Trip Planning

Quick Find:-

• Filtering Trips

• Creating New Trip

• Show Un-Tripped Addresses

• Adding Jobs To a Trip

• Opening a Trip

Related Pages:-

Filtering Trips

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

Creating New Trip

• 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

Show Un-Tripped Addresses

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

Adding Jobs to Trips

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

  • 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

  • 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.

• 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

• 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 PINs

• 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

Opening A Trip

• 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