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XEL-002
User Manual
105 pgs8.04 Mb0

HOS-Reporter XEL-002 User Manual

HOS-Reporter|Pro
August 2017 / V1.0.1715
HOS-Reporter
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Document Information
Version History
Version
Date
Author
Reviewer
1713/1714
07/25/17
Mia Ladoroz
Roel Sinadjan
1715
08/01/17
Mia Ladoroz
Roel Sinadjan
Sign Off
HOS-Reporter
Title
Name
Signature
Date
Partner Name
Title
Name
Signature
Date
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Copyright
© HOS-Reporter 2017. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or by any means or stored in any retrieval system of any nature without prior written permission except as expressly permitted by any written contract signed by HOS-Reporter with the recipient.
The contents of this documentation are the confidential information of HOS-Reporter and are subject to the provisions of HOS-Reporter standard Customer Agreement or Non-disclosure Agreement (as relevant) or any similar agreement signed by HOS-
Reporter and entered into with the recipient. The contents of this documentation (or any
part or it) must not be used or disclosed to any third party by the recipient except as expressly permitted by the relevant agreement. If you (or your company) have not signed
an agreement with HOS-Reporter you must not use this documentation, must treat it as strictly confidential and must promptly return it to HOS-Reporter.
Change History
This section details what changes have been made in order to prompt a new version of this product specification:
Version
Date
Author(s)
Section Page
No.
Change
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Contents
1 Main Screen ....................................................................................................................................7
1.1 Using the HOS Action Bar ..........................................................................................................7
2 Customizing the HOS-Reporter|Pro App Preferences .......................................................................8
2.1 Hours of Service Settings ...........................................................................................................9
2.1.1 Set Hours of Service Preferences .........................................................................................9
2.1.2 Capturing the Driver’s Signature .........................................................................................9
2.1.3 Customizing the Carrier Information ................................................................................. 11
2.1.4 Driving Rules .................................................................................................................... 11
2.2 GPS Preferences ..................................................................................................................... 22
2.3 Device Preferences ................................................................................................................. 23
3 Familiarizing the Hours of Service Main Screen Tiles ....................................................................... 27
3.1 Time Remaining Tile ............................................................................................................... 27
3.2 Changing the Driver’s Duty Status ........................................................................................... 28
3.3 Recap ..................................................................................................................................... 30
3.4 Start Break ............................................................................................................................. 30
3.5 Data Transfer .......................................................................................................................... 31
3.6 Options .................................................................................................................................. 35
3.7 Logs ........................................................................................................................................ 36
3.8 DVIR ....................................................................................................................................... 36
3.9 Shift/Cycle .............................................................................................................................. 37
4 Check Driver Availability ................................................................................................................ 37
5 Driver Logs .................................................................................................................................... 38
5.1 Using the Driver Logs Bulk/ Multiple Selection Functions ......................................................... 39
5.2 The Driver Logs Accordion Header Features ............................................................................. 39
5.2.1 Daily Driver’s Log Entry Check-box (Uncertified Log) .......................................................... 39
5.2.2 Daily Driver’s Log Entry Check-box (Already Certified) ....................................................... 39
5.2.3 Daily Driver’s Title Log (Recertify Log) ............................................................................... 40
5.2.4 Recap ............................................................................................................................... 40
5.2.5 Daily Drivers Log Grid ....................................................................................................... 41
5.2.6 Edit Daily Drivers Log Form ............................................................................................... 42
5.2.7 Shipment Details .............................................................................................................. 43
5.2.8 Miles Driven by State ....................................................................................................... 44
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5.2.9 DVIR ................................................................................................................................ 45
5.2.10 Certify a Log ................................................................................................................... 45
5.2.11 Edit a Log ....................................................................................................................... 47
5.3 Malfunction and Data Diagnostic Events ................................................................................. 56
5.4 DVIR ....................................................................................................................................... 64
5.4.1 DVIR Feature – Main Navigation Menu ............................................................................. 64
