Omnitracs One 6.3-Release Notes

Allowing Recipients to Self-Subscribe

Found in Omnitracs Web

Overview:

Recipients can now self-subscribe to alerts for a specific service location. Before recipients can add themselves to a service location subscription you need to enable self-subscription in Omnitracs Web. When you enable self-subscription, Omnitracs displays a URL to an Active Alert landing page that you can provide to your customers. When your customers click the link, they will be able to setup their subscription.

Setup:

To enable self-subscription for a Region, edit the Region in the Administration Module of Omnitracs Web. Click Active Alert and then Web Application. In the Self-Subscription area, press the Recipient Type arrow and choose the recipient type that the subscription will default to when the recipient subscribes to alerts for the service location. Check Enable Self-Subscription. This will cause the Self-Subscription URL to be displayed. You can send this URL to your customers so that they can self-subscribe to alerts. (You can click the external link icon to see what the web application page will look like for your recipients.)

Note: If you do not choose a default Recipient Type for the region, you will be unable to check Enable Self-Subscription and you will not be able to continue with setting up self-subscription for your recipients.

Once you have saved your changes to the Region, Active Alert is ready for your customers to use.

Customer Experience:

To sign up to have alerts sent to them, your customers will click the link you send them. The first thing they will need to do is authenticate by providing their Service Location ID and first line of their address.

Next, they can add their first and last name. Finally, they need to provide the email address and/or phone number that they want to use to receive alerts. This will give them access to the Active Alert Web App where they can select which alerts to receive.

Note: Instead of the Omnitracs name and logo (visible in the image above) you can have your own brand name and logo displayed by using the “Active Alert Profiles” feature available in the Administration module of Omnitracs Web.

Recipients can also sign up for additional service locations on the Manage Alerts tab of the Active Alert Web Application if self-subscription is enabled.

Improved Subscription Importing for Active Alert 

Found in Omnitracs Web

Introduced a new method for importing active alert subscriptions. Subscriptions can now be imported independently of service locations, and they can also include additional recipient information such as name, identifier, and primary region. Additionally, multiple subscriptions for a single service location can now have different alerts enabled, even if the subscriptions have the same notification method and recipient type.

    1.  Go to Omnitracs Web.

    2.  Click the Maintenance module.

    3.  Click the green button and scroll to Service Locations.

    4.  Click the Import Active Alert Subscriptions button.

    5.  Click the Browse button.

    6.  Select the template file to upload.

    7.  Click the Import button.

Note: You can click the Download Import Template File for more information.

You can also import subscription information using the Omnitracs Desktop Client. Click Import – Maintenance Items – Active Alert Subscriptions.

API to Retrieve Links to Active Alert Web App

There is a new Routing Service API named RetrieveActiveAlertWebappDeliveryDetailsUrl that allows you to retrieve links to the Active Alert Web Application.

There are 2 ways to use this API, based on which parameters you pass into the API.

     1.  Provide a route key and a stop key and we return a link for that stop.

     2.  Provide an order id and optionally an order begin date; and if we can find a unique order and stop to associate with that info then we return a link for that stop.

Black Box Report - Filter by critical event type (CEV)

Add filter enhancement in Black Box Report to filter by Critical Event Type. This facilitates filtering Critical Event search for specific types of events.

When running a report, the report selector dialogue will include a section for Critical Event Type selection. User can click the “select” icon to launch the select Critical Event Type dialogue. The Critical Event Type dialogue will display all critical event types that are relevant to the company. User can also select “Video Request” as a filter type for events that were manually requested by the driver or by a user.

This feature includes the following:

• Filter by Critical Event Type
• “Video Request” as a selection that filters for manually requested events
• Default value for “speed change” filter updated to “disabled” for ease of use
• Formatting optimizations to support new filter selection

Force Autonomous Resequence Function

Found in Omnitracs Web

Allows Dispatcher the ability to see if optimization exists for the route and force an autonomous optimization suggestion to optimize the route when needed.

     1.  Click the Route Actions menu.

     2.  Select Autonomous Optimization.

     3.  Select Force Resequence.

     4.  Accept the suggestion to resequence the route.

Add Travel Rules Properties for Equipment Type to Latitude

Found in Omnitracs Web

    1.  Go to Omnitracs Web.

    2.  Click the Maintenance module.

    3.  Click the green button and scroll to Equipment Types.

    4.  Add or edit an existing equipment type.

    5.  Click the Travel Rules tab.

    6.  Make your selections and click Save to save the changes.

Cancelling and Undelivering Stops on the Mobile Device 

Found in Drive/Command

Note: When any of the Cancel stops or Undeliver stops functionality is enabled in Command, the skip stops functionality is disabled. 

