WSX Mobile -TRUCK PDT

The Truck version of the WSX Mobile application is designed to provide Truck Drivers with the ability to,

Receive jobs, communicate job progress with despatch and complete delivery requirements,
Edit or create jobs on the PDT (where activated),
Send and receive text messages to despatch,
Update stocks in (where activated),

The screens and functions contained within this application and their use are outlined below.

Logging In

To login, from the Login page,

- - If your truck Registration is not already displayed, select this by touching on the Please Choose... text beside 'Registration' and from the 'Choose Registration' screen that presents, select the correct registration. Note:
    - - You can scroll to the required registration or touch on any of the numbers or letters along the top to be taken to that location in the list.
  - Enter your Login PIN (if you are unsure of this please contact your despatch or Trimble Support). Note:
    - - The cursor will not display in the Login area - you can simply just start typing to enter the PIN.
      - The DELETE button will delete the entered PIN one character at a time
  - Once the registration has been selected and the Login PIN entered, click SUBMIT to login
  - Once successfully logged in you will be presented with the Disclaimer screen. You must select ACCEPT within this screen to progress.

If you experience any errors attempting to set-up or login to the app, please refer to the PDT troubleshooting section.

Icons/Buttons and their Function

The icons and their associated function that exist within the WSX Mobile application are outlined below.

Log Out

MTDATA Talon

Save

Cancel

Send

Delete

Add

Certificate

Oncart

Backload

Docket Details Required

Data Required

Job Unread

The following icons may display with differing colours to indicate current status of this function, as outlined below

Battery Charge Level

Green - Full
Orange - Moderate
Red - Low

WSX Connectivity

Green - Connection active
Red - No current connection

WSX List Data

Green - Up to date
Orange - Updating
Red - Not active

WSX Sync Status

Green - Within 60 seconds
Orange - Between 60 - 120 seconds
Red - Beyond 120 seconds

MTData GPS & Tablet GPS

Green - GPS Connection active
Red - No current GPS signal

Notes:

Where GPS signal is poor the text 'Getting Better GPS fix' will also display
Where the small yellow box displays as part of the icon, this indicates the GPS feed is coming from the device and not an external GPS feed, e.g. not from MTData GPS.

MAIN ScreenS

Once logged in, the application will present on the DASHBOARD tab, with other tabs along the top allowing for access to the following screens/functions,

JOBS Displays all current jobs assigned to the truck

MESSAGES Displays and allows the driver to respond to messages sent to the truck from despatch

SETTINGS Allows access to application settings

PDT Data LOADING

Note: PDT's update background data on average every 55 seconds and when updating the following screen will present. It will take approx 30 seconds for this screen to load the first time opening the app.

DASHBOARD

The diagram below displays the Dashboard with associated features. An explanation of each of these features is listed below.

As shown above, the DASHBOARD screen displays and provides access to the following,

Logged in User & Truck Registration display.
Current Time - Tap to switch between 12 and 24 hour clock.
Status Icons - Icons displaying the current status of the app and its comms with GPS and WSX (see icons section above for detail).
Third Party App Access - Buttons allowing access to installed third party applications, e.g. MTData, C3 Bush Docket App, LOGR, etc. See the 'Settings' section below for instruction on activating/deactivating these buttons.
Distance to - Displays the distance to either the Crew or the Customer, depending on job status. Note, this is the distance 'as the crow flies', i.e. in a straight line - this does not display genuine travel distance by route.
Speed [GPS] - Displays the GPS speed as provided by the devices inbuilt GPS speed capture.
Active Job - The currently active job on the device shows in the box in the bottom left hand corner.
- - Tapping this box will take you to the Job Details screen
  - Tapping the Status button will allow you to manually update the status (if manual status is activated for the job)
Next Jobs - Displays up to the the next two planned jobs. Tapping this box will take you to the JOBS screen.
Directions for Current Job - Displays directions for the currently active job. If not all directions are showing, tapping on this box will open a pop-up screen to display the full directions.

