Skip to main content
Omnitracs Knowledge Base

Drive User Manual - For Mobile Devices

Welcome to Omnitracs Drive

Drive is designed to make running your trips easier. Drive lets you perform all of your daily tasks, follow your daily workflow, manage your duty status and vehicle inspections, and perform delivery and pickup of orders, using one application.

The main menu in Drive allows you to access a number of different screens.

Note: Depending on settings, some information and features may not be available.

The name and Driver ID of the worker displays at the top of the menu. 

If you use Compliance, a second worker can log into Drive and use the same mobile device as the first worker. Tap Add Co-Driver and enter the additional worker's Driver ID and Password. Tap Sign In. The second worker is added to the worker information at the top of the menu. 

When a co-driver is logged in, a worker can be marked as Primary (P) and/or Active (A).

The person who is driving the equipment and will have an HOS Duty Status of "On Duty Driving" is considered Primary. If the correct worker is not marked as Primary, tap the P associated with the appropriate worker to change the status. This status may change from one worker to the other throughout the trip.

The person who is using the Drive application is considered Active. If the correct worker is not marked as Active, tap the A associated with the appropriate worker to change the status. This status may change from one worker to the other throughout the trip.

Note: The worker who logs into Drive first is listed first at the top of the menu and to whom the trip is assigned. If the first worker logs out, the second worker must re-enter the password to remain logged into Drive. 

Sign Out - Allows the worker or co-driver to log out of Drive.

Note: You are prompted if there is an active Trip and you try to log out of Drive.

Map - Allows you to move through your trip using the Circle of Service. You can also access Messages and the Planner view.

My Day Planner - Allows you to see the trips available to you and activate the one you want to service. You can also access the Map view and Messages.

Messages - Allows you to send messages to and see messages received from the dispatcher. You can also access the Planner and Map views.

Documents - Allows you to take a picture of a document and save it. To add a document, from the Documents screen, press the + icon. Press the Type arrow and choose the type of document you are adding. Enter the document number and any Comments. Press the Camera icon. Your mobile device's camera opens. Drive will take the photo automatically if it detects a rectangle shape in the preview. Follow any instructions you might see, such as get closer or hold still. If it doesn't automatically take the photo, you can press the spinning circle button to take the picture manually. Once a picture is taken, press Scan and then OK. Add as many photos as you need to the document. Press Done. The document is added to the Documents list.

Adhoc Tasks - Allows you to add an optional task to your trip.

Switch to Navigation - Allows you direct access to your navigation application.

Third Party Apps - Allows you to open third party apps directly from the Drive application.

Compliance - Allows you direct access to Omnitracs XRS from the Drive application.

Feed - Allows you to see information about System, User, HOS, ELD, and Telematics activity. You can filter the list to change what shows in your Feed.

Help & Feedback - Provides help for Drive and allows you to send feedback to Omnitracs.

Synchronize - Allows you to synchronize your trip information.

About - Provides the application version, service ID, device mode, android version, and tenant ID.

Settings - Allows you to change settings on your device. You can change your language preference, enable or disable Text To Speech, and turn Dark Mode on or off.

 

Signing Into Omnitracs Drive

Note: You may need to update Drive to the latest version.

  1. Enter Driver ID.
  2. Enter Password.
  3. Press [Sign In].

Notes: Press OK if you are prompted that you should only make duty status changes while the vehicle is at rest.
If you are prompted to change your duty status, answer Yes or No to the status that is presented to you.

Complete any compliance tasks that display. Agree to or Edit any HOS logs that are presented to you.

You are signed into Drive and the Planner view displays.

 

Sending and Receiving Messages

You can send messages to and receive messages from your dispatcher throughout the day.

Sending a Message

  1. To send a message, press the Main Menu icon and choose Messages, or press Messages on the Home screen.
  2. Place your cursor in the Enter Message box and use the keyboard to type your message. You can also press the Options menu and choose Compose New.
  3. To change the message from Normal to High priority, press the Priority icon and choose High. The icon displays red when the message is marked High priority. All the messages you send after setting the Priority to High will be marked as high priority until you change the Priority back to Normal or you exit Messages.
  4. Press the Send icon. Your message displays on the screen with the date and time it was sent. If you marked it high priority, a red exclamation mark displays with it.

Reading Received Messages

To read messages that you receive, simply scroll down the screen to see the message you want to read. Unread messages display as bold. When the message screen is viewed, all unread messages are marked as read.

