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Filtering can be managed using a combination of four parameters:
Entering a Trip Number
Enter the exact Trip Number in the Trip Number field
Filter by Exact Date
Enter the exact Date in the filter by date field
Filter by Date Range
Enter the starting Date in the filter by date field
Select the number of days you wish to be added from the drop down box
Filter by Depot
The Depot can be selected from the Depot Drop Down
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Create Trip Button
Press the Yellow Button, Create Trip
This will then open a Modal Window
Modal Window
Select the relevant Depot.
Select the Trip Date
If you use Trip Statuses, select the required status.
If you use Zone Sets, select the zone set for this trip.
Trip Card
Once you click Create, you will be presented with a Card
This card has a summary of details for the new Trip
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Un-Tripped Button
Press the Blue Button, Un-Tripped
This will open a Modal Window
Modal Window
This will show all addresses that are waiting to be added to a Trip
Commonly used columns include
Postcode
Customer
Address Type
Weights and Measures
ZoneSets (if used)
Show on Map Buttons
You can also click Show Selected on Map (after selecting addresses) or Show all on Map
This will then open a Modal Window
Modal Window
This will show PINs for each of the selected addresses that are waiting to be added to a Trip
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You can add jobs to trips in multiple ways:
Un-Tripped to New or Existing Trip
Tick the required check boxes on the left hand side of each row.
You now have two options:
Add to New Trip (follow the instructions above).
Add to Existing Trip, (you will need the trip number prior to clicking the button).
This will open a small modal window, enter the trip number and click Update Trip.
Dragging from Un-Tripped Modal to Trip Card
Select Click on the Candybox hold, and drag onto the card.
Click yes to confirm the move.
** You can also move the enitre modal window by clicking on the header (highlighted).
Dragging from Existing Trip Modal to Trip Card
You can click the pencil of an existing trip to open a Small Trip Modal which can also be moved and allow you to follow the same steps as above to move from Trip Modal to Trip Card
Which will open this Small Trip Modal.
From Map to Trip
Right Click on the map to drop green arrows, once you have done this you can click Set Group or Clear Group to start again.
This will then place a these drops in a group which can then be added to a trip by clicking Add to Trip.
You will now be presented with another Modal Window that you can choose the trip you wish to add the drops onto, alternativly you can Create a trip
Once you click Add the Selected drops will go onto that New or Existing Trip.
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You can open a trip by either entering the Trip Number, double clicking on a Trip Card or clicking a Blue Link from other locations in Journease Go.
By doing so this will open a Trip Modal