DriverConnect Portal Help
DriverConnect Portal Help Table of Contents About DriverConnect................................................. 5 Terminology ............................................................................. 6 Important Note......................................................................... 6 How Do I…? ............................................................. 7 Common Functions in the DriverConnect Portal ............................. 7 User Dashboard .............................................
DriverConnect Portal Help Snapshot ............................................................................... 79 Hours of Service ..................................................................... 83 Vehicle Inspections ................................................................. 92 Personal Conveyance............................................................... 97 HOS Violations ....................................................................... 98 Current Totals ......................
DriverConnect Portal Help Subscription ..........................................................................141 Chat With Us .........................................................................146 Sign Out ...............................................................................147 Messaging ............................................................ 148 Chats Tab .............................................................................148 Contacts Tab ...............................
DriverConnect Portal Help About DriverConnect DriverConnect is an integrated platform that consists of the DriverConnect app installed on an Android™based device (a tablet or a smartphone), a cloudbased web portal, and a Rand McNally ELD. The ELD automatically gathers driving data and sends the data to an Android™ device or tablet over Bluetooth®. DriverConnect uses an internet connection (cellular or Wi-Fi™) from the Android™ device to store that data in a cloud-based online account.
DriverConnect Portal Help Terminology These terms are used throughout this guide: ELD is short for Electronic Logging Device. An ELD connects directly to your truck and send information over Bluetooth® to your Android™ device or tablet. Your ELD refers to the specific Rand McNally ELD installed in your vehicle, such as the ELD 50 or DC 200 or DC 210. An Android™ Device means the Android™-based smartphone or tablet on which you have installed and use the DriverConnect app.
DriverConnect Portal Help How Do I…? Common Functions in the DriverConnect Portal These questions provide a quick overview on how to do basic tasks in the DriverConnect portal. Note: Some functions may not be available, depending on your company’s subscription level and your individual access level. All Users How do I change my personal information, such as my name, email, or Driver ID? Click your name in the menu bar, and select Profile (page 126). Make the changes you need and click Update.
DriverConnect Portal Help How do I manage my contacts? Manage contacts from the Contacts Tab (page 151). Contacts are uploaded automatically and include all drivers and managers in your terminal or fleet. You can create group contacts, where you can send and receive messages from multiple people at once. Use the Contacts tab and click Create New Group to get started.
DriverConnect Portal Help In the Compliance menu, select Vehicle Inspections (page 83). Enter a date range and click Search. Click the text in a returned record to display the report. How do I find information for IFTA reporting? Note: You must have a subscription to the Core plan to access these functions. In the Fuel Taxes menu, you can access the select State Mileage (page 110), State Crossings (page 113), and Fuel Purchase (page 115) menu options. The State Mileage page displays miles driven per state.
DriverConnect Portal Help Note: The report will display exactly what appears on your screen, including the date range and all formatting options selected. Terminal Managers How do I change my terminal information? Click your name in the menu bar, and select Terminal Info (page 138). Make the changes you need and click Update. How do I view my drivers? Click the Management link in the menu bar, then Users (page 42). Changes to user profiles must be made by the fleet manager.
DriverConnect Portal Help Use the Groups page (57) to add drivers or vehicles into a group for quick searches. Click Management in the menu bar and select Groups. Click +New Group to create a new group or click on an existing group to edit. Select or deselect group members from the left column and click Create (or Update). Fleet Managers How do I change my subscription? Click your name in the menu bar, and select Subscription (page 141). Click Manage to change your subscription level.
DriverConnect Portal Help How do I add a new driver or terminal manager? Click the Management link in the menu bar, then Users (page 42). Click +New User. You can select Driver or Terminal Manager in the Select Role dropdown. How do I view my vehicles? Click the Management link in the menu bar, then Tractors (page 55). This page includes all vehicles (Tractor numbers) recorded by drivers through the DriverConnect app. Click a vehicle to assign it to a new terminal.
DriverConnect Portal Help You can manage your terminal by clicking the text in a row. Make the changes you need and click Update. You can also click the – in a row to delete that terminal. How do I use driver and vehicle groups? Use the Groups page (57) to add drivers or vehicles into a group for quick searches. Click Management in the menu bar and select Groups. Click +New Group to create a new group or click on an existing group to edit.
