Resources section
The Resources tab lists all the available resources that can be assigned to planned or active trips. You can drag any of the available resources onto trips to assign them.
Details for each resource come from their respective Profiles application.
Resources toolbar
Each Resources sub-tab has a toolbar. These toolbars have shared functions:
Menu option | Definition |
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Refreshes the data for the chosen tab. |
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Opens the Filter Trips window, which lets you create field-specific or SQL-based custom filters for the grid. |
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Clears any applied filters. |
Search |
Searches for a specific record. |
Filter |
Filters records based on the currently selected grid column header. To filter the records:
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Resource toolbar shortcut menu
The toolbars for the Resource tabs have shared shortcut menu options. Right-click any of the toolbars to open its shortcut menu.
Menu option | Definition |
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Toggle Design Mode |
Activates the Screen Design mode to create and save different layouts. For more information, see Custom Screen Design Mode and Screen Design tab. |
Set Filter |
Opens the Filter Trips window, which lets you create field-specific or SQL-based custom filters for the trip grid. |
Clear Filter |
Clears any custom filters. |
Load Quick Filters Layout |
Loads your saved Quick Filters layout. |
Save Quick Filters Layout |
Saves the currently applied Quick Filters as a layout. This layout loads when you select Load Quick Filters Layout. |
Your saved Quick Filters for the grid also appear in the shortcut menu:
Resource shortcut menu options
These shortcut menu options are available in most of the resource tabs:
Menu option | Definition |
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Toggle Design Mode |
Activates the Screen Design mode to create and save different layouts. |
Full Screen |
Expands this grid to fill the whole screen. Select Ctrl+F to return to the previous view. |
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Opens the Filter Trips window, which lets you create field-specific or SQL-based custom filters for the grid. |
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Clears any filter that has been applied to the tab. |
Anchored Columns |
Locks columns on the left side of the grid in place when scrolling to the right. Enter the number of columns you want to anchor. Set the value back to zero to remove the anchors. |
Reposition |
Opens the Trip Status Change and Equipment Repositioning window. Here you can create a trip that will move a resource to a new location. |
Status Change |
Changes the status of the resource. |
View Location History |
Shows the location history for the resource. |
Find Resource Near |
Opens the Find Near window for the type of resource you are trying to find. |
Find Trips Near |
Opens the Find Trip Near window to the Trip tab. |
New |
Opens the Profiles program for the resource with a new blank record. |
View Profile |
Shows the resource’s details in its Profiles module. |
Special Events |
Shows any upcoming special events for the resource. |
Drivers
The Drivers tab lists all the drivers that are currently available. Driver codes must have their Active Dispatch checkbox selected in Driver Profiles to appear in this list.
Drivers shortcut menu
The Drivers tab has some unique shortcut menu options.
Menu option | Definition |
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Find Load for Driver |
Searches for available freight in the driver’s current or final zone using the Find Near window. |
View Driver Logbook |
Opens the Logbook window. This window pulls information from the Logbooks application for the selected driver. |
Shift Management |
Opens the Shift Management window. The data here matches the Driver Shifts grid in the Shift Management tab of Driver Profiles. Use the navigation tools to create a new shift for any driver and manage their shift information. |
Driver Diary |
Allows you to access the Diary window for the selected Driver. Access to this option is controlled by Security Setup. |
Driver Call-In |
Opens the Driver Call-in application. |
Manage Driver’s Fuel/Credit Cards |
Shows the driver’s fuel cards and credit cards. |
Manage Driver’s Fuel/Credit Child Accounts |
Shows the driver’s Child card accounts. |
Sort Planned Trips |
Opens the Auto Dispatch or Sort Driver Trips tab. The tab that opens depends on your Auto Dispatch Method app configuration setting. |
View Images via <vendor> |
Opens any images or documents associated with this driver. It uses the imaging vendor you have configured to work with TruckMate. |
Call Command Center |
Opens the Command Center. This option only appears if it has been set up in Codes Maintenance. |
Power Units
The Power Units tab lists all the power units that are currently available.
Power units shortcut menu
The Power Units tab has some unique shortcut menu options.
