Scheduler Event Calendar

The Scheduler feature provides a convenient way for fleets to schedule calendar events for drivers and for drivers to organize their own work and personal events. It is possible to plan or schedule loads as appointments in the calendar.

Fleets need a way to schedule calendar events for drivers and drivers need a way to schedule and organize their own work and personal events and mark some public and others private. For example, as a fleet administrator you might want to schedule recognized holidays, maintenance events, or other corporate policy deadlines. You want to distribute or push these same events so they appear the same in the calendar for all drivers. You also want to get or pull in all events from other users and drivers so that their schedules are better organized throughout the day, week, or month. You might want to know if drivers A and B are on vacation the same week so that you can schedule driver C for backup coverage.

The Scheduler feature, also known as the agenda or calendar, provides a way for fleets and drivers to accomplish the following goals:

  • Add, edit, and delete events.

  • Send notifications to drivers about the events.

  • Prompt drivers to complete actions outside of the standard load workflow (for example, sign-up for benefits or complete a driver survey by a certain due date)

  • Drivers can put their own personal events on the calendar and mark them public or private (for example, away at dentist or on vacation).

  1. On the Transflo Mobile+ app Home page or Dashboard, tap Scheduler.

    On some devices, tap Main Menu and then tap Scheduler.

  2. The next screen displays the Scheduler with a calendar at the top and list of events below it.

    • To expand the monthly calendar to view more dates and events, tap the calendar bar below the calendar.

    • To shrink the monthly calendar and restore the default weekly view, tap the calendar bar again.

  3. By default, the calendar highlights the current date (today) in a white circle.

    Example: Today is Thursday the 10th.

  4. If you tap another date to view the list of events for that day, the white circle highlights your selected day. To remind you of the current date (today), the app shows a faded circle around it.

    Example: Today is Thursday the 10th and you tapped the next day to view events for the 11th.

 

View a demonstration of these steps in one or more Transflo videos:

You can view events for the previous week or plan ahead for next week. When you go back or forward one week at a time, the calendar shows the same day of the week in a white circle.

  • To view events for last week, swipe left on the calendar bar.

  • To view events for next week, swipe right on the calendar bar.

Events for each day are listed under the calendar for the selected day, week, or month.

A blue triangle appears to the left of events that are starting soon. When you see the blue triangle, think "You are here" like on a map.

After scrolling to the bottom of a list for a given day, the app shows dates only for the next ten (10) days. To view events beyond that 10-day range, select the next date and scroll down as needed.

The following diagram identifies the key user interface elements for events:

Date: The gray bar includes the current day shown as Today, Tomorrow, and future days Ex. in 2 days), Day of the Week, Month, and Date of the Month.
Calendar Week: Calendar week number of the year. For example, WK 50 is week 50 of 52 in the calendar year.
Event Time: Scheduled start time of the event.
Event Duration: Duration of the event from start to end time.
Event Icon: Specific icon to help users identify the different event types configured by your fleet administrator. Examples include load, fuel, call, rest, maintenance, wash, paperwork, and personal.
Event Title: Title of the event.
Event Description: Specific description of the event.
Edit Icon: Select this icon to edit the event.

When you create a new event, you can flag it to give it greater importance relative to all other events in your calendar.

Tip: As a general rule, it is a good idea to plan ahead and check your calendar every day to see if you have any flagged events.

  1. On the calendar, tap a day with a flagged event. A day with at least one flagged event shows a red dot under the date. In the example below, you have one or more flagged events you might need to prepare for on the 10th of the month.

    Example:

  2. You can also tap Flagged Events.

  3. The Flagged Events list appears. If necessary, scroll or swipe down to view the full list. To open an event and view more details, tap it in the list.

  4. When finished, to return to the standard event list, tap List.

  1. On Home page or Dashboard, tap Scheduler.

  2. The next screen displays the Scheduler with a calendar at the top and list of events below it.

  3. Tap Add Event .

  4. Complete the form to add your new event:

    1. To enter a date for the event, tap Select a Date and choose the date of your new event.

      Tap the arrows next to the month and year and scroll or swipe to browse dates or tap the blue arrows to go back or forward in time.

    2. Select the type of event. On some devices, after you select an event type, tap Done.

      By default, the Scheduler supports the following types of events (your configuration might vary):

      • Load

      • Fuel

      • Call

      • Rest

      • Maintenance

      • Wash

      • Paperwork

      • Personal

    3. Enter a title or name for your event.

    4. Enter a description or any optional details.

    5. Select the Start Time and End Time for the event. Swipe up or down to select a time in 30-minute increments.

      You cannot add new events that occur in the past. The app does not allow you to select an earlier time relative to the time right now today when you enter the new event. The Start Time field shows a red border until you select a start time that occurs now or in the future.

    6. To flag your event so it appears in the calendar and special Flagged Events list as more important relative to ordinary events, swipe the Flagged Event switch to set it to ON. The toggle switch turns blue to indicate that the ordinary event is now a flagged event.

    7. Tap Create.

  5. Your new event is added to the Scheduler and can be viewed in the calendar and event lists.

  1. On the Scheduler dashboard, find the event that you would like to edit.

  2. You may need to scroll down the list if this event is set for a later date.

  3. Tap Edit.

  4. On the Edit Event screen, select any of the fields, make the necessary changes, then tap the Save button.

  5. Tapping Cancel closes the Edit Event screen.

Only the owner or creator of the event can delete it. Events added by a driver or user cannot be removed by the fleet. Fleet events cannot be deleted by drivers and other users.

  1. To remove an event from your calendar, on the Edit Event screen, tap the red Delete button.

  2. The red Event Deleted Successfully bar appears.

 

View a demonstration of these steps in one or more Transflo videos: