Finding information in the Dispatch guides

Finding information in the Dispatch guides
Although the Trip Folder and the Planning Worksheet share many features, each application
has features that are unique to it. The following tables list the menus and commands by which
these features are accessed, and the chapter/section in the guide in which the feature is
described.
Features unique to the Trip Folder ........................................................................................................................... 2
Features unique to the Planning Worksheet ........................................................................................................... 7
Features in both the Trip Folder/Planning Worksheet ....................................................................................... 10
Copyright © 2017 TMW Systems, Inc.
A Business Confidential Document.
1
Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Trip Folder
The following table provides links to chapters in the Trip Folder guide containing information
about features that are unique to the Trip Folder.
Features unique to the Trip Folder
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
File
New Order/Trip
The "Creating orders" chapter in
the Trip Folder guide.
Trip Folder\04.CreatingOrders
Copy Order/Trip
The "Copying orders or trips"
chapter in the Trip Folder guide.
Trip Folder\10.CopyOrders.doc
Schedule/
Re-schedule
The Rescheduling an event
section in the “Rescheduling an
event” chapter in the Trip Folder
guide.
Trip
Folder\14.ReschedulingAnEvent.
doc - ReschedulingAnEvent
Next In Queue
The Looking up a resource’s
planned trip section in the
“Looking up trip information”
chapter in the Trip Folder guide.
Trip
Folder\03.LookingUpTripInfo LookingUpResourcesPlannedTri
p
Previous In Queue
The Looking up a resource’s
planned trip section in the
“Looking up trip information”
chapter in the Trip Folder guide.
Trip
Folder\03.LookingUpTripInfo LookingUpResourcesPlannedTri
p
View Queue
The Looking up a resource’s
planned trip section in the
“Looking up trip information”
chapter in the Trip Folder guide.
Trip
Folder\03.LookingUpTripInfo LookingUpResourcesPlannedTri
p
Insert Billable Stop
The Inserting a new stop before
an existing stop section in the
“Adding and deleting stops”
chapter in the Trip Folder guide.
Trip
Folder\05.AddDeleteStops.doc InsertingANewStopBeforeAnExis
tingStop
Add Billable Stop
The Adding a stop to the end of
a trip section in the “Adding
and deleting stops” chapter in
the Trip Folder guide.
Trip Folder\05.AddDeleteStops AddingAStopToTheEndOfATrip
Insert Nonbillable
Stop
The Inserting a new stop before
an existing stop section in the
“Adding and modifying stops”
chapter in the Trip Folder guide.
Trip Folder\05.AddDeleteStops IndicatingWhetherAStopIsBillabl
eOrNot
Edit
TMWSuite Dispatch
Dispatch
2
Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Trip Folder
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Edit
(cont.)
Add Nonbillable
Stop
The Adding a stop to the end of
a trip section in the “Adding
and modifying stops” chapter in
the Trip Folder guide.
Trip Folder\05.AddDeleteStops IndicatingWhetherAStopIsBillabl
eOrNot
Add Freight Detail
The Adding a freight detail to
an order section in the "Adding,
deleting, and modifying
commodities" chapter in the Trip
Folder guide.
Trip
Folder\06.AddModifyCommodit
ies AddingAFreightDetailToAnOrde
r
Add Event
The Freeing up a driver/tractor
when dropping a loaded trailer
section in the "Assigning
resources and recording trip
events in the Stop Detail grid"
chapter in the Trip Folder guide.
Trip
Folder\09.AssignResourceStopD
etail.doc FreeingUpADrvrTrcWhenDroppi
ngLoadedTrl
Edit Service
Exceptions: Move
Related Service
Exceptions
The Entering a service
exception for a move section in
the “Recording service
exceptions” chapter in the Trip
Folder guide.
Trip
Folder\13.ServiceExceptions.doc
EnteringAServiceExceptionsForA
Move
Edit Service
Exceptions: Move
Related Service
Exceptions
The Entering a miscellaneous
service exception section in the
“Recording service exceptions”
chapter in the Trip Folder guide.
Trip
Folder\13.ServiceExceptions.doc
EnteringAMiscellaneousServiceE
xception
Delete Stop
The Deleting a stop section in
the “Adding and deleting stops”
chapter in the Trip Folder guide.
