Jobs - Revision history

Anw: 4.5.0.22 - 372250 – Added Job Copy option

2022-09-26T14:27:46Z

4.5.0.22 - 372250 – Added Job Copy option

← Older revision		Revision as of 16:27, 26 September 2022
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	If the job is complete or cancelled, you can view, email or print the [[POD\|completion report]] in the configured format by clicking the '''Report''' action button against the job in the results table.		If the job is complete or cancelled, you can view, email or print the [[POD\|completion report]] in the configured format by clicking the '''Report''' action button against the job in the results table.

			You can copy an existing job by selecting the line and choosing the the '''Copy''' action button. The selected job will be copied and the resulting job shown in a popup for further editing. Note that the job code and customer reference will have been amended to have a sequence added to the end of the data, to keep this unique for tracking purposes.


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	You can click the '''Delete''' button against an entry to delete it - the screen will ask you to confirm before the entry is deleted.		You can click the '''Delete''' button against an entry to delete it - the screen will ask you to confirm before the entry is deleted.

			You can copy this job by choosing the the '''Copy''' button. The selected job will be copied and the resulting job shown in a popup for further editing. Note that the job code and customer reference will have been amended to have a sequence added to the end of the data, to keep this unique for tracking purposes.

Anw: Added recent job address

2022-09-26T13:28:13Z

Added recent job address

← Older revision		Revision as of 15:28, 26 September 2022
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	** ''Latitude''/''Longitude'' - the GPS co-ordinate of the address.		** ''Latitude''/''Longitude'' - the GPS co-ordinate of the address.
	If ''Latitude'' and ''Longitude'' have been provided, a ''Map'' button can be clicked to show the location of the address. {{Note}} If latitude and longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided latitude and longitude is expected to be more accurate.		If ''Latitude'' and ''Longitude'' have been provided, a ''Map'' button can be clicked to show the location of the address. {{Note}} If latitude and longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided latitude and longitude is expected to be more accurate.

			You can also select a recent previously-used job address from a drop-down list.


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	* ''Latitude''/''Longitude'' - the GPS co-ordinate of the address.		* ''Latitude''/''Longitude'' - the GPS co-ordinate of the address.
	If ''Latitude'' and ''Longitude'' have been provided, a ''Map'' button can be clicked to show the location of the address. {{Note}} If latitude and longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided latitude and longitude is expected to be more accurate.		If ''Latitude'' and ''Longitude'' have been provided, a ''Map'' button can be clicked to show the location of the address. {{Note}} If latitude and longitude have been provided, this is used on the device for direct navigation in preference to the address itself, as this provided latitude and longitude is expected to be more accurate.

			You can also select a recent previously-used job address from a drop-down list.

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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	Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-Job1.PNG\|border\|~~1000px~~]]		[[File:EPOD-Job1.PNG\|border\|900px]]
	<br />''Job Search and Results''<br />		<br />''Job Search and Results''<br />

Anw: Updated based on version 4.5.00.05

2019-04-25T13:11:12Z

Updated based on version 4.5.00.05

← Older revision		Revision as of 15:11, 25 April 2019
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	* ''Load''.		* ''Load''.
	* ''Job ID'' - this is always displayed.		* ''Job ID'' - this is always displayed.
	* ''Type''.		* ''Type'' - one of: ''Collection''; ''Collection (Loading)''; ''Service''; ''Delivery'' or; ''Delivery (Unloading)''.
	* ''Group''.		* ''Group''.
	* ''Customer Ref.''.		* ''Customer Ref.''.
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	* ''Planned Start''.		* ''Planned Start''.
	* ''Planned End''.		* ''Planned End''.
	* ''Actual Start''.		* ''Actual Start'' the start date and time, if the job is finished.
	* ''Actual End''.		* ''Actual End'' - if the job is finished.
	* ''Arrival''.		* ''Arrival'' - the arrival date and time, if the job is finished.
	* ''Ordered''.		* ''Ordered'' - the ordered date and time.
	* ''Status''.		* ''Status'' - one of: ''Pending''; ''Assigned''; ''In Progress''; ''Complete''; ''Complete with Amendments'' or; ''Cancelled''.
	* ''Customer''.		* ''Customer''.
	* ''Owner Name''.		* ''Owner Name''.
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	* ''SO Number''.		* ''SO Number''.
	* ''Job Instruction''.		* ''Job Instruction''.
	* ''Sequence''.		* ''Sequence'' - the sequence of the job on the load.
	* ''Office Instruction''.		* ''Office Instruction''.
	* ''Trailer Id''.		* ''Trailer Id''.
	* ''Linked Id''.		* ''Linked Id'' - an indicator as to whether this job is linked to any other jobs on the same load. The job is linked if the ID is the same non-blank value.
	* ''Load Location''.		* ''Load Location''.
	* ''Address 1''.		* ''Address 1'' - {{Note}} The table displays address information sourced from either the job address if it exists, or the customer's address.
	* ''Address 2''.		* ''Address 2''.
	* ''Address 3''.		* ''Address 3''.
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	* ''Telephone''.		* ''Telephone''.
	* ''Email''.		* ''Email''.
			* ''Product Description'' - the description of the first product on the job, plus an indication of how many others there may be ("[...+X more]").
			* ''Total Product Qty'' - the total quantity of all products added together. The actual quantity will be used, then the planned, then the ordered. {{Note}} This does not calculate cases and singles.
			* ''Total Product Cost'' - the calculated value of all products, based on the product quantity (as above) multiplied by the product unit cost. {{Note}} This does not include the VAT value, if you have provided this separately.
			* ''Charge Description'' - the description of the first charge on the job, plus an indication of how many others there may be ("[...+X more]").
			* ''Charge Cost'' - the sum of all charge costs. {{Note}} This is the Net value.


