Call Logging - Tyres - Revision history

Anw: Added details of Show/Hide button and panels taking the best available space. (v3.01.62/772661)

2025-12-03T13:15:34Z

Added details of Show/Hide button and panels taking the best available space. (v3.01.62/772661)

← Older revision		Revision as of 15:15, 3 December 2025
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	You can also click the {{Button\|Run SLA Report}} button to view any additional customer restrictions if configured against the customer.		You can also click the {{Button\|Run SLA Report}} button to view any additional customer restrictions if configured against the customer.

	You can save the changed details of the order in this section using the '''Save''' button. The screen will leave the order open for further amendments. If you have finished with the order, you can click the '''Save and Close''' button instead to save the details and close the details window.		All of the other buttons are located above this panel.
			* You can save the changed details of the order in this section using the '''Save''' button. The screen will leave the order open for further amendments.
	You can refresh the order details using the '''Refresh''' button.		* If you have finished with the order, you can click the '''Save and Close''' button instead to save the details and close the details window.
			* You can refresh the order details using the '''Refresh''' button.
	You can close the details section without saving any changes using the '''Close''' button.		* You can close the details section without saving any changes using the '''Close''' button.
			* You can show and hide this panel with the '''Show/Hide''' button. The other Additional Details tab panels detailed below will expand to use the extra space. This is most useful for mobile devices.

	You can use the following buttons on this tab:		You can use the following buttons on this tab:

Anw: Updated c

2024-07-30T11:07:01Z

Updated c

← Older revision		Revision as of 13:07, 30 July 2024
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	Any location contacts that have been overridden in order contacts will be indicated by the row being greyed out - you will not be able to select that location contact again unless you delete the order contact.		Any location contacts that have been overridden in order contacts will be indicated by the row being greyed out - you will not be able to select that location contact again unless you delete the order contact.

			{{Warning}} When you want to override a location contact, do not change the forename, surname, email or telephone details. If you do change these, this is then seen as a different order contact, and doesn't override the existing location contact. You will see that, because the location contact will not be greyed out.


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	If you want to add a contact JUST FOR THIS ORDER ONLY, click the {{Button\|New Order Contact}} button and enter the details. Do not check the "Save as Location" check box and click {{Button\|Save}}. This will create a new order contact, for this order only, and will appear just in the Order Contacts table.		If you want to add a contact JUST FOR THIS ORDER ONLY, click the {{Button\|New Order Contact}} button and enter the details. Do not check the "Save as Location" check box and click {{Button\|Save}}. This will create a new order contact, for this order only, and will appear just in the Order Contacts table.

	If you want to add a contact for any orders to this location from this point forwards, click the {{Button\|New Order Contact}} button and enter the details. Check the "Save as Location" check box and click {{Button\|Save}}. This will create a new ~~Order Contact~~, for this order only. This contact will appear in the Order Contacts table, and also in the Location Contacts table below, but greyed out (as there is an ~~Order Contact~~ over-riding it).		If you want to add a contact for any orders to this location from this point forwards, click the {{Button\|New Order Contact}} button and enter the details. Check the "Save as Location" check box and click {{Button\|Save}}. This will create a new order contact, for this order only. This contact will appear in the Order Contacts table, and also in the Location Contacts table below, but greyed out (as there is an order contact over-riding it).

			If you want to change a contact so that it doesn't send the report from this point forward for any jobs, select the contact in the Location Contacts table, then untick the Report box and click {{Button\|Save}}. This will update the location contact. This will also create this as an order contact, so you can change it on this order alone if you want to - the location contact will be greyed out.

	If you want to change a contact so that it doesn't send the report ~~from this point forward for any jobs~~, select the contact in the Location Contacts table~~, then~~ untick the Report box and click {{Button\|Save}}. This will update the location contact. ~~This will also create this as an order~~ contact~~, so you can change it on this order alone if you want to - the Location Contact~~ will be greyed out.		If you want to change a contact so that it doesn't send the report FOR THIS ORDER ONLY, select the contact in the Location Contacts table and click {{Button\|Save}} - that will create an order contact. Then select the order contact created and untick the Report box and click {{Button\|Save}}. This will update the order contact only and over-ride the location contact. The contact will be greyed out in the Location Contacts section.

