Allocate Resources - Revision history

Anw: Minor correction

2024-05-21T12:21:30Z

Minor correction

← Older revision		Revision as of 14:21, 21 May 2024
Line 1:		Line 1:
	The Allocate Resources screen is only accessible via the ~~‘Alloc Resource’~~ button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen. You can see an example of this in the screen below:		The Allocate Resources screen is only accessible via the '''Alloc Resource''' button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen. You can see an example of this in the screen below:


	<center>[[Image:tres_1.jpg]]</center>		<center>[[Image:tres_1.jpg]]</center>

			Select a trip from the well, that you want to allocate resources to, then click the '''Alloc Resource''' button. The screen below will be displayed:
	Select a trip from the well, that you want to allocate resources to, then click the ~~‘Alloc Resource’~~ button. The screen below will be displayed:


	<center>[[Image:tres_2.jpg]]</center>		<center>[[Image:tres_2.jpg]]</center>


	The Drivers, Tractors and Trailers that appear in the bottom of the screen are those available to be allocated to the current trip. Only Drivers and Tractors linked to the Carrier assigned to the trip are available for selection. If a Trailer Type has already been assigned to the trip then only Trailers linked to that Trailer Type are available for selection, but if no Trailer Type has been assigned, then all Trailers will be available. See the [[Resources]] screen for the set up of these links. Note, that if a Trailer Type has already been assigned when entering the form, ~~the user~~ will be unable to change it at this point.		The Drivers, Tractors and Trailers that appear in the bottom of the screen are those available to be allocated to the current trip. Only Drivers and Tractors linked to the Carrier assigned to the trip are available for selection. If a Trailer Type has already been assigned to the trip then only Trailers linked to that Trailer Type are available for selection, but if no Trailer Type has been assigned, then all Trailers will be available. See the [[Resources]] screen for the set up of these links. Note that if a Trailer Type has already been assigned when entering the form, you will be unable to change it at this point.

	If a Trailer Type has not been assigned, this can be done using the ~~‘V’~~ lookup button next to that field in the header. Those resources that are currently in use between the trips start time and finish time are high-lighted in grey to show ~~the user~~ they are currently in use, although they can still be allocated.		If a Trailer Type has not been assigned, this can be done using the '''V''' lookup button next to that field in the header. Those resources that are currently in use between the trips start time and finish time are high-lighted in grey to show you they are currently in use, although they can still be allocated.


	To assign a resource, select it from the list and click the associated ~~‘Assign’~~ button. When assigned, the name/id will appear in the header. Use the ~~‘Remove’~~ button if a resource needs to be removed. Once happy that resources have been added, click ~~‘Save’~~. If during a ~~‘Save’~~, all resources have been added to a PLANNED trip, the system will automatically update the trip status to ACCEPTED. You will get a message like below:		To assign a resource, select it from the list and click the associated '''Assign''' button. When assigned, the name/id will appear in the header. Use the '''Remove''' button if a resource needs to be removed. Once happy that resources have been added, click '''Save'''. If during a '''Save''', all resources have been added to a PLANNED trip, the system will automatically update the trip status to ACCEPTED. You will get a message like below:


Line 22:		Line 19:


	Clicking ~~‘OK’~~ will update the status in the header to ACCEPTED as shown:		Clicking '''OK''' will update the status in the header to ACCEPTED as shown:


Line 28:		Line 25:


	When you ~~‘Close’~~ the form and return to the [[Trip Overview]] screen, the trip will now be moved from the PLANNED section to the ACCEPTED section.		When you '''Close''' the form and return to the [[Trip Overview]] screen, the trip will now be moved from the PLANNED section to the ACCEPTED section.

