Site - Revision history

Anw: Added details of Tyre-based systems, Invoice production, Auto Email Job Type, Load Manual Closure, Load Selection Method

2024-08-06T08:57:54Z

Added details of Tyre-based systems, Invoice production, Auto Email Job Type, Load Manual Closure, Load Selection Method

← Older revision		Revision as of 10:57, 6 August 2024
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	* ''Service''.		* ''Service''.
	* ''Vehicle Checks''.		* ''Vehicle Checks''.
	* ''Invoice''.

	You can control whether the system is configured to allow entry of Time and Expense information against a job when performed on the device through the ''Time and Expense'' setting.		You can control whether the system is configured to allow entry of Time and Expense information against a job when performed on the device through the ''Time and Expense'' setting.

			You can control whether the system is configured to allow generation of simple invoicing documents against a job through the ''Invoicing/Charging'' setting. If enabled, you can then also set an ''Invoice'' format.


	The general functionality of the system (admin console and the mobile device application) can be set through the ''System Type'' setting. You can select from the drop-down list provided from the following values:		The general functionality of the system (admin console and the mobile device application) can be set through the ''System Type'' setting. You can select from the drop-down list provided from the following values:
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	* ''eServ (Engineering)'' - focused on Service jobs for Engineering.		* ''eServ (Engineering)'' - focused on Service jobs for Engineering.
	* ''Planned Vs Actual'' - This system focuses on providing a data source and interface to TomTom WEBFLEET systems, and provides analysis of Planned distance and time (received or created against the jobs) versus Actual distance and time (received from WEBFLEET). In this system, no C-ePOD mobile device functionality is enabled.		* ''Planned Vs Actual'' - This system focuses on providing a data source and interface to TomTom WEBFLEET systems, and provides analysis of Planned distance and time (received or created against the jobs) versus Actual distance and time (received from WEBFLEET). In this system, no C-ePOD mobile device functionality is enabled.
			* ''Tyre'' - This system focusses on service jobs for the Fleet Management industry.


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	** ''Enabled (Cancelled Only)'' - Only cancelled jobs are emailed		** ''Enabled (Cancelled Only)'' - Only cancelled jobs are emailed
	** ''Enabled (Not Clean)'' - Cancelled and amended jobs are emailed.		** ''Enabled (Not Clean)'' - Cancelled and amended jobs are emailed.
			* ''Auto Email Job Type'' - a drop-down list to control whether the automatic emailing of completion reports only works for some job types. You can select from the following values:
			** ''All'' - the default value - emails for all jobs are sent (subject to the job group settings and email addresses being provided).
			** ''Deliveries Only'' - only emails for delivery jobs are sent (subject to the job group settings and email addresses being provided).
			** ''Collections Only'' - only emails for collection jobs are sent (subject to the job group settings and email addresses being provided).
	* ''POD's PDF'' - a check box to enable sending Completion reports in PDF rather than HTML format.		* ''POD's PDF'' - a check box to enable sending Completion reports in PDF rather than HTML format.
	* ''Obtain Service Level from Lists'' - a check box that controls whether service levels are pre-defined in the system or are freely entered against a job.		* ''Obtain Service Level from Lists'' - a check box that controls whether service levels are pre-defined in the system or are freely entered against a job.
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	* ''Check for Pending Updates at all times'' - if enabled (the default), a whole load is checked to see if it has been updated every few minutes, regardless of the last time it was checked. If disabled, the load will only be checked for updates if there has not been a check in the last few minutes.		* ''Check for Pending Updates at all times'' - if enabled (the default), a whole load is checked to see if it has been updated every few minutes, regardless of the last time it was checked. If disabled, the load will only be checked for updates if there has not been a check in the last few minutes.
	* ''Job Updates'' - When does the device update the server? On job completed/cancellation only, or every time the user exits the job, including completion/cancellation?		* ''Job Updates'' - When does the device update the server? On job completed/cancellation only, or every time the user exits the job, including completion/cancellation?
			* ''Load Selection Method'' - a drop-down list of how the device selects loads. Select from the following values:
			** ''Just in Time'' - the next load is only selected within a number of minutes of the start of the load. This number of minutes is a fixed value for the system, usually 15 or 30 minutes.
			** ''Normal'' - the default option. The next load is selected regardless of when it starts
			* ''Load Manual Closure'' - a drop-down list allowing you to select how loads are closed on the device.
			** ''Disabled'' - this is the default value. In this case, loads are only completed when all jobs reach end of life (i.e. completed or cancelled).
			** ''Timed'' - the load will automatically complete when the end time of the load is passed on the device. If all jobs have been completed, the load will stay open until the time has passed. The device will show the driver the automatic close time.
			** ''Manual'' - the driver has a choice as to whether a load can be closed after all jobs are completed. The device will not automatically close the load, but the device will show an option for the driver to close the load.
			** ''Both'' - a combination of timed and manual. The load will automatically complete when the end time of the load is passed on the device. If all jobs have been completed, the load will stay open until the time has passed. The device will show the driver the automatic close time and will show an option for the driver to close the load themselves.
	* ''Generate Ad Hoc Collection/Config'' - if populated, allows the user to created an unplanned ad hoc collection at the last location visited. The value here controls the created job's parameters, through the job group assigned.		* ''Generate Ad Hoc Collection/Config'' - if populated, allows the user to created an unplanned ad hoc collection at the last location visited. The value here controls the created job's parameters, through the job group assigned.
	* ''Metrics Entry'' - if enabled, forces the user to enter Load Metrics when starting or ending a load.		* ''Metrics Entry'' - if enabled, forces the user to enter Load Metrics when starting or ending a load.

