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Trips History add-in

Judah Sali
  • Updated

 

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

View trip history

Every trip selected to display in the Geotab trip history map will display in the doForms add-in.

  • The trip number 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 displayed:

    doForms_Trips_History_4.PNG

  • For more details, click a form submission. Select Edit to edit the submission or View to view or print the submission:
    doForms_Trips_History_5.PNG

Send a new dispatch

  • Click on any vehicle in the map and select the Send dispatch option from the menu:
    doForms_Trips_History_3.PNG

  • Or, click on the doForms mobile nickname and select Send dispatch:
    doForms_Trips_History_6.PNG

Refresh

Click refresh to re-load information from doForms:

doForms_Trips_History_2.PNG

Installation

  1. In MyGeotab, navigate to System > System Settings > Add-Ins.
  2. Make sure "Allow unsigned Add-Ins" is On.
  3. Click New Add-In.
  4. Replace the text in the Configuration tab with the text below: 
    {
      "name": "doForms Trips",
      "supportEmail": "support@doforms.com",
      "version": "1.0",
      "items": [
        {
          "page": "tripsHistory",
          "title": "doForms",
          "mapScript": {
            "url": "https://geotab-dot-doforms-portal.ue.r.appspot.com/doformsTripshistory.html"
          }
        }
      ],
      "isSigned": false
    }
  5. Click OK.
  6. Click Save.

Logging in

Before the add-in can be used, your doForms administrator must link your Geotab account with your doForms account. If you already use the doForms Map add-in, this step may have already been completed.

  1. In MyGeotab, navigate to Trips History.
  2. Select at least one vehicle or driver, and then select at least one trip so it displays on the map.
  3. The doForms Trips History add-in will display in the right panel.
  4. If the add-in does not look like the image blow, the log in step has already been completed.
  5. Enter the doForms administrator email address and password, and the doForms account that should be linked to Geotab.
    Note: The email does not need to match the email address of the currently logged in Geotab user.
  6. Click Connect to doForms.
    doForms_Trips_History_1.PNG
  7. After Geotab and doForms are linked, the add-in will automatically log the user in to the doForms web user account that matches the email of the logged in Geotab user.

Configuration

Mobile units to Drivers

doForms mobile units are matched to Geotab drivers by email address.

Note: The email field is optional in the doForms mobile unit, however it must be populated for the mobile unit to be matched to a driver.

Mobile units to Vehicles

Please contact doForms support if you would like to match your doForms mobile units to your Geotab vehicles (for example, if the mobile units are mounted in vehicles).

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