Job Assignment - Revision history

Anw: 440290 SCR-440290-4 Job Assignment Additional Search Criteria

2022-09-26T11:04:12Z

440290 SCR-440290-4 Job Assignment Additional Search Criteria

← Older revision		Revision as of 13:04, 26 September 2022
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	* ''Customer Name''.		* ''Customer Name''.
	* ''Post Code''.		* ''Post Code''.
			* ''Weight''

	Jobs on this load are the first ones shown on the table, highlighted in green. All other jobs shown without highlighting are available to be assigned to the load. You can sort the jobs in the table by clicking on the column header - clicking again will reverse the sort sequence.		Jobs on this load are the first ones shown on the table, highlighted in green. All other jobs shown without highlighting are available to be assigned to the load. You can sort the jobs in the table by clicking on the column header - clicking again will reverse the sort sequence.
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	* ''Job Group'' - this is a text entry box that will be used to 'fuzzy match' against the job group against the jobs.		* ''Job Group'' - this is a text entry box that will be used to 'fuzzy match' against the job group against the jobs.
	* ''Job Code'' - this is a text entry box that will be used to 'fuzzy match' against the job code value against the jobs.		* ''Job Code'' - this is a text entry box that will be used to 'fuzzy match' against the job code value against the jobs.
	* ''Customer ~~Code~~'' - this is an auto-complete text box that selects specific customers against the jobs. Just start typing the customer code or name and a list will be shown you can select from.		* ''Customer'' - this is an auto-complete text box that selects specific customers against the jobs. Just start typing the customer code or name and a list will be shown you can select from. If you do not select one of the suggestions, the text entered will be used to search for any customer matching this is part or full.
			* ''Search Address'' - this controls whether whether the customers searched for are just on code/name (unchecked, the default) or also on any line of the address or postcode from the customer address or the destination address (checked).
	* ''Customer Ref'' - this is a text entry box that will be used to 'fuzzy match' against the customer reference value against the jobs.		* ''Customer Ref'' - this is a text entry box that will be used to 'fuzzy match' against the customer reference value against the jobs.
	* ''Job Type'' - this is a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All", which is the default value.		* ''Job Type'' - this is a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All", which is the default value.
	* ''Planned ~~Date~~'' - this allows you to select ~~the~~ planned start ~~date~~ of the jobs shown in the table. When you click this, a pop-up calendar will be shown, which defaults to today's date.		* ''Planned From/To'' - this allows you to select a range of planned start dates of the jobs shown in the table. When you click this, a pop-up calendar will be shown, which defaults to today's date.

	The search panel shows '''Clear''' and '''Search''' buttons.		The search panel shows '''Clear''' and '''Search''' buttons.
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	* Jobs already assigned to this load that you select are highlighted red, to signify that they are being removed.		* Jobs already assigned to this load that you select are highlighted red, to signify that they are being removed.

	The label in the title bar displaying the currently selected number of jobs will be updated with each selection you make, adding or taking away from the ''Assign'' and ''De-assign'' counts.		The label in the title bar displaying the currently selected number of jobs will be updated with each selection you make, adding or taking away from the ''Assign'' and ''De-assign'' counts. This includes the grand total of any weights for the jobs already assigned, and to be assigned.

	You can change pages using the pagination buttons at the bottom of the table - the screen will remember which jobs you have selected from all the pages.		You can change pages using the pagination buttons at the bottom of the table - the screen will remember which jobs you have selected from all the pages.

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

2020-03-04T11:29:07Z

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

← Older revision		Revision as of 13:29, 4 March 2020
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	[[File:EPOD-JobAssignment1.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobAssignment1.PNG\|900px\|border]]
	<br />''Job Assignment screen''<br />		<br />''Job Assignment screen''<br />

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	By default, the screen displays jobs that are not assigned to any load. however, you may want to find jobs that are on other loads, to move them to this load. You can do this by clicking the '''Find''' button.		By default, the screen displays jobs that are not assigned to any load. however, you may want to find jobs that are on other loads, to move them to this load. You can do this by clicking the '''Find''' button.

