X Mobile User Guide TABLE OF CONTENTS

Transcription

1 X Mobile User Guide X Mobile provides cutting edge technology utilizing Windows Mobile and Palm OS devices and is designed to work in conjunction with X Dispatch. TABLE OF CONTENTS 1) Handheld Device Differences ) Setup ) Menu... 4 a) Orders and Messages... 5 i) Messages... 5 ii) Completing an Order (On-Demand)... 7 iii) Send a Message iv) Scan b) Route Manifest i) Assign Route ii) Complete a Stop (Route) iii) Add Unexpected Parcels c) Check In d) Check Out e) Settings ) Advanced Settings a) Edit Profile i) Phone Number ii) Company ID iii) Company URL iv) Update Interval v) Delay Interval vi) Allow Auto Resume vii) Reminder Interval viii) Outside Alert ix) Alert Pitch x) Alert Volume xi) GPS COM Port xii) Max GPS Fixes xiii) Max Route Stops xiv) Route Update Interval ) Trouble Shooting a) Connection Status b) Two X Mobiles Running

2 1) Handheld Device Differences Differences Between Windows Mobile and Motorola Device This section will explain some of the basic differences of using the X Mobile application on the Motorola handheld device versus a device using Windows Mobile. One of the first basic differences is the use of the menu button. For example, going to Route Manifest on the Motorola device will bring you to a screen showing the route stops. To see the options available under Route Stops you need to press the menu button. Once pressed, you will be able to scroll through the available options. However, on the Windows Mobile device there is no need to push any menu button. All of the menu options are shown at the bottom of the screen. Some options may also be found under the Actions menu in certain situations. 2

3 2) Setup - The setup screen will only be seen the first time the application is run. It will ask you to complete the setup. Click YES on the screen. - Please input the 10 digit phone number of the phone. This should be the same phone number that the driver is assigned inside of X Dispatch. 3

4 3) Menu - Clicking on the HOME button on the screen will bring the user to a menu with many options. - Home Screen 4

5 - Home Screen - Orders & Msgs Brings the user back to the order and message screen - Route Manifest Brings the user to the screen that shows the list of stops for a route - Check In Checks driver into X-Mobile - Check Out Checks driver out of X-Mobile - Settings Brings up a menu of the settings - Quit Quits X-Mobile a) Orders and Messages The Orders & Msgs screen will list the orders or messages that have been sent to the driver. i) Messages This section will explain how to handle messages that a driver may receive. When you receive a message, click on the message itself to view it. 5

6 Once the message is displayed, click Next to see options for the message, or Back to go back to the Orders & Msgs screen. Clicking Yes or clicking Next while Yes is highlighted will show that you have read the message, and take you back to the Orders & Msgs screen. Clicking Reply or clicking Next while Reply is highlighted will allow you to reply to the message. From this screen, type your reply and when you are finished, click Next to send your reply. Clicking Delete or clicking Next while Delete is highlighted will delete the message and take you back to the Orders & Msgs screen. (Note: The Message will no longer appear on the Orders & Msgs screen) 6

7 ii) Completing an Order (On-Demand) This section will explain how to complete an On-Demand order. When an order is sent to a driver, it will appear on his/her Orders & Msgs screen with NEW written in front of the description of the order (which is customizable), which in this case is the order number. A driver will be required to confirm the new order, or the phone will remind him every few minutes. Clicking on an order will show the details of the order as seen above. The Possible Stages are as Follows: Confirm the driver confirms that he has accepted the order Next Pickup mark the current order as the next pickup At Pickup driver is at the location of the pickup Picked Up driver has picked up the order Next Destination mark the current order as the next destination At Destination driver is at the drop off destination of the order Delivered driver has delivered the order Reject driver will reject the order sent (for contract drivers) When an order is rejected, it will not appear on Order & Msgs screen anymore. Then it will show you the possible stages of the delivery and will be selected on the next logical selection of the order. (Note: The usable stages are customizable by the user of X-Dispatch) When selecting any of the stages and clicking Next, the program will prompt the user to confirm the action. When Delivered is selected, and confirmed, the driver will be given more options. 7