DriverConnect Portal Help Click the Messaging tab in the menu bar, and click the Workflow Tab (page 157). Click +New Workflow. Select a driver and a workflow, enter completion times, and click Send Workflow. How do I view the status of a workflow? Click the Messaging tab in the menu bar, and click the Workflow Tab (page 157). The workflows in progress display, with statuses for each task and the workflow overall. Click a workflow in progress to view information, including completed forms.
DriverConnect Portal Help User Dashboard The Mapping page displays upon login. This is your dashboard and allows you to track the location and movement of your truck(s). Mapping The Mapping page is the first page you see when you log in to DriverConnect. This page displays a map showing the most recent location of each vehicle registered to you. When connected to the internet, the DriverConnect app sends location information to the portal.
DriverConnect Portal Help On the Tractor Mapping page, you can: 1. Select your filters from the dropdown menus and click Search. See how to use Search Filters (page 163). If you are a driver, only your information displays. 2. Click a truck or breadcrumb icon to view more information about the vehicle, including tractor and driver information, current HOS statuses and timers, and events. Selected trucks are outlined in yellow.
DriverConnect Portal Help 4. Click the Choose view icon in the lower right for additional mapping options. 5. Click a driver’s name to open a Messaging screen and compose a message to the driver. 6. Search for a location by typing in the single-line search field. See below for details. Notes: • The default view for fleet and terminal managers shows locations of all trucks for the previous 15 days. • Selecting an option from one menu may disable another menu.
DriverConnect Portal Help Truck and Breadcrumb Icons and Information A truck’s current location is displayed by the truck icon. Previous locations display along the route as arrowheads called breadcrumbs. A line of breadcrumbs provides a snapshot of the route traveled by the truck. Breadcrumbs only display when viewing the map for an individual driver. Normal breadcrumbs display in green. The selected breadcrumb displays with a yellow outline. Breadcrumbs in red indicate a violation or an event.
DriverConnect Portal Help Fleet and Terminal Managers: When viewing all drivers, only the truck icons display showing the locations of each truck in your fleet. The truck icon and breadcrumbs display once you select an individual driver to view. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Search Location The search bar overlaying the map provides a single-line destination search. You can use this search bar to search for destinations by keyword. Keywords can be a company name, street address, city center, etc. As you type, the closest matching possibilities display. if you do not immediately see the destination you are searching for, enter more information until it displays. © 2020 Rand McNally, Inc.
DriverConnect Portal Help To search for a destination: 1. Begin typing in the search bar. A list of matching locations displays. 2. Click the location you want to display. 3. The location displays on the map. 4. Details about the location display to the left. 5. Click Send as Destination to send the location to a driver as a navigable destination. See page 40. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Mapping Tools On the Mapping page, you can choose to display tractors, points of interest, and geofences. You can also access tools to draw fences and place POIs. The Display checkboxes allow you to show or hide tractors, POIs, geofences, and assets on the map. The Tools slider shows options for additional mapping tools. 1. Select a checkbox to display an option on the map; de-select the checkbox to hide the option.
DriverConnect Portal Help Place POI The Place POI functions allows you to add your own Points of Interests to the map. Points of Interest (POIs) are designated spots that may be valuable to your fleet. These can include any other location of interest to your drivers, such as rest stops, restaurants, weigh stations, etc. You can either place them manually or import POIs onto the map. You can view your drivers’ current position and breadcrumb path on the Mapping page to see when they are approaching a POI.
DriverConnect Portal Help Place a POI Manually 1. Click Place POI in the Tools section of the Mapping page. 2. As-you-go instructions display in the upper right corner of the map page. 3. Right-click on the map to place a POI. You can also left-click and drag the POI to move it to a new location. 4. Type a name for the POI and verify its location. 5. Click Save to save the POI. Or, click Delete to delete this POI and start again. 6.
DriverConnect Portal Help Import/Export a list of POIs 1. Click Place POI in the Tools section of the Mapping page. 2. Select Import in the Select POI Placement drop-down menu. Click Export POI to export a list of your POIs to a .csv file. 3. Click Choose File to select the .csv file to import from your computer. 4. Click Upload once you have selected the file. Note: Click the Sample CSV link to view an example file, which shows how the file needs to be formatted.
