The Deliver mobile app was designed for drivers and dock workers to execute their duties while providing real-time data to management teams on the D365 side.
To streamline the workers' processes, two modes are used within the app to cater to each workload:
- Driver
- Dock
Driver mode focuses entirely on the execution of activities from the driver's perspective.
Dock mode assists with dock management and inventory movements.
Driver Mode
The Driver mode of the Deliver app provides resources with the ability to execute and document activities from the mobile device, which transmits data back to D365.
Driver Activity List
In Driver mode, driver resources can view all activities that a user is paired to from the home page.
The app displays a message if the resource is not currently assigned to any activities:
When there are paired activities, you can view the list of activities assigned to your worker.
Drilling down to an individual activity, you can view:
- the Activity ID
- the number of stops on the activity
- the total estimated distance of the activity
- the activity status
Activity Page
Select an activity to navigate to the activity page.
Activity Page Header
You can view basic activity information—Activity ID, start address, status— at the top of the page.
The icons in the upper right of the page allow you to pull up a route map, reload the page information, capture a photo, and return to the Deliver home page.
Activity Page Actions
The action buttons available for this activity appear under the header.
Reminder
The actions listed in this section are preconfigured and enabled for certain operation profiles. This list does not contain any ancillary actions, such as Flush Inventory.
Activity Page Stops
Additional activity information can be viewed below the action buttons.
The left side of the page displays the list of stops that are on the activity.
The corresponding stop numbers are displayed on the right side of the page.
Activity Line Options
Select an activity line to view a list of options.
Select Get Directions to open a map view with directions to the next stop.
Select View Line Info to open a list of all logistics orders and their corresponding information for the stop.
Select Capture Signature to open a list of all logistics orders associated with the stop.
You have the option to capture a signature for proof of delivery purposes.
You can also use the Notes field to add the printed name of the person who signed for the delivery or any notes regarding the delivery (e.g., two pallets damaged).
Select Take Photo to
The stop the user selected to bring up the options will determine what the user sees next.
The user can also take a photo from the header level, which does not associate to any Activity lines.
If the user selects the origin stop, the user will be shown a list of Logistics Orders on the Activity to choose from, and then the user can take a picture, add a note, and it will be tagged to that Logistics Order. If the user selects one of the destinations stops, the user will go straight to the photo and note section.
Activity Maintenance – Desktop Version
All the items that were discussed in the Driver app section are tied back to the centralized database that is D365 in real time. These touchpoints are outlined below.
Activity Screen – Activity Maintenance:
When the desktop user selects an Activity, all pertinent information and options for the Activity are shown on the Activity Maintenance form.
Activity Screen Header – Activity Maintenance General and Activity Lines Fast Tabs:
Much like the header of the Activity Screen on the app, the General and Activity Lines Fast Tabs provide basic information for the Activity, including the Activity ID, Activity status, and starting address of the Activity.
Activity Screen Actions – Activity Maintenance Actions Ribbon:
The Actions listed in the Ribbon of the Activity Maintenance screen will be the same as the Driver mode of the Deliver app, but the desktop version includes the ancillary actions that are not listed in the app. Executing the Actions from the app or the desktop version will have the same results on the Activity.
Executing the Actions from the app or the desktop version will have the same results on the Activity. The Start/Begin action will populate the Start Date Time field in the Time Fast Tab, as well as the Arrival Date Time for the origin location in the Activity Lines Fast Tab. Depart Actions will timestamp their respective Activity Lines, as will Arrive Actions. The Complete/End Action will populate the End Date Time on the Time Fast Tab, as well as the Depart Date Time on the Activity Lines Fast Tab.
It is also important to note that the driver does not have to execute the stops in order. Stops can be completed in whichever order the driver deems best. Stops can also be skipped entirely. Completion of all stops is not necessary to complete the Activity.
Activity Screen Stops – Activity Maintenance Activity Lines and Stops Fast Tabs:
On the Activity Maintenance screen, the stop addresses, Logistics Orders tied to those stops, and the number of stops on the Activity can all be found in the Activity Lines and Stops Fast Tabs.
Activity Line Options – Activity Maintenance:
Get Directions – Route Map:
Much like the Get Directions option on the app, selecting the Route Map in the View section of the Ribbon will pull up a map view of the Activity.
View Line Info – Activity Lines Fast Tab
In the Activity Maintenance screen, the Line Info is already listed out in the Activity Lines Fast Tab. For more detailed information on each line, the user can select the Logistics Order ID to take the user to the corresponding Logistics Order form.
Capture Signature and Take Photo – Images Fast Tab
When a signature or a photo is captured on the app, it is automatically uploaded to the desktop version, and can easily be seen in the Images Fast Tab of the Activity Maintenance screen. The images are also added to the Images bank on the corresponding Logistics Order forms.
Further Notes on Driver Mode:
GPS:
Since the Deliver app runs on the user's mobile phone, the phone needs to allow location access to the app. This allows the app to track the driver's movements while the resource is using the app. This is necessary to show that the driver arrived at the actual pickup and delivery locations, but it also provides a complete view of the Activity via GPS pings. Upon completion of an Activity, the user can select the Route Map button on the Activity Maintenance screen, which will allow the user to review the actual route taken by the resource. This will also highlight any unexpected deviations from the route. The time and distance between GPS pings are configurable from the Parameters form in the Logistics Execution module.
Inbound Process Queue:
While the Route Map makes a record of the GPS pings recorded along the Activity, the Inbound Process Queue (IPQ) keeps a timestamped record of the Actions executed along the Activity. The IPQ keeps a record of the date and time that the Action was submitted, as well as the date and time that the Action was actually executed in the system. The Inbound Process Queue can be found on the Activity Maintenance form in the View pane of the ribbon.