8 The Driver will be shown this screen which asks for POD (Proof Of Delivery) and give a comment text bar where the driver can enter any valid information. Before clicking Done, you must add a signature by clicking Add Signature. Once a signature is given, click Save which will take you back to the previous screen but with a signature attached to it. Clicking Clear will erase the signature. Clicking Cancel will send you to the previous screen without saving a signature. To complete the order delivery, simply click Done. This will take you back to the Orders & Msgs screen with the order you just completed no longer listed. 8

9 Depending on what stage the order is in, the Orders & Msgs screen will display a few letters to let you know its progress. NEW the order was recently sent to the driver and has not been confirmed QY the order has been confirmed QNP the order has been set as the next pickup QAP the driver is at the pick-up QP the order has been picked up QND the order has been set as the next delivery QAD the driver is at the destination Red Arrow Warning A red arrow to the left of an order indicates that the order has been modified by the dispatcher, such as an order status change. The arrow will only appear if the order has already been confirmed by the driver before being modified. The arrow will disappear after the order is opened. Once you return to the Orders & Msgs screen, the arrow will no longer be visible. 9

10 When the status of the order has been changed from the X Mobile device, the change can be seen inside of X Dispatch. Clicking on the View Tracking Status button will open the order status window. From this window you may also view the signature that the device captured by clicking on the hand button to the right of POD Comments. This will open a new window where you can view the POD and signature. 10

11 (a) Scanning Parcels to an Order This section will discuss how to scan parcels to an On-Demand order. If an order has parcels attached to it, when you are in the details of the order, click Parcels. You have a few options to scan a parcel. You can click Scan which will allow you to scan one item, and then bring you back to the parcels list. Also you can click Fast Scans which will allow you to scan as many parcels as you want until you click Exit to take you back to the parcels list. 11

12 Scan Screen: If the number you entered doesn t match any of the Parcel numbers, you will see the following screen: From this screen, you can either scan the bar code with the phone, or if the bar code is not readable you can enter in the number by yourself. When you have entered a bar code, click DONE to move to the list of parcels screen. The x next to the number means that the parcel number was not one of the expected parcels. Otherwise, the parcel will have a check in the box to show that it has been picked up. You have more options with the Actions button. Clicking Toggle Scan Status will check or uncheck a parcel, or if it was an unexpected parcel, it will remove it from the list. If a parcel is checked, clicking Mark Exception will take you to a screen listing exceptions (Note: In order to mark an exception, the parcel must already be checked.) The list of exceptions is customizable through X-Dispatch. Once you select one of the listed exceptions, click Save Exception. Once an order has an exception, the check box will be highlighted yellow. Hint: To remove an exception, go to the exceptions screen, then click Actions and click Clear Exception. You can also edit a parcel by clicking Edit 12

13 This Brings up the edit screen: From this screen, you can edit the weight of the parcel, type any comments about it, and select what type of parcel it is. Note: The type of parcel is customizable in X-Dispatch. Once you have finished editing the parcel, click Save. When you are finished with the parcels, click Done Note: If there aren t as many parcels as expected (either too many or not enough) and you click DONE, then an error message will appear. 13

14 iii) Send a Message This section will discuss how to send a message to the dispatcher from the Orders & Msgs screen. For a driver to send a message to the Dispatcher, click Send Msg. Once the message screen appears, type your message to the dispatcher and then click Next. iv) Scan This section will discuss how to do a general scan. The general scan is used for scanning things that might be required for a specific job. For example, if you want your driver to scan a bar code on the side of a door when he reaches a specific job, this is when you would use this scan. 14

