2. Using detention alerts The Detention Tracking feature keeps your dispatchers on top of potentially expensive situations. When a driver’s arrival is actualized manually or via a TotalMail form, the system begins tracking the time spent at the stop. If the departure is not actualized within the time allowed for the customer, dispatchers are notified immediately that the detention time has exceeded the tolerance: In Dispatch, the system activates an alert signal for the trip in the Planning Worksheet and the Trip Folder Stop Detail grid. The color of the indicator corresponds to the detention status of the trip: Gray The driver is en route from one stop to the next. The indicator displays in gray in two situations: The arrival at the first stop has not been actualized. The departure from a stop is complete, but the arrival at the next stop has not been actualized. Green The arrival at a stop has been actualized, but tolerances for yellow alerts, red alerts and autobilling have not been exceeded. Yellow The Minutes to Alert value for the stop type has elapsed. Red The Minutes to Detention value for the stop type has elapsed. For TotalMail users, detention alert messages can be sent to the dispatchers assigned to monitor the trip’s progress, as well as to the customer. Information on setting up automatic detention alerts is provided on the following pages: Configuring the system for automatic detention alerts ........................................................................................ 2.3 Activating automatic detention alerts .............................................................................................................. 2.3 Scheduling the stored procedure as a recurring job.................................................................................. 2.3 Using General Info Table settings to configure TotalMail for Detention Tracking ...................................... 2.10 Activating the automatic Detention Alert feature .................................................................................. 2.10 Specifying your time zone information .................................................................................................. 2.11 Having TotalMail check for excessive detention ................................................................................... 2.13 Daylight Savings Time Codes reference list .......................................................................................... 2.14 Verifying that TotalMail Agent Sourcing is active ....................................................................................... 2.15 Setting up the Detention Alert form .............................................................................................................. 2.16 Importing forms using the standard TotalMail form editor .................................................................... 2.17 Importing forms using the TotalMail Advanced Form Editor ............................................................... 2.20 Sample detention alert e-mail message .................................................................................................. 2.23 Specifying the global defaults for detention tolerances ................................................................................. 2.24 Setting global defaults for yellow alert tolerances ................................................................................. 2.24 Setting global defaults for red alert tolerances ....................................................................................... 2.26 Recording a company’s detention alert information .......................................................................................... 2.27 How the system determines a stop’s yellow alert tolerance .............................................................................. 2.35 How the system determines a stop’s red alert tolerance .................................................................................... 2.37 How changes to an order, company profile, or the General Info Table affect tolerances .................................. 2.38 Disabling detention tracking when a driver arrives too early or too late ........................................................... 2.38 TMW Systems, Inc. 81901214 Rev. 4/2016 2.1 TMWSuite Detention Tracking Using detention alerts Understanding how fields in the Trip Folder Stop Detail grid are used for detention tracking ......................... 2.39 Viewing detention alerts in Dispatch ................................................................................................................. 2.42 How detention alerts are shown in the Trip Folder's Stop Detail grid ........................................................... 2.42 Viewing detention alerts in the Planning Worksheet's Available Trips grid ................................................. 2.42 Viewing detention alerts on the Planning Worksheet's Tractor/Trip Segment tab ........................................ 2.44 2.2 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Configuring the system for automatic detention alerts To configure the system to check for excessive detention time automatically, you must schedule the tmail_DetentionPolling stored procedure as a recurring job. This stored procedure is applicable for manual actualizations of arrivals and departures, as well as for actualizations via TotalMail forms. If you are a TotalMail user, you also must: Make entries in the TMWSuite General Info Table. Set up a TotalMail Detention Alert form and set it to Current. These tasks are described in the following subsections. Activating automatic detention alerts The running of the stored procedure is what activates the system to automatically alert you that detention is imminent or has occurred. The system uses the tmail_DetentionPolling stored procedure even if arrivals and departures are actualized manually rather than via a TotalMail form. Scheduling the stored procedure as a recurring job Using Enterprise Manager, set up a recurring job for the tmail_DetentionPolling stored procedure. This stored procedure checks for stops with actualized arrivals but no departures. It compares the time that has elapsed since the actualization with the yellow and red detention tolerances recorded for the stop company. If the elapsed time is greater than the yellow alert tolerance, the detention alert status is set, and TotalMail message(s) will be sent if TotalMail is configured to do so. 1. From the Start Menu, select the Programs command, Microsoft SQL Server subcommand, then the Enterprise Manager subcommand. The Enterprise Manager window will look similar to this: TMW Systems, Inc. 81901214 Rev. 4/2016 2.3 TMWSuite Detention Tracking Using detention alerts 2. Expand the folders until the Jobs option is shown, as in the following illustration. Highlight the Jobs File. Existing jobs display on the right side of the window. 