Mandatory Signature Capture – Allowing to Mark Route Stops as Visited and Departed Only After Capturing and Attaching a Signature (Route4Me’s Android Route Planner)
Depending on the particular needs of your business or unique business model, keeping the proof of delivery, proof of completed services, etc., can be an integral part of your organization’s security and a crucial part of meeting your business goals. To make sure that you are always on the same page with your team and your customers, Route4Me’s Android Route Planner allows you to capture your customers’ signatures and attach them to route stops. Moreover, with Route4Me, you can also enable the mandatory signature capture for your entire team. The mandatory signature capture for Route4Me’s Android app doesn’t allow members to mark route stops as Visited and Departed before they attach a signature to the stop that they want to mark accordingly. Thus, you can effortlessly ensure that when your team members are out in the field, all the valuable data is properly collected and securely stored on your account, eliminating the chance of human error and any deviations from the plan.
Learn more about Route4Me’s Mandatory Text Attachment here.
Learn more about Route4Me’s Mandatory Image Capture here.
To enable the mandatory signature capture for all devices (running Route4Me’s Android app) associated with your Primary Route4Me Account, you need to use Route4Me’s Advanced Configuration Editor for adding and activating the corresponding variable. To use the Advanced Configuration Editor, first, log into your Route4Me account and then open this link. Next, click on the “New Variable” button in the top left corner of the screen to open the Configuration Variable Editor. To learn more about using Route4Me’s Advanced C0nfiguration Editor, visit this page.
In the Configuration Variable Editor, fill out the available fields with the following:
- – Key: “MANDATORY_SIGNATURE_NOTE_FOR_MARK_STOP”;
- – Value: Use the “TRUE” value to enable the mandatory signature capture or “FALSE” to disable it.
Click on the “Save” button to save and enable the variable for your entire Route4Me account.
Once the variable is created, you can manage, disable, or delete it accordingly. To do so, first, click on the gear icon next to this variable and then select the preferred option from its menu.
Once the variable is enabled for your Route4Me account, whenever your team members try to mark any route destination as Visited (using Route4Me’s Android app) before attaching a signature to it, the corresponding notification will pop up, and they will not be able to mark this stop as “Visited” unless they attach a captured signature to it first.
To capture and attach a signature to a particular route stop, first, tap on the note icon next to this stop. Alternatively, tap on the stop and then select “Add Note” from the stop’s menu. To learn more about capturing and attaching signatures to route stops, visit this page.
Normally, before capturing customers’ signatures, you should prefill the note’s details so that the customers can see what they are signing. Thus, first, select the note’s status → Fill out the note’s contents → Tap on the “Sign on Glass” button to capture a signature. After the customer leaves their signature, tap on the “Done” button to add the signature to the note.
Once the note’s details are filled out and the customer’s signature is attached to the note, tap on the checkmark icon in the top right corner of the screen to save the note with the signature. NOTE: You can attach one signature per note. If you need to capture multiple signatures for one route stop, you can add multiple notes.
Thus, only after a signature has been added to the stop (in a note), this stop can be marked as Visited and Departed accordingly.