DispatchHowto < Cargooffice

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---+ Dispatch Howto

Content: %TOC{depth="4"}%

---++ Where to find
   * The Dispatch System is in your Backoffice -> Fleet Management


---++ General description of the Dispatch Form
   * The Dispatch Form shows a left frame and a right frame.
   * The left frame shows the drivers with their assigned jobs and the right frame the jobs to do.
   * The aim is to assign jobs to drivers by selecting one or more jobs on the right and a driver on the left and then click the [dispatch] button.
   * Both frames can be enlarged to the full width of the screen by dragging the divider-bar or by clicking the [ < ] or [ > ] buttons.<br><br><A HREF="%ATTACHURL%/dispatch01.jpg"><img src="%ATTACHURLPATH%/dispatch01.jpg" title="Sample Dispatch Form (click to enlarge)" width="400" border="0"/></A><br>(click to enlarge)

---++ Job Handling

---+++ Add new jobs
   * By using the [new job] button you can add a new jobs to the right frame.<br>(Normally new jobs are entered by clients or are received by EDI) .<br><br><A HREF="%ATTACHURL%/dispatch10_en.png"><img src="%ATTACHURLPATH%/dispatch10_en.png" title="Add new job (click to enlarge)"  width="400"></A><br>(click to enlarge)

---+++ Assign jobs
   * Select one or more jobs on the right and select a driver on the left and click the [dispatch] button.<br><br><A HREF="%ATTACHURL%/dispatch01.jpg"><img src="%ATTACHURLPATH%/dispatch01.jpg" title="Sample Dispatch Form (click to enlarge)" width="400" border="0"/></A><br>(click to enlarge)<br><br>

   * For each assigned job two black triangles show op behind the drivers name, one for the pick-up and one for the delivery.
   * A assigned job automatically disappears from the right frame.
   * For distribution jobs it is possible to assign just the delivery. This reduces the number of triangles. Use one of the other two [dispatch] buttons for this purpose (it is also possible to assign just the pick-up).
   * If the driver uses a pda or mobile data terminal the colour of the triangles will change depending on the status of the job. Ultimately the colour green tells us that the job was successfully completed. Every other colour tells us that something is wrong.
   * Clicking on one of the triangles shows the details of a job including all status changes. (Netscape and Mozilla users: click twice).<br><br><A HREF="%ATTACHURL%/dispatch2_en.png"><img src="%ATTACHURLPATH%/dispatch2_en.png" title="Assigning jobs (click to enlarge)" width="400"/></A><br>(click to enlarge)


---+++ Drag a job to another day or to another driver
   * It is possible to drag a triangle to another day. Just drop it on the small arrow symbol directly in front of the day name. The delivery date (or pick-up date) date will be changed accordingly.
   * It is also possible to drag a triangle to another driver. Just drop it on the small arrow symbol directly in front of the driver's name. The delivery (or pick-up) will be assigned to the new driver automatically.
   * Please note that the pick-up triangle can be dragged independently from the delivery triangle and inadvertently be assigned to a different driver. However, this might be exactly what the planner wants, for instance in cases where trailers are switched to other drivers.<br><br><A HREF="%ATTACHURL%/dispatch4_en.png"><img src="%ATTACHURLPATH%/dispatch4_en.png" title="Drag job (click to enlarge)"  width="400"></A><br>(click to enlarge)<br>
__Note:__
<b>Netscape and Mozilla users are not able to 'drag' symbols. In stead they must click the two symbols one after another (first click the triangle and then click the drop symbol).</b>


---+++ Un-assign jobs
   * To un-assign a job from a driver just 'drag' the triangle to the [un-assign job] button in the right upper corner of the left frame. The job shows up in the right frame again so that it can be re-assigned to a different driver.<br><br><A HREF="%ATTACHURL%/dispatch3_en.png"><img src="%ATTACHURLPATH%/dispatch3_en.png" title="Remove job (click to enlarge)" width="400"></A><br>(click to enlarge)

---+++ Update job
---++++ Change job details
   * To edit the job details you can drag a triangle to the [edit] button which is next to the [remove job] button in the upper right corner of the left frame. The job details will appear and can be changed. 
   * In the right frame there is a small blue edit symbol which can be clicked to change job details from that frame.<br><br><A HREF="%ATTACHURL%/dispatch7_en.png"><img src="%ATTACHURLPATH%/dispatch7_en.png" title="Update job details (click to enlarge)" width="400"></A><br>(click to enlarge)

---++++ Add invoice- and profit-loss data
   * Use the 'Update Job Details' procedure described before to call the 'job details' form.
   * Click the 'profitloss' tab.
   * Fill out the form and add charges and expenses for the job.
   * The charges you enter will return on the invoice.<br><br><A HREF="%ATTACHURL%/dispatch8_en.png"><img src="%ATTACHURLPATH%/dispatch8_en.png" title="Add invoice- and profit-loss data (click to enlarge)" width="400"/></A><br>(click to enlarge)
 
---++++ Split a job
   * Use the 'Update Job Details' procedure described before to call the 'job details' form.
   * Click the [Split] button. 
   * The data for the new (split off) job appear, you can change this to whatever the new job has to be.
   * After hitting the [Submit] button, the details of the original job reappear so that you can change these too.
   * You can always recall and edit the details of both jobs again by using the two grey tabs on top of the Job Details Form.<br><br><A HREF="%ATTACHURL%/dispatch9_en.png"><img src="%ATTACHURLPATH%/dispatch9_en.png" title="Split job (click to enlarge)" width="400"></A><br>(click to enlarge)

