How do I Geolocate my Delivery People
1. Introduction
Being able to locate your delivery team in real-time is crucial for effective resource management. This guide simplifies the process of enabling the necessary access and configuring the mobile application settings so you can easily track your delivery people.
2. Initial Configuration
Before starting, the system assumes that you have already set up the delivery people and their planned routes. If these steps are not complete, you must first create the delivery, the delivery people, and the route.
System Requirements (Access Configuration)
To ensure successful tracking, your delivery personnel must have the correct permissions and access enabled for both the web platform and the mobile application.
Prerequisite Action
Deliverer & Route Setup
The delivery person and their assigned route must already be created.
Web Access
Necessary for system login.
Mobile Access
Required for using the mobile app, which facilitates tracking.
3. Feature Explanations and Benefits
The system offers key features that help you manage security, permissions, and tracking visibility:
Roles and Rights Management: This is where you grant your delivery people the necessary permissions to operate within the system.
Mobile App Configuration: This section allows you to fine-tune how the mobile app communicates with the system, including synchronization speed and agenda visibility.
Privacy Settings(GDPR Compliance): You have the power to limit when tracking occurs, adhering to data privacy rules. This builds trust and ensures legal compliance by restricting geolocation tracking to only working hours and days.
4. Enabling Geolocation Tracking
Configure the Mobile App
Edit general settings.
Number of days reachable in the agenda
Automatic synchronization frequency
Show travel time info
Set Privacy Rules: In the mobile app configuration, enable privacy according to relevant rules (like GDPR).
⚠ Warning: If you are operating in a region with strict data privacy laws (like GDPR), make sure you enable tracking only during working hours and working days to remain compliant.
Viewing Geolocation in the Fulfillment Tab
Once configuration is complete, you can access the tracking view in Fulfillment Tab
Select Date: Enter the specific date that has been scheduled for the route you wish to track.
Open Display Settings: Click on settings.
Modify Tracking View: Here you can adjust how the tracking information is displayed: Available fields, Display fields, Appointments to be planned, Map and Agenda
Click on the map to activate and display the geolocation history.
5. Productivity Tips
Here are a few tips to maximize your use of the tracking feature:
Customize Your View: Use the settings menu in the Fulfillment tab to modify what you see on the screen. If you only need location tracking, make sure the map and agenda displays are enabled.
Monitor Travel Time: Ensure you review the mobile app configuration to show travel time info. This helps you accurately predict arrival times and manage expectations.
Keep Synchronization Frequent: If real-time tracking is critical, check the automatic synchronization frequency setting in the mobile app configuration. A higher frequency provides more immediate location updates.
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