Mobile Option Sets

Owned by Michelle Cabaya, created
Last updated: May 19, 2023
2 min read

This page is for the Operations App. For the Classic Operations App please see Mobile Option Sets (Classic Operations App).

Mobile option sets are used to control and customize the Driver App for your drivers. The list of mobile option sets displays the Option Name, Description, and number of Users Assigned.

To get to the Mobile Option Sets section, go to Maintenance > Mobile Option Sets.

For more information on each of the sections inside of the mobile option set visit the following articles: Stops Workflow in the Driver App, Receiving in the Driver App, Settings in the Driver App, Driver App Manual. 

Quick Tips

  • Hover over the tooltip to view a description of the permission.

  • Permission options

    • View & Edit: the user can view and edit the setting in the Driver .

    • View: the user can view the setting in the Driver App but cannot edit it.

    • Hide: the setting is hidden from the users view in the Driver App and therefore they cannot edit it.

  • The Driver App logo  is displayed for mobile options available only in the Driver App.

How to Create a New Mobile Option Set

  1. Go to Maintenance > Mobile Option Sets.

  2. Click the + button in the top right.

How to Duplicate a Mobile Option Set

  1. Go to Maintenance > Mobile Options. 

  2. Click the mobile option set you would like to duplicate.

  3. Click the action menu at the bottom of the form and select Duplicate.

How to Edit a Mobile Option Set

  1. Go to Maintenance > Mobile Option Sets.

  2. Click the mobile option set you would like to edit or click the action menu at the end of the row and select Edit. 

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the mobile option sets and clicking the edit pencil icon in the top right.

How to Delete a Mobile Option Set

  1. Go to Maintenance > Mobile Option Sets. 

  2. Check the checkbox of the mobile option set(s) you would like to delete. 

  3. Click the delete button in the top right.

How to Assign a Mobile Option Set to a Driver

Edit the driver’s mobile option set by changing the Selected Mobile Option Set in the Mobile Options tab of driver record.