Troubleshooting: Cancel or Complete a Driver Workflow on Web App

In certain situations, drivers may enter an appointment number that does not correspond to the load they’re supposed to pick up, or they may need to leave before the loading/unloading process begins. Additionally, the load may become unavailable for pickup or receipt. In these instances, Vector allows you to cancel the driver's check-in and reset the process, enabling another driver to start fresh. 

Before you cancel an appointment

1. Verify Appointment Status: Confirm that the driver is no longer proceeding with the current load. If necessary, contact the driver to inform them that the appointment cannot be fulfilled.

2. Locate the Driver’s Workflow: Find the relevant driver's workflow in the system by searching their details or appointment number.

Cancel an appointment

1. Click the “More Options” (three dots) button next to the driver’s workflow.

2. Select “Cancel Workflow.”

3. Confirm the action to finalize the cancellation.

4. Advise the driver to initiate a new check-in (if applicable).

Close an Active Appointment (if applicable)

In some cases, drivers may begin the process of picking up a load but fail to complete it in Vector. This can occur due to unfamiliarity with the software or unexpected circumstances that cause them to leave before finishing the process.

NOTE: Please try to complete as much of the appointment as possible while you are in the appointment with the driver. Manual override should only be used as a last resort to move the appointment to the “Completed” section.

1. Go to the driver’s workflow section in your web app.

2. Click on the appointment that needs to be changed. 

3. Click on the “Tasks” tab in the appointment detail area that pops up to the right.

4. Scroll down to the bottom of the tasks area until you see “Complete Shipment”. Click the square box next to it.

5. Click the “Save” button.