Delivery settings in PitneyTrack Asset, PitneyTrack Inbound or PitneyTrack Enterprise

Use the delivery settings to choose how to handle packages during delivery, like needing signatures or ID scans.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

• Displaying additional information with the package during delivery
• Setting up the Given To Action
• Setting up the ID card delivery settings
• Setting up the Deliver using manifest on mobile device options
• Setting up Proof of Delivery options
• Setting up the Receiving During Delivery option

Displaying additional information with the package during delivery

You can display custom fields other than a location when delivering packages.

1. Select Settings > Delivery.
2. Under Display Additional Information With The Package if you have custom fields that you would like to display when delivering packages, select it from the menu. By default the package location will be displayed.
   
3. Select Update Settings or Update Settings for This Site.

Setting up the Given To Action

For faster delivery, the recipient's name can be automatically entered in the Given to field. For a more robust chain of custody, you can require the person performing the delivery to select the recipient.

Only users with an Admin role can perform this procedure.

1. Select Settings > Delivery.
2. Under Given To Field Options, select the desired options for Web Browser and Mobile App deliveries:
   • Pre-fill with recipient’s name: The recipient's name is automatically entered into the Given to field.
   • Choose during delivery: The recipient's name must be selected at the time of delivery.
3. If you want to update the package location with the Given To person's location when delivering packages, select Use 'Given To' person's location as the package location.
4. Save your changes: If you are using PitneyTrack Inbound or PitneyTrack Asset, select the Update Settings button at the top to save your changes. If you are using PitneyTrack Enterprise, select Save Settings, select the sites where you want to apply your changes to and select Update # Site(s) or Update All Sites.

Setting up the ID card delivery settings

If you use employee or student ID cards and have the personnel ID completed in the Address Book you can deliver packages by scanning ID cards.

1. Select Settings > Delivery.
2. Turn the Find Packages by Card ID slider on.
3. Under Match personnel id in address book using, select either:
   • Full card ID number: If the ID number on the card matches exactly the personnel ID in the Address Book.
   • Part of card ID number: If the personnel ID contains additional characters that are not present on the ID card. For example, if there are leading zeroes in the personnel ID.
     • Recipient ID Starting Position: The position in the ID string where the system will start reading the numbers. For example, if the ID number is 00012345678000, and you want it to ignore the 3 leading zeroes, then you would set this to 4.
     • Recipient ID String Length: The length of the ID string that you want the system to read, starting from the starting position indicated above. For example, if the ID number is 00012345678000, and you want it to stop reading after the 8 (only reading the non-zero digits), then you would set this to 8.
4. (Optional) Under Scan packages for delivery, select Require to scan all packages when delivering if you need to scan all the packages for a specific recipient. You may need to scroll back up to see this setting.
5. Select Update Settings or Update Settings for This Site.

Setting up the Deliver using manifest on mobile device options

You can configure the PitneyTrack mobile app settings for when delivering from the manifest.

1. Select Settings > Delivery.
2. If necessary, select your Site.
3. Scroll down to the Deliver using manifest on mobile device section.
4. Select whether you want the Select All checkbox on the manifest screen to appear.
5. Select whether you want confirmation before delivering multiple packages.
6. Save your changes: If you are using PitneyTrack Inbound or PitneyTrack Asset, select the Update Settings button at the top to save your changes. If you are using PitneyTrack Enterprise, select Save Settings, select the sites where you want to apply your changes to and select Update # Site(s) or Update All Sites.

Setting up Proof of Delivery options

You can select whether signatures, photos, or ID card scans are required, optional, or not collected (off) for desktop deliveries and mobile deliveries.

1. Select Settings > Delivery.
2. If necessary, select your Site.
3. In the Proof of Delivery section, select whether signatures, photos, or ID card scans are required (must be collected in order to deliver a package), optional (may be collected or skipped), or off (the option to collect is not available).
   • On the Web Browser tab, choose whether you want to collect signatures, photos, or ID card scans for deliveries that are made using the desktop software. On the desktop, collecting signatures requires a signature pad and collecting photos requires a webcam.
     
   • On the Mobile App tab, choose whether you want to collect signatures, photos, or ID card scans for deliveries made using the mobile app. On mobile, collecting signatures does not require anything and collecting photos requires permission for the app to use the device's camera.
     
     Note: Only 2 options may be selected. In order to use the ID Card Scan options, "Make Personnel ID optional (by default it is mandatory) for internal deliveries" must be unchecked on the Manage Contacts screen.
4. Save your changes: If you are using PitneyTrack Inbound or PitneyTrack Asset, select the Update Settings button at the top to save your changes. If you are using PitneyTrack Enterprise, select Save Settings, select the sites where you want to apply your changes to and select Update # Site(s) or Update All Sites.

Setting up the Receiving During Delivery option

You can choose how to handle packages that are scanned during delivery that have not yet been received.

1. Select Settings > Delivery.
2. If necessary, select your Site.
3. Under Receive During Delivery, select the desired option:
   • Allow receiving during delivery
   • Only deliver packages that have been received
   • Prompt for each received package
4. Save your changes: If you are using PitneyTrack Inbound or PitneyTrack Asset, select the Update Settings button at the top to save your changes. If you are using PitneyTrack Enterprise, select Save Settings, select the sites where you want to apply your changes to and select Update # Site(s) or Update All Sites.