Trip Folder\05.AddDeleteStops DeletingAStop
Calculate Miles
The Recalculating mileage after
changing a stop section in the
“Adding and deleting stops”
chapter in the Trip Folder guide.
Trip
Folder\05.AddDeleteStops.doc RecalculatingMileage
End Trip
The Completing a trip using the
End Trip command section in
the "Assigning resources and
recording trip events in the Stop
Detail grid" chapter in the Trip
Folder guide.
Trip
Folder\09.AssignResourceStopD
etail.doc - EndTripCommand
Early/Late Arrival
The "Recording the reason for an
early or late arrival" chapter in
the General Dispatch guide.
General
Dispatch\10.EarlyLateReasons.d
oc
Dispatch
TMWSuite Dispatch
Dispatch
3
Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Trip Folder
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Dispatch
(cont.)
Remove Order
From Movement
The Removing order(s) from a
movement section in the
"Consolidating orders on a
movement" chapter in the
General Dispatch guide.
General
Dispatch\12.ConsolidatingOrder
s.doc RemovingOrdersFromAMoveme
nt
Sequence Stops
The "Resequencing stops on a
trip" chapter in the General
Dispatch guide. And the Using
the Consolidation Manager
section in the "Consolidating
orders on a movement" chapter
in the General Dispatch guide.
General
Dispatch\05.ResequencingStops
Compute Charge
The Letting the system
automatically rate an order
section in the "Prerating an
order" chapter in the Trip Folder
guide.
Trip Folder\08.RatingOrders.doc
- ComputeCommand
Cross Dock
Selected Stop
The Cross docking multiple
live loads in the Trip Folder
section in the "Using the cross
dock feature for LTL" chapter in
the Trip Folder guide.
Trip Folder\16.CrossDock.doc CrossDockingMultipleLiveLoads
Edit Cross Dock
The Editing cross docked orders
section in the "Using the cross
dock feature for LTL" chapter in
the Trip Folder guide.
Trip Folder\16.CrossDock.doc EditingCrossDockedOrders
Administrative
End of Move
The Closing out a cross docked
trip before it is completed
section in the "Using the cross
dock feature for LTL" chapter in
the Trip Folder guide.
Trip Folder\16.CrossDock.doc ClosingOutAnIncompleteCrossD
ockedTrip
Advanced Return
Empty
The Creating invoice details for
post unloads/trailer pickups
section in the "Assigning
resources and recording trip
events in the Stop Detail grid"
chapter in the Trip Folder guide.
Trip
Folder\09.AssignResourceStopD
etail.doc AdvancedReturnEmpty
Available Trips
The Looking up trips by origin
section in the "Looking up trip
information" chapter in the Trip
Folder guide.
Trip
Folder\03.LookingUpTripInfo.do
c - AvailableTripsWindow
View
TMWSuite Dispatch
Dispatch
4
General
Dispatch\12.ConsolidatingOrder
sSequenceStopsCommandFromDi
spatchMenu
Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Trip Folder
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
View
(cont.)
Available Power
The Looking up trips by
resource and destination section
in the "Looking up trip
information" chapter in the Trip
Folder guide.
Trip
Folder\03.LookingUpTripInfo.do
c - AvailablePowerWindow
Next Planned Load
The Looking up a resource’s
planned trip section in the
"Looking up trip information"
chapter in the Trip Folder guide.
Trip
Folder\03.LookingUpTripInfo NextPlannedLoadCommand
Detail Grid 1
The Customizing grid column
configurations section in the
"Performing Trip Folder setup"
chapter in the Trip Folder guide.
Trip
Folder\02.PerformingTripFolder
Setup CustomizingGridColumnConfigu
rations
Detail Grid 2
The Customizing grid column
configurations section in the
"Performing Trip Folder setup"
chapter in the Trip Folder guide.
Trip
Folder\02.PerformingTripFolder
Setup CustomizingGridColumnConfig
urations
Save Settings on
Close
The Customizing grid column
configurations section in the
"Performing Trip Folder setup"
chapter in the Trip Folder guide.
Trip
Folder\02.PerformingTripFolder
Setup CustomizingGridColumnConfig
urations
Save Settings Now
The Customizing grid column
configurations section in the
"Performing Trip Folder setup"
chapter in the Trip Folder guide.