DriverConnect Portal Help 1. In the Tools section, click Place POI. 2. Click the POI you want to edit or delete. The selected POI displays in yellow, and the POI pane displays on the left side of the map. Other POIs display normally. 3. Type a new name. 4. Click Save to save the POI. Or, click Delete to delete the POI. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Draw Fence Geofences (or “fences”) are areas that you can define on the map that set boundaries for your drivers. On your Company Information page, you can set up email alerts when a driver crosses a fence. As the driver’s ELD sends location information, the DriverConnect system compares the location reported by the ELD to the coordinates you define for a fence. This is useful for tracking activity in and out of certain areas.
DriverConnect Portal Help Draw a fence 1. Click Draw Fence in the Tools section of the Mapping page. 2. As-you-go instructions display in the upper right corner of the map page. 3. Right-click on the map to place your first fence post. 4. Right-click again to place the next post. Continue right-clicking on the map to place as many posts as you need for your map. 5. Click the + and – buttons to zoom in and out for greater accuracy. 6. When you are finished placing posts, double-right-click to stop.
DriverConnect Portal Help 7. After your fence posts are set, click (left) and drag a fence post to change its location. You can also drag the whole fence by clicking inside the fence and dragging it. You cannot change a fence post location or drag the fence after you save the fence. 8. Type a name for the fence and select the Active checkbox. 9. Click Save to save the fence. Or, click Delete to delete the fence and start again. The Fences checkbox must be clicked to see the saved fence on the map.
DriverConnect Portal Help Edit or delete a fence Note: You can only edit the name and active status of a fence. You cannot add, change fence posts once you save a fence. To change posts, you need to delete and re-draw the fence. 1. In the Tools section, click Draw Fence. 2. Click the fence area you want to edit. The selected fence is outlined in red, and the Fence pane displays on the left side of the map. 3. Type a new name or select/de-select the Active checkbox. 4. Click Save to save the fence.
DriverConnect Portal Help Generate Report Reports show information about all of the drivers, tractors, and assets located within the visible map area. The report displays the following information for each driver: Driver Name and ID Date and Time of the last recorded portal event Tractor and Trailer Numbers Driving direction Most recent recorded event Last address recorded Speed, Odometer, and Engine RPM recordings 1.
DriverConnect Portal Help 3. Use the up/down and left/right scroll bars in the report sub-window to view all rows and columns. Use the next/previous page arrows to view different pages of the report. 4. Click on a row in the results table to center the map on and highlight the associated icon. Find Nearest The “Find Nearest” function shows you the location of the closest tractors, POIs, fences, and assets, in order, to a point within a radius that you specify.
DriverConnect Portal Help 1. Click Find Nearest in the Tools section of the Mapping page. 2. Right-click a point on the map to set as the mid-point of your search area. A circle displays on the map, with a radius (in miles) as set in the slider on the left. 3. Using the sliders to the left, set the radius (in miles) of the search area, and set the number of items nearest to your location to display. 4. Click Reset to restore the default values and remove the center point. 5. Click Search.
DriverConnect Portal Help Note: You cannot manually edit the latitude and longitude values. You must select a new point by right-clicking the map. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Route The Route functions allow you to: Set vehicle preferences (such as height, Hazmat type, etc.) to create truck-safe routes Create routes with up to 10 destinations Reorder routes Calculate tolls in advance Generate turn-by-turn directions for each leg of the trip. Send single- or multi-stop trips to a driver Create a Route 1. Click Route in the Tools section of the Mapping page. © 2020 Rand McNally, Inc.
DriverConnect Portal Help 2. In the Route Points section, begin by clicking in the text box for Stop A. 3. Begin typing in the search box to use the single-line destination search. Select the matching address form the search results. 4. Alternatively, you can click in the search box, then immediately left click a point on the map to automatically enter the address of the point you click. 5. After selecting a destination, an additional search box displays. Repeat steps 3 and 4 to add up to 10 destinations.
DriverConnect Portal Help To edit your route, click: 1. Clear all to delete all entered destinations. 2. Show all to zoom the map out to display all destinations in one view. 3. Reverse to reverse the order of all stops (the last stop will become the first stop, and so on). 4. The up arrow next to a destination to move it ahead in order 5. The down arrow to move it behind in order 6. The trash can icon to delete a destination 7. The white arrow to minimize the Route Points view.
DriverConnect Portal Help In the Route Details view: Each individual leg is broken out into different trips, with individual mileage and time calculations. 1. Click Show all to display the entire route on the map. 2. Click +Details to view the turn by turn directions for each leg. Click -Details to collapse the directions. 3. Click Send Stops to send the stop(s) to a driver. See page 40. 4. If the route contains tolls, the estimated toll costs display above the directions.
DriverConnect Portal Help Set Route Preferences Setting Route Preferences can ensure that the route generated is compatible with your vehicle(s). The routing tool will filter out roads that do not meet criteria you set. For example, if your truck is 162 inches tall, you can enter that height to get a route that your truck will be able to pass through safely.
DriverConnect Portal Help Send a Destination (Stop) to Driver The different Mapping tools provide several ways to send destinations, including multi-stop trips, to drivers or groups by using the DriverConnect messaging functions. In the portal, you can generate destinations, create routes, and send destinations to drivers. Drivers can then navigate to the destination you send them by tapping on the message in the DriverConnect app.
DriverConnect Portal Help (Start), additional destinations (Destination), and the final destination (Finish). The Messaging function displays the final destination in the message, but still contains all stops. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Management Menu The Management menu provides options for Fleet and Terminal Managers to manage drivers and portal users, terminals, and ELDs. Users On the Users page, you can view, edit, create, and delete user profiles. The default view shows all users in your organization. Terminal Managers: The Users page is read-only. You cannot create, edit, or delete users. Each driver in your fleet needs a user profile. Drivers use a unique Driver ID to log in to the DriverConnect app.
DriverConnect Portal Help To search for users: 1. Begin typing information about the user into the search box. You can type information from any column. As you type, information that matches your search terms automatically displays in the table. 2. Click Search to display all users. 3. Click the arrows next to a column header to sort the information in ascending or descending order on that column. 4.
DriverConnect Portal Help To activate and deactivate a user: 1. Click the checkbox to activate or deactivate. 2. Click Inactivate or Activate on the User Status Confirmation screen. The User page displays again. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Create a New User The New Driver page is shown to the left, and the New Terminal Manager page to the right: 1. On the Users page, click +New User. The Add New User window displays. 2. Enter the information for the user. All fields are required. Select the user role. You can select Driver or Terminal Manager: 3. Driver: Enter a Driver ID for the user. The driver will need the Company Code, Driver ID, and Password you create to log in to the DriverConnect app. 4.
DriverConnect Portal Help Optional: You can set the terminal manager’s email notification options (see below in Edit a Fleet or Terminal Manager) after you create the user profile. By default, the TM will not receive notifications. See page 49. Driver: Select the Permissions sliders to grant specific permissions to the driver. These functions will only be available to the driver if they are enabled (green) in the user profile. Optional: You can also enter the driver’s license information.
DriverConnect Portal Help 3. Click Upload to upload the information to the database or Cancel to close this window without saving changes. Edit a Driver You can change an existing driver’s first name, last name, email address, and terminal assignment. You can also update the driver’s license information. Note: Updates made to a driver’s account on the portal also display in the app. 1. On the Users page, click the text in a row to edit the driver. The Edit User window displays. 2.
DriverConnect Portal Help Edit a Fleet or Terminal Manager You can change an existing fleet/terminal manager’s first name, last name, email address, and terminal assignment. You can also set email notifications for the fleet/terminal manager. 1. On the Users page, click the text in a row to edit the fleet or terminal manager. The Edit User window displays. 2. Make changes to the fleet or terminal manager’s profile. Fields in dark gray cannot be edited. 3.
DriverConnect Portal Help Delete a User 1. On the Users page, click the Delete icon ( ). 2. On the Delete User window, click Delete to delete the user. Click Cancel to cancel the delete process and leave the user profile intact. View Email Event Notifications Email notifications are messages sent to fleet and terminal managers for specific driving events (such as speeding, hard braking, etc.). These emails can be sent individually for each occurrence, sent as a daily summary, both, or not sent at all.
