Help:DM1-MoverBiz Load Board

From DirectWiki
Revision as of 12:49, 3 September 2013 by Admin (talk | contribs) (Created page with '__NOTITLE__ {{Page title|MoverBiz Load Board}} thumb|300px| Screenshot This is a [[Help:DM1-MoverBiz Dispatch Manager Report|MoverBiz Dispatch Manager…')
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)


MoverBiz Load Board


Screenshot

This is a MoverBiz Dispatch Manager Report.

This window will list all of the Services which are scheduled to be performed for the selected date spread which meet the Filter criteria. Drag-and-drop assignments may be made from this window and well as a number of Work Ticket management reports. The Services and Shipments can also be edited from this window.





Permissions

To access this report you must have the following permissions:

Permission Description
51 Edit Work Tickets


Form Layout

Dates

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.


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.


Filter

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>.


Calendar / Report Buttons

[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.


Report Tools

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


Tools Tab

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


[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.


Calendar

Reports

Selected Work Tickets Report

Work Tickets With No Work Dates Report

Work Tickets With No Assignments Report

Work Tickets With No Estimated Time Report

Work Tickets With No Dispatcher Report

Work Tickets With Incomplete Work Dates Report

Work Tickets With Incomplete Assignments Report