Anw: Minor correction

2022-09-26T11:31:51Z

Minor correction

← Older revision		Revision as of 13:31, 26 September 2022
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	* ''Load ID Format'' - the format that new loads are generated with. By standard, this is simply the last generated ID, incremented by 1 (option "Next Highest"). Option "Date-Based" creates the load based on the current formatted date (YYYYMMDD) plus a counter.		* ''Load ID Format'' - the format that new loads are generated with. By standard, this is simply the last generated ID, incremented by 1 (option "Next Highest"). Option "Date-Based" creates the load based on the current formatted date (YYYYMMDD) plus a counter.
	* ''Auto-sequence Transport Jobs'' - when checked, the system will automatically generate the job sequence on the transport loads when jobs are sequenced in the Job Sequencing screen. The sequence for the transport jobs will be reversed to the loading sequence.		* ''Auto-sequence Transport Jobs'' - when checked, the system will automatically generate the job sequence on the transport loads when jobs are sequenced in the Job Sequencing screen. The sequence for the transport jobs will be reversed to the loading sequence.


	~~General:~~

	[[Category:UG 291094 EPOD Admin User Guide\|400_120]]		[[Category:UG 291094 EPOD Admin User Guide\|400_120]]

Anw: 440290 SCR-440290-05 Create and Update Transport Jobs from Warehouse

2022-09-26T11:31:16Z

440290 SCR-440290-05 Create and Update Transport Jobs from Warehouse

@@ Line 9: / Line 9: @@
 * ''Service'' - service configuration.
 * ''Import/Export'' - import- and export-specific settings
@@ Line 189: / Line 190: @@
 * ''WEBFLEET Update Job Arrival'' - If the WEBFLEET update is enabled, is this process the primary source of data for the Job Arrival Date and Time?
 * ''WEBFLEET Update Job End'' - If the WEBFLEET update is enabled, is this process the primary source of data for the Job End Date and Time?
 [[Category:UG 291094 EPOD Admin User Guide|400_120]]

