Dashboard
SUMMARY / PURPOSE
This guide explains what each widget displays, how to configure the dashboard, and how to use individual widgets.
OVERVIEW
The dashboard provides a customizable view of operational data across your TransVirtual portal.
On the Homepage, you can access the dashboard by either clicking it in the Quick Links window:
Or by navigating via the Menu ribbon: Transport -> Operational Tasks -> Dashboard
By default, the dashboard should look like below. To modify the widgets shown in there, click on the widget "eye" icon on the upper right corner of the dashboard:
Upon clicking on that icon, a window will open showing you all the available widgets and those ticked with check marks are the ones currently on display:
Widgets can also be moved around the dashboard to customise your view by dragging and dropping.
NOTE: Additional widgets are being developed and may be added in the future.WIDGET DESCRIPTIONS
Todays Progress
This widget gives you an overview of consignments where you can see the customer's name, consignments due today and its delivery date.
Last Deliveries
The last deliveries widget shows the recent deliveries, where you can see the name of the driver who completed the delivery, where it was delivered, and when it was delivered.
Last Known Locations (Today)
This widget shows the most recent GPS locations of drivers.
NOTE: If needed, you can refresh the map by clicking on the refresh icon (Transvirtual News
This widget reflects any updates related to Transvirtual on social media such as Twitter/X. For now, only Twitter/X is shown here but can be expanded in the future.
Pickup Activity
This widget shows active pickups, the date of consignments, consignment numbers, pickup locations, and the consignment status.
Price Request
This widget gives you the ability to generate a quote similar to the Transport Quotes page.
NOTE: The mandatory fields for the Price Request widget to calculate the price are the Customer, Sending Location, and Receiving Location. The Items info will also need to have at least the Qty, Description (freight item type), Total Weight, and the dimensions.
Agent Manifest
This widget shows the current agent manifests and gives a breakdown summary of the manifests. On the left-hand side of the Agent Manifests widget, you can see the Manifest Creation Date, Manifest Number, Agent Name and Status and on the right-hand side you can see Manifest's basic info (Manifest number and Date), Summary of Goods Manifested Info (Quantity, Description, Weight and Cubic).
NOTE: On this widget, you can print the Labels, Connotes, and Manifests. You can also view the Manifest by clicking on the appropriate button located below the available actions.
Customer Manifest
This widget shows current customer manifests and gives a breakdown summary of the manifests (Pickup Required option is not available in current tab) as shown below.
1. On this widget, you can see the basic detail of the Manifest such as the Manifest date, Manifest Number, Customer Name and Current status of manifest (i.e., Close or Open).
2. Apart from basic details, you can see the Manifest info, summary of goods manifested where you can see the item quantity, name, weight and their Cubic.
3. You can also print the Labels, Connotes, Manifests and view the Manifest by clicking on the appropriate button located below the available actions.
Load Vehicle
This widget shows what each driver/user has in their load page. Clicking on a Driver shows what consignments that driver has in their load page. The Unassigned section shows any consignments that are currently unassigned (not loaded) and require load scanning and actioning.
1. On this widget, you can create a new consignment and can edit a driver.
2. To create a consignment, click on Create Consignment button on the upper right corner of the widget and follow the instructions as described in the Create Consignment article.
3. To Edit Drivers, click and Edit Drivers button and then follow the instructions described in the Edit Driver article.
4. To edit any existing article, double click on the Consignment Number and then follow the instructions described in the Consignment details article.
On Delivery
1. This widget shows consignments that are in a driver/user's delivery page. You can see the driver drop count, consignment quantity assigned to that driver for delivery, item quantity in that consignment, weight and cubic.
2. If you select the driver, the detail of the consignment will be visible on the right-hand side where you can see Consignment number, Customer, Receiver's Name, Receiver's Suburb, Quantity, Weight, Cubic and ETA.
3. If you want to edit the details of consignment, then double click on any of the detail present in right-hand side, you will be redirect to consignment detail page and then follow the instructions describe in the Consignment Details article.
NOTE: Consignments which are coloured White are the ones that have not yet been delivered and the consignment which are coloured Green have been delivered.Expected Linehaul
This widget shows freight that is picked up (or pending pickup) which has not yet been linehaul scanned - and gives you an overview of headports, consignment quantities, item quantities, weight and cubic as shown below.
Due Today, Unassigned
This widget shows consignments that are due for pickup or delivery today and are yet to be assigned.
1. On this widget you can see the customer name, consignment quantity, item quantity, weight and cubic.
2. On the right-hand side of the widget, you can see the total consignment due of that particular customer along with all the details (i.e., consignment number, due date, status, Name, Suburb, Quantity, Weight, Instructions and Additional info)
NOTE: If needed, you can edit any of the consignment detail by double click on the any of the Information mention in the right-hand side of the widget screen, then you will be redirect to consignment detail page and then follow the instructions describe in Consignment details (Add a hyper link of consignment details article here).
WIDGET SETTINGS
Transvirtual lets you update any of the widget title to suit your needs.
1. To update the Widget title, click on the settings icon (
) located at the top right corner of the widget window:
2. Enter the title of the widget in the provided space:
3. Finally, click on the orange OK button (
) and the title of the widget will be updated.
Some widgets like the Last Known Locations (Today) have the Headport setting available:
You can use that to show just the drivers for that particular headport.
Other widgets also have additional settings, so feel free to open the settings window to check what those are:
NOTE: The blue/white helper icons (
Super-admins have the authorisation to update the global setting of any of the widgets mentioned above.
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