FS 281363 New CTMS Execution Screen
OBS Logistics Ltd
New C-TMS Execution Screen
CALIDUS C-TMS
25th October 2011 - 0.1
Reference: FS 281363
Contents
Functional Overview
Client Requirement
A new UI for a new Drivers Execution screen. Functionality required has been agreed between Tony Walker and Pete Crane, working from the One Network requirements document.
Solution Overview
A new Execution screen will be created.
The screen will allow all of the functionality of the existing Trip Debrief screen, plus modifications to allow for:
- Extended ODO entry
- Driver Briefing
- Driver Exception Handling
The screen will be optimised for each trip status, showing the user the necessary data entries for each step, depending on the status of the order.
Extensive use of popups will be used to ensure that the entry of the data is a seamless as possible, directing the user to enter the data in as close a way to the operational requirement as possible.
An increased auditing level will be added, as well as Load ID visibility, to allow users to see how the new functionality would integrate into the existing process.
The styling of the product will approach DHL standards and colour schemes, to show the styling capability of the new product UI.
Scope
This is a prototype, showing the capability. There is a simplified database in use in the back-end, with demonstration data. It is unlikely that updating data will be required but, where possible, the prototype will incorporate this.
Set-up
Pre-requisites
Menu Structure
Data
C-TMS Execution Screen
Screen requests Schedule and Trip as it does now. Trip should be allowed entry through autocomplete if no schedule has been selected (fuzzy match on trip ID).
Selecting a trip displays panels based on the status of the trip:
- Planned
- Accepted
- En Route
- Complete
- Debriefed
- Confirmed
Planned
Entry button to show status of trip, allowing change to next status only.
If change to next status, check that the General information has been entered – if not, popup validation forcing entry as below.
Accordion panel, general is displayed.
Accordion Panel contains tab panel with General information:
- Line 1
- Trip Ref – display
- Carrier – display only
- Del Type – display only
- Owning Depot – display only
- Line 2
- Vehicle – entry with DDL
- Driver – entry with DDL
- Button to enter crew if desired. If crew entered, display immediately.
- Crew 1 – entry with DDL
- Crew 2 – ditto
- Line 3
- Button to enter instructions. If instructions entered, display immediately.
- Save button.
User must enter Vehicle and Driver (faint colour on entry box background). Crew and instructions are optional.
Saving this will prompt the user to change status to Accepted.
Accordion Panel (closed) with ability to see order details grid:
- Stop
- Load Location
- Stop
- Unload location
- Cust Ref
- Planned qty, weight and Volume
- Load Number
All display only
Panel (not part of accordion) with Grid of Stops under tab panel, showing:
- Stop #
- Planned arrival and depart date and time,
- Actual arrival and depart date and time.
- Type (Collection or Delivery)
- Location
- Distance - cumulative
- Drive Mins - cumulative
- Trailer Type – Same for all stops
- Trailer ID – Same for all stops
- Activities – blank
All display only
Accepted
Entry button to show status of trip, allowing change to next status only.
If change to next status, check that the Driver Brief and Despatched Quantities information has been entered – if not, popup validation forcing entry as below (automatically switching between tabs/accordions as necessary.
Accordion display First accordion panel, two tabs, general (from above) then
Driver Brief panel (open)
Some questions with tick box and entry:
- Keys given to driver
- Advise of route and vehicle
- Advise of TLC drops of Traffic Issues
- Check Driving License
- Enter shift start time - time entry only.
- Ops 13 checks carried out
All are required.
Save button.
User must enter all values. Validation popups if not entered.
Saving this will prompt the user to change the status to En Route.
Accordion Panel (closed) with ability to see order details grid as above, plus Despatched quantities:
- Stop
- Load Location
- Stop
- Unload location
- Cust Ref
- Planned and despatched qty, weight and Volume, UOMs together
- Load Number
Despatched quantities must be entered.
Button under despatched quantities to allow all to be set to planned quantities (if not already entered).
Panel (not part of accordion) with Grid of Stops under tab panel as above.
En Route
Entry button to show status of trip, allowing change to next status only.
