Did You Know

This guide is intended to help users discover features delivered with the CALIDUS ePOD application.

Mobile Device Application

Job Reference

The Job Reference shown on the device in all the screens is controlled through configuration against the Site, through the "Display Job Code on PDA" setting. It can be configured to show:

• Job ID
• Job Code
• SO Number
• Customer Ref
• External Ref

The selection here will be used as long as it contains a reference.

If there isn't, the job code (the order number) will be displayed instead.

If there isn't a job code, the device will display the unique job ID (generated by CALIDUS ePOD).

The screens that display this are:

• Job List (the list of all jobs on the load)
• Job Details (when starting or arriving)
• Collection/Delivery screens (when confirming pallets)
• Customer/Driver Signature screen

On the device, there is also some functionality available to show all the references that the system holds against a particular job.

Simply click the job reference label and the device will show a popup of all the references for that job:

• Job ID:
• Job Code:
• SO Number:
• Customer Ref:
• External Ref:

This functionality is available on the following screens:

• Job Details
• Collection/Delivery

It is not available on the Signature screen, however.

References:

• Site Admin Page
• PDA Job List
• PDA Job Details
• PDA Collection
• PDA Delivery
• PDA Job Confirmation

Change Navigation on TomTom WEBFLEET devices

On TomTom WEBFLEET devices, clicking the map icon on the Job Details screen will switch to the WEBFLEET navigation app, where the order required can be selected from WEBFLEET's Work List.

However, the CALIDUS app also allows the driver to directly navigate to the job address instead. Long-pressing on the map icon will display a list of "Navigate without WEBFLEET Order?" options:

• Once - Only this job will navigate directly to the job address.
• Remember for Load - the button will default to navigate directly to the job address for all jobs on the load.

Long-pressing the map button again will give "Navigate with WEBFLEET Order?" options, allowing this to be reset.

References:

• PDA Job Details

Adding Extra Data Entry

CALIDUS ePOD includes the ability to add additional data entry prompts at many stages - this is called User Defined Fields and User-Defined Forms, or UDF for short.

Any number of any type of data entry fields can be added to the following mobile device screens:

• Vehicle Checks - for different vehicle types
• Load Start
• Job Arrival Signatures
• After arrival
• Collection/Delivery Details
• Additional Container information
• Additional Product information - for individual product groups
• Service Pre-checks - for different product groups
• Service Information - for different product groups
• Service Diagnosis - for different product groups
• Service Post-checks - for different product groups
• Terms and Conditions for customers and drivers for different job types
• Exceptions - when cancelling, changing or clausing, and can be dependent on the reason code selected.
• Load End

The configuration can be based on Site or the Job Group the job is in. Other configuration levels are also available and indicated above. When part of a job matches this criteria, the UDF is displayed on the screen for entry.

References:

• User-Defined Fields

Administrative Console

Opening Multiple Tabs

Sometimes it is useful to have multiple pages open from the CALIDUS ePOD Admin application, for example for looking up customers.

Any link (usually denoted with an underline) in a page can be clicked while the Control key (CTRL) is held down, and that will generally open up in a new tab or window on the machine.

Screens can be started in another tab or window from the menu - click the icon to the right of the menu item, and this will open in a new tab or window.

Note: This functionality is typically dependent on the capabilities of the browser being using, so check capability and settings.

Note: The last screen opened from the menu is the screen for which help will be displayed when the Help on this screen button is clicked in the screen title - opening multiple tabs like this may result in unexpected results, so in this case it is better to search for or navigate to the screen for which you require help using the CALIDUS Assist home page and search facilities.

References:

• Admin User Guide

Adding Data to Results tables

Most 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 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.

References:

• Admin User Guide

Tracking on a Map

The mobile device commonly tracks its position, and tells the system where it was when actions are taken. This information is stored on the system and can be displayed in the User Tracking screen.

This screen can be used on its own to select data, and then see the point on a map, if co-ordinates are provided.

However, this can also be displayed from different areas of the system, pre-selecting the data based on from where the screen was called:

• Vehicles
• Users
• Loads
• Jobs

When the User Tracking screen is called from these screens, the data is pre-selected based on from where it was called. Further, a Map button will also be present in the header of this screen, which will show all points linked together.

References:

• User Tracking
• Vehicles
• Users
• Loads
• Jobs

Customising the Logo

The logo displayed in the top-left of the Admin system may be changed.

This can be changed in the Site screen.

References:

• Site

Customising Completion Reports

At this time, Completion (POD/POC/Service) reports are designed by OBS Logistics. However, there are normally some elements that can be changed easily in the system.

Changing the Site or Job Group logo will change the logo displayed in the Completion report.

Changing the Site Name, Address and contact details will change the address in the Completion report. Simply find the customer with the same code as the Site ID and change it there.

Alternatively, some reports use the Job Group address instead - simply find the customer with the same code as the Job Group and change it there.

References:

• Site
• Job Groups
• Customers

Maintaining Reference Data

If users are more comfortable maintaining standing reference data in a spreadsheet, this can be achieved in CALIDUS ePOD as well.

Several Standing Data Maintenance screens allow the user to:

• Download a template
• Download existing standing data
• Upload new or modified data

The reference data that can be modified this way is:

• Codes - including reason codes, DU types, UOMs and Clause codes
• Vehicles
• Service Products
• Service Activities
• Vehicle Products
• Customers
• Time and Expense categories
• Users - drivers and admin users

There will usually be an Upload button to show these options.

Note: Be aware that, if CALIDUS ePOD is linked to a transport management system, it's likely that all this standing reference data is updated automatically from that system, so check before modifying data in CALIDUS ePOD.

References:

• Codes
• Vehicles
• Service Products
• Service Activities
• Vehicle Products
• Customers
• Time and Expense Categories
• Users

CALIDUS Assist

Printing and Exporting

Pages can be exported from CALIDUS Assist using the Download as PDF link in the Toolbox menu, typically on the left.

Categories can be exported as a full document in the same way - all pages in that category will be included in the PDF in the order in which they are listed in the category.