3. From the Action menu, select New Job. 4. The General tab of the New Job Properties window is displayed. Make entries in these fields: Name Enter a job name. Owner Select the proper user ID for the database on which the job is to be run. Description Enter free-form text that explains the purpose of the job. 2.4 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts 5. Click the Steps tab. This window is displayed: 6. Click the New button. 7. The General tab on the New Job Step window is shown. Make the following entries: Step name Record a description of the step. Type The default is Transact-SQL Script (TSQL). Leave this as is. Database Select the database on which the job is to be run. TMW Systems, Inc. 81901214 Rev. 4/2016 2.5 TMWSuite Detention Tracking Using detention alerts Command Enter this command: tmail_DetentionPolling 168,'Y' Notes: 1. This stored procedure has two parameters. The value for the first parameter is an integer; the value for the second parameter is a character. You must enter the value for the second parameter enclosed in single quotation marks. For more information about this stored procedure, refer to the definition provided at the end of this section. 2. The suggested values of 168 and Y specify that the system is to check any stops that have been actualized in the last week, and for which the subsequent stop is not actualized. You may wish to use a lower number than 168 to have the system check trips a fewer number of days back. 8. Click OK. The Steps tab displays again. It reflects the entries you made in the New Job Step window: 9. Select the Schedules tab. 10. Click the New button. 2.6 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts 11. In the New Job Schedule window: Enter a job description in the Name field. In the Schedule Type section, be sure the Recurring radio button is selected. TMW Systems, Inc. 81901214 Rev. 4/2016 2.7 TMWSuite Detention Tracking Using detention alerts 12. Click the Change button. The Edit Recurring Job Schedule window is shown. Do the following: In the Occurs section, be sure the Daily radio button is selected. In the Daily section, leave 1 as the entry. In the Daily frequency section: A. Select the Occurs every radio button. B. Select 5 in the first field. C. Select Minutes in the second field. D. Leave the Starting at and Ending at fields at their defaults, as shown below. Note: Depending on your order volume, running the job every 5 minutes could result in performance issues if you are using the suggested value of 168 in the stored procedure command (see Step 7). If performance becomes an issue, you can change how often the job is run or how many hours back the system is to check for stops that have an actualized arrival but no actualized departure. In the Duration section: A. Record the first date the job is to run in the Start Date field. B. If necessary, select the No end date radio button. 2.8 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts 13. Click OK to save your entries and exit the Edit Recurring Job Schedule window. Continue to click OK until you have exited all other Job-related windows. The new job should now be listed with all other jobs that have been scheduled. A detailed definition of the stored procedure is provided here: Stored Procedure Function tmail_DetentionPoll ing This stored procedure can be scheduled to run every minute. It will look for stops that have arrived but not departed, and the maximum detention time stored in stops.stp_allowddet or that in cmp_PUPTimeAllowance and cmp_DRPTimeAllowance has been exceeded, and will create a TotalMail message asynchronously if configured to do so. Parameters are: @HrsToCheckDetention, int. 0 Pull all records that may need a detention alert >0 The number of hours to check for detention alerts. @MakeNextStopCheck char(1) Y Check if next stop’s arrival status is actualized. If it is, do not send an alert for this stop. N Do not look at next stop’s arrival status. Note: The suggested values of 168 and Y specify that the system is to check any stops that have been actualized in the last week, and for which the subsequent stop is not actualized. TMW Systems, Inc. 81901214 Rev. 4/2016 2.9 TMWSuite Detention Tracking Using detention alerts Using General Info Table settings to configure TotalMail for Detention Tracking If you are a TotalMail user, you must make these entries in the General Info Table before you can run the tmail_DetentionPolling stored procedure. Activating the automatic Detention Alert feature When the system determines that a detention situation exists, you can have TotalMail send a standard form to notify the Detention Contacts recorded in the appropriate company’s profile. By identifying the Detention Alert form, you tell the system to activate the Detention Alert feature. Key Name Function TMail_Det_Form This setting specifies the form ID for the TotalMail detention form. Identifying the form activates the automatic Detention Alert feature. Make your entry in the Integer1 field. To have the system show alerts in Dispatch but not send messages via TotalMail, you leave the field blank or enter 0 (zero). The detention status will change, i.e., the indicator on the Planning Worksheet will turn red, but no TotalMail message will be sent. Note: In addition to recording the form ID in the Integer1 field for this setting, you must also have the tmail_DetentionPolling stored procedure set up to run as a recurring job. If either part of the setup is missing, the automatic Detention Alert feature will not work. The default is to leave the field blank. 2.10 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Specifying your time zone information To ensure that the system accurately identifies detention situations, you must tell it what time zone you are located in and what time zone adjustments to make when calculating detention. Key Name Function MakeTZAdjustments This setting enables time zone adjustments within TMWSuite. Make your entry in the String1 field. Notes: 1. Time zone adjustments are supported by SQL2000 or later. They are not supported under SQL7. 2. Currently, only certain features and applications can make time zone adjustments within TMWSuite, e.g., Detention Tracking and TotalMail. To determine if a feature or application supports time zone adjustments, consult the documentation for that feature or application. The options are: SysTZ Y Time zone adjustments are enabled in TMWSuite for features or applications capable of making those adjustments. Notes: 1. To use this option, you must also enter the time zone settings of the TMWSuite database, using the SysTZ, SysTZMins, and SysDSTCode settings. 