Anw: 440290 SCR-440290-09 EPOD Update server jobs when backed out

2022-09-26T11:15:21Z

440290 SCR-440290-09 EPOD Update server jobs when backed out

← Older revision		Revision as of 13:15, 26 September 2022
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	* ''XF Config'' - a drop-down list to link to configuration settings for automatically updating clients' core systems (e.g. TMS) with details of completed or cancelled jobs. This is configured through the [[Auto-Export]] administration screen.		* ''XF Config'' - a drop-down list to link to configuration settings for automatically updating clients' core systems (e.g. TMS) with details of completed or cancelled jobs. This is configured through the [[Auto-Export]] administration screen.
	* ''Create Linked Jobs'' - when creating Linked jobs from the Jobs Admin screen, should the screen check for containers being created (''Containers Required''), containers and products being created (''Containers and Products Required'') or not check at all (''No Checks Required'').		* ''Create Linked Jobs'' - when creating Linked jobs from the Jobs Admin screen, should the screen check for containers being created (''Containers Required''), containers and products being created (''Containers and Products Required'') or not check at all (''No Checks Required'').
			* ''Asset Tracking'' - a drop-down list that controls whether Asset Tracking is enabled for this site, and what kind of Asset Tracking is enabled. Currently only Asset Counting from Products is supported.
			* ''Asset Configuration'' - a drop-down list that controls what kind of jobs are processed for counting assets for this site. Select from 'All' for all collection and delivery jobs, 'All excl. Load/Unload' for collection and delivery jobs excluding loading and unloading jobs, or 'None' - the default option. If this is selected, this is the equivalent of disabling asset tracking in the flag above.


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	* ''Check for Job Updates at all times'' - if enabled (the default), a job is checked to see if it has been updated whenever the driver clicks '''Start Job''', '''Arrive Job''' or '''Continue Job'''. If disabled, the job will only be checked for updates if there has not been a check in the last few minutes.		* ''Check for Job Updates at all times'' - if enabled (the default), a job is checked to see if it has been updated whenever the driver clicks '''Start Job''', '''Arrive Job''' or '''Continue Job'''. If disabled, the job will only be checked for updates if there has not been a check in the last few minutes.
	* ''Check for Pending Updates at all times'' - if enabled (the default), a whole load is checked to see if it has been updated every few minutes, regardless of the last time it was checked. If disabled, the load will only be checked for updates if there has not been a check in the last few minutes.		* ''Check for Pending Updates at all times'' - if enabled (the default), a whole load is checked to see if it has been updated every few minutes, regardless of the last time it was checked. If disabled, the load will only be checked for updates if there has not been a check in the last few minutes.
			* ''Job Updates'' - When does the device update the server? On job completed/cancellation only, or every time the user exits the job, including completion/cancellation?
	* ''Generate Ad Hoc Collection/Config'' - if populated, allows the user to created an unplanned ad hoc collection at the last location visited. The value here controls the created job's parameters, through the job group assigned.		* ''Generate Ad Hoc Collection/Config'' - if populated, allows the user to created an unplanned ad hoc collection at the last location visited. The value here controls the created job's parameters, through the job group assigned.
	* ''Metrics Entry'' - if enabled, forces the user to enter Load Metrics when starting or ending a load.		* ''Metrics Entry'' - if enabled, forces the user to enter Load Metrics when starting or ending a load.

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

2020-03-04T09:57:04Z

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

← Older revision		Revision as of 11:57, 4 March 2020
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	[[File:EPOD-Site1.PNG\|~~1000px~~\|border]]		[[File:EPOD-Site1.PNG\|900px\|border]]


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	==Admin Configuration==		==Admin Configuration==
	[[File:EPOD-Site2.PNG\|~~1000px~~\|border]]		[[File:EPOD-Site2.PNG\|900px\|border]]

	This tab allows you to configure the following settings, broken into sections:		This tab allows you to configure the following settings, broken into sections:
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	==PDA Configuration==		==PDA Configuration==
	[[File:EPOD-Site3.PNG\|~~1000px~~\|border]]		[[File:EPOD-Site3.PNG\|900px\|border]]

	This tab allows you to configure how the mobile device application functions under this site:		This tab allows you to configure how the mobile device application functions under this site:
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	==Service Configuration==		==Service Configuration==
	[[File:EPOD-Site4.PNG\|~~1000px~~\|border]]		[[File:EPOD-Site4.PNG\|900px\|border]]

	This tab allows you to configure the service functionality of the mobile device application.		This tab allows you to configure the service functionality of the mobile device application.
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	==Import/Export Configuration==		==Import/Export Configuration==
	[[File:EPOD-Site5.PNG\|~~1000px~~\|border]]		[[File:EPOD-Site5.PNG\|900px\|border]]

	This tab allows you to configure import and export settings. The form is split between general settings and TomTom WEBFLEET-specifc settings.		This tab allows you to configure import and export settings. The form is split between general settings and TomTom WEBFLEET-specifc settings.