	[[File:EPOD-JobAssignment2.PNG\|~~1000px~~\|border]]		[[File:EPOD-JobAssignment2.PNG\|900px\|border]]
	<br />''The Search panel''<br />		<br />''The Search panel''<br />

Anw: Updated based on version 4.5.00.04

2019-04-18T14:00:07Z

Updated based on version 4.5.00.04

← Older revision		Revision as of 16:00, 18 April 2019
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	* ''Job Group'' - this is a text entry box that will be used to 'fuzzy match' against the job group against the jobs.		* ''Job Group'' - this is a text entry box that will be used to 'fuzzy match' against the job group against the jobs.
	* ''Job Code'' - this is a text entry box that will be used to 'fuzzy match' against the job code value against the jobs.		* ''Job Code'' - this is a text entry box that will be used to 'fuzzy match' against the job code value against the jobs.
	* ''Customer Code'' - this is an auto-complete text box that selects specific customers against the jobs. Just start typing the customer code and a list will be shown you can select from.		* ''Customer Code'' - this is an auto-complete text box that selects specific customers against the jobs. Just start typing the customer code or name and a list will be shown you can select from.
	* ''Customer Ref'' - this is a text entry box that will be used to 'fuzzy match' against the customer reference value against the jobs.		* ''Customer Ref'' - this is a text entry box that will be used to 'fuzzy match' against the customer reference value against the jobs.
	* ''Job Type'' - this is a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All", which is the default value.		* ''Job Type'' - this is a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All", which is the default value.

Anw: Updated based on version 4.5.00.04

2019-04-18T13:53:36Z

Updated based on version 4.5.00.04

← Older revision		Revision as of 15:53, 18 April 2019
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	* ''Post Code''.		* ''Post Code''.

	Jobs on this load are the first ones shown on the table, highlighted in ~~grey~~. All other jobs shown without highlighting are available to be assigned to the load. You can sort the jobs in the table by clicking on the column header - clicking again will reverse the sort sequence.		Jobs on this load are the first ones shown on the table, highlighted in green. All other jobs shown without highlighting are available to be assigned to the load. You can sort the jobs in the table by clicking on the column header - clicking again will reverse the sort sequence.


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	When you click on a job that is not assigned to this load, it will be selected and highlighted. If you click on it again it will be deselected.		When you click on a job that is not assigned to this load, it will be selected and highlighted. If you click on it again it will be deselected.

	~~<!--~~ The highlighting of the rows indicates what action you are taking with the selection:		The highlighting of the rows indicates what action you are taking with the selection:
	* Unassigned jobs are not highlighted initially.		* Unassigned jobs are not highlighted initially.
	* Jobs already assigned to this load are highlighted ~~grey~~.		* Jobs already assigned to this load are highlighted green.
	* Unassigned jobs that are ~~selected will be~~ highlighted blue.		* Unassigned jobs that you select are highlighted blue, to signify that they are being added.
	* Jobs assigned to another load that are ~~selected will be~~ highlighted blue.		* Jobs assigned to another load that you select are highlighted blue, to signify that they are being added.
	* Jobs already assigned to this load that are ~~selected will be~~ highlighted red.		* Jobs already assigned to this load that you select are highlighted red, to signify that they are being removed.
	~~-->~~

	The label in the title bar displaying the currently selected number of jobs will be updated with each selection you make, adding or taking away from the ''Assign'' and ''De-assign'' counts.		The label in the title bar displaying the currently selected number of jobs will be updated with each selection you make, adding or taking away from the ''Assign'' and ''De-assign'' counts.

Anw: Updated based on version 4.5.00.02

2019-04-08T07:37:09Z

Updated based on version 4.5.00.02

Show changes

Anw: Under construction

2019-04-05T16:53:38Z

Under construction

← Older revision		Revision as of 18:53, 5 April 2019
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	A new screen will be created in the Admin system.		A new screen will be created in the Admin system.

