Setting Up Wireless Delivery Confirmation

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Contents 1 Step 1: Set Up Delivery Codes 2 Step 2: Collect the Login Names of Your "Wireless" Employees 3 Step 3: Confirm the License Key is Valid 4 Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted) 5 Step 5: Create Wireless Employees on the Gearworks Web Site (Support Assisted) 6 Step 6: Set up Your Phones on the Gearworks Web Site (Support Assisted) 7 Step 7: Activate Your Phones (Support Assisted)

As of FTD Mercury X3, FTD no longer supports Wireless Delivery Confirmation. Both FTD Mercury Mobile (X3) and FTD Mercury Mobile Plus (X4) allow drivers to use their mobile Android and iPhone devices to mark orders as Delivered. See Confirming Orders for details.

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When setting up wireless delivery confirmation, you need to perform the following steps:

• Step 1: Set Up Delivery Codes
• Step 2: Collect the Login Names of Your "Wireless" Employees
• Step 3: Confirm the License Key is Valid
• Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted)
• Step 5: Create Wireless Employees on the Gearworks Web Site (Support Assisted)
• Step 6: Set Up Your Phones on the Gearworks Web Site (Support Assisted)
• Step 7: Activate Your Phones (Support Assisted)

Step 1: Set Up Delivery Codes

Delivery codes flag an order as Delivered/Not Delivered. For example, you might set up delivery codes such as Delivered (Delivered), Left on Front Porch (Delivered), Not at Home (Not Delivered), Discharged from Hospital (Not Delivered), etc.

Your delivery drivers have these options listed on their phones so that they can mark orders Delivered/Not Delivered while they are on route. The information is then downloaded to FTD Mercury and update the delivery status of the orders.

You MUST at least set up the following five delivery codes. If you do not set up these exact delivery codes, Wireless Delivery Confirmation may not function:

• DELIVERED
• LEFT WITH NEIGHBOR
• LEFT AT FRONT DOOR
• IN ICU
• REFUSED

For instructions on setting up delivery codes, see Delivery Code Screen on pages 24–38.

Step 2: Collect the Login Names of Your "Wireless" Employees

Next, decide which employees will be using wireless phones for delivery confirmation. In step 5 you will specify on the Gearworks Web site the FTD Mercury login names of the employees that will be using the wireless phones (the Mercury Technology Assistance Center will help you with this step). Therefore in this step you should write down all of the login names of your “wireless” employees (or if the employees are not created or do not have login names, please create them now or assign login names as necessary. See Employees Screen on pages 24–49).

Note that employees can share phones. For example, if you have five wireless employees and you only have two phones, you should set up five employee accounts.

For each wireless employee, look up the employee’s detail information, either through an Employee Search or in the Mercury Administration program. Write down the login name in the Login Name field for each wireless employee. On the Gearworks Web site you need to type the login name of each wireless employee exactly as it is displayed in this screen.

Step 3: Confirm the License Key is Valid

After you purchase the Wireless Delivery Confirmation feature (with or without GPS), the Mercury Technology Assistance Center sends you a General message that enables the features on your system. Before you begin setting up Wireless Delivery Confirmation, make sure that the General message has turned on the features for you.

To check that the module(s) have been enabled, in Mercury Administration go to the License option and make sure that Wireless Delivery Confirmation and/or GPS (if you purchased GPS) reads Valid. For more information, see License Screen on pages 24–53.

Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted)

The remaining steps take place while you are on the phone with the Mercury Technology Assistance Center. The Mercury Technology Assistance Center representative will follow up with you to help you set up and start using the wireless phones. The Mercury Technology Assistance Center can be reached at 1-888-309-2244.

The fourth step is to work with the Mercury Technology Assistance Center to complete the remote delivery information in the Mercury Administration program. The Mercury Technology Assistance Center will give you your account information and show you how to set up the information in the Remote Delivery option in Mercury Administration.

Make sure that you write down your “admin” and “webservice” user account names, passwords, and your company number when the representative gives them to you. In step 5 you need to log into the Gearworks Web site using this information.

Step 5: Create Wireless Employees on the Gearworks Web Site (Support Assisted)

Next, you need to go to the Gearworks Web site and set up your wireless employees. Each employee needs an account. A Mercury Technology Assistance Center Representative needs to walk you through this process.

