Adding Additional Filters On Crew Dashboard Scheduling Calendar And Resource Calendar To Filter Transportation Time Bars

Content was last updated in 06.01.05-00

Revision History

As per the new enhancement, user has now an option to filter Transportation details on Crew Dashboard (Scheduling) Calendar and Resource Calendar. The Transportation details gets filtered based on the following filters.

• Event ID: The filtered data displays both the Booking line time bars and Transportation time bars.

• Event Name: The filtered data displays both the Booking line time bars and Transportation time bars.

• Order ID: The filtered data displays both the Booking line time bars and Transportation time bars.

• Order Description: The filtered data displays both the Booking line time bars and Transportation time bars.

• Location: The filtered location data displays both the Booking line time bars and Transportation time bars.

• Vehicle: The filtered data displays the Transportation time bars to which Resource is assigned (applicable only for Transportation).

• Trailer: The filtered data displays the Transportation time bars to which Resource is assigned (applicable only for Transportation).

• Transportation ID: The filtered data displays the Transportation time bars to which Resource is assigned (applicable only for Transportation).

• Transportation Description: The filtered data displays the Transportation time bars to which Resource is assigned (applicable only for Transportation).

• Resource (Driver): The filtered data displays for both the booking lines and transportation time bars

• Site: The data displays for both the booking lines and transportation.

The following are the new filters added in order to filter the transportation details and by Default, these filters will be available in the Filter settings section. User can select required filters from filter settings to make it as a default filter.

• Vehicle

• Trailer

• Transportation  ID

• Transportation Description

The following filters are existing filters which from now on displays the Booking Line time bars and Transportation time bars as well.

• Event ID

• Event Name

• Order ID

• Order Description

• Labor Type (Driver)

• Site

• Location

Pre-requisites

• Create an Order in R2 application, add items to the Order, and fill the Items.

• Add Labor Positions and Assign EWT for the Order.

• Assign Resources to the Labor positions.

• In Warehouse module> Transportation logistics > book the driver availability for the created Order.

Make sure Ship Date and Est. Return Date is entered in Transportation Logistics Details window as shown below

          Figure 1.0: Enter Ship Date and Est. Return Date

Sample Workflow

1. In R2 Labor, Planning> Crew, click Calendar.

2. Click the Filter icon and the transportation data can be filtered as shown below. See Details to view the filter options available to filter transportation data.

3. Order ID: Enter the Order ID in the filters section and the related booking line data and transportation data displays in the time bars.

Figure 2.0: Enter the Order ID and the respective data filters out which includes both booking line and Transportation data

• Event ID: Enter the Event ID in the filters section and the related booking line data and transportation data displays in the time bars.

Figure 2.1: Enter the Event ID and the respective data filters out which includes both Order bars and Transportation bars

Vehicle: Enter the Vehicle Number in the filters section as shown below. The related transportation data displays in the time bars.

Figure 2.2: Enter the Vehicle Number and the respective Transportation data filters

In the same way, rest all the filters displays the related bars based on the filter used.

The above enhancement is supported to the General Dashboard- Scheduling Calendar. All the filters that are listed in above are available in General Dashboard- Scheduling Calendar also.

Figure 2.3: Scheduling Calendar