2. To use this option with TotalMail, the time zone settings of the TMWSuite database and the TotalMail agent machine must be identical. N Time zone adjustments are not enabled in TMWSuite. (default) Note: Using this option causes the SysTZ, SysTZMins, and SysDSTCode settings to be ignored. This setting tells TotalMail in which time zone the TMWSuite system server is located by specifying the number of hours from GMT (Greenwich Mean Time). For example, Ohio is 5 hours from GMT, California is 8 hours from GMT, etc. Make your entry in the String1 field. The default for this setting is 999, which disables time zone adjustments. Note: This setting is ignored if the MakeTZAdjustments key has a value of N in the String1 field. TMW Systems, Inc. 81901214 Rev. 4/2016 2.11 TMWSuite Detention Tracking Using detention alerts Key Name Function SysTZMins This setting tells TotalMail how many minutes to add to the SysTZ setting’s value to identify the system time zone. Note: Not all places are in time zones that are exactly one hour apart, such as Newfoundland and Afghanistan, which are half an hour (.5 hour) from the previous time zone. In this case, you would enter a value of 30 for this setting. Make your entry in the String1 field. The default for this setting is 0 (zero). Note: This setting is ignored if the MakeTZAdjustments key has a value of N in the String1 field. SysDSTCode This setting tells TotalMail what the Daylight Savings Time (DST) code is for the system time zone. Make your entry in the String1 field. The options are: -1 DST doesn’t apply 0 DST applies (default) 1 European Union DST rules apply 2 Brazilian DST rules apply Note: This setting is ignored if the MakeTZAdjustments key has a value of N in the String1 field. 2.12 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Having TotalMail check for excessive detention Occasionally, a driver may not send the macro actualizing his/her departure from a stop location when leaving the stop. To increase the accuracy of detention time calculation, you can set up TotalMail to check the truck’s location if the last GPS data is more than 10 minutes old. Note: When determining whether you want to use this portion of the Detention Tracking feature, remember that your mobile communications vendor will charge you each time TotalMail pings a tractor. Key Name Function TMail_Det_PingTrc GetNewGPSYN This setting determines whether TotalMail will automatically ping the truck to help determine if a detention situation still exists if its last GPS data is more than 10 minutes old. Make your entry in the String1 field. The options are: TMail_Det_LookN MinutesEarly Y Ping the truck if the last GPS data is more than 10 minutes old. N Do not ping the truck. (default) This setting tells TotalMail how many minutes before the driver will be accumulating detention time it should start requesting extra pings so that it can check if the tractor has already departed the stop location. Make your entry in the Integer1 field. The default for this setting is 0 (zero), which means TotalMail will not request extra GPS data to determine if the tractor has already departed the stop location. Notes: 1. This setting is ignored if the TMail_Det_PingTrcGetNewGPSYN key has a value of N in the String1 field. 2. TotalMail must have sighted the tractor at the stop location before it will start checking the GPS readings to determine if it has departed. If the GPS reading indicates the tractor has departed the stop location, no detention alert is sent. TMW Systems, Inc. 81901214 Rev. 4/2016 2.13 TMWSuite Detention Tracking Using detention alerts Daylight Savings Time Codes reference list Use the chart below to help determine the appropriate Daylight Savings Time Code for your entry in the SysTZ General Info Table setting. Region TimeZone DSTCode AddlMins US Ohio 5 0 0 US: Indianapolis 5 -1 0 US: Chicago 6 0 0 US: Denver 7 0 0 US: Arizona 7 -1 0 US: California 8 0 0 Canada: Newfoundland 3 0 30 Canada: Nova Scotia 4 0 0 Canada: Quebec 5 0 0 Canada: Manitoba 6 0 0 Canada: Saskatchewan 6 -1 0 Canada: Alberta 7 0 0 Canada: BC (Most) 8 0 0 England 0 1 0 France & Germany -1 1 0 Greece & Romania -2 1 0 Ukraine -2 1 0 Russia: Kaliningrad -2 1 0 Russia: Moscow -3 1 0 Russia: Vladivostok -10 1 0 Russia: Kamchatka -12 1 0 China -8 -1 0 Afghanistan -4 -1 -30 Brazil (Southeast) 3 2 0 Brazil (Northeast) 3 -1 0 Brazil (Southwest) 4 2 0 Brazil (Northwest) 4 -1 0 2.14 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Verifying that TotalMail Agent Sourcing is active TotalMail Agent Sourcing is activated on the TMXact Property page. To access the page, do the following: 1. The TotalMail Transaction Agent should be running on your agent machine. On that machine, locate the Transaction Agent. 2. Select Properties from the Options menu. 3. The TMXact Property page displays. Click on the Dispatch System tab. 4. Make sure the Enable Agent Sourcing of dispatch messages check box is selected. 5. Click OK to save any changes you may have made and close the TMXact Property Page. TMW Systems, Inc. 81901214 Rev. 4/2016 2.15 TMWSuite Detention Tracking Using detention alerts Setting up the Detention Alert form TMW provides a generic DetentionAlert form. The fields on the generic form provide the following information: Detention So Far The number of minutes since the driver sent the macro to record his arrival at the stop. Max Detention Allowed The number of free minutes allowed at the stop company. Company The ID of the company recorded on the stop at which the detention has occurred. Order The system ID of the order on which the detention has occurred. Note: The information provided by the generic DetentionAlert form is the same information that is provided when an e-mail notice of detention is sent to specified recipients. If desired, you can work with your TMW Support representative to have the form customized to meet your needs. Form customization is billable. 2.16 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Importing forms using the standard TotalMail form editor This section provides instructions for importing the form when you are using the standard form editor. 1. Start the TotalMail Viewer from your TotalMail Programs Group. 2. Verify that the Viewer is set up to use the standard form editor. A. Select the Viewer Options command from the Tools menu. The Viewer Options dialog box is displayed: B. Make sure the Use advanced form editor check box is cleared. C. Click Save to return to the Viewer. 3. To open the form editor, select the Form Definition command from the Compose menu. TMW Systems, Inc. 81901214 Rev. 4/2016 2.17 TMWSuite Detention Tracking Using detention alerts 4. The Available Form Definitions window is displayed. Right-click on the root folder. 5. Select Import Macro(s) from the pop-up menu that displays. 