			[[File:EPOD-JobAssignment1.PNG\|1000px\|border]]
			<br />''Job Assignment screen''<br />


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	A ''Search'' panel will be present on this panel, which will initially be hidden and shown when the '''Find''' button is displayed, to allow the user to select by:		A ''Search'' panel will be present on this panel, which will initially be hidden and shown when the '''Find''' button is displayed, to allow the user to select by:
	* Only show jobs with no load, or all jobs. A drop-down list of options, defaulting to "No Load".		* Only show jobs with no load, or all jobs. A drop-down list of options, defaulting to "No Load".
	* Job Group - a text entry box that will be used to 'fuzzy match' against the job group value against the jobs. Blank as default		* ''Job Group'' - a text entry box that will be used to 'fuzzy match' against the job group value against the jobs. Blank as default
	* Job Code - a text entry box that will be used to 'fuzzy match' against the job code value against the jobs. Blank as default		* ''Job Code'' - a text entry box that will be used to 'fuzzy match' against the job code value against the jobs. Blank as default
	* Customer Code - a drop-down list or (auto-complete text box if the volume of codes is high) that will be used select specific customers against the jobs. Blank as default		* ''Customer Code'' - a drop-down list or (auto-complete text box if the volume of codes is high) that will be used select specific customers against the jobs. Blank as default
	* Customer Ref - a text entry box that will be used to 'fuzzy match' against the Customer Reference value against the jobs. Blank as default		* ''Customer Ref'' - a text entry box that will be used to 'fuzzy match' against the Customer Reference value against the jobs. Blank as default
	* Job Type - a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All" (the default value).		* ''Job Type'' - a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All" (the default value).
	* Planned Date - a pop-up Calendar to select the Planned Start Date, defaulting to no value. When selected, this should default to today's date. An option to clear the selected data will be provided.		* ''Planned Date'' - a pop-up Calendar to select the Planned Start Date, defaulting to no value. When selected, this should default to today's date. An option to clear the selected data will be provided.

	'''Clear''' and '''Search''' buttons will be provided, working exactly as they do on other screens. {{Note}} No export options are required on this ''Search'' panel.		'''Clear''' and '''Search''' buttons will be provided, working exactly as they do on other screens. {{Note}} No export options are required on this ''Search'' panel.

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	Clicking '''Search''' will display a results table with the following fields:		Clicking '''Search''' will display a results table with the following fields:
	* Load		* ''Load''.
	* Type		* ''Type''.
	* Group		* ''Group''.
	* Code		* ''Code''.
	* Customer Ref.		* ''Customer Ref.''.
	* Planned Start and End Date & Time		* ''Planned Start'' and ''End Date'' & ''Time'' .
	* Customer Name		* ''Customer Name''.
	* Post Code		* ''Post Code''.

	{{Note}} These results should be shown on initial start-up of the page.		{{Note}} These results should be shown on initial start-up of the page.

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	The selection of data for this table will also support all of the filtering shown above, plus the following:		The selection of data for this table will also support all of the filtering shown above, plus the following:
	* Only ever select status Pending jobs.		* Only ever select status ''Pending'' jobs.
	* Only ever select jobs from loads that are status Pending or Assigned (i.e. not In Progress, Cancelled or Complete).		* Only ever select jobs from loads that are status ''Pending'' or ''Assigned'' (i.e. not ''In Progress'', ''Cancelled'' or ''Complete'').

	The table must allow resorting by clicking on a label in the title row of the results table.		The table must allow resorting by clicking on a label in the title row of the results table.
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	If the results table is paginated, the screen will remember the checked results of each job on all pages.		If the results table is paginated, the screen will remember the checked results of each job on all pages.

	Once jobs have been selected for assigning to and ~~deassigning~~ from the load, these changes can be saved or discarded through the title bar buttons:		Once jobs have been selected for assigning to and de-assigning from the load, these changes can be saved or discarded through the title bar buttons:
	* The '''Save''' button will save all changes to assigned jobs (pending a pop-up confirmation).		* The '''Save''' button will save all changes to assigned jobs (pending a pop-up confirmation).
	* The '''Reset''' button will reset all the selections against jobs in the Assigned Jobs table (pending a pop-up confirmation).		* The '''Reset''' button will reset all the selections against jobs in the Assigned Jobs table (pending a pop-up confirmation).

Anw: Under construction

2019-04-05T16:47:54Z

Under construction

← Older revision		Revision as of 18:47, 5 April 2019
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	This page is currently under construction.		{{Warning}} This page is currently under construction.


			A new screen will be created in the Admin system.


			A title will be added to show the load having jobs assigned to it.

			A label displaying the currently selected number of jobs to assign to the load and being removed from the load will be shown in the title bar. This will be updated whenever a job is selected or deselected.