			<noinclude>
	[[Category:Trip Management\|155]]		[[Category:Trip Management\|155]]
	[[Category:C-TMS Modules\|B-155]]		[[Category:C-TMS Modules\|B-155]]
	[[Category:C-TMS User Guide\|BB-155]]		[[Category:C-TMS User Guide\|BB-155]]
	[[Category:TEST\|B-155]]		[[Category:TEST\|B-155]]
			</noinclude>

Anw: test

2024-05-17T06:39:18Z

test

← Older revision		Revision as of 08:39, 17 May 2024
Line 33:		Line 33:
	[[Category:C-TMS Modules\|B-155]]		[[Category:C-TMS Modules\|B-155]]
	[[Category:C-TMS User Guide\|BB-155]]		[[Category:C-TMS User Guide\|BB-155]]
			[[Category:TEST\|B-155]]

Anw: Minor correction

2024-05-08T11:23:10Z

Minor correction

← Older revision		Revision as of 13:23, 8 May 2024
Line 1:		Line 1:
	~~=== Allocate Resources ===~~


	The Allocate Resources screen is only accessible via the ‘Alloc Resource’ button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen. You can see an example of this in the screen below:		The Allocate Resources screen is only accessible via the ‘Alloc Resource’ button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen. You can see an example of this in the screen below:

Anw: TRIP RES moved to Allocate Resources

2024-05-08T11:22:44Z

TRIP RES moved to Allocate Resources

← Older revision	Revision as of 13:22, 8 May 2024
(No difference)

Anw: Categorisation

2024-05-08T11:02:26Z

Categorisation

← Older revision		Revision as of 13:02, 8 May 2024
Line 32:		Line 32:

	When you ‘Close’ the form and return to the [[Trip Overview]] screen, the trip will now be moved from the PLANNED section to the ACCEPTED section.		When you ‘Close’ the form and return to the [[Trip Overview]] screen, the trip will now be moved from the PLANNED section to the ACCEPTED section.

			[[Category:Trip Management\|155]]
			[[Category:C-TMS Modules\|B-155]]
			[[Category:C-TMS User Guide\|BB-155]]

Crisfordm: New page: === Allocate Resources === The Allocate Resources screen is only accessible via the ‘Alloc Resource’ button in the PLANNED and ACCEPTED sections of the Trip Overview screen. You ...

2009-01-22T11:30:22Z

New page: === Allocate Resources === The Allocate Resources screen is only accessible via the ‘Alloc Resource’ button in the PLANNED and ACCEPTED sections of the Trip Overview screen. You ...

New page

=== Allocate Resources ===

The Allocate Resources screen is only accessible via the ‘Alloc Resource’ button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen. You can see an example of this in the screen below:

<center>[[Image:tres_1.jpg]]</center>

Select a trip from the well, that you want to allocate resources to, then click the ‘Alloc Resource’ button. The screen below will be displayed:

<center>[[Image:tres_2.jpg]]</center>

The Drivers, Tractors and Trailers that appear in the bottom of the screen are those available to be allocated to the current trip. Only Drivers and Tractors linked to the Carrier assigned to the trip are available for selection. If a Trailer Type has already been assigned to the trip then only Trailers linked to that Trailer Type are available for selection, but if no Trailer Type has been assigned, then all Trailers will be available. See the [[Resources]] screen for the set up of these links. Note, that if a Trailer Type has already been assigned when entering the form, the user will be unable to change it at this point.

If a Trailer Type has not been assigned, this can be done using the ‘V’ lookup button next to that field in the header. Those resources that are currently in use between the trips start time and finish time are high-lighted in grey to show the user they are currently in use, although they can still be allocated.

To assign a resource, select it from the list and click the associated ‘Assign’ button. When assigned, the name/id will appear in the header. Use the ‘Remove’ button if a resource needs to be removed. Once happy that resources have been added, click ‘Save’. If during a ‘Save’, all resources have been added to a PLANNED trip, the system will automatically update the trip status to ACCEPTED. You will get a message like below:

<center>[[Image:tres_4.jpg]]</center>

Clicking ‘OK’ will update the status in the header to ACCEPTED as shown:

<center>[[Image:tres_5.jpg]]</center>

When you ‘Close’ the form and return to the [[Trip Overview]] screen, the trip will now be moved from the PLANNED section to the ACCEPTED section.

← Older revision		Revision as of 08:39, 17 May 2024
Line 33:		Line 33:
	[[Category:C-TMS Modules\|B-155]]		[[Category:C-TMS Modules\|B-155]]
	[[Category:C-TMS User Guide\|BB-155]]		[[Category:C-TMS User Guide\|BB-155]]
			[[Category:TEST\|B-155]]