Template:EPOD Glossary: Difference between revisions
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!width="20%"|Term or Acronym !! Meaning | |||
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|colspan="2"|'''General Definitions''' | |||
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|EPOD||Electronic Proof of Delivery. The OBSL EPOD system is ''CALIDUS'' EPOD. This also comprises the basis of the Service Completion system ''CALIDUS'' eServ. | |||
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Server: The portion of the ''CALIDUS'' ePOD/eServ systems that controls all the data and sends information to and receives updates from the mobile device. | |||
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Mobile Device; PDA: The device used by the driver to perform the jobs. Typically an Android mobile device or tablet. | |||
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|Load ||A single journey for the driver with a set of work attached. A load is identified by a unique load ID. This may also be referred to as a worklist or workload. | |||
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|Job ||Also Consignment. A single task for the driver as a specific location. This could be the collection of goods or the delivery of goods. Jobs may also be Services (for example, servicing, installing or de-installing a boiler). A job is identified by a unique job ID but can also have other references held against the job (e.g. job code, SO number, customer reference and external reference). | |||
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|Container ||A generic term for any object that contains the items being collected or delivered. Examples of containers are: Pallet; Package; Carton; Item; Cage. A special container "Loose Products" - see Product below. A container is identified by a container ID which is unique to this physical container. | |||
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|Product ||A product is any goods that are being collected or delivered where the product has a 'Product Code' which identifies what the product is but which does not uniquely identify each individual item. A product will also have a quantity associated with it to indicate how many items of this 'Product Code' are being collected or delivered. Products can either be processed within a 'Container' or as 'Loose Products' without a 'Container'. | |||
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|colspan="2"|'''Item Related Definitions''' | |||
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|Job Code ||A reference associated with a job or job(s). This reference is common to connected jobs, for example this would be the same on both the collection of goods and the associated delivery of the same goods. Typically this would be the transport unique reference. | |||
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|SO Number ||A reference associated with a job which indicates the "Sales Order Number" this job is associated with. | |||
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|Customer Reference ||A reference associated with a job which has been provided by and will be recognised by the customer. | |||
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|External Reference ||A reference associated with a job which does not match any of the existing references, usually because it has been provided by an external system. | |||
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|Pallet ||An alternative for 'Container'. The term pallet is used when the operation only uses portable platforms as the container for goods. | |||
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|Package ||An alternative for 'Container'. The term package is used when the operation only uses boxes or wrapping as containers for goods. | |||
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|Package Code ||A code representing the type of 'Container'. | |||
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|Package Desc ||A description of the type of 'Container'. | |||
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|Product Code ||A code which identifies what a product is. | |||
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|Item ||A generic term for any individual item that can be collected or delivered. An item can represent a 'Container' or a 'Product'. This can also be used as an alternative for 'Container' when the operation only treats the goods as individual items, i.e. not as identifiable products. | |||
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|Service Item ||An item which will be serviced by a service job. See action 'Service'. | |||
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|Issue Life ||The time after which an item is no longer fit for purpose. | |||
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|colspan="2"|'''Status Definitions''' | |||
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|Status ||An indicator of how far through the processing a 'Job', 'Container' or 'Product' has progressed. | |||
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|Pending ||A status indicating that the processing has not yet started, but is required to be completed. | |||
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|In Progress ||A status indicating that processing has started but not yet finished. | |||
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|Complete ||A status indicating that the 'Job', 'Container' or 'Product' has been collected or delivered. | |||
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|Complete (Amended) ||A status indicating that the 'Job', 'Container' or 'Product' has been collected or delivered but that some changes or amendments have been made. This means that not everything that was planned to be collected or delivered was collected or delivered, some items may have been cancelled or some products may only have had some of the planned quantities collected or delivered. | |||
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|Complete (Claused) ||A status indicating that the processing has been finished but that a 'Clause' condition has been recorded for this item. | |||
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|Claused ||See 'Complete (Claused)' and action 'Clause'. | |||
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|Cancelled ||A status indicating that the processing of this item or job is no longer required. | |||
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|Cancelled at Collection ||A status indicating that the delivery of a container or product is no longer required because the associated collection of this container or product was cancelled. | |||
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|Submitted ||An optional status that applies only to a 'Job' and which occurs after the 'Job' has been completed. This indicates that any time and expenses information recorded for the 'Job' has been submitted back to the server and can no longer be altered. | |||
