Loads - Revision history

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

2022-09-26T10:57:08Z

440290 SCR-440290-4 Job Assignment Additional Search Criteria

← Older revision		Revision as of 12:57, 26 September 2022
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	* ''Route Code''.		* ''Route Code''.
	* ''Trailer ID''.		* ''Trailer ID''.
	* ''Planned'' load ''Start'' date and time.		* ''Planned'' load ''Start'' date and time, which can be configured to default to a number of days in the future.
	* ''Planned'' load ''End'' date and time.		* ''Planned'' load ''End'' date and time, which can be configured to default to a number of days in the future.
	* ''Distance planned''.		* ''Distance planned''.
	* ''Load Information''.		* ''Load Information''.

	The load status defaults to "Pending" and the site defaults to your logged-in site.		The load status defaults to "Pending" and the site defaults to your logged-in site.

			{{Note}} If the site you are using is configured as a warehouse site, you may also be able to create a linked load for any defined linked transport site. In that case, the screen will also prompt for:
			* ''Linked Load'', where you can select an existing transport load or create a new one.
			* ''Planned Start/End'', the planned start and end of the transport load.
			* ''Transport Vehicle'', where you can select a transport vehicle for the transport load.
			* ''Transport User'', where you can select a transport vehicle for the transport load.

	When you save the new load using the '''Save''' button, the Load ID will be generated automatically. Alternatively, you can discard your new load changes with the '''Discard''' or '''Close''' buttons.		When you save the new load using the '''Save''' button, the Load ID will be generated automatically. Alternatively, you can discard your new load changes with the '''Discard''' or '''Close''' buttons.

			The system can be configured to immediately take you to the Job Assignment screen when the load is saved.

	[[Category:UG 291094 EPOD Admin User Guide\|200_100]]		[[Category:UG 291094 EPOD Admin User Guide\|200_100]]

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

2020-03-04T10:46:58Z

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

← Older revision		Revision as of 12:46, 4 March 2020
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	When you enter the Load Maintenance screen, you will be shown a filter, to find your loads.		When you enter the Load Maintenance screen, you will be shown a filter, to find your loads.

	[[File:EPOD-Load1.PNG\|~~1000px~~\|border]]		[[File:EPOD-Load1.PNG\|900px\|border]]

	You can filter through:		You can filter through:

Anw: Added details on date selectors; minor formatting changes.

2019-04-09T13:52:50Z

Added details on date selectors; minor formatting changes.

← Older revision		Revision as of 15:52, 9 April 2019
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	This screen provides details of the ~~Loads~~ for your site.		This screen provides details of the loads for your site.

	{{Note}} Your system administrator can modify the text of the labels on this screen. For simplicity, the default labels are shown here.		{{Note}} Your system administrator can modify the text of the labels on this screen. For simplicity, the default labels are shown here.
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	* ''User ID''.		* ''User ID''.
	* ''Load Status'' - a drop-down list of the possible load statuses (''Pending, Assigned, In Progress, Complete, Cancelled'').		* ''Load Status'' - a drop-down list of the possible load statuses (''Pending, Assigned, In Progress, Complete, Cancelled'').
	* ''~~Date Filters~~'' ~~- the screen provides 2 filters for dates~~. The date ~~type can be selected~~ from ''Planned Start, Planned End, Actual Start'' ~~and~~ ''Actual End''. You can choose to ~~find data by a range of~~ dates~~, up to a date~~, from ~~a date or from a~~ specific date.		* 2 date filters.
	* ''~~Route Code~~''		* ''Route Code''.
	* ''~~Load Information~~''		* ''Load Information''.

			The date selectors allow you to filter from all the common load dates, namely:
			* ''Planned Start''.
			* ''Planned End''.
			* ''Actual Start''.
			* ''Actual End''.

			You can choose the way that you want to filter the dates, from the following:
			* ''Specific'' - on the specific date you enter.
			* ''Date Range'' - between the dates that you enter, including those dates.
			* ''From'' - from the date you enter forward, including that date.
			* ''Up To'' - up to the date you enter, including that date.

