Understanding board views

Resource views pull data from resource profiles and impose restrictions based on that data. Resource views are used in:

An outbound view displays outbound trip segments that are ready for dispatch. The data in the grid can be considered a to do list. Usually, it displays the trips that have not yet begun. Trips are listed according to their origin points. Outbound views pull trip data and impose restrictions based on that data. Outbound views are used for:

The default outbound view is All loads.

Inbound views apply only to the Planning Worksheet.

By default, the inbound view lists trips according to assigned tractors and their destinations. This allows you to see where and when resources are (or will be) available. This type of view controls all of the tabs shown at the bottom of the window.

The default inbound view is All Inbound.

Shift views apply only to the Trip Planner. They are for trucking companies that have standard shifts for each of their terminals. The shifts identify days that drivers are on or off duty.

This type of view controls the Tractor and Trailer tabs shown at the top of the window, as well as the Driver Shift pane at the bottom of the window.

In this Trip Planner example, the Tractors tab is selected. The Driver Shift pane is always visible at the bottom of the window.

The default planning board view is Scroll Shift.

Appointment scheduler views are used to restrict trips in the Appointment Scheduler’s Stops grid. Normally, you would use this grid to find trips that need to be scheduled; though there are times you would search for trips that have been scheduled, in case a trip was delayed and you need to reschedule it.

This illustration displays the Appointment Scheduler’s Stops grid.

The default Appointment Scheduler view is Scroll Appointments.

Your system administrator uses a view definition window to set up views for dispatchers' use. A view may be for a specific person, or for a dispatch group. It restricts the data, so the record list is shorter and specific to dispatchers' areas of responsibility.

This illustration of the Trips Board Definition window shows the restriction fields for inbound views. A view definition window’s name, layout, and restrictions vary by view type.

Each view has a unique name. When you access the Planning Worksheet, Trip Planner, or Appointment Scheduler, you choose the view you want in the header area of the window. When you click Retrieve, the system returns a list of records that match the view’s restrictions. This example shows a list of outbound views for the Available Trips grid on the Planning Worksheet.

To see a view’s restrictions, or temporarily change them, you can click the Restrict button. The system displays the same Board Definition window your system administrator used to set up the view. If you make changes to restrictions and exit the window, your modified view is shown as <Custom>. It remains in effect until you exit the planning board or select another view.

Dispatchers can modify views to which they have access by doing any of the following:

System administrators of TMW Operations can create new views to meet the needs of different planning board users. For example, an administrator can preset different restrictions and column configurations for dispatchers who work with different terminals, geographic locations, or customers.

For views, administrators can:

Planning board views originate from system-default SQL views. System administrators with knowledge of SQL can create additional SQL views. To do so, they copy the default SQL view and then alter the SQL SELECT query. The resulting views can retrieve additional table columns or exclude table columns that do not apply to the company’s way of doing business.

The new SQL views become available to access from within TMW Operations to set up and assign to users or user groups.