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

Concept

  • The Kiosk app supports driver self-service for check-in and check-out.
  • It is intended to reduce idle time and accelerate inbound and outbound logistics.
  • It captures driver + carrier + appointment details so downstream marshalling and operations teams can act on accurate information.
  • Drivers receive their instructions via SMS.
  • Paperwork is generated on check-in submission only, when printing is enabled in Admin Setup. Check-out does not trigger printing.
  • Each kiosk has an Admin Setup screen for configuring the station (Base URL, Facility, languages, keyboard mode, checkout availability, and printing). See Admin Setup below.

Admin Setup

  • Access
    1. From the Welcome page, tap the wordmark 10 times in quick succession.
    2. The kiosk opens the Admin Setup screen.
    • On first launch (before any configuration is saved), the kiosk redirects to Admin Setup automatically.
  • Fields
    • Base URL: the Themis-Trace environment the kiosk points to.
    • Facility: selected from a combo box of available facilities.
    • Driver languages: the set of languages offered on the Welcome page language picker, plus a default language.
    • Keyboard mode: toggles the on-screen keyboard for kiosks without a physical keyboard.
    • Driver check-out: toggles whether Check Out is offered on the Welcome page for this station.
    • Document printing: toggles automatic paperwork printing and sets the Printer ID used for this station.
  • Saving
    • Settings save to the device and take effect immediately for that kiosk.

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.
    3. Confirm the Welcome page shows the configured facility and a live clock.
    4. Confirm the expected buttons are visible for your site:
      • Check In
      • Check Out (only shown if enabled in Admin Setup)
  • Confirm inactivity behavior
    • 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

  • Driver-entered fields that can be corrected
    • On the Driver & Truck step, the driver name can be corrected before submission.
    • On the Phone step, the driver phone number can be corrected before submission.
  • Admin Setup
    • Admin Setup changes apply only to the kiosk device being configured and take effect immediately; settings can be changed again at any time by repeating the 10-tap gesture.
    • Changing Facility or Base URL affects which appointments and orders the kiosk can look up. Confirm the correct facility before saving.

Verification

  • Admin Setup
    1. On the Welcome page, tap the wordmark 10 times to open Admin Setup.
    2. Confirm the Base URL and Facility fields reflect the correct environment and site.
    3. Confirm the driver language options and default language are correct.
    4. Confirm Keyboard mode, Driver check-out, and Document printing/Printer ID are set as expected for this station.
    5. Save, then confirm the Welcome page reflects the configured facility and language options.
  • Check-in
    1. On the Welcome page, select a language (if needed), then select Check In.
    2. On Disclaimer & Acknowledgement, check the consent checkbox to enable Next.
    3. On Appointment, 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.
      • Confirm Broker auto-populates and is read-only once a valid appointment is found.
      • Confirm an appointment with no linked order can proceed as a standalone check-in, with Carrier left blank.
    4. On Driver & Truck, confirm Carrier is pre-filled from the appointment (shown with a "From appointment" badge) and editable via the Edit button; complete Truck ID, Trailer ID, and Driver Name.
    5. On Phone, enter Driver Phone, or select Skip.
    6. On SMS Consent (shown only when a phone number was provided), confirm the driver can submit whether or not consent is given — consent only controls whether SMS notifications are sent.
    7. Submit, and confirm the confirmation screen shows a 30-second countdown before the success dialog.
  • Check-out
    1. On the Welcome page, select Check Out.
    2. Confirm or enter the Appointment Number.
    3. For a Shipping appointment, on Verify Load:
      • Enter or scan item IDs one at a time using scan mode.
      • Confirm the table populates with Item ID, BOL, and Weight, and the totals bar updates.
      • 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.
        • Use the kiosk Help button to alert facility personnel.
    4. For a Receiving appointment, confirm checkout submits directly without a Verify Load step.
    5. Submit, and confirm the confirmation screen shows a 30-second countdown before the success dialog.

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.

    • Likely cause: Taps were too slow, not on the wordmark, or interrupted partway through.

    • Checks: Confirm taps land on the Welcome page wordmark and are completed in quick succession.

    • Fix: Retry the gesture. If it still does not open, restart the kiosk app and retry.