Create a Driver App Workflow

As part of your Customizable Driver App Settings, you can customize the Samsara Driver App to include a workflow that matches your fleet processes.

Workflows consist of a customizable list of optional or required tasks for all or select drivers to complete at the start of the day, at the end of the day, or at a route stop. For example, you can create prompts within the Samsara Driver App that require driver action pre-trip or post-trip, such as DVIRs or HOS log certification.

The following tasks can be added to any workflow:

Task Type	Prompt Description
Select Vehicle	Prompt a driver to select a vehicle
Select Trailer	Prompt a driver to select a trailer
Start inspection for vehicle	Prompt a driver to start an inspection or DVIR on the selected vehicle To start this task: ELD regulated drivers must be On Duty Driver must have a vehicle selected
Start inspection for trailer	Prompt a driver to start an inspection or DVIR on the selected trailer To start this task: ELD regulated drivers must be On Duty Driver must have a trailer selected
Create document	Prompt a driver to complete a document type. When you add a document task, you can choose the document type from an existing Driver Document. After you add a document to the workflow, if needed, you can change the document type from the Document template menu to the right of the workflow.
Review unassigned hours	(HOS only) Prompt a driver to review any pending unassigned hours for the currently selected vehicle. To start this task, the driver must have a vehicle selected.
Review carrier edits	(HOS only) Prompt a driver to review any pending HOS carrier edits.
Review carrier assignment	If a carrier proposes an assignment using API (see documentation), you can add this task to the workflow to prompt a driver to review the assignment.
Open external link	Prompt a driver to visit a website or application external to the Samsara Driver App. This is particularly helpful for drivers who need resources that are not available through Samsara.
Go On Duty	(HOS only) Prompt a driver to go on duty. This is particularly helpful if going on duty is an important part of a driver’s pre-trip routine.
Go Off Duty	(HOS only) Prompt a driver to go off duty. This is particularly helpful if going off duty is an important part of a driver's post-trip routine.
Enter shipping ID	(HOS only) Prompt a driver to enter a shipping ID.
Certify logs	(HOS only) Prompt a driver to certify HOS logs.

Create a Driver Workflow

To create a new driver workflow, perform the following steps below or watch the video:

1. Select the Settings icon () at the bottom of your Fleet menu to view dashboard settings.

2. From Fleet > Driver App, select Workflows.

   

3. Select + Create Workflow for the Samsara Driver App workflow trigger:

   • Start of Day: The workflow prompt occurs at every app sign in event. You can create more than one Start of Day workflow, but a single driver can only be assigned one start of day workflow at a time.

   • Stop Arrival: The workflow prompt occurs at every route stop arrival. For more information on route stop arrivals and thresholds, see Dispatch Settings.

   • End of Day: The workflow prompt occurs at every app sign out event. This prompt occurs before the reminder to review and certify logs and before the confirmation screen to go off duty or stay on duty after driver app sign-off. You can create more than one End of Day workflow, but only one workflow can be assigned to a driver at a time.

4. Select a template or create a Custom Workflow.

   Template options are dependent on the trigger type.

   

5. Select your preference and Create to proceed to the task list.

6. Assign a title for your workflow.

7. To add a task to the workflow, click + Add task.

   Refer to the task table for a description of available tasks.

8. You can re-order, assign a step as mandatory, or delete a task:

   • Re-order a task: Click and hold the task move icon ( ) and drag the task to the desired step.

   • Make a task mandatory: Click the task and select Make this task required from the task details on the right. Mandatory tasks cannot be skipped by the driver and must be completed before they can exit the wizard.

     Note

     Go Off Duty tasks cannot be marked as mandatory.

   • Delete a task: Click the task and select Delete task from the task details on the right.

9. Publish to save the workflow.

10. Select the drivers to assign the workflow and click Done.

11. Confirm to acknowledge when drivers will see the workflow.

12. To delete or unpublish a workflow, click the more actions menu ( ... ) on the published workflow > Delete Workflow or Unpublish Workflow.