5.4.2 DVIR Feature – Hours of Service Main Screen .................................................................... 64
5.4.3 Selecting Your DVIR Type .................................................................................................. 65
5.4.4 Starting Your DVIR............................................................................................................ 66
5.4.5 Completing the First DVIR Area ......................................................................................... 66
5.4.6 Capturing an Image of a DVIR Item ................................................................................... 67
5.4.7 Add a Comment or Remark to a DVIR Item ........................................................................ 68
5.4.8 Finishing / Certifying Your DVIR ........................................................................................ 69
5.4.9 Submit or Certify the DVIR ................................................................................................ 72
5.4.10 Deleting a Vehicle DVIR .................................................................................................. 72
6 Roadside Inspection ...................................................................................................................... 73
6.1 Roadside Inspection – Main Navigation Menu ......................................................................... 73
6.2 Roadside Inspection – HOS Main Menu ................................................................................... 74
6.3 Inspection Screen – Start Review ............................................................................................. 74
6.4 Roadside Inspection Screen – Data Transfer ............................................................................ 75
7 Switch Equipment ......................................................................................................................... 76
7.1 Switch Equipment – Main Navigation Menu ............................................................................ 76
7.2 Options Menu ........................................................................................................................ 77
7.3 Switch Equipment – DVIR Screen ............................................................................................. 77
7.4 Switching Equipment .............................................................................................................. 78
7.5 Managing Vehicles / Trailers ................................................................................................... 79
7.5.1 Manage Vehicles / Trailers – Delete .................................................................................. 79
7.5.2 Manage Vehicles / Trailers - Edit ....................................................................................... 80
7.5.3 Manage Vehicles / Trailers – Add ...................................................................................... 81
8 Documents.................................................................................................................................... 83
8.1 Documents – Main Navigation Menu ...................................................................................... 83
8.2 Documents – Options Menu .................................................................................................... 84
8.3 Adding Documents ................................................................................................................. 85
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8.4 Editing / Deleting a Document ................................................................................................ 86
9 Add Fuel Receipts .......................................................................................................................... 87
9.1 Main Navigation Menu ........................................................................................................... 87
9.2 Fuel Receipts Screen ............................................................................................................... 88
9.3 Adding Fuel Receipts ............................................................................................................... 88
9.4 Editing or Deleting a Fuel Receipts .......................................................................................... 90
10 Co-Drivers ................................................................................................................................... 91
10.1 Logon Co-Driver .................................................................................................................... 91
10.2 Switch Driver ........................................................................................................................ 96
11 Shipping Documents .................................................................................................................... 97
12 Add Remark ................................................................................................................................ 98
13 Exempt Driver ............................................................................................................................. 99
14 Logout....................................................................................................................................... 100
15 Unidentified Driving Events ....................................................................................................... 101
16 Warning Features ...................................................................................................................... 102
17 List of Login Errors ..................................................................................................................... 104
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1 Main Screen
The Hours of Service main screen is where you log your duty status events and which, in turn, determines your compliance with FMCSA Hours of Service Regulations. This screen also serves as your gateway to the rest of the app’s features.
1.1 Using the HOS Action Bar
The HOS Action Bar is the starting point for navigating to the different pages within the app and is always present in the app’s topmost portion:
The action bar features the following navigational controls of the app:
Action Tool Name
Action Tool Icon
Description
Main navigation hamburger
Tap to open the main navigation menu of the application.
Refresh Button
Tap to manually refresh the data in the app
page. Hidden under submenu icon once all icons are present.
Logout Button
Tap to log out of the app, this will also set
your status to Off Duty. Hidden under submenu icon once all icons are present.
The main screen also provides essential information about the app’s user:
• Driver Name: Displays the name of
the driver who is logged in and whose logs are displayed.
• Vehicle Name: Displays the driver’s
vehicle name.