JoBS Screen

Jobs received from dispatch will present in the JOBS tab with each displaying with the following information,

Time At Crew (either Start Time or ETA depending on status)
Logging Crew or Uplift Location
Uplift Log Grade
Delivery Customer
Docket Number (if allocated to the uplift)
Journey Status
Other Icons if relevant (see icons section above)

Displayed at the top of the JOBS screen is the logged in user and to the left of the battery symbol is shown the distance (as the crow flies) to the next Crew or Customer, dependant on current job status.

Once a Job has progressed past the Confirmed status (see the Undertaking a Job section below), tapping on the job will open the Job Details screen showing all information related to the job. Note, in the Job Details screen;

Scroll down to view all details for each uplift.
Where a job has multiple uplifts, to scroll between these swipe left or right on the screen.
Where Job Edit functionality is activated, tapping on the Blue Pencil icon in bottom right-hand corner of the Job Details screen will open the Job Edit screen (see below for details on editing jobs)

UNDERTAKING A JOB

Each job received follows a standard set of steps and statuses to reach completion, at which time it is then removed from the JOBS screen. These steps are outlined below. Jobs created or edited on the device are covered in additional sections below.

Note: Job status updates may either be undertaken by,

Manual Status- updated by the driver on the device, or
Auto-Status - updated automatically by the entry and exit of geofences at the start location, crew or customer, or
A combination of the above

The method by which status updates occur for your job is specific to the despatch operation from which they are sent. If you are unsure about this process please consult with the relevant despatch operation.

The steps and statuses for a "standard" job are outlined below.

CONFirming a JOB

To progress the job you must first confirm the job. All jobs must be confirmed before starting.

To confirm the job,

Tap on the brown PLANNED button beside the job - this presents the Confirm Job screen.
If all details are accurate and you can complete the job, click the orange CONFIRM button at the bottom of the screen.

Once confirmed you will be returned to the main JOBS screen with the job status now showing as CONFIRMED

Note: When in the Job Details screen you can check the directions to the logging crew by tapping on the orange DISPLAY DIRECTIONS text

Where unconfirmed jobs exist on your device you will also be prompt from time to time to confirm these. You can confirm the job from this prompt by selecting the GO TO JOBS SCREEN option and following the above process, or you can confirm the job later by selecting NOT NOW.

STARTING a JOB

Once a job is confirmed you can start the job.

In most cases once you start moving the job will automatically trigger the ON ROUTE status, however, if this does not occur and you have manual status capability, you can set the job to ON ROUTE by tapping on the orange CONFIRMED button and selecting YES from the 'Update Status' prompt that appears.

Note: If you have jobs remaining on the device prior to the one you are now starting, these must be completed and cleared from the PDT. Old jobs may prevent the triggering of auto-status updates for your current job.

At THE CREW

On arrival at the crew, if the operation is set for auto-status the job will automatically trigger and display the AT CREW status.

If using manual status, you need to tap the ON ROUTE button and select YES to the 'Update Status' message that presents.

Note: If the crew has a Proximity Geofence established you may also notice the ON ROUTE button change to AT PROX, indicating you are now inside the proximity geofence.

Once you have completed loading at the crew and depart, if the operation is set for auto-status the job will automatically trigger and display the LOADED status.

If using manual status, you need to tap the AT CREW button and select YES to the 'Update Status' message that presents.

Pre-Notification - If the Customer is set to require docket pre-notification, on reaching the At Crew status you will be presented with the 'Pre-Notification' screen. You must complete any field in this screen displaying with an exclamation mark in a red box; to enter data simply tap on the field and complete the entry.

Note: Completing this pre-notification does not preclude the requirement for other pre-notifications, e.g. you must still complete any C3 or ISO prenotification requirements.

If pre-notification is required and this was not completed when reaching At Crew, the pre-notification screen will again prompt when reaching the Loaded status and you are required to complete this.