	The jobs will be coloured based on the status of the job being shown:		The jobs will be coloured based on the status of the job being shown:
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	* ''Cancelled'' - Red. Also, if the line has a Reason Code entered against it.		* ''Cancelled'' - Red. Also, if the line has a Reason Code entered against it.


			You can view the job in detail by clicking the '''Select''' action button against the job in the results table.

	You can cancel a job by clicking the '''Cancel''' action button against the job in the results table. {{Warning}} You should take care with this option. You will be asked to confirm before this happens. If you choose to proceed, the system will keep an audit log of the cancellation of the job.		You can cancel a job by clicking the '''Cancel''' action button against the job in the results table. {{Warning}} You should take care with this option. You will be asked to confirm before this happens. If you choose to proceed, the system will keep an audit log of the cancellation of the job.
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	If a driver has started a job (i.e. at status ''In Progress''), you can view the tracking information by clicking the '''Tracking''' action button against the job in the results table. This will take you to the [[User Tracking]] screen.		If a driver has started a job (i.e. at status ''In Progress''), you can view the tracking information by clicking the '''Tracking''' action button against the job in the results table. This will take you to the [[User Tracking]] screen.

			If the job has charges, you can view them quickly by clicking the '''Charges''' action button against the job in the results table. This will take you straight to the ''Time, Expense and Charges'' tab on the pop-up, automatically showing the charges against the job. You can also get to this by clicking the '''Select''' action button, clicking the ''Time, Expense and Charges'' tab on the pop-up, and then selecting ''CHARGES'' type from the drop-down list.

			If the job is complete or cancelled, you can view, email or print the [[POD\|completion report]] in the configured format by clicking the '''Report''' action button against the job in the results table.


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	The screen provides a '''Link''' button in the header of the New/Edit pop-up, to allow you to specify a job that in linked to this one (for example, the delivery job associated with a collection job). When you click this button, the screen will immediately create a copy of the original job, but as a delivery (if the original was a collection) or collection (if the original was a delivery). The screen will copy all details, including container (item) and product details. Depending on the site configuration, the screen will issue a warning when attempting to created a linked job when there are no containers (items) or products.		The screen provides a '''Link''' button in the header of the New/Edit pop-up, to allow you to specify a job that in linked to this one (for example, the delivery job associated with a collection job). When you click this button, the screen will immediately create a copy of the original job, but as a delivery (if the original was a collection) or collection (if the original was a delivery). The screen will copy all details, including container (item) and product details. Depending on the site configuration, the screen will issue a warning when attempting to created a linked job when there are no containers (items) or products.


	If the job is complete or cancelled, the [[POD]] can be viewed, emailed or printed from here in the configured format, by clicking the '''Report''' button against each Job line in the grid at this status.

