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doForms Support

Map add-in

Judah Sali
  • Updated

The doForms Map add-in allows dispatchers using the Geotab system to view active dispatches and recent data captured in doForms.

Using the Map add-in

General

Use the toolbar at the top of the add-in for general actions:

Action_bar.png

doForms button.png Open the doForms Workforce Manager site for additional data and dispatching options.

help button.png Open this help page.

refresh button.png Refresh the data in the add-in.

Mobile user

Every Geotab vehicle visible in the map will display if it can be matched to a doForms mobile user:

Map addin 1 (1).png

View the doForms nickname and Geotab (vehicle name) of the mobile user. Hover over the nickname to view details about the doForms mobile user.

filter button.png Filter the active dispatches by status.

collapse button.png Collapse or Expand the mobile user.

dispatch button.png Send a new dispatch to the mobile user.

Dispatches

All active dispatches assigned to the mobile user are displayed under Dispatches. The current status and record name of the dispatch are visible. Dispatches are sorted with the most recently updated at the top. Hover over the record name to view more details about the dispatch.

Map_addin_2.png

Dispatch actions

Click on a dispatch to open the dispatch menu:

dispatch menu.png

  • History: View the history of the dispatch.
  • Copy: Copy the dispatch and open the copy for editing.
  • Edit: Edit the dispatch if the status is before Sent or after Viewed.
  • Delete: Delete the dispatch. Available when the status is before Sent or after Viewed. 
  • View: View the dispatch in a read only format that can be downloaded, printed or emailed.
  • Recall: Cancel the dispatch and remove it from the device. Available when the status is Sent, Received or Viewed.

Events

All form submissions, timesheet entries and custom status updates received in the last 12 hours are displayed under Events. This provides a look at the recent activity of the mobile user.

Installation

Follow these instructions to install the Map 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 connect 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.

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