2.18 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts 6. The Import Forms dialog box is displayed. Verify that these settings are made: The Import Mobile Communication Types check box is cleared. The Renumber Form IDs radio button is selected in the Form ID Interaction portion of the window. The Import forms with current status as section of the window has the Working radio button selected. 7. Click the Browse button to navigate to the folder with the new form definition file. 8. Select the DetentionAlert.xml file and click Open. Note: If the DetentionAlert.xml file is not shown in the folder, contact your TMW Support representative. 9. Click Import to import the form. 10. Activate the new form as appropriate for your mobile comm vendor. 11. Close the Form Editor window. TMW Systems, Inc. 81901214 Rev. 4/2016 2.19 TMWSuite Detention Tracking Using detention alerts Importing forms using the TotalMail Advanced Form Editor This section provides instructions for importing the form when you are using the Advanced Form Editor. 1. Start the TotalMail Viewer from your TotalMail Programs Group. 2. Verify that the Viewer is set up to use the Advanced Form Editor. A. Select the Viewer Options command from the Tools menu. The View Options dialog box is displayed: B. Make sure the Use advanced form editor check box is selected. C. Click Save to return to the Viewer. 2.20 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts 3. To open the TotalMail Advanced Form Editor, select the Form Definition command from the Compose menu. 4. Select the Import command from the Forms menu. TMW Systems, Inc. 81901214 Rev. 4/2016 2.21 TMWSuite Detention Tracking Using detention alerts 5. The Import Forms dialog box is displayed. Verify that these selections are made: The Import Mobile Communication Types check box is cleared. The Renumber Form IDs radio button is selected in the Form ID Interaction section of the window. The Import forms with current status as section of the window has the Working radio button selected. 6. Click the Browse button to navigate to the folder with the new form definition file. 7. Select the DetentionAlert.xml file and click Open. Note: If the DetentionAlert.xml file is not shown in the folder, contact your TMW Support representative. 8. Click Import to import the form. 9. Activate the new form as appropriate for your mobile comm vendor. 10. Close the Form Editor window. 2.22 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Sample detention alert e-mail message If you have entered Internet e-mail addresses for recipients of detention alerts, the system takes information from your TotalMail Detention Alert form to create the e-mail message. Note: For a description of the information contained in the e-mail notification, see the section, Setting up the Detention Alert form. A sample message, based on the default form shown in the Setting up the Detention Alert form section, is shown here: Your company Your Bill To client 45 60 The TotalMail Detention Alert form can be customized to meet your needs. Form customization is billable. TMW Systems, Inc. 81901214 Rev. 4/2016 2.23 TMWSuite Detention Tracking Using detention alerts Specifying the global defaults for detention tolerances Four General Info Table settings allow you to specify separate yellow detention alert tolerances for pickups and drops and separate red detention alert tolerances for pickups and drops. Setting global defaults for yellow alert tolerances The system will use the global defaults for yellow alert tolerances when both of these conditions are true: No manual override has been entered in the Alloweddet field for a stop in the Stop Detail grid on the Trip Folder. Null values exist in the Minutes to Alert field in the company profiles for the Bill To company and the stop company. Key name Function DetentionPUPMins Alert This setting specifies the number of minutes a truck may be at a pickup stop before a yellow detention alert is triggered. When this tolerance is exceeded, the following occurs: The Detention indicator for the trip on the Planning Worksheet turns from green to yellow to signal that a detention situation is imminent. If configured to do so, TotalMail sends warnings to the parties designated as detention contacts in the Bill To company profile. In the String1 field, enter the number of minutes that you want as the global default. Notes: 1. This setting is used only when no value is obtained from the Bill To or stop company on the order, and the dispatcher has not entered a tolerance in the Alloweddet field for the stop in the Trip Folder Stop Detail grid. 2. This setting does not affect the autobilling of detention. 3. The default value for this setting is 999999, which equals about 2 years. This essentially disables yellow detention alerts. 4. A value of 0 (zero) is a valid entry indicating that no tolerance exists. A yellow alert will be issued immediately. 5. A value of –1 indicates that the system is never to issue a yellow alert for a pickup stop. 2.24 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Key name Function DetentionDRPMins Alert This setting specifies the number of minutes a truck may be at a delivery stop before a yellow detention alert is triggered. When this tolerance is exceeded, the following occurs: The Detention indicator for the trip on the Planning Worksheet turns from green to yellow to signal that a detention situation is imminent. If configured to do so, TotalMail sends warnings to the parties designated as detention contacts in the Bill To company profile. In the String1 field, enter the number of minutes that you want as the global default. DetentionDRPMinsAlert=999999 (default) Notes: 1. This setting is used only when no value is obtained from the Bill To or stop company on the order, and the dispatcher has not entered a tolerance in the AllowedDet field for the stop in the Trip Folder Stop Detail grid. 2. This setting does not affect the autobilling of detention. 3. The default value for this setting is 999999, which equals about 2 years. This essentially disables detention alerts. 4. A value of 0 is a valid entry indicating that no tolerance exists. Detention begins immediately. 5. A value of –1 indicates that the system is never to issue a yellow alert for a delivery stop. TMW Systems, Inc. 81901214 Rev. 4/2016 2.25 TMWSuite Detention Tracking Using detention alerts Setting global defaults for red alert tolerances The global default red alert tolerances are also used as the global default detention tolerances for autobilling. The system uses these global defaults when the company profiles for the Bill To company and the stop company have null values in the Minutes to Detention fields. You can specify separate tolerances for pickups and drops. Key name Function DetentionPUPMins Allowance This setting identifies the default pickup tolerance for red detention alerts and detention autobilling. In the String1 field, enter the number of minutes that you want as the global default. Notes: 1. The default value for this setting is 999999, which is about 2 years. If you want the default to be that no detention is to be computed, leave the value in the String1 field at 999999. 