If change to next status, check that the Order Quantities and Trip Times have all been been entered – if not, popup validation forcing entry as below.
Accordion display First accordion panel (closed), three tabs, General, Driver Brief (from above) then: Driver ODO:
- Grid showing
- Date
- Time
- Type (Start/End/Fuel)
- Mileage
- Fuel onboard
Save button
Can add records at any time for any type.
Second accordion panel (open) with ability to see order details grid as above, plus Delivered quantities:
- Stop
- Load Location
- Stop
- Unload location
- Cust Ref
- Planned, despatched and Delivered qty, weight and Volume, UOMs together
- Load Number
Delivered quantities must be entered.
Button under delivered quantities to allow all to be set to despatched quantities (if not already entered).
Panel (not part of accordion) with Grid of Stops under tab panel as above.
Actual arrival and depart date and time for each stop can be entered. Only first ones can be entered.
On entry of first stop's actual arrival/depart date and time, check whether delivered quantities entered for all orders to that stop. If not, pop open an entry grid for the orders only, forcing entry of quantities. When entered, update orders panel above.
Once first entered, can save - that's OK.
Button under Actual Dates/Times to set to Planned (if not already set)
When all quantities and dates entered, prompt user whether they want to change status to Completed.
Completed
Entry button to show status of trip, allowing change to next status only.
If change to next status, check that the Driver Debrief information has been entered – if not, popup validation forcing entry as below (automatically switching between tabs/accordions/popups as necessary.
Accordion display First accordion panel (open), four tabs, General, Driver Brief, Driver ODO (from above) then:
Driver Debrief tab: Checklist of items:
- Ops 13 Carried out
- Defect Found
- Tick Vosa Checked Vehicle
- Update Fleet Compliance Check List
- Button to show Driver Discrepancies
- Checkbox to show discrepancies dealt with
- Shift End Time entry
Save button
Driver Discrepancies pops up a window showing:
All numbered discrepancies (for now, late arrivals and departs) in a grid.
Under that, a box to enter driver comments.
Save button
When all data entered, ask user whether they want the status to go to Debriefed.
Debriefed
Entry button to show status of trip, allowing change to next status only.
If change to next status, check that the POD information has been entered – if not, popup validation forcing entry as below (automatically switching between tabs/accordions/popups as necessary.
Accordion display
As above, with Orders panel (shown) allowing entry of POD at end of grid - all other items display only.
Trips panel can now be closed as part of the accordion.
Confirmed
Entry button to show status of trip, allowing change to next status only.
If change to next status, confirm if no payment information entered.
Accordion display
As above, but with Finance tab (part of general accordion) shown: Show grand total of payments and button to add new payments.
Trips panel closed as part of the accordion.
Appendix A: Document References
A.1 References
| Ref No | Document Title & ID | Version | Date |
| 1 | Reference1 | 0.1 | 01/01/2011 |
A.2 Glossary
| Term or Acronym | Meaning |
|---|---|
| Ad Hoc | A task instigated on the device (spec. Ad Hoc Pallet Move), rather than a task instigated from the WMS and Stock Control. |
| Advice Note Number | An external reference linked to a Goods Receipt. |
| Aisle | A component of a location; usually a space through rows of racking or storage locations; a collection of locations; |
| Anchor Point | A starting location for a search for a suitable storage location; auto-putaway location suggestion start point. |
| Area | A collection of aisles; an area in the warehouse for a particular purpose. |
| Batch | A production batch of a product; a quantity of product that is considered to have the same characteristics; |
| Bay (Warehouse) | A physical loading or unloading point for the warehouse. |
| Bay | A component of a location; usually a space between uprights in racking, comprising several levels (horizontal beams). |
| Block Stack | A stable stack of pallets. |
| Bulk | Bulk storage; Usually full-pallet storage areas, racked or stacked. |
| Cancellation | The facility to cancel a task due to some problem, identified by the user when performing the task. |
| Check Digit | A short code, usually randomly generated and stored against a location, used to help identify that a user is at the right location before they proceed with a warehouse task. |