	If you want to ~~change a~~ contact ~~so that it doesn't send the report FOR THIS ORDER ONLY~~, ~~select the contact in the Location Contacts table and click {{Button\|Save}} - that will~~ create an order contact~~. Then select the Order Contact~~ and ~~untick~~ the ~~Report box~~ and ~~click {{Button\|Save}}~~. ~~This~~ will ~~update the~~ order ~~contact only~~ and ~~over-ride~~ the location ~~contact. The contact~~ will be greyed out in the ~~Location Contacts section~~.		If you want to add some more emails or phone numbers for an existing location contact, create a new order or location contact as described above, and change the phone and/or email information. You will end up with multiple order and/or location contacts, depending on which of the scenarios above you followed. Any matching location contacts will be greyed out and over-ridden if all of the contact information is the same in the order contact compared to the location contact (i.e. the forename, surname, phone and email).

Anw: Updated contacts section with examples.

2024-07-30T10:48:32Z

Updated contacts section with examples.

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 The screen displays the following:
 * Order Contacts - any contacts you have added or amended against this order.
-* Location Contacts - pre-saved contacts against the location.
+* Location Contacts - pre-saved contacts against the from location, to location or against the customer's default (billing or invoice) location.
 The {{Button|New Order Contact}} button will create a new order contact in the table below. You can also save this new contact to the location for re-use.
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 Any location contacts that are checked will be used - if you want to change that, select the contact and save as an order contact, and change the contact preferences.
 === Tyres tab ===

Anw: Minor correction

2024-06-28T08:48:01Z

Minor correction

← Older revision		Revision as of 10:48, 28 June 2024
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	* Depot: Not enabled, as not selecting a product to sell		* Depot: Not enabled, as not selecting a product to sell
	* Position: Drop-down list based on customer vehicle, must select		* Position: Drop-down list based on customer vehicle, must select
	* Product Code: ~~Default from known product in position or blanknot~~ enabled		* Product Code: not enabled
	* Product Description: ~~Set from productNot~~ enabled		* Product Description: Not enabled
	* Store: ~~Set from productNot~~ enabled		* Store: Not enabled
	* Quantity: Default to 1, cannot be changed		* Quantity: Default to 1, cannot be changed
	* Manufacturer: Set from product		* Manufacturer: Set from product

Anw: Added details of external users and control tower users. Also access control.

2024-06-12T13:52:23Z

Added details of external users and control tower users. Also access control.

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 *	Delivery (service) at OMS1
 *	End of trip back at SL117
 [[Category:UG 440451 CTL-TMS Vehicle Fleet Reference Guide|301-{{PAGENAME}}]]

Anw: Added details of Depot Hub and Outside Stores

2024-06-12T12:18:25Z

Added details of Depot Hub and Outside Stores

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 The screen will list the Technicians assigned to that selected carrier. The screen provides decision assistance to the operator to select the correct Technician.
 The screen will use the current workload assigned to the Technician, how long they have been working on it, how long the job is expected to take and the current location of the Technician and progress through the current job and distance to the job in question to determine the potential arrival time. The screen will also show the shifts on which the technician is assigned, to aid in identifying the out-of-hours technician.
 The current job will be determined by the job in progress on the device.
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 Once selected, click the {{Button|Book}} button.
 Once the call is logged, booked and assigned to the driver, the job will be planned onto the technician's workload and sent over to their device. This will generate a workload on the device (if one does not already exist), a collection job (if picking up van stock or installing a new tyre) and a service job of the type specified to do the work.
-If you want to change the technician or vehicle, click the {{Button|Release}} button.
+When a job is booked to a technician for the first job of that day, the system creates a workload for that technician, starting at the start-up time of that driver's shift, then factoring in the time as above from the specified start time of the job, to determine the ETA.
@@ Line 453: / Line 462: @@
 The job can then be booked to a technician to transport the product to the technician that needs it – this will be as per the normal booking process. This will be added to the transporting technician's work load, or a new work load created for this purpose.
 [[Category:UG 440451 CTL-TMS Vehicle Fleet Reference Guide|301-{{PAGENAME}}]]