Anw: Updated based on version 4.5.00.03

2019-04-09T13:32:51Z

Updated based on version 4.5.00.03

@@ Line 6: / Line 6: @@
-This screen is common to all job types (Services, Deliveries or Collections).
+This screen is common to all job types (services, deliveries or collections).
 The screen displays data only for your default site and only for those job groups to which you have access (controlled through the [[User Access]] screen).
@@ Line 33: / Line 33: @@
 * 2 Date selectors.
 * ''Transport Group''.
@@ Line 46: / Line 64: @@
 You can sort the results table by clicking on the column header - clicking again will reverse the sort sequence.
 You can choose to hide or show almost all of the columns in the results table by using the '''Select Columns''' button on the header. The results table shows the following columns:

Anw: Minor correction

2019-04-08T11:05:40Z

Minor correction

← Older revision		Revision as of 13:05, 8 April 2019
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	== Bulk Job Creation ==		== Bulk Job Creation ==
	You can create jobs in bulk by using the '''Bulk Jobs'' button at the top of the screen.		You can create jobs in bulk by using the '''Bulk Jobs''' button at the top of the screen.

	When you click this, a window will be shown to enter the details. {{Note}} The details prompted for are configurable through the [[Site]] maintenance screen.		When you click this, a window will be shown to enter the details. {{Note}} The details prompted for are configurable through the [[Site]] maintenance screen.
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	The site configuration affects the layout of the screen. They apply as follows:		The site configuration affects the layout of the screen. They apply as follows:
	* ~~Always displayed~~:		* The pop-up will always display the following:
	** ''Your Reference''		** ''Your Reference''
	** ''Number of Jobs''		** ''Number of Jobs''

Anw: Updated based on version 4.5.00.02

2019-04-08T10:58:07Z

Updated based on version 4.5.00.02

Show changes

Anw: Updated based on version 4.0.02.43

2019-03-11T17:45:15Z

Updated based on version 4.0.02.43

← Older revision		Revision as of 19:45, 11 March 2019
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	<br />''Photos''<br />		<br />''Photos''<br />

	* Attachments - this tab allows attachments to be uploaded to the server.		[[File:EPOD-Job3g.PNG\|border\|600px]]
	* Time and Expense - this tab allows the user to view or edit driver-entered time and expense information, or to pre-define expenses for a job.		<br />''Geofence Breaks''<br />
	* UDF - Job Details User-defined Forms information, entered by the user when starting a job.
	* Photos - When a job is completed, images may have been taken by the driver if the job is cancelled, or as part of the Job Details UDF. If so, this tab will allow viewing of all the photos in a gallery. Clicking the link to the photo from the other tabs will also open this tab and show the related images. Comments as entered by the driver will be displayed for each image, along with a description of at what stage the image was taken.		* ''Attachments'' - this tab allows attachments to be uploaded to the server.
			* ''Time and Expense'' - this tab allows the user to view or edit driver-entered time and expense information, or to pre-define expenses for a job.
			* ''UDF'' - Job Details User-defined Forms information, entered by the user when starting a job.
			* ''Photos'' - When a job is completed, images may have been taken by the driver if the job is cancelled, or as part of the Job Details UDF. If so, this tab will allow viewing of all the photos in a gallery. Clicking the link to the photo from the other tabs will also open this tab and show the related images. Comments as entered by the driver will be displayed for each image, along with a description of at what stage the image was taken.
			* ''Geofence Breaks'' - As a job is executed, if the address has any Geofences assigned to it, the mobile device will record when those geofences have been entered and/or exited. This information can be viewed on this tab. {{Note}} This functionality is still in development at this time.


	== Assigning Jobs to Loads ==		== Assigning Jobs to Loads ==

Anw: Updated based on version 4.0.02.18

2018-11-29T09:13:00Z

Updated based on version 4.0.02.18

← Older revision		Revision as of 11:13, 29 November 2018
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	* Owner		* Owner
	* Haulier		* Haulier
			* Account
			* Customer Name

	Depending on the status of the job being shown on the table lines, the line will be RAG coloured:		Depending on the status of the job being shown on the table lines, the line will be RAG coloured:

Anw: Updated based on version 4.0.02.06

2018-02-16T14:43:59Z

Updated based on version 4.0.02.06

← Older revision		Revision as of 16:43, 16 February 2018
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	Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.		Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.

	A '''Cancel''' button against each line will set the status of the specific job to Cancelled. {{Warning}} Care should be taken with this option. You will be asked to confirm before this happens.		A '''Cancel''' button against each line will set the status of the specific job to Cancelled. {{Warning}} Care should be taken with this option. You will be asked to confirm before this happens. If you do choose to proceed, the system will keep an audit log of the cancellation of the job.

	A '''Details''' button against each line allows the user to see the details of the specific job:		A '''Details''' button against each line allows the user to see the details of the specific job: