Checking in paperwork

You record the receipt of paperwork on the Paperwork tab in the Trip Folder. The paperwork tracking feature is optional; however, many TMW customers have stringent rules regarding the receipt and check-in of paperwork.

You set up the paperwork tracking feature in TMW Back Office. For more information about setting up and using this feature, see Setting up paperwork tracking, in the TMW Back Office online help.

Follow these steps to mark paperwork as received:

  1. Go to Operations > Trip Folder.
    The Trip Folder opens.

  2. Look up the order for which you want to check in paperwork.

  3. Select the Paperwork tab to view paperwork types.
    By default, the tab displays a list of required paperwork.

    Note: Select the Show All Paperwork checkbox to view all types of paperwork.

    image1

  4. To check in the paperwork, select its checkbox.
    The system records the date in the paperwork’s date field.

    image2

  5. If desired, use the two unnamed fields to record additional information.

    image3

    Note: You set up options for the unnamed fields in these labels in the Edit User Definable Fields window:

    • PaperWorkShipMode

    • PaperWorkMShipColor

    To access the Edit User Definable Fields window, go to Tools > Tools Maintenance > Edit User Definable Fields.

  6. Save your entry.