Anw: Added details of Actual Customer

2024-06-12T10:22:04Z

Added details of Actual Customer

← Older revision		Revision as of 12:22, 12 June 2024
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	* ''Invoice To'' - the parent customer. A lookup is provided with search criteria. If a parent customer is selected, this will filter the Customer lookup. If you enter a customer first, the Invoice To field will automatically populate.		* ''Invoice To'' - the parent customer. A lookup is provided with search criteria. If a parent customer is selected, this will filter the Customer lookup. If you enter a customer first, the Invoice To field will automatically populate.
	* ''Customer'' - the customer. A lookup is provided with search criteria.		* ''Customer'' - the customer. A lookup is provided with search criteria.
	* ''Actual Customer'' - a text field for reporting purposes - only ~~required~~ when ~~this~~ is a ~~bucket~~ customer.		* ''Actual Customer'' - a text field for reporting purposes - only entered when the customer selected is a "slush account" combining many small customers. This will appear in the customer name on the service report if populated.
	* ''Use Planning Region'' - limit the selection of locations to those your user is allowed to see.		* ''Use Planning Region'' - limit the selection of locations to those your user is allowed to see.
	* ''Job Location'' - the job location. A lookup is provided. The lookup will show only the addresses for that customer, and optionally only those within your user's configured planning region.		* ''Job Location'' - the job location. A lookup is provided. The lookup will show only the addresses for that customer, and optionally only those within your user's configured planning region.

Anw: Added details of top-up transfer

2024-06-12T08:21:34Z

Added details of top-up transfer

← Older revision		Revision as of 10:21, 12 June 2024
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	The screen logs the creation and amendment date, time and user of all entered notes, whether they were entered automatically or manually.		The screen logs the creation and amendment date, time and user of all entered notes, whether they were entered automatically or manually.


			== Top-up Transfers ==
			Top-up Transfers are a job type that allows tyres to be taken to a technician whilst on a job.

			When creating a job in CTL, a new Job Type will be available called "Top-up Transfer".

			When you select this, the screen will allow you to select a technician and an order on which they require additional product – the screen will show the orders on the selected technician's current trip and allow them to select to job.

			The screen will then copy the basic order details for a new job to transfer product to that technician. That will be customer, destination location, customer vehicle, etc. The job will not be saved automatically – the details will just be copied into the screen for you to save if required.

			You can then select depot and carrier like any other job.
			You can then select product to deliver to the selected technician - this job type will be limited to just selecting van stock and entering the quantity. This will be exactly as the process selects van stock now as shown above. This involves identifying the product (through part search), selecting the product (including the store from which the product is sourced, which may be a depot store or outside store) and confirming the quantity.

			The job can then be booked to a technician to transport the product to the technician that needs it – this will be as per the normal booking process. This will be added to the transporting technician's work load, or a new work load created for this purpose.


	[[Category:UG 440451 CTL-TMS Vehicle Fleet Reference Guide\|301-{{PAGENAME}}]]		[[Category:UG 440451 CTL-TMS Vehicle Fleet Reference Guide\|301-{{PAGENAME}}]]

Anw: Added details of adding a new vehicle without axle configuration

2024-06-12T07:59:14Z

Added details of adding a new vehicle without axle configuration

← Older revision		Revision as of 09:59, 12 June 2024
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	You can also add a new vehicle for this customer and location using the {{Button\|New Vehicle}} button.		You can also add a new vehicle for this customer and location using the {{Button\|New Vehicle}} button.
			You will be prompted to enter:
			* ''Reg No/Fleet No'': This is required.
			* ''Vehicle Type'': This is required. You can select from a drop-down list
			* ''Description'': This is freetext and optional.
			* ''Axle Configuration'': This is optional. See notes below.
			* ''Fleet Location'': This will default to the fleet location selected as the job destination location. You can change this through the lookup provided.

			{{Note\|
			* Once a vehicle is created without a configuration in the call logging screen, this vehicle cannot then be amended in this screen to add the configuration. The Vehicle Fleet Maintenance screen can be used to modify the vehicle and add a configuration.
			* The selected vehicle may now not have an axle configuration against it, so the tyre positions will not be known. In this case, the screen will check and will only allow van stock to be booked if the vehicle does not have an axle configuration associated to it.
			* If fitment of new or other tyres, or services are to be installed on the vehicle, then you should write the position and required work in the notes, so that the technician can see them and do the work required. Tyres should be booked as van stock if required.
			}}


	Once you have added these details and saved, you can move on to other details.		Once you have added these details and saved, you can move on to other details.

