Driver Workflow enables you to control the functionality of the Yojee driver app, encompassing the management of signature and photo requirements, default settings, and reporting options.
In this section, see how to:
- Set Driver Task Actions for each pickup or delivery
- Configuration the driver app defaults
- Enable Gate Pass
- Manage Report Reasons
To access Driver workflow, go to Manage via the profile menu in the top right
Then select Drivers > Driver Workflow
Task Actions
Task actions enable you to specify when a driver should collect a signature or take a photo. You can assign these actions to either the pickup or drop-off tasks, allowing them to be performed upon task completion or when an issue is reported.
Upload Signature
Allows the driver to obtain the signature at the pickup or drop-off point at completion or upon failure. This setting is optional only and cannot be set as mandatory.
🙌Did you know you can edit the signature message?
Click on the pencil as shown below and customise the message shown to your drivers.
Enter your message in the box shown, and SAVE
When a new job is assigned to the driver, the message will appear upon capturing the signature.
Please note when signing the customer will also see this message.
Upload Photo
Allows the driver to capture an image of the goods at the pickup or drop-off point at completion or upon failure.
Submit OTP
Allows the driver to request a one-time pin from the pickup or drop-off contact upon completion.
Include timestamp in photos
This will add a timestamp watermark to the bottom of any photo taken within the Driver App when enabled and applied to all driver devices. When disabled the watermark is not longer visible. See here for more information.
Note
When uploading photos from the mobile device gallery, timestamps will not be included. This distinction ensures that there is a visible difference between images uploaded from the gallery and those taken at the point of delivery when the 'Include timestamp in photos' feature is enabled.
Configuration
Configuration allows you to set the default task list view for the drivers in the Yojee Driver app.
Select from either:
- Commit Date - Tasks are shown on the calendar day of they are commited to complete
- Assigned Date - Tasks are displayed on calendar date they are assigned
- All Assigned Task - All tasks assigned to driver are displayed regardless of date
Note
A driver can change their preferred view via the Driver App settings. See here for instructions.
Gate Pass
Enabling the gate pass will enable an additional action in the driver app to generate a barcode for to be shown at an entry gate should additional verification be required.
See Enable Driver App Gate Pass for more information setting this up.
Report Reasons
Report reasons are a set of saved options for your driver to select when a task is failed. For eg, the driver may arrive and it is the incorrect address, closed, or refused due to damage, the dispatcher can configure these within Yojee.
To access the Report Reasons, go to Manage > Drivers > Driver App > Report Reasons
1. Click on Add Report Reasons to add a new reason to select from
2a) Enter your reason code (if applicable) and description of your reason eg: Damaged and then select Save.
2b) If you have a large set of reasons to create, click on the Batch Upload tab to upload.
To obtain a template simply select the Excel or CSV option and download. Once the template is configured and saved, upload it to this screen and select Save.
Once saved, the reasons for the driver to select from will be shown on the driver app
Bulk Actions
You can also update the reasons in bulk, by selecting the items and using the options to edit, delete or download.
⚠️ Please note the ID is for internal Yojee use only and should not be used unless it is for updating the existing reasons.
👏TIP
Would you like to give your drivers the option to enter their own reasons? No worries! You can easily enable this feature by making sure that you toggle on the "Allow drivers to add a custom reason" option.
