Template Plans are used to specify a set of Trips that are to be placed on a daily work plan. To view a list of existing Template Plans, from the top menu bar click Plans then Template Plans; the form displays a list of current Template Plans.
Create Daily Plan
To create a Daily Plan for a specific date, click Create Daily Plan on the row of the Template to be used; in the form displayed enter a Plan Date and click OK. Every day a Daily Plan is created from a Template Plan at a specific time; the Daily Plan creation time is set up in the User Profile – for more information about the User Profile read the training about Hello – Your User Profile.
Create New Template Plan
To create a new Template Plan click New Template Plan from the Template Plans form, enter a name for the template in the Plan Code field, select the days of the week and whether this will be the default template, and click OK to save.
Edit the Template Plan
To edit the Template Plan click Edit on the row of the Template; edit the name of the plan and select or deselect days of the week and click OK to save changes.
Trips on the Template Plan
To view a list of Trips to be assigned to the Daily Plan click Trips on the row of the Template.
New Trip on the Template Plan
To add a new Trip to the Template 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.
| Trip Code | Enter a name for the identification of the Trip. This is a required field. |
| Admin Group | If Admin Groups are being used, select the Admin Group for this Trip. |
| Origin Location | Location where Trip begins each day, may be a company depot or warehouse or specific starting point for a driver. This is a required field. |
| Destination Location | Location where Trip ends each day, may be the same location as Origin Location. This is a required field. |
| Start Time | Time Vehicle departs from Origin Location. This is a required field. |
| Straight Time | Number of hours in the normal working day for which regular hourly rate is paid. This is a required field. |
| Overtime | Number of hours in excess of Straight Time which may be worked and for which overtime or hourly rate in excess of regular rate is paid. |
| Vehicle | If a specific Vehicle is assigned to the Trip, select the Vehicle. |
| Worker | If a specific Worker is assigned to the Trip, select the Worker. |
| Cost per Use | Cost to use the truck – includes daily safety inspection cost, paperwork cost, and vehicle overhead. |
| Cost per Mile | Cost to operate the truck – includes fuel, maintenance, tires, brakes, battery, and other scheduled maintenance or repair costs. |
| Cost per Regular Hour | Regular hourly pay. |
| Cost per Overtime Hour | Overtime, holiday, premium pay. |
| Max Weight | Maximum cargo weight capacity of the Vehicle. |
| Max Cube | Maximum cubic area capacity of the Vehicle. |
Edit Trip on the Template Plan
To edit a Trip on the Template 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 Template Plan.
Template Plans can be edited but cannot be deleted; Trips can be deleted from Template Plans.