Where pre-notification is required a PRE-NOTE button will also display against the job when the At Gang status is reached. This allows you to access the pre-note screen and return data at any stage.

Note: Not completing the required fields in the pre-notification screen may result in your data not being available at the weighbridge or scaling shed on your arrival, leading to delays.

At THE Customer

On arrival at the customer, if the operation is set for auto-status the job will automatically trigger and display the AT CUSTOMER status.

If using manual status, you need to tap the LOADED button and select YES to the 'Update Status' message that presents.

Note: If the Customer has a Proximity Geofence established you may also notice the LOADED button change to a lighter shade of purple, indicating you are now inside the proximity geofence.

Once you have completed unloading at the customer and depart, if the operation is set for auto-status the job will automatically trigger either,

EMPTY - This occurs where all required dockets details have already been completed (see below). On reaching the EMPTY status the job is removed from the JOBS screen.
UNLOADED - This occurs where the required docket details are incomplete (see below). Jobs in the UNLOADED status remain on the JOBS screen so you can complete the required docket details.

If using manual status, you need to tap the AT CUSTOMER button and select YES to the 'Update Status' message that presents - this will update the job to either EMPTY or UNLOADED, as described above..

COMPLETING DOCKET DETAILS

Docket details for the job can be added at any stage of the journey by tapping on the job to present the Job Details screen. The Job Details screen will also automatically present on departure of the customer geofence where auto-status is active, or by manually selecting to Unload the job once in the At Customer status.

Job Details - To complete the required docket details for a job you must complete any field shown in red. To enter data against these fields simply tap on the field and complete the entry. Notes;

Weights - Must use a decimal place and require two decimal places e.g. 45.25
Volume - Must use a decimal place and require three decimal places e.g. 28.256
If you have entered data but the field still presents as red, this likely indicates you have not entered the value with the required number of decimal places.
If the job has more than one uplift you must complete the docket details for all uplifts. You can access additional uplifts by swiping right in the Job Details screen.

Once all required docket details have been entered for all uplifts, tap on the send button to complete.

Note: All jobs once fully completed should automatically be removed from your JOBS screen. If a completed job remains on the screen please check all details, update where required and send. If a completed job will not clear from your JOBS list please contact your despatch.

JOB Edit & CREATe

Some despatches activate functionality, controlled by Log Org, enabling you to either create jobs on the PDT, or to edit jobs you have received. Please discuss with your despatch the options available to you.

Where Job Edit functionality is enabled, this allows you to change elements of jobs received on the PDT, which may include the addition of further uplifts if activated, i.e. changing a single uplift job to a split load, or the removal of uplifts. The extent to which your job can be edited is controlled by your despatch which may allow you to change all elements of the job, or may limit changes to only certain elements, for example, to just the Customer and Log Grade to be uplifted. Again, please discuss the job edit options available to you with your despatch if you are unsure.

EDITING A JOB

To edit a job and its associated uplifts,

Tap on the job in the JOBS screen and from within the Job Details screen that presents, tap on the edit (pencil) icon in the bottom right hand corner of the screen.
In the Edit Job screen that presents, if permissions allow, you can edit the Truck Company, Truck or Trailer by tapping on the field and selecting from the list presented. You can also select the Backload Type and assign a Permit to the job if required.
To edit an uplift, tap on the uplift and select Edit Uplift in the screen that presents.

In the Edit Uplift screen that then presents, dependant on the allocated permissions, you can edit any of the fields presented by tapping on the field and selecting from the list provided.
Once all required changes are made, to save the changes tap on the save (disk) icon on the top right-hand corner.
When returned to the Edit Job screen, send your changes to despatch (WSX) by tapping on the send (paper plane) icon and selecting YES to the 'Confirm Job Submit' screen that presents.

After the changes have been sent to despatch (WSX), you are then returned to the JOBS screen where the job will display on your PDT in red, until such time as the changes have been validated in WSX and the updated job sent back to the PDT.
Notes;
Only those fields displayed in white text can be edited - those in grey text cannot.

