Admin User Guide - Revision history

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:29:06Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:29, 4 March 2020
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	All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:		All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:

	[[File:EPOD-Basic3.PNG\|~~1000px~~\|border]]		[[File:EPOD-Basic3.PNG\|900px\|border]]


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	All data found is shown and managed on a results data table. Within this table you can edit, delete and cancel records dependant on your user access status.		All data found is shown and managed on a results data table. Within this table you can edit, delete and cancel records dependant on your user access status.

	[[File:EPOD-Basic5.PNG\|~~1000px~~\|border]]		[[File:EPOD-Basic5.PNG\|900px\|border]]

	Depending on the configuration of the system, the system may not show you these buttons on the rows themselves. You can access them by clicking on the row of the data table - a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.		Depending on the configuration of the system, the system may not show you these buttons on the rows themselves. You can access them by clicking on the row of the data table - a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.

Anw: Minor formatting changes.

2019-04-03T11:03:37Z

Minor formatting changes.

← Older revision		Revision as of 13:03, 3 April 2019
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	You can access the menu by clicking the Menu button on the top left of the screen - it will pop-out on the left. You can use this to navigate around the system by clicking on the screen you require:		You can access the menu by clicking the Menu button on the top left of the screen - it will pop-out on the left. You can use this to navigate around the system by clicking on the screen you require:

	[[File:EPOD-Basic2.~~png~~\|border]]		[[File:EPOD-Basic2.PNG\|border]]


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	All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:		All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:

	[[File:EPOD-Basic3.~~png~~\|1000px\|border]]		[[File:EPOD-Basic3.PNG\|1000px\|border]]


	When you need to enter details for new records, you can access this by clicking the '''New''' button where provided:		When you need to enter details for new records, you can access this by clicking the '''New''' button where provided:

	[[File:EPOD-Basic4.~~png~~\|border]]		[[File:EPOD-Basic4.PNG\|border]]


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	All data found is shown and managed on a results data table. Within this table you can edit, delete and cancel records dependant on your user access status.		All data found is shown and managed on a results data table. Within this table you can edit, delete and cancel records dependant on your user access status.

	[[File:EPOD-Basic5.~~png~~\|1000px\|border]]		[[File:EPOD-Basic5.PNG\|1000px\|border]]

	Depending on the configuration of the system, the system may not show you these buttons on the rows themselves. You can access them by clicking on the row of the data table - a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.		Depending on the configuration of the system, the system may not show you these buttons on the rows themselves. You can access them by clicking on the row of the data table - a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.

	[[File:EPOD-Basic5a.~~png~~\|border]]		[[File:EPOD-Basic5a.PNG\|border]]


	Some screens allow the columns in the results table to be shown or hidden using a '''Select Columns''' button. When you press this button, a popup is shown of all the columns that can be selected:		Some screens allow the columns in the results table to be shown or hidden using a '''Select Columns''' button. When you press this button, a popup is shown of all the columns that can be selected:

	[[File:EPOD-Basic5b.~~png~~\|border]]		[[File:EPOD-Basic5b.PNG\|border]]

	Most screens require that one or more columns are always shown - they may not be hidden and will not be shown on this list.		Most screens require that one or more columns are always shown - they may not be hidden and will not be shown on this list.
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	You can modify data by clicking the '''Select''' button to access the relevant record:		You can modify data by clicking the '''Select''' button to access the relevant record:

	[[File:EPOD-Basic6.~~png~~\|border]]		[[File:EPOD-Basic6.PNG\|border]]

	The screen will show a pop-up of the details, usually with further options of '''Edit''' and '''Delete''', along with others specific to that screen.		The screen will show a pop-up of the details, usually with further options of '''Edit''' and '''Delete''', along with others specific to that screen.

Anw: Passive voice

2019-04-02T13:00:45Z

Passive voice

Anw: Minor correction

2018-11-07T09:02:07Z

Minor correction

← Older revision		Revision as of 11:02, 7 November 2018
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	Some columns may not be hidden and will not be shown on this list.		Some columns may not be hidden and will not be shown on this list.

