Schedule
The OPERATOR type user is the one who manages the current activity, in terms of schedules, etc., meaning that he has at his disposal a series of operations, respectively those described below.
WATER TRANSPORTATION
Schedule
In the SCHEDULING module you will be able to define and manage transports by using their ShipmentID (SID). To manage the SID records, follow the instructions below:
Add SID
- Press on Scheduling from the left menu
- Press on the Add SID button
- Fill in the fields in the following steps:
- Route Details - Convoy details, location details
- Convoy - Navigation, ship, operation types and transport data
- Additional Data - Operator data, files and other instructions
- Press on the Save button
Import SID
- Press on Scheduling from the left menu
- Press on the triangle icon inside the Add SID button and press the Import .xlsx button
- Select the .xlsx file for import from the Choose file field or press the button next to the Download XLSX template to download a .xlsx file model to use for filling in the data that will be used for import (ATTENTION: it is important to keep the format data)
- Select the .xlsx file for import from the Choose files field and press the Save button
Schedule SID via Drag&Drop
- Press on Scheduling from the left menu
- Search for a SID and then perform a drag&drop operation by placing the SID on one of the available timeslots and release the button.
- The system will update the timeslot for that SID, send information (mail or SMS) to the contact data in the SID and update the status of the old timeslot (from which the initially reserved period will be deducted) and the new timeslot (it will add the respective period)
Edit SID
- Press on Scheduling from the left menu
- Press on the eye icon inside the SID card
- Fill in the fields in the following steps:
- Route Details - Convoy details, location details
- Convoy - Navigation, ship, operation types and transport data
- Additional Data - Operator data, files and other instructions
- Press on the Save button
Check-In and Check-Out SID
- Press on Scheduling from the left menu
- Press on the Check-In or Check-out inside the SID card
- Press on the Confirm button to confirm the check-in or the check-out for the SID
Accept and Reject SID
- Press on Scheduling from the left menu
- Press on the Accept or Reject inside the SID card and do following actions:
- Accept the SID - Press on the Add manually or Save button to accept the SID
- Reject the SID - Press on the Confirm button to confirm the rejection of the SID
- If the dock for the created SID has the auto-approve option enabled, the accept / reject step for the SID is skipped.
Edit SID
- Press on Scheduling from the left menu
- Press on the eye icon from a schedule
- Fill the displayed fields until the end and press NEXT
- Allocate the time interval for the transport and press the Next button
- The system will update the timeslot for that SID, send information (mail or SMS) to the contact data in the SID and update the status of the old timeslot (from which the initially reserved period will be deducted) and the new timeslot (it will add the respective period)
Delete SID
- Press on Scheduling from the left menu
- Press on the eye icon from a schedule
- Press on the trash can icon from a schedule
- Press on the Delete button to confirm the deletion of the schedule
- The system will update the timeslot for that SID, send information (mail or SMS) to the contact data in the SID
Search & Filter SIDs
- Press on Scheduling from the left menu
- From the top of the list, Press on different icons to filter or to bring up the advanced search and fill in specific data in the existing fields to search or filter existing SID records
Transfer SID
- Press on Scheduling from the left menu
- Press on the double arrow icon from a schedule
- Select the type of transfer: Agent company, Maneuvering company, Captain
- Choose one of the option from the existing list and press the Save button
Restrict SID
- Press on Scheduling from the left menu
- Press on the watch icon from a schedule
- Choose one of the option from the existing list and press the Save button
RAILWAY TRANSPORTATION
Dashboard
View Dashboard
- Press on Dashboard from the left menu
Schedule
In the SCHEDULING module you will be able to define and manage transports by using their ShipmentID (SID). To manage the SID records, follow the instructions below:
Add SID
- Press on Scheduling from the left menu
- Press on the Add SID button
- Fill in the fields in the following steps:
- Route Details - Convoy details, location details
- Wagons - Navigation, ship, operation types and transport data
- Additional Data - Operator data, files and other instructions
- Press on the Save button
Import SID
- Press on Scheduling from the left menu
- Press on the triangle icon inside the Add SID button and press the Import .xlsx button
- Select the .xlsx file for import from the Choose file field or press the button next to the Download XLSX template to download a .xlsx file model to use for filling in the data that will be used for import (ATTENTION: it is important to keep the format data)
- Select the .xlsx file for import from the Choose files field and press the Save button
Schedule SID via Drag&Drop
- Press on Scheduling from the left menu
- Search for a SID and then perform a drag&drop operation by placing the SID on one of the available timeslots and release the button.
- The system will update the timeslot for that SID, send information (mail or SMS) to the contact data in the SID and update the status of the old timeslot (from which the initially reserved period will be deducted) and the new timeslot (it will add the respective period)
Edit SID
- Press on Scheduling from the left menu
- Press on the eye icon inside the SID card
- Fill in the fields in the following steps:
- Route Details - Convoy details, location details
- Wagons - Navigation, ship, operation types and transport data
- Additional Data - Operator data, files and other instructions
- Press on the Save button
Check-In and Check-Out SID
- Press on Scheduling from the left menu
- Press on the Check-In or Check-out inside the SID card
- Press on the Confirm button to confirm the check-in or the check-out for the SID
Accept and Reject SID
- Press on Scheduling from the left menu
- Press on the Accept or Reject inside the SID card and do following actions:
- Accept the SID - Press on the Add manually or Save button to accept the SID
- Reject the SID - Press on the Confirm button to confirm the rejection of the SID
- If the dock for the created SID has the auto-approve option enabled, the accept / reject step for the SID is skipped.
Edit SID
- Press on Scheduling from the left menu
- Press on the eye icon from a schedule
- Fill the displayed fields until the end and press NEXT
- Allocate the time interval for the transport and press the Next button
- The system will update the timeslot for that SID, send information (mail or SMS) to the contact data in the SID and update the status of the old timeslot (from which the initially reserved period will be deducted) and the new timeslot (it will add the respective period)
Delete SID
- Press on Scheduling from the left menu
- Press on the eye icon from a schedule
- Press on the trash can icon from a schedule
- Press on the Delete button to confirm the deletion of the schedule
- The system will update the timeslot for that SID, send information (mail or SMS) to the contact data in the SID
Search & Filter SIDs
- Press on Scheduling from the left menu
- From the top of the list, Press on different icons to filter or to bring up the advanced search and fill in specific data in the existing fields to search or filter existing SID records
Transfer SID
- Press on Scheduling from the left menu
- Press on the double arrow icon from a schedule
- Select the type of transfer: Agent company, Maneuvering company, Captain
- Choose one of the option from the existing list and press the Save button
Restrict SID
- Press on Scheduling from the left menu
- Press on the watch icon from a schedule
- Choose one of the option from the existing list and press the Save button
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