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Home Page Highlighting Check Calls and Appointments

Contents Required Check Call Frequency Setup: ........................................................................... 2

User Override Setup ................................................................................................................ 4

Missed Check Call Highlight Functionality: .................................................................... 5

User Override Functionality: ................................................................................................ 8

Highlights Based on Appointment Setup: ..................................................................... 10

Highlights Based on Appointment Functionality (Examples): .............................. 11

Covered ............................................................................................................................ 11

Dispatched...................................................................................................................... 13

At Pickup ......................................................................................................................... 15

Loaded .............................................................................................................................. 17

At Consignee ................................................................................................................. 19

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Required Check Call Frequency Setup:

• In the Company Setup File, a new field “Required Check Call Frequency” has been added to the Dispatch sub-section.

• A value between 1-24 must be entered in this field to activate the Highlight features:

• 1-24 represents the default required check call frequency for

customers in hours. o Placing a 1 in this field would indicate that, by default, customers

require a check call every 1 hour. o Placing a 24 in this field would indicate that, by default,

customers require a check call every 24 hours.

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• In the Customer Profile, a new field “Required Check Call Frequency (1-24)” has been added to the Dispatch sub-section

• 1-24 represents the required check call frequency for customers in

hours. • This field allows users to enter Customer-specific check call

frequencies, which will override the default established in the Company Setup File.

• If this field is left blank for a customer, the system will use the default frequency established in the Company Setup File.

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User Override Setup

• In the User Setup File, a new permission “Allow Disable Highlight” has been added to the Dispatch sub-section:

• If this setting is set to Y, the user will be able to disable the home

page highlights using the option within the shipment. • If this setting is set to N, the user will not be able to disable the

highlights.

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Missed Check Call Highlight Functionality:

• For example purposes, the Company Setup File “Required Check Call Frequency” has been set to 24 hours. This enables the feature.

• Customer A has the Customer Profile “Required Check Call Frequency

(1-24)” set to 4 hours:

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• Current time is 14:34 Eastern Time on 5/8/18. • On Pro #72741, the last check call was made at 10:20 in New York

(Eastern Time). This is 4 hours and 14 minutes prior to the current time, and therefore exceeds the Required Check Call Frequency for

this customer (4 hours):

• On the home page, this shipment is highlighted, indicating the shipment requires a check call:

• Assume the current time is still 14:34 Eastern Time on 5/8/18. A

check call was added at 14:30 in New York (Eastern Time). This is 4 minutes prior to the current time, and therefore is within the

customer’s required check call frequency:

• On the home page, the shipment is no longer highlighted

• Time arithmetic for latest check call adjusts for local time at the check call location.

• Customer A has the Customer Profile “Required Check Call Frequency (1-24)” set to 4 hours

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• Current time = 13:02 Eastern Time on 5/8/18

• A check call was made at 07:00 in Boulder CO (Mountain Time). This is

equivalent to 9:00 Eastern Time, which is 4 hours and 2 minutes prior

to current time and therefore exceeds the Required Check Call

Frequency for this customer. The load is highlighted on the home

screen (72740):

• Current time = 13:02 Eastern Time on 5/8/18

• A check call was made at 07:45 in Boulder CO (Mountain Time). This is

equivalent to 9:45 Eastern Time, which is 3 hours and 17 minutes

prior to current time and therefore is within the customer’s required

check call frequency. The load is not highlighted on the home screen

(72740):

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User Override Functionality:

• In the User File for User1, “Allow Disable Highlight” is set to No:

• When User1 opens any shipment, they are not able to select “Disable Highlight” option:

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• In the User File for User2, “Allow Disable Highlight” is set to Yes:

• When User2 opens any shipment, they are able to select “Disable

Highlight”:

• Once selected, that shipment will no longer be highlighted on the

home page:

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Highlights Based on Appointment Setup:

• For example purposes, the Company Setup File “Required Check Call Frequency” has been set to 24 hours. This enables the feature.

• Loads on the home screen will be highlighted based on status update

times in comparison to appointment times: o Covered: If the current time is within 1 hour or less of Pickup

Appointment time, highlight row in Yellow o Dispatched: If the current time is past the Pickup Appointment

time, highlight row in Dark Yellow o At Pickup: If current time is greater than 2 hours past Pickup

Appointment time, highlight row in Purple

o Loaded: If current time is past Delivery Appointment time, highlight row in Blue

o At Consignee: If current time is greater than 2 hours past Delivery Appointment time, highlight in Orange

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Highlights Based on Appointment Functionality

(Examples):

Covered

• If the current time is within 1 hour or less of Pickup

Appointment time, highlight row in Yellow • Pro # 72539: added check call for today, this way the user knows the

shipment is not highlighted for that reason:

• Appointment set for 57 Minutes after current time (13:40 EST). The

load is highlighted on the home screen due to the upcoming

appointment (within 1 hour).

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• User has permission to ‘Disable Highlight’. Selected that option on this

shipment. Shipment is no longer highlighted on home screen:

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Dispatched

• If the current time is past the Pickup Appointment

time, highlight row in Dark Yellow • Pro # 55424: added check call for today, this way the user knows the

shipment is not highlighted for that reason:

• Current time= 13:56 EST, appointment set for 13:55 EST (1 minute in

the Past), load is highlighted on home screen:

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• User has permission to ‘Disable Highlight’. Selected that option on this

shipment. Shipment is no longer highlighted on home screen:

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At Pickup

• If current time is greater than 2 hours past Pickup

Appointment time, highlight row in Purple • Pro 55298: added check call for today, this way the user knows the

shipment is not highlighted for that reason:

• Current time= 14:03 EST. Pickup Appt. set for 12:00 today (2 hours

and 3 minutes have passed since appt time). Load is highlight on

home screen:

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• User has permission to ‘Disable Highlight’. Selected that option on this

shipment. Shipment is no longer highlighted on home screen:

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Loaded

• If current time is past Delivery Appointment time,

highlight row in Blue • Pro 55094: added check call for today, this way the user knows the

shipment is not highlighted for that reason:

• Current time=14:28 EST. Delivery Appointment set for 14:27 (1

minute has passed since Appt time). Load is highlighted on home

screen:

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• User has permission to ‘Disable Highlight’. Selected that option on this

shipment. Shipment is no longer highlighted on home screen:

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At Consignee

• If current time is greater than 2 hours past Delivery

Appointment time, highlight in Orange • Pro 72733: added check call for today, this way the user knows the

shipment is not highlighted for that reason:

• Current time=14:35 EST. Delivery Appointment set for 12:33 (2 hours

and 2 minutes have passed since Appt time). Load is highlighted on

home screen:

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• User has permission to ‘Disable Highlight’. Selected that option on this

shipment. Shipment is no longer highlighted on home screen: