Trip Planning

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 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

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

You can add jobs to trips in multiple ways:

1. 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.

2. 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).

3. 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.

4. 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.

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