As part of your customizable driver app settings, you can also customize the Samsara Driver App to include a workflow that matches your fleet processes. Workflows consist of a customizable list of optional or required tasks for all or select drivers to complete at Start of Day, at a Route Stop, or End of Day (Beta).
Note
Some features are in Beta and are not yet available to all customers. See Beta Feature Management if you would like to test Driver Workflow Improvements.
The following tasks can be added to any workflow:
|
Task Type |
Prompt Description |
|---|---|
|
Select Vehicle |
Prompt a driver to select a vehicle |
|
Select Trailer |
Prompt a driver to select a trailer |
|
Start inspection for vehicle |
Prompt a driver to start an inspection or DVIR on their selected vehicle To start this task:
|
|
Start inspection for trailer |
Prompt a driver to start an inspection or DVIR on the selected trailer To start this task:
|
|
Create document |
Prompt a driver to complete a document type. When adding a document task, the document type can be chosen, and it can also be changed on the side bar after the task has been created. To add this task, you must first create a Driver Document. |
|
Review unassigned hours |
(HOS only) Prompt a driver to review any pending unassigned hours for the currently selected vehicle. To start this task:
|
|
Review carrier edits |
(HOS only) Prompt a driver to review any pending HOS carrier edits. |
|
Review carrier assignment |
If a carrier proposed assignment has been created via API (see documentation), this task can be used to prompt a driver to review the assignment. |
|
Open external link |
Prompt a driver to visit a website or application external to the Samsara Driver App. This is particularly helpful for drivers who need resources not available through Samsara. |
|
Go On Duty |
(HOS only) Prompt a driver to go on duty. This is particularly helpful if going on duty is an important part of a driver’s pre-trip routine. |
|
Go Off Duty |
(HOS only) Prompt a driver to go off duty. This is particularly helpful if going off duty is an important part of a driver's post-trip routine. |
|
Enter shipping ID |
(HOS only) Prompt a driver to enter a shipping ID. |
|
Certify logs |
(HOS only) Prompt a driver to certify their HOS logs. |
To create a new driver workflow, perform the following steps:
-
Select the Settings icon (
) at the bottom of your Fleet menu to view dashboard settings. -
From Fleet > Driver App, select the Workflows tab.
-
Select the workflow trigger:
-
Start of Day: the driver completes the driver app workflow every time they sign in to the app. (Beta) You can create more than one Start of Day workflow, but only one workflow can be assigned to a driver at a time.
-
Stop Arrival: the driver completes the driver app workflow every time they arrive at a route stop.
-
End of Day (Beta): the driver completes the driver app workflow every time they attempt to sign out of the app. This prompt occurs before any reminders to review and certify logs and the confirmation screen to go off duty or stay on duty after driver app sign-off. You can create more than one End of Day workflow, but only one workflow can be assigned to a driver at a time.
-
-
You have the option to use a template with modifiable pre-populated tasks or to create a new custom workflow. Select your preference and Create to proceed to the task list.
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Assign a title for your workflow.
-
To add a task to the workflow, click + Add task. Use the table above for available tasks and task descriptions.
-
You can re-order, assign a step as mandatory, or delete a task:
-
Re-order a task: click and hold the task move icon (
) and drag the task to the desired step. -
Make a task mandatory: Click the task and select Make this task required from the task details on the right. Mandatory tasks cannot be skipped by the driver and must be completed before they can exit the wizard.
Note
Go Off Duty tasks cannot be marked as mandatory.
-
Delete a task: Click the task and select Delete task from the task details on the right.
-
-
Publish to save the workflow,
-
Select the drivers to complete the workflow.
-
Click Done to assign the workflow to the selected drivers.
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Confirm to acknowledge when drivers will see the workflow.
-
To Delete Workflow or Unpublish Workflow, select more options (...) on the workflow tile.
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