User manual for "IntelliShift Logbook"

Below you will find the vendor provided user manual for the ELD product "IntelliShift Logbook".

For contact information and additional devices produced by the same vendor see their page IntelliShift.

MUST REMAIN IN VEHICLE AT ALL TIMES

Operators Guide
If you have any questions,
please contact your system administrator.

IntelliShift Logbook Operators Guide

Logbook Screens
Logging in to the In the Field App

Once you have downloaded the IntelliShift In the Field mobile app:
1.

Launch the In the Field app
by clicking the In the Field
icon on your home screen.

If it is your first time signing
in, you will be prompted to
enter your Company PIN
in order to log in. If you do
not know the Company PIN,
contact your administrator.

Enter the Operators pin. If a
PIN has not been provided, or
the Operator is unsure what
their pin is, please contact
your IntelliShift Account
Administrator.

IN THE FIELD

3
4

Click Login.

Navigating to Logbook
Once you are logged into the app you will be
presented with a welcome screen.
1.

Tapping on Inspect will open Inspect
and you will be brought to a screen to
navigate the Inspect product.

Tapping on Logbook will open Logbook
and you will be brought to the Status
Screen.

Tapping on Logout will log you out of
the app.

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IntelliShift Logbook Operators Guide

Logbook Screens
Adding a Drivers License
1.

For some Logbook users, the Operator
will need to enter their drivers license
information.

Once the drivers license information is
entered, select Continue to save the
information.

Selecting a Motor Carrier
1.

If you are assigned to more than
one Motor Carrier then you will need
to select the Motor Carrier you are
driving for. Once you tap the Motor
Carrier button, you will automatically
be brought to the next screen. If there
is only one Motor Carrier, the app will
automatically select it for you.

IntelliShift Logbook Operators Guide

Logbook Starting Workflow Screens
Selecting an Asset
Via Bluetooth, IntelliShift will automatically
search for nearby assets and a list will appear.
1.

Tap on the necessary Asset to connect
to.

If no Asset is needed, tap the Continue
Without Connecting button. An Asset
can always be added through the Add
Asset menu. (See page 5 & 6) .

Note: if your Administrator requires Pre
& Post Asset trip inspections the app will
automatically prompt you to complete
the inspections. See Page 24 for more
information.

Selecting a Trailer
Once logged into the app, the Operator will be
presented with a welcome screen.
1.

To select a trailer, tap on the Trailer
drop down box and select the trailer
from the list or manually enter the
trailer number.

If no Trailer is needed, tap the Continue
Without Trailer button. A Trailer can
always add through the Add Trailer
menu. (See page 5 & 6) .

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Note: if your Administrator requires Pre
& Post trip trailer inspections the app will
automatically prompt you to complete
the inspections. See Page 24 for more
information.

IntelliShift Logbook Operators Guide

Status Screen
1. Main Header
In the top Main Header, the Home icon will return the
Operator to the Welcome screen. The Ellipsis will open
a menu to add/change an Asset or Trailer, add/remove
a Co-Operator, add Shipping Documents or enter
Inspection mode.
1a. (For Ellipsis menu see page 6) .

2. Hours of Service Violations

At the top of the page, an expandable banner displays
a list of any violations for this current cycle. If there are
no violations, the banner will not be displayed.

3. Header Information

Displays the Operator name, Current Duty Status and
how long the Operator has been in the current Duty
Status, the Asset Name and connection status along
with the selected Trailer.

4. Currently Remaining Hours

On the four dials in the center of the Status screen, an
Operator can identify how many hours are left before
needing to make a Duty Status change. Depending on
their current Duty Status, their hours will count down
minute by minute, and the dial will decrease.

Based on the current status, an operator may also see a
Rest Remaining bar that will count down how long they
need rest before returning to the Driving status.

5. Duty Status Buttons
An Operator will see four Duty Status buttons. These
are the duty statuses that they will be able to transition
between. To identify the current Duty Status, the
status will be highlighted in blue. There is also a Claim
Exception button where the Operator can claim the
following exceptions: Personal Conveyance, Yard Move,
Adverse Driving Conditions, 16-Hour Short Haul and
Oversized Load. (For Claimed Exceptions see pages 12).

6. Main Navigation bar

An Operator can use the main navigation bar to
navigate between the Duty Status screen, Logs
screen, Approvals screen, and More Info screen.
IntelliShift Logbook Operators Guide

Ellipsis Menu
The ellipsis will open a menu to add/change an
Asset or Trailer, add/remove a Co-Operator, Enter
Inspection Mode or add Shipping Documents
1.

Closes the Ellipsis menu.

Add/Change Asset (See page 4).

Add/Change Trailer (See page 4).

Inspection Mode (See pages 7 & 8).

Add/Remove Co-Driver (See page 9).

