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:
Open the doForms Workforce Manager site for additional data and dispatching options.
Open this help page.
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:
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 the active dispatches by status.
Collapse or Expand the mobile user.
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.
Dispatch actions
Click on a dispatch to open the dispatch menu:
- 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.