OV 320722 CALIDUS MCS Device Advanced Guide

Aptean

CALIDUS MCS Device Advanced Guide

CALIDUS MCS

6th December 2019 - 2.00.03.007
Reference: UG 320722

Introduction

The purpose of this document is to document some actions that may be required from time to time when updating or maintaining your devices running CALIDUS MCS.

Device Cleardown

The process to clear the data from the PDA device is given in the steps below.

Note: All work should be completed on the device before clearing down the device data.

Steps to Clear Down the Device

To clear down device data, the following steps should be taken (screenshots for guideline below):

1. Open Chrome Browser on Device
2. Take the Chrome Settings option in the top right of screen. (Opening Chrome settings menu).
3. Take the 'Settings' option from the menu. (Scroll if necessary)
4. Take the 'Content Settings' option, from the Advanced section (scroll if necessary).
5. Choose the 'Website Settings' option.
6. Click on your url, for example 'clientprd.calidus-mcs.com', an MCS Production URL option.
7. Take the 'Clear Stored data' option.
8. When prompted with Clear stored data, take option to 'Clear all'.
9. Press back arrow in top left multiple times to return to MCS login screen. Note that the clientprd.calidus-mcs.com option is no longer visible in the website settings.
10. Refresh the URL to update the settings.
11. You will be prompted with First time login – login as usual to update system data.
12. Select Site and Login as usual.

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  Step 2: Take Chrome Settings.

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  Step 3: Navigate to Settings menu.

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  Step 4: Navigate to Content settings.

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  Step 5: Choose Website Settings.

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  Step 6: Choose URL to clear.

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  Step 7: Clear Data option.

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  Step 8: Clear All Data prompt.

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  Step 9: Take Back button.

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  Step 10: Refresh URL.

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  Step 11: First Time Login.

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  Step 12: Select Site and Log in.

Refresh MCS

Overview

This is the user guide for the refreshing the browser to use the latest version of the CALIDUS MCS software. It shows updating from version 1.00.43.053 to 1.00.43.054.

CALIDUS MCS is a browser based application as is currently only supported with Google Chrome due to limitations of other web browsers.

Refreshing MCS

If logged into the CALIDUS MCS application, click Menu, scroll down and click Log Off.

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  Figure 1 – Menu and Log Off selection

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On clicking Log Off if there are any Despatch or Receipt messages waiting to complete the user will be presented with a confirmation. Click OK to logoff.

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  Figure 2 – Confirm logoff when messages pending

Note: Any Despatch or Receipt messages will resume after logging in.

Once log off has completed check the current version number and click the browser’s refresh button

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  Figure 3 – Check current version and refresh button

When the browser has refreshed the version number will have changed.

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  Figure 4 - Check new version

The user may now login.

