The doForms Trips History add-in allows dispatchers using the Geotab system to view the data that was captured in doForms during each Geotab trip.
Using the Trips History add-in
General
Use the toolbar at the top of the add-in for general actions:
Open the doForms Workforce Manager site for additional data and dispatching options.
Open this help page.
Refresh the data in the add-in.
Trip history
Every trip selected to display in the Geotab trip history map will display in the doForms add-in.
Mobile user
Trips are grouped under the doForms mobile user:
View the nickname and email address of the mobile user.
Send a new dispatch to the mobile user.
Trips
Trips are listed in the same order they appear in the Geotab trip history:
- The trip number (1 in this example) matches the trip number in the Geotab trip history map.
- The time range is from the beginning of the driving time to the end of the stopped time.
- All form submissions, timesheet entries and custom status updates in the time range are listed. The time of the event and the record name of the event are visible.
Menus
Click a row to display the action menu:
- Edit: Edit the submission.
- View: View the submission in a read only format that can be downloaded, printed or emailed.
Click any vehicle in the map to send a new dispatch:
Installation
Follow these instructions to install the Trips History add-in.
Connect Geotab to doForms
Before the add-in can be used, your doForms administrator must perform a one time step that links your Geotab account to your doForms account.
Follow these instructions to connect Geotab to doForms.
Logging in
After Geotab and doForms are connected, the add-in will automatically log the user in to doForms as the doForms web user that matches the email of the logged in Geotab user.
Match Geotab vehicle to doForms mobile user
Follow the instructions under Configure doForms Mobile Users to match the Geotab vehicle to a doForms mobile user.
Available to Advanced and Premium plans.