2. For autobilling, this setting applies only to Bill To companies that have the Allow Autobill check box selected in their company profiles. 3. If you set String1 to null, the system uses a value of –1. This means that red alerts and autobilling are disabled in situations where the company profiles for both the Bill To company and the pickup company have a null value in the Pickup Minutes to Detention field. DetentionDRPMins Allowance This setting identifies the default delivery tolerance for red detention alerts and detention autobilling. In the String1 field, enter the number of minutes that you want as the global default. Notes: 1. The default value for this setting is 999999, which is about 2 years. If you want the default to be that no detention is to be computed, leave the value in the String1 field at 999999. 2. For autobilling, this setting applies only to Bill To companies that have the Allow Autobill check box selected in their company profiles. 3. If you set String1 to null, the system uses a value of –1. This means that red alerts and autobilling are disabled for a situation where the company profiles for both the Bill To company and the drop company have a null value in the Drop Minutes to Detention field. 2.26 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Recording a company’s detention alert information Using the Additional Details window accessed from the company’s profile, you record the detentionrelated information for Bill To companies and stop location companies. The Additional Details window is accessed by clicking on the Additional Details in the lower right corner of the Company File Maintenance window: TMW Systems, Inc. 81901214 Rev. 4/2016 button, located 2.27 TMWSuite Detention Tracking Using detention alerts In the Detention section of the Additional Details window, make entries in the following fields: Send Alert Applicable for TotalMail users; determines whether TotalMail will send warning messages to the parties listed in the Detention Contacts field. If this check box is selected for the Bill To (or for the stop company if the check box is not selected for the Bill To), these messages are triggered when detention exceeds the yellow alert tolerances recorded in the Minutes to Alert fields. Notes: 1. This check box is cleared by default. 2. For details on how to configure TotalMail to send alert notices, see the Activating automatic detention alerts and Using General Info Table settings to configure TotalMail for Detention Tracking sections. 3. This check box has no affect on the Detention warning lights or autobilling. 2.28 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Start from Apply if Late Date/time the system is to use to start the detention clock for alerts and autobilling. The field is null (blank) by default. The options are: Arrival Start tracking detention from the time the driver's arrival at the stop is actualized. Earliest Start tracking detention based on the later of these two values: The date/time recorded in the Arrival field when the stop is actualized, or The Earliest date/time. Scheduled Appointment Start tracking detention based on the later of these two values: The date/time recorded in the Arrival field when the stop is actualized, or The earliest arrival date/time recorded for the stop's most recent scheduled appointment (SAP). If no SAP exists, the original Earliest arrival date/time recorded for the stop will be used. The functionality of this check box depends on the option selected in the Start from field. If you selected Arrival: The check box is disabled. If you selected Earliest: If the check box is cleared, detention alerts and autobilling are disabled if the driver’s Arrival time is after the latest acceptable arrival time, i.e., the time shown in the stop’s Latest field. If you selected Scheduled Appointment: If the check box is cleared, detention alerts and autobilling are disabled if the driver’s Arrival time is after the latest acceptable arrival time recorded for the scheduled appointment, i.e., the time shown in the Latest field for the most recent SAP event. If no SAP exists, the original Latest arrival date/time recorded for the stop will be used. Notes: 1. The Apply if Late check box is cleared by default. 2. If this check box is cleared in the Bill To company's profile but selected in the stop company's profile, the system uses the check box value from the stop company profile. TMW Systems, Inc. 81901214 Rev. 4/2016 2.29 TMWSuite Detention Tracking Using detention alerts Apply if Early The functionality of this check box depends on the option selected in the Start from field. If you selected Arrival: The check box is disabled. If you selected Earliest: If the check box is cleared, detention alerts and autobilling are disabled if the driver’s Arrival time is before the earliest acceptable arrival time, i.e., the time shown in the Earliest field. If you selected Scheduled Appointment: If the check box is cleared, detention alerts and autobilling are disabled if the driver’s Arrival time is before the earliest acceptable arrival time recorded for the scheduled appointment, i.e., the time shown in the Earliest field for the most recent SAP event. If no SAP exists, the original Earliest arrival date/time recorded for the stop will be used. Notes: 1. The Apply if Early check box is cleared by default. 2. If this check box is cleared in the Bill To company's profile but selected in the stop company's profile, the system uses the check box value from the stop company profile. 2.30 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Minutes to Alert: Pickup The entry in this field represents the yellow detention alert tolerance for pickups; the field is null by default. The system uses the date specified in the Start from field to start the clock for yellow alerts. Once the number of minutes specified has elapsed at a pickup site, the following occurs: The Detention indicator for the trip on the Planning Worksheet turns from green to yellow to signal that a detention situation is imminent. The Detention indicator for the pickup in the Trip Folder's Stop Detail grid turns yellow. If configured to do so, TotalMail sends warnings to the parties specified in the Detention Contacts field. Notes: 1. If a dispatcher makes a manual entry in the Alloweddet field for a stop, the system will never use the tolerance recorded in a company’s profile. 2. A value of 0 is a valid entry indicating that no tolerance exists. A yellow alert is needed as soon as the driver arrives. 