles are involved, if the damage has disabled the vehicle or if there is other property damage. You may also be required to include at least one photo.

Arrive at stop: When you arrive at a stop on the trip, you may need to confirm the arrival date and time. You may also be allowed to change your HOS Duty Status.

Breakdown: If your vehicle has problems, you can add a Breakdown task. Your location is automatically collected. You may be able to request specific types of assistance, like a tow truck or roadside assistance, and add comments to the task. You may also be allowed to change your HOS Duty Status while you wait for assistance.

Bulk Load: When you have a bulk load, you may be required to scan barcodes and provide reasons why an item is manually entered. You may be able to add a new order or be required to enter a quantity for an item. You may or may not be required to complete or change the status of all orders on a stop before you can complete the stop. You may also be required to include at least one note, photo, document, or scale type.

Bump Dock: After you have arrived at a stop, you can confirm the date and time that you park at the loading dock and are ready to load or unload the vehicle. You may be required to include a photo.

Citation: If you receive a citation, you may want to add a Citation task. You will need the citation number. You might need to add comments or a photo before completing the task.

Customer Review: The Customer Review allows you to have the customer read and agree to your organization's terms and conditions before collecting a signature, The customer is required to mark that they have read and agree to the terms as well as confirm the arrival and unloading times of the delivery.

DVIR: The DVIR task lets you evaluate the equipment you are about to use for your trip, any equipment you may hook to during your trip, and when you are done the trip, the equipment you used to run it. You may be able to change the equipment that you are evaluating as well as view a previous inspection summary. For each defect that you find, choose the inspection point or problem from the drop down menu related to the appropriate inspection category. You may need to sign the DVIR or if the vehicle is not safe to operate, contact the appropriate individuals.

Delivery: When servicing a stop, you may be required to scan barcodes and provide reasons why an item is manually entered. You may be able to add a new order or be required to enter a quantity for an item. You may or may not be required to complete or change the status of all orders on a stop before you can complete the stop. If you have over, short, or damaged items, you may be required to include at least one note, photo, or document.

Depart: When you depart a stop, you may be able to rate the stop, see the next planned top, confirm the data and time of your departure, and see your current HOS Duty Status.

Documents: You can use the Add Documents task to include a document throughout your trip. Comments may be required when you add a document.

Done: When you complete a trip, you may press the Done task. You may need to confirm that your are completing this trip along with a date and time. You may also see your HOS Duty Status.

Driver Acknowledgment: If you have a Driver Acknowledgment task in your Circle of Service, you may need to check off specific things that you did at the stop, such as following the special driver instructions, have the customer witness the hook-up, or even have the hook-up approved by the customer. You may be required to include a note. Before you can complete the task, you will need to sign an acknowledgment.

End: When you end a stop or trip, you can rate the stop or trip, add comments, a well as see and possibly change your HOS Duty Status.

Fuel: You may need to add a fuel task when you stop to gas up the vehicle. Enter the amount of fuel dispensed. You may be required to include a note or a photo before you can complete the task.

Hookup: When you are offloading or picking up product and connect your trailer to a connector, you may want to get a customer sign off that it is connected to the correct location, before you pump the product out of or into your trailer. Your customer may be required to read and acknowledge an agreement.

Illness: If you stop servicing your trip because you are sick, you can add an Illness task. Your location is automatically collected. You may be required to provide a date and time that you will be able to resume driving, as well as comments.

Occurrence: When you have a stop that is not planned, such as an accident or breakdown, you can use an Occurrence task. Your location is automatically collected. You can confirm the data and time of the occurrence and possibly change your current HOS Duty Status.

Photos: You can use the Add Photos task to include a photo throughout your trip. Comments may be required when you add a photo.

Pickup: When servicing a stop, you may be required to scan barcodes and provide reasons why an item is manually entered. You may be able to add a new order or be required to enter a quantity for an item. You may or may not be required to complete or change the status of all orders on a stop before you can complete the stop. If you have over, short, or damaged items, you may be required to include at least one note, photo, or document.

Post-Trip: After you complete all the stops on your trip, you may need to complete a Post-Trip task. Once you confirm the asset you want to assess, for each defect that you find, choose the inspection point or problem from the drop down menu related to the appropriate inspection category. You may need to sign the inspection or if the vehicle is not safe to operate, contact the appropriate individuals.

Pre-Trip: Before you start your trip, you may need to complete a Pre-Trip task, Once you confirm the asset you want to assess, for each defect that you find, choose the inspection point or problem from the drop down menu related to the appropriate inspection category. You may need to sign the inspection or if the vehicle is not safe to operate, contact the appropriate individuals.

Reefer Temp: If you drive a refrigerated truck, you may need to record the truck temperature during your trip. The Reefer Temp task allows you to enter the temperature reading of the refrigerated unit.

Rest Break: A Rest Break lets you record a break in your work. Your HOS Duty Status may display and you may be able to change it. Choose the type of break you want to take. When you are done your break, you can continue your trip.
30 minute break – A 30 minute break that is required within each 8 hours of On Duty time.
10 hour break – A 10 hour break that is required between each 14 hours of On Duty time.
Non-HOS break – An ad-hoc break of any duration that is not specifically associated to HOS.

Returns: When servicing a stop, you may be required to scan barcodes and provide reasons why an item is manually entered. You may be able to add a new order or be required to enter a quantity for an item. You may or may not be required to complete or change the status of all orders on a stop before you can complete the stop. If you have over, short, or damaged items, you may be required to include at least one note, photo, or document.

Review & Sign: The Review & Signoff may be required once an order has been delivered. You may need to have a customer sign for a delivery or you may need to mark that the delivery was refused or dropped somewhere at the location. You can choose how the delivery is being finalized, you may see an option to get a customer signature, mark that the customer refused delivery, or a different result. Depending on what you choose, you may need to have the customer accept and sign for the delivery or you may need to enter a note as to why the delivery was finalized in the chosen manner.

Scale: Use the Scale task to capture vehicle and load weights when measured using a truck scale. You may see Tare and Gross weight measurements. You may be required to enter the Steer. Drive, Trailer, and Calculated Total Weights. As well, a photo and/or document may be required before you can complete the task.

Seals: To capture Trailer Seal numbers, you can scan one or more Top Seals, Bottom Seals, and Other Seals barcodes.

Start: When you press the first task on your trip, you are asked "Are you ready to start this Trip?" Answer yes and you can see and possibly change your HOS Duty Status. There may be other actions you may need to perform before you can depart the first stop.

Swap Trailers: If you swap trailers on your trip, the Swap Trailers task lets you scan the barcode of the trailer being dropped. You may also be able to use a previous signature before you complete the task.

Trailer Verification: When you change a trailer on your trip, you may need to verify the change. You can scan or enter the trailer barcode. You may be required to include a photo before you can complete the ask.

Weather: When weather interrupts your trip, you may be able to enter a Weather task. Select the type of weather causing the disruption and enter the date and time that you will be able to resume your trip. You may be required to include a photo and/or comment before you can complete the task.

 

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