Trip
Folder\02.PerformingTripFolder
Setup CustomizingGridColumnConfig
urations
Auto Conflict
Check
The "Using the Asset
Assignment window" chapter in
the General Dispatch guide.
General
Dispatch\08.UsingAssetAssignm
entwndo.doc AutoConflictCheckCommand
Auto Date/Time
Check
The Specifying how the system
is to handle date/time checking
section in the "Resolving
conflicts" chapter in the General
Dispatch guide.
General
Dispatch\09.ResolvingConflicts.d
oc AutoDateTimeCheckCommand
Show Load
Requirements and
Expirations
The "Using the Asset
Assignment window" chapter in
the General Dispatch guide.
General
Dispatch\08.UsingAssetAssignm
entwndo.doc ShowLoadRequirementsCom
mand
Options
TMWSuite Dispatch
Dispatch
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Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Trip Folder
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Tools
Conflict Check
The Resolving schedule
conflicts section in the
"Resolving conflicts" chapter in
the General Dispatch guide.
General
Dispatch\09.ResolvingConflicts.d
oc - ConflictCheckCommand
Date/Time Check
The Resolving date/time
conflicts section in the
"Resolving conflicts" chapter in
the General Dispatch guide.
General
Dispatch\09.ResolvingConflicts.d
oc - DateTimeCheckCommand
Activity Audit
The Printing an Activity Audit
report section in the "Running
reports specific to the Trip
Folder" chapter in the Trip Folder
guide.
Trip
Folder\15.TripFolderSpecificRep
orts.doc - ActivityAuditReport
Trip Driving
Instructions
The Printing the Trip Driving
Instructions section in the
"Running reports specific to the
Trip Folder" chapter in the Trip
Folder guide.
Trip
Folder\15.TripFolderSpecificRep
orts.doc - TripDrivingInstructions
Service Exceptions
Report
The Running the Service
Exception Report section in the
"Running reports specific to the
Trip Folder" chapter in the Trip
Folder guide.
Trip
Folder\15.TripFolderSpecificRep
orts.doc - ServiceExceptionReport
Reports
TMWSuite Dispatch
Dispatch
6
Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Planning Worksheet
The following table provides links to chapters in the Planning Worksheet guide containing
information about features that are unique to the Planning Worksheet.
Features unique to the Planning Worksheet
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
File
Retrieve Trips
The Available Trips grid section
of the “Layout of the Planning
Worksheet” chapter in the
Planning Worksheet guide.
Planning
Worksheet\01.PlanningWorkshe
etLayout - AvailableTripsGrid
Retrieve Resources
The Available Resources grid
section of the “Layout of the
Planning Worksheet” chapter in
the Planning Worksheet guide.
Planning
Worksheet\01.PlanningWorkshe
etLayout AvailableResourcesGrid
Retrieve All
The “Layout of the Planning
Worksheet” chapter in the
Planning Worksheet guide.
Planning
Worksheet\01.PlanningWorkshe
etLayout
Match
The Using the Match command
section in the “Assigning
resources in the Planning
Worksheet” chapter in the
Planning Worksheet guide.
Planning
Worksheet\07.AssigningResourc
esInPW UsingTheMatchCommand
Consolidate
Segments
The Using the Consolidate
Segments command section in
the "Consolidating Orders"
chapter in the General Dispatch
guide.
GeneralDispatchGuide\12.Conso
lidatingOrdersUsingTheConsolidateSegmentsC
ommand
Mass Status
Change
The “Using the Mass Status
Change feature” chapter in the
Planning Worksheet guide.
Planning
Worksheet\09.UsingMassStatusC
hange
Define Views
The "Defining views" chapter in
the Planning Worksheet guide.
Planning
Worksheet\02.DefiningViews
Assign Views
The Assigning views section in
the "Defining views" chapter in
the Planning Worksheet guide.
Planning
Worksheet\02.DefiningViews AssigningViews
Dispatch
View
TMWSuite Dispatch
Dispatch
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Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Planning Worksheet
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
View
(cont.)
Plot Check Calls
Versus Loads
The Plotting the current
positions of tractors and the
locations of trip origins section
in the "Viewing a map of a trip
in the Planning Worksheet"
chapter in the Planning Worksheet
guide.
Planning
Worksheet\10.ViewingTripsOnM
apPW PlotCurrentTractorPositionAndT
ripOrigin
Plot Route Versus
Loads
The Plotting a tractor’s route
and the locations of trip origins
section in the "Viewing a map of
a trip in the Planning
Worksheet" chapter in the
Planning Worksheet guide.
