The Pre-Entry Scheduler toolset is designed to take the complexity out of busy operations empowering logistics and transport managers with the capability to plan and schedule with ease. Job creation with Logistics Management planning and scheduling all inclusive will not only increase the quality and time to service of customers but optimize fleet efficiency which works in increasing customer retention through customer satisfaction. Having the ability to schedule a pre-entry transaction offers a toolset to plan and then schedule events or tasks for your transport, mining, waste, forestry and/or quarry business. Pre-Entry can be transaction recalled, copied and pasted, edited & deleted; dragged and dropped to schedule; modified and deleted in bulk and is scheduled; as either a Tentative or Confirmed status.
Primary Features:
Interoperability
A Pre-Entry transaction can be created as scheduled from within the Pre-Entry Scheduler.
A Pre-Entry transaction can be created and later scheduled via drag and drop or scheduled using the Pre-Entry Scheduler button.
There is a one to one relationship between a Pre-Entry transaction and its Pre-Entry Scheduler, scheduled event.
Any one Pre-Entry transaction can be multiplied easily using the Pre-Entry window Scheduler button or creating an event via Pre-Entry Scheduler and employing the recurrence functionality resulting in a one to one relationship, between each single (multiplied in bulk) Pre-Entry transaction and its corresponding scheduled event.
From the Pre-Entry Planner or any scheduled Pre-Entry transaction users can drill down into the Pre-Entry
The design of WZWB Pre-Entry Scheduler doesn't force users to doing things one way and it doesn't see (Basic User) Operator versus Logistics Management (Administrator) planning and scheduling. The design offers a communication platform with Logistics Management planning and scheduling instruction to (Basic User) Operator and Operator; to Logistics Management, planning and scheduling foresight update. The outcome or result is identical but from where to start is entirely up to WZWB Users; their preference and/or their roles, summarising a tremendous amount of flexibility that produces teamwork business planning, coordination and efficiency.
Pre-Entry Scheduler Event Function and Feature:
Drag and Drop Pre-Entry scheduled Events between hours, days even weeks where the corresponding Pre-Entry transaction is automatically updated and reflected within the
Edit, modify Pre-Entry transactional data (i.e. Order, Customer, Hauler etc) where data changes are automatically reflected with the Pre-Entry Main and Pre-Entry Planner grids.
Bulk update any quantity of Pre-Entry transactions when they form part of a recurrence pattern using the
Separate or subgroup any one recurrence pattern into multiple using a combination of varying Haulers, Products, Orders and Destinations easily using the CTRL function under
Delete a single event or an entire recurring pattern/series where the corresponding Pre-Entry transactions are automatically deleted from the Pre-Entry Main and Pre-Entry Planner grids.
Process scheduled Pre-Entry Event transactions to being
Scheduler Toolbar - Event, Navigation, Arrange Groups
The Scheduler Toolbar consists of a number of buttons broken down into functional groups of Event, Navigation, Arrange (offering primary event views), Time Scale, Layout and Print. The buttons inside each group should self explanatory with each button label describing the applicable function.
Event creation using an MS Outlook® style Scheduler offers familiarity with quick uptake for users. Security features also ensure only events applicable to a users role are available for selection and creation reducing event clutter.
New Recurring Event - User events that occur repeatedly are called recurring. If a user event is recurring chasing-arrows icon appears in the event dialog summary (above).
Navigation offers users immediate access to one or multiple dates under their choice of Day, Work Week, Week, Month and Timeline Calendar Views.
Go Backward and Go Forward - Moves users backward and forward respectively between dates from the current viewed date.
Go to Today - Moves users to viewing the current day and date.
Go To Date - Opens a Date Dialog window offering users the choice of a single date to view and enquire on inside a choice of Day, Week, Month and Work Week Calendar Views.
Next 7 Days - Opens a 7 day view forward of the current date.
Arrange is the primary toolset for grouping events under a particular Calendar View of Day, Work Week, Week, Month, Timeline and Year. The two most common views expected to be employed by users will be that of Day and Timeline Views.
Day View - This view enables users to schedule and view user events by day.
Work Week View - This view enables users to schedule and view user events by work week being typically Monday to Saturday and offers the same Day View with the left hand o'clock Time Scale but across multiple days.
Week View - This view enables users to schedule and view user events by week being Monday to Sunday without the o'clock Time Scale. Events are grouped by a major time scale being that of day and date only with each event label reporting the time stamp time it was scheduled.
Timeline View - This view often reffered to as the timegrid view, displays events chronologically ordered from left to right along a time scale.
Scheduler Toolbar - Time Scale, Layout, Print Groups
Time Scale is currently a function only available to the Timeline View enabling users to set a time scale interval of 5, 6, 10, 15, 30 or 60 minutes. Print as the name describes offers users the ability print events existing within the scheduler area offering all the standard features of Page Setup with Margins, Header and Footer settings; Print Preview and everything users have come to expect with the WrightZone Weighbridge Printing System. Layout offers users the view of Working Hours which is the default view and making visible or not the Date Navigator.
Working Hours - Are set and determined by a number of conditions:
1. Scheduler will show by default 30 minutes prior and 30 minutes after i.e. Business opening and closing hours to ensure users see the full description of the event dialog.
2. Tools Menu, Setup Options, Movement Count, Basic tab is the initial place to setup your business opening and closing hours containing:
Load Out Start Time: The first vehicle dispatch or exit weigh, which is not the business opening hours because vehicles must complete entry weight and be loaded prior hence profit centre opening hours are typically 15 or 30 minutes prior to the Load Out Start Time.