The available items in each list are controlled by the edit options established by your despatch - if data you require does not present in the list please contact your despatch

ADDING AN UPLIFT (Tutorial Link)

To add an uplift to a job,

Tap on the job in the JOBS screen and from within the Job Details screen that presents, tap on the edit (pencil icon) in the bottom right hand corner of the screen.

In the Edit Job screen that presents, tap on the plus icon in the bottom right-hand corner
In the Add Uplift screen that presents, all fields with the exception of Grade will automatically be populated with details matching those of the first uplift, however, any field can be changed by tapping on the field and selecting from the list presented.
Once all required changes are made, to save tap on the save (disk) icon on the top right-hand corner.

When returned to the Edit Job screen, review your changes and send to despatch (WSX) by tapping on the send (paper plane) icon in the top right-hand corner and selecting YES to the 'Confirm job Submit' screen that presents.
After the changes have been sent to despatch (WSX), you are returned to the JOBS screen where the job will display on your PDT in red, until such time as the changes have been validated in WSX and the updated job sent back to the PDT.
Note: You can edit an existing uplift, delete an existing uplift and add a new uplift against a job and send all changes at the same time if required.

DELETING AN UPLIFT

To delete an uplift from a job,

Tap on the job in the JOBS screen,
From within the Job Details screen that presents, tap on the edit (pencil) icon in the bottom right-hand corner of the screen.

In the Edit Job screen that presents, tap on the uplift you wish to delete and select Delete Uplift in the screen that presents
Select YES on the message “Attention: This will permanently remove the uplift from the job. Do you wish to proceed?”

When returned to the Edit Job screen with the uplift removed, to submit the changes, tap on the send icon (paper plane) and select YES to the 'Confirm Job Submit' screen that presents.
After the changes have been sent to despatch (WSX), you are then returned to the JOBS screen where the job will display on your PDT in red, until such time as the changes have been validated in WSX and the updated job sent back to the PDT.
Notes:
- - You can both edit an uplift, delete an uplift against a job and send changes at the same time.
  - If permissions allow and you remove all uplifts from the job, you will also be prompt with the option to fully delete the job.

CREATING A JOB

Where permissions allow, a job can be created on the PDT. To create a job,

Tap on the plus icon in the JOBS screen.
From within the Create Job screen that presents, you can change the start date & time, the truck company, truck and/or trailer, select the Backload status and assign a Permit if required.
To add an uplift, tap on the plus icon in the bottom right-hand corner of the screen.
In the Add Uplift screen that presents, tap on each of the fields starting from the Docket Issuer and working down, selecting the data you require from the lists presented. Note that where only a single option exists for selection, the field may be automatically populated.

If a second uplift is required for the job, repeat the add uplift process. Where two or more uplifts are assigned to a job, check they are assigned correctly to the truck or the trailer and modify where necessary by editing the uplifts.
Once all selections are made, to save tap on the save (disk) icon on the top right-hand corner.

Once all uplifts have been added to the job, from within the Create Job screen, review your changes and send to despatch (WSX) by tapping on the send (paper plane) icon in the top right-hand corner.
On sending the job you will be prompt to select the current status of the job being added - simply tap on the required status and this will finalise the send.

Once the job has been sent you are returned to the JOBS screen where the job will display on your PDT in red, until such time as the changes have been validated in WSX and the updated job sent back to the PDT, at which time it will display in white.
- - Note: If you are using Electronically Generated Docket Numbers (ED's), the ED is generated when the job is successfully added to WSX and will be included when the job is returned to the PDT, i.e. the ED will display once the job is displayed in white.

