First-Time Setup
Chapter 2 — Hardware Configuration

Connecting your kiosks

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LESSON INFO

Audience

  • IT admins

Prerequisites

  • You can log in to Themis-Trace.
  • You have a kiosk device (or Windows 11 / Android test device) that can run the Kiosk Progressive Web App (PWA).
  • You have at least one known appointment number to use for testing.

Skills you’ll build

  • You can explain the Kiosk’s purpose and where it fits in the overall marshalling flow.
  • You can execute a controlled driver check-in and check-out test, including validation and exception handling.
  • You can recognize common validation failures in the Kiosk flow and resolve them safely.

LESSON OUTLINE

What the Kiosk does (and what it depends on)

  • The Kiosk menu supports driver self-service for check-in and check-out.
  • It is intended to reduce idle time and accelerate inbound and outbound logistics.
  • It supports paperwork generation on submission of driver signature during both check-in and check-out.
  • It supports marshalling communications by capturing driver and appointment details used by downstream operations.

Get a kiosk device to the start page

  • Confirm the Kiosk app can load
    1. Launch the Kiosk app.
    2. Confirm you can reach the Welcome page with Check In and Check Out.
  • Confirm inactivity behaviour
    • Any page except the landing page should show a “Returning to start page. OK/Cancel” dialog after 1 minute of inactivity.
    • After 15 seconds of showing the dialog, the kiosk should redirect to the start page.

Safe edits

  • Disclaimer & Acknowledgement
    • Next is disabled until the acceptance checkbox is checked.
  • Driver-entered fields that can be corrected
    • On the Sign & Verify page, the driver name can be corrected if misspelled.
    • The signature can be cleared and re-entered using the Clear button.

Verification

  • Check-in
    1. On the Welcome page, select Check In.
    2. On Disclaimer & Acknowledgement, accept the terms to proceed.
    3. On the Check-In flow, enter an Appointment Number.
      • The appointment lookup is triggered when the user presses Enter at the end of typing the appointment number, or clicks outside the field.
    4. Complete carrier and appointment information, including:
      • Appointment Number
      • Broker (read-only, auto-populates when Appointment Number is entered)
      • Actual Carrier
      • Truck ID
      • Trailer ID
    5. Complete driver information, including:
      • Name
      • Phone Number
    6. On Sign & Verify:
      • Verify (and, if needed, correct) the driver name.
      • Capture signature.
      • Submit.
    7. Confirm the waiting screen displays and the flow reaches the paperwork printed confirmation screen.
  • Check-out
    1. On the Welcome page, select Check Out.
    2. Confirm the Appointment Number.
    3. Enter item IDs one at a time.
    4. Confirm the table populates with item details, including Item ID, BOL, and weight.
    5. Verify whether each item is associated to the appointment using the Confirmed indicator.
      • If any items are not confirmed, the driver cannot complete checkout and must request further assistance.
    6. Complete Sign & Verify and submit.
    7. Confirm the flow reaches the paperwork printed confirmation screen.

COMMON ISSUES

    • Likely cause: Driver has not accepted the Disclaimer & Acknowledgement terms.

    • Checks: Confirm the acceptance checkbox is unchecked.

    • Fix: Check the box, then select Next.

    • Likely cause: The lookup trigger did not occur.

    • Checks:

      • Re-enter the appointment number, then press Enter.

      • Alternatively, click outside the appointment number field to trigger lookup.

      • If this is happening consistently, confirm the kiosk configuration JSON loaded successfully (it is fetched on load).

    • Fix: Re-trigger lookup using Enter or blur (clicking outside the field). Confirm the kiosk is pointed at the correct environment/configuration for your site, then reload.

    • Likely cause: One or more required fields failed validation.

    • Checks:

      • Identify the fields with red indicators.

      • Re-check values for the flagged fields (for example, Trailer Number).

    • Fix: Correct the flagged fields, then select Next again to re-run validation.

    • Symptoms

      • One or more item IDs show as not associated to the entered appointment.

      • The driver is blocked from completing checkout.

    • Likely cause

      • The entered item ID is not associated to the appointment number entered for checkout.

    • Checks

      • Verify the appointment number.

      • Review the item IDs entered.

    • Fix

      • Use the kiosk Help button to alert facility personnel.

    • Likely cause

      • Inactivity timer fired (1 minute) and auto-return occurred after the dialog displayed for 15 seconds.

    • Checks

      • Confirm whether the kiosk was idle.

    • Fix

      • Restart & complete the flow without leaving the kiosk inactive.