DriverConnect Portal Help asset form one terminal to another. These notifications occur automatically. You cannot turn off terminal transfer notifications. Note: Geofence notifications are sent for tractors or assets both leaving and entering the fence area. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Devices On the Devices page, you can all of the Electronic Logging Devices (ELDs) registered to your fleet or your terminal. Any driver in your fleet can use any ELD. Drivers must pair their Android™ device with an ELD before using it. Instructions for device pairing can be found in the DriverConnect app user guide. Each ELD is listed with the most recent driver to use it. The ELD serial number, type, and MAC address also display. To search for devices: 1.
DriverConnect Portal Help 4. If the information from your search spans multiple pages, click the pagination buttons to jump to a different page. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Asset Trackers On the Asset Trackers page, you can view and edit information about all asset trackers in your fleet or terminal. To search for asset trackers: 1. Begin typing information about the device into the search box. You can type information from any column. As you type, information that matches your search terms automatically displays in the table. 2. Click Search to display all devices. 3.
DriverConnect Portal Help Edit a Tracker You can change the name and terminal assignment of your asset trackers. 1. On the Asset Trackers page, click the text in a row to edit the tracker. The Update Tracker Details window displays. 2. Make changes asset name and/or terminal assignment. Fields in dark gray cannot be edited. 3. Click Save to save the changes or Cancel to close this window without saving changes. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Tractors The Tractors page displays a list of all tractors identified from the DriverConnect app. Tractors are added automatically when drivers add the tractor number on the app’s Trip Info page. Fleet Managers can manage their fleet’s tractor list and assign an ELD to a tractor when the Portal Side Tractor Management switch is enabled. See the DriverConnect Superfleet Guide for details. On this page, you can: 1. Select your filters from the dropdown menus and click Search.
DriverConnect Portal Help 4. If the information from your search spans multiple pages, click the pagination buttons to jump to a different page. Edit a Tractor You can change the information for an existing tractor at any time. 1. On the Tractors page, click the text in a row to edit the tractor. The Edit Tractor window displays. 2. Make changes to the tractor information. In the Device dropdown menu, you can select an ELD to link to the tractor (if enabled). Fields in dark gray cannot be edited. 3.
DriverConnect Portal Help Groups The Groups page allows you to create groups to more easily manage drivers. You can create groups of drivers or vehicles. Using a group is a way to view and manage information about a specific set of drivers or vehicles. On reporting and compliance pages, you can filter information to display information only from a specific group.
DriverConnect Portal Help To search for groups: 1. Begin typing information about the group into the search box. You can type information from any column. As you type, information that matches your search terms automatically displays in the table. 2. Click Search to display all groups. 3. Click the arrows next to a column header to sort the information in ascending or descending order on that column. 4.
DriverConnect Portal Help Create a New Group 1. On the Users page, click +New Group. The Create New Group window displays. 2. Enter a name for the group. 3. Select the group type: © 2020 Rand McNally, Inc.
DriverConnect Portal Help • Driver allows you to select drivers to include in the group. Drivers are created by the Fleet Manager from the Users page. • Vehicle allows you to select vehicle to include in the group. Vehicle numbers are created by drivers in the DriverConnect app. Drivers enter the Tractor Number in the Trip Info screen. Vehicle numbers that have not been used in the fleet before are stored as new vehicles. 4.
DriverConnect Portal Help 1. On the Groups page, click the text in a user’s row to edit the user. The Edit Group window displays. © 2020 Rand McNally, Inc.
DriverConnect Portal Help 2. Select or deselect drivers or vehicles from the list on the left to add or remove them from the group. The list on the right updates automatically as you change the group membership. Fields in dark gray cannot be edited. 3. Select or deselect the make group global checkbox. 4. Click Update to save the changes or Cancel to close this window without saving changes. Delete a Group 1. On the Groups page, click the Delete icon ( ). 2.
DriverConnect Portal Help Terminal On the Terminal page, you can create, edit, and delete terminals. A terminal is a subgroup of your fleet that is designed to make driver management simpler. Terminals can be regional offices, local branches, or satellite locations within your company. Each company has a Fleet Manager who is responsible for the entire organization. The Fleet Manager can designate one or more Terminal Managers to manage a group of drivers.