You need the following before you begin:

• The password for the “admin” account provided by the Mercury Technology Assistance Center
• Your company ID number provided by the Mercury Technology Assistance Center
• The FTD Mercury login names of the employees that will be using the wireless phones

To create wireless employees:

1. On your Web browser, type https://etrace.gearworks.com and press Enter. This takes you to the Gearworks Web site.
2. In the username field, type admin.
3. In the password field, type the admin password that was given to you by the Mercury Technology Assistance Center.
4. In the company id field, type the company ID number that was given to you by the Mercury Technology Assistance Center.
5. Click Login. This takes you to the main admin screen, which displays a current list of wireless employees. At this time, three employees are set up for you: Admin, Webservice, and Office.
   

   These user accounts should never be deleted. If they are deleted, Wireless Delivery Confirmation will not function.

6. Click Create to create the first wireless employee. The Create User window opens.
7. Complete the following fields in this window.
   

   All required fields are marked with an asterisk. In addition to asterisk fields, you must either indicate a Last Name or a Preferred Name.

   • First Name - type the employee’s first name.
   • Last Name - type the employee’s last name.
   • Group - select FTD.
   • Security Group - select Mobile Worker.
   • Timezone - select your time zone.
   • Username - type the employee’s FTD Mercury login name exactly as it appears in the Employee Detail window in FTD Mercury. This field is case sensitive.
   • Password - type a password for the employee.
   • Confirm Password - type the password again to confirm.

   You can leave the rest of the information blank (it does not display anywhere except for this screen).

8. Click Create to add the employee. The employee’s name now displays in the list of users, and a PIN number is assigned to the employee (see the PIN column). Write down the employee’s PIN number and give it to the employee to memorize. Each time the employee logs onto the wireless phone, he or she is required to enter this PIN number.
9. Repeat steps 6-8 to add additional wireless employees.

Step 6: Set up Your Phones on the Gearworks Web Site (Support Assisted)

Next an MTAC Representative needs to walk you through setting up the Motorola wireless phones in the Gearworks Web site.

To set up your phones on the Gearworks Web site:

1. On the Gearworks Web site, click the Devices tab. This screen lists any phones that are already set up (if any).
2. To add a phone, click Create. The Create Device window opens.
3. Complete this screen, specifying the following information:

   You do not have to complete the Serial Number field.

   • Device type - select Motorola Phone to set up a regular wireless delivery confirmation phone, or select Smart Talk Device to set up IVR.
   • Device status - select Active.
   • Description - type a description for the phone that will help identify it.
   • Phone Number - type the phone number of the phone.
4. Click Save to save the phone information, or if you have multiple phones, click Save and New. This saves the information you just entered and clears the fields in the window so that you can enter another phone. When you are finished entering your phones, click Save. The phone is displayed in the device list, with the Activated Date of “not activated” (you will activate the phone later).

You are now finished with the setups in the Gearworks Web site. Click logout in the upper right hand corner of the screen to log off of the site. Next you need to activate the phones.

Step 7: Activate Your Phones (Support Assisted)

Next you need to activate Wireless Delivery Confirmation on your phone(s). An MTAC Representative will walk you through this process.

To activate your phones:

1. Turn on the phone by pressing and holding the power button at the top of the phone.
2. When you reach the Nextel main screen, press the menu button.
   

   You may be prompted to update the Web browser features on your phone. If so, follow the prompts to update the Web browser before proceeding.

3. Highlight Java Apps and then press Select.
4. In the Java Apps menu, highlight etrace and the press Install. The program then installs.
5. Press Done when the install is complete.
6. Highlight etrace and then press Run.
7. At “Please enter phone number” type the phone number of the phone and then press OK. The phone takes a few seconds to activate.
8. When the activation is complete, you are prompted for a PIN number. Employees were assigned PIN numbers in step 4. (Note that PIN numbers are not specific to any phone. They are specific to each employee.) Type an employee’s PIN number and press Login.
9. At the message “Etrace Requests Location Reload?” press Grant.
10. At “Always Grant Request?” press Yes.
11. At “Press RED PHONE...” press Resume.
12. At the warning message, press Accept.

Congratulations! Your wireless phones and employees are now set up and you are ready to use Wireless Delivery Confirmation. Before downloading orders to the phone, you may want to familiarize yourself with the phone to learn navigation methods.