Anw: Updated based on version 4.5.00.02

2019-04-04T10:52:32Z

Updated based on version 4.5.00.02

Show changes

Anw: Updated based on version 4.0.02.45

2019-03-12T10:42:14Z

Updated based on version 4.0.02.45

← Older revision		Revision as of 12:42, 12 March 2019
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	* ''Owner Operator'' - controls whether the site is using owner/operator functionality, where jobs can be shared between carriers (defined as the site).		* ''Owner Operator'' - controls whether the site is using owner/operator functionality, where jobs can be shared between carriers (defined as the site).
	* ''Request Job Approval'' - controls whether the device is allowed to edit and submit jobs after completion.		* ''Request Job Approval'' - controls whether the device is allowed to edit and submit jobs after completion.
	* ''Automatically Set Load to In Progress'' - ~~if enabled~~, when a driver picks up the next load, it is automatically allocated to the driver and vehicle on the system. If not ~~enabled,~~ the driver must accept the load ~~befoe~~ it is stamped with their vehicle and/or user ID.		* ''Automatically Set Load to In Progress'' - this setting controls, when a driver picks up the next load, whether it is automatically allocated to the driver and vehicle on the system. Values are:
			**''Do not automatically start & do not assign to user'' - the driver must accept the load before it is stamped with their vehicle and/or user ID.
			**''Do not automatically start but assign to user'' - the driver must accept the load before it is stamped with their vehicle and/or user ID.
			**''Automatically start and assign to user'' - the load is automatically allocated to the driver and vehicle and the load is started.
	* ''Track Redeliveries'' - if checked, the system will keep count of the number of attempts to redeliver a job (based on prior cancellations). These jobs will be identified in TTM with a suffix indicating redelivery. For example, if this is the 3rd attempt to deliver the job code JC123, this will be identified in TTM as JC123_R2 i.e. the 2nd redelivery attempt.		* ''Track Redeliveries'' - if checked, the system will keep count of the number of attempts to redeliver a job (based on prior cancellations). These jobs will be identified in TTM with a suffix indicating redelivery. For example, if this is the 3rd attempt to deliver the job code JC123, this will be identified in TTM as JC123_R2 i.e. the 2nd redelivery attempt.
	* ''Job Code Required'' - if enabled, Job Code is required against all jobs.		* ''Job Code Required'' - if enabled, Job Code is required against all jobs.
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	* ''Change Vehicle Through Trailer'' - if enabled, and a trailer has been swapped, the device will force swap the user's vehicle to this new trailer.		* ''Change Vehicle Through Trailer'' - if enabled, and a trailer has been swapped, the device will force swap the user's vehicle to this new trailer.
	* ''Ad Hoc Delivery'' - if enabled, this allows the PDA user to manually scan delivered containers, which are then added to the job.		* ''Ad Hoc Delivery'' - if enabled, this allows the PDA user to manually scan delivered containers, which are then added to the job.
	* '' Deliver All'' - if enabled, delivery jobs can be processed by exception. This means that the driver can mark items not received, then use a '''Deliver All''' button on the Job Details tab to mark all the remaining containers and products as delivered in full.		* ''Collect/Deliver All'' - if enabled, collection and/or delivery jobs can be processed by exception. This means that the driver can mark items not received, then use a '''Collect All''' or '''Deliver All''' button on the Job Details tab to mark all the remaining containers and products as collected or delivered in full. Options are ''Disabled'', ''Deliver All Enabled'', ''Collect All Enabled'' and ''Both Enabled''.
	* ''Check for Job Updates at all times'' - if enabled (the default), a job is checked to see if it has been updated whenever the driver clicks '''Start Job''', '''Arrive Job''' or '''Continue Job'''. If disabled, the job will only be checked for updates if there has not been a check in the last few minutes.		* ''Check for Job Updates at all times'' - if enabled (the default), a job is checked to see if it has been updated whenever the driver clicks '''Start Job''', '''Arrive Job''' or '''Continue Job'''. If disabled, the job will only be checked for updates if there has not been a check in the last few minutes.
	* ''Check for Pending Updates at all times'' - if enabled (the default), a whole load is checked to see if it has been updated every few minutes, regardless of the last time it was checked. If disabled, the load will only be checked for updates if there has not been a check in the last few minutes.		* ''Check for Pending Updates at all times'' - if enabled (the default), a whole load is checked to see if it has been updated every few minutes, regardless of the last time it was checked. If disabled, the load will only be checked for updates if there has not been a check in the last few minutes.

