Complete a Digital Form for a Route Stop

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Written by Charissa F.
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Requires one of the following licenses:

Routing Forms are digital forms specific to your route-based workflow, such as proof of delivery (POD), bill of lading (BOL), and other common transportation forms. If you have a Routing Form you need to complete, it displays as a task once you reach the stop it was assigned to. For example, if you are picking up cargo from a warehouse and you need to fill out a Routing Form confirming pickup, it will display as a task to complete after you arrive at the warehouse.

You can complete the forms when necessary through the Samsara dashboard Forms tile. For more information, see Complete a Digital Form. Otherwise, you can complete a routing form upon stop arrival.

To complete a routing form upon stop arrival, perform the following workflow:

  1. From the Samsara Driver App, tap the stop you're currently at.

  2. Under Forms, select the assigned Routing Form to fill it out.

    complete_assigned_routing_form.png

  3. After you complete the form, tap Submit.

    routing_forms_submit.png

    If you are offline, submissions sync when connectivity is restored. Submitted forms are logged to the associated route stop.

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