			To help you select a date, the screen will display a calendar pop-up.

			You can enter two date selections - remember that these are inclusive, so if you select on one planned start date and another planned start date, you won't get anything in the results, because a load can't start on two different dates.


	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.
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	If you press '''Search''', the screen will display the results in a results data table. A single line will be displayed per load found.		If you press '''Search''', the screen will display the results in a results data table. A single line will be displayed per load found.

	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 columns ~~are~~:		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:
	* ''Load ID'' ~~(Always~~ displayed)		* ''Load ID'' - this is always displayed.
	* ''Planned Start''		* ''Planned Start''.
	* ''Actual Start''		* ''Actual Start''.
	* ''Planned End''		* ''Planned End''.
	* ''Actual End''		* ''Actual End''.
	* ''Mileage Start''		* ''Mileage Start''.
	* ''Mileage End''		* ''Mileage End''.
	* ''Trailer''		* ''Trailer''.
	* ''Vehicle''		* ''Vehicle''.
	* ''User''		* ''User''.
	* ''Status''		* ''Status''.
	* ''Route Code''		* ''Route Code''.
	* ''Load Information''		* ''Load Information''.

	You can sort the results table by clicking on the column header - clicking again will reverse the sort sequence.		You can sort the results table by clicking on the column header - clicking again will reverse the sort sequence.
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	~~Depending~~ on the status of the ~~line, the line will be RAG coloured~~:		The data table will colour the rows based on the status of the load being shown:
	* ''Pending'' - No colour		* ''Pending'' - no colour.
	* ''Assigned'' - Grey		* ''Assigned'' - Grey.
	* ''In Progress'' - Amber		* ''In Progress'' - Amber.
	* ''Complete'' - Green		* ''Complete'' - Green.
	* ''Cancelled'' - Red		* ''Cancelled'' - Red.


	== Actions against an Existing Load ==		== Actions against an Existing Load ==
	You can set the status of a load to ''Cancelled'' by clicking the '''Cancel''' button against that line. {{Warning}} This will cancel all of the jobs under the ~~Load~~ as well, so 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 load.		You can set the status of a load to ''Cancelled'' by clicking the '''Cancel''' button against that line. {{Warning}} This will cancel all of the jobs under the load as well, so 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 load.


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	~~This screen gives users the ability to~~ edit, delete and create a new load, if ~~the user is~~ a full admin user. {{Note}} ~~Only~~ loads not in progress ~~may be deleted or edited~~.		You can edit, delete and create a new load, if you are a full admin user. {{Note}} You can only edit or delete loads not in progress.

	[[File:EPOD-Load2.PNG\|600px\|border]]		[[File:EPOD-Load2.PNG\|600px\|border]]
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	== Creating a New Load ==		== Creating a New Load ==
	A '''New''' button ~~is provided~~ on the header ~~to allow you to enter new loads~~.		You can create a new load by clicking the '''New''' button on the header.

	[[File:EPOD-Load4.PNG\|600px\|border]]		[[File:EPOD-Load4.PNG\|600px\|border]]
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	* ''Load Information''.		* ''Load Information''.

	The ~~Load Status will default~~ to "Pending" and the ~~Site will default~~ to your logged-in site.		The load status defaults to "Pending" and the site defaults to your logged-in site.

	When you save the new load using the '''Save''' button, the Load ID will be generated automatically. Alternatively, you can discard your new load changes with the '''Discard''' or '''Close''' buttons.		When you save the new load using the '''Save''' button, the Load ID will be generated automatically. Alternatively, you can discard your new load changes with the '''Discard''' or '''Close''' buttons.

	[[Category:UG 291094 EPOD Admin User Guide\|200_100]]		[[Category:UG 291094 EPOD Admin User Guide\|200_100]]

Anw: Updated based on version 4.5.00.03

2019-04-09T13:19:42Z

Updated based on version 4.5.00.03

← Older revision		Revision as of 15:19, 9 April 2019
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	* ''User''		* ''User''
	* ''Status''		* ''Status''
			* ''Route Code''
			* ''Load Information''

	You can sort the results table by clicking on the column header - clicking again will reverse the sort sequence.		You can sort the results table by clicking on the column header - clicking again will reverse the sort sequence.

