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
Create Trip Button
Press the Yellow Button, Create Trip
This will then open a Modal Window
Modal WindowAnchor create_MW create_MW 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
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)
You can move the entire modal window around by clicking on the header (highlighted) and dragging
This will allow you to see both the modal and the required Trip Cards
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
There are several ways to add an un-tripped Job to a Trip
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).Trip This will open up the Modal Window for Trip Creation allowing you to create a new Trip
The selected addresses will automatically be added to the Trip once created
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
Click Update Trip.
The Selected Addresses will be moved onto the designated Trip
Dragging from Un-Tripped Modal to Trip Card
Anchor UnTrippedDrag
UnTrippedDrag Select all the Addresses that you wish to add to the Trip
Click on the Candybox
holding the left mouse button, drag onto the relevant Trip 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
Click on the pencil
Icon on an existing trip
This will open a Small Trip Modal
Job Addresses can
be moved
to another Trip in the same
way as
from the Un-Tripped Modal
Which will open this Small Trip Modal.
From Map to Trip
Click on the Map Icon to open a map showing addresses currently on the Trip
Right Click on the map to drop green
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.
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 thisPINs
Click Set Group
All addresses within the selected area will be added to the Group
Click Clear Group if you need to start again
Click the Add to Trip
This will open another Modal Window listing available Trips
Select the trip that you wish to move the selected group to.
Alternatively Create a New Trip
Addresses in the selected Group will be added automatically when the Trip is created
A Trip can be opened in a number of ways
Entering the Trip Number in the Trip No. Filed
Double clicking on a Trip Card
Clicking a Link from another view in Journease Go.
Each method will open a Trip Modal
