|
PLANNING OVERVIEW |
This screen gives you an overview of all planning items of the vehicles you follow up.
● The upper part of the screen contains a collapsible Advanced filter, where you can filter on trip status and name. Note that the status filter only applies to the parent level (trip or place level).
● The lower part of the screen contains a period filter, a search field and a data grid with all the planning information.
● The data are automatically refreshed every 2 minutes. However, the automatic refresh can be switched off in consultation with the project engineers and the customer. In this case, you can use the Refresh button every 5 minutes. Note: If the hour next to "Latest refresh" changes every 2 minutes, your data are automatically refreshed. If not, you will have to refresh your data manually.
● In the bottom right corner, you can see the Create new trip button.
|
VISUALIZATION |
|
GeoFencing alarm |
GeoFencing alarm assigned to the location |
||
|
Activity |
Planning activity |
GeoFencing type (radius) |
GeoFencing radius |
|
Anomalies |
Anomalies entered by the driver |
Location |
Location assigned to the planning activity, cf. Location |
|
Time of start trip / place |
Max. duration activity |
||
|
Comment |
Comment added during creation of the planning |
Pallet info |
Pallet info from the question path |
|
Created by |
Dispatcher who created the planning |
The planned time of arrival for the selected place, cf. Planned time of arrival |
|
|
Customer code |
Customer code added during creation of the planning |
Route |
Route assigned to the selected place |
|
Customer name |
Customer name added during creation of the planning |
Sales price |
The sales price for the selected place |
|
Departure |
End time of the planning activity |
Shipper |
Shipper code added during creation of the planning |
|
Driver |
Driver to whom the planning was sent |
Starting mileage |
Mileage at the start of the planning activity |
|
Driver autofilter |
Autofilter field in "Driver management" |
Status |
Cf. "Status" column |
|
Driver info |
"Confirmed" icon |
Trip / Place |
Trip / place name |
|
End mileage |
Mileage at the end of the planning activity |
Vehicle |
Vehicle to which the planning was sent |
|
ETA alarm |
Cf. ETA alarm |
Vehicle autofilter |
Autofilter field in "Vehicle management" |
|
Extra info |
Extra info from the question path |
The Trip / Place column provides a hierarchical tree view of every planning item. In this hierarchical view, the planning items are shown in the color that corresponds to their status. Furthermore, the place activities are visualized by an icon. These icons can be managed under Settings > Management > Activities / Registrations.
● In the drop-down list in the right part of the screen, several options are available. Depending on whether a trip, a place or a product is selected, the following options are available:
|
Options on trip level |
|
|
Show trip on map |
The Map module opens and gives you the following information: ● The travelled route ● The route points of the trip with their status ● The current position of the vehicle Furthermore, it is possible to convert or export the route. |
|
Cancel trip |
The trip will be cancelled. Please note that you will not be asked to confirm. |
|
Edit trip information |
Edit the sales price of the trip. |
|
Duplicate trip |
Make a duplicate of the trip. Remark: If the planned time of the place is in the future, it will be copied. If it is in the past, the planned time will not be copied. |
|
Optimize trip stop sequence |
Optimize and order the stops in a trip. The location of stops gets rearranged in the planning grid. Details of the updated stops will be shared with the driver for executing the assigned trip. |
|
Options on place level |
|
|
Show place on map |
The Map module opens and shows the place with extra information in the tooltip.
|
|
Set as next stop |
The Next stop screen opens. Set the selected place as a next stop for the selected or other vehicles. |
|
Assign location |
Assign a specific location to the selected place. This can be an address or a POI that is followed by the user. |
|
Add route |
Add a route to the place. Click here for more info. |
|
Cancel place |
The place will be cancelled. Please note that you will not be asked to confirm. |
|
Edit place information |
Here you get the possibility to edit the:
|
|
Options on product level |
|
|
Cancel product |
The product will be cancelled. Please note that you will not be asked to confirm. |
The Status column shows the status of every item. There are 5 possibilities:
|
|
|
|
|
|
|
|
|
|
● In the Departure, Arrival, Anomalies, Pallet info and Extra info columns, you can find the 
icon. When clicking on this icon, you get extra information.
For the Departure and Arrival columns, this "Consultation info" window contains start and stop information on the completed trip.
For the Anomalies, Pallet info and Extra info columns, the window contains information that was added by the driver on his on-board computer.
Related topics: How do I send planning
indicates that the driver has consulted the planning item