• Trailer Name: Display’s the driver’s
trailer name.
Note: Can tap Vehicle and Trailer name to display Switch Vehicle Dialog.
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Malfunction Button
Tap to see uncleared Malfunctions.
Data Diagnostics Button
Tap to see uncleared Data Diagnostics. Turns into an accent color (based on the
app’s theme) if there are new events and
turns white when already viewed.
VBUS Connectivity
Indicates that the device is connected to a
VBUS device and turns to when disconnected. Hence, connection interruptions may occur which will turn
into flashing icon while in a reconnecting state.
Pending Edit Request Button
Tap to display the pending edit request dialog, edit request is from Motor Carrier Edit Suggestions, correction of errors with Team Drivers, and Events logged under Unidentified Driver Profile.
Connect Button
Tap to display a dialog to Connect to
Vehicle’s VBUS Device. It has the same
capabilities as the VBUS icon .
2 Customizing the HOS-Reporter|Pro App Preferences
The app’s settings and preferences can be customized in the Hours of Service Preferences screen.
To navigate to this part of the app, select the icon or swipe the screen to the right to display the main navigation menu, select the Settings option and then select the Hours of Service option, this will display the Settings screen.
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2.1 Hours of Service Settings
2.1.1 Set Hours of Service Preferences
This is where the basic driver, vehicle, carrier and shipping data is entered and stored within the app. The identification data stored here is then used by the app, web portal and in the driver’s daily log report.
• After logging in to the app for the first time
When the app is used for the first time, the driver is taken directly to the Main Dashboard after which a Select Equipment dialog box will be displayed requiring the driver to select a vehicle and trailer (if needed).
2.1.2 Capturing the Driver’s Signature
The app can capture the signature of the driver which is then used for digitally certifying a log. To create the driver signature, select the main navigation hamburger , select the Settings option and then select Hours of Service:
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The Driver Information section of the screen will be displayed along with nay signature that has been created for the driver. Tap on the
icon to create or change the signature.
Create or update your signature in the app by using your finger to create your signature
Tap the Done button to save your signature. You can also select the Clear button to clear the captured signature and start again
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2.1.3 Customizing the Carrier Information
The carrier information can also be set from within the Hours of Service section (main navigation hamburger > Settings > Hours of Service) scroll the screen down to the Carrier Information section:
Note: Drivers have the ability to make the Carrier Information and DOT number editable on the mobile
device when the Account enabled the 'Allow driver editing of carrier information' which can be seen in
the portal->settings->account settings under Carrier Information.
2.1.4 Driving Rules
This is where you change the HOS rules or the Federal Motor Carrier Safety
Administration’s (FMCSA) regulations that govern the hour that a commercial vehicle
driver can legally accumulate driving or being on duty for a motor carrier in a working day and week. This is also where you apply the HOS rules exceptions.
Enter details for the following:
Carrier Name Carrier DOT Number Main Office Address Phone Number Home Terminal Details of the driver
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The driving rules can also be set from within the Hours of Service section (main
navigation hamburger > Settings > Hours of Service) scroll the screen down to the Driving Rules section:
Region
This is where you can set the region, options are USA and Canada. The cycle and exceptions displayed is dependent on which region has been set by the driver.
Note: If the region selected is Canada, then the condition “Canada Off-Duty Deferral” is enabled. This means that you are allowed to get an extra two hours of driving and on duty in a 24 hour period (day 1) and take the required extra two hours off on the following day (day 2). The Deferral status is shown on the Driver’s Daily Logs
Cycle
This is where you can set the consecutive multi-day duty period which the driver will follow. Choosing a cycle will take into effect the corresponding legal limitations on the hours that can be used by the driver in a 7 day or 8 day working cycle.
Select the appropriate HOS rules that you would like the app to use from the drop down list.