Before your drivers are allowed to cancel stops on their trips, you must define which types of stops they can cancel, Planned and Unplanned stop types. To enable these options, choose the workflow with which you want to work. Press Universal Config and then press My Day Planner. The My Day Planner settings for the workflow display. Press the Allow Driver to cancel stops arrow and check the box for each type of stop your drivers can cancel. 

Note: This setting is not available if Allow Driver to skip stops is enabled. To disable Allow Driver to skip stops, press the arrow and uncheck all the stop types to remove them.

When your drivers cancel a stop, you may want them to provide a reason as to why it was canceled. You will need to create a list of reason codes that display on the mobile device and then assign a list to be used when canceling a stop.

To create a Cancel Stop Reasons list, from the workflow that you want to add them to, press Supporting Data and then press Cancel Stop Reasons. Tap Add List Items to add a reason. Your drivers will see the list of Cancel Stop Reasons when they cancel a stop on the trip. Add as many reasons as you need. You can return to the list at any time and add another reason.

Note: Deleting a reason may create an issue with historical information. 

Once the list is created, you must assign the reason list that will display for the driver when a stop is canceled on the mobile device. On the Universal Config screen, press the Cancel Stop Reasons arrow and choose the list to use on the mobile device when a stop is canceled. 

Remember to press Save Changes so that your edits are sent to the mobile devices that are using the workflow.

Note: Cancel stop only applies to pending stops. Undeliver stop applies to stops that have been arrived manually or automatically, but the stop can’t be serviced and the          driver needs to depart without performing the planned service. Configuration of Cancel stop and Undeliver stop are separate, but similar, both supporting Reason                  Codes that can be configured in Supporting Data.

On the mobile device, if the driver knows immediately that the stop should be canceled, the driver taps the menu next to the stop they want to cancel and then taps Cancel. If the driver wants to see more information about the stop before canceling it, the driver taps View more from the menu next to the stop. When viewing the information, if the driver decides to cancel it, simply tap Cancel Stop. The Cancel Stop window displays and prompts the driver to choose a reason for the cancelation. The driver taps the arrow and chooses from the cancel reasons list. Then the driver taps Yes to cancel the stop.

If the stop has already been arrived, the driver must Undeliver the stop. The steps the driver takes for Undeliver remains the same, but instead of Cancel, Undeliver will display and should be pressed.

Note: The Cancel stop and Undeliver stop information from Drive will be reflected in Omnitracs Fleetview.

Improving the Connect to Vehicle Icon 

Found in Drive

The Connect to Vehicle icon has been changed to a truck, so that a driver can easily tell if the vehicle or Telematics box is connected or is not connected to the mobile device that is running Drive. Previously the icon was a red Bluetooth button that only displayed when the truck was not connected.

The previous red Bluetooth (BT) icon was only visible when the mobile device was not connected to the vehicle or Telematics box. If the driver pressed the BT icon, a pop-up displayed that allowed the driver to open the Compliance application so the vehicle could be connected or switched. The icon did not clearly communicate connectivity to the vehicle and the icon was not always available.

The new icon is always visible and shows the current state of the vehicle's connectivity. It displays red when the vehicle is not connected and green when the vehicle is connected. The driver taps the icon to see ELD status information. If the vehicle is not connected, a pop-up displays that allows the driver to Connect to a vehicle. If the vehicle is connected, a View More button displays. Tapping Connect or View More opens the Compliance application so that the driver can connect or change the vehicle or view additional Compliance information.

HOS Clocks Overlay with CoPilot 

Found in Drive

To use this feature, the Workflow Fleets must have the following enabled:

    1.  HOS  enabled - Universal Config| Hours of Service)

    2.  CoPilot Navigation enabled - Universal Config| Maps/Navigation

    3.  Navigation included in the slide out menu – Universal Config| Core App Settings

If these items are configured, Drivers will have the option pin the HOS Clocks. Pinning HOS Clocks will display the Clocks on both the Maps tab and CoPilot.

Automatically Resetting Equipment on Route Completion

Found in Roadnet Mobile for Android

Previously, if a driver loaded a route that had the wrong equipment assigned to it and the dispatcher then assigned the correct equipment to the route,  the route still reflected the incorrect equipment assignment. A new region setting will now have Roadnet Mobile mark the equipment as inactive on the mobile device, when a route is completed. When the driver loads a new route, Roadnet Mobile looks for the most current equipment assignment.

Check the Reset Equipment on Route Completion box on the Phone Settings > Smart Phone - General page to have the equipment marked as inactive on the mobile device, when a route is completed.

Conditional Questions on iOS Mobile Devices

Found in: Roadnet Mobile for iOS

With Roadnet Mobile for iOS, there is now a related question that only displays when a Worker provides a specific answer to the previous question in Form Tasks. 