DriverConnect Portal Help not use the DriverConnect app. Instead, they manage a select group of drivers within their own terminal from the portal. By default, each company is created with a Home terminal. The Fleet Manager automatically manages this terminal. You cannot delete the Home terminal. You can assign a new Terminal manager to the Home terminal. To search for terminals: 1. Begin typing information about the terminal into the search box. You can type information from any column.
DriverConnect Portal Help 7. Click the – sign to delete a terminal. See instructions below. Create a New Terminal 1. On the Terminals page, click +Terminal. The Create New Terminal window displays. 2. Enter the information for the terminal. All fields are required. Note: The numbers in the Yard Move and Personal Conveyance fields are the number of miles allowed by the terminal for these categories. You can set these here for all drivers within the terminal. 3.
DriverConnect Portal Help Edit a Terminal You can change the information for an existing terminal at any time. 1. On the Terminals page, click the text in a row to edit the terminal. The Update Terminal window displays. 2. Make changes to the terminal information. Fields in dark gray cannot be edited. 3. In the Configuration section, update values for your terminal’s driving information. See below for descriptions. 4. Click Update to save the changes or Cancel to close this window without saving changes.
DriverConnect Portal Help Configuration You can configure aspects of your terminal’s driving information in the Configuration section. Settings made in this section apply to all drivers in the selected terminal. Hard Braking: The rate of decrease in speed a driver needs to reach in a sudden deceleration. This rate is measured in a decrease in miles per hour, per second (MPH/s). You can set this value between 5 and 10 MPH. Idling: The number of second a vehicle is running (ignition on) before moving.
DriverConnect Portal Help Speeding: The speed (in miles per hour) a driver needs to reach to be considered speeding. You can set this value between 35 and 85 MPH. Over Posted Speed Limit: The speed (in miles per hour) a driver is allowed to travel above the posted speed limit before an event is triggered. For example, if you set the Over Posted Speed Limit to 5 mph, you will receive events each time a driver exceeds the posted speed limit by 5 MPH or more. You can set this value between 1 and 15 MPH.
DriverConnect Portal Help Delete a Terminal When you delete a terminal, the user profile of the Terminal Manager is also deleted. Also, all drivers assigned to that terminal are automatically reassigned to the Home terminal. 1. On the Terminal page, click the Delete icon ( ). 2. On the Delete Terminal window, click Delete to delete the terminal. Click Cancel to cancel the delete process and leave the terminal intact. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Workflow On the Workflow page, you can create, edit, and delete workflows templates. Workflows are a series of forms that can be created by a Fleet Manager and sent to a driver. The workflow is a sequence of steps that a driver needs to follow. The status of each step is tracked. Managers can also assign completion times to the steps in a workflow to ensure that a driver completes a workflow on time.
DriverConnect Portal Help 1. Begin typing information about the workflow into the search box. You can type information from any column. As you type, information that matches your search terms automatically displays in the table. 2. Click +Create New to create a new workflow. 3. Click in a workflow row to access more options from the Action dropdown menu. 4. Select Edit to edit the workflow; Delete to delete it; or Make a copy to copy the workflow with a new name. See below for full instructions.
DriverConnect Portal Help 1. Click +Create New on the Workflow page. The Create New Workflow Template page displays. 2. Enter a name for the workflow in the Workflow Name field. 3. Enter a name for the task in the Task Name field. 4. Select one or more forms to include in this task from the Forms dropdown menu. © 2020 Rand McNally, Inc.
DriverConnect Portal Help 5. After you select a form, it displays with a checkbox in the dropdown menu, and displays in the forms order section to the right. 6. If you select multiple forms, you can click and drag to move them into a different order. The driver will need to complete the form on the top first before continuing down the list. 7. Click the X to the right of a form to remove it from the workflow. © 2020 Rand McNally, Inc.
DriverConnect Portal Help 8. Click Add a task to add another task to the workflow. 9. Click Delete in the top bar of a task to delete that task. © 2020 Rand McNally, Inc.
DriverConnect Portal Help All forms contained in that task will also be removed from the workflow. 10. Click Save to save the workflow or click Cancel to exit without saving and return to the Workflow page. Edit a Workflow When editing a workflow, you can perform all of the same actions you did when creating a workflow. 1. On the Workflow page, select Edit from the Actions dropdown menu of the workflow you want to edit. The Edit Workflow page displays. © 2020 Rand McNally, Inc.