Anw: Minor correction

2019-04-08T07:41:03Z

Minor correction

← Older revision		Revision as of 09:41, 8 April 2019
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	If you want to sequence the jobs on a load, or link (consolidate) jobs together, you can select the ''Job Sequence'' action against a load in the row. The system will display the [[Job ~~Sequence~~]] screen to let you select the jobs for the load.		If you want to sequence the jobs on a load, or link (consolidate) jobs together, you can select the ''Job Sequence'' action against a load in the row. The system will display the [[Job Sequencing]] screen to let you select the jobs for the load.

Anw: Minor formatting changes.

2019-04-03T14:28:19Z

Minor formatting changes.

← Older revision		Revision as of 16:28, 3 April 2019
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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.

	Alternatively, if you click '''Create Excel Spreadsheet'', the screen will export the load data to a Microsoft Excel spreadsheet. The functionality differs per the browser you have used to access the Admin system, but the likely result is the spreadsheet file will offered for download.		Alternatively, if you click '''Create Excel Spreadsheet''', the screen will export the load data to a Microsoft Excel spreadsheet. The functionality differs per the browser you have used to access the Admin system, but the likely result is the spreadsheet file will offered for download.

Anw: Passive voice

2019-04-03T09:56:55Z

Passive voice

← Older revision		Revision as of 11:56, 3 April 2019
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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.

	Alternatively, if you click '''Create Excel Spreadsheet''', the screen will export the ~~Load~~ data to a Microsoft Excel spreadsheet. The functionality differs per browser used to access the Admin system, but the likely result is the file ~~being~~ offered for download.		Alternatively, if you click '''Create Excel Spreadsheet'', the screen will export the load data to a Microsoft Excel spreadsheet. The functionality differs per the browser you have used to access the Admin system, but the likely result is the spreadsheet file will offered for download.

Anw: Updated based on version 4.5.00.02

2019-04-02T14:50:28Z

Updated based on version 4.5.00.02

Show changes

Anw: Updated based on version 4.0.02.29

2018-11-30T14:38:57Z

Updated based on version 4.0.02.29

← Older revision		Revision as of 16:38, 30 November 2018
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	[[File:EPOD-Load2.PNG\|600px\|border]]		[[File:EPOD-Load2.PNG\|600px\|border]]
			[[File:EPOD-Load3.PNG\|600px\|border]]
	[[File:EPOD-Load3a.PNG\|600px\|border]]		[[File:EPOD-Load3a.PNG\|600px\|border]]
	~~[[File:EPOD-Load3.PNG\|600px\|border]]~~

	The user can edit the Load through a pop-up screen by clicking '''Select''' then '''Edit''' and save the changes using the '''Save''' button provided. Changes can be discarded by clicking '''Close''' or '''Cancel'''.		The user can edit the Load through a pop-up screen by clicking '''Select''' then '''Edit''' and save the changes using the '''Save''' button provided. Changes can be discarded by clicking '''Close''' or '''Cancel'''.

Anw: Updated based on version 4.0.02.29

2018-11-30T14:37:24Z

Updated based on version 4.0.02.29

← Older revision		Revision as of 16:37, 30 November 2018
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	[[File:EPOD-Load2.PNG\|600px\|border]]		[[File:EPOD-Load2.PNG\|600px\|border]]
			[[File:EPOD-Load3a.PNG\|600px\|border]]
	[[File:EPOD-Load3.PNG\|600px\|border]]		[[File:EPOD-Load3.PNG\|600px\|border]]

← Older revision		Revision as of 16:37, 30 November 2018
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	[[File:EPOD-Load2.PNG\|600px\|border]]		[[File:EPOD-Load2.PNG\|600px\|border]]
			[[File:EPOD-Load3a.PNG\|600px\|border]]
	[[File:EPOD-Load3.PNG\|600px\|border]]		[[File:EPOD-Load3.PNG\|600px\|border]]