Collect all information you need from drivers upon check-in:

Appointment Check-in Form:

Create the form the driver will fill out upon arrival. You can request information such as: Name and Last Name, BOL (or any type of document upload), pallet count…

Go to Warehouse > Fields & Forms > Gate Management > Check-in: Appointment Details

• Create or add fields to the Form

• Order the fields in the order you want the driver to fill out the information

• Edit Field Labels by clicking on the Pencil Icon or Hide them from the form if they are no longer needed (red icon)

• Make sure to toggle Form Enabled (top right corner of the page) to make the form visible for driver’s checking in

Asset (or check-in without appointment) Form:

Manage the Form Drivers will fill out when they are checking-in. This form is designed to help the facility collect Asset (truck/container) information.

This is the only form drivers will see when they choose the option “I don’t have an appointment".

When they check-in to an appointment, they will first fill out the form for “Check-in: Appointment Details” and then be directed to the second form: “Check-in Additional Asset Details”

By default this form will ALWAYS request Phone Number and Carrier Name. These fields don’t need to be added by the facility.

Geofencing and Post Check-in Instructions:

How to set up geofencing and post check-in instructions

1. Warehouse > Gate Management: Set geofencing to “YES” and save
   Verifies drivers are within 1 mile radius of facility coordinates before check-in (when using their own device)

2. Warehouse post check-in Instructions: Set a standard message to guide drivers after completed check-in

Notifications - Make sure to communicate the check-in process:

Customize notifications to inform and enforce the check-in process for carriers and drivers:
Use the notification content block to create a customized message for your email notifications

You can add text like:

“Check-in process requires drivers to scan a QR code and enter information”
“Drivers are required to have a reference # or confirmation # to check-in at facility”

Add the same information to your Warehouse instructions
Check-in Instructions:

Facility XYZ uses self check-in for incoming drivers.  Drivers arriving at the facility are requested to:

• Scan QR Code at entrance

• Input reference # of confirmation #

• Fill in required information

• Complete check-in

FAQ:

Can drivers check-in anytime regardless of when their appointment was scheduled?

• Drivers can check-in within the window of 24 hours from the appointment start time

To what appointments can drivers check-in to?

• Drivers can check-in only to appointments on the SCHEDULED status

How do I use Opendock to communicate with drivers?

• Opendock requests Phone Number from drivers upon check-in. The information is uploaded to the arrival and to the appointment - you can use this number to get in touch with the driver (SMS or call)