Drivers - Revision history

Anw: Updated from version 1.00.13

2020-08-18T11:07:32Z

Updated from version 1.00.13

← Older revision		Revision as of 13:07, 18 August 2020
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	* ''Available''.		* ''Available''.
	* ''Agency Worker''.		* ''Agency Worker''.
			* ''Carriers''.
	* ''Active''.		* ''Active''.
	* ''Created By''.		* ''Created By''.
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	!Label !!Description !!Long Description !!Type !!Values		!Label !!Description !!Long Description !!Type !!Values
	\|-		\|-
	\|~~User Carrier~~ \|\|~~Specifies a User Carrier~~ \|\|~~Specifies a User Carrier~~ \|\|TextBox \|\|String		\|EPOD Password \|\|EPOD Password \|\|EPOD Password \|\|TextBox \|\|String
	\|-		\|-
	\|~~CTMS Password~~ \|\|~~Customer Service Password \|\|Customer Service Password \|\|TextBox \|~~\|~~String~~		\|EPOD Username \|\|EPOD Username \|\|EPOD Username \|\|TextBox \|\|String
	\|-
	~~\|CTMS~~ Username ~~\|\|Customer Service User Id \|\|Customer Service User Id \|\|TextBox \|\|String~~
	\|-
	~~\|Default Schedule \|\|Default Schedule \|\|Default Schedule \|\|DropDownList \|\|Configured Schedules~~
	\|-
	~~\|Owning Depot \|\|Owning Depot \|\|Owning Depot for user organisation \|\|DropDownList \|\|Configured depots for this organisation~~
	\|-
	~~\|Schedule Active \|\|Schedule Active \|\|Schedule Active \|\|DropDownList \|\|True, False~~
	\|-
	~~\|Access User Schedule \|\|Access User Schedule \|\|Access User Schedule~~ \|\|TextBox \|\|String
	\|-
	~~\|View Only \|\|View Only \|\|View Only \|\|DropDownList \|\|Yes, No~~
	\|}		\|}

Anw: v1.00.03 - Screenshots

2020-01-16T11:54:45Z

v1.00.03 - Screenshots

← Older revision		Revision as of 13:54, 16 January 2020
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	This screen allows you to maintain the vehicles in the system. Vehicles are used to define the specific parameters of a vehicle. You resource trips with vehicles.		This screen allows you to maintain the vehicles in the system. Vehicles are used to define the specific parameters of a vehicle. You resource trips with vehicles.


			<gallery widths=600px heights=340px perrow=1>
			Image:CTLTMS_Drivers.png\|''Drivers''
			</gallery>

Anw: Categorisation of document pages

2019-10-31T13:18:46Z

Categorisation of document pages

← Older revision		Revision as of 15:18, 31 October 2019
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	[[Category:Maintenance]]		[[Category:Maintenance]]
	[[Category:Resource Data]]		[[Category:Resource Data]]
			[[Category:UG 331692 CTL-TMS Reference Guide\|230-{{PAGENAME}}]]

Anw: Added - v1.00.01.31778 - buttons

2019-10-30T16:58:00Z

Added - v1.00.01.31778 - buttons

Anw: Added - v0.00.01.25

2019-10-24T13:21:16Z

Added - v0.00.01.25

← Older revision		Revision as of 15:21, 24 October 2019
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	== Customer Exclusions ==		== Customer Exclusions ==
	You can exclude the driver from being able to work for certain customers by adding the customers to the exclusion list. You can maintain the customers in the [[~~Customers~~]] screen.		You can exclude the driver from being able to work for certain customers by adding the customers to the exclusion list. You can maintain the customers in the [[Customer]] screen.

	You can exclude a customer by clicking the '''Add''' button in the section header. The screen will display a pop-up window to allow you to identify the customer from which you want to exclude the driver. You can enter a customer code or click the look-up button to the right of the value entry to see a list of all customers. You can select a customer from this list to select it or close the window to cancel entry. Once you have selected or entered a customer, you can save the excluded customer using the '''Save''' button. You can cancel excluding the customer by closing the window.		You can exclude a customer by clicking the '''Add''' button in the section header. The screen will display a pop-up window to allow you to identify the customer from which you want to exclude the driver. You can enter a customer code or click the look-up button to the right of the value entry to see a list of all customers. You can select a customer from this list to select it or close the window to cancel entry. Once you have selected or entered a customer, you can save the excluded customer using the '''Save''' button. You can cancel excluding the customer by closing the window.