Menu option | Definition |
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Manage Punit’s Fuel/Credit Cards |
Shows card information for the power unit. |
Vehicle Health Score |
Opens TMT Vehicle Health Score. For TruckMate customers who also use TMT Fleet Maintenance, the Vehicle Health Score has been integrated into several areas of TruckMate. The Vehicle Health Score shows VIN-based diagnostics and other predictive metrics. This can also be accessed from Power Unit Profiles > TMT Information tab > Vehicle Health Score. |
Reefer Monitor Settings |
Opens the Reefer Monitoring window where you can set up scheduled ReeferTracs Monitoring for the power unit’s trailer. |
Trailers
The Trailers tab lists all the trailers that are currently available.
Trailers shortcut menu
The Trailers tab has two unique shortcut menu options.
Menu option | Definition |
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Reefer Monitor Settings |
Opens the Reefer Monitoring window where you can set up scheduled ReeferTracs Monitoring for the selected trailer. |
View Reefer Events |
Opens the Reefer Events for Trailer <x> window that shows historical reefer events and alarms for this trailer. |
Chassis
The Chassis tab lists all the chassis that are currently available.
The Chassis tab only has one unique shortcut menu option. Select View Genset Events to open the Genset Events for Chassis window.
This shows any historical reefer events and alarms for a chassis that has an integration with ORBCOMM.
Containers
The Containers tab lists all the containers that are currently available.
Containers shortcut menu
The Containers tab has some unique shortcut menu options.
Menu option | Definition |
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Quick New |
Opens the Quick Container Entry window so you can add a new container with the minimum required details. |
Set Container Inactive |
Sets the currently selected container to Inactive. |
View IM Trace |
Opens the Intermodal Trace program. |
Inter Change Form |
Opens the Container Interchange window. You cannot access this window unless the selected container is set to Available. |
Misc Equipment
The Misc Equipment tab lists all the miscellaneous equipment that is currently available. It does not have any unique shortcut menu options.
Carriers
The Carriers tab lists all the currently available carriers.
This tab only has one unique shortcut menu option. Select View Carrier Profile to show the selected carrier’s details from Customer & Vendor Profiles.
Load Request
The Load Request tab lists any outstanding load requests.
Load Request shortcut menu
The Load Request tab has three unique shortcut menu options.
Menu option | Definition |
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New |
Opens the Enter a Load Request window without any details entered. |
Edit |
Opens the Enter a Load Request window with the selected load request’s details entered. |
Delete |
Deletes the selected Load Request detail line. |
Yard
The Yard tab displays trailers, containers, and chassis:
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That are in an Availability status as configured in Codes Maintenance.
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Whose current zone matches your terminal view.
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That have been set to the Park in Yard status.
Select Refresh frequently to update the available equipment on the Trailer Pool grid.
You can drag these resources to the Doors tab to match them to trips.
Trailer Pool filters
The following Trailer Pool filters are available:
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Trailers
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Straight Truck
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Chassis
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Container
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Carrier
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No Resource
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At Door
Some filters have specific functions:
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Carrier: Shows trips that have been parked in the yard with only an interliner attached to them.
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No Resource: Shows trips that have been parked in the yard without any attached resources. This can be useful for brokerage or non-asset based companies.
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At Door: Shows resources that are at a door. This option can be hidden with the Yard - Show at door setting in Application Configurator.
Yard shortcut menu
The Yard tab has some unique shortcut menu options.
Menu option | Definition |
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Show Trip Status |
Shows the status events for this trip. |
Trip Operation Planning |
Opens Trip Operation Planning. |
Convert Trailer to Trap |
A trap is a temporary storage location for freight using resources that can house freight (trailers, straight trucks and containers). Traps allow for loading, unloading, and parking into the yard. Select this option to convert the selected trailer into a trap. You cannot select this option if the trailer’s trip is unloading at a door. Instead, you must select Finished Unloading and convert the remaining "loaded" items into a trap. When a trip is converted into a trap at the door, the trap remains at the door instead of being moved to the yard. This ensures a single consistent conversion method that is identical to the one used in ConnectedDock. Only bills that are still partially loaded to the trap remain in the trap. The Yard grid now allows multiple trips to hold the same resource ID. This handles scenarios in which a resource was preplanned to multiple trips departing the terminal at the same time. |
Loaded To Go |
Sets the trip’s status to the Loaded to Go status code defined for the current working terminal. |
Barcode Item Details |
Opens the Barcode Item Details window where you can add, delete, and view barcode information. |