Help:DM1-MoverBiz Load Board

MoverBiz Load Board

---

Screenshot

The MoverBiz Load Board allows you to dispatch and manage Work Tickets. The Live Filter allows you to control what you see while the dual-view Calendar and Grid View allow you to fully customize how you see it. The Tool Windows give you the ability to edit work dates or change assignments without having to open the Work Ticket record. Use the various Reports to manage Work Tickets that don't have assignments, dates, dispatcher, etc.

Permissions

The Load Board uses the following permissions:

Permission	Description
1	Access All Companies
41	Access Jobs for All Coordinators
56	Access Work Tickets for All Dispatchers

Ribbon Tabs

The ribbon tabs are located at the top of the screen, directly above the Calendar/Grid View area. They have a purple tint and say "Load 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:

[Options] Press this button to display additional options for the Load Board.

Use Colors In Calendar: Check this option to display the Work Type Colors on the calendar.

Use Colors In Grid: Check this option to display the Work Type Colors in the grid below the calendar and in all of the Work Ticket management reports.

[Edit Work Type Colors] Press this menu item to edit the Work Type Colors.

Calendar Tab

[1 Day] Highlight this button to show a single day on the Calendar.

[Work Week] Highlight this button to show a five day work week (M-F) on the Calendar.

[Full Week] Highlight this button to show a full week on the Calendar.

[Two Weeks] Highlight this button to show two full weeks on the Calendar.

[Month] Highlight this button to show a full month on the Calendar.

[Backward] Press this button to go backward a single unit of the selected Calendar View. For example, If "Month" was the selected Calendar View, you would go backward a single month.

[Forward] Press this button to go forward a single unit of the selected Calendar View. For example, If "Month" was the selected Calendar View, you would go forward a single month.

[Today] Press this button to go to today's date using the "Day" Calendar View.

[Time Scale] Select a time scale from the drop-down menu. This will change the size of the visible time in the Day, Work Week and Full Week views.

Filter

The Filter allows you to narrow down your Work Tickets based on the specified criteria.

Mini-Calendar

Use this mini-monthly calendar to select a date range from a single day up to 5 full weeks. Press the down arrows in the Filter header to minimize the filter and display more of the mini-calendar.

Date Selections

Begin Spread: Use this drop down calendar to select the Begin spread of the Work Dates for this listing. This control is only visible on the Reports.

End Spread: Use this drop down calendar to select the End spread of the Work Dates for this listing. This control is only visible on the Reports.

[Set Date] Press this button to implement the date changes to the selected report.

Live Filter

Changing the Live Filter will apply the selected criteria immediately, or live.

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

Move Coordinator: If you wish to limit the listing to a single Move Coordinator, then select the Move Coordinator from the drop-box. If you wish to include all Move Coordinators, then select <All Move Coordinators>.

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>.

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>.

Work Type: If you wish to limit the listing to a single Work Type, then select the Work Type from the drop-box. If you wish to include all Work Types, then select <All Work Types>.

Work Ticket Status: Check the Work Ticket statuses you want displayed on the Load Board. The default is "Pending" and "Scheduled"

Calendar/Report Buttons

These buttons control whether you see the Calendar or Reports section of the Load board.

[Calendar] Highlight this button to activate the Calendar view of the Load Board.

[Reports] Highlight this button to activate the Reports view of the Load Board.

Tool Windows

Assignments Window

Dates Window

Memo Window

Reports

Work Tickets With No Work Dates Report

This window will list all of the services which have been completed by Customer Service but have no work dates assigned by Dispatch. Services are completed by Customer Service only when they have a Beginning and Ending Spread Date and a Preferred Date. Without these dates, the Dispatcher has no information as to when to schedule the work. Any operationally complete Service whose Beginning Spread Date falls on or before the Report Date entered and which have no assigned Work Date will be listed on this window. Once this window is blank, the Dispatcher has properly assigned a Work Date to all of the services to be performed as of the Report Date entered.

Work Tickets With No Assignments Report

This window will display all of the Services with a Work Date equal to the specified Report Date which have no assignments attached to them. This window is to be used after the Services have been assigned Work Dates in the Services With No Work Dates menu option. If the Service has no Work Date, then it will not be displayed on this window.

You will be allowed to assign Assignments to these services from this window. Once there are no more Services appearing on this window, then all of the Services for the selected Report Date have at least one Assignment attached to them.

Work Tickets With No Estimated Time Report

This window will identify all of the Services which have no Estimated Time on the selected Report Date which have not been completed in the system.

Work Tickets With No Dispatcher Report

This window will identify all of the Services which have no Dispatcher assigned on the selected Report Date which have not been completed in the system.

Work Tickets With Incomplete Work Dates Report

This window will identify all of the Services which were supposed to be done on the selected Report Date which have not been completed in the system. To be complete, each Service must have a Beginning Work Date and Time and an Ending Work Date and Time.

These services can be edited from this window. When there are no more listings on this window, then all of the Services have been properly completed by the Dispatcher.

Work Tickets With Incomplete Assignments Report

This window is to be used after the Services With Incomplete Dates menu option. It will identify the Services for the selected Report Date which have Assignments with incomplete dates. The dates that need to be filled in for each Assignment are the Begin Work Date and Time and the Ending Work Date and Time. The Billable Hours field must also be filled in if the Transfer to Payroll box is checked or if the Hours radio button on the Use for Billing field is selected.

These services can be edited from this window. When there are no more listings on this window, then all of the Assignments have been properly completed by the Dispatcher. These Shipments will then be ready for the Billing department.