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Omnitracs Knowledge Base

Omnitracs Mobile Manager User Manual

Omnitracs Mobile Manager lets you monitor fleet activity on your mobile device while you move around the office and warehouse. You can quickly find out what equipment is being used on each route and which workers have bad driving habits, such as harsh breaking or speeding. Information is available on Routes, Equipment, Workers, Exceptions, Unassigned Orders, and Cancelled Orders.

The Overview dashboard gives you a quick glance at each category of information. Press the arrow next to the category for which you want to see more information.

The Routes card shows the number of pending, in progress, suspended and completed routes. The Routes screen shows you a list of the current routes in a region. You can filter the list to show a specific route, routes with equipment in a specific motion state, even routes for selected session dates. You can press on a route to see further details about it, such as the route state, session date, start time, and number of unacknowledged exceptions. You can also view the stops on the route and segments of the route.

The Exceptions card shows the exception state, number of unacknowledged vs. acknowledged exceptions, and the breakdown for the unacknowledged exceptions. The Exceptions screen shows you exceptions that have occurred across all the routes in the region. You can filter the list to show exceptions for a specific worker, a specific piece of equipment, a specific route, a specific exception, and for routes based on if exceptions are acknowledged or not.

The Cancelled Orders card shows the number of cancelled orders on in-progress routes listed as pickups and deliveries and who or how the order was cancelled, driver vs dispatcher. The Cancelled Orders screen shows you orders that have been cancelled by a worker. You can filter the list to show cancelled orders within a specified cancellation time period.

The Order Status card shows the number of orders that have a status of dispatched, serviced, or other and what type of orders they are: pickup, delivery, pickup and delivery, or transfer orders. The Order Status Status screen allows you to see live and historical information about your orders, After searching for your order you can view details about the order, including delivery information.

The Unassigned Orders card shows delivery vs. pick-up order type.  A badge indicator displays when new unassigned orders are created. The Unassigned Orders screen shows you the orders that have not been assigned to a route. You can filter the list to show unassigned orders within a specific begin and end date period and for a specific order type.

The Workers card shows the number of workers on an active route vs. those that are not.  If you use Compliance, worker duty status displays. The Workers screen shows you the list of workers in the region. You can filter the list to show a specific worker or only workers who have a route in progress.

The Equipment card shows the number of equipment in use vs. available and the motion state of equipment: idling, stopped, in motion, no GPS status. The Equipment screen shows you the list of equipment in the region. You can filter the list to show a specific piece of equipment, specific type of equipment, or equipment in a specific motion state.

To change what is seen on the Overview dashboard, tap the settings icon and then tap the Enable Cards and Charts arrow. Toggle the categories and/or specific information on or off, depending on which ones you want to see or do not want to see. Press Apply to update the Overview dashboard. Enable All will toggle all categories and specific information on or off all at one time.

Note: The information that displays on the dashboard is based on the business unit, regions, and depots you chose when logging into Mobile Manager. Only information for routes and exceptions is based on the depot selection. All other information is based on the region selection.

Starting Mobile Manager

Before you can start using Mobile Manager, you need to log in.

1. Enter your e-mail.

2. Enter your password.

Notes: Use the same e-mail and password that you use when you log into Omnitracs.
Turn on Remember Email if you want Mobile Manager to remember your login e-mail.

3. Press Login. The Region Context screen displays.

4. Verify that the Business Unit and Region are correct.

To change the Business Unit, press the Business Unit field. A list of business units displays. Choose the Business Unit for which you want to view information.

To change the Region, press the Region field. A list of regions displays. Choose the Region for which you want to view information. To choose all regions, press All. To choose one or more specific regions, press the regions for which you want to see information. A check displays in the circle of the chosen region(s). Press Apply.

Note: If your company uses region hierarchy, press the arrow to the right of a level to see the levels below it. Press the circle to the left of a level to place a check in the circle. Any levels below it are also checked. Press Apply and information for that level and all the levels below it display in Mobile Manager.

To change the Depot, press the Depot field. A list of depots displays. Choose the Depot for which you want to view information. To choose all depots, press All. To choose one or more specific depots, press the depot for which you want to see information. A check displays in the circle of the chosen depot(s). Press Apply.

Note: Only information for routes and exceptions is based on the depot selection. Other information is based on the region selection.