Anw: Added - v0.00.01.25

2019-10-23T13:12:31Z

Added - v0.00.01.25

New page

This screen allows you to maintain the vehicles in the system. Vehicles are used to define the specific parameters of a vehicle. You resource trips with vehicles.

You can query data by and/or choose to display data as follows:
* ''Code''.
* ''Forename''.
* ''Surname''.
* ''Shift Code''.
* ''Job Title''.
* ''Class''.
* ''Date of Birth''.
* ''Contact Number''.
* ''Start Date''.
* ''Available''.
* ''Agency Worker''.
* ''Active''.
* ''Created By''.
* ''Created Date''.
* ''Last Updated By''.
* ''Last Updated Date''.
* ''Last Active Change By''.
* ''Last Active Change Date''.
* ''Last Process Id''.
* ''Update Counter''.

The following actions are available on the Details panel:
* '''New''' - create a new record.
* '''Save''' - save a new record or changes to an existing record.
* '''Delete''' - delete an existing record.
* '''Help''' - help on this screen.
* '''Undo''' - undo change made since last save.
* '''Clear''' - clear all fields.
* '''Toggle''' - toggle display of all accordion headers.

You can change or add the following information:

== Driver Details section ==
* ''Code'' - the driver code.
* ''Forename'' - the driver's first name.
* ''Surname'' - the driver's last name.
* ''Shift Code'' - the driver's assigned shift. The screen validates this against the created shift codes in the system. You can look up the available shift codes using the look up button to the right of the value entry. A pop-up window will be displayed listing the available values. You can select a value from the list, or cancel the look up by closing the window.
* ''Job Title'' - a drop-down list of all job titles configured in the system.
* ''Class'' - free-text.
* ''Date of Birth'' - the driver's date of birth. You can use the '''Calendar''' button to select the date from a pop-up calendar.
* ''Contact Number'' - the driver's contact number.
* ''Start Date'' - the driver's start date. You can use the '''Calendar''' button to select the date from a pop-up calendar.
* ''Available'' - a check box indicating that the driver is available for work.
* ''Agency Worker'' - a check box indicating that this driver is an agency worker.

{{CarriersSection}}

== Qualifications section ==
You can assign qualifications to the driver. You can maintain the qualifications that may be assigned to a driver in the [[Qualifications]] screen.

You can assign a qualification to the driver by clicking the '''Add''' button in the section header. The screen will display a pop-up window to allow you to identify the qualification to which you want to assign the vehicle from a drop-down list. You must also enter a valid date range. You can use the ''Calendar'' buttons to the right of the value entry to select the dates. Once you have selected a qualification and entered valid dates, you can save the driver's qualification using the '''Save''' button. You can cancel by closing the window.

You can remove a qualification from a driver by selecting the qualification in the table and then clicking the Delete button in the section header.

== Customer Exclusions ==
You can exclude the driver from being able to work for certain customers by adding the customers to the exclusion list. You can maintain the customers in the [[Customers]] screen.

You can exclude a customer by clicking the '''Add''' button in the section header. The screen will display a pop-up window to allow you to identify the customer from which you want to exclude the driver. You can enter a customer code or click the look-up button to the right of the value entry to see a list of all customers. You can select a customer from this list to select it or close the window to cancel entry. Once you have selected or entered a customer, you can save the excluded customer using the '''Save''' button. You can cancel excluding the customer by closing the window.

You can remove an excluded customer from a driver by selecting the customer in the table and then clicking the Delete button in the section header.

== Location Exclusions ==
You can exclude the driver from being able to at certain locations by adding the locations to the exclusion list. You can maintain the locations in the [[Locations]] screen.

You can exclude a location by clicking the '''Add''' button in the section header. The screen will display a pop-up window to allow you to identify the location from which you want to exclude the driver. You can enter a location code or click the look-up button to the right of the value entry to see a list of all locations. You can select a location from this list to select it or close the window to cancel entry. Once you have selected or entered a location, you can save the excluded location using the '''Save''' button. You can cancel excluding the location by closing the window.

