Allocate Resources (Diary) - Revision history

Anw: Merged from training document

2024-06-05T08:46:26Z

Merged from training document

← Older revision		Revision as of 10:46, 5 June 2024
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	<center>[[Image:allocate_resources_diary.png\|800px]]</center>		<center>[[Image:allocate_resources_diary.png\|800px]]</center>

			{{Note}} All fields on the driver and vehicle part can be sorted by clicking on the button above that column.


	The Drivers and Vehicles that appear in the bottom of the screen are those available to be allocated to the current trip.		The Drivers and Vehicles that appear in the bottom of the screen are those available to be allocated to the current trip.
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	The screen displays the availability of the drivers, based on their assigned shifts and resource diary. If the driver has been assigned to another trip, this will be accounted for in the availability.		The screen displays the availability of the drivers, based on their assigned shifts and resource diary. If the driver has been assigned to another trip, this will be accounted for in the availability.
	~~RAG colouration is applied to make it easy to see which drivers are available.~~

	The currently allocated driver and ~~vehile~~ are displayed in the top of the screen, and darkened in the driver and vehicles lists.		The screen displays the availability of the vehicles, based on their assigned trips and VOR/Inactive status.

			RAG colouration is applied to make it easy to see which drivers and vehicles are available.
			* GREEN - available
			* RED - unavailable for any of the reasons above.

			The Driver column marked Hrs/14dys is an indication of the hours the driver has worked in the last 14 days, allowing you to take into account a driver working too many hours.


			The currently allocated driver and vehicle are displayed in the top of the screen, and darkened in the driver and vehicles lists.

	If a Trailer Type has not been assigned, this can be done using the '''V''' lookup button next to that field in the header.		If a Trailer Type has not been assigned, this can be done using the '''V''' lookup button next to that field in the header.
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	You can ~~add resources from~~ this ~~screen,~~ by clicking the '''Add Resource''' button - you will be taken to the [[Resources]] maintenance screen.		Whilst in this screen, you may need to add or change a resource to make them available for the trip. You can do this by clicking on the '''Add Resource''' button - you will be taken to the [[Resources]] maintenance screen.

Anw: Added RES_AVAILABILITY_ALLOC parameter

2024-05-29T11:04:34Z

Added RES_AVAILABILITY_ALLOC parameter

← Older revision		Revision as of 13:04, 29 May 2024
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	The Allocate Resources (Diary) screen is accessible via the '''Alloc Resource''' button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen and through the [[Planning]] screen.		The Allocate Resources (Diary) screen is accessible via the '''Alloc Resource''' button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen and through the [[Planning]] screen.

			In order for this functionality to be available, the system parameter RES_AVAILABILITY_ALLOC must be set to "Y" for the applicable cost centre - you can use the [[System Parameters]] screen to do this.

	From the Waterfall screen. select a trip from the well, that you want to allocate resources to, then click the '''Alloc Resource''' button.		From the Waterfall screen. select a trip from the well, that you want to allocate resources to, then click the '''Alloc Resource''' button.

Anw: Minor correction

2024-05-21T12:23:15Z

Minor correction

← Older revision		Revision as of 14:23, 21 May 2024
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	The Allocate Resources (Diary) screen is accessible via the 'Alloc Resource' button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen and through the [[Planning]] screen.		The Allocate Resources (Diary) screen is accessible via the '''Alloc Resource''' button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen and through the [[Planning]] screen.

	From the Waterfall screen. select a trip from the well, that you want to allocate resources to, then click the 'Alloc Resource' button.		From the Waterfall screen. select a trip from the well, that you want to allocate resources to, then click the '''Alloc Resource''' button.

			From the Planning screen, select to resource a driver, tractor or trailer against a trip or trip stop.

	~~From the Planning screen, select to resource a driver, tractor or trailer against a trip or trip stop.~~

	The screen below will be displayed:		The screen below will be displayed:
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	The Drivers and Vehicles that appear in the bottom of the screen are those available to be allocated to the current trip.		The Drivers and Vehicles that appear in the bottom of the screen are those available to be allocated to the current trip.

	Only Drivers and Vehicles linked to the Carrier assigned to the trip are available for selection.		Only Drivers and Vehicles 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 Vehicles of that Trailer Type are available for selection. Only Drivers that can drive that Trailer Type will be available for selection.		If a Trailer Type has already been assigned to the trip then only Vehicles of that Trailer Type are available for selection. Only Drivers that can drive that Trailer Type will be available for selection.