5. Press Apply to complete the log in.

Mobile Manager Settings

The Settings screen in Mobile Manager allows you to see important information about the application and your mobile device, change the region you are working in, report problems with the application, customize your dashboard, access the help, and much more.

To display the Settings screen, tap the options icon.

To log out of Mobile Manager, tap Logout.

To report a problem with the application, tap Report Issue. Choose the email application on your device that you want to Share the log with so that it can be sent to Omnitracs. An email message opens with the To and From address populated and the log attached to the message. Enter a description of the problem in the body of the message. Press Send to send the message to Omnitracs.

To help Omnitracs improve the Help and training for Mobile Manager, ensure that Enable User Analytics is On. This will allow Omnitracs to see how you use the application and identify what screens are used most frequently. If you turn this off, Omnitracs will not gather information on how you use Mobile Manager. By disabling access to User Analytics, your access to interactive help functionality will be limited.

To change the region you are working with, tap Change Region Context. Tap the Region arrow to see a list of regions. Tap the region(s) for which you want to see information. You can view information for multiple regions at the same time. You can also choose to view All regions. When you choose a region, a check displays beside the region. Tap Apply to save your changes.

Note: If you have permission, you can change the Business Unit you are working with, before you change the region. Tap the Business Unit arrow and then tap the business unit for which you want to see information. You can only work with one business unit at a time.

To personalize the dashboard that you see when you start Mobile Manager, tap the Enable cards and charts arrow. On the Enable cards and charts screen, toggle the categories and/or specific information on or off, depending on which ones you want to see or do not want to see. Press Apply to update the Overview dashboard. Enable All will toggle all categories and all specific information on or off at the same time.

Note: The information that displays on the dashboard is based on the business unit, regions, and depots you chose when logging into Mobile Manager. Only information for routes and exceptions is based on the depot selection. All other information is based on the region selection.

To check your environment and server information, tap About. The Environment and Server are listed on the page.

To change the page that displays when you log into Mobile Manager, tap the Default page arrow. On the Default page screen, tap the topic in the list that you want to automatically open each time you log in.

To access the Mobile Manager Help, tap Help. The browser you use on your mobile device opens to the Mobile Manager User Manual. Press Back to return to the previous screen.

To view the Omnitracs privacy policy, tap Privacy Policy. The browser you use on your mobile device opens to the Omnitracs Privacy Policy - the Americas (excluding International) page. To return to Mobile Manager, press the back button on your device.

Reviewing Your Routes

The Routes screen lets you quickly see how your routes are doing for the day. You can press on a route to see further details about it. The following information displays on the Routes screen:

Motion State - Circle color indicates the current state of motion for the equipment to which the route is assigned. Colors include: Green — In motion, Red — Stopped, Yellow — Idling, and Gray — Unknown or Inactive.

Route ID - Unique ID of the route.

Route Description - Description of the route.

Session Date - Session Date for the route.

Completed Stops - Number of completed stops on the route versus the total number of planned stops for the route.

Route State - The icon indicates the current state of the route, which can include arrived, completed, delayed, traveling, and more.

Primary Worker - Last and first name of the worker running the route.

Primary Equipment - Unique ID of the equipment assigned to the route.

If there is a contact number available for the worker and a call can be placed, the Phone icon displays. Press the icon and the phone dialer displays. Press call to have your mobile device call the worker's device.

To see details about a route, press the route for which you want to see information. Information about the route, such as route state, session date, start time, and number of unacknowledged exceptions, displays on the screen. From this screen, you can choose to view the stops on the route, exceptions attributed to the route, and a map of the stops on the route.

To sort the routes list, press the sort by field at the top of the screen and choose which information you want the list sorted by. If necessary, press Done. The list sorts by the chosen field. Press the Ascending/Descending arrow to switch between ascending and descending order.

To filter the routes list to see information for a specific route, press the Filter icon and enter the ID or description of the route for which you want to view information. Press Apply to update the list.

To filter the routes list to see information for routes that are in progress, press the Filter icon and toggle Current Routes on to display all current routes. Press Apply to update the list.

To see routes for a specific session date, press the Filter icon, toggle Current Routes off, and enter the Session Date of the route for which you want to view information. Press Apply to update the list.

