Difference between revisions of "How do drivers connect to Platinum Online?"
From Catalyst
(Relocate "Show more details..." section from "Using the Image Managers..." article) |
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== More Information == | == More Information == | ||
Before your drivers can access {{PlatinumOnline}} or {{PlatinumMobile}}, you need to be able to access {{PlatinumOnline}} yourself! First please see [[How do I connect to my Platinum Online?]] if your system is not already set up for this. | Before your drivers can access {{PlatinumOnline}} or {{PlatinumMobile}}, you need to be able to access {{PlatinumOnline}} yourself! First please see [[How do I connect to my Platinum Online?]] if your system is not already set up for this. | ||
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| + | Now you can give your drivers access as follows: | ||
# In order to access {{PlatinumOnline}} or {{PlatinumMobile}}, each driver must also have their own Platinum User created so that they can log in. This is so that they can easily see their own jobs and nobody else's. For each driver you want to access {{PlatinumOnline}}: | # In order to access {{PlatinumOnline}} or {{PlatinumMobile}}, each driver must also have their own Platinum User created so that they can log in. This is so that they can easily see their own jobs and nobody else's. For each driver you want to access {{PlatinumOnline}}: | ||
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Your drivers can now access {{PlatinumOnline}} and {{PlatinumMobile}} to view their upcoming jobs and upload pictures of proof of delivery taken on their smartphone camera! | Your drivers can now access {{PlatinumOnline}} and {{PlatinumMobile}} to view their upcoming jobs and upload pictures of proof of delivery taken on their smartphone camera! | ||
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| + | === Show more details in the Logistics POD Manager === | ||
| + | {{PreRelease}}{{Review}} | ||
| + | You can optionally display the remarks text block on logistics jobs in the {{Menu|Logistics|POD Manager}} in both Platinum Online & Platinum Mobile. | ||
| + | # Go to {{PlatinumSettings}}. | ||
| + | # Search for {{DataValue|remarks}}. | ||
| + | # Find {{DataPrompt|Show remarks text block}}, and press {{KeyPress|F5}} on it. | ||
| + | # Make your choice, then press {{KeyPress|OK}}, then {{KeyPress|Esc}} and accept your changes. | ||
| + | This change will take effect in Platinum Online & Platinum Mobile the next time you log in. If you are already logged in, you will need to log out and back in again. | ||
== See also == | == See also == | ||
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* [[How do I set or change my Platinum Online Password?]] | * [[How do I set or change my Platinum Online Password?]] | ||
* [[How do I set up a New User?]] | * [[How do I set up a New User?]] | ||
| + | * [[Using the Image Managers in Platinum Online]] | ||
{{KB_Tags|login, connect, platinum, online, logistics, driver, proof of delivery, POD, images, mobile}} | {{KB_Tags|login, connect, platinum, online, logistics, driver, proof of delivery, POD, images, mobile}} | ||
{{KB_PlatinumOnline}}{{KB_PlatinumMobile}}{{KB_TI}} | {{KB_PlatinumOnline}}{{KB_PlatinumMobile}}{{KB_TI}} | ||
Revision as of 14:50, 23 May 2018
Summary
This article explains how your drivers can log into the Platinum Online and Platinum Mobile systems so that they can view their jobs and upload PODs while out on the road.
More Information
Before your drivers can access Platinum Online or Platinum Mobile, you need to be able to access Platinum Online yourself! First please see How do I connect to my Platinum Online? if your system is not already set up for this.
Now you can give your drivers access as follows:
- In order to access Platinum Online or Platinum Mobile, each driver must also have their own Platinum User created so that they can log in. This is so that they can easily see their own jobs and nobody else's. For each driver you want to access Platinum Online:
- Create a new user as described in How do I set up a New User?.
- Each driver's Platinum user should be given access to the " Logistics Management Job Planning" option and as little else as possible. See the linked articles from How do I set up a New User? on how to do this.
- Each driver's user should then be given a Platinum Online password as described in How do I set or change my Platinum Online Password?.
- Next, each new user should be attached to their associated Logistics Management driver code:
- Go to " Logistics Management Maintenance Options Add or Edit Drivers".
- For each driver you want to access Platinum Online or Platinum Mobile, click [Edit] and enter their new user code into the "User" field.
Your drivers can now access Platinum Online and Platinum Mobile to view their upcoming jobs and upload pictures of proof of delivery taken on their smartphone camera!
Show more details in the Logistics POD Manager
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
You can optionally display the remarks text block on logistics jobs in the " Logistics POD Manager" in both Platinum Online & Platinum Mobile.
- Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
- Search for 'remarks'.
- Find "Show remarks text block", and press <F5> on it.
- Make your choice, then press <OK>, then <Esc> and accept your changes.
This change will take effect in Platinum Online & Platinum Mobile the next time you log in. If you are already logged in, you will need to log out and back in again.
See also
- How do I connect to my Platinum Online?
- How do I set or change my Platinum Online Password?
- How do I set up a New User?
- Using the Image Managers in Platinum Online