DriverConnect Portal Help 2. Edit the workflow name in the Workflow Name field. 3. Edit the task name in the Task Name field. 4. Select one or more forms to include in this task from the Forms dropdown menu. 5. Click and drag to move forms into a different order. The driver will need to complete the form on the top first before continuing down the list. 6. Click Add a task to add another task to the workflow. 7. Click Delete in the top bar of a task to delete that task.
DriverConnect Portal Help 2. From the Action dropdown menu, select Delete. 3. The workflow is deleted immediately, and a confirmation message displays at the top of the page. Make a Copy of a Workflow 1. Click the row of the workflow you want to copy. 2. From the Action dropdown menu, select Make a copy. 3. A new workflow is created, with the words “copy of” in the title. To change the title, see above for steps on editing the workflow. © 2020 Rand McNally, Inc.
DriverConnect Portal Help © 2020 Rand McNally, Inc.
DriverConnect Portal Help Compliance Menu The Compliance menu provides information on hours of service records and violations, vehicle inspections, and information about driving patterns and vehicle use. Snapshot The Snapshot page shows Hours of Service (HOS) and Driver-Vehicle Inspection Report (DVIR) information over the past eight days. If you are a Driver: You will only see HOS and DVIR information for yourself.
DriverConnect Portal Help 1. Select a driver from the dropdown menus and click Search (FMs and TMs only). 2. The previous eight days of HOS and DVIR information display in individual date blocks. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Each date block shows: 3. The date of service. 4. The total number of hours reported for that date. 5. A breakdown of the total time reported for each HOS category. 6. Two status icons for the day’s DVIR. © 2020 Rand McNally, Inc.
DriverConnect Portal Help DVIR status icons include: Certified. This DVIR has been certified by a mechanic. DVIRs that are NOT OK to drive are required to be certified. No-Defect DVIRs and DVIRs with defects that are OK to drive are not required to be certified. Not Certified. This DVIR has not been certified by a mechanic. No Defects. No defects were reported on the DVIR. Defects Reported, Tractor/Trailer OK to Drive.
DriverConnect Portal Help Hours of Service The Hours of Service page lets you view Hours of Service (HOS) information for drivers within a certain time range. Each entry contains a link to a graphic HOS display. You can search for HOS records for your entire fleet, or for an individual driver. If you are a Driver: You will only see HOS information for yourself. If you are a Fleet Manager (FM) or a Terminal Manager (TM): You can select any of your drivers to view. 1.
DriverConnect Portal Help 5. Click an export icon to export the report to a .PDF or an Excel file. See how to Export a Report (page 166). The exported HOS report contains complete information about the driver’s status and tractor information. The report contains all information for the selected duration. 6. If the information from your search spans multiple pages, click the pagination buttons to jump to a different page.
DriverConnect Portal Help This window displays: 1. The driver and date of the report. 2. A graph displaying the HOS record. 3. A detailed table showing each change of status entry, time, duration, and location and vehicle information, if available. © 2020 Rand McNally, Inc.
DriverConnect Portal Help 4. A table on the bottom of the page showing the HOS violation type (if any) and the time the violation occurred (not shown). On this window, you can: 5. Click a tab header to view the Latest Logs, History, or ELD Events (shown below) 6. Click Edit Logs to edit the driver’s HOS entries for the selected date. 7. Click the .PDF icon to export the report to a .PDF file. See how to Export a Report (page 166). 8.
DriverConnect Portal Help Edit Hours of Service Logs The DriverConnect portal allows Fleet Managers to edit certified HOS logs on the Edit Hours of Service page, provided it is within the past 7 days. Logs that have not yet been certified by drivers cannot be edited. Note that this functionality is only for Fleet Managers. Drivers can certify and edit logs only on the driver app. After editing, the updated log entry is sent to the driver.
DriverConnect Portal Help To edit a HOS log: 1. Use the sliders to select an updated time range. The new time range displays in gray. 2. Click the new duty status icon. 3. Enter a location and a note, if applicable. 4. Click Save to save the edit or Cancel to exit without changing. © 2020 Rand McNally, Inc.