	Check or Uncheck the items in the list to show or hide the columns respectively. When '''Save'' is clicked, the changes will be applied to the results table. Clicking '''Close''' or anywhere else on the screen behind will ''not'' make the changes.		Check or Uncheck the items in the list to show or hide the columns respectively. When '''Save''' is clicked, the changes will be applied to the results table. Clicking '''Close''' or anywhere else on the screen behind will ''not'' make the changes.

	The application will remember your settings for this screen when run from the same browser on the machine.		The application will remember your settings for this screen when run from the same browser on the machine.

Anw: Updated based on version 4.0.02.00

2017-12-20T11:51:24Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 13:51, 20 December 2017
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	[[File:EPOD-Basic5a.png\|border]]		[[File:EPOD-Basic5a.png\|border]]


			Some screens allow the columns in the results table to be shown or hidden using a '''Select Columns''' button. When pressed, a popup is shown of all the columns that can be selected:

			[[File:EPOD-Basic5b.png\|border]]

			Some columns may not be hidden and will not be shown on this list.

			Check or Uncheck the items in the list to show or hide the columns respectively. When '''Save'' is clicked, the changes will be applied to the results table. Clicking '''Close''' or anywhere else on the screen behind will ''not'' make the changes.

			The application will remember your settings for this screen when run from the same browser on the machine.

Anw: Updated based on version 4.0.02.00

2017-12-20T11:44:51Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 13:44, 20 December 2017
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	[[File:EPOD-Basic2.png\|border]]		[[File:EPOD-Basic2.png\|border]]

			{{Note}} Clicking the icon to the right of the menu will open the selected screen in a new tab in your browser, or a new browser window, depending on the settings of your chosen browser.

	All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:		All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:

Anw at 08:23, 29 November 2017

2017-11-29T08:23:05Z

← Older revision		Revision as of 10:23, 29 November 2017
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	All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:		All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:

	[[File:EPOD-Basic3.png\|~~600px~~\|border]]		[[File:EPOD-Basic3.png\|1000px\|border]]

	A New panel is available where you can enter details for new records - this is accessible by clicking the '''New''' button:		A New panel is available where you can enter details for new records - this is accessible by clicking the '''New''' button:
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	All data is managed on a data table. Within this table you can Edit, Delete and Cancel records dependant on your user access status.		All data is managed on a data table. Within this table you can Edit, Delete and Cancel records dependant on your user access status.

	[[File:EPOD-Basic5.png\|~~600px~~\|border]]		[[File:EPOD-Basic5.png\|1000px\|border]]

Anw: Updated based on version 4.0.01.08

2017-11-22T10:35:08Z

Updated based on version 4.0.01.08

← Older revision		Revision as of 12:35, 22 November 2017
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	==Basic Functionality==		==Basic Functionality==
	~~All~~ pages within the system are setup in a similar way, they consist of a search filter, a panel to add new data and a panel to display data from the filter and edit existing data.		The header of each page shows who is logged in and to what site, as well as (if configured) a link to provide detailed help on each screen.

			In the details of each page, all pages within the system are setup in a similar way, they consist of a search filter, a panel to add new data and a panel to display data from the filter and edit existing data.

	The menu is accessed by clicking the Menu button on the top left of the screen and will pop-out on the left. This is used to navigate around the system by clicking on the screen you require:		The menu is accessed by clicking the Menu button on the top left of the screen and will pop-out on the left. This is used to navigate around the system by clicking on the screen you require:

Anw: Added details of Action Popup window

2017-11-22T08:31:01Z

Added details of Action Popup window

← Older revision		Revision as of 10:31, 22 November 2017
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	[[File:EPOD-Basic5.png\|600px\|border]]		[[File:EPOD-Basic5.png\|600px\|border]]


			Depending on the configuration of the system, these buttons may not be visible. These can be accessed by clicking on the row of the data table, and a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.