 

Working on the Home Screen

Note: Depending on settings, some information and features may not be available.

If you have an active trip available or you have activated and opened a trip from the Planner view in Omnitracs Drive, the Map view displays with the stops on your trip showing on the map. You can zoom into and out of the map. You can also choose to see weather and traffic on the map.

Note: If a trip on your mobile device is modified by the dispatcher, a notification displays.

You can do a number of things while on the Home screen. In the Map view, you can see an overview of your trip, as well as zoom into it to see specific portions. In the Planner view, you can see a list of trips that are assigned to you and view the stops on those trips. You can also view your up-to-date Hours of Service Duty Status information and read your Messages.

To see the Main Menu, press the Main Menu icon. Choose the option with which you want to work.

To see Hours of Service information, press the duty status timer. The Hours of Service window displays. To see available Duty Status options, press the Current Status arrow. If you want to change your Duty Status, press the appropriate status and then Continue. Press ELD Activities to View Logs, Edit Logs, and add a Work Time Extension. To close the Hours of Service window, press the X icon.

When two workers are logged into Drive, both worker's Hours of Service information is available. Use the arrow icon to move the screen between the two worker's information. Only the Active worker's Hours of Service information can be changed. 

Note: You can pin an Hours of Service banner to the Home screen, simply press the pushpin icon. You may see your Hours of Service information as a tab. Tap the tab to see Hours of Service information.

To move to the next task on the trip, press the next task icon. The next task on your trip opens.

Note: Complete any Compliance tasks that display.

To see the map with your trip applied to it, press Maps. When you open a trip, the Home screen displays with Maps open.

To read and send messages, press Messages.

To proceed with your day, depending on where you are within your trip, press the first, next, or last stop of your trip on the map. The Circle of Service displays. You may also press the next task icon to proceed.

Note: You must have an active trip in order to move forward with your day.

The Circle of Service guides you through your trip. Depending on what type of stop you are servicing, the Circle of Service has different tasks available to perform.

 

Planning Your Day

Note: Depending on settings, some information and features may not be available.

After you have successfully signed in to Omnitracs Drive, if an active trip is not available, the Planner view displays. Any inactive trips assigned to you display with a gray dispatched icon in front of the trip information. From this view you can do many things, such as activate a trip, pause a trip, and check your Hours of Service Duty Status. From the Main Menu, you can access the Map view, view messages, documents, and Drive help, complete adhoc forms, as well as synchronize your trip and change your settings. You can also press Map or Messages at the top of the screen to see your trip on the map or to read messages.

Note: If a trip assigned to you is modified by the dispatcher, a notification displays on your mobile device.

Depending on the stage that a trip is in, you will see one of the following icons in front of each trip on the Planner screen:

planned.png Planned Trip - A planned trip for which you are assigned as the driver displays the Planned Trip icon. You must activate the trip before you are able to start it. 

 dispatched.pngDispatched Trip - A trip that is dispatched to you displays the Dispatched Trip icon. You must activate the trip before you are able to start it. 

offered.png Offered Trip - A trip that is tendered to you displays the Offered Trip icon. You must accept the trip before it can be activated. 

active.png Active - A trip that is activated is ready to be started and deliveries and pickups recorded. Only one trip can be active at a time. 

paused.png Paused Trip - A trip that has had service suspended displays the Paused Trip icon. You must resume the trip to make it active again. 

Completed.png Completed Trip - A trip on which all the stops have been serviced displays the Completed Trip icon.

  1. Press the Options menu next to the trip with which you want to work. Depending on the stage that the trip is in, the menu will contain some, but not all of the following options.

    Activate - Changes a planned or dispatched trip to active. Only active trips can be started or serviced. Only one trip can be active at a time.

    Accept - Changes an offered trip to a planned trip. You must then make the trip active before you can start or service stops.

    Map Image - Shows an image of the trip's course in Planner. You cannot press stops to open the circle of service from this screen, but you can zoom and move the map.

    View More - Shows a Summary of the trip. You can see appointment windows for deliveries and pickups, addresses, contacts, and a satellite view of the stop locations on the trip.

    Reject - Removes the trip from the device.

  2. To make the trip active, press Activate. Options that are available from the menu after a trip is activated include:

Open - Opens the Home screen in Map view and shows the trip with all the stops.