DriverConnect Portal Help The Hours of Service Detail page displays again. Updated times are shown with a yellow tag. 5. Click Edit Logs again to add another edited time. You can make as many time edits as you need. 6. Click Send edited logs to driver to confirm your updates and send them to the driver. You cannot make further edits after sending the logs to the driver. © 2020 Rand McNally, Inc.
DriverConnect Portal Help Log Statuses On the Hours of Service page, a log can display with one of the following statuses: Logs the driver has entered, but has not yet certified, display as “Not Certified.” © 2020 Rand McNally, Inc.
DriverConnect Portal Help Logs certified by the driver display as “Certified.” When you edit and save a log, the status changes to “Edited.” When you send an edited log to the driver, the status changes to “Pending Acceptance.” The driver has the ability to either approve or reject an edited log. If the driver rejects the changes, the status displays as “Rejected.” If the driver approves the changes, the status displays as “Approved.
DriverConnect Portal Help Vehicle Inspections The Vehicle Inspections page displays Driver-Vehicle Inspection Reports (DVIRs) for each driver and tractor during a date range. You can export the list of DVIRs to a .PDF or Excel report. You can also view an individual DVIR and export it to a .PDF file. The Fix Status column shows the status of the DVIR. See below for details on statuses. If you are a Driver: You will only see DVIR information for yourself.
DriverConnect Portal Help 3. Click a blank space in a column to display the Advanced Options menu bar. See using Advanced Options on page 167. 4. To view an individual DVIR, click the text in a row. You can click the text in any column. The cursor changes to the finger icon. After clicking, the DVIR displays in a separate Daily Vehicle Inspection Report window (see below). 5. Click an export icon to export the report to a .PDF or an Excel file. See how to Export a Report (page 166). 6.
DriverConnect Portal Help 1. Click anywhere in a column to display the Advanced Options menu bar. See using Advanced Options on page 167. 2. Click the .PDF icon to export the report to a .PDF file. See how to Export a Report (page 166). 3. Pictures to support the DVIR display in the Images section. You can click the X on a picture to delete it from the DVIR: © 2020 Rand McNally, Inc.
DriverConnect Portal Help 4. Click Delete to remove the image from the DVIR or Cancel to keep the image and return to the Daily Vehicle Inspection Report window. 5. You can upload additional pictures (up to 3 total per DVIR). Click +Upload. Select a picture from your computer to upload and attach to the DVIR. 6. For defects listed as Not Fixed (that is, when the driver reports that the vehicle cannot be operated safely), the DVIR must be certified upon repair.
DriverConnect Portal Help These statuses include: Not Fixed: The DVIR lists defects that make the vehicle unsafe to operate. The vehicle or trailer needs to be repaired before operation, and the repair needs to be certified on the portal. Defects need not be corrected immediately: The DVIR lists defects, but the vehicle can still be operated safely. The vehicle or trailer still needs to be repaired, and the repair needs to be certified on the portal.
DriverConnect Portal Help Personal Conveyance The Personal Conveyance page provides a report on yard move and personal conveyance (or “Line 5”) driving time. 1. To begin, select your filters from the dropdown menus, and click Search. See how to use Search Filters (page 163). The report table displays the results of your search. 2. Click anywhere in a column to display the Advanced Options menu bar. See using Advanced Options on page 167. 3. Click an export icon to export the report to a .
DriverConnect Portal Help HOS Violations The HOS Violations page lists a driver’s Hours of Service violations, if available, along with the date and time the violation was logged. 1. To begin, select your filters from the dropdown menus, and click Search. See how to use Search Filters (page 163). The report table displays the results of your search. 2. Click anywhere in a column to display the Advanced Options menu bar. See using Advanced Options on page 167. 3.
DriverConnect Portal Help Current Totals The Current Totals page shows how much time each driver has left to drive and be on duty for the day/week. 1. To begin, select your filters from the dropdown menus, and click Search. See how to use Search Filters (page 163). The report table displays the results of your search. 2. Click an export icon to export the report to a .PDF or an Excel file. See how to Export a Report (page 166). 3.
DriverConnect Portal Help Driver Information The Driver Information page shows information about each driver in your fleet or terminal. It also displays login activity, group and terminal memberships, time information, and information about the last truck the driver used. 1. To begin, select your filters from the dropdown menus, and click Search. See how to use Search Filters (page 163). The report table displays the results of your search. 2.