Add Shipping Documents (See page 10).
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IntelliShift Logbook Operators Guide

Inspection Mode
Inspection Mode Details/
Logs

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1

After tapping the Inspection Mode button
from the Ellipsis screen, the app will enter
Inspection Mode.
1.

Shows the information details of the
operator log, including the log graph
and log entries.

At the bottom is a menu allowing the
Operator to submit logs to the FMCSA.

At the top right, select Inspections to
view recent Inspections on the Asset.

Submitting Logs to the
FMCSA
1.

Selecting the buttons at the bottom of the
screen will begin a log submission.

In the comments section, be sure to include
the Officers Provided Inspection Number so
the logs can be identified.

Select Submit to submit the logs.

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IntelliShift Logbook Operators Guide

Inspection Mode
View Asset Inspections
1.

Tapping Inspections will
navigate to a view where
Asset Inspections are
shown.

Exiting Inspection Mode
1.

Tapping on the Back
button from the main
Inspection Mode screen.

The Operator will be
brought to a screen that
requires the them to enter
their PIN to exit Inspection
Mode.

IntelliShift Logbook Operators Guide

Co-Driver
Add/Remove a Co-Driver
1.

Tapping the X will close the
Ellipsis menu.

Tap Add Co-Driver button
to add a co-driver. If there is
already a Co-Driver added,
this selection will change to
Remove Co-Driver.

The Co-Driver should enter
their PIN.

Tap the Add Co-Driver
button.

Tapping the Back button
will bring the Operator back
to the Ellipsis menu with no
co-driver added.

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4
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Co-Driver Status Screen
1.

Once a co-driver has been added,
the Operator will be returned to
the Status screen and there will
be a green banner showing a
co-driver was added. This banner
will disappear after 5 seconds.

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3

When a co-driver is added, a
new bottom navigation selection
called Co-Driver will appear.
Tapping on the Co-Driver button
will bring up the Co-Driver Status
screen.

Displays the Co-Driver status
information.

Allows the Co-Driver to select
their Duty Status.

By tapping the Switch Seats
with Driver button, the current
Operator and Co-Driver will
switch positions.

Displays the Co-Drivers log
events.

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IntelliShift Logbook Operators Guide

Shipping Documents
Adding Shipping Documents
1.

Tapping the X button will
close the Ellipsis menu.

Tapping the Shipping
Documents button item
will bring up the Shipping
Documents screen.

Tapping the Back
button from the Shipping
Documents screen will
return the operator to the
Ellipsis menu.

Tapping the + icon will
open the screen to add
shipping documents.

Adding/Deleting Shipping
Documents
1.

1
Once on the Add Shipping
Document screen, clicking
the Back button will return
the Operator to the Shipping
Documents screen.

Enter the Shipping
Document information.

Tap Confirm to save the
Shipping Document. Once
a shipping document has
been added, it will be visible
on the main Shipping
Document screen.

Swiping left on a Shipping
Document presents
the option to Delete a
document.

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IntelliShift Logbook Operators Guide

Claim Exceptions
Claiming an Exception
1.

When tapped will open the Claimed Exception menu.

Tapping the Back button will bring the Operator back to the Status screen.

Personal Conveyance & Yard Move (See Page 12).

Adverse Driving Conditions, 16-Hour Short Haul & Oversized Load (See Page 12) .

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IntelliShift Logbook Operators Guide

Claimed Exceptions
Personal Conveyance & Yard Move
1.

Select either Personal
Conveyance or Yard Move.

Enter required comment on why
the exception is being claimed.

Confirm to save comment.

Once confirmed, the Status
screen will appear and all Duty
Status buttons will be removed.
Operator must tap the End
Personal Conveyance or Yard
Move to end the exception.

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Adverse Driving Conditions, 16-Hour
Short Haul & Oversized Load

When selecting Adverse Driving
Conditions, 16-Hour Short
Haul, or Oversize Load, the
following screens will appear.

Enter comment on why the
exception is being claimed.

Confirm to save comment and
confirm the Operator is claiming
the exception.

Any Claimed Exception will
show up with a flag and what
exception was claimed under the
current Duty Status. If multiple
exceptions were claimed, the
Operator will see a + with a
number that represents the
number of additional exceptions
that were claimed besides the
exception listed.

Any Claimed Exception will also
be indicated with a flag inside
the Remaining Hours dial that
when tapped will display the
claimed exception details.

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IntelliShift Logbook Operators Guide

Log Screen

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1.

Home - Tapping will navigate to the
Main home page.

Pencil Icon - When selected opens the
Operators Log in Edit mode and allows
the Operator to make log edits.

Current Cycle Dates - Allows the
Operator to scroll to all dates in their
current cycle and summary of their
current cycle. When a date is selected
the graph and log details will be
displayed below.

Log Graph - Graph of Duty Status
based on the date selected in #3.

