Daily Plans define the work to be done on a specific date. To view a list of Daily Plans, from the top menu bar click Plans then Daily Plans; the form displays a list of current and previous Daily Plans.
Trips on the Daily Plan
To view a list of Trips on the Daily Plan click Trips on the row of the Plan Date; the form displays a list of Trips on the Daily Plan. Trips can be added, changed, or deleted on Daily Plans with a status of Ready. Daily Plans with a status of Closed have been completed and cannot be changed.
New Trip on the Daily Plan
To add a new Trip to a Daily Plan click New Trip. A form is displayed to create a new Trip. Default values are populated from the Trip Defaults – if necessary, change information in the form and click OK to save. For more information read the training about Trip Defaults.
Edit Trips on the Daily Plan
To edit a Trip on a Daily Plan click Edit in the Actions column on the row of the Trip. A form is displayed to change the information which is the same as the one used to create a New Trip. Click OK to save changes or Delete to delete the Trip from the Daily Plan.
Jobs on the Daily Plan
To view a list of Jobs on the Daily Plan click Jobs on the row of the Plan Date; the form displays a list of Jobs on the Daily Plan. Jobs can be added, changed, or deleted on Daily Plans with a status of Ready. Daily Plans with a status of Closed have been completed and cannot be changed.
New Job on the Daily Plan
To add a new Job to a Daily Plan click New Job; the form is displayed to create a new Job – all three fields are required fields. To upload Jobs using a CSV file click Upload Jobs. For more information read the training about Uploading Jobs.
| Job ID | Enter a Job identification number. |
| Location | Search for or select the Location of the Job. |
| Work Time | Enter the amount of time required to complete the Job. |
| Earliest Arrival | The earliest time of day when a vehicle may arrive at this location. |
| Latest Arrival | The latest time of day when a vehicle may arrive at this location to start work. |
| Delivery Weight | |
| Delivery Cube |
Edit Job on the Daily Plan
To edit a Job on a Daily Plan click Edit in the Actions column on the row of the Job. A form is displayed to change the information which is the same as the one used to create a New Job. Click OK to save changes.