Pause - Pauses the trip and removes it from the Map view on the Home screen. You can only have one active trip at a time, so if you need to switch to another trip, you can pause the current active trip and activate another trip.

Resume - Resumes the trip that was previously paused and opens it in Map view on the Home screen.

Map Image - Shows an image of the trip path in Planner. You cannot press stops to open the circle of service from this screen, but you can zoom and move the map.

View More - Shows a Summary of the trip and summary of each stop. You can see appointment windows for deliveries and pickups, addresses, contacts, and a satellite view of the stop location.

Abandon - Removes the trip from the device and sets the status to Abandon in Omnitracs. You can only abandon active trips.

Complete - Removes the trip from the device and sets the status to Completed. This action does not complete the stops, it only completes the trip.

  1. Press the Options menu next to the active trip and choose Open to proceed with your trip. The Map view displays with the trip plotted on the map. You can also press a stop to open the Circle of Service for the stop.

Note: In Planner view, for each stop that displays on the trip, you can click the Options menu beside it and choose an action.

Open - Opens the Home screen and shows the Circle of Service, in Map view, for the stop.

Skip - Skips the stop and moves on to the next stop on the trip.

View More - Shows a Summary of the stop which includes the address, contacts, and a satellite view link for the stop location.

If you want to view your Hours of Service status, press the duty status timer. Your Current Status and hours of rest, driving, on duty, and time to violation information displays. Press ELD Activities to view or edit your ELD logs or to declare a Work Time Extension. Press the X to close the Hours of Service window.

 

 

Using the Map to See Your Trip

On the Home screen, the Map view shows you your trip on a road map. It also lets you view the current weather and traffic.

Map-Kabob.png To see the weather depicted on the map, press the Options menu and choose Map Features. Toggle Show Weather on or off. When set to On, the current weather displays on the map. When set to Off, the current weather does not display on the map.

Map-Kabob.png To see the traffic depicted on the map, press the Options menu and choose Map Features. Toggle Show Traffic on or off. When set to On, the current traffic displays on the map. When set to Off, the current traffic does not display on the map.

Map-Kabob.png To open navigation from the map, press the Options menu and choose Navigation. Your default navigation application displays your current location on the screen.

Press the + on the map to see icons that allow you to move around on the map, zoom in and out, center your location on the map, and add unplanned stops to your trip.

ZoomOut.png To zoom out to see more area at the center of the map, press the Zoom Out icon. You can also pinch your fingers together on the screen to zoom out.

ZoomIn.png To zoom in to see more detail at the center of the map, press the Zoom In icon. You can also push your fingers apart on the screen to zoom in.

Map-Center.png To zoom out and center the map, press the Expand icon.

Map-CenterZoomIn.png To zoom in and center your location on the map, press the Compass icon.

Map-AddUnplanned.png To add an unplanned stop to your trip, press the Add Unplanned Stop icon. Unplanned stops can range from an accident, rest break , or an illness, to a citation or breakdown. Unplanned stops are included in the list of tasks you may find within your Circle of Service.

 

Working with the Circle of Service

Note: Depending on settings, some information and features may not be available.

The Circle of Service guides you through your day. There are a few types of service, starting your tripservicing stops, and completing your trip. Depending on the type of service you are performing, you will have different tasks available in your Circle of Service. Along with your trip tasks, you can also see information about the stop you are working with and you can add additional tasks in your Circle of Service. The information here covers a typical Circle of Service.

Notes: Tasks may be named differently, depending on how your organization has them set up.
If you use navigation, each time you depart a stop your navigation application opens and provides directions. To return to Omnitracs Drive, use your mobile device's Back icon. You will only auto navigate if you are using ALK Copilot, Omnitracs Navigation, Google Maps, or Waze.

Finding Stop Information

To see information about the stop, press a stop on the map and then press Info. The stop's service window, address, contact info, and any notes or information is displayed. To display the stop on a satellite map, press Satellite View. The stop is indicated by a marker in the center of the map. Pinch in or out to see more or less detail. Press and drag to pan the map up, down, left, or right.

Adding Tasks Manually

To add a task manually from the Circle of Service, such as an unplanned stop to fuel up, press Add Task. Tasks that you can add manually can vary, depending on how your organization sets them up. Some examples of manually added tasks include Fuel, Photos, and Scale. Press the + icon beside the task you want to add. You can see tasks that are in progress or completed at the top of the screen. When you add a task, a number badge displays in the Add Task area of the Circle of Service. The color of the badge indicates if the task is in progress or completed.