To filter the routes list to see information for equipment in a specific motion state, press the Filter icon and toggle the motion states on or off, depending on which ones you want to see or do not want to see. Press Apply to update the list.

To filter the routes list to see information for routes that are in a specific route state, press the Filter icon and toggle the route states on or off, depending on which ones you want to see or do not want to see. Press Apply to update the list.

Note: You can use more than one filter at the same time. Only information that matches all of your criteria will be included. Press Apply to update the list.

Details About a Route

The route details screen lets you quickly see information about a specific route in your region. The following information displays on the route details screen:

Route ID - Unique ID of the route.

Route Description - Description of the route.

State - Current state of the route, such as Completed or Active.

Session Date - Session Date for the route.

Start Time - Date and time when the route starts or started.

Departure Time - Date and time when the route departs or departed the origin.

Equipment - Unique ID of the equipment assigned to the route.

Workers - Last and first name of the worker running the route.

From this screen, you can see how many stops are competed versus the total planned stops for the route and how many exceptions are unacknowledged versus how many exceptions exist for the route.

Click on the appropriate option to view the stops on the routeexceptions attributed to the route, or to see a map that shows the route and the equipment's current position.

You can also navigate to the equipment's current position using directions from Google Maps on your mobile device.

Note: If you do not have Google Maps installed on your device, you will see the location, but you will not get turn-by-turn directions.

Reviewing Segments of a Route

The segment screen lets you quickly see information about the segments on a specific route. The route information can be viewed as a segment list with basic information or as a stop list that contains detailed information.

In the list, pending segment times are displayed in italics.

The details shown about the route include:

Route ID - Unique ID of the route.

Route Description - Description of the route.

Session Date - Session Date for the route.

Route State - The icon indicates the current state of the route, which can include arrived, completed, delayed, traveling, and more.

The details shown about the stops depend on the type of stops and the information available. The segment information that you see includes information such as:

  • the distance between stops,
  • the sequence number of the stop,
  • the time of the stop,
  • the amount of time spent traveling,
  • the time spent at a stop.

If there is a contact number available for the worker and a call can be placed, the Phone icon displays. Press the icon and the phone dialer displays. Press call to have your mobile device call the worker's device.

To see information about stops on the route, press View Stops. The stops screen displays with information about the stops on the route.

Reviewing Stops on a Route

The stops screen lets you quickly see information about the stops on a specific route in your region. The stops on the route display in order of stop sequence. The information can be viewed as a segment list with basic information or as a stop list that contains more information.

In the list, pending stop times are shown in italic while current and completed stop times show in bold. Stops that are on time, both projected and done, display times in black. Early stops, both projected and done, display times in green. Late stops, both projected and done, display times in red.

The details shown about the route include:

Route ID - Unique ID of the route.

Route Description - Description of the route.

Session Date - Session Date for the route.

Route State - The icon indicates the current state of the route, which can include arrived, completed, delayed, traveling, and more.

 

The details shown about the stops depend on the type of stops and the information available, but they might include:

Stop Duration - Time that it took to service the stop.

Stop ID - Unique ID of the stop.

Stop Description - Description of the stop.

Stop Location - Location of the stop.

Start - Depart Time - Date and time when the worker arrived and departed the stop.

Idle Time - Amount of time that the engine idled at the stop.

Diversion Stop - Amount of time spent at the diversion stop excluding idle time.

Restricted Stop - Amount of time spent at the restricted location excluding idle time.

 

If there is a contact number available for the worker and a call can be placed, the Phone icon displays. Press the icon and the phone dialer displays. Press call to have your mobile device call the worker's device.

To see information about specific pieces of the route — such as when the route was started, how long the worker took to get to a stop, how long the stop took to service, and more, press View Segment. The segments screen for the route displays with information on the movements of the route.

To see details about a specific stop on the route, tap the stop. The stop details screen displays with information on the location of the stop, stop type, instructions for the stop, and duration. You can also use Suggest Route to choose a different route to place the stop on.

Reviewing Details About a Stop

The stop details screen lets you see information about a specific stop on a route and allows you to see suggestions for changing the route that the stop is on.

Pending stop times are shown in italic while current and completed stop times show in bold. Stops that are on time, both projected and done, display times in black. Early stops, both projected and done, display times in green. Late stops, both projected and done, display times in red.

