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.
  • Drivers receive their instructions via SMS.
  • The Kiosk supports standalone check-in for appointments with no linked order — the Broker field is left blank and remains optional.
  • The Kiosk supports multiple languages and an on-screen keyboard, selectable from the Welcome Page language picker, plus a high-contrast display mode for outdoor/low-visibility conditions. These are configured by your site admin (see Connecting your kiosks).
  • The Kiosk supports marshalling communications:
    • A checked-in driver who consents to SMS may receive text instructions after a dispatcher marshals the truck.

Procedures

Driver Check-In

  1. From the Welcome Page, select a language (if needed), then select Check In.
  2. On Disclaimer & Acknowledgement:
    • Review the OSHA/PPE and liability acknowledgement text.
    • Next is disabled until the consent checkbox is checked.
  3. On Appointment:
    • Enter the Appointment Number.
      • Lookup triggers when the driver presses Enter at the end of the field or clicks outside the field.
    • Standalone appointments
      • Appointments with no linked order (Receiving Order or Shipping Order) are supported as standalone check-ins and proceed with the Broker field left blank.
    • Confirm Broker auto-populates and is read-only once a valid appointment is found.
  4. On Driver & Truck:
    • Broker is pre-filled from the appointment's linked order and shown with a "From appointment" badge. Use the Edit button to open the broker picker if it needs to change. For standalone appointments, the field starts blank and is optional.
    • Enter Truck ID and Trailer ID.
    • Enter Driver Name.
  5. On Phone:
    • Enter Driver Phone.
    • This step can be skipped via "I don't have a phone." Skipping means the driver will not receive SMS instructions or marshalling updates, and the SMS Consent step is bypassed.
  6. On SMS Consent (shown only if a phone number was provided):
    • The driver may check the consent box to opt in, or select "No thanks – I don't want text updates" to decline.
    • Continue is not gated by consent — the driver can submit either way. Consent only controls whether the system may send SMS to the provided number.
  7. Submit.
  8. A confirmation screen shows a 30-second countdown, then a dialog prompt appears to confirm successful submission.

Paperwork printing (auto-generated)

  • The Kiosk automatically prints paperwork after a successful check-in, when printing is enabled in Admin Setup.
  • Paperwork generation occurs on Check-In submission only. Check-Out does not trigger printing.
  • What to expect:
    • After submission, the driver receives a success confirmation.
    • Paperwork prints shortly after, if printing is enabled for this station.
  • If paperwork does not print:
    • Likely causes
      • Printer issue (offline, out of paper, jam, etc.)
      • Print node is down
      • Print node client app is not running
      • Network issue between TELIA server and the printer
    • Escalate with: appointment number, timestamp, kiosk station, and whether it was check-in or check-out.

Driver Check-Out

Receiving check-out submits directly and does not include a Verify Load step; Shipping check-out includes Verify Load as step 3.

  1. From the Welcome Page, select Check Out.
  2. On Appointment:
    • Confirm or enter the Appointment Number.
    • The appointment must resolve to a schedule item that has the required linked order (for example, Shipping Order or Receiving Order), depending on your site configuration.
  3. On Verify Load (Shipping only - Receiving skips this step and submits directly):
    • Scan or enter item IDs one at a time using scan mode, 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.
    • A totals bar shows running counts/weight as items are scanned.
    • If any item is unconfirmed, the driver must not be able to complete check out. Use the Help button to alert facility personnel.
  4. Submit.
  5. A confirmation screen shows a 30-second countdown, then a dialog prompt appears to confirm successful submission.

COMMON ISSUES

    • Likely cause

      • Driver used "I don't have a phone" on the Phone step, which bypasses SMS Consent entirely.

    • Checks

      • Confirm whether the driver entered a phone number or used the explicit Skip action.

    • Fix

      • No action needed; this is expected. SMS Consent only appears when a phone number was provided, and declining or skipping it never blocks check-in submission.

    • 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

      • There is a typo in the Driver Phone #, or

      • Driver Phone # was skipped at check-in, or

      • Driver did not give SMS consent.

    • Checks

      • If entered, confirm the exact Phone # digits.

      • Confirm Driver Phone # was captured (not skipped) at check-in.

      • Confirm the SMS Consent step was completed and consent was given.

    • Fix

      • Re-run check-in capture process to ensure the correct Driver Phone # is provided and SMS consent is given.