Anw: Updated based on version 4.0.02.31

2018-11-29T11:05:01Z

Updated based on version 4.0.02.31

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 * ''PDA'' - Mobile device application configuration.
 * ''Service'' - Service configuration.
 [[File:EPOD-Site1.PNG|1000px|border]]
 In order to edit any of the details, click the '''Edit''' button, allowed only to a Full Admin user.
 ==Details==
@@ Line 59: / Line 63: @@
 * ''XF Config'' - a drop-down list to link to configuration settings for automatically updating clients' core systems (e.g. TMS) with details of completed or cancelled jobs. This is configured through the [[Auto-Export]] administration screen.
 * ''Create Linked Jobs'' - when creating Linked jobs from the Jobs Admin screen, should the screen check for containers being created (''Containers Required''), containers and products being created (''Containers and Products Required'') or not check at all (''No Checks Required'').
@@ Line 133: / Line 119: @@
 To perform changes, click on the line - the line will be highlighted and the label may be edited. The tab may then be moved up or down the list using the buttons on the right.
 [[Category:UG 291094 EPOD Admin User Guide|400_120]]

Anw: Clarified System Types

2018-10-31T11:08:18Z

Clarified System Types

← Older revision		Revision as of 13:08, 31 October 2018
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	The ''POD''/''POC''/''Service format'' fields allow the user to select from a drop-down box from a list of the available formats.		The ''POD''/''POC''/''Service format'' fields allow the user to select from a drop-down box from a list of the available formats.

			''Time and Expense'' controls whether the system is configured to allow entry of Time and Expense information against a job when performed on the device. Furthermore, it

	The ''System Type'' controls the general functionality of the system and the device and may be selected from the drop-down list provided from the following values:		The ''System Type'' controls the general functionality of the system and the device and may be selected from the drop-down list provided from the following values:
	* ''Generic'' (default)		* ''Generic'' - the default system type, supporting all functionality.
	* ''ePOD''		* ''ePOD'' - focused on Collection and Delivery jobs.
	* ''eServ''		* ''eServ'' - focused on Service jobs.
	* ''eServ (Engineering)''		* ''eServ (Engineering)'' - focused on Service jobs for Engineering.
	* ''~~WEBFLEET~~''		* ''Planned Vs Actual'' - This system focuses on providing a data source and interface to TomTom WEBFLEET systems, and provides analysis of Planned distance and time (received or created against the jobs) versus Actual distance and time (received from WEBFLEET). In this system, no C-ePOD mobile device functionality is enabled.

	The ''Vehicle Checks Format'' allows the user to select from a drop-down list of the available report formats.		The ''Vehicle Checks Format'' allows the user to select from a drop-down list of the available report formats.

Anw: Updated description of "Allow Update Functions" setting

2018-09-21T14:26:11Z

Updated description of "Allow Update Functions" setting

← Older revision		Revision as of 16:26, 21 September 2018
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	* ''POD's PDF'' - a check box to enable sending Completion reports in PDF rather than HTML format.		* ''POD's PDF'' - a check box to enable sending Completion reports in PDF rather than HTML format.
	* ''Obtain Service Level from Lists''		* ''Obtain Service Level from Lists''
	* ''Allow Update functions'' - ~~Are~~ jobs and loads that are at Completed status ~~allowed to be edited?~~		* ''Allow Update functions'' - Allows the Full Administrative users access to update jobs and loads information that are at Completed status. This also allows other critical editing features like changing job and load statuses, changing vehicle assignments, etc.
	* ''Owner Operator'' - controls whether the site is using owner/operator functionality, where jobs can be shared between carriers (defined as the site).		* ''Owner Operator'' - controls whether the site is using owner/operator functionality, where jobs can be shared between carriers (defined as the site).
	* ''Request Job Approval'' - controls whether the device is allowed to edit and submit jobs after completion.		* ''Request Job Approval'' - controls whether the device is allowed to edit and submit jobs after completion.