The details shown about the route and stop include:

Route ID - Unique ID of the route.

Route Description - Description of the route.

Session Date - Session Date for the route.

Route State - The icon indicates the current state of the route, which can include arrived, completed, delayed, traveling, and more.

The details shown about the stop depends on the type of stop and the information available, but they might include:

Stop ID - Unique ID of the stop.

Stop Description - Description of the stop.

Stop Location - Location of the stop.

Start - Depart Time - Date and time when the worker arrived and departed the stop.

Stop Type - Type of stop, such as Delivery or Pickup.

Stop Duration - Time that it took to service the stop.

If there is a contact number available for the worker and a call can be placed, the Phone icon displays. Press the icon and the phone dialer displays. Press call to have your mobile device call the worker's device.

To remove a stop from a route, tap Remove this Stop. Turn the appropriate option on if you want to unassign orders and have them placed in the Unassigned list and/or leave product quantities for the removed stop to remain on the vehicle and count toward the vehicle's capacity and available quantities. Tap Remove to remove the stop from the route.

To see other routes that this stop could be placed on, tap Suggest Route. Review the additional cost, time, and distance information and choose a route that you want to add the stop to. Tap the route and choose Move or View Route Details. Move assigns the stop to the route your chose. View Route Details displays information for the route your chose.

Showing a Route on the Map

The maps screen lets you quickly see where on the map a piece of equipment is, what path the worker took to a stop, which stops have been completed, and which stops are still pending.

A stop's color and shape on the map represent the following:

Completed - Circle
Pending - Square
Blue - On Time
Green - Early
Red - Late

Notes: The stop's sequence number displays inside the blue square or circle.

Unknown stops that cannot be sequenced display with a question mark.

Planned Route Path - Thin Blue Line
Remaining Path - Thick Blue Line
Actual Path - Thin Black Line
GPS History - Green Dots

The truck icon represents the current position and status of the route.

To see specific information about the piece of equipment and worker or the stop or depot, tap the piece of equipment or stop on the map.

To see where the equipment is located, press the crosshairs icon at the top of the page. Mobile Manager zooms in to the current location of the equipment on the map.

To see what the icons on the map mean, view the map legend. Press the question mark icon at the top of the page. The legend shows the icons that might display on the map and what they mean.

  

Removing a Stop From a Route

Mobile Manager lets you remove a stop from a dispatch route, such as when an order is cancelled or if a driver cannot visit a service location as planned. When you remove a stop, you can choose to have the order moved to the Unassigneds list and the product quantities counted toward the vehicle capacity and available quantities.

When you tap Remove This Stop on the stop details screen, options display so you can define how the order and product quantities are handled once the stop is removed.

  • To have the order for the removed stop moved to the Unassigneds list so it can be reassigned to another route, turn on Unassign the orders. If you do not turn this option on, the order on the stop being removed will not be moved to the Unassigneds list and will not be available to reassign to another route.
  • If the product quantities for the order being removed from the route are still present on the delivery vehicle, turn on Order quantities are still on a Vehicle. When this option is on, the product quantities for the removed order remain on the vehicle, counting toward the vehicle's capacity and available quantities.

Tap Remove. The stop is removed from the route. How the order and product quantities are handled is based on how you set the options. The Stops list for the route displays and the stop you removed is marked as cancelled.

Tap the Back arrow to return to the previous screen.

Moving a Stop to Another Route

Whether a route becomes inefficient due to rush hour traffic or you have unassigned orders that need to be added to a route, you can have your routes analyzed and changes suggested, to keep everything on time. Suggest Route allows Omnitracs to evaluate your routes and provide suggestions as to where a stop fits best, if you choose to move it.

When you tap Suggest Route on the stop details screen, the Select a Route screen displays with a list of routes in the region that the stop can be placed on. The additional cost, time, and distance are calculated for each suggestion to help you decide which move would be most efficient.

Tap the route for which you want to see more information.

Tap Move and the stop is cancelled on the existing route and added to the chosen route.

Tap View Route Details to see more information about the chosen route. Tap the Back arrow to return to the Select a Route screen.

Tap the Back arrow to return to the previous screen.