You can customize the region, cycle, cargo, exceptions and time zone rules
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Available Cycle Rules Options
Interstate - Federal Rules
Cycle
Shift Limit
Drive Limit
Until Break
Break Left
US60hr7days
7 days
14 hours
11 hours
8 hours
30 minutes
US70hr8days
8 days
14 hours
11 hours
8 hours
30 minutes
Alaska70hr7days
7 days
20 hours
15 hours
8 hours
30 minutes
Alaska80hr8days
8 days
20 hours
15 hours
8 hours
30 minutes
California80hr8days
8 days
16 hours
12 hours
N/A
N/A
Intrastate Cycle Rules
Cycle
Shift Limit
Drive Limit
Break Limit
Florida 70hr7days
7 days
16 hours
12 hours
N/A
Florida 80hr8days
8 days
16 hours
12 hours
N/A
Illinois 60hr7days
7 days
14 hours
11 hours
N/A
Illinois 70hr8days
8 days
14 hours
11 hours
N/A
Maryland 70hr7days
7 days
16 hours
12 hours
N/A
Maryland 80hr8days
8 days
16 hours
12 hours
N/A
Massachusetts 60hr7days
8 days
14 hours
11 hours
N/A
Massachusetts 70hr8days
8 days
14 hours
11 hours
N/A
Michigan 60hr7days
7 days
14 hours
11 hours
30 minutes
Michigan 70hr8days
8 days
14 hours
11 hours
30 minutes
New Hampshire 60hr7days
7 days
14 hours
11 hours
N/A
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New Hampshire 70hr8days
8 days
14 hours
11 hours
N/A
New York 60hr7days
7 days
14 hours
11 hours
N/A
New York 70hr8days
8 days
14 hours
11 hours
N/A
North Carolina 70hr7days
7 days
16 hours
12 hours
N/A
North Carolina 80hr8days
8 days
16 hours
12 hours
N/A
Pennsylvania 60hr7days
7 days
14 hours
11 hours
N/A
Pennsylvania 70hr8days
8 days
14 hours
11 hours
N/A
South Carolina 70hr7days
7 days
16 hours
12 hours
N/A
South Carolina 80hr8days
8 days
16 hours
12 hours
N/A
Tennessee 60hr7days
7 days
14 hours
11 hours
N/A
Tennessee 70hr8days
8 days
14 hours
11 hours
N/A
Texas 70hr7days
7 days
15 hours
12 hours
N/A
Vermont 60hr8days
7 days
14 hours
11 hours
N/A
Vermont 70hrs8days
8 days
14 hours
11 hours
N/A
Virginia 70hr7days
7 days
16 hours
12 hours
N/A
Virginia 80hr8days
8 days
16 hours
12 hours
N/A
Canada Cycle Rules
Cycle
Shift Limit
Drive Limit
Break Limit
Canada 70hr7days South
7 days
16 hours
13 hours
30 minutes
Canada 120hr14days South
7 days
16 hours
13 hours
30 minutes
Canada 80hr7days North
7 days
20 hours
15 hours
30 minutes
Canada 120hr14days North
7 days
20 hours
15 hours
30 minutes
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Alberta Province
15 hours
13 hours
30 minutes
• Intrastate to Interstate driving rules
If the driver is operating in intrastate mode and is crossing over a state line then the app automatically switches to federal rules. A dialog will display confirming that the driving rules has changed right after crossing boundaries.
Example:
SouthCarolina80hr8days to US70hr8days
or
SouthCarolina70hr7days to US60hr7days
Any of the above cycle rules are depending on the region selected and can
be applied given the appropriate rule from the region drop down list
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• Interstate to Intrastate driving rules
The driver must also follow the Federal HOS regulations for a short period of time having done operating in interstate commerce. If the driver were using the 60-hour/7-day schedule, he must follow the Federal HOS regulations for the next 7 days having done operating in interstate commerce. If you were using the 70-hour/8-day schedule, you must follow the Federal hours-of-service regulations for the next 8 days after you finish operating in interstate commerce.