			[[File:EPOD-Basic5a.png\|border]]


	Data is modified by clicking the '''Select''' button to access the relevant record:		Data is modified by clicking the '''Select''' button to access the relevant record:

Anw: Updated from Admin v3.3.0.1

2016-07-13T15:23:29Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 17:23, 13 July 2016
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	A New panel is available where you can enter details for new records - this is accessible by clicking the '''New''' button:		A New panel is available where you can enter details for new records - this is accessible by clicking the '''New''' button:

	[[File:EPOD-Basic4.~~PNG~~\|border]]		[[File:EPOD-Basic4.png\|border]]

	The most common buttons you will find on the system are below:		The most common buttons you will find on the system are below:
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	All data is managed on a data table. Within this table you can Edit, Delete and Cancel records dependant on your user access status.		All data is managed on a data table. Within this table you can Edit, Delete and Cancel records dependant on your user access status.

	[[File:EPOD-Basic5.~~PNG~~\|600px\|border]]		[[File:EPOD-Basic5.png\|600px\|border]]

	Data is modified by clicking the '''Select''' button to access the relevant record:		Data is modified by clicking the '''Select''' button to access the relevant record:

	[[File:EPOD-Basic6.~~PNG~~\|border]]		[[File:EPOD-Basic6.png\|border]]

	This opens up further options of '''Edit''' and '''Delete'''.		This opens up further options of '''Edit''' and '''Delete'''.

← Older revision		Revision as of 15:00, 2 April 2019
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	The ''CALIDUS'' ePOD system provides functionality to handle the process of Proof of Delivery electronically. The system aids this process by providing both a management interface and a client application for use completing tasks.		The ''CALIDUS'' ePOD system provides functionality to handle the process of Proof of Delivery electronically. The system aids this process by providing both a management interface and a client application for use completing tasks.
	The system supports three job types at this point which encompass the functionality to complete many more tasks with them. At this point the system can be used to complete and record; Deliveries, Collections and Services.

	The ePOD administration software is a web-based application that handles all of the administrative side of the ePOD ~~devices~~.		The system supports three job types at this point, which encompass the functionality to complete many more tasks with them. You can use the system to complete and record; Deliveries, Collections and Services.

			The C-ePOD administration software is a web-based application that handles all of the administrative side of the tasks completed on mobile devices by the C-ePOD mobile device application.

	The purpose of the application can be broken down into the following sections:		The purpose of the application can be broken down into the following sections:

	* To create and maintain users of the ePOD devices.		* To create and maintain users of the ePOD devices.
	* To create and maintain reference data for the system (e.g. Reason Codes, Vehicles, Customers).		* To create and maintain reference data for the system (e.g. Reason Codes, Vehicles, Customers).
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	* To view the Jobs and Workloads created.		* To view the Jobs and Workloads created.
	* To print or email a POD.		* To print or email a POD.


	==Basic Functionality==		==Basic Functionality==
	The header of each page shows who is logged in and to what site, as well as (if configured) a link to provide detailed help on each screen.		The header of each page shows who is logged in and to what site, as well as (if configured) a link to provide detailed help on each screen.

	In the details of each page, all pages within the system are setup in a similar way~~, they~~ consist of a search filter, a panel to add new data and a panel to display data from the filter and edit existing data.		In the details of each page, all pages within the system are setup in a similar way. They consist of a search filter, a panel to add new data and a panel to display data from the filter and edit existing data.

	~~The~~ menu ~~is accessed~~ by clicking the Menu button on the top left of the screen ~~and~~ will pop-out on the left. ~~This is used~~ to navigate around the system by clicking on the screen you require:		You can access the menu by clicking the Menu button on the top left of the screen - it will pop-out on the left. You can use this to navigate around the system by clicking on the screen you require:

	[[File:EPOD-Basic2.png\|border]]		[[File:EPOD-Basic2.png\|border]]

	{{Note}} ~~Clicking~~ the icon to the right of the menu will open the selected screen in a new tab in your browser, or a new browser window, depending on the settings of your chosen browser.
			{{Note}} If you click on the icon to the right of the menu, the application will open the selected screen in a new tab in your browser, or a new browser window, depending on the settings of your chosen browser.