Reviewing Your Equipment

The Equipment screen shows you the list of equipment in the region. The following information displays on the Equipment screen:

Motion State - Circle color indicates the current state of motion for the equipment. The color of the circle indicates Colors include: Green — In motion, Red — Stopped, Yellow — Idling, and Gray — Unknown or Inactive.

Equipment ID - The unique ID of the equipment.

Equipment Description - The description of the equipment.

Equipment Type - The ID and description of the equipment type assigned to the equipment.

Route State  - The icon indicates the current state of the route, which can include arrived, completed, delayed, traveling, and more. A gray truck front displays if there is no route assigned to the equipment.  

Current Route - Route ID for the route assigned to the equipment. N/A displays if there is no route assigned to the equipment.

Current Worker - Worker ID for the worker assigned to the equipment. N/A displays if there is no worker assigned to the equipment.

If there is a contact number available for the worker and a call can be placed, the Phone icon displays. Press the icon and the phone dialer displays. Press call to have your mobile device call the worker's device.

To sort the equipment list, press the sort by field at the top of the screen and choose which information you want the list sorted by. If necessary, press Done. The list sorts by the chosen field. Press the Ascending/Descending arrow to switch between ascending and descending order.

To filter the equipment list to see information for a specific piece of equipment, press the Filter icon and enter the ID or description of the equipment for which you want to view information. Press Apply to update the list.

To filter the equipment list to see information for a specific type of equipment, press the Filter icon and toggle equipment types on or off, depending on which ones you want to see or do not want to see. Press Apply to update the list.

To filter the equipment list to see information for equipment in a specific motion state, press the Filter icon and toggle the motion states on or off, depending on which ones you want to see or do not want to see. Press Apply to update the list.

Note: You can use more than one filter at the same time. Only information that matches all of your criteria will be included. Press Apply to update the list.

To see all the equipment in the list on a map, press the fleet map icon. You can view all the equipment or you can filter the equipment list and then press the icon to see just the filtered list on the map. The color of the equipment on the map corresponds to the equipment's current state of motion: Green — In motion, Red — Stopped, Yellow — Idling, and Gray — Unknown or Inactive. Clusters of equipment display as a large circle and the number of pieces of equipment in the cluster. Tap the circle to see a list of equipment that make up the cluster or zoom in to see the equipment individually. Tap the individual piece of equipment to get directions to its current position using Google Maps on your mobile device.

Notes: If you do not have Google Maps installed on your device, you will see the location, but you will not get turn-by-turn directions.
When all equipment in the list have no last known position, you are unable to map your fleet.

Details About Your Equipment

The equipment details screen lets you quickly see information about a specific piece of equipment when the equipment is not assigned to a route.

The following information displays on the equipment details screen when the equipment is without a route:

Equipment ID - The unique ID of the equipment.

Equipment Description - The description of the equipment.

Equipment Type - The ID and description of the equipment type assigned to the equipment.

Motion State - Current state of motion for the equipment. Motions States include: In motion, Stopped, Idling, and Unknown or Inactive.

 

Click Show on Map to see a map with the last known position of the equipment.

Click Navigate to Vehicle to get directions to the equipment's current position using Google Maps on your mobile device.

Notes: If you do not have Google Maps installed on your device, you will see the location, but you will not get turn-by-turn directions.
If there is no position data for the equipment, these options do not display.

If the equipment has a route assigned, the route details screen displays.

Finding Your Workers

The Workers screen shows you the list of workers in the region. The following information displays on the Worker screen:

Motion State - Circle color indicates the current state of motion for the equipment the worker is using to run the route. Colors include: Green — In motion, Red — Stopped, Yellow — Idling, and Gray — Unknown or Inactive.

Worker ID - The unique identifier of the worker.

Worker Name - The full name of the worker.

Duty Status - The worker's duty status displays stating if the worker is on- or off-duty, and how much duty time is left before the worker is required to take a break. This information is only available for Compliance customers.

Route State - The icon indicates the current state of the route, which can include arrived, completed, delayed, traveling, and more. A gray silhouette displays if there is no route assigned to the worker.

Current Route - Route ID for route assigned to the worker. N/A displays if there is no route assigned to the worker.

Current Equipment - Equipment ID for the equipment assigned to the worker. N/A displays if there is no equipment assigned to the worker.