Note:
To perform intrastate check, enable the option available in the Settings > HOS Preferences (however this check is optional). The user has the ability to whether or not perform the checking.
Also, it is important for the driver to monitor the cycle used for the past 7 or 8 days.
Cargo
This will set the applicable Hours of Service rules for property carrying or passenger carrying commercial vehicles.
Available Cargo Rules Options
• Property – the 11 and 14 hours rule will apply
• Passenger – the 10 and 15 hours rule will apply
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Exceptions
The options that appear when tapping the Exceptions button will allow the driver to avail of exceptions from the Hours of Service rules for as long as certain conditions are met as stipulated the Hours of Service section of the Code of Federal Regulations (49 CFR Part
395.1-Hours of Service of Drivers-Scope of rules in this part) and other pertinent FMCSA regulations.
Available US Exceptions Options
• 2 Hour Driving Extension for Adverse Driving Conditions
• Relief from all driving rules for Emergency Conditions
• Oilfield Operations with 24 hour restart
• 30 Minute Break Exemption for Short-Haul Drivers
• No Logs for Short-haul Drivers operating within 100 air miles or Non-CDL-Drivers
operating within 150 air miles
• 24 Hour Restart for Construction, Groundwater well-drilling
• 16 Hour Driving Window
Either of the above cargo rules can be applied by
selecting the appropriate rule from the drop down
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Note: ‘16 Hour Driving Window’ exception can only be used once for the last 7 days or in every
70hr cycle, if the driver attempted to enable the exception an error dialog will display stating the following:
However, it is possible for the driver to add another ‘16 Hour Driving Window’ exception when a cycle reset has occurred. Nevertheless, the driver will need to wait for the current cycle to end to be able to add the exception again.
• Utility Service Vehicle
• 30 Minute Break Exemption for Oversize/Overweight Loads
• Agricultural Operations
• Transport of Commercial Bees, Livestock
Select the appropriate exception from the list; you must then enter a reason for applying the
exception in the Enter reason for exception(s) field. Once complete, select the OK option to apply the
selected exception.
Note: Exceptions are different depending on the Region selected.
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Available Canada Exceptions Options
• 2 Hour Driving Extension Special Permit
• Oil Well Service permit
• CanEmergencyConditions
• 2 Hour Driving Extension for Adverse Driving Conditions
• No Logs for drivers operating within 160km of home terminal
Available Alberta Province Exceptions Options
• CanEmergencyConditions
• 2 Hour Driving Extension for Adverse Driving Conditions
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Time Zone
PDF Report Email Recipients
You can set the default recipients of your Driver Daily Log PDF report in the part of the Settings Menu.
Select the driver’s Home Terminal time
zone. Time zones available are:
America/Anchorage Eastern Time (EST5EDT) Central Time (CST6CDT) Mountain Time (MST7MDT) Pacific Time (PST8PDT) Canada/Newfoundland Asia/Manila Atlantic
Enter the email address or addresses that will become a recipient or recipients of the HOS-Reporter|Pro app’s Daily Driver Log PDF report.
The email addresses must be separated by a comma (,)
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Mode
A mode option to switch between 395.15 (ABORD) and 395.20 (ELD) support is available. When 395.15 (AOBRD) mode is selected it turns off all 395.20 (ELD) features. It simply records the drivers’ events regardless to the FMCSA rules.
When in AOBRD mode, disable the data transfer button in the Options screen and changed button to ‘Email Logs’ in the Roadside Inspection screen.
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Lock Screen Style
The user has the ability to control the lock screen display. There are two (2) types available: new 'Remaining to violation' lock screen or the old '4 clocks' lock screen.
2.2 GPS Preferences
The user has the ability to change on where to get the devices’ GPS positions.