15 This will take you to the scan screen, which looks like this: Once you have Scanned a bar code, the following screen will be shown: To use this scan, simply click Scan on the Orders & Msgs screen. From this screen, you can either scan the item from your phone, or if the bar code is not readable, then you can enter the number in by hand. When you are done with the scan, click Done. From this point, you can either add Parcels to the scan (for instructions, refer to ii) of this section), add a signature, or continue. To add a signature, click Add Signature. Clicking on Add Signature will take you to this screen, which will allow you to sign on the screen itself as seen above. As before, clicking Clear will remove the signature on the screen, clicking Cancel will cancel the adding the signature and take you to the previous screen, and clicking Save will save the signature to the scan and take you to the previous screen with a signature attached to it. Once the signature is saved, click NEXT to continue. This will take you to this screen, which allows you to enter the number of pieces you picked up, and the weight. When you have completed that information, click NEXT. 15

16 You will be taken to this screen to add a proof of delivery or any comments to the scan. When you are finished, click NEXT. Scanning can also be done from the Orders & Msgs, Route Manifest, and the Parcels manifest screen without having to go to the separate scan screen for each individual scan. The following shows an example of scanning this way from the Route Manifest screen. The process is the same for the Orders & Msgs and Parcels manifest screens. From the parcel manifest screen you can click Scan. 16 On the Motorola device you can use the push-to-talk button on the side to enable the scanner and initiate a scan instead of selecting Scan. The Windows Mobile scanners have buttons to the sides of the scanner that do the same thing. Each time you scan an item, it will be added to the list. Click Done when you have scanned everything.

17 Click Done to continue. From the Orders & Msgs and Route Manifest screens you can scan an order and X Mobile will look up the order and open it for editing, closing, etc. The following is an example of this in the Orders & Msgs screen. However, the process is the same inside the Route Manifest screen, only a route stop will be opened instead. From the Orders & Msgs screen, scan an existing order. That order will be opened automatically for you. 17

18 b) Route Manifest The Following will explain how to use the route manifest. - The Route Manifest screen will show the list of stops for a route. i) Assign Route This section will explain how to assign a route to your phone. The first step is to get a new route by clicking Get New Route. 18

19 - Two ways to select the date: By default today s date is selected. If for some reason you would like to download a route for a different day, click the arrow on the right side of the date. You can use the calendar to select any day. Click on the day to select the day then press OK. If the driver has any routes assigned, a list of all routes will be listed. A driver can only have one active route manifest on the phone at any given time. You may also highlight the section of the date that you would like to change, then type in the number you would like. 19 To select the route, click Done.

20 ii) Complete a Stop (Route) This section will show you step-by-step how to complete a stop in Routes. Once a route is selected, all the stops will appear on the phone. Clicking on an order will show the details of the order. To continue, click Next. The next screen will allow you to enter the number of pieces picked up, and the weight of the items. When that is done, click Next. 20

21 Then you will be able to enter a POD or a comment. Now before you click Next you need to add a signature by clicking Add Signature. Once a signature is given, click Save which will take you back to the previous screen but with a signature attached to it. Clicking Clear will erase the signature. Clicking Cancel will send you to the previous screen without saving a signature. When you are finished adding a signature, to complete the stop click NEXT. Once the stop is completed, it will be removed from the list of stops. Once a route is completed, the following screen with a reminder will be 21

22 iii) Add Unexpected Parcels Because parcels are already attached with a stop on a route, the only parcels you will need to check in will be any extra pieces that were unexpected. The following will explain how to do that. To add a new parcel to a stop, click on Parcels. You have a few options to scan a parcel. You can click Scan which will allow you to scan one item, and then bring you back to the parcels list. Also you can click Fast Scans which will allow you to scan as many parcels as you want until you click Exit to take you back to the parcels list. From this screen, you can either scan the bar code with the phone, or if the bar code is not readable you can enter in the number by yourself. When you have entered a bar code, click DONE to move to the list of parcels screen. The x next to the number means that the parcel number was not one of the expected parcels. Once you have finished adding parcels, click Done. Because there are extra parcels for this stop, you will be shown this error, click OK to continue. This will complete adding the parcels and take you back to the stops information. 22

