The Scheduler Screen

Understanding the scheduler screen

The scheduler screen can be accessed either via the button on right in the TransMaS header bar on every screen, or from within the sidebar menu.

1. Unallocated Orders - The unallocated orders part of the screen shows a listing of all unallocated orders for the day.
2. Date Picker - You can use the arrows to go forward or back a day or click in the box to pick a date.
3. Loads Panel - The loads panel shows list of vehicle/driver pairings available for work that day (we call this a “load”).
4. Contract/Bulk Orders - Any unfilled or partially unfilled contract orders can be seen in the lower half of the scheduler screen.
5. Daily Notes - This button opens a notepad for any daily notes you might want to take. These notes will show as a banner across the top of the Unallocated Orders.
6. Drivers/Vehicles/Trailers Tabs - This opens a panel at the bottom showing what's available.

Unallocated Orders

The list of orders here are populated by orders either created manually or accepted from the pending orders screen. Right click on any order line to copy or cancel the order.

You have several options for filtering and adjusting your view.

1. Comfort/Condensed View button

   Click here to toggle between comfort and condensed view. Comfort view will show more info - Collection and Delivery Town and Postcode will show under Collection From and Delivery To. And Condensed view will have each order as one line so you can fit more on the screen.

2. Column Selection

   Job number and dragging handles will always be shown. Other columns can be set by user; which columns you select won't affect others. The default columns are Customer, Reference, Collection From, Collection Date, Delivery Site, Delivery Date, Quantity, and Order Type.

   Other columns you can select from include Collection Reference, Collection Town, Collection Postcode, Delivery Reference, Delivery Town, Delivery Postcode, Rate, Collection Comments, Delivery Comments, Service Level, Products (Code), Duration, Container, Keywords, and Products (Name).

3. Customer Filter

   If you only want to work with orders from a specific customer(s), you can filter them here. If you click in the box it will show a drop down of customer codes that have orders for the selected day. Or you can start typing and press enter when the one you want is displayed. You can filter by multiple customers at a time.

4. Order Type

   The order type filter works the same as the customer filter and will show a drop down of order types when you click in the box.

5. General Filter - This will filter by any information in the columns, including hidden columns.

Loads Panel

The Load Panel shows all available loads for the selected day. Right click on a load line to view driver, vehicle, or trailer profile; confirm or delete load; or to view running sheet. If you need to add drivers to the load panel, see more at Load Creation.

Bulk orders

Any unfilled contract orders can be seen in the lower half of the scheduler screen. To draw down from a bulk order, click the handle at the end of the row and drag it into the top half of the scheduler or directly onto a load.

See more about: Working with Contract Orders

Drivers/Vehicles/Trailers Tabs

Clicking on one of the tabs at top opens a panel at the bottom of the screen showing available items. Additionally, you can click on each item to open its profile. Please note the panel does not update if you change the selected date while it is open; to look at the panel for a different day it needs to be closed and then reopened when a different day is selected.

The drivers tab shows any unused drivers for the day. Drivers shown in grey do not have a load created, and drivers shown in blue have a load created but no work assigned.

The vehicles tab shows all vehicles without work allocated. Vehicles shown in red are not assigned to a load. Vehicles shown in yellow are assigned to a load but have no work allocated. If a vehicle is marked as off-road it will show in purple with a spanner icon.

The trailer tab shows all trailers that are not assigned, and they are all red. If a trailer is assigned to a load, it is removed from the panel.

Next Steps

Learn how to schedule work with Planning in the Scheduler or use multi-mode for efficient planning.