3. A value of –1 indicates that the system is never to issue a yellow alert for a pickup stop. 4. A null value (leaving the field blank) is a valid entry. Null values are handled as follows: A. If an order’s Bill To company has a value in this field, the system uses it. B. If an order’s Bill To company has a null value in this field, the system checks the pickup alert tolerance recorded for the pickup company. If a value exists, it uses it. C. If the alert tolerance for the pickup company is a null value, the system checks the tolerance recorded in the DetentionPUPMinsAlert setting in the General Info Table. D. If the DetentionPUPMinsAlert setting is: Not null The system copies the tolerance specified to the AllowedDet field for the pickup stop. An alert is issued based on the number of minutes recorded in the AllowedDet field. Note: The default value for the setting is 99999, which essentially disables detention alerts. Null The system sets the stop’s AllowedDet field to –1. Unless it is overridden with a manual entry, no alert will ever be issued for the stop. 5. This field has no affect on red alerts or autobilling. TMW Systems, Inc. 81901214 Rev. 4/2016 2.31 TMWSuite Detention Tracking Using detention alerts Minutes to Alert: Deliver The entry in this field represents the yellow detention alert tolerances for deliveries; the field is null by default. The system uses the date specified in the Start from field to start the clock for yellow alerts. Once the number of minutes specified has elapsed at a delivery site, the following occurs: The Detention indicator for the trip on the Planning Worksheet turns from green to yellow to signal that a detention situation is imminent. The Detention indicator for the delivery in the Trip Folder's Stop Detail grid turns yellow. If configured to do so, TotalMail sends warnings to the parties specified in the Detention Contacts field. Notes: 1. If a dispatcher makes a manual entry in the Alloweddet field for a stop, the system will never use the tolerance recorded in a company’s profile. 2. A value of 0 is a valid entry indicating that no tolerance exists. A yellow alert is issued immediately. 3. A value of –1 indicates that the system is never to issue yellow alerts for a delivery stop. 4. A null value (leaving the field blank) is a valid entry. Null values are handled as follows: A. If an order’s Bill To company has a value in this field, the system uses it. B. If an order’s Bill To company has a null value in this field, the system checks the yellow alert tolerance recorded for the drop company. If a value exists, it uses it. C. If the yellow alert tolerance for the drop company is a null value, the system checks the tolerance recorded in the DetentionDRPMinsAlert setting in the General Info Table. D. If the DetentionDRPMinsAlert setting is: Not null The system copies the tolerance specified to the stop’s AllowedDet field. An alert is issued based on the number of minutes recorded in the AllowedDet field. Note: The default value for the setting is 99999, which essentially disables detention alerts. Null The system sets the stop’s AllowedDet field to –1. Unless it is overridden with a manual entry, no alert will ever be issued for the stop. 5. This field has no affect on autobilling. 2.32 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Minutes to Detention: Pickup The entry in this field represents the red detention alert and autobilling tolerance for pickups; the field is null by default. The system uses the date specified in the Start from field to start the detention clock. Once the number of minutes specified in this field has elapsed at a pickup site, the following occurs: The Detention indicator for the trip on the Planning Worksheet turns from yellow to red to signal that a detention situation exists. The Detention indicator for the pickup in the Trip Folder's Stop Detail grid turns red. If the Allow Autobill check box is selected, the system begins calculating detention charges automatically. Notes: 1. A value of 0 is a valid entry indicating that no tolerance exists. Red alerts and (if configured) autobilling begin immediately. 2. A value of –1 indicates that the system is never to autobill or issue red alerts for a pickup stop. 3. A null value (leaving the field blank) is a valid entry. Null values are handled as follows: A. If an order’s Bill To company has a value in this field, the system uses it. B. If an order’s Bill To company has a null value in this field, the system checks the alert tolerance recorded for the pickup company. If a value exists, it uses it. C. If the alert detention tolerance for the pickup company is a null value, the system uses the tolerance recorded in the DetentionPUPMinsAllowance setting in the General Info Table. D. If the DetentionPUPMinsAllowance setting is: TMW Systems, Inc. 81901214 Not null The system uses that entry as the alert tolerance. Null A value of –1 is used. This means that a red alert will never be issued for the stop. Rev. 4/2016 2.33 TMWSuite Detention Tracking Using detention alerts Minutes to Detention: Deliver The entry in this field represents the red alert and autobilling tolerance for drops; the field is null by default. The system uses the date specified in the in the Start from field to start the clock for detention. Once the number of minutes specified in this field has elapsed at a pickup site, the following occurs: The Detention indicator for the trip on the Planning Worksheet turns from yellow to red to signal that a detention situation exists. The Detention indicator for the delivery in the Trip Folder's Stop Detail grid turns red. If the Allow Autobill check box is selected, the system begins calculating detention charges automatically. Notes: 1. A value of 0 is a valid entry indicating that no tolerance exists. Red alerts and (if configured) autobilling begin immediately. 2. A value of –1 indicates that the system is never to issue red alerts or autobill for detention for a delivery stop. 3. A null value (leaving the field blank) is a valid entry. Null values are handled as follows: A. If an order’s Bill To company has a value in this field, the system uses it. B. If an order’s Bill To company has a null value in this field, the system checks the detention tolerance recorded for the drop company. If a value exists, it uses it. C. If the detention tolerance for the drop company is a null value, the system uses the tolerance recorded in the DetentionDRPMinsAllowance setting in the General Info Table. D. If the DetentionDRPMinsAllowance setting is: Detention Contacts Not null The system uses that entry as the detention tolerance. Null A value of –1 is used. This means no red alerts will occur. Enter the TotalMail IDs for recipients. To have a detention alert sent as an e-mail message, you must enter the appropriate Internet e-mail address. Multiple addresses must be separated by a semicolon. Do not include any spaces between multiple addresses. Note: The default is for detention alerts to be sent as TotalMail macros. If you want to also send them as e-mail messages, you must have the TotalMail E-mail Agent running. For more information on setting up the E-mail Agent, refer to the “Configuring the TotalMail E-mail Agent” chapter in the TotalMail System Administrator guide. 