Optional Tasks in Your Circle

When your trip is being planned, the dispatcher may add optional tasks to your Circle of Service, such as a fuel stop or a rest break. Optional tasks display as a gray section in your Circle of Service. If you prefer not to perform the task, it can be skipped.

Phases of Your Circle of Service

For information on what you see in the Circle of Service when you begin a trip, see Starting Your Trip.

For information on what you see in the Circle of Service while you are servicing the stops on your trip, see Servicing Stops on Your Trip.

For information on what you see in the Circle of Service when you are completing a trip, see Ending Your Trip.

 

Starting Your Trip

Note: Depending on settings, some information and features may not be available.

The Circle of Service guides you through your day. Depending on the type of service you are performing, you will have different tasks available in your Circle of Service. Along with your trip tasks, you can also see information about the stop you are working with and you can add additional tasks in your Circle of Service. The information below covers a typical Circle of Service for the first stop on your trip.

Notes: Tasks may be named differently, depending on how your organization has them set up.
If you use navigation, each time you depart a stop your navigation application opens and provides directions. To return to Omnitracs Drive, use your mobile device's Back button. You will only auto navigate if you are using ALK Copilot, Omnitracs Navigation, Google Maps, or Waze.

Starting the Trip

  1. Press the first stop on the map, press the next task icon, or choose Open from the Stop menu in Planner view, to open the Circle of Service.

Note: There may be optional tasks displayed in the Circle of Service. If you need to perform one at the stop, press the task to start it.

  1. Press Start to begin the trip.

Note: If you need to confirm the truck assigned to the trip, press Confirm on the Confirm Assigned Truck window. If you want to change the truck assigned, enter the truck's ID and press Confirm.

  1. To start the trip, press Yes on the Start window. Your current duty status displays.

Note: If you are not ready to start the trip, press No. Press Yes when you are ready to start the trip.

  1. To change your Duty Status, press the Change Driver HOS Duty Status to: arrow and choose your updated status from the options that display. If necessary, you can edit the HOS Log Notation.
  1. Press Done to complete the Start task. Your Circle of Service displays.

Completing a Pre-Trip Inspection

The Start section of the Circle of Service shows as complete and you are able to proceed to the next task on the trip. This task may be called something other than Pre-Trip Inspection, such as DVIR.

  1. Press Pre-Trip Inspection to open the Pre-Trip task.
  2. If an asset is assigned to the trip, it displays on the screen.

Notes: If an asset is not assigned to the trip or you need to change the asset, press the edit icon beside the asset. To remove the assigned asset, press the X beside the assigned asset. To add an asset, enter the Asset ID. Available assets display in the list and filter to your entry as characters are entered. Choose the + next to the asset you want to add. Add all assets and then press Continue. If the asset is not found in the list of available assets, you have the option to add it as an unverified asset. You must choose an asset type from the list for your unverified asset.

  1. If prompted, enter the current mileage for the asset.
  1. If prompted, press Yes to view the previous inspection. The Inspection Summary screen displays with information about who performed the inspection and when,, as well as the summary and defects found. Press X to close the Inspection Summary screen and return to the Pre-Trip screen.

Note: If you don't want to see the previous inspection, press No.

  1. For each inspection category, press the arrow to expand the available inspection points and check all points that apply, to indicate a defect. You can press the camera icon to attach a picture of the defect, You can also press the Note icon to attach a note to the defect. If pictures and/or notes are required, the icons display red. Required items must be included before you can complete the Pre-Trip task.
  1. If no defects were found, check the Confirm no defects were found box.
    If a defect is checked, you are prompted to verify that the asset is safe to operate. Press Yes.

Note: If the asset is not safe to operate, press No and contact the appropriate individuals.

  1. Press Sign to capture a signature.

Note: If you have already created a signature on this device, you can use a previous signature. Press Yes when prompted or press No to collect a new signature.

  1. Use your finger to sign your name on the screen.
  1. Press Continue to save your signature .

Note: To erase your signature and start again, press Clear. To close the signature box, press Cancel.

  1. Enter your name, using the keyboard, in the Name field that pops up.

Note: To return to the signature capture box, press Back.

  1. Press Done to save your name and return to the Pre-Trip screen.

The signature is displayed on the screen with your name, trip number, GPS location, and the date and time that the signature was captured.