Anw: Updated from SDD.

2024-06-11T11:26:06Z

Updated from SDD.

← Older revision		Revision as of 13:26, 11 June 2024
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	* Additional details, situated in the top-right of the screen. You can select different detailed information to view or edit using the tab bar provided.		* Additional details, situated in the top-right of the screen. You can select different detailed information to view or edit using the tab bar provided.
	* Notes, situated at the bottom of the screen.		* Notes, situated at the bottom of the screen.


			You can create a new order by opening the Details panel and clicking on the {{Button\|New}} button.

			When creating or updating a job, the screen will check the credit status limit of the customer selected through the unique customer code. This will check with Elucid directly, and that credit status limit (of the child or parent account) will be used when checking whether products may be fitted, or services rendered. Note that this may also include unposted or incomplete sales invoices / credit notes.

			This check on credit limits also applies when adding new lines to a job.


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	You can also see:		You can also see:
	* ''Customer instructions''		* ''Customer instructions'' - any instructions configured against the customer.
	* ''Preferred Brand''		* ''Preferred Brand'' - any preferred brand information configured against the custome.

	You can also click the {{Button\|Run SLA Report}} button to view any additional customer restrictions.		You can also click the {{Button\|Run SLA Report}} button to view any additional customer restrictions if configured against the customer.

	You can save the changed details of the order in this section using the '''Save''' button. The screen will leave the order open for further amendments. If you have finished with the order, you can click the '''Save and Close''' button instead to save the details and close the details window.		You can save the changed details of the order in this section using the '''Save''' button. The screen will leave the order open for further amendments. If you have finished with the order, you can click the '''Save and Close''' button instead to save the details and close the details window.
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	* {{Button\|Clear}} - clear all fields.		* {{Button\|Clear}} - clear all fields.
	* {{Button\|Toggle}} - toggle display of all accordion headers.		* {{Button\|Toggle}} - toggle display of all accordion headers.


			The screen allows you to reject (cancel) a job using the {{Button\|Delete}} button. In this case, you are requested to enter a reason why this was rejected.
			For example, the call is taken, the user quotes a price to the customer, the customer rejects the price. The job will be captured, but the job will be cancelled with a reason code (e.g. too pricey).


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	* ''Job Type''		* ''Job Type''
	* ''Customer Ref''		* ''Customer Ref'' - generated automatically by the system when the job is saved.
	* ''Breakdown Ref''		* ''Breakdown Ref'' - a third-party reference.
	* ''Authorisation Code''		* ''Authorisation Code'' - required authorisation code from the customer.
	* ''Invoice To''		* ''Invoice To'' - the parent customer. A lookup is provided with search criteria. If a parent customer is selected, this will filter the Customer lookup. If you enter a customer first, the Invoice To field will automatically populate.
	* ''Customer''		* ''Customer'' - the customer. A lookup is provided with search criteria.
	* ''Actual Customer''		* ''Actual Customer'' - a text field for reporting purposes - only required when this is a bucket customer.
	* ''Use Planning Region''		* ''Use Planning Region'' - limit the selection of locations to those your user is allowed to see.
	* ''Job Location''		* ''Job Location'' - the job location. A lookup is provided. The lookup will show only the addresses for that customer, and optionally only those within your user's configured planning region.
	* ''Depot''		* ''Depot'' - the owning depot of the job - this will default to your configured depot. A lookup is provided. The lookup will sort based on the distance away from the callout location, and this distance is displayed.
	* ''Carrier''		* ''Carrier'' - the depot executing the job. This will default to your configured depot. A lookup is provided. The lookup will sort based on the distance away from the callout location, and this distance is displayed.
	* ''ETA Requirement''		* ''ETA Requirement'' - the service level. A drop-down list of service levels is provided.
	* ''Reg No/Fleet No''		* ''Reg No/Fleet No'' - the vehicle being serviced for non-fleet inspection jobs. A lookup is provided with search criteria.

			If the call-out is not at a known address, the user can search for and select a location from the map, which will create a new location for the job and customer. There are editing facilities to the address after selection.