2.34 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts How the system determines a stop’s yellow alert tolerance The Alloweddet field, located in the Trip Folder Stop Detail grid, specifies the number of minutes a driver can remain at a stop before a detention alert is issued. As illustrated by this flowchart, the system conducts a hierarchal search to determine the value displayed in that field for a particular stop. TMW Systems, Inc. 81901214 Rev. 4/2016 2.35 TMWSuite Detention Tracking Using detention alerts In this illustration of a Bill To company’s detention settings, the yellow alert tolerance for pickups is set to 60 minutes. For drops, the tolerance is set to 100 minutes. When an order is created for the Bill To, these tolerances are copied to the Alloweddet fields for the pickups and drops. The following illustration shows how pickup and drop tolerances for the Bill To are displayed in the Stop Detail grid on the Trip Folder. Because alert tolerances were specified in this Bill To’s profile, the system did not need to look at the tolerances recorded for the stop companies, and it did not need to check the global detention alert tolerances in the General Info Table. Note: Manual entries in the Alloweddet field always take precedence over any other tolerance settings. 2.36 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts How the system determines a stop’s red alert tolerance Because the Trip Folder does not display tolerances for red alerts and autobilling, there is no way to override them in Dispatch. The system conducts this hierarchal search to determine when a detention situation exists. TMW Systems, Inc. 81901214 Rev. 4/2016 2.37 TMWSuite Detention Tracking Using detention alerts How changes to an order, company profile, or the General Info Table affect tolerances A dispatcher has the option to change a stop’s yellow alert tolerance. If he overrides the existing tolerance manually in the Alloweddet field, that tolerance remains fixed. Regardless of any subsequent changes made to the Bill To or stop company, it will not be updated automatically. The yellow detention tolerance for a stop may be changed dynamically during the order save process if a manual entry has not been made in the Alloweddet field. Updates to a stop's red and autobilling detention tolerances also may occur during the order save process. Automatic tolerance updates occur if: The dispatcher changes the Bill To or stop company for the order. Detention tolerances are changed on the Bill To or stop company’s profile. A change is made to a global default for a detention tolerance; the new tolerance will be applied if the detention tolerance for both the Bill To and stop is null. Each time an order is saved, the system repeats the hierarchical search for applicable tolerances and makes changes automatically as needed. Disabling detention tracking when a driver arrives too early or too late The Earliest and Latest fields for a stop identify the time frame in which the driver is expected to arrive. Trucking companies may not track detention if the driver arrives outside this window of time. You can use these check boxes to specify how detention is to be handled if the driver arrives too early or too late: Apply if Early Determines how detention alerts and autobilling are to be handled when a driver arrives sooner than the Earliest date. If the check box is cleared, the system will not start tracking detention even when the Earliest time passes. If the box is selected, the detention will be tracked as soon as the Earliest time passes. This is the default. Note: This check box is not available if the Start from field is set to Arrival. 2.38 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Determines how detention alerts and autobilling are to be handled when a driver arrives after than the Latest date. Apply if Late If the check box is cleared, detention tracking is disabled when a driver arrives after the Latest time. This is the default. If the check box is selected, the system will track detention even if a driver arrives after the Latest time. Note: This check box is not available if the Start from field is set to Arrival. Note: By contract with a Bill To, a trucking company may be prohibited from tracking detention if a driver arrives outside the window specified by the Earliest and Latest times. To turn off detention tracking for such situations, clear both the Apply if Early and Apply if Late check boxes. Understanding how fields in the Trip Folder Stop Detail grid are used for detention tracking The illustration below shows a portion of the Stop Detail grid on the Trip Folder. The fields relevant to detention are displayed. The fields’ relationships to detention are described in the following table. Note: In this table, all fields marked with an asterisk (*) are located in the Detention section of the Additional Details window. The Additional Details window is accessed from the Company File Maintenance window. Definition Field Name How it’s used for yellow detention alerts and TotalMail warnings How it’s used for red detention alerts How it’s used for autobilling Event Indicates whether the You can set up separate stop is a pickup or a tolerances for pickups and drop. drops. Same. Same. Company Identifies the company where the stop occurs. Same. Same. TMW Systems, Inc. 81901214 You can set up pickup and drop tolerances for companies. Note: Tolerances are recorded in the Note: Tolerances are *Minutes to recorded in the *Minutes to Detention fields. Alert fields. Rev. 4/2016 Note: Tolerances are recorded in the *Minutes to Detention fields. 2.39 TMWSuite Detention Tracking Using detention alerts Field Name Earliest Date Definition How it’s used for yellow detention alerts and TotalMail warnings Earliest time allowed The system uses this date to for the arrival, as start the detention clock if: agreed upon by the You selected Earliest or customer. Earliest Appointment in the *Start from field and How it’s used for red detention alerts How it’s used for autobilling Same. Same. The driver arrived earlier than the Earliest time and the *Apply if Early check box is selected. Latest Date Latest time allowed for the arrival, as agreed upon by the customer. If the *Apply if Late box is cleared and the driver arrives after the stop’s Latest time, no detention will apply. Same. Same. Arrival Date Date that the driver The system uses this date to arrived at (or is start the detention clock if: expected to arrive at) You selected Arrival in the stop. the *Start from field. Same. Same. You selected Earliest or Earliest Appointment in the *Start from field, and one of the following is true: The driver arrived after the Earliest time but before the Latest time. The driver arrived earlier than the Earliest time and the *Apply if Early check box is selected. The driver arrived after the Latest time and the *Apply if Late box is selected. 