About the Oracle Transportation Management Mobile Application
The Oracle Transportation Management Mobile Application is a mobile browser-based application that lets carriers and drivers to do basic functions. It can provide an offline user experience and be configured and customized via a mobile layout and user preference that selects that customized mobile layout. The OTM Mobile App shows same language as the mobile device and uses all of OTM's supported languages.
The mobile app can be added to the home screen of your mobile device. After setting up the mobile app, use the browser in your mobile device to Add to Home Screen after you have opened the mobile web app in the browser. Each OS has a different method for adding a web page to their home screen, but the option usually exists from the browser's Share feature. That will create an icon on the mobile device which will open the mobile web app directly.
User Role Functionality
Based on the role of the user, different functionality is available.
Driver User
When a driver logs into the mobile web application, they are presented with their shipments on the springboard, organized primarily by status. To create a customized interface for a driver user, make a copy of the DEFAULT mobile layout, and then edit the copy. The driver can:
- View Assigned Shipments.
- Confirm Assigned Shipments.
- View Confirmed Shipments.
- Start the next Confirmed Shipment to make it their Current/Active Shipment.
- Record Events for the Active Shipment.
A driver will have only one Active shipment at a time, unless multipleActiveShipments is set to true.
Carrier User
When a carrier logs into the mobile web application, they are presented with their shipments on the springboard, organized primarily by status. To create a customized interface for a carrier user, make a copy of the SERVPROV mobile layout, and then edit the copy. The carrier can:
- Accept or Reject Normal tender.
- Start Accepted Shipment.
- Record Events for the Active Shipments.
- Respond to Spot bid.
Ordinary Tender
A carrier can access a normal tender and choose to respond (Accept or Reject). Upon Accepting, the carrier needs to start the shipment by tapping the start button, which moves shipment to the Active Shipment box where they can enter shipment events. The carrier can also enter more information (updated pickup date and time, equipment information, etc.) after accepting the tender from the Accepted Shipment box by tapping "Update".
If the carrier declines a tender, the shipment will move to the All Shipments box. The carrier can also enter a Decline reason code while declining the tender, if that is enabled.
A carrier can have more than one active shipments. The carrier can accept or decline tenders, and "start" a shipment while the device is offline, if this functionality is enabled. See Working Offline for details.
Spot Bid
A carrier can respond to a bid by entering the amount, and then submitting the bid. The carrier may submit multiple bids until the bid is “Withdrawn” or “Awarded”. An awarded bid can be viewed in normal tender options. They may decline a spot bid at any point of the spot bid process.
Broadcast Tender
A carrier can respond to broadcast tender by entering the bid amount and submitting it. Depending on the bid value, a carrier may get tender auto assigned, or you may choose to wait for a more favorable bid. In that case the carrier may enter subsequent bids. The carrier also has an option to decline the broadcast tender.
Invoice
A carrier can view auto-generated invoices, add/modify the cost, and then submit the invoice for approval. You can also upload documents to support line items. To fully support working with invoices, you must have a custom mobile layout and you must grant the user access rights to certain access control lists. See the "Enable Access" and "Create a Custom Mobile Layout" sections of How to Configure the Mobile Application topic for more details on what you need to enable when using invoices.
Planner User
When a planner, yard worker, or financial user signs into the app they can view shipments which they have marked as favorites from within OTM. The default display contains the shipments they've marked as favorites. This enables them to use a specialized list of shipments to check on shipment status and events captured.
To create a customized interface for a planner user, make a copy of the PLANNER mobile layout, and then edit the copy.
Working Offline
You can use the mobile app when you are not connected to a network and are considered offline.
Note: You must use the app online prior to working offline. Make sure that the mobile pages are accessed at least once while working online before accessing them when working offline.
When you are working offline, the offline indicator is displayed.
Carrier
A carrier can accept or decline tenders, and "start" a shipment while the device is offline, if this functionality is enabled. To enable the offline functionality, the mobile layout for the carrier must have the offline settings enabled. This setting is not required for drivers.
Events
You can enter events even when the device is offline. Events will be synchronized when the device is connected to internet. You can also see the status of events synchronization under the Offline Messages menu.
When an event is submitted offline, a red dot appears on the Offline Messages menu item.
Common Processes and Features
Menu 
Use the Menu icon to access the various features of the mobile app.
Entering Shipment Events
Once you have Active Shipment/s, you can open it to view the stops. Stop level actions are available and change as they proceed with the shipment. For example, if it is a 2 stop shipment, the following is the basic sequence of events the user will complete:
- Stop 1 - Arrived
- Stop 1 - Departed
- Stop 2 - Arrived
- Stop 2 - Departed (this completes the shipment)
Aside from the basic flow described above, you can record any other event at a stop or on the shipment. Additionally, you may add photos/PDF documents and/or a signature.
Offline Indicator 
The mobile web applications has an Offline icon that indicates when the device is not connected to internet.
See Working Offline for details.
Shipment Search
You can search for shipments with any of the fields which are available in the mobile web app, e.g., shipment ID, location, city etc.. When you enter the numbers or characters in the search criteria, a result count appears on the different tabs; and you can find the matching shipments on the tabs.
The up/down arrow button (
) next to the Search field allows you to change the sort order of the records returned. Tapping the button lets you choose between an ascending and descending sort order, as well as what you want to sort on, such as the date or shipment ID.
Favorite Shipments 
If you would like a shipment to appear at the top of your query results, swipe left on the shipment to mark it as a Favorite. You can remove the setting by swiping left to Unfavorite. Shipments marked as a favorite have a gold star
Ship Unit Received Quantity and Remarks (Optional)
You can optionally enter a shipment ship unit received quantity and remark while entering shipment events. If the barcode scanner is enabled in the mobile layout, you can scan barcodes on the ship unit (pallet/box/drum, etc.). The barcode will be matched to either the shipment ship unit ID or a reference number value on the shipment ship unit. You may enable the shipUnitAutofill setting in your mobile layout to auto-populate ship unit quantity. In this case, the planned ship unit quantity information is captured as actual. If you want to modify it, you can tap the Ship Unit link and update the quantity manually.
View Contacts and Documents (Optional)
You can view contact information and documents which is available on the shipment. Contact information can be used to approach the contact. Documents and images can be viewed within the app, or downloaded (
) to your device, if required.
Print Button 
If your device is configured to send content to a printer, you can use the Print button to print images, signatures, and PDFs from a document popup. Note that if you are using an Android, the PDF will first open automatically in the native PDF viewer where you can then print.
Refresh Button 
The Refresh icon is at the top of the screen, next to the Home icon (
). If the setting is enabled, not all boxes will get reloaded by tapping on the Home icon. If you want to reload all of the boxes, tap the Refresh icon.
Location Map in Native App 
You can open the location map in you device’s native map application (google maps, apple maps etc.) by tapping on "Open in Maps".
Showing User Information
You can see information about your user ID and role by tapping the user information icon. This icon is available from all windows.
Appointments
When you click on the Appointment icon you will be taken to the Manage Appointments page where you can add or edit an appointment. The Get Appointments button retrieves the available appointments for a stop. You must click the Refresh icon to have your edits displayed elsewhere in the app. To enable this box, you must edit your mobile layout and set the hideOnDashboard to "false" for the dock appointments dynamic box.
Related Topics