  1. Press Done to complete the Pre-Trip task.

Note: To close the task without saving, press Cancel.

  1. Press the X at the top of the screen to close the Pre-Trip task. Your Circle of Service displays.

Departing the First Stop

The Pre-Trip section of the Circle of Service shows as complete and you are able to proceed to the next task in your Circle of Service.

  1. Press Depart to open the Depart task.
  2. Information for the next planned stop displays. Review the address, appointment time, and the estimated time of arrival. You can adjust the departure date and time, if necessary. You can also review your current HOS Duty Status.

To change the Departure Date, press the calendar icon and choose the correct date of departure.

To change the Departure Time, press the clock icon and choose the correct time of departure.

  1. To complete the Depart task, press Done. The Map view displays.

The first stop shows as complete on the map.

If you have Navigation set up with Drive, you will be re-directed to the Navigation application to get directions to the next stop.

After you have completed the Circle of Service for starting a trip, you are ready to move on and service the stops on your trip.

Phases of Your Circle of Service

For information about finding stop information, manually adding tasks, and optional tasks in your Circle of Service, see Working with the Circle of Service.

For information on what you see in the Circle of Service while you are servicing the stops on your trip, see Servicing Stops on Your Trip.

For information on what you see in the Circle of Service when you are complete a trip, see Ending Your Trip.

 

 

Servicing Stops on Your Trip

The Circle of Service guides you through servicing your stops. Depending on the type of service you are performing, you will have different tasks available in your Circle of Service. Along with your trip tasks, you can also see information about the stop you are working with and you can add additional tasks in your Circle of Service. The information below covers a typical Circle of Service for the service stops on your trip.

Notes: Tasks may be named differently, depending on how your organization has them set up.
If you use navigation, each time you depart a stop your navigation application opens and provides directions. To return to Omnitracs Drive, use your mobile device's Back button. You will only auto navigate if you are using ALK Copilot, Omnitracs Navigation, Google Maps, or Waze.

Arriving Stops on the Trip

After you have completed the Circle of Service for starting a trip, you are ready to move on and service the stops on your trip.

Note: If multiple stops are close together on the map, the number of stops in that area displays, rather than each individual stop. Press the number and the map zooms in to display the individual stops.

  1. Press the next stop on the map. The Circle of Service for servicing a stop displays.

Note: There may be optional tasks displayed in the Circle of Service. If you need to perform one at the stop, press the task to start it.

  1. Press Arrive to open the Arrive task for this stop.

Note: You can use the next task icon to move to the next stop and the Arrive window displays automatically.

  1. On the Arrive screen, confirm the stop's arrival date and time. You will also see your current duty status.

To change the Arrival Date, press the calendar icon and choose the correct date of arrival.

To change the Arrival Time, press the clock icon and choose the correct time of arrival.

To change your Duty Status, press the Change Driver HOS Duty Status to: arrow and choose your updated status from the options that display. If necessary, you can edit the HOS Log Notation.

  1. To complete the Arrive task, press Done. Your Circle of Service displays.

The Arrive section of the Circle of Service shows as complete and you are able to proceed to the next section.

Delivering and Picking Up Orders on the Trip

If you have orders on your trip, the Delivery/Pickup section is available once the Arrive task is complete.

  1. Press Delivery/Pickup to open the task for this stop. A list of orders displays on the Delivery/Pickup window.
  2. Scan or enter an order number. To take a picture of the barcode, press the Barcode icon and center the barcode in the picture. Drive will take the picture and return the barcode to the order number field. The order is found in your list of orders.

Note: If the order number is not found in your list of orders you can choose to add it as a new order.

  1. Press the arrow next to the order number to see the possible actions that can be performed for the order.

Note: Some actions may not display or may be grayed out. Required actions display in red.

To expand the line item information, press the List icon. The list of items displays for the order. If your organization does not use line items, you will not use this feature.

To add a note to this order, press the Note icon. Place the cursor in the Note field and use the keyboard to type the note. If you use speech-to-text, you can speak the note and Drive will type it into the note field. Press OK and the note displays on the screen. Press Add if you want to add another note or Close to return to the Delivery/Pickup window. The Note icon displays with a badge that indicates how many notes are included with the order.

To add a photo to this order, press the Camera icon. If you want to take a new picture, choose Camera. Take the picture. Press OK to return to Drive. Press Retry to clear the initial picture and take another one. You may be able to choose a picture that already exists from the Gallery. Press the Photo icon if you want to add another photo or the X to return to the Delivery/Pickup window. The Camera icon displays with a badge that indicates how many photos are included with the order.

