Help:DM1-MoverBiz Big Board

MoverBiz Big Board

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Screenshot

The MoverBiz Big Board allows you to view and manage Company Jobs with the ability to change Control Dates and Commission Agent Driver. There is a focus on Inter/Intrastate moves with the ability to narrow down the Service Types you can view.

Important: The Big Board ONLY displays active Company Jobs. You cannot access Cancelled or Completed Jobs from this screen.

Permissions

The Big Board uses the following permissions:

Permission	Description
1	Access All Companies
9	Edit Company Jobs
10	View-Only Company Jobs
41	Access Jobs for All Coordinators

Ribbon Tabs

The ribbon tabs are located at the top of the screen, directly above the Grid area. They have a peach tint and say "Big Board" in the very top of the window. Clicking on the top of the tab will activate it.

Tools Tab

This report has the Default Report Tools as well as the following:

[Export to CSV] Press this button to open the Export to CSV screen.

[Selected Services] Press this menu item to edit the Selected Services that are displayed on the Big Board.

[Column View Maintenance] Press this menu item to open the Column View Maintenance screen.

[User Default Settings] Press this menu item to open the Load Board User Default Settings screen.

[Load User Default Settings] Press this button to reload your User Default Settings, resetting the entire screen.

The option menu contain some Yes/No options that control how the Load Board looks:

Filter Panel Expanded Check this option to expand/collapse the Filter panel.

Filter

The Filter allows you to narrow down your Work Tickets based on the specified criteria. Changing the Live Filter will apply the selected criteria immediately, or live.

[x] Use Date Filter Check this box to use the Date section of the Filter.

Date Link Use this drop-box to select the type of date link to filter on: Pack, Load, Deliver or CreatedOn.

Date Type Use this drop-down to select the type of date: Assigned, Preferred, Begin Spread or End Spread.

[x] Is Blank Check this box to return records where the selected date type is blank.

Between/And: Enter or select the date spread to filter on. The selected date must be between the specified dates.

Move Coordinator: If you have permission 41 - Access Jobs for All Coordinators then select the Move Coordinator from the drop-box. If you wish to include all Move Coordinators, then select <All Move Coordinators>. If you do not have permission 41, this field will be pre-set with the UserID of the person logged in.

Company: If you wish to limit the listing to a single Company, then select the Company from the drop-box. If you wish to include all Companies, then select <All Companies>. If you do not have permission 1 - Access All Companies, then this field will be limited to the current logged in company.

Branch: If you wish to limit the listing to a single Company Branch, then select the Branch from the drop-box. If you wish to include all Company Branches, then select <All Branches>.

Service: If you wish to limit the listing to a single Service Type, then select the Service from the drop-box. If you wish to include all Service Types, then select <All Services>. This drop-box will be limited to the Selected Services.

Driver: If you wish to limit the listing to a single Driver, then select the Driver from the drop-box. If you wish to include all Drivers, then select <All Drivers>. If you wish to view Jobs with no driver assigned, then select <No Driver>.

Origin City, State If you wish to narrow down the results by origin city or state, then enter that information here.

Destination City, State If you wish to narrow down the results by origin city or state, then enter that information here.

Weights Between/And: If you wish to narrow down the results within a specific weight range, then enter that information here.

Miles Between/And: If you wish to narrow down the results within a certain mileage, then enter that information here.

[x] Include Currently In SIT Check this box to include Jobs that are currently marked as being in SIT.

Company Jobs Grid View

The Company Jobs Grid displays the Company Jobs in a spreadsheet style grid. You can control the columns and sort order using Column Views

Select View

Use this drop down to select the current Column View. These views control which fields are visible in the Company Jobs Grid as well as sort order.

Tool Windows

Tool Windows in the MoverBiz Big Board allows us to bring you additional functionality that can be hidden when not used. Hovering over the the tabs on the far right-hand side of the screen will make the Tool Windows temporarily pop-out. When you click elsewhere on the Big Board, the tool window will collapse again. Use the black thumbtack in the yellow header of the Tool Window to "pin" it, or permanently expand the window.

You can also click and hold the yellow header of a Tool Window to drag and re-dock it. You can use your Big Board User Default Settings to save the position and pinning of these windows.

If you have Permission 9 - Edit Company Jobs AND NOT Permission 10 - View-Only Company Jobs, then you will see an Edit button with a pencil icon in the upper left of the Tool Window. Otherwise the information is read-only.

If you are in the middle of editing a Tool Window and select another Company Job from the Grid, you will be prompted if you want to save your current changes before the information for the selected Company Job is loaded. If you press the Cancel button (red circle with white X) while you are editing, you will be prompted to confirm the cancellation.

When you are done editing, press the Save button (blue floppy disk icon) in the upper left of the window to save your changes to the database.

Dates Window

The window allows you to view/edit Control Dates that are associated with the selected Company Job.

Pressing the Edit button (yellow pencil icon) will change the Grid View to edit mode. You can type in a valid date under the Begin and Spread columns. The Preferred and Assigned columns will accept a valid date or date & time. You will receive an error in the grid if invalid input is entered and you must correct the problem before you can proceed.

[Insert Date:] Select an available Date Type from the drop-box and press the [Add Date] button to attach the control date to the Job. If you remove a control date and then re-add it from this drop-box DURING THE SAME EDITING SESSION, then the date values will be retained.

Driver Window

This window allows you to view/edit the assigned commission agent Driver that is associated with the selected Company Job. The Phone Number, License Number, License Date and DOT Date are pulled directly from the commission agent record.

Pressing the Edit button (yellow pencil icon) will change the Grid View to edit mode. You see the addition of an Agent Type and Posting Type columns for additional information. Check/Uncheck the box beside the record you want to assign. You can only assign a single commission agent Driver to a Company Job.

[Agent Type:] Narrow down the commission agent types from this drop-box or select <Include All Agent Types> to include all. Since the agent types are user defined, you must filter this data yourself.

[x] Active Only Check this box to display only active commission agents.