LESSON INFO

Audience

  • Site personnel who support drivers using the Kiosk to check in and check out.
  • Supervisors who need predictable, repeatable driver flows.
  • Facility admins who configure Kiosk availability and environment settings.

Prerequisites

  • The Kiosk application is installed or available as a Progressive Web App (PWA).
  • The Kiosk is configured for the site.

Skills you’ll build

  • Guide a driver through Kiosk Check In and Check Out.
  • Recognize which fields are required at each step and what triggers lookups.
  • Verify a successful check-in/check-out submission without introducing operational risk.
  • Understand when Kiosk events feed downstream marshalling workflows.

LESSON OUTLINE

Concept

  • The Kiosk provides driver self-service for check-in and check-out, and captures driver and appointment data.
  • The Kiosk supports marshalling communications:
    • A checked-in driver may receive SMS instructions after a dispatcher marshals the truck.

Procedures

Driver Check-In

  1. From the Welcome Page, select Check In.
  2. On Disclaimer and Acknowledgement:
    • The driver must accept the terms.
    • Next is disabled until the checkbox is checked.
  3. On Driver & Carrier Information:
    • Enter the Appointment Number.
      • Lookup triggers when the driver presses Enter at the end of the field or clicks outside the field.
    • Confirm Broker auto-populates and is read-only once a valid appointment is found.
    • Select the Actual Carrier.
      • Lookup triggers when the driver presses Enter at the end of the field or clicks outside the field.
    • Enter Truck ID and Trailer ID.
  4. On Driver Information:
    • Enter Driver Name and Driver Phone.
  5. Submit.
  6. A dialog prompt appears to confirm successful submission.

Driver Check-Out

  1. From the Welcome Page, select Check Out.
    • This path skips the disclaimer because it was completed at check-in.
  2. Confirm or enter the Appointment Number.
  3. Scan or enter item IDs one at a time, if applicable.
    • A table should show (at minimum) Item ID, BOL, and Weight.
    • Each row should show whether the item is confirmed for the appointment.
  4. If any item is unconfirmed:
    • The driver must not be able to complete check out.
    • Use Help to alert facility personnel.
  5. Submit.
  6. A dialog prompt appears to confirm successful submission.

Verification

  • Verify that a known Appointment Number can be found and returns appointment details.
  • Verify the Kiosk can complete a check-in submission.
  • Verify the Kiosk can complete a check-out submission.
  • Verify that an invalid field entry blocks progression and shows an error plus per-field markers (red asterisk) until corrected.

COMMON ISSUES

    • Likely cause

      • Disclaimer terms have not been accepted.

    • Checks

      • Confirm the acceptance checkbox is checked.

    • Fix

      • Check the box to enable the rest of the Check-in/Check-out workflow.

    • Likely cause

      • Lookup did not trigger on field entry.

      • Wrong appointment identifier.

    • Checks

      • Confirm the driver pressed Enter or clicked outside the Appointment Number field.

    • Fix

      • Re-enter the value, then press Enter or click outside the field.

      • If it is an appointment number, retry using the appointment lookup behavior.

    • Likely cause

      • Driver Phone # is required to send SMS.

    • Checks

      • Confirm Driver Phone # was captured at check-in.

    • Fix

      • Re-run check-in capture process to ensure Driver Phone # is provided.

    • Likely cause

      • The Shipping check-out action did not complete successfully, so the email trigger never fired.

      • Email notifications for Shipping check-out are disabled for the facility/tenant or not configured for the customer.

      • The customer does not have a valid recipient email configured.

      • Email delivery failed after sending (notification service issue).

    • Checks

      • Confirm the driver successfully completed Shipping check-out (submission confirmation shown).

      • Confirm the appointment/order is the expected Shipping context (not Receiving).

      • Confirm the customer has the correct email recipient(s) configured.

      • If multiple check-outs show missing emails, treat it as a notification/service outage.

    • Fix

      • Re-submit the check-out if it failed and re-attempt.

      • Correct the customer email recipient configuration and retry (where permitted).

      • If the issue persists, escalate with: Appointment Number, timestamp, facility, and the expected customer recipient.