	All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:		All screens have a Search panel which is shown immediately upon entering the screen - here you enter the data you need and search for the relevant data. You can also hide or show this panel by clicking the '''Find''' button:

	[[File:EPOD-Basic3.png\|1000px\|border]]		[[File:EPOD-Basic3.png\|1000px\|border]]


	~~A New panel is available where~~ you ~~can~~ enter details for new records - this ~~is accessible~~ by clicking the '''New''' button:		When you need to enter details for new records, you can access this by clicking the '''New''' button where provided:

	[[File:EPOD-Basic4.png\|border]]		[[File:EPOD-Basic4.png\|border]]


	The most common buttons you will find on the system are below:		The most common buttons you will find on the system are below:


	* '''Back''' - this will take you back to the previous screen.		* '''Back''' - this will take you back to the previous screen.
	* '''Find''' - this opens up the Search panel where you can then enter your search criteria for the relevant screen. ~~Clicking~~ the '''Search''' button on this panel ~~retrieves~~ the data matching the criteria entered.		* '''Find''' - this opens up the Search panel where you can then enter your search criteria for the relevant screen. When you have entered this, you can click the '''Search''' button on this panel to retrieve the data matching the criteria entered.
	* '''New''' - this opens up the new Record creation panel where you can enter all details required		* '''New''' - this opens up the new Record creation panel where you can enter all details required
	* '''Save''' - this creates a new record with all of the inputted information		* '''Save''' - this creates a new record with all of the inputted information
	All data is managed on a data table. Within this table you can ~~Edit~~, ~~Delete~~ and ~~Cancel~~ records dependant on your user access status.
			All data found is shown and managed on a results data table. Within this table you can edit, delete and cancel records dependant on your user access status.

	[[File:EPOD-Basic5.png\|1000px\|border]]		[[File:EPOD-Basic5.png\|1000px\|border]]

			Depending on the configuration of the system, the system may not show you these buttons on the rows themselves. You can access them by clicking on the row of the data table - a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.
	Depending on the configuration of the system, these buttons ~~may not be visible~~. ~~These~~ can ~~be accessed~~ by clicking on the row of the data table~~, and~~ a popup action window will show all of the available actions. Note that, if all you can do is select the record to edit it, the screen will not show the popup, but will instead immediately display the details of the record.

	[[File:EPOD-Basic5a.png\|border]]		[[File:EPOD-Basic5a.png\|border]]


	Some screens allow the columns in the results table to be shown or hidden using a '''Select Columns''' button. When ~~pressed~~, a popup is shown of all the columns that can be selected:		Some screens allow the columns in the results table to be shown or hidden using a '''Select Columns''' button. When you press this button, a popup is shown of all the columns that can be selected:

	[[File:EPOD-Basic5b.png\|border]]		[[File:EPOD-Basic5b.png\|border]]

	~~Some~~ columns may not be hidden and will not be shown on this list.		Most screens require that one or more columns are always shown - they may not be hidden and will not be shown on this list.

	~~Check~~ or ~~Uncheck~~ the items in the list to show or hide the columns respectively. When '''Save''' ~~is clicked~~, the changes will be applied to the results table. ~~Clicking~~ '''Close''' or anywhere else on the screen behind will ''not'' make the changes.		You can check or un-check the items in the list to show or hide the columns respectively. When you click '''Save''', the changes will be applied to the results table. If you click '''Close''' (or anywhere else on the screen behind the pop-up), the columns will ''not'' make the changes.

	The application will remember your settings for this screen when run from the same browser on the machine.		The application will remember your settings for this screen when run from the same browser on the machine.


	~~Data is modified~~ by clicking the '''Select''' button to access the relevant record:		You can modify data by clicking the '''Select''' button to access the relevant record:

	[[File:EPOD-Basic6.png\|border]]		[[File:EPOD-Basic6.png\|border]]

	~~This opens~~ up further options of '''Edit''' and '''Delete'''.		The screen will show a pop-up of the details, usually with further options of '''Edit''' and '''Delete''', along with others specific to that screen.


	==Using the System==		==Using the System==