A horizontal blue line represents
a historical duty status.

A horizontal blue line with
diagonal lines represents a
Claimed Exception.

A horizontal white line
represents current duty status.

A vertical blue line represents a
Duty Status change.

A vertical red line represents a
violation.

Log Details - List of all Log Entries
based on the date selected in #3.

IntelliShift Logbook Operators Guide

Log Edits
2

Edit Log Screen
1.

Back button - Returns the Operator back
to the main Log screen without saving any
pending edits.

Save button - Will show active when there
are edits made to the original log and the
Operator wants to save and apply the changes
to the log.

Add Event button - Allows the Operator to add
an event to their log.

Log Graph - List of all Log Entries based on
the date selected.

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Adding an Event

From the Edit Log
screen tap the Add
Event button and the
Add Event screen will
appear.

Tapping Cancel will
return the Operator to
the Edit Log screen.

Enter the Duty Status.

Enter the Time,
City, and State and
comment as to why this
event is being added.

Once finished entering
all the required
information, tap the
Submit button to save
the event.

IntelliShift Logbook Operators Guide

Log Edits
Editing an Event
1.

Swipe left and tap the
Edit icon and the Edit
Event screen will open.
Some events, such as
automatically recorded
driving events, cannot be
edited.

On the Edit Event screen,
the Operator can tap
Cancel to be returned to
the Edit Log screen.

On the Edit Event screen,
there are Duty Status
buttons to make Duty Status
updates.

Updates can be made to
Time, City, and State, and
a comment must be added
as to why a change is being
made.

Once all changes are made,
tap Submit to save all
changes.

Deleting an Event
1.

Swipe left and tap the
Delete Event button.

A confirmation box will
pop up asking to enter a
comment about why the
event is being deleted.
Once a comment is added,
tap Delete and that will
remove the event or cancel
it, returning the Operator to
the previous screen with no
deletion.

IntelliShift Logbook Operators Guide

Log Edits
Saving an Edit
1.

All events added or edited will be highlighted in green.

Tapping the Save button will save all edits.

After saving edits, the Operator will automatically be brought to the Log screen.

IntelliShift Logbook Operators Guide

Approvals

Home Icon - Tapping will navigate the
Operator to the Main home page.

Uncertified Logs - Red badge shows
the number of Logs that are not
Certified. Tapping will show the
Operator a list of Logs that need to be
Certified. (See Page 18).

Edit Requests - Red badge shows the
number of Pending Edit Requests.
Tapping will show the Operator a list
of Pending Edit Requests, Approved
Edit Requests, and Rejected Edit
Request. Also presents the option
to Claim or Reject the Operators
updated Log. (See Page 19) .

Drive Time Assignments - Red badge
shows the drive time the Operator has
been assigned. Tapping will show the
Operator a list of the drive time the
operator has been assigned. Allows
the Operator to Claim or Reject
the Operators updated Log. (See
Page 21).

Unassigned Drive Time - Red badge
shows the number of Unassigned
Drive Time for the last seven days,
for the current Asset the Operator is
connected to. Tapping will show the
Operator a list of Unassigned Drive
Time for the last 7 days, for the Assets
the Operator is connected to. The
Operator can then edit, remove and
claim that drive time. (See page 20).

Status Badge - Shows the number of
items that need to be reviewed and
action taken by the Operator.

Approvals badge - Shows the number
of total items that need to be reviewed
and action taken by the Operator.

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IntelliShift Logbook Operators Guide

Certify Logs
1.

Back button - Will take the Operator back to the main Approvals page .

Log Graph - Shows a graph of the Operators Duty Status events:

A horizontal blue line represents a historical Duty Status.

A horizontal blue line with diagonal lines represents a Claimed Exception.

A horizontal white line represents current Duty Status.

A vertical blue line represents a Duty Status change.

A vertical red line represents a violation.

Log Details - List of all Log entries and Duty Status at the time of the Log entry.

Certify Log button - When selected this will certify the Log for the log the Operator
is viewing.

Certify Log - Validation message received by the Operator when they select the
Certify Log button.
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IntelliShift Logbook Operators Guide

Edit Requests

Back button - Will take the Operator
back to the main Approvals page.

Original button - Will show the
Operator their original Log with no
edits. When selected, the button
will change to Preview. Selecting
Preview will show the Operator the
potential log with Edit Requests.

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Log Graph - Graph of the Operators
Duty Status events:

A horizontal blue line
represents a historical Duty
Status.

A horizontal blue line with
diagonal lines represents a
Claimed Exception.

A horizontal white line
represents current Duty Status.

A horizontal faded red line
represents the pending change
to the Operators Log.

A vertical blue line represents a
Duty Status change.

A vertical red line represents a
violation.

Log Details - List of all Log Entries:

A green highlighted row
represents an additional event
will be added to the Operators
Log.