If there is a contact number available for the worker and a call can be placed, the Phone icon displays. Press the icon and the phone dialer displays. Press call to have your mobile device call the worker's device.

Note: If you are using Omnitracs Mobile Manager for iOS, you must swipe the screen to the left to call the worker.

To sort the workers list, press the sort by field at the top of the screen and choose which information you want the list sorted by. If necessary, press Done. The list sorts by the chosen field. Press the Ascending/Descending arrow to switch between ascending and descending order.

To see details about a worker, press the worker for which you want to see information. Information about the worker, such as the Last HOS Update, Total Drive Time, Total Off-Duty Time, Drive Time Left, and Duty Time Left displays. Hours of Service information is only available for Compliance customers.

To filter the worker list to see information for a specific worker, press the Filter icon and enter the Worker ID, First Name, or Last Name, of the worker for which you want to view information. Press Apply to update the list.

To filter the workers list to see only workers on active routes or only workers not on active routes, press the Filter icon and under Exclude Workers, toggle the options On or Off as appropriate: On Active Routes and Not on Active Routes. Leave both toggles off to include all workers. Press Apply to update the list.

To filter the workers list to see information for a specific duty status, press the Filter icon and toggle each duty status on or off, depending on if you want to include it in the Workers list. Press Apply to update the information on the Workers screen. This information is only available for Compliance customers.

Note: You can use more than one filter at the same time. Only information that matches all of your criteria will be included. Press Apply to update the list.

Reviewing Your Cancelled Orders

The Cancelled Orders screen shows you the list of orders that have been cancelled in the region. The following information displays on the Cancelled Orders screen:

Order ID - The Unique ID of the order.

Date - The date the order was cancelled.

Delivery or Pickup - The type of service that was planned for the order.

Route ID - The ID of the route which the cancelled order was assigned.

Worker - The worker that cancelled the order.

Cancellation Time - The date and time the order was cancelled

Order Cancel Reason - The reason the worker cancelled the order.

Service Location ID and Description - The ID and description of the service location for which the order was cancelled

Service Location Address - The address of the service location for which the order was cancelled.

If there is a contact number available for the worker or the service location and your mobile device can make a phone call, the Phone icon displays. Press the icon and choose which number you want to call. The phone dialer displays. Press the call icon to have your mobile device call the number.

The cancelled order list is sorted by the Cancelled Time. You can switch between ascending and descending order by pressing the Ascending/Descending icon.

To filter the cancelled order list to see information within a specific time period, press the Filter icon and enter the order's cancellation begin and end dates for which you want to view information. Press Apply to update the list.

To filter the cancelled order list to see information based on who cancelled the order, press the Filter icon and then toggle each cancel source on or off, depending on what you want to include in the cancelled orders list. Press Apply to update the information on the Cancelled Orders screen

To filter the cancelled order list to see information based on the cancelled reason code assigned to the order/stop, press the Filter icon and then press the arrow next to Order Cancel Reason Codes or Stop Cancel Reason Codes. To see all cancelled orders/stops in the list, toggle Select All on; all reason codes are selected. To see orders/stops assigned to a specific reason code, toggle Select All off, and then turn on all the reason codes that you want to view information for. Press Apply to update the information on the Cancelled Order screen.

Reviewing Your Unassigned Orders

The Unassigned Orders screen shows you the list of orders in the region that have not been assigned to a route. The following information displays on the Unassigned Orders screen:

Order ID - The Unique ID of the unassigned order.

Date - The begin date for the unassigned order.

Order Type - The type of service that was planned for the unassigned order.

Service Location ID and Description - The ID and description of the service location for which the unassigned order was created.

Service Location Address - The address of the service location for which the unassigned order was created.

To see details about the unassigned order, have Mobile Manager suggest a route, or to manually assign a route, press the unassigned order with which you want to work. The unassigned order details screen displays.

If there is a contact number available for the service location and your mobile device can make a phone call, the Phone icon displays. Press the icon and choose which number you want to call. The phone dialer displays. Press the call icon to have your mobile device call the number.

The unassigned orders list is sorted by the Begin Date. You can switch between ascending and descending order by pressing the Ascending/Descending icon.

To filter the unassigned orders list to see information within a specific time period, press the Filter icon and enter the begin and end dates of unassigned orders for which you want to view information. Press Apply to update the list.