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|colspan="2"|'''Action Definitions''' | |||
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|Start ||An action associated with a 'Job' meaning the driver is about to start the processing of this job or jobs. This action will mark the job(s) with a status of 'In Progress'. | |||
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|Arrive ||A conditional action associated with a 'Job' meaning the driver has arrived at the location the goods should be collected from or delivered to. | |||
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|Continue ||An action associated with a 'Job' meaning the driver has previously performed the 'Start' and/or 'Arrive' action and has exited the processing screen but is now going to continue the processing. | |||
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|Collect ||An action associated with a specific 'Container' or a 'Product' meaning the driver has collected the 'Container' or 'Product'. This action will mark the 'Container' or 'Product' with a status of 'Complete' or 'Complete (Amended)'. | |||
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|Collect Claused ||An action associated with a specific 'Container' or a 'Product' meaning the driver has collected the 'Container' or 'Product' but with a condition under which the collection was accepted. This action will accept the clause condition and then mark the 'Container' or 'Product' with a status of 'Complete (Claused)'. | |||
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|Deliver ||An action associated with a specific 'Container' or a 'Product' meaning the driver has delivered the 'Container' or 'Product'. This action will mark the 'Container' or 'Product' with a status of 'Complete' or 'Complete (Amended)'. | |||
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|Deliver Claused ||An action associated with a specific 'Container' or a 'Product' meaning the driver has delivered the 'Container' or 'Product' but with a condition under which the delivery was accepted. This action will accept the clause condition and then mark the 'Container' or 'Product' with a status of 'Complete (Claused)'. | |||
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|Clause ||An action associated with a specific 'Container' or a 'Product' that has already been collected or delivered meaning the collection or delivery has been accepted with a condition. This action will accept the clause condition and then mark the 'Container' or 'Product' with a status of 'Complete (Claused)'. | |||
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|Cancel ||An action associated with a 'Job', 'Container' or 'Product' meaning the collection or delivery will not be performed for this 'Job', 'Container' or 'Product'. | |||
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|Submit ||An optional action which can conditionally be carried out after a 'Job' has been collection or delivered meaning that any/all required expense or time recording for this 'Job' has been completed and can be submitted back to the server. | |||
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|Service ||A service of a service item or items. Typically, Installation, Deinstallation or Service. The process of a service usually encompasses Pre- and Port-work checks, information gathering and diagnosis and resolution notes. Additional references (MC Refs) may also be captured. | |||
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|Actioned ||A general term describing completing a job. So, 'Actioned' may be used instead of 'Collected', 'Serviced', 'Delivered'. | |||
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|Consolidate ||The action of taking several jobs and linking them together, so they are actioned at the same time with one start, arrive and signature. | |||
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|Deconsolidate ||The action of taking a consolidation of jobs and breaking them down into the component jobs again. | |||
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|Job Swap ||The action of selecting an existing load not assigned to the user, and picking jobs to transfer onto the user's load. | |||
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|Signature Capture ||Usually the final action of a job, where the customer's name and signature are entered. | |||
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|colspan="2"|'''Other Definitions''' | |||
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|Reason Code ||A code which represents the reason that a job was cancelled or an item was cancelled or claused. | |||
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|Vehicle ||The vehicle used for transporting the goods. | |||
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|Vehicle Checks ||Also Defect Checks. A series of questions representing the results of checks intended to ensure the vehicle is in an acceptable condition. | |||
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|Metrics Entry ||A series of questions to capture information either at the start or end of a 'Load'. | |||
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|Driver ||The person performing the collections or deliveries; the user of the device/application. | |||
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|Engineer ||The person performing the services; the user of the device/application. | |||
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|Customer ||The person/company the goods are being collected from or delivered to. | |||
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|Signatory ||The name of the person providing a signature. | |||
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|T&Cs ||Terms and Conditions. The T&Cs are shown when signatures are prompted for. The text of the T&Cs are defined in the system itself. | |||
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|Transfer Load ||A load select from which to swap jobs to the user's load. | |||
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|Base ||E.g. 'Return to Base'. Typically the depot from which the driver departed. | |||
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|Unplanned Ad Hoc Collection ||A collection job that is created by the driver, usually after delivering to a customer. | |||
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|Completion Report ||POD, POC, Service/Work Report. | |||
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[[Category:Templates|{{PAGENAME}}]] | [[Category:Templates|{{PAGENAME}}]] | ||
</noinclude> | </noinclude> |
Revision as of 12:59, 20 December 2016
Server: The portion of the CALIDUS ePOD/eServ systems that controls all the data and sends information to and receives updates from the mobile device.
Mobile Device; PDA: The device used by the driver to perform the jobs. Typically an Android mobile device or tablet.
Term or Acronym | Meaning |
---|---|
General Definitions | |
EPOD | Electronic Proof of Delivery. The OBSL EPOD system is CALIDUS EPOD. This also comprises the basis of the Service Completion system CALIDUS eServ. |
Load | A single journey for the driver with a set of work attached. A load is identified by a unique load ID. This may also be referred to as a worklist or workload. |
Job | Also Consignment. A single task for the driver as a specific location. This could be the collection of goods or the delivery of goods. Jobs may also be Services (for example, servicing, installing or de-installing a boiler). A job is identified by a unique job ID but can also have other references held against the job (e.g. job code, SO number, customer reference and external reference). |
Container | A generic term for any object that contains the items being collected or delivered. Examples of containers are: Pallet; Package; Carton; Item; Cage. A special container "Loose Products" - see Product below. A container is identified by a container ID which is unique to this physical container. |
Product | A product is any goods that are being collected or delivered where the product has a 'Product Code' which identifies what the product is but which does not uniquely identify each individual item. A product will also have a quantity associated with it to indicate how many items of this 'Product Code' are being collected or delivered. Products can either be processed within a 'Container' or as 'Loose Products' without a 'Container'. |
Item Related Definitions | |
Job Code | A reference associated with a job or job(s). This reference is common to connected jobs, for example this would be the same on both the collection of goods and the associated delivery of the same goods. Typically this would be the transport unique reference. |
SO Number | A reference associated with a job which indicates the "Sales Order Number" this job is associated with. |
Customer Reference | A reference associated with a job which has been provided by and will be recognised by the customer. |
External Reference | A reference associated with a job which does not match any of the existing references, usually because it has been provided by an external system. |
Pallet | An alternative for 'Container'. The term pallet is used when the operation only uses portable platforms as the container for goods. |
Package | An alternative for 'Container'. The term package is used when the operation only uses boxes or wrapping as containers for goods. |
Package Code | A code representing the type of 'Container'. |
Package Desc | A description of the type of 'Container'. |
Product Code | A code which identifies what a product is. |
Item | A generic term for any individual item that can be collected or delivered. An item can represent a 'Container' or a 'Product'. This can also be used as an alternative for 'Container' when the operation only treats the goods as individual items, i.e. not as identifiable products. |
Service Item | An item which will be serviced by a service job. See action 'Service'. |
Issue Life | The time after which an item is no longer fit for purpose. |
Status Definitions | |
Status | An indicator of how far through the processing a 'Job', 'Container' or 'Product' has progressed. |
Pending | A status indicating that the processing has not yet started, but is required to be completed. |
In Progress | A status indicating that processing has started but not yet finished. |
Complete | A status indicating that the 'Job', 'Container' or 'Product' has been collected or delivered. |
Complete (Amended) | A status indicating that the 'Job', 'Container' or 'Product' has been collected or delivered but that some changes or amendments have been made. This means that not everything that was planned to be collected or delivered was collected or delivered, some items may have been cancelled or some products may only have had some of the planned quantities collected or delivered. |
Complete (Claused) | A status indicating that the processing has been finished but that a 'Clause' condition has been recorded for this item. |
Claused | See 'Complete (Claused)' and action 'Clause'. |
Cancelled | A status indicating that the processing of this item or job is no longer required. |
Cancelled at Collection | A status indicating that the delivery of a container or product is no longer required because the associated collection of this container or product was cancelled. |
Submitted | An optional status that applies only to a 'Job' and which occurs after the 'Job' has been completed. This indicates that any time and expenses information recorded for the 'Job' has been submitted back to the server and can no longer be altered. |
