Trip Debrief

Warning: This is an incomplete guide at present.

Query section

You can access the query through the Query Filter button.

Query criteria:

• Trip Ref.
• Owning Depot.
• Carrier.
• Planned Date.
  • Planned Date From - defaults to 7 days in the past. You can enter a date directly, use the up/down buttons to move forward/back a day, or use the calendar to select a date.
  • Planned Date To - defaults to 7 days in the past. You can enter a date directly, use the up/down buttons to move forward/back a day, or use the calendar to select a date.

You can execute the query with the Refresh button, or close the query section with the Query Filter button.

Results

• Trip Reference.
• Status.
• Planned From.
• Planned To.
• Driver.
• Vehicle.
• Organization.
• Owning Depot.
• Route Reference.
• Carrier.
• Vehicle Description.
• Vehicle Make.
• Vehicle Model.
• Vehicle Type.
• Planned Distance.

You can debrief the trip or see details of the trip by clicking the row - the screen will display the details section.

Details section

Header buttons:

• Close.
• Refresh.
• Display options:
  • Max width.
  • Half-width.
  • Min width.

Trip sub-section

Header:

• TRIP - the trip ID.
• ORG - the organisation.

Details:

• Carrier.
• Depot.
• Trip Status.

You can set the trip to status Complete by clicking the SET COMPLETE button.

Summary sub-section

• Start Date/Time - you can default the date/time to the planned date/time (shown below) with the button provided.
• End Date/Time - you can default the date/time to the planned date/time (shown below) with the button provided.
• Driver - drop-down list.
• Vehicle - drop-down list.
• Trailer - drop-down list.
• ODO Start.
• ODO End.
• Mileage - you can default the mileage to the planned mileage (shown below) with the button provided.
• Fuel Drawn.
• Fuel Used.
• Fuel Receipt Ref.
• Overall Summary Comments.

You can enter all the summary details with the Complete Summary Review button

Stop sub-section

The screen displays each of the stops on the trip in sequence. These stop sections are closed by default - you can click them to show all of the stop details and the orders on that stop.

Header:

• Stop sequence.
• Location.
• Location Address.

Details:

• Arrived - you can default the date/time to the planned date/time (shown below) with the button provided.
• Departed - you can default the date/time to the planned date/time (shown below) with the button provided.
• Driver - drop-down list.
• Vehicle - drop-down list.
• Trailer - drop-down list.
• Temperature.
• Weighbridge Ref.
• Weighbridge Weight.
• Stop Comments.
• Non-fulfilled Reason.

You can confirm the stop has been completed using the Confirm Fulfilled button.

You can enter all the stop details with the Complete Stop Review button

Under each stop, the screen lists the orders at that stop:

Header:

• TMS Order.
• Customer.
• Collect From.
• Deliver To.

Details:

• Service Level.
• Delivery Stock.
• Activity.
• Order Status.
• Customer.
• Booking Ref..
• Collection Ref..
• Order Proof of Collection Comments.
• Non-fulfilled Reason - drop-down list.

You can confirm the order has been completed using the Confirm Fulfilled button.

Under each order, the screen lists all transport units for that order.

• Header, comprising of the number, TU type and descriptions.
• Quantity - you can default the value to the planned value (shown below) with the button provided.
• Weight - you can default the value to the planned value (shown below) with the button provided.
• Volume - you can default the value to the planned value (shown below) with the button provided.
• BUE - you can default the value to the planned value (shown below) with the button provided.
• Unit Comments.
• Non-fulfilled Reason - drop-down list.

You can confirm the transport unit has been completed using the Confirm Fulfilled button.

Under each transport unit, the screen lists all products for that transport unit.

• Header, comprising of the description.
• Quantity - you can default the value to the planned value (shown below) with the button provided.
• Height - you can default the value to the planned value (shown below) with the button provided.
• Length - you can default the value to the planned value (shown below) with the button provided.
• Weight - you can default the value to the planned value (shown below) with the button provided.
• Volume - you can default the value to the planned value (shown below) with the button provided.
• Product Comments
• Non-fulfilled Reason - drop-down list.