To filter the unassigned orders list to see information based on the order type assigned to the order, press the Filter icon and then press the Order Types arrow. To see all unassigned orders in the list, toggle Select All on; all unassigned orders are displayed. To see unassigned orders with a specific type, toggle Select All off, and then turn on all the order types for which you want to view information. Press Apply to update the information on the Unassigned Orders screen.

Details About An Unassigned Order

The Unassigned Order Details screen shows you information about a specific unassigned order. The following information displays on the Unassigned Order Details screen:

Begin Date - The begin date for the unassigned order.

Order Type - The type of service that was planned for the unassigned order.

Customer - The ID and/or description of the service location for which the unassigned order was created.

Service Location Address - The address of the service location for which the unassigned order was created.

If there is a contact number available for the service location and your mobile device can make a phone call, press Call Customer and choose which number you want to call. The phone dialer displays. Press the call icon to have your mobile device call the number.

To have Omnitracs Mobile Manager provide suggestions as to which route this order should be placed on, press Suggest Route. The Select Route screen displays with suggestions. You can see the Additional Cost, Time, and Distance that is added to the route if you place the order on that suggested route. Press the route you want to place the order on. From the menu that pops up, choose View Route Details or Assign Order. View Route Details displays the Route Details screen. Press the Back icon to return to the list of suggested routes. Assign Order places that order on the chosen route and returns you to the Unassigned Orders screen.

To assign the order to a specific route, press Assign Order. A list of available routes displays. Press the route you want to place the order on. From the menu that pops up, select how you want the order placed on the route, First, Last, by Cost, by Time Windows, or by Routing Goals. The order is placed on the chosen route and returns you to the Unassigned Orders screen.

Reviewing Your Exceptions

Easily see exceptions that occur when your workers are servicing a route. Know immediately when a worker exceeds the posted speed limit, if they deviate from the intended route, or if a service window is missed. The Exceptions screen shows you exceptions that have occurred across all the routes in the region. The following information displays on the Exceptions screen:

Exception Name - The name of the route exception.

Start - The time at which the exception occurred or started.

Route - The ID and description of the route on which the exception occurred.

Worker - The first and last name of the worker who triggered the exception.

Equipment - The ID, description, and type, of the equipment in use when the exception occurred.

 

An unacknowledged exception shows a gray check beside it. An acknowledged exception shows an orange check.

To see details about a route that an exception is on, press the exception for which you want to see information. Details about the route display. From this screen, you can also view the stops on the route, exceptions attributed to the route, and a map with the equipment's current position.

To sort the exceptions list, press the sort by field at the top of the screen and choose which information you want the list sorted by. If necessary, press Done. The list sorts by the chosen field. Press the Ascending/Descending arrow to switch between ascending and descending order.

To acknowledge an exception, press the Acknowledge icon. A list of all unacknowledged exceptions displays. Press the exclamation point next to any exception(s) you want to acknowledge. The exclamation point changes to a check mark. Press Acknowledge Selected. The updated Exceptions list displays.

Note: You may be able to swipe the screen to the side to acknowledge an individual exception.

To filter the exceptions list to see information for a specific worker, press the Filter icon and enter the Worker ID, First Name, or Last Name, of the worker for which you want to view information. Press Apply to update the list.

To filter the exceptions list to see information for a specific piece of equipment, press the Filter icon and enter the ID, description, or type, of the equipment for which you want to view information. Press Apply to update the list.

To filter the exceptions list to see information for a specific route, press the Filter icon and enter the ID or description of the route for which you want to view information. Press Apply to update the list.

To filter the exceptions list to see information for routes based on if they are acknowledged, press the Filter icon and toggle Acknowledged and Unacknowledged on or off, depending on what you want to see or do not want to see. Press Apply to update the list.

To filter the exceptions list to see information for all exceptions or to see information for specific exception(s), press the Filter icon. To see all exceptions on the Exceptions screen, toggle Exception Name on; all exception names are selected. To see specific exceptions on the Exception screen, toggle Exception Name off, then turn on all the exception names that you want to view information for. Press Apply to update the information on the Exceptions screen.

Note: You can use more than one filter at the same time. Only information that matches all of your criteria will be included. Press Apply to update the list.