Appendix A: Document References

A.1 References

Ref No	Document Title & ID	Version	Date
1

A.2 Glossary

Term or Acronym	Meaning
AWB	Airway Bill; a receipt of goods required by airline carriers. It also serves as the carriage contract between the carrier and the shipper.
C-MCS	CALIDUS MCS, OBS Logistics Mobile Control System. See also MCS.
Carrier	The carrier completing the trip. Can comprise any carrier configured in the system, but normally Home Fleet (usually a carrier per depot), 3rd-party carriers, supplier-/customer-own transport, own collection, etc.
Consolidating Centre	A depot that takes delivery of goods from several origins and consolidates them for trunking to outbases (q.v.) or final delivery to destinations. See also Consolidation.
Consolidation	In execution terms, this is the act of taking several jobs and combining them into a single execution job. This can be by several criteria but is broadly defined as: Same Location consolidation, where the delivery/collection points are identical; Linked Location, where the deliver/collection points have been configured to be seen as the same point within C-TMS and; Manual (Ad Hoc) Consolidation, where the driver decides that two jobs should be delivered/collected at the same time. In general transport terms, this is the act of taking like product from several sources (originating depots, warehouses, orders) going to the same destination or on the same vehicle and placing them on a transportable media. See also containerisation.
Containerisation	The action of taking items and placing them inside another item for tracking purposes. See also Asset.
Cost Centre	A part of an organisation to which costs may be charged for accounting purposes. For C-TMS, this is used for accounting purposes, and also to generally configure the system.
C-TMS	CALIDUS TMS, OBS Logistics' Transport Management System.
Cross-Dock	Also a specific location at which product is exchanged.
Customer	In 3PL terms, the customer on behalf of which the transport is being operated.
DDL	Drop-down list - a series of pre-designated answers to a particular question on a device, rather than requiring the user to key the answer in in full.
Debrief	Comprises 2 parts: Stop debrief, where actual arrival and departure times against a trip are entered; Order debrief, where actual product and item quantities are entered; Driver/Trip debrief, where additional information is captured from the driver relating to the trip.
Depot	Any location that schedules and controls transport.
Despatch	In transport terms, the process of loading and despatching items out of a depot. In this implementation, the process of loading and despatching is predominantly controlled by C-MCS (q.v.). See also Loading.
Driver	Comprising drivers and crew assigned to a trip.
DU	Distribution/Deliverable Unit - Pallet, Package, etc.; Also Asset, Asset Type.
Fixed Route	In transport terms, a fixed route is a trip comprised of a series of fixed stops that are typically always visited. A C-TMS fixed route template (q.v.) can be used to create these.
Item	A single item for delivery/collection. A general terms, distinct from the DU of the deliverable item e.g. Pallet, Package, etc.
Loading	In transport terms, the process of loading and despatching items out of a depot. In this implementation, the process of loading and despatching is predominantly controlled by C-MCS (q.v.). See also Despatch.
Location	In C-TMS terms, a trip comprises visits or drops to many locations. A location can be of many different types.
Location Types	Usually one of: Depot, Customer, Delivery/Collection Location, Store, etc.
MCS	Mobile Control System, an application to execute mobile tasks, as opposed to transport management tasks from a console. For OBS Logistics, transport depot mobile tasks are handles by CALIDUS MCS.
OMS Ref	A unique transport movement ID, referring to a single transport movement request.
Optimisation	Route building and optimisation of stops on a trip.
Order	Equiv: OMS Ref; a transport movement.
Order Status	The lifecycle of an order.
Outbase	A depot whose purpose is to deliver to final delivery destination within a geographically-restricted subsection of the whole catchment area; also ROC.
Reason Codes	Of many types: Adjustment, Non-conformance, Order.
Receipt	In transport terms, the process of receiving and uploading items into a depot. In this implementation, the process of receipt and unloading is predominantly controlled by C-MCS (q.v.). See also Unloading.
Region; Postal Region	Geographical Region.
Resources	Drivers, Crew, Tractors, Vehicles, Trailers (q.v.).
Route	A route is a fixed route that is repeated. A Trip is a unique trip, which may be created from a route.
ROC	Regional Operating Centre; a depot whose purpose is to deliver to final delivery destination within a geographically-restricted subsection of the whole catchment area; also Outbase.
RPE	Roll-pallet Equivalent - This is used to estimate volume and therefore capacity of vehicles within C-TMS.
Schedule	A day's plan, usually consisting of 24 hours, not necessarily from midnight to midnight.
Shunt	A trunk (q.v.) movement between depots using the trunk network, typically of a much shorter length than a trunk movement.
TLM	Transport Logistics Manager
Tractor	The driver cab, pulling the trailer.
Trailer	The trailer carrying the goods. Can be several types.
Trans-Ship	The process of receiving, cross-docking and despatching items within a depot, usually within a single transaction. In this implementation, this is the process at the ROC (q.v.).
Transport	Transport operations.
Trip	C-TMS: A selection of work to be completed, specifically a workload that lasts for an entire shift for a driver.
Trip Status	The lifecycle of a trip.
Trunk	A route between depots, transporting goods usually to be delivered from the destination depot, but any transfer of goods from the original receiving or originating depot in the network to the final delivery depot (the outbase).
Unloading	The process of receiving and uploading items into a depot. In this implementation, the process of receipt and unloading is predominantly controlled by C-MCS (q.v.). See also Receiving.
Vehicle	A generic term for the resource assigned to a trip. Can be tractor (q.v.), tractor plus trailer (q.v.), fixed vehicle (e.g. van). In C-TMS terms, the tractor ID is considered the vehicle ID, usually the registration.
Warehouse	This is a depot in C-TMS that is seen to be a warehouse, or origin and storage point for product for delivery.

A.3 Authorised By

Tony Walker

OBS Consultant

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