23 Once a route stop has been completed, you will be able to see the change inside of X Dispatch. Inside of the route stop you can see the date and time the stop was completed, along with the POD and signature. The View Scan History button will open a report that shows everything that has been scanned for this route stop. Clicking on the Distribution Parcels button in the lower left corner opens a window where you can see the parcels that have been added to the route stop from the mobile device. 23

24 c) Check In - This will check in the driver to show him as Active in X-Dispatch. To check in, click Check In. Then click Yes. d) Check Out - This will check out the driver. To check out, click Check Out. Then click Yes. 24

25 e) Settings This section will discuss the different options that can be found under the settings. There are many options from the setting menu: i) Transmit - This forces upload of data (should never need to use this). ii) GPS Data - This posts the number of Posts that have been made during this current session. iii) Test Beep - This causes the phone to make a test beep. Should be used to find out where the sound is being generated (Speaker phone, Headset, or Ear plug in). iv) Advanced - This takes you to more advanced settings (we will discuss this later). v) About - This lists the information about the version of X-Mobile that is running on the phone. 25

26 4) Advanced Settings The advanced menu has many options which will be covered in this section. -Edit Profile This edits the profile of the user of the phone (covered more in depth later). -Purge GPS This deletes all the GPS data on the phone. -Purge All This removes all current data for the program and closes the program. (Will bring up a screen to be sure this is what you would like to do) -Test Connection This tests the connection of the phone. It tests both the device s internet connection and also its connection with the X Mobile server to help determine if there is a problem with the device itself or if it is a setup issue with the server. This tests the device s connection to the internet and to the server. If it is working properly this is what you will see. If there is a problem, you will see an error message that indicates which connection problem(s) you are having. 26

27 -Force Fix If you can t get a true fix on the location of the phone, this will force the phone to send an estimated location to the server. -Reset Post Flag This will cause the phone to repost any flags -Refresh Orders This will purge all order and messages off the phone and re-download them from the sever. -Stored Info This displays the stored information on the phone regarding X-Mobile. -Debug Info This is used for CXT Trouble-shooting purposes only. a) Edit Profile This section will discuss the options that can be found in the Edit Profile section of the menu. The Edit Profile section has many options. Here is what the screen should look like from this menu: 27

28 -Phone Number allows the user to edit the phone number used to identify the phone. -Company ID allows the user to select what their company s Customer ID is so they can be connected properly to the server. -Company URL allows the user to select what their company s URL is for their website. -Update Interval allows the user to adjust the frequency of updates sent to the server. -Delay Interval allows the user to adjust how many seconds to wait between GPS acquisitions. -Allow Auto Resume allows the user to decide if the phone will automatically resume after data updates. -Reminder Interval allows the user to set the time span between reminders that an order has not been confirmed. -Outside Alert allows the user to decide whether or not to alert the driver of unconfirmed orders outside of the application. -Alert Pitch allows the user to adjust the pitch of the alert. -Alert Volume allows the user to adjust the volume level of the alert. -GPS COM Port allows the user to select the GPS COM port they would like to use. -Max GPS Fixes allows the user to choose the max of how many GPS fixes to store without an update to the server. -Max Route Stops allows the user to choose the max number of routes stops to allow at once. -Route Update Interval allows the user to set the time to wait before checking for updates to the current route. i) Phone Number This will cover how to change the phone number used to identify the device. To edit the phone number used to identify the device, simply click on Phone Number. Then the following screen should show up. From here, enter the phone number that goes with the phone, and when you are finished, click FINISH. 28