Reviewing Your Order Status

The Order Status screen lets you search and see information about an order. This can be very handy if you want to determine if an order has been serviced, or when it is predicted to be serviced.

The first step in checking on an order status is searching for the order you want to review. Choose your Order Date Range and then enter your search criteria. When you press Search a list of orders displays that matches your search. You can choose from the list the order you want to see in more detail.

You can search for an order using the following fields on the Order Status screen:

Order Date Range - Press the Order Date Range to choose the date range you want to use to search for the order: Search Latest Orders, Search Order in Last 7 Days, Search Orders in Last Month, Search Orders in Last Year.

Order Number - The unique ID of the order.

Service Location ID or Description - The ID or description of the service location for which the order was created.

Worker Name - The full name of the worker

Route ID or Description - The Unique ID or Description of the route to which the order is assigned.

To see orders that meet your criteria, press Search. The Order Status List displays listing the orders that meet your search criteria.

To clear the search screen and set it back to the default, press Reset to Defaults.

Viewing Your Order Status List

The Order Status List screen shows you a list of all the orders that meet the criteria that you searched for on the Order Status screen.

The following information displays on the Order Status List screen:

Order Number - The unique ID of the order.

Begin Date - The begin date for the order.

Order Status - The status of order.

Order Type - The type of service that was planned for the order.

Service Location Address - The address of the service location for which the order was created.

If there is a contact number available for the service location and your mobile device can make a phone call, press Call Customer or the phone icon and choose which number you want to call. The phone dialer displays. Press the call icon to have your mobile device call the number.

To sort the order status search results list, press the sort by field at the top of the screen and choose which information you want the list sorted by. If necessary, press Done. The list sorts by the chosen field. Press the Ascending/Descending arrow to switch between ascending and descending order.

To see more details about an order, press the order you want to see. The Order Details screen displays showing you more information about the order.

Viewing Order Details

The Order Details screen shows you detailed information about an order, based on the order's status: Cancelled, Delivered/Serviced, Unassigned, Unserviceable/Undeliverable, In Progress/Dispatched/Assigned, or Unknown.

Notes: Non-transfer orders will display the single service location followed by the delivery quantities and pickup quantities. A transfer order will display both the pickup service location followed by the pickup quantities and the delivery service location followed by the delivery quantities.

If you use line items, you will not see them in the order details. Line item quantities are rolled up into the order quantity.

The Order ID shows at the top of the Order Details screen.

The screen displays information about the service location for which the order was created.

If the order was serviced and a Consignee is available, the Consignee name displays.

If the order was serviced and a signature is available, you can press View Signature to see the signature that was collected.

If the order was serviced and a proof of delivery image is available, you can press View POD to see the picture that was collected.

Quantities for Planned, Actual, Over, Short, and Damaged are available for Sizes 1, 2, and 3 for any pickups and/or deliveries on the order.

If there is a contact number available for the service location and your mobile device can make a phone call, press Call Customer or the Phone icon and choose which number you want to call. The phone dialer displays. Press the call icon to have your mobile device call the number.

To see details about the route to which the order is assigned, press View Route Details. The Route Details screen displays showing the route to which order is assigned.

Route State Icons

The following icons indicate the current state of a route when reviewing information in Mobile Manager.

Icon Route State Description
Arrived The route has arrived at the destination.
Break The route is at a break.
Layover The route is at a layover.
At Origin Depot The route is at an origin depot.
At Destination Depot The route is at a destination depot.
At Mid-Route Depot The route is at a mid-route depot.
Non-Serviceable Stop The route is at a break or other non-serviceable stop.
At Restricted Location The route is currently at a restricted location.
At Unknown Stop

The route is currently at a location that is not entered as a service location.

Completed The route has been completed.
Delayed The route is delayed while traveling.
Pending The route has not been loaded to a device yet, nor has it been started.
Loaded to Device The route has been downloaded to the mobile device, but has not been started. This icon only applies to routes using mobile devices, not routes using telematics.
Post-Start Delay The route is delayed after being started but before leaving the origin.
Pre-Start Delay The route is delayed before it was started.
Servicing Stop The route is servicing the stop.
Started The route has been started.
Suspended The route has been suspended.
Traveling The route is traveling between stops.
Waiting The route is at a stop, waiting to start servicing the stop.
Maintenance Stop The route is at a maintenance stop.
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