Planning
Worksheet\10.ViewingTripsOnM
apPW PlotTractorRouteAndTripOriginL
ocations
Restrict Trips
The Making temporary
modifications to a view section
in the "Defining views" chapter
in the Planning Worksheet guide.
Planning
Worksheet\02.DefiningViews MakingTemporaryModifications
ToAView
Restrict Resources
The Making temporary
modifications to a view section
in the "Defining views" chapter
in the Planning Worksheet guide.
Planning
Worksheet\02.DefiningViews MakingTemporaryModifications
ToAView
Filter to Qualified
Power
The Filtering the resource list
based on load requirements
section in the "Sorting and
filtering trips and resources"
chapter in the Planning Worksheet
guide.
Planning
Worksheet\06.SortingAndFilterin
gFilteringResourceListToLoadReq
uirements
Sort Trips Closest
to Power
The Sorting trips closest to a
resource section in the “Sorting
and filtering trips and
resources” chapter in the
Planning Worksheet guide.
Planning
Worksheet\06.SortingAndFilterin
g.doc SortingTripsClosestToAResource
Sort Power Closest
to Trip
The Sorting resources closest to
a trip section in the “Sorting and
filtering trips and resources”
chapter in the Planning Worksheet
guide.
Planning
Worksheet\06.SortingAndFilterin
gSortingResourcesClosestToATrip
Show/Hide
Requirements
The Filtering the resource list
based on load requirements
section of the "Sorting and
filtering trips and resources"
chapter in the Planning Worksheet
guide.
Planning
Worksheet\06.SortingAndFilterin
gFilteringResourceListToLoadReq
uirements
Options
TMWSuite Dispatch
Dispatch
8
Revised: 12/2011
Finding information in the Dispatch guides
Features unique to the Planning Worksheet
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Options
(cont.)
Show/Hide Orders
The Viewing consolidated trip
information in the Planning
Worksheet section in the
"Consolidating Orders" chapter
in the General Dispatch guide.
General Dispatch
Guide\12.ConsolidatingOrders Viewing consolidated trip
information in the Planning
Worksheet
Vertical Screen
Split
The Determining how the
screen is split section in the
"Layout of the Planning
Worksheet" chapter in the
Planning Worksheet guide.
Planning
Worksheet\01.PlanningWorkshe
etLayout VerticalScreenSplitCommand
Horizontal Screen
Split
The Determining how the
screen is split section in the
"Layout of the Planning
Worksheet" chapter in the
Planning Worksheet guide.
Planning
Worksheet\01.PlanningWorkshe
etLayout HorizontalScreenSplitCommand
Show/Hide
Expirations
The Viewing current
expirations for the resources
assigned to a trip section in the
"Viewing expirations in the
Planning Worksheet" chapter in
the Planning Worksheet guide.
Planning
Worksheet\08.ViewExpirationsIn
PW ViewingCurrentExpirationsForRe
sources
Show Driver Notes
The Viewing Notes in the
Planning Worksheet section in
the "Recording/viewing notes
for a trip" chapter in the General
Dispatch guide.
General
Dispatch\15.RecordingViewingN
otesForATrip ViewingNotesInPlanningWorksh
eet
Show/Hide
Commodities
The Viewing commodities for a
trip section in the
"Viewing/modifying trip
details" chapter in the Planning
Worksheet guide.
Planning
Worksheet\04.ViewModifyTripD
etails ViewingCommoditiesForATrip
Show/Hide Last
Commodities
The Viewing commodities for a
trip section in the
"Viewing/modifying trip
details" chapter in the Planning
Worksheet guide.
Planning
Worksheet\04.ViewModifyTripD
etails.doc ViewingCommoditiesForATrip
TMWSuite Dispatch
Dispatch
9
Revised: 12/2011
Finding information in the Dispatch guides
Features in both the Trip Folder/Planning Worksheet
The following table provides links to chapters in the General Dispatch guide containing
information about features that are available in both the Trip Folder and the Planning
Worksheet.
Features in both the Trip Folder and Planning Worksheet
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Edit
Note
The "Recording/viewing notes
for a trip" chapter in the General
Dispatch guide.