To add a document to this order, press the Document icon. Your mobile device's camera opens. Drive will take the photo automatically if it detects a rectangle shape in the preview. Follow any instructions you might see, such as get closer or hold still. If it doesn't automatically take the photo, you can press the spinning circle button to take the picture manually. Once a picture is taken, press Scan and then OK. Press Add if you want to add another document or X to return to the Delivery/Pickup window. The Document icon displays with a badge that indicates how many documents are included with the order.

To add an Overage, Shortage, or Damaged item to this order, press the Alert icon. Press the Select Type arrow and choose what you are adding: Shortage, Overage, Damaged, or Other. Press the appropriate icon to add a note or take a picture. Add as many notes or pictures as needed and then press OK. Press Add if you want to add another OS&D to the stop or Close to return to the Delivery/Pickup window .

Note: You may be required to include a note or photo with the OS&D. Icons for required actions display in red. You cannot continue with the Delivery/Pickup until all required actions are completed.

To see details about the order such as the quantity, price, tax, weight, etc., press the Options menu. An edit icon displays next to any information that you can change.

  1. If you have line items, with the line item information displayed, press the Scan/Enter item # field. Scan or enter an item number. To take a picture of the barcode, press the Barcode icon and center the barcode in the picture. Drive will take the picture and return the barcode to the item number field. Press the Search icon. When the item is found, the item box is checked in your list.

Notes: You can add an action to the item, press the arrow and choose the appropriate action icon.
You can check the box next to the order number to have all the items in the list checked at one time.

  1. To complete the Delivery/Pickup task, press Done. Your Circle of Service displays.

The Delivery/pickup section of the Circle of Service shows as complete, with the number of orders that are completed and the total number of orders for the stop. You are able to proceed to the next section.

Review & Signoff

Once you have delivered or pick up all the orders for a stop, you may need to have a customer sign for the delivery/pickup or you may need to mark that the delivery/pickup was refused or dropped somewhere at the location. If you have a Review & Signoff section, it will be available once the Delivery/Pickup section of the Circle of Service is completed.

  1. Press Review & Signoff to open the task. The order number(s) with which you are working displays.
  2. Press the arrow beside it to see and use the actions available for the order and items.
  3. Press the Acceptance Type arrow and choose how the service is being finalized, if you are getting a customer signature, if the customer refused delivery, or another result. Depending on what you choose, you may need to have the customer accept and sign for the delivery/pickup or you may need to enter a note as to why the service was finalized in the chosen manner.
  4. To complete the Review & Signoff task, press Done. Your Circle of Service displays.

The Review & Signoff section of the Circle of Service shows as complete, with the number of orders that are finalized and the total number of orders for the stop. You are able to proceed to the next section.

Departing Stops on the Trip

Once you have delivered a stop, you must depart it. The Depart section is available once all the other tasks for the stop are complete.

  1. Press Depart to open the Depart task.
  1. To rate the stop from 1, the lowest score, to 5, the highest, press the Star icon that represents your rating. Once you rate the stop, you can add a comment about your rating.
  1. On the Depart screen, you can review the address, appointment time, and the estimated time of arrival of the next stop on your trip. You can adjust the departure date and time, if necessary, You can also review your current HOS Duty Status.

To change the Departure Date, press the calendar icon and choose the correct date of departure.

To change the Departure Time, press the clock icon and choose the correct time of departure.

  1. To complete the Depart task, press Done. The Map view displays.

Continue to Arrive and Depart all the delivery and pick up stops on your trip.

Notes: If you attempt to navigate to the next stop without completing it, you will be prompted to complete the stop. 
If you proceed without completing the previous stop, the next stop will not be auto-arrived.

Phases of Your Circle of Service

For information about finding stop information, manually adding tasks, and optional tasks in your Circle of Service, see Working with the Circle of Service.

For information on what you see in the Circle of Service when you begin a trip, see Starting Your Trip.

For information on what you see in the Circle of Service when you are complete a trip, see Ending Your Trip.

 

Ending Your Trip

The Circle of Service guides you through your day. There are a few types of service, starting your trip, servicing stops, and completing your trip. Depending on the type of service you are performing, you will have different tasks available in your Circle of Service. Along with your trip tasks, you can also see information about the stop you are working with and you can add additional tasks in your Circle of Service. The information below covers a typical Circle of Service.