---+++++ Examples for splitting jobs
   1 The shipment is too large for one vehicle:
      * Click the [Split] button, change the quantity for the new (split off) shipment and hit the [Submit] button.
      * The original shipment reappears where you have to change the quantity too.
   1 The job is split into two separate trips:
      * Click the [Split] button, change the pick-up address for the second trip and hit [Submit].
      * The original shipment re-appears where you change the delivery address for the first trip.
   1 The driver could not pick-up all the goods:
      * Click the [Split] button, change the quantity for the new (split off and still to do) job and hit the [Submit] button. If necessary you can directly change the pick-up date here too. 
      * The original job re-appears where you change the original quantity into the actual picked-up quantity.
      * The new (split off and still to do) job appears in the right frame so that it can be assigned to another driver or the same driver for the next day.


---+++ Select specific jobs
   * By using the [Settings] button in the right frame you can select jobs with certain characteristics.<br><br><A HREF="%ATTACHURL%/dispatch14_en.png"><img src="%ATTACHURLPATH%/dispatch14_en.png" title="Select specific jobs (click to enlarge)" width="400"></A><br>(click to enlarge)

---+++ Select a driver group
   * By using the [Settings] button in the left frame you can select a specific group of drivers (only possible if you assigned a group name to drivers).<br><br><A HREF="%ATTACHURL%/dispatch11_en.png"><img src="%ATTACHURLPATH%/dispatch11_en.png" title="Specific driver group (click to enlarge)"  width="400"></A><br>(click to enlarge)

---+++ Print job list
   * When all jobs for a particular driver are assigned, the driver job list can be printed.
   * Select the driver(s) and click the [driver job list] button.<br><br><A HREF="%ATTACHURL%/dispatch5_en.png"><img src="%ATTACHURLPATH%/dispatch5_en.png" title="Print job list (click to enlarge)" width="400"></A><br>(click to enlarge)
 
---+++ Close trip
   * When all jobs for a particular driver are completed they can be removed at once from the dispatch form by closing the trip.
   * Select the driver(s) who's trips can be closed and click the [close trip] button.<br><br><A HREF="%ATTACHURL%/dispatch6_en.png"><img src="%ATTACHURLPATH%/dispatch6_en.png" title="Close trip (click to enlarge)" width="400"></A><br>(click to enlarge)
 
---++ Driver Handling
---+++ Add new drivers
   * You can add new drivers or edit existing drivers through the tab 'Drivers' on top of the screen.<br><br><A HREF="%ATTACHURL%/dispatch12_en.png"><img src="%ATTACHURLPATH%/dispatch12_en.png" title="Add / modify drivers (click to enlarge)" width="400"></A><br>(click to enlarge)<br><br>
   * By using the [add driver] button you can add new drivers.
   * The details of a driver can be edited by selecting a driver en hitting the edit button.
   * Here you can also assign a group name to a driver.<br><br><A HREF="%ATTACHURL%/dispatch13_en.png"><img src="%ATTACHURLPATH%/dispatch13_en.png" title="Assign group name (click to enlarge)" width="400"></A><br>(click to enlarge)

---++ Remarks
   * The columns in the right frame are selectable, you can choose what data is displayed here:<br>Backoffice -> Track & Trace Systeem -> Settings -> ttinfolistcolumns.
<br><br>
-- Main.HenkRoelofs - 10 Oct 2005

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	dispatch10_en.png	r1	manage	70.0 K	2005-10-11 - 08:27	RutgerRutgers	Add new job
png	dispatch11_en.png	r1	manage	62.5 K	2005-10-11 - 08:30	RutgerRutgers	Specific driver group
png	dispatch12_en.png	r1	manage	60.8 K	2005-10-11 - 08:31	RutgerRutgers	Add / modify drivers
png	dispatch13_en.png	r1	manage	67.7 K	2005-10-11 - 08:35	RutgerRutgers	Assign group name
png	dispatch14_en.png	r1	manage	83.1 K	2005-10-11 - 08:37	RutgerRutgers	Select specific jobs
png	dispatch1_en.png	r1	manage	83.7 K	2005-10-10 - 14:41	RutgerRutgers	Dispatch Buttons
png	dispatch2_en.png	r1	manage	87.5 K	2005-10-10 - 14:48	RutgerRutgers	Assigning jobs
png	dispatch3_en.png	r1	manage	72.2 K	2005-10-11 - 08:02	RutgerRutgers	Remove Job
png	dispatch4_en.png	r1	manage	69.9 K	2005-10-11 - 08:04	RutgerRutgers	Drag job
png	dispatch5_en.png	r1	manage	79.7 K	2005-10-11 - 08:11	RutgerRutgers	Print driver job list
png	dispatch6_en.png	r1	manage	76.9 K	2005-10-11 - 08:20	RutgerRutgers	Close trip
png	dispatch7_en.png	r1	manage	80.3 K	2005-10-11 - 08:22	RutgerRutgers	Update job details
png	dispatch8_en.png	r1	manage	89.5 K	2005-10-11 - 08:24	RutgerRutgers	Add invoice- and profit-loss data
png	dispatch9_en.png	r1	manage	84.0 K	2005-10-11 - 08:25	RutgerRutgers	Split job

Topic revision: r13 - 2007-01-05 - HenkRoelofs