Routing Forms are purpose-built forms for route-based workflows such as proof of delivery (POD), bill of lading (BOL), and other common transportation workflows. When assigned to a route stop, a Routing Form displays as a task for the driver to complete at that stop. Routing Forms provide a more structured and scalable method of standardize route tasks, and serve as an alternative to driver documents. They are designed for transportation and warehousing organizations using route stop tasks, TMS integrations, or manual delivery documentation.
To learn more about how to use Routing Forms and what features are available to your organization, select a topic from the following list:
To view how drivers complete a Routing Form, see Complete a Digital Form for a Route Stop.
You can build a Routing Form from the Samsara dashboard, through the Template Builder (Forms > Templates). For step by step instruction, see Create Digital Forms.
When building a form, category selection is required. To access the Routing-specific experience, select Routing from the Category drop-down menu.
Routing Forms are integrated with Route Stops and you can assign them in the following ways:
To manually assign a Routing Form through the Samsara dashboard, perform the following workflow:
-
From the Samsara dashboard, select Dispatch (
) > Routes.
-
Select a route.
-
Choose a specific stop on the route, then click View Details.
-
Under Forms, select + Add Form to add an existing Routing Form template.
If you need to create a Routing Form, see Build Routing Form Templates
After the form is assigned, it is available to the driver when they reach the stop in the Samsara Driver App.
If you are a developer, you can assign Routing Forms to Route Stops programmatically through our Forms API developer guide. This is best for integration with TMS and automated dispatch workflows.
Routing Forms are scoped into two experience tiers depending on your license. All telematics product licenses include the following access for Routing Forms, at minimum:
|
Forms Feature |
Access |
|---|---|
|
Templates |
Maximum 10 templates per Forms category Build templates in Routing category (through the template library, AI template creation, or from scratch) |
|
Forms |
Maximum 20 fields per template All form fields |
|
Issues |
Submit adhoc Issues |
|
Other |
Samsara Driver App and Samsara dashboard submissions Basic alerts ACR APIs |
Your organization may have additional feature access as part of your licensing plan. To learn more, contact your Samsara sales representative.
Comments
0 comments
Article is closed for comments.