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Getting Started with Roster Management and Daily Logs

How to use the Roster and Logs features to manage your daily driver roster, track attendance and rescue issues, and configure driver shift start times from both the web and mobile apps.

Updated over 2 weeks ago

What the feature does:

The Daily Ops feature helps you optimize the day-to-day management of your drivers and fleet by providing a powerful, configurable rostering tool.

Who it's for and which role uses it:

This feature is designed for your entire DSP team, with different parts being useful for different roles:

  • Operations Managers and Dispatchers: You will use the rostering sheet to manage daily assignments, log events, and track driver information, including using the mobile-friendly view while on the station floor.

  • HR Managers or Owners: You will use the incentive integration to automate the tracking and calculation of bonuses related to operational performance.

What success looks like:

When used successfully, you will have an accurate, real-time view of your daily driver roster, allowing for smooth, easy morning load-out, better communication, and the ability to automate incentives based on performance.

How to find and access it:

You can access the feature by navigating to the Roster page under the Operations tab in the application menu. Configuration settings are accessible via a settings icon on this Roster page. Mobile functionality is available under the "Operations" tab in the mobile app.

Step-by-step usage instructions:

  • Configuring Shift Start Times from a Cortex Schedule:

    1. Navigate to the Daily Ops page for the desired date.

    2. Click the "Upload" button and select your weekly schedule file from Cortex.

    3. A modal will appear with three options to set the driver's shift start time:

      • Same start time for all drivers: Assign one fixed start time to every driver on the roster.

      • Offset from wave time: Set a uniform offset (e.g., 20 minutes before) that will be applied to each driver's wave time.

      • Custom start time per wave: For each unique wave time in your schedule, you can set a specific, custom start time.

    4. Select your preferred option, configure the times, and click "Upload File".

    5. Once the roster is loaded, review the information and click "Save".

  • Customizing Your Roster View (Web App):

    1. Click the settings icon to open the column configuration modal.

    2. Under the "Rostering" section, toggle the visibility of optional columns like Device, Gas Card, Route, and Staging Area.

    3. To add a new custom field, type the name in the "Add a new column" field and click "Add".

    4. Click "Save". Your roster view will update to show only the selected columns.

  • Logging Driver Events (Web App):

    1. In the settings modal, navigate to the "Logs" section.

    2. First, define the unit for rescues that your team uses: Packages, Stops, or Bags.

    3. From the main roster, you can add an inline log for any driver.

    4. Select the event type (e.g., No Call No Show, Rescue, Uniform Violation).

    5. For rescues, enter the number of stops/packages/bags rescued.

    6. Add any optional notes and click "Add Log Event".

  • Using the Mobile App for On-the-Go Operations:

    1. Open the mobile app and navigate to the "Operations" tab.

    2. To swap a driver: Select the driver you wish to replace. Search for another driver and confirm the swap.

    3. To add a log: Select a driver and choose "Add Log". Select the log type, add an optional note, and save.

Prerequisites you must have in place:

  • To use the shift start time configuration, you must have a weekly schedule file generated from Cortex ready to upload.

  • Your team should agree on which data fields and rescue metrics are important to track for your daily operations.

Default configurations for the feature:

  • The Driver, Vehicle, Wave Time, Start Time, and Status columns are permanent and cannot be hidden from the roster.

  • Custom columns and log settings are not pre-configured and must be set up by you to match your operational needs.

Common errors or gotchas you may encounter:

  • Ensure your Cortex schedule file is for the correct week before uploading.

  • Any custom column configurations you set (e.g., hiding a column) apply company-wide to all roster dates, not just the date you are viewing.

  • If you remove a driver from the roster, any logs associated with that driver (e.g., a "No Call No Show") will not be deleted.

Any usage limits or restrictions:

There are no specified limits on the number of custom columns you can add to the roster or the number of logs you can create.

How it connects to other features you already use:

  • Incentives: Logs you create in this feature (e.g., for no-call no-shows, rescues) are trackable metrics within the Incentives feature.

  • Texting: You can text roster information directly to drivers. The content of the text message will only include data from the columns that are currently visible on your roster.

What the feature doesn't do:

This feature is for tracking and managing the daily roster. It does not replace the weekly scheduling process itself. Roster data like driver and route assignments must be managed within the platform and are not automatically imported from Cortex files post-upload.

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