Bay Diary (Front) View
Note: The Bay Diary Configuration screen is accessible through clicking the Cog icon to the left of the header.
When the screen is first started, the current day's bookings are shown.
Hovering the mouse over the Help icon in the screen header will display the legend for the different bookings in the Bay Slots Table (below).
Note: The colours for each status default to those shown above, but may be styled differently as part of your implementation of the Bay Diary system.
Clicking on this Help icon will take you to this Calidus Assist system help (if configured).
The screen displays a header consisting of:
- Current Depot - if multiple depots/warehouses are being controlled by your user, then you can select the depots from the drop-dwon list here by clicking on the depot name.
- Date - the main navigation element of this screen. The user should select the current date for operation on the day. Users taking and creating bookings should select the date required for the booking before checking the slots. When selecting a date, a pop-up calendar will be displayed. When clicking on a date, the screen will immediately show the bookings for that date.
- A Booking Search bar
- Reports selectors (covered in section Bay Diary Reports)
- A Summary bar
The Summary bar shows the summary counts for the day, based on the bookings created for the bays on that day, consisting of:
- Expected Vehicles In/Out
- Expected Pallets In/Out
- Expected Cartons In/Out
A table of all configured Bays and Slots will be displayed in the Bay Slot table, with all slots ready for booking. Any created bookings will be indicated in the Booking slot (the cell), coloured as per the legend. Hovering over the booking will display some information in a pop-up. This information is configurable for the user or warehouse through the configuration screen.
To add a new booking, double-click on an empty slot and the Booking screen will be displayed with no details, ready for a booking to be created.
To edit or view an existing booking, double-click on the slot itself - the booking will be displayed in the Booking screen.
To quickly see and amend some details of a booking, click the booking slot - the details will be displayed in the Quick Update view in the top right of the screen.
Quick Update View
Hovering over a booking slot will display a small Update view in the top-right of the Diary screen, as follows:
Some details of the selected booking are displayed at this time slot, and this allows the user to quickly set the status and take some actions.
You can add or remove details from the booking view using the Configuration screen.
Editable Fields:
- Confirm Status - a drop-down list of the available statuses. This may be used to quickly arrive or complete a booking at the gatehouse.
- Arrival Time - the Arrival time to be keyed in when setting the status to Arrived. The time will be automatically populated with the current time in this case, but may be modified.
- Departure Time - the Departure time to be keyed in when setting the status to Processed. The time will be automatically populated with the current time in this case, but may be modified.
When all details are entered, click Save Changes to save the details or Close to abandon them.
Several buttons are provided on this Update view.
Click the Move button to move the booking to a new date and time, or bay - fields will be displayed for this purpose. Click Confirm to confirm the move.
Click the Repeat button to repeat this booking many times. Fields will be displayed for this purpose, allowing the Repeat interval to be specified (Daily, Weekly or Monthly) and the number of Times to repeat this booking. Click Confirm to submit the repeat booking.
If an email is required to be sent to the recipients on arrival or completion, this can be achieved through clicking the Send Email button, which will then send a confirmation email directly.
If at Arrived status, the popup screen will display a Print Ticket button - clicking this will open a print for an arrival ticket.