29 ii) Company ID This will cover how to change the company ID used to associate with this device. To edit the company ID used to associate with this device, click on CompanyID. iii) Company URL The following screen should appear From this point, you can enter your company ID that was given to you when you created your account, then click FINISH. This will explain how to set your company s URL for the phone to communicate with. To edit the company URL with which the phone should communicate, click on Company URL. This should bring up the following screen. Now you can enter the URL of your company website, and when you finish, click FINISH. 29

30 iv) Update Interval This is how you adjust how often updates are sent to the server. To change how often updates are sent to the server, click on Update Interval. v) Delay Interval That should bring up this next screen. To change the interval, enter how often in minutes you want to wait until updates are sent to the server. Then click FINISH. This allows the user to adjust how many seconds to wait between GPS acquisitions. To adjust how many seconds that you wait between GPS acquisitions, click on Delay Interval. That should bring up the following screen. Then you can enter the number of seconds to wait between the GPS acquisitions, and then click FINISH. 30

31 vi) Allow Auto Resume This allows the user to toggle whether or not they want the device to automatically resume after it updates. To toggle whether or not you want the phone to resume automatically after it updates data, click on Allow Auto Resume. If you would like the phone to automatically resume enter 1, otherwise, enter 0. Then when you are done, click FINISH. vii) Reminder Interval The reminder interval allows you to set the amount of time you want to wait before reminding the user of unconfirmed orders. To set the time interval between reminders of unconfirmed orders, click Now, you enter the number of minutes you want there to be between reminders, and when you are done, click FINISH. 31

32 viii) Outside Alert This allows the user to toggle whether or not they would like to be alerted of new orders outside of the application. To toggle the alert of new orders outside of the application, click Outside Alert. ix) Alert Pitch As seen on this screenshot, enter a 1 to alert outside of the application, or 0 to not alert outside the application. Once that is entered, click FINISH. This option allows you to change the alert pitch when a new orders or messages appear. This will adjust the pitch of the alert. To Change the pitch, click on Alert Pitch. Low is a deep pitch. Medium is a medium pitch (car horn). High is a high pitch (Shriek). Select one of them, and click FINISH. 32

33 x) Alert Volume This allows you to adjust the alert volume when a new order or message appears. This will adjust the volume of the alert. To adjust the volume of the alerts, click on Alert Volume. From the following choices select one, and click FINISH. xi) GPS COM Port This allows the user to select which GPS COM Port to use. To change the GPS COM Port you are currently using, click on GPS COM Port. Once you have entered the GPS COM Port you would like to use, click FINISH. 33

34 xii) Max GPS Fixes This allows you to set the max number of GPS Fixes that are allowed to be stored on the device. To change the max number of GPS fixes on the phone, click on Max GPS Fixes. From here, you can enter the max number of GPS fixes. When you are done, click FINISH. xiii) Max Route Stops This allows you to adjust what the max number of route stops that can be assigned at any one time. To change the max number of stops that can be assigned to the device at once, click on Max Route Stops. This will bring you to the next screen. From here, you can set the max number of route stops by entering a number. Once you are done, click FINISH. 34

35 xiv) Route Update Interval This allows the user to adjust the number of minutes between update checks for a route. To set the number of minutes between update checks for a route, click Route Update Interval. Then when it takes you to this next screen, you can enter the number of minutes to wait before checking for updates on the current route. When you have entered a number, click FINISH. 35

36 4) Trouble Shooting This section will cover how to handle any possible issues that may come up while using X-Mobile on your device. a) Connection Status Button The connection status button is a feature designed to help indicate problems that a device may be having in connecting to the server. The status button will remain green if there has been contact with the server less than 5 minutes ago. The status button will become yellow with an exclamation point if there has been no contact for longer than 5 minutes. This indicates a possible connection issue. The status button becomes red if there has no contact for over 10 minutes. This indicates that there is a definite connection issue. 36

37 b) Two X Mobiles Running Your device will not allow you to run two applications of X-Mobile. If you attempt to open a second X-Mobile while one is running, you will be shown the following error: 37