General
Dispatch\15.RecordingViewingN
otesForATrip
Check Calls
The "Recording/reviewing
check calls" chapter in the
General Dispatch guide.
General Dispatch\18.CheckCalls
Driver Log Hours
The "Logging a driver’s hours of
service" chapter in the General
Dispatch guide.
General Dispatch\19.DriverLogs
Advances/Misc
Labor
The "Recording pay
information" chapter in the
General Dispatch guide.
General
Dispatch\16.RecordingPayInfo
Driver/Equipment
Status

General Dispatch\07.Expirations

Dispatch
The "Viewing/modifying
expirations" chapter in the
General Dispatch guide.
The Viewing expiration
section in the "Resolving
conflicts" chapter in the
General Dispatch guide.
General
Dispatch\09.ResolvingConflicts ViewingExpirations
Load Requirements
The "Defining load
requirements/conditions"
chapter in the General Dispatch
guide.
General
Dispatch\06.DefiningLoadReqsC
onditions.doc
Accessorial
Charges
The Recording accessorial
charges for an order section in
the "Prerating an order" chapter
in the Trip Folder guide.
Trip Folder\08.RatingOrders.doc
- AccessorialChargesCommand
Quick Trip
The "Using the Quick Trip
window" chapter in the General
Dispatch guide.
General
Dispatch\23.QuickTrip.doc
Driver/Tractor
Relationships
The "Modifying driver/tractor
pairings" chapter in the General
Dispatch guide.
General
Dispatch\21.ChngDrvTrcPairing
s.doc
TMWSuite Dispatch
Dispatch
10
Revised: 12/2011
Finding information in the Dispatch guides
Features in both the Trip Folder and Planning Worksheet
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Dispatch
(cont.)
Assign/Begin Trip
The "Using the Asset
Assignment window" chapter in
the General Dispatch guide.
General
Dispatch\08.UsingAssetAssignm
entwndoGeneralDispatchGuide\
08.UsingAssetAssignmentWindo
w.doc
Split Trip
The "Splitting a trip" chapter in
the General Dispatch guide.
General
Dispatch\11.Splittingatrip
Cancel Trip
The "Canceling an order"
chapter in the General Dispatch
guide.
General
Dispatch\13.CancelinganOrder
Add Order/s To
Movement
The Understanding the ways
you can consolidate orders
section in the "Consolidating
orders on a movement" chapter
in the General Dispatch guide.
General
Dispatch\12.ConsolidatingOrder
s - AddOrdersToAMovement
Consolidation
Manager
The Using the Consolidation
Manager section in the
"Consolidating orders on a
movement" chapter in the
General Dispatch guide.
General
Dispatch\12.ConsolidatingOrder
sUsingTheConsolidationManager
History
The "Using the Assignment
History window" chapter in the
General Dispatch guide.
General
Dispatch\27.AssignmentHistory
Window.doc
Earning Snapshot
The "Viewing a resource’s pay
information" chapter in the
General Dispatch guide.
General
Dispatch\17.ViewPayInfoEarnin
gsSnapshot
Plot On Map
The Understanding the
mapping options available in
Dispatch section in the "Viewing
a map of a trip in Dispatch"
chapter in the General Dispatch
guide.
General
Dispatch\26.MappingTrips.doc MappingOptions
Show/Hide Last
Commodities
The "Viewing the last
commodities hauled by a trailer"
chapter in the General Dispatch
guide.
General
Dispatch\22.TrlLastCommodities
.doc
View
Options
TMWSuite Dispatch
Dispatch
11
Revised: 12/2011
Finding information in the Dispatch guides
Features in both the Trip Folder and Planning Worksheet
Menu
Command/
Subcommand
Location in Dispatch guides
Link to documentation
Tools
Tractor Lookup
The Using the Avl Tractor
Lookup window section in the
"Looking up tractor locations"
chapter in the General Dispatch
guide.
General
Dispatch\20.LookUpTrcLocation.
doc UsingTheAvlTractorLookupWin
dow
Tools
(cont.)
Closest Available
Units
The Using the closest available
unit feature section in the
"Looking up tractor locations"
chapter in the General Dispatch
guide.
General
Dispatch\20.LookUpTrcLocation.
doc - UsingClosestAvailableUnit
TMWSuite Dispatch
Dispatch
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Revised: 12/2011