Action Definitions | |
Start | An action associated with a 'Job' meaning the driver is about to start the processing of this job or jobs. This action will mark the job(s) with a status of 'In Progress'. |
Arrive | A conditional action associated with a 'Job' meaning the driver has arrived at the location the goods should be collected from or delivered to. |
Continue | An action associated with a 'Job' meaning the driver has previously performed the 'Start' and/or 'Arrive' action and has exited the processing screen but is now going to continue the processing. |
Collect | An action associated with a specific 'Container' or a 'Product' meaning the driver has collected the 'Container' or 'Product'. This action will mark the 'Container' or 'Product' with a status of 'Complete' or 'Complete (Amended)'. |
Collect Claused | An action associated with a specific 'Container' or a 'Product' meaning the driver has collected the 'Container' or 'Product' but with a condition under which the collection was accepted. This action will accept the clause condition and then mark the 'Container' or 'Product' with a status of 'Complete (Claused)'. |
Deliver | An action associated with a specific 'Container' or a 'Product' meaning the driver has delivered the 'Container' or 'Product'. This action will mark the 'Container' or 'Product' with a status of 'Complete' or 'Complete (Amended)'. |
Deliver Claused | An action associated with a specific 'Container' or a 'Product' meaning the driver has delivered the 'Container' or 'Product' but with a condition under which the delivery was accepted. This action will accept the clause condition and then mark the 'Container' or 'Product' with a status of 'Complete (Claused)'. |
Clause | An action associated with a specific 'Container' or a 'Product' that has already been collected or delivered meaning the collection or delivery has been accepted with a condition. This action will accept the clause condition and then mark the 'Container' or 'Product' with a status of 'Complete (Claused)'. |
Cancel | An action associated with a 'Job', 'Container' or 'Product' meaning the collection or delivery will not be performed for this 'Job', 'Container' or 'Product'. |
Submit | An optional action which can conditionally be carried out after a 'Job' has been collection or delivered meaning that any/all required expense or time recording for this 'Job' has been completed and can be submitted back to the server. |
Service | A service of a service item or items. Typically, Installation, Deinstallation or Service. The process of a service usually encompasses Pre- and Port-work checks, information gathering and diagnosis and resolution notes. Additional references (MC Refs) may also be captured. |
Actioned | A general term describing completing a job. So, 'Actioned' may be used instead of 'Collected', 'Serviced', 'Delivered'. |
Consolidate | The action of taking several jobs and linking them together, so they are actioned at the same time with one start, arrive and signature. |
Deconsolidate | The action of taking a consolidation of jobs and breaking them down into the component jobs again. |
Job Swap | The action of selecting an existing load not assigned to the user, and picking jobs to transfer onto the user's load. |
Signature Capture | Usually the final action of a job, where the customer's name and signature are entered. |
Other Definitions | |
Reason Code | A code which represents the reason that a job was cancelled or an item was cancelled or claused. |
Vehicle | The vehicle used for transporting the goods. |
Vehicle Checks | Also Defect Checks. A series of questions representing the results of checks intended to ensure the vehicle is in an acceptable condition. |
Metrics Entry | A series of questions to capture information either at the start or end of a 'Load'. |
Driver | The person performing the collections or deliveries; the user of the device/application. |
Engineer | The person performing the services; the user of the device/application. |
Customer | The person/company the goods are being collected from or delivered to. |
Signatory | The name of the person providing a signature. |
T&Cs | Terms and Conditions. The T&Cs are shown when signatures are prompted for. The text of the T&Cs are defined in the system itself. |
Transfer Load | A load select from which to swap jobs to the user's load. |
Base | E.g. 'Return to Base'. Typically the depot from which the driver departed. |
Unplanned Ad Hoc Collection | A collection job that is created by the driver, usually after delivering to a customer. |
Completion Report | POD, POC, Service/Work Report. |