Notes: Tasks may be named differently, depending on how your organization has them set up.
If you use navigation, each time you depart a stop your navigation application opens and provides directions. To return to Omnitracs Drive, use your mobile device's Back button. You will only auto navigate if you are using ALK Copilot, Omnitracs Navigation, Google Maps, or Waze.

Completing the Trip

After you have completed all the stops on your trip and you are ready to finalize the trip, press the last stop on the map. The Circle of Service for completing the trip displays. If your destination is also the last delivery/pickup stop on your trip, you may have a delivery/pickup task to complete before you can perform a Post-Trip or End Trip task.

  1. Press Arrive to open the Arrive task for the last stop.
  1. On the Arrive screen, you can confirm the stop's arrival date and time, as well as your current duty status.

To change the Arrival Date, press the calendar icon and choose the correct date of arrival.

To change the Arrival Time, press the clock icon and choose the correct time of arrival.

To change your Duty Status, press the Change Driver HOS Duty Status to: arrow and choose your updated status from the options that display. If necessary, you can edit the HOS Log Notation.

  1. To complete the Arrive task, press Done. Your Circle of Service displays.

Completing the Post-Trip Inspection

The Arrive section of the Circle of Service for the last stop on your trip shows as complete and you are able to proceed to the post-trip inspection. If the last stop on your trip is your destination, you may have Delivery/Pickup and Review & Signoff tasks to complete before completing the Post-Trip Inspection task. The Post-Trip Inspection task may be called something different, such as DVIR.

  1. Press Post-Trip Inspection to open the task.
  1. If an asset is assigned to the trip, it displays on the screen.

Notes: If an asset is not assigned to the trip or you need to change the asset, press the edit icon beside the asset. To remove the assigned asset, press the X beside the assigned asset. To add an asset, enter the Asset ID. Available assets display in the list and filter to your entry as characters are entered. Pressthe + next to the asset you want to add. Add all assets and then press Continue. If the asset is not found in the list of available assets, you have the option to add it as an unverified asset. You must choose an asset type from the list for your unverified asset.

  1. If prompted, enter the current mileage for the asset.

  2. If prompted, press Yes to view the previous inspection. The Inspection Summary screen displays with information about who performed the inspection and when,, as well as the summary and defects found. Press X to close the Inspection Summary screen and return to the Post-Trip screen.

Note: If you don't want to see the previous inspection, press No.

  1. For each inspection category, press the arrow to expand the available inspection points and check all points that apply, to indicate a defect. You can press the camera icon to attach a picture of the defect, You can also press the Note icon to attach a note to the defect. If pictures and/or notes are required, the icons display red. Required items must be included before you can complete the Post-Trip task.

  2. If no defects were found, check the Confirm no defects were found box. If a defect is checked, you are prompted to verify that the asset is safe to operate. Press Yes.

Note: If the asset is not safe to operate, press No and contact the appropriate individuals.

  1. Press Yes to use a previous signature. The previous signature displays with an updated GPS location, date, and time.

Note: Press No if you want to collect a new signature. Use your finger to sign your name on the screen and press Continue to save your new signature.

  1. Press Done to complete and close the Post-Trip Inspection task. Your Circle of Service displays.

Ending the Trip

  1. Press End Trip to open the End task.

  2. To rate the stop from 1, the lowest score, to 5, the highest, press the Star icon that represents your rating. Once you rate the stop, you can add a comment about your rating.

  3. To change your Duty Status, press the Change Driver HOS Duty Status to: arrow and choose your updated status from the options that display. If necessary, you can edit the HOS Log Notation.

  4. To complete the End task, press Done. The trip is completed and you are returned to the Planner screen.

Phases of Your Circle of Service

For information about finding stop information, manually adding tasks, and optional tasks in your Circle of Service, see Working with the Circle of Service.

For information on what you see in the Circle of Service when you begin a trip, see Starting Your Trip.

For information on what you see in the Circle of Service while you are servicing the stops on your trip, see Servicing Stops on Your Trip.

 

Signing Out of Omnitracs Drive

  1. Press Main Menu.
  2. Press Sign Out.
  3. Complete any Compliance tasks that display.

You are signed out of Drive.

 

Tasks in the Circle of Service

Note: Depending on settings, some information and features may not be available.

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.

 

 

  • Was this article helpful?