To create a conditional question, when adding or updating a form in Mobile Workflow in Omnitracs Web, add a question with a Yes/No response type and check the Allow follow-up questions box. This is the initial question, the question that starts the question chain. If the driver answers Yes to the initial question, a second question displays. If the driver answers no to the initial question, a different question displays.

To add a second question to the chain, simply drag and drop the second Yes/No form control to the Drop Follow-up Control area. The Assign Form Control Conditionally window displays. You must choose if this question shows when the driver answers Yes/True or when the driver answers No/False. To do this, click the Is arrow and choose Equal To. Then, in the next field click the arrow and choose the response the worker must provide in order to see the question, Yes/True or No/False. You can have two second questions, one for if the driver answers Yes and one for if the driver answers No. You can add up to three levels of questions. So another question can be added, based on the drivers response to the second question.

Note: Roadnet Mobile allows the driver to see three levels of questions.

Conditional questions must have Yes/No response types, but the last question in the chain may have any response type you want. For instance, use a conditional question if you want to collect contact information for a delivery.  Your initial question would be "Did you deliver this order?"

If the driver answers no to the initial question, you might ask a second level question, such as "Why did you not deliver this order?" 

The driver would then type in a response or pick a reason from a list you provide. The form would then be considered complete. Notice that the last question in the chain does not require a Yes/No response type.

If the driver answers Yes to the initial question, you might ask a second question, such as "Did you speak to the manager?"

If the driver answers No, the form could be considered complete.

If the driver answers Yes, then you might ask a third level question, such as "What is the Manager's name?" To which the driver types in a response  and the conditional question is considered complete. Again, notice that the last question in the chain does not require a Yes/No response.

Note: Only three levels of questions will be seen on the mobile device.

If you check Response required on the initial question, the driver must provide answers to any follow-up questions that display. If the initial question is not required, but a follow-up question is required, the driver is not forced to start the chain of questions, but if it is started, any required follow-up question(s) must be completed.

On the iOS device, the driver will see the first question. Based on the driver's answer to the first question, a second question displays. Then, if a third level of questions is available, depending on how the driver answers the second question,a third and final question displays.

"Shared By Region" to show "Sharing"

Found in Omnitracs Client

Shared by Region has been renamed to Sharing.

Ability to Hide Service Locations (Unassigned) When Viewing Route Templates 

Found in Omnitracs Client

Editing multiple items has been changed so instead of returning to the "General" tab, the user will remain on the current tab

Found in Omnitracs Client

Assign multiple pieces of equipment to cells and have the algorithm work to use the capacity limits

Found in Omnitracs Client

    1.  Click the Maintenance tab and select Cell Sets.

    2.  Double click the Cell Set ID to view the Assigned Cells.

    3.  Right click on the Cell and select Edit.

    4.  Click the Properties tab.

    5.  To assign a Worker and/or Equipment to the cell, enter 1 for the Maximum Routes to create in the cell. .

    6.  In the Equipment Type Restrictions area, choose the Allowed Equipment Types to be used in the cell. Use the arrows to move the equipment types to the proper list.

Note: The assigned Equipment must be allowed in the Equipment Type Restrictions. If an order in the cell does not have an allowed equipment type, the order will not be routed.

    7.  If you are creating one route for the cell, you can select route ID, worker and multiple equipment that will be assigned to the route, click the Equipment tab.

    8.  In the Available Equipment section, choose the Equipment (Active checkbox) to be used in the cell. Use the arrows to move the equipment to the Assigned                             Equipment section.

    9. Click on the Save button.

Note: When assigning multiple pieces of equipment to the cell, the Create Routes process combines the capacity of all equipment to determine the total available capacity for the route.  For example, the trailer’s size 1 capacity is 500 units and the tractor’s size 1 capacity is 10 units. If you assign two trailers and a tractor to the cell, the total available capacity for the route is now 1,010 units.

New Stop Markers Added to Map Options

Found in Omnitracs Client

     1.  Click the Tools tab and select Options - Map.

     2.  In the Route Markers section, in the Planning Marker Text drop-down, the following choices have been added:  Day, Day/Week, Location Category, Order Class,                      Origin, Origin/Destination, Service Pattern, Service Pattern Set and Week.

     3.  In addition, in the Marker Color By drop-down, the following color types have been added:  Service Pattern Set Color, Week Color and Origin Color.

Viewing the Recurring Orders Origin Summary

Found in Omnitracs Client

     1.  Click the Planning tab and select Recurring Orders Origin Summary. It processes the Recurring Orders and then opens a new grid window.

     2.  It is displaying all the recurring orders that are in the planning session. The Recurring Orders Origin Summary takes the origin from the territory, and it computes the                Territory Origin Distance to the recurring order and the Territory Origin Travel Time to the recurring order. It also takes the recurring order’s Previous Origin and                  computes the Previous Origin Distance and Previous Origin Travel Time. The Summary displays columns Travel Time Difference and Distance Difference.