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.
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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.
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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.
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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.
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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.
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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.
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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.
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Template Plans can be edited but cannot be deleted; Trips can be deleted from Template Plans.