2.40 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts How it’s used for yellow detention alerts and TotalMail warnings How it’s used for red detention alerts How it’s used for autobilling Indicates whether the Same conditions as noted arrival occurred. The above for *Arrival Date. The detention clock does options are: not begin until the Arrival is E actualized. The time is When the tolerance is estimated. The exceeded: driver has not arrived yet. The Detention light A changes to yellow. The time is actual. TotalMail sends The driver has detention warnings, if arrived. configured to do so. Same conditions as noted above for *Arrival Date. The detention clock does not begin until the Arrival is actualized. Same conditions as noted above for *Arrival Date. The detention clock does not begin until the Arrival is actualized. When the tolerance is exceeded, the Detention light changes to red. When the tolerance is exceeded, calculation of detention charges begins. Same. Same. When the Arrival has been actualized, the detention clock continues to tick until the Departure time is actualized. When the Arrival has been actualized, the detention clock continues to tick until the Departure time is actualized. When the red alert tolerance is exceeded, the Detention light turns red. When the departure time is actualized, the clock for autobilling stops. Definition Field Name Est Used to track the length of Departure Date that the driver left (or is expected to time that a driver remains at Date a stop after the detention leave) the stop. clock has begun. Dep Indicates whether the When the Arrival has been departure occurred. actualized, the detention clock continues to tick until The options are: the Departure time is E actualized. The time is If the alert tolerance is estimated. The driver has not left exceeded, the Detention light turns yellow. It yet. remains yellow until one of A the following occurs: The time is actual. The Departure time is The driver has actualized, at which point left. the light turns gray. The red alert tolerance is exceeded, at which point the light turns red. When the Departure is actualized, the Detention light turns gray to indicate the driver is en route to the next stop. Allowed Det The minutes shown here represent the yellow alert tolerance. For information on what happens when the tolerance is exceeded, see the explanation for the Dep field. No relevance; the field only applies to yellow alerts. The red alert tolerance is not displayed in the Trip Folder. No relevance; the field only applies to yellow alerts. The autobilling tolerance is not displayed in the Trip Folder. Detention indicator The color indicates the stop's detention status. The yellow alert tolerance has been exceeded— detention is imminent. The indicator displays in yellow. The red alert tolerance for the stop has been exceeded. A detention situation exists. The autobilling tolerance for the stop has been exceeded. A detention situation exists. Detention charges are accruing. TMW Systems, Inc. 81901214 Rev. 4/2016 2.41 TMWSuite Detention Tracking Using detention alerts Viewing detention alerts in Dispatch Both the Trip Folder and the Planning Worksheet show detention alert information. Note: If you are using a grid configuration that was created and saved in an earlier version of TMWSuite, these columns will not display. You must create new configurations to display the columns. For instructions on creating a new grid configuration, refer to the Trip Folder and Planning Worksheet guides. How detention alerts are shown in the Trip Folder's Stop Detail grid In the Trip Folder Stop Detail grid: The Alloweddet column shows the yellow alert tolerance recorded for the order’s Bill To company. The Det column displays the indicator that shows the detention status of the stop. The Detention light shows in green when the stop is actualized but there is no detention situation. Viewing detention alerts in the Planning Worksheet's Available Trips grid The system determines detention time by comparing the yellow alert tolerance that applies for the stop and the time elapsed since the driver arrived at a stop. If the number of detention minutes exceeds the tolerance, an alert signal is activated in the Planning Worksheet's Available Trips grid. When the arrival at the stop has not been actualized, the Detention light is gray. The Detention light shows in gray when the trip has not started. 2.42 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214 Using detention alerts Once the arrival at the stop has been actualized, if no detention has been detected for a trip, the Detention light is green. The Detention light shows in green when the stop is actualized but there is no detention situation. When the driver’s detention time exceeds the yellow alert tolerance allowed for the stop: The system changes the Detention warning light from green to yellow. TotalMail sends notification messages to detention contact(s) listed in the Additional Details window. The Detention light shows in yellow when a detention situation is imminent. When the driver’s detention time exceeds the red alert tolerance allowed for the stop, a detention situation exists: The Detention light shows in red when a detention situation exists. When the departure is actualized manually, or when the driver sends a TotalMail form saying he/she has departed the stop location, the Detention light changes from red to gray to indicate that a detention situation existed but has been resolved. The Detention light shows in gray when a detention situation no longer exists. TMW Systems, Inc. 81901214 Rev. 4/2016 2.43 TMWSuite Detention Tracking Using detention alerts Viewing detention alerts on the Planning Worksheet's Tractor/Trip Segment tab By default, the system updates the trip's status to Completed when the arrival at the last stop is actualized. The Planning Worksheet's Available Trips grid does not show trips with a Completed status. To view the detention status for the last stop on a trip, you can use the Tractor/Trip Segment tab in the Available Resources grid. The indicators work the same way as in the Available Trips grid. Double-clicking on the trip segment opens it in the Trip Folder. The departure from the last stop on our sample trip has not yet been actualized, which means that the detention situation still exists. 2.44 TMWSuite Detention Tracking Rev. 4/2016 TMW Systems, Inc. 81901214
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