You can remove an excluded location from a driver by selecting the location in the table and then clicking the Delete button in the section header.

{{ParametersSection|User Parameters}}

The following parameters are currently available:
{| class="wikitable" border="1"
|- bgcolor="silver"
!Label !!Description !!Long Description !!Type !!Values
|-
|User Carrier ||Specifies a User Carrier ||Specifies a User Carrier ||TextBox ||String
|-
|CTMS Password ||Customer Service Password ||Customer Service Password ||TextBox ||String
|-
|CTMS Username ||Customer Service User Id ||Customer Service User Id ||TextBox ||String
|-
|Default Schedule ||Default Schedule ||Default Schedule ||DropDownList ||Configured Schedules
|-
|Owning Depot ||Owning Depot ||Owning Depot for user organisation ||DropDownList ||Configured depots for this organisation
|-
|Schedule Active ||Schedule Active ||Schedule Active ||DropDownList ||True, False
|-
|Access User Schedule ||Access User Schedule ||Access User Schedule ||TextBox ||String
|-
|View Only ||View Only ||View Only ||DropDownList ||Yes, No
|}

{{NotesSection}}

{{ContactsSection}}

{{CalendarSection}}

[[Category:Maintenance]]
[[Category:Resource Data]]

← Older revision		Revision as of 18:58, 30 October 2019
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	The following actions are available on the Details panel:		The following actions are available on the Details panel:
	* ~~'''~~New~~'''~~ - create a new record.		* {{Button\|New}} - create a new record.
	* ~~'''~~Save~~'''~~ - save a new record or changes to an existing record.		* {{Button\|Save}} - save a new record or changes to an existing record.
	* ~~'''~~Delete~~'''~~ - delete an existing record.		* {{Button\|Delete}} - delete an existing record.
	* ~~'''~~Help~~'''~~ - help on this screen.		* {{Button\|Help}} - help on this screen.
	* ~~'''~~Undo~~'''~~ - undo change made since last save.		* {{Button\|Undo}} - undo change made since last save.
	* ~~'''~~Clear~~'''~~ - clear all fields.		* {{Button\|Clear}} - clear all fields.
	* ~~'''~~Toggle~~'''~~ - toggle display of all accordion headers.		* {{Button\|Toggle}} - toggle display of all accordion headers.


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	* ''Forename'' - the driver's first name.		* ''Forename'' - the driver's first name.
	* ''Surname'' - the driver's last name.		* ''Surname'' - the driver's last name.
	* ''Shift Code'' - the driver's assigned shift. The screen validates this against the created shift codes in the system. You can look up the available shift codes using the ~~look up~~ button to the right of the value entry. A pop-up window will be displayed listing the available values. You can select a value from the list, or cancel the look up by closing the window.		* ''Shift Code'' - the driver's assigned shift. The screen validates this against the created shift codes in the system. You can look up the available shift codes using the {{Button\|Lookup}} button to the right of the value entry. A pop-up window will be displayed listing the available values. You can select a value from the list, or cancel the look up by closing the window.
	* ''Job Title'' - a drop-down list of all job titles configured in the system.		* ''Job Title'' - a drop-down list of all job titles configured in the system.
	* ''Class'' - free-text.		* ''Class'' - free-text.
	* ''Date of Birth'' - the driver's date of birth. You can use the ~~'''~~Calendar~~'''~~ button to select the date from a pop-up calendar.		* ''Date of Birth'' - the driver's date of birth. You can use the {{Button\|Calendar}} button to select the date from a pop-up calendar.
	* ''Contact Number'' - the driver's contact number.		* ''Contact Number'' - the driver's contact number.
	* ''Start Date'' - the driver's start date. You can use the ~~'''~~Calendar~~'''~~ button to select the date from a pop-up calendar.		* ''Start Date'' - the driver's start date. You can use the {{Button\|Calendar}} button to select the date from a pop-up calendar.
	* ''Available'' - a check box indicating that the driver is available for work.		* ''Available'' - a check box indicating that the driver is available for work.
	* ''Agency Worker'' - a check box indicating that this driver is an agency worker.		* ''Agency Worker'' - a check box indicating that this driver is an agency worker.
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	You can assign qualifications to the driver. You can maintain the qualifications that may be assigned to a driver in the [[Qualifications]] screen.		You can assign qualifications to the driver. You can maintain the qualifications that may be assigned to a driver in the [[Qualifications]] screen.