			'''Find''', '''Add All''', '''Remove All''', '''Reset''' and '''Save''' buttons will be added to the title bar, as well as a '''Back''' button.


			A ''Search'' panel will be present on this panel, which will initially be hidden and shown when the '''Find''' button is displayed, to allow the user to select by:
			* Only show jobs with no load, or all jobs. A drop-down list of options, defaulting to "No Load".
			* Job Group - a text entry box that will be used to 'fuzzy match' against the job group value against the jobs. Blank as default
			* Job Code - a text entry box that will be used to 'fuzzy match' against the job code value against the jobs. Blank as default
			* Customer Code - a drop-down list or (auto-complete text box if the volume of codes is high) that will be used select specific customers against the jobs. Blank as default
			* Customer Ref - a text entry box that will be used to 'fuzzy match' against the Customer Reference value against the jobs. Blank as default
			* Job Type - a drop-down list to select the job types, consisting of "Collection", "Delivery", "Service" or "All" (the default value).
			* Planned Date - a pop-up Calendar to select the Planned Start Date, defaulting to no value. When selected, this should default to today's date. An option to clear the selected data will be provided.
			'''Clear''' and '''Search''' buttons will be provided, working exactly as they do on other screens. {{Note}} No export options are required on this ''Search'' panel.

			The ''Search'' panel will not be initially displayed on the form, and the jobs matching the default filter criteria will be displayed in the results table.

			Clicking '''Search''' will display a results table with the following fields:
			* Load
			* Type
			* Group
			* Code
			* Customer Ref.
			* Planned Start and End Date & Time
			* Customer Name
			* Post Code
			{{Note}} These results should be shown on initial start-up of the page.

			The search for these jobs will be modified to also return the results of the current load in this table, sorted to appear at the top of the list, followed by any free jobs (i.e. not assigned to a load) and then jobs assigned to other loads.

			The selection of data for this table will also support all of the filtering shown above, plus the following:
			* Only ever select status Pending jobs.
			* Only ever select jobs from loads that are status Pending or Assigned (i.e. not In Progress, Cancelled or Complete).

			The table must allow resorting by clicking on a label in the title row of the results table.


			Each table row will allow selection by clicking on it. Clicking on it again will deselect it.
			* Unassigned jobs and jobs assigned to another load that are selected will be highlighted blue.
			* Jobs already assigned to this load will be initially highlighted green.
			* Jobs already assigned to this load that are selected will be highlighted red.


			The '''Add All''' button will count all jobs not currently assigned to the load in the results table. It will then show a confirmation that this number of jobs will be immediately added to the load. On confirmation, the jobs will be added immediately.

			The '''Remove All''' button will count all jobs currently assigned to the load in the results table. It will then show a confirmation that this number of jobs will be immediately removed from the load. On confirmation, the jobs will be removed immediately.


			The titlebar label displaying the currently selected number of jobs to assign to the load and being removed from the load will be updated with each selection:
			* If a single unassigned job is selected, the "To Assign" number selected will be incremented by one.
			* If a selected unassigned job is deselected, the "To Assign" number selected will be decremented by one.
			* If a job that is already assigned to the load is selected, the "To Deassign" number will be incremented by 1.
			* If a job that is already assigned to the load is deselected, the "To Deassign" number will be decremented by 1.

			If the results table is paginated, the screen will remember the checked results of each job on all pages.

			Once jobs have been selected for assigning to and deassigning from the load, these changes can be saved or discarded through the title bar buttons:
			* The '''Save''' button will save all changes to assigned jobs (pending a pop-up confirmation).
			* The '''Reset''' button will reset all the selections against jobs in the Assigned Jobs table (pending a pop-up confirmation).
			* The '''Back''' button will exit the screen with no confirmation.

			On clicking any button that changes the data in the grid view, or resets the selections in the grid view (namely '''Save''', '''Add All''', '''Remove All''' and '''Reset'''), the grid view should be refreshed from the server.


	[[Category:UG 291094 EPOD Admin User Guide\|200_150]]		[[Category:UG 291094 EPOD Admin User Guide\|200_150]]

Anw: Initial creation

2019-04-03T13:31:02Z

Initial creation

New page

This page is currently under construction.

[[Category:UG 291094 EPOD Admin User Guide|200_150]]