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Omnitracs Knowledge Base

Task Library

The Task Library lists the tasks that you can add to your circle of service. Command comes with several pre-defined common tasks that you can customize to fit your needs. In addition, if you need to add a task that is not in the list, you can add a task, or you can clone an existing task and change it as necessary to fit your needs.

To change an existing task:

  1. Click the task in the list in the left frame. The information about the task appears in the right frame.
  2. For each task, there are two tabs in the right frame. The first tab, Breakdown, is the name of the task, and contains the configuration information you are most likely to want to change for that task. If there is an info icon next to a field, hover over the icon for more information. The second tab, Admin tools, contains several fields that are display only - they cannot be changed.

Note: To see how the task will appear to the driver in Drive, click the Show Task icon.

To create a new task based on an existing task:

  1. Click the task in the list in the left frame. The information about the task appears in the right frame.
  2. Click the Clone icon. The Clone task window opens.
  3. If necessary, click the Select Task to Clone arrow and choose the base task.
  4. In the Name field, enter a name for the new task.
  5. If you want to add additional tasks, click the [Save+] button. 
    If you have finished adding tasks, click the [Save] button. 
  6. Make the necessary changes in the new task.

Note: To see how the task will appear to the driver in Drive, click the Show Task icon.

Pre-Defined Tasks

Below are listed the pre-defined tasks:

Task Task Description
Accident You can add an Accident task which collects specific information about an accident that has occurred. The driver's location is automatically collected. You may configure this task to ask the driver 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 require the driver to include at least one photo.
Arrive at stop When drivers arrive at a stop on the trip, they may need to confirm the arrival date and time and location. They may also be allowed to change their HOS Duty Status.
Breakdown You can add a Breakdown task to collect information if the vehicle has problems. The vehicle's location is automatically collected. You may allow the driver to request specific types of assistance, like a tow truck or roadside assistance, and add comments to the task. You can also configure the task to allow drivers to change their HOS Duty Status while they wait for assistance.
Bulk Load

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

Bump Dock After a driver has arrived at a stop, they can be asked to confirm the date and time that they park at the loading dock and are ready to load or unload the vehicle. You can also require them to include a photo.
Citation You may want to add a Citation task that drivers complete if they receive a citation. They will need the citation number. You can also configure this task to require or allow drivers to add comments or a photo before completing the task.
Customer Review The Customer Review allows drivers 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 drivers evaluate the equipment they are about to use for their trip, any equipment they may hook to during the trip, and when they are done the trip, the equipment they used to run it. Drivers may be able to change the equipment that they are evaluating as well as view a previous inspection summary. For each defect that the driver finds, they choose the inspection point or problem from the drop-down menu related to the appropriate inspection category. Drivers may need to sign the DVIR or, if the vehicle is not safe to operate, contact the appropriate individuals. The DVIR options include:

Allow auto signature - if selected, the previous signature for the currently logged in driver will automatically be used for this inspection, with an updated date/time and GPS position. If not selected, the driver will need to sign to indicate the inspection was completed.

Enable CTPAT Confirmation - if selected, the DVIR will include confirmation that a Custom - Trade Partnership Against Terrorism (CTPAT) inspection was completed for the cargo. If not selected, this confirmation will not be part of the inspection. 

Enable Task Editing - if selected, the driver will be able to change the task after it is completed. If not selected, the driver will not be able to change the task.

Require License Plate Info - if selected, the license plate number and state/province will be displayed on the DVIR screen; if the license plate information is not displayed, the driver will be prompted to enter it. If not selected, the license plate information will not be displayed. 

Driver Can Change Active Assets - if selected, the driver will be asked to confirm if they are picking up or dropping off the inspected trailer. If not selected, the driver will not be asked that question.