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2.3 Device Preferences
Application Update Interval
Updates application every 3 minutes (or depending on the choice of the driver)
Unit of Distance
Setting the default unit of measures
Disable Notification Sound
The application has a Mute button to silence all sounds that could come from the application. Also, the ELD rules state that all application sounds should be muted during
Sleeper status. However, the mobile device should not be muted since it’s needed to be
on sound in case of phone calls.
Note: When the current status is Sleeper Berth, it automatically mutes the application sound.
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Color Theme
Displays option for selecting Color Theme
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Night Theme
By default, the application automatically changes to a night theme based on the sunset time calculated from the device's location. If location is not available, local time of the device is used.
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Language Support
The app also supports language translation for French-Canadian (Francais (Canada)) and Spanish (Español (Estados Unidos)).
To enable the translation, go to the Android Device Settings > Language and Input > Language. Select
between the supported language and the translation will take effect immediately.
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3 Familiarizing the Hours of Service Main Screen Tiles
3.1 Time Remaining Tile
When the time remaining tile displays a grey color, it indicates that the driver is Off Duty, Sleeper or Waiting at Well Site; when the tile displays a green color, it indicates
that the driver’s status is Driving or On Duty; when the tile displays an amber color, it indicates that the driver’s status is Driving or On Duty and has less than 3 hours left; when the tile displays a red color, it indicates that the driver’s status is Driving or On
Duty and has less than 1 hour left or has already ran out of time.
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Tap the time remaining panel to view the Time Remaining Clocks.
3.2 Changing the Driver’s Duty Status
To change the duty status of the driver, tap the Duty Status button and select the appropriate driver duty status from the drop down list.
Available Duty Status Options
Duty Status Icon
Duty Status
Duty Status Icon
Duty Status
Off Duty
On Duty
Sleeper Berth
Waiting at Site
Driving
The time remaining clocks are color coded to match the time remaining panel
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When the app is able to obtain a valid GPS fix, the Location field will be automatically populated with the current location information of the user. If there is no GPS fix, the Location field will remain blank, in this instance; you must manually input the relevant details.
Once all relevant details have been entered and the correct duty status selected, tap the OK button to save the new duty status event. You can also select the Cancel button to cancel adding the selected duty status.
Changing the status to On Duty or Driving also enables the options for ‘Personal Use’ and
‘Off Road’. Personal Use is mentioned in the FMCSA’s Supplemental Proposal, which was
published on March 28, 2014, that mandates ELDs for most drivers of CMVs that currently
Selecting a status from the drop down list will show the Create Event pop up dialog. You can adjust the
duration of the duty status event by tapping the Previous 15 minutes Time Interval button to increase
the time duration and the Next 15 minutes Time Interval button to decrease the time duration.
However, these buttons are disabled prevent time from going before or after the current day. (eg.
12:00AM – 11:59PM).
• If personal use is enabled, the status will be set to Off Duty automatically and will disable the
other checkboxes. Selection of this option will be recorded within the events history.
• If Yard moves is enabled, the status will be set to On Duty automatically and will disable the
other checkboxes. Selection of this option will be recorded within the events history.
Note: all options are enabled in all events
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log. The proposal says that ELDs may be set up to allow drivers to put themselves in a
special driving category called “personal use.” When a driver selects this option, the ELD
will record the time as off duty until the driver de-selects the option. Off Road, on the other hand, means that the vehicle is running on rough terrain. Lastly, Yard Moves, has been established under a mandate which allows a driver or another personnel to perform duties like moving trucks around the home yard by establishing a single set of thresholds for all ELDs in an On Duty, not Driving status without triggering the device by reaching the thresholds.
3.3 Recap
3.4 Start Break
The Start Break button will be disabled when the duty status is Off Duty, Sleeper Berth or Waiting at Well Site.
The Start Break button will be enabled when the duty status is On Duty or Driving. Once you tap the Start Break button, a pop up dialog will be displayed asking you to confirm that you wish to start your break.
Tap the Recap button to bring up the
recap information for the specified
duty day and corresponding cycle data
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