252217

252217 PA-7DWATD Amend Allocate Resource Screen

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FUNCTIONAL OVERVIEW

Client Requirement

Re-design the 'Allocate Resource' screen 'TRIP_RES v1.4’ to enable all resource Driver/Tractor/Trailer to be allocated to a trip in the same screen, invoked from the ‘Trip Overview (Waterfall)’ screen pre-populated with Trip details for the Trip highlighted in the ‘Trip Overview (Waterfall)’ screen - Schedule, Trip ID, Status fields, & Driver, Tractor, Trailer fields if any one already resourced.

Pre-populate the listings with Location-based Drivers and Tractors (poplist) and Trailer numbers bound by Trailer Type selected when the Trip was planned.

Add an 'Allocated' field (Tick-Box) alongside each resource to show, as a prompt only, that a resource has already been used. For example, if one user has allocated a driver to a trip that will take him less than a full shift, if this driver is marked as 'allocated' another user would not then additionally allocate him to an 8 hour shift, but it would leave the driver available for a short run on return from his first load. Similarly Tractors and Trailers can be used several times within a schedule but users would be aware if they were already committed to another trip.

Added by PA - Check current functionality of Driver/Tractor being displayed in 'Bold' if allocated - if the function is the same as expected from an ‘Allocated’ field then delete addition of ‘Allocated’ field (tick-box).

Allow Status change to ‘TENDERED’ or ‘ACCEPTED’ only, with or without any resource added as the eventual resource is not always known until the point of departure. The status change control will not allow the trip to be moved to an ‘En-Route’ status without complete resource entry.

Solution

The ‘HEADER’ section of the ‘ALLOCATE RESOURCE’ screen will be changed to include the ‘Carrier Id’ and ‘Trailer Type’ of the ‘Trip Id’ should any have been assigned. It will be possible to change the ‘Trailer Type’ of the ‘Trip Id’ in this screen if a ‘Trailer Id’ has not been assigned: this will enable the user to find the ‘Trailer Id’ required if it is for a different ‘Trailer Type’.

The ‘ALLOCATE RESOURCE’ screen will also be changed so that the ‘Id’, ‘Surname’, ‘Forename’ (i.e. ‘Driver’ details) and ‘Tractor Id’ columns are pre-populated upon entry to the screen with valid records for the ‘Carrier Id’ of the ‘Trip Id’. However, the ‘Driver’ details displayed will also include those drivers with a job title of ‘CONTRACT’ as well as ‘DRIVER’. If the ‘Carrier Id’ does not have any drivers assigned to it then none will be displayed for selection.

Likewise, the ‘Trailer Id’ will be pre-populated with valid records for the ‘Trailer Type’ of the first stop of the ‘Trip Id’ should one have been set, however, if one has not been set then all ‘Trailer Ids’ will be displayed for selection. The ‘Trailer Id’ will be further validated for the ‘Carrier Group’ of the ‘Carrier Id’ set. If a ‘Trailer Id’ is then selected it will be assigned to the first stop of the trip; this is because only the ‘Trailer Id’ of the first stop of the trip is displayed in the screen.

The pre-population and maintenance of the resources for the trip will follow the functionality of the ‘poplist’ display type of the ‘Carrier Id’ regardless of whether it is set to be ‘freetext’; this means that the resources may only be selected from the details displayed and none may be entered as ‘freetext’.

It will be ensured that all details for the selection of resources are not marked as inactive. If the ‘Driver Id’ (i.e. ‘Surname’ and ‘Forename’), ‘Tractor Id’ and ‘Trailer Id’ are assigned to a ‘Trip Id’ for the ‘Schedule’ that is concurrent with the ‘Trip Id’ selected then the records will be highlighted in grey (i.e. ‘bold’) so that the users know that there is a restriction present; therefore, the layout of the screen will not be changed to include an ‘Allocated’ column.

The ‘Status’ of a ‘Trip Id’ may be progressed to ‘TENDERED’ from ‘PLANNED’ without ‘Driver Id’ (i.e. ‘Surname’ and ‘Forename’), ‘Tractor Id’ and ‘Trailer Id’ assigned but it must have a ‘Carrier ID’ and a ‘Start Time’ set.

The ‘Status’ of a ‘Trip Id’ will be changed so that it may be progressed to ‘ACCEPTED’ from ‘PLANNED’ or ‘TENDERED’ without ‘Driver Id’ (i.e. ‘Surname’ and ‘Forename’), ‘Tractor Id’ and ‘Trailer Id’ assigned but it must have a ‘Start Time’ set. Note that this new validation will be applied throughout MTS.

The ‘Status’ of a ‘Trip Id’ may be progressed to ‘EN-ROUTE’ from ‘PLANNED’ or ‘ACCEPTED’ but not without ‘Driver Id’ (i.e. ‘Surname’ and ‘Forename’), ‘Tractor Id’ and ‘Trailer Id’ assigned, therefore the validation for the progression to ‘ACCEPTED’ may be removed.

Scope

This change will be applied to system version 10.6 on CONTST and once approved CONPRD. This form will be applicable to all MTS environments, as the nature of this change is an addition to functionality and will reduce input time.