Expirations

Expirations are key activities and out-of-service dates for resources and equipment, such as vacations for drivers, or scheduled maintenance repair for tractors. You also can enter expirations for companies for such things as account review and company shutdowns.

Access method:

Go to Tools > Scrolls > Expirations Scroll.

The system retrieves records that match all restrictions entered on all sub tabs, not just those restrictions set on the sub tab currently in the front.

Expirations scroll - Quick Search tab

Use this sub tab to set restrictions based on expirations status, priority, description, and dates.

Completed

You can restrict the display to expirations that are in effect or scheduled (Open), completed (Closed), or both.

The default is Open.

Priority

The priority level assigned to the expiration.

There are two priority levels:

Priority 1, also known as Required
The resource cannot be used on a trip while the expiration is in effect.
Priority 2, also known as Key Date
The resource can be used on a trip while the expiration is in effect.

Description

The data in this field contains free-form text that is entered when the expiration is created. You can search using a word, part of a word, or multiple words. The system will return records that contain the string of text that you entered.

Expiration Date

The range of dates between which the expirations are to go (or went) into effect.

Last Date

The range of dates between which the expirations are (or were) to end.

Completion Date

The range of dates between which the expirations were marked completed.

Expirations scroll - Location tab

Use this sub tab to set restrictions based on company or city location.

When an expiration is created that causes an asset to move, you must enter the location where the resource will be once the expiration is complete. Company can be a customer facility or a location where resources are routed to complete expirations, such as a repair shop.

Searching by city broadens the search to include all companies or facilities in the city where resources are expected to complete expirations.

You can add multiple companies or cities to the search by clicking on the blue arrow button at the right of the drop-down.

Company/
Selected Companies

To restrict based on company location:

In the Company field, enter the ID assigned to the company in your TMWSuite database. This is the company where the resource is located or expected to be located.
Click the blue arrow button. The company ID and the company name move to the Selected Companies section. Repeat this step for each additional company.
- To remove a company from the list, highlight it and click Remove Selected.
- To remove all the companies from the list, click Clear All.

City/
Selected Cities

Enter the city and state/province and click the blue arrow button. Your entry is shown in the Selected Cities section. Repeat this step for each additional city.

To remove a city from the selected list, highlight it and click Remove Selected.
To remove all cities from the selected list, click Clear All.

Expirations scroll - Asset tab

Use this sub tab to select the type of profile for which you want to view expirations. In addition to carriers, drivers, tractors, and trailers, you can look up expirations for companies. You also can restrict the list to a specific expiration type.

When you select the profile type in the Asset field, the restriction fields will change to show the available options for your selection. Any restrictions that are not applicable for a profile have a grayed-out appearance.

Company restrictions

Carrier restrictions

Driver restrictions

Tractor restrictions

Trailer restrictions

Restriction fields for all profile types are defined below. The fields are listed in alphabetical order.

Restriction fields are set up in the label file in in the Edit User Definable Fields window. You can customize the name that appears on the user interface.

Asset

Profile type (company, carrier, driver, tractor, trailer).

Note: The options available in the Asset field are determined by the available profile types.

CarType1-4

User-defined carrier classifications.

Company

Company classification to which assets are assigned.

Division

Division classification to which assets are assigned.

Domicile

Drivers' home location.

DrvType1-4

User-defined driver classifications.

Expiration Code

Expiration type. Types are defined in these labels:

Carrier: CarExp and CarStatus
Driver: DrvExp and DrvStatus
Tractor: TrcExp and TrcStatus
Trailer: TrlExp and TrlStatus
Company: CmpExp and CmpStatus

Fleet

Fleet classification to which assets are assigned.

Rev Type1-4

Revenue classifications to which the companies are assigned.

Team Leader

Team leader to which drivers are assigned.

Terminal

Terminal classifications to which assets are assigned.

TrcType1-4

Classifications to which tractors are assigned.

TrlType1-4

Classifications to which trailers are assigned.

Expirations scroll - Accessing the Profile window

When the list of records is displayed, do one of the following:

Double-click on a row.
The profile window opens as a tab within TMW Back Office. You can easily switch from one tab to another.
Select the row, and then click the Profile button.
The profile window opens as a separate window.
Right-click on the profile ID From the shortcut menu, select View Profile.
The profile window opens as a separate window.

When a profile opens in a separate window, you cannot access windows shown in the background.