Runsheets

Runsheets

This article describes how to search/find and create a Runsheet using the Web Portal.


Runsheets



Search/Find a Runsheet

1. To search or find a runsheet on Runsheet Filter page, go to Transport > Operational Task > Runsheet, the Runsheet filter page will display as shown below.

         
    
2. On Runsheet Filter page, you can search any Runsheet either by Runsheet Number, Assigned To name, Quantity and Weight by manually enter the detail in the related column and then press Enter, as shown below.



3. If needed, then you can select a date Range by click on the Calendar Icon, and then select the appropriate option or can select the date range, once you select the date, click on Apply button, the Runsheet display with the date within your selected range as shown below.



4. You can also create a data filter by clicking on the Filter button, the Edit the Current Search Filter tab will display on screen as shown below.




5. On Edit the Current Search Filter tab, you can build a query that can be saved and quickly used to search and look for results in the table.
6. To do this, oEdit the Current Search Filter tab, you have to Select the field, Logic and Select Value and once your query is complete click on the Show results button which will determine if your query worked as expected (results will display if any present and the filter is setup correctly).
If required, you can also make the query as a shared query so that others may use this filter in your account. To do this on Edit the current search filter tab and click on the Shared Query checkbox, then click Show Results to save this change.

7. Once you completed the step 6, then the query can be selected from the list of saved queries and the filter now appears in the list as shown below.

                                                


8. If you want to see the Runsheet detail than double click on the any Runsheet number which you want to see OR right-click and open in new window to achieve the same result, the Runsheet Detail page will come where you can see the Runsheet Info, Additional Info and Consignment detail as shown below.
                                               

9. If requires then you can add/remove the column result by clicking on Column Selector tab () on Runsheet Detail page as well as Runsheet Filter page, similarly, way as did in others screen in TransVirtual.
10. Use the page selector at the bottom to scroll through the results if more than one page of results is there in Runsheet Filter page as shown below.

                        


How to Create a Runsheet

  1. To create a Runsheet on web portal, click on Transport > Operational Task > Runsheet, the Runsheet page will display as shown below.

                              

  1. Now click on the Create New, you will be presented on Runsheet Creation screen as shown below:

                        


  1. Now, first select the Source i.e., Employee or Agent, then click the appropriate Assignee with the help of Drop and Down button.

  2. Manually enter the Consignment Number in the related field and then click on the Add button () as shown below.

     

  3. Once you click on Add you will notice that the consignment then appears in the table indicating it is now assigned to the selected agent or employee and is part of this Runsheet as shown above.

  4. Repeat the step 4 until all applicable consignments have been assigned and the Runsheet is complete.

  5. Once all of the consignments have been added, you can click and hold a consignment to drive it around to place them in an order within the consignment list.

  6. The Sort column indicates the order they are in and thus what order the assigned user should do the run here you can drag and drop to re-order the consignments.
  7. Click on the Auto Route button to create the possible shortest route between all the consignments, when click on Auto Route, the Additional Info Required to Complete Auto Route pop up will display as shown below.
     


    You can do the Auto Route, when you added all the consignment in the Runsheet.
This Auto Route button will be enabled when you have more than one consignment in the Runsheet otherwise it will be disable.
      10. Select an approximate departure time that the assigned agent or employee will start this run and then click on the Continue button and you will be presented with a map outlining the shortest                   route for your order of consignments.
  1. It is important to note that you MUST have accurate address details for his function to work as expected. Click here for more information on how this can be done in a similar method using the mobile device.
    Click on the Release Runsheet button to release the run sheet. Ensure that this is only done once the Runsheet is complete.


Consignments added to a Runsheet via this page will appear in real time on the selected employee's device if assigning to an employee; as they are being added they will go to that user's device in the LOAD page.
Once the Runsheet has been released, these jobs will automatically move from the LOAD page across to the DELIVERY page without the user needing to do anything. 



Extra Information

Once a consignment has been added to a Runsheet and thus is assigned to the selected employee or agent, it CANNOT be removed from the Runsheet you are creating unless you open that specific consignment up and re-assign it to another agent or user. This typically should not be an issue as the Runsheet create page is to be used when you know the correct agent or employee ahead of time.

Any point to point jobs that are added to a Runsheet via this page will display BOTH legs of the consignment; you may see that a consignment appears twice. If so, this will likely be because it is a point to point job that contains both a pickup and delivery component. Having both legs display allows you to arrange each leg separately in an order that makes logical sense and is achievable by an employee or agent.
The Is Pickup column can be used to differentiate between the pickup leg and delivery leg:



In the above image, both lines are for the same consignment; the top line is the pickup leg and the second line is the delivery leg - this indicates that this is a point to point type consignment. 
Assigning a pickup or point to point job to an employee via the Pickup Allocation screen does NOT add the consignment to a Runsheet in the same way that using the Runsheet create page does.

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