Delivery When servicing a stop, drivers can be required to scan barcodes and provide reasons why an item is manually entered. They may be able to add a new order or be required to enter a quantity for an item. They may or may not be required to complete or change the status of all orders on a stop before they can complete the stop. If a driver has over, short, or damaged items, they may be required to include at least one note, photo, or document.
Depart When the driver departs a stop, they may be able to rate the stop, see the next planned top, confirm the data and time of their departure, and see their current HOS Duty Status.
Documents You can use the Add Documents task to allow drivers to include a document throughout their trip. Comments may be required when they add a document.
Done When drivers complete a trip, they may press the Done task. They may need to confirm that they are completing this trip along with a date and time. They can also see your HOS Duty Status.
Driver Acknowledgment If you have a Driver Acknowledgment task in your Circle of Service, drivers may need to check off specific things that they 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. Drivers may be required to include a note. Before they can complete the task, they will need to sign an acknowledgment.
End When a driver ends a stop or trip, they can rate the stop or trip, add comments, a well as see and possibly change their HOS Duty Status.
Fuel Use the Fuel task to have drivers add a fuel task when they stop to gas up the vehicle. Drivers enter the amount of fuel dispensed and may be required to include a note or a photo before they can complete the task.
Hookup When drivers are offloading or picking up product and connect your trailer to a connector, you may want the driver to get a customer sign off that it is connected to the correct location before they pump the product out of or into the trailer. The customer may be required to read and acknowledge an agreement.
Illness If a driver stops servicing the trip because he is sick, he can add an Illness task. The driver's location is automatically collected. You can define the task to require the driver to provide a date and time that he will be able to resume driving, as well as comments.
Occurrence When there is a stop that is not planned, such as an accident or breakdown, drivers can use an Occurrence task. The driver's location is automatically collected. The driver may confirm the date and time of the occurrence, the location of the occurrence, and possibly change their current HOS Duty Status.
Photos You can use the Add Photos task to have drivers include a photo throughout the trip. Comments may be required when a driver adds a photo.
Pickup When servicing a stop, drivers may be required to scan barcodes and provide reasons why an item is manually entered. They may be able to add a new order or be required to enter a quantity for an item. They may or may not be required to complete or change the status of all orders on a stop before they can complete the stop. If a driver has over, short, or damaged items, they may be required to include at least one note, photo, or document.
Post-Trip After a driver completes all the stops on a trip, they may need to complete a Post-Trip task. Once the driver confirms the asset he wants to assess, for each defect that he finds, he chooses the inspection point or problem from the drop-down menu related to the appropriate inspection category. The driver may need to sign the inspection or, if the vehicle is not safe to operate, contact the appropriate individuals.
Pre-Trip Before a driver starts a trip, they may need to complete a Pre-Trip task. Once they confirm the asset they want to assess, for each defect that they find, they choose the inspection point or problem from the drop-down menu related to the appropriate inspection category. Drivers may need to sign the inspection or, if the vehicle is not safe to operate, contact the appropriate individuals.
Reefer Temp If you have refrigerated trucks, you may want drivers to record the truck temperature during their trip. The Reefer Temp task allows drivers to enter the temperature reading of the refrigerated unit.
Rest Break

A Rest Break lets drivers record a break in their work. The driver's HOS Duty Status may display and the driver may be able to change it. Drivers choose the type of break they want to take. When they are done with their break, they can continue the 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 with HOS.
Returns When servicing a stop, drivers may be required to scan barcodes and provide reasons why an item is manually entered. Drivers may be able to add a new order or be required to enter a quantity for an item. They may or may not be required to complete or change the status of all orders on a stop before they can complete the stop. If the driver has over, short, or damaged items, they may be required to include at least one note, photo, or document.
Review & Sign

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

Scale Drivers 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, drivers can scan one or more Top Seals, Bottom Seals, and Other Seals barcodes.
Start When a driver presses the first task on their trip, they are asked "Are you ready to start this Trip?" If they answer yes, they can see and possibly change their HOS Duty Status. There may be other actions the driver needs to perform before they can depart the first stop.
Swap Trailers If a driver swaps trailers on the trip, the Swap Trailers task lets the driver scan the barcode of the trailer being dropped. They may also be able to use a previous signature before they complete the task.
Trailer Verification When a driver changes a trailer on the trip, they may need to verify the change. Drivers can scan or enter the trailer barcode. They may be required to include a photo before they can complete the ask.
Weather When weather interrupts a trip, drivers may be able to enter a Weather task. They select the type of weather causing the disruption and enter the date and time that they will be able to resume the trip. They may be required to include a photo and/or comment before they can complete the task.
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