A red highlighted row
represents an event will be
removed from the Operators
Log.

Claim/Reject Log buttons - Allows
the Operator to Claim or Reject
the Edit Requests.

IntelliShift Logbook Operators Guide

Unassigned Drivetime

Back button - Will take the Operator
back to the main Approvals page.

Log Graph - Shows a graph of the
Operators Duty Status events:

A horizontal blue line
represents a historical Duty
Status.

A horizontal blue line with
diagonal lines represents a
Claimed Exception.

A horizontal white line
represents current Duty Status.

A vertical blue line represents a
Duty Status change.

A vertical red line represents a
violation.

Log Details - List of all Log entries
and Duty Status at the time of the
Log entry.

Certify Log button - When selected,
this will certify the Log for the log
the Operator is viewing.

Certify Log - Validation message
received by the Operator when they
select the Certify Log button.

IntelliShift Logbook Operators Guide

Drive Time Assignments

Back button - Will take the Operator
back to the main Approvals page.

Original button - Selecting Original
will show the Operator their original
log. When selected, the button will
change to Preview.

Log Graph - Graph of the Operators
Duty Status events:

A horizontal blue line
represents a historical Duty
Status.

A horizontal blue line with
diagonal lines represents a
Claimed Exception.

A horizontal white line
represents current Duty Status.

A horizontal faded red line
represents the pending change
to the Operators Log.

A vertical blue line represents a
Duty Status change.

A vertical red line represents a
violation.

Log Details - List of all Log entries:

All highlighted in green,
because if claimed would
add that event to the to the
Operators Log.

Claim Log button - When selected,
it will assign the drivetime events
listed to the Driver Log.

IntelliShift Logbook Operators Guide

More Info

Home Icon - Tapping will navigate to the Main home page.

Carrier Info- Tapping will show the current Motor Carrier selected.

About - Tapping will show the following (See Page 23):

Name

Email Address

Provider

ELD Identifier

Version

Send Logs button

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User Guide (See page 23).

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IntelliShift Logbook Operators Guide

About and User Guide
1

About

Back button - Will take the Operator
back to the main Approvals page.

Header - Displays the username and
email address.

Provider - Displays the current ELD
provider.

Displays the ELD Identifier - This is the
IntelliShift ID received from the FMCSA.

Version - Displays the version of the
IntelliShift In the Field mobile app.

Send Logs button - Allows the Operator
to submit In the Field mobile usage
logs to the IntelliShift team for trouble
shooting purposes.

Electronic User Guide
1.

Back button - Will take the Operator
back to the main More Info page.

User Guide - Displays an electronic
version of the IntelliShift ELD mobile
app user guide.

IntelliShift Logbook Operators Guide

Inspections
If the company administrator has set up required Pre/Post trip on both the Asset and
Trailer, the Operator will be automatically prompted to complete the inspection when they
connect to the Asset or Trailer.
1.

Start Pre-Trip Inspection - will take the Operator directly to the Inspection screen.
The app will automatically select the correct Inspection form so the Operator is
compliant with their fleets requirements.

Cancel - will keep the Operator on the Status screen. If the inspection is not
completed within the fleets time window, the Operator will be considered missing
inspection.

Once the Inspection is completed and signed, select the Complete button to send
it to Intellishift and return to the Status screen.

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IntelliShift Logbook Operators Guide

Troubleshooting Guide
1.

Unable to Select an Asset: during Asset selection, In the Field will use Bluetooth
connection to scan for Assets in the area. If it is unable to detect an Asset via Bluetooth, it
will say No Assets Found:

To repeat the Bluetooth scan, select Try Again. The Bluetooth scan will repeat.

To manually select an Asset without Bluetooth connection, select Continue without
Connecting. See Page 4.

Violation showing on Status Page: If the Operator has violations, a red banner will be
shown at the top of the Status page:

Selecting the banner will show details of the violations.

Items in red are violations. Items in yellow are recommendations to avoid an
upcoming violation.

Selecting Collapse All will return the Operator to the Status screen and hide the
violation details.

Resolving Violations:

Go to the Logs tab and verify that the HOS Logs are correct.

If they are incorrect, refer to page 14 of this guide to edit logs.

Unable to log in: if an Operator is receiving an error message when trying to sign in to In
the Field:

Verify that the Motor Carrier is selected correctly.

Verify that the login PIN being used is correct.

For further assistance, contact the companys Motor Carrier or Admin.

Malfunction with ELD device: If there are any malfunctions with the ELD Device, take the
following steps for resolution:

Verify that the device is connected and powered on.

Reboot the mobile device and try connecting again.

If the problem persists, inform the companys Motor Carrier immediately and revert
to paper logs.

IntelliShift Logbook Operators Guide

Want to learn more?
Contact our client success experts at
(800) 671-5222

IntelliShift Logbook Operators Guide