| CSV | Character-separated values; a text file with multiple rows and values, usually separated with commas. |
| C-WCS | CALIDUS WCS, the name of the OBS Logistics Warehouse Control system |
| C-WMS | CALIDUS WMS, the name of the OBS Logistics Warehouse Management system |
| Dead Leg | A movement of a truck without a pallet; wasted resource. |
| Despatch | The final physical stage of an order; handover of goods to the haulier. |
| Drive-In | A drive-in location, typically multi-level, multi-deep location. |
| Dual Cycling | Processes utilizing P&D locations for interleaving tasks in and out of specific areas, reducing dead leg movements. |
| Exchange | Specifically Pick Exchange or Task Exchange. The process of allowing a user to select a different pallet in a multi-pallet location and exchanging the expected pallet for this one. If the pallet is planned for another task, task exchange will complete this task instead of the expected one first. If the pallet is not planned, pallet exchange will swap the pallet (if suitable). |
| GR; GRN | Goods Receipt; Goods Receipt Number or Note |
| High Bay | Typically tall (greater than 5 level) racking, usually full pallet storage, usually Narrow Aisle. |
| JIT | Just In Time; processes designed to trigger at the last instant. |
| KPI | Key Performance Indicator. |
| Level | A component of a location; usually the vertical compartments of an area, delineated by horizontal beams. |
| Loading | The act of loading pallets onto a vehicle. |
| Location | A uniquely identified space in the warehouse for storage of product. There are many types, most commonly Floor locations (for example, Marshalling, Inbound), Racking or Bulk Storage Locations and Pick faces. |
| Manifest | The contents of a vehicle or container. |
| Marshalling | The act of bringing pallets for an order or load together; an area to do so. |
| Multi-deep | A location with 2 or more pallets stored sequentially i.e. only one can be accessed at a time. |
| NA | Narrow Aisle; usually any area in the warehouse that is restricted access due to space limitations, Narrow Aisles have associate P&D locations. |
| P&D | Pick-up and Drop-off locations; locations used to control the handover of pallets between distinct areas, for example between chambers and the wider area of the warehouse. |
| PI; Perpetual Inventory | The act of continuously checking locations in a warehouse, identifying and correcting product quantity issues. Usually used in Bulk environments rather than Pick Faces. In pick faces, this process is called is called Residual Stock Balance and usually takes place after picking from a pick face. |
| Pick Face | A location designed for picking part of a pallet of stock. Usually a low- or ground-level location. |
| Pick List (order) | The instructions to pick pallets or cases from locations; the paper report associated to this; the stage of preparing these instructions; the sending of these instructions to WCS. |
| PO | Purchase Order. |
| Pre-advice; Goods Receipt Pre-advice | An advanced notification of what is being received. Part of a manifest. Pre-advices can be stock and quantity, or individual pallet level. |
| Putaway | The physical move of a pallet to a storage location as a result of receiving it into the warehouse. |
| RAG | Acronym for Red/Amber/Green, a traffic light colouration system depicting (in sequence) Errors, Warnings or Informational messages. Usually used in operational monitoring to effectively display when certain processes are not working as expected. |
| RDT | Radio Data Terminal. |
| Replen; Replenishment | The act of moving product (usually a pallet) from bulk storage to a pick face. |
| Reposition | The facility to change the location of a movement or putaway when at the final destination, sue to some issue discovered when performing the task. |
| RF | Radio Frequency; An RF device is an RDT, typically used by CALIDUS WCS for executing warehouse tasks. |
| SCR; CR | Software Change Request. |
| Short Pick | The process of not fulfilling an order due to failure to identify sufficient product when picking. May also be used as a term to indicate Short Allocation. |
| SO | Sales Order. |
| Truck Types | Plants, Mechanical Handling Equipment. For example, Reach trucks, Counter-balance trucks, pallet riders, etc. |
| UOM | Unit of Measure. |
| WA | Wide Area; usually any area in the warehouse that is not restricted access due to space limitations, for example, floor areas, not Narrow Aisle. |
| WCS | Warehouse Control System |
| WMS | Warehouse Management System |
A.3 Authorised By
Rev1 | Rev1 Title | _____________________________ |