	You can assign a qualification to the driver by clicking the ~~'''Add'''~~ button in the section header. The screen will display a pop-up window to allow you to identify the qualification to which you want to assign the vehicle from a drop-down list. You must also enter a valid date range. You can use the ''Calendar'' buttons to the right of the value entry to select the dates. Once you have selected a qualification and entered valid dates, you can save the driver's qualification using the '''Save''' button. You can cancel by closing the window.		You can assign a qualification to the driver by clicking the {{Button\|New}} button in the section header. The screen will display a pop-up window to allow you to identify the qualification to which you want to assign the vehicle from a drop-down list. You must also enter a valid date range. You can use the {{Button\|Calendar}} buttons to the right of the value entry to select the dates. Once you have selected a qualification and entered valid dates, you can save the driver's qualification using the '''Save''' button. You can cancel by closing the window.

	You can remove a qualification from a driver by selecting the qualification in the table and then clicking the Delete button in the section header.		You can remove a qualification from a driver by selecting the qualification in the table and then clicking the {{Button\|Delete}} button in the section header.


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	You can exclude the driver from being able to work for certain customers by adding the customers to the exclusion list. You can maintain the customers in the [[Customer]] screen.		You can exclude the driver from being able to work for certain customers by adding the customers to the exclusion list. You can maintain the customers in the [[Customer]] screen.

	You can exclude a customer by clicking the ~~'''Add'''~~ button in the section header. The screen will display a pop-up window to allow you to identify the customer from which you want to exclude the driver. You can enter a customer code or click the ~~look-up~~ button to the right of the value entry to see a list of all customers. You can select a customer from this list to select it or close the window to cancel entry. Once you have selected or entered a customer, you can save the excluded customer using the '''Save''' button. You can cancel excluding the customer by closing the window.		You can exclude a customer by clicking the {{Button\|New}} button in the section header. The screen will display a pop-up window to allow you to identify the customer from which you want to exclude the driver. You can enter a customer code or click the {{Button\|Lookup}} button to the right of the value entry to see a list of all customers. You can select a customer from this list to select it or close the window to cancel entry. Once you have selected or entered a customer, you can save the excluded customer using the '''Save''' button. You can cancel excluding the customer by closing the window.

	You can remove an excluded customer from a driver by selecting the customer in the table and then clicking the Delete button in the section header.		You can remove an excluded customer from a driver by selecting the customer in the table and then clicking the {{Button\|Delete}} button in the section header.


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	You can exclude the driver from being able to at certain locations by adding the locations to the exclusion list. You can maintain the locations in the [[Locations]] screen.		You can exclude the driver from being able to at certain locations by adding the locations to the exclusion list. You can maintain the locations in the [[Locations]] screen.

	You can exclude a location by clicking the ~~'''Add'''~~ button in the section header. The screen will display a pop-up window to allow you to identify the location from which you want to exclude the driver. You can enter a location code or click the ~~look-up~~ button to the right of the value entry to see a list of all locations. You can select a location from this list to select it or close the window to cancel entry. Once you have selected or entered a location, you can save the excluded location using the '''Save''' button. You can cancel excluding the location by closing the window.		You can exclude a location by clicking the {{Button\|New}} button in the section header. The screen will display a pop-up window to allow you to identify the location from which you want to exclude the driver. You can enter a location code or click the {{Button\|Lookup}} button to the right of the value entry to see a list of all locations. You can select a location from this list to select it or close the window to cancel entry. Once you have selected or entered a location, you can save the excluded location using the '''Save''' button. You can cancel excluding the location by closing the window.

	You can remove an excluded location from a driver by selecting the location in the table and then clicking the Delete button in the section header.		You can remove an excluded location from a driver by selecting the location in the table and then clicking the {{Button\|Delete}} button in the section header.