	You can also add a new vehicle for this customer and location using the {{Button\|New Vehicle}} button.		You can also add a new vehicle for this customer and location using the {{Button\|New Vehicle}} button.
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	=== Booking tab ===		=== Booking tab ===
	This tab allows you to modify the delivery date of the order based on the customer's requirements.		This tab allows you to modify the delivery date of the order based on the customer's requirements, and to select the technician and vehicle.

	<gallery widths=600px heights=340px perrow=1>		<gallery widths=600px heights=340px perrow=1>
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	</gallery>		</gallery>

	You can manually set a booking date and time window here.		You can manually set a booking date and time window here. This will default to today’s date, and to the expected delivery time, based on the service level. For example, if the time is 1200, and the service level is 60-90 minutes, the book time will default to 1330.

			When a job is created, a service level will be identified. This, along with the start/booked time, will determine the window for the job. For example, "60-90 minutes" may be a service level. If the job is booked at the correct time of 1200, the window will be 1200-1330.
			Alternatively, scheduled jobs will typically be scheduled at 0600 on the day and will be able to be completed at any time of the day.
			This will be used to determine whether the job was completed in time.


			The screen will list the Technicians assigned to that selected carrier. The screen provides decision assistance to the operator to select the correct Technician.
			The screen will use the current workload assigned to the Technician, how long they have been working on it, how long the job is expected to take and the current location of the Technician and progress through the current job and distance to the job in question to determine the potential arrival time. The screen will also show the shifts on which the technician is assigned, to aid in identifying the out-of-hours technician.

	~~For~~ the ~~specified carrier~~, ~~you~~ can ~~select a technician~~ and ~~vehicle from~~ the ~~list provided~~. ~~This also provides some~~ decision assistance ~~to show when they might~~ be ~~able~~ to ~~complete~~ the ~~job~~.		The current job will be determined by the job in progress on the device.
			The current location will be determined from the device location.
			The length of the job will be determined from the actions taking place or items being delivered. This will be configured against the line type, with each configured for a number of minutes per item. There are expected to be 3:
			* Tyre Fitment – for example, 15 minute per tyre fitted once the location is reached.
			* Tyre Supply – for example, one minute per tyre being delivered.
			* Inspection – for example, 5 minutes per vehicle to be inspected, with the quantity of the line set to the number of vehicles, to give finer control of how long the job is expected to be.
			If the driver arrived 5 minutes ago, and the job is expected to take 30 minutes based on these calculations, the system will know that there is an expected 25 minutes remaining on that job before they can depart.

			The screen will indicate the availability of that driver, using the assigned shift and resource availability calendar to determine whether the driver may be used. As noted, this is decision assistance - the driver may still be selected.

			You may then assign the technician's van, if required. If the technician has a default vehicle or is already working in a van, then this will be defaulted to that van. You can change the van here.

	Once selected, click the {{Button\|Book}} button.		Once selected, click the {{Button\|Book}} button.

			Once the call is logged, booked and assigned to the driver, the job will be planned onto the technician's workload and sent over to their device. This will generate a workload on the device (if one does not already exist), a collection job (if picking up van stock or installing a new tyre) and a service job of the type specified to do the work.

	If you want to change the technician or vehicle, click the {{Button\|Release}} button.		If you want to change the technician or vehicle, click the {{Button\|Release}} button.
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	=== Services tab ===		=== Services tab ===
	This tab allows you to set any additional equipment or services against the order. You can select from a drop-down list of configured services or equipment.		This tab allows you to view set any additional equipment or services against the order. You can select from a drop-down list of configured services or equipment.

	<gallery widths=600px heights=340px perrow=1>		<gallery widths=600px heights=340px perrow=1>
	Image:CTLTMS-CallLogging-Services.png\|''Services tab''		Image:CTLTMS-CallLogging-Services.png\|''Services tab''
	</gallery>		</gallery>

			For completed jobs, the services supplied against the job will be visible here.

	When you have selected the service or equipment, you can set the quantity and add it using the {{Button\|New}} button provided. The screen will add this to the displayed list of equipment and services.		When you have selected the service or equipment, you can set the quantity and add it using the {{Button\|New}} button provided. The screen will add this to the displayed list of equipment and services.