	If no Trailer Type has been assigned, then all Drivers and Vehicles will be available.		If no Trailer Type has been assigned, then all Drivers and Vehicles will be available.

	See the [[Resources]] screen for the set up of these links.		See the [[Resources]] screen for the set up of these links.

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	The currently allocated driver and vehile are displayed in the top of the screen, and darkened in the driver and vehicles lists.		The currently allocated driver and vehile are displayed in the top of the screen, and darkened in the driver and vehicles lists.

	If a Trailer Type has not been assigned, this can be done using the 'V' lookup button next to that field in the header.		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.		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.
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	You can remove all resources applied to the trip using the '''Remove All''' button provided.		You can remove all resources applied to the trip using the '''Remove All''' button provided.


	You can view the resource availability in detail using the '''... Diary Exceptions''' buttons provided.		You can view the resource availability in detail using the '''... Diary Exceptions''' buttons provided.
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	{{Note}} When you add the last resource for this carrier, the screen will warn you of this in a pop-up.		{{Note}} When you add the last resource for this carrier, the screen will warn you of this in a pop-up.


	You can add resources from this screen, by clicking the '''Add Resource''' button - you will be taken to the [[Resources]] maintenance screen.		You can add resources from this screen, by clicking the '''Add Resource''' button - you will be taken to the [[Resources]] maintenance screen.

	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.
			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.


			<noinclude>
	[[Category:Trip Management\|156]]		[[Category:Trip Management\|156]]
	[[Category:C-TMS Modules\|B-156]]		[[Category:C-TMS Modules\|B-156]]
	[[Category:C-TMS User Guide\|BB-156]]		[[Category:C-TMS User Guide\|BB-156]]
	[[Category:TEST\|B-156]]		[[Category:TEST\|B-156]]
			</noinclude>

Anw: test

2024-05-17T06:39:42Z

test

← Older revision		Revision as of 08:39, 17 May 2024
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	[[Category:C-TMS Modules\|B-156]]		[[Category:C-TMS Modules\|B-156]]
	[[Category:C-TMS User Guide\|BB-156]]		[[Category:C-TMS User Guide\|BB-156]]
			[[Category:TEST\|B-156]]

Anw: TRIP RES DIARY moved to Allocate Resources (Diary)

2024-05-08T11:20:53Z

TRIP RES DIARY moved to Allocate Resources (Diary)

← Older revision	Revision as of 13:20, 8 May 2024
(No difference)

Anw: Initial Creation

2024-05-08T11:19:09Z

Initial Creation

New page

The Allocate Resources (Diary) screen is accessible via the 'Alloc Resource' button in the PLANNED and ACCEPTED sections of the [[Trip Overview]] screen and through the [[Planning]] screen.

From the Waterfall screen. select a trip from the well, that you want to allocate resources to, then click the 'Alloc Resource' button.

From the Planning screen, select to resource a driver, tractor or trailer against a trip or trip stop.

The screen below will be displayed:

<center>[[Image:allocate_resources_diary.png|800px]]</center>

The Drivers and Vehicles that appear in the bottom of the screen are those available to be allocated to the current trip.
Only Drivers and Vehicles 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 Vehicles of that Trailer Type are available for selection. Only Drivers that can drive that Trailer Type will be available for selection.
If no Trailer Type has been assigned, then all Drivers and Vehicles will be available.
See the [[Resources]] screen for the set up of these links.

You can filter drivers and vehicles using the filters above each panel, and then clicking the '''?''' button to the right.

The screen displays the availability of the drivers, based on their assigned shifts and resource diary. If the driver has been assigned to another trip, this will be accounted for in the availability.
RAG colouration is applied to make it easy to see which drivers are available.

The currently allocated driver and vehile are displayed in the top of the screen, and darkened in the driver and vehicles lists.

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.

You can remove all resources applied to the trip using the '''Remove All''' button provided.

You can view the resource availability in detail using the '''... Diary Exceptions''' buttons provided.

<center>[[Image:allocate_resources_diary_exc.png]]</center>

{{Note}} When you add the last resource for this carrier, the screen will warn you of this in a pop-up.

You can add resources from this screen, by clicking the '''Add Resource''' button - you will be taken to the [[Resources]] maintenance screen.

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.

[[Category:Trip Management|156]]
[[Category:C-TMS Modules|B-156]]
[[Category:C-TMS User Guide|BB-156]]