Load Out Finish Time: Business Closing Hours.
3. Tools Menu, Setup Options, Settings, PE Scheduler tab in combination with Movement Count Basic tab is used to determine your business opening hours and the last vehicle entry time stamp to meet closing hours containing:
Entry Minutes before Load Out Start Time: Load Out Start Time (less 1 hour system calculated) plus Entry Minutes before Load Out Start Time equates to Business Opening Hours
Entry Minutes before Load Out Finish Time: Load Out Finish Time less Entry Minutes before Load Out Finish Time equates to Entry Onsite with enough time to Load and Exit before close of business.
4. Process Examples:
Load Out Start Time = 7:00am | Entry Minutes before Load Out Start Time = 30 minutes | 7:00am - 0.60 + 0:30 = 6:30am
Scheduled Pre-Entry Events are defaulted to start at 6:30am as per your business opening hours; when vehicles are first being recorded as being entered onsite.
Creating a Pre-Entry Event via Scheduler at 6:05pm on 07/07/17 will see the system default the scheduled date and time stamp forward to 6:30am 08/07/17 being within working hours.
Creating a Pre-Entry Event via Scheduler at 5:05am on 08/07/17 will see the system default the scheduled date and time stamp forward to 6:30am 08/07/17 being within working hours.
Load Out Finish Time = 5:00pm | Entry Minutes before Load Out Finish Time = 15 minutes | 5:00pm - 0:15 = 4:45pm
Scheduled Pre-Entry Events are defaulted and system calculated to allow profit centre vehicle entry until 4:45pm (permitting a 15 minute load time, set) and therefore vehicles will exit prior to, or just on 5:00pm close of business.
The Timeline View (above) displays events chronologically ordered from left to right along a time scale. The time scale consists of a major time scale being day and date a minor time scale being hours and/or minutes and time selection bar which is clicked within the scheduling area to create an event and default the events date and start time.
The Date Navigator provides a quick and easy way to change the dates in the scheduling area. It can be used to change views between day, week and weeks.
Users can employ the CTRL function in (holding down CTRL key and selecting multiple dates) to view multiple days in the one scheduler view.
The Scroll Bar is used to scroll left to right within the Timeline View only between dates and the Time Scale interval set within any date which takes into account the user option of viewing Work Hours only.
The Magnify Bar offers a horizontal magnification of the scheduling area making it easier for users to view event dialog in widening the event boxed area including relevant content or dialog. The magnification set is also automatically stored and recalled on closing and reopening of Scheduler.
A Pre-Entry Scheduler Event is a Pre-Entry transaction that has been scheduled.
Creation of a Pre-Entry Event inside scheduler is by default scheduled where a Pre-Entry transaction has its Event created via the Pre-Entry Scheduler button.
Scheduled events can be deleted as a single occurrence or as part of a series including the series.
Event date and time stamps can be modified, from inside the event when accessed as a single occurrence or having dragged and dropped the event to a different date and time stamp inside scheduler.
Editing a Pre-Entry transactions' Work Date that is scheduled will update the corresponding Event date stamp.
Events created are created with a status of Tentative or Confirmed which is set by users inside the Pre-Entry transaction (window) only using the Confirmed radio button.
By default Pre-Entry transactions are scheduled with an event created as Tentative with the events' pre-entry dialog reported in standard text within scheduler. When Confirmed, achieved easily at any point in time the event dialog is reported in bold offering users a clear visual separation between the two event statuses.
Event dialog content is set at a per user login preference level located within the Tools Menu, Options, Settings, PE Scheduler tab.
When a Pre-Entry Event is confirmed the event is reported within the Percentage Complete Report, used to monitor forward order reservations of Customers and/or Haulers.
Only when a Pre-Entry Event is confirmed does the Real Daily Availability grid, reduce the Availability Count, for the current and/or future hours and dates that it was scheduled within.
There are two main Pop outs for Pre-Entry Scheduler the first (below left) is the main Scheduler Pop out opened when users click the time selection bar and then right click for Pop out access with labels and therefore functions shown matching those available from the Scheduler Toolbar. The Resources Layout editor offers Administration Users the ability to view multiple profit centres simultaneously where multiple profit centres have been setup.
The second Pop out (above right) is the Scheduler Event Pop out accessed on selection of an event and right clicking for Pop out access. Pop out options available are dependent on whether the event is a single event or forms part of a recurrence and whether it has been completed (meaning entered and saved onsite).
Open for a single non-recurring event, opens the event.
Delete for a single non-recurring event, deletes the event and the corresponding pre-entry transaction.
Open and Delete of a recurring event (forming part of a series of events) provides users with a choice of opening the events single occurrence as the default option or the entire series.
Edit Job Run is equivalent to opening the series but removes the 'Open Recurring Item' window (above) providing faster access to users in achieving certain tasks such as confirming, unconfirmed and scheduled pre-entry transactions, in bulk.
Edit Job Master will send users to the Master Recurrence Maintenance window where changes or modifications created at this level (being the highest level) are pushed down; updating Pre-Entry transactional data and each corresponding (single occurrence) Event date and time stamp automatically.
Edit Pre-Entry opens the pre-entry transaction allowing user edit and modification of Pre-Entry transaction data (e.g Customer, Order, Hauler, Destination etc) with the corresponding event being automatically updated.
Process Pre-Entry is designed to allow users whom plan and schedule logistics transport on a daily basis (being the purpose of Pre-Entry Scheduler) and in addition, require fast and efficient processing of vehicles as being onsite within the same environment, user interface.