STOCK UPDATE - TRUCK

Where activated by your despatch you may be prompt to return a stock update after you have loaded at the crew. The following stock call types may be requested from the truck,

Full Update – An update for all stock items for the gang location(s) associated with the uplift(s) .
Threshold – An update for stock items for the gang location(s) associated with the uplift(s), where the current WSX stock quantity is below a set threshold value, e.g. if threshold is set as 2 loads you will be required to return a stock update for all stock items with a stock quantity less than 2 loads.
Uplift Log Grades – An update for only the Log Grade(s) associated to the uplift(s) on the journey.

NOTE: STOCK UPDATES FROM A TRUCK SHOULD BE BASED ON THE REMAINING STOCK AFTER YOU HAVE LOADED

To Update Stocks:

- Where a stock update is required, you will be prompt when reaching the At Crew status with the Stock Level Update screen.
- Once you have completed loading, enter the stock quantity, in loads, for the Log Grades presented. Please do not complete the Stock Call until after you have loaded.
- To update a stock value, tap on the quantity field for the Log Grade in the Stock column and add the required number of loads.
- To add a Fell Date (if required), tap on the 'Add Fell Date' text and select the from the date selector
- A Comment can also be added if required by tapping the grey + icon to the right of the Fell Date.
- Once all the required updates have been made, send the update to despatch (WSX) by tapping on the send (paper plane) icon and selecting OK to the 'Do Stock Call' screen that presents.
- Once sent you will be returned to the JOBS screen.

Note: The stock update will only send to WSX once your job status reaches Loaded, i.e. if recorded when in the At Gang status it is held on the device until the Loaded status is reached. This ensures the update is only applied to WSX after your load has been removed from the current WSX stock record.

messages screen

The MESSAGES screen displays messages sent from despatch (WSX) and allows you to reply or create send messages to despatch.

To send a message, click the + at the bottom right hand side of the screen, select the appropriate despatch (database) and select either,

- - Free Form Text Message - allows for creation of a free-text message, or
  - A Pre-Canned Message - selecting one of the following
    - - Delay - I have broken down
      - Delay - I have a flat tyre
      - Delay - Truck in repairs
      - I am on the road again
Note: The background colour of the message indicates the following
- - Blue - Sent from despatcher (WSX) to PDT
  - Green - Sent from PDT to despatch (WSX)
  - Orange - Automated message sent from WSX (to PDT)

SETTINGS screen

The SETTINGS screen allows you to alter certain elements of how the application behaves or displays. These options are outlined below,

Brightness - Allows you to control the brightness of text and buttons within the app. To adjust the brightness, slide the blue bar either left or right.
Notification Text Colour - This allows you to modify the colour of text and buttons displayed for notifications, e.g. required filed such as weights show by default as red. To change the colour simply select one of the three 'CHANGE TO' colour option buttons
Hide Auto Generated Messages from Message List - Where activated this prevents messages automatically generated by the PDT from displaying in the MESSAGES screen, e.g. "Driver declined to confirm job", "Driver read auto-notification", etc.
Hide "Updating List Data..." Notification - Where activated this prevents this message from showing when list data is being updated. Note that it does not stop the app from being locked momentarily during such updates.
CLEAR LISTS - This function allows you to clear all of the existing data lists on the app, allowing for a fresh download of data from WSX.
- - NOTE: This option should only be used in consultation with Trimble Support and will require a daily passcode to allow the clear to initiate.
RESET APPLICATION - This function allows you clear the existing set-up for the app, allowing you to re-set-up the app again from scratch.
- - NOTE: This option should only be used in consultation with Trimble Support and will require a daily passcode to allow the reset, along with the required details to re-set-up the app, i.e. Fleet No. and Password.
MANAGE 3RD PARTY APPLICATIONS - This function allows you to control which 3rd Party App buttons are active within the Dashboard and the order in which they present. When selected, within the 'Manage Third Party Applications ' screen that presents,
- - Switch on/off buttons but tapping the toggle button
  - Move the app up/down in the list using the up/down arrows

NOTE: The apps you require must be installed separately on the device to allow these buttons to access and open them - this function does not install the apps, simply allows you to access them if they are already installed.

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