Directory of other setup options

TMW Operations offers many setup options that allow you to configure the system to best meet your company’s needs. For some features, the setup is best explained in combination with information on how end users use them. This table lists those features and provides links to the topics that describe them.

Feature	Description
Layout security for windows grids and menus	Designing and modifying layouts for windows, data grids, and menus Assigning layouts to users Using layouts to add security and control user actions
Field-level validation	You can create rules to restrict the value that can be saved in a field. You can require that a field contain certain information or not be left blank. Using rules to restrict field values
Links, reports, and custom grids	Adding links, reports, and custom grids that allow you to view customized information important to your company directly inside TMW Operations windows Adding links, reports, and custom grids to a window
Scroll windows	Enabling users' ability to use the scroll windows to edit and export data General setup for scroll windows
Options for logging in and out	Using the global logon feature Specifying the graphic for the login window Logging off without a confirmation message Setup options for logon and logoff
Board setup	Setting up views, which control database column retrieval and restrictions for the grids in the Planning Worksheet and Trip Planner Defining and managing board views Creating custom SQL views
Driver schedules for shift-based dispatch	Setting up and assigning schedules for drivers' shifts Note: Schedules apply only if you use the Trip Planner to do shift-based dispatch. Introduction to scheduling drivers Creating and maintaining schedule templates Generating and managing driver schedules
Trip Planner window setup	Using the Cell Designer to configure the look of these sections on the Trip Planner: Driver Shift* pane, which lists the drivers that are on duty for a specific day Assignment Plan* pane, which consists of trip time blocks for on-duty drivers Note: The Trip Planner is designed only for shift-based dispatch. You cannot use it in combination with the Trip Folder or Planning Worksheet. Designing cell layouts for the Shift and Assignment Plan panes
Assigning drivers, tractors, and trailers in the Assign Driver/ Equipment window	Specifying rules for how resource assignment is handled in the Assign Driver/Equipment window Note: This window is not used for shift-based dispatch. Basic setup for the Assign Driver/Equipment window
Notes feature	Setting up the feature that you use to enter free-form text for resource profiles and trips Setup for the Notes feature Using the pop-up notes feature Copying profile notes to an order
Load requirements	Setting up the feature that allows you to specify the accessories, characteristics, or qualifications that resources must have to haul specific loads Setting up the system to use load requirements Recording default load requirements Specifying the default condition for load requirements
Expirations	Setting up the feature that allows you to record important activities and out-of-service dates for such things as driver vacations and equipment maintenance Setting up the system to use expirations
Maps	Setting up the feature allows you to use ALK Maps so that you can view and track trip and resource data on a graphical map. Setting up the mapping feature

Feature

Description

Layout security for windows grids and menus

Designing and modifying layouts for windows, data grids, and menus
Assigning layouts to users

Using layouts to add security and control user actions

Field-level validation

You can create rules to restrict the value that can be saved in a field. You can require that a field contain certain information or not be left blank.

Using rules to restrict field values

Links, reports, and custom grids

Adding links, reports, and custom grids that allow you to view customized information important to your company directly inside TMW Operations windows

Adding links, reports, and custom grids to a window

Scroll windows

Enabling users' ability to use the scroll windows to edit and export data

General setup for scroll windows

Options for logging in and out

Using the global logon feature
Specifying the graphic for the login window
Logging off without a confirmation message

Setup options for logon and logoff

Board setup

Setting up views, which control database column retrieval and restrictions for the grids in the Planning Worksheet and Trip Planner

Defining and managing board views

Creating custom SQL views

Driver schedules for shift-based dispatch

Setting up and assigning schedules for drivers' shifts

Note: Schedules apply only if you use the Trip Planner to do shift-based dispatch.

Trip Planner window setup

Using the Cell Designer to configure the look of these sections on the Trip Planner:

Driver Shift* pane, which lists the drivers that are on duty for a specific day
Assignment Plan* pane, which consists of trip time blocks for on-duty drivers

Note: The Trip Planner is designed only for shift-based dispatch. You cannot use it in combination with the Trip Folder or Planning Worksheet.

Designing cell layouts for the Shift and Assignment Plan panes

Assigning drivers, tractors, and trailers in the Assign Driver/
Equipment window

Specifying rules for how resource assignment is handled in the Assign Driver/Equipment window

Note: This window is not used for shift-based dispatch.

Basic setup for the Assign Driver/Equipment window

Notes feature

Setting up the feature that you use to enter free-form text for resource profiles and trips

Load requirements

Setting up the feature that allows you to specify the accessories, characteristics, or qualifications that resources must have to haul specific loads

Expirations

Setting up the feature that allows you to record important activities and out-of-service dates for such things as driver vacations and equipment maintenance

Setting up the system to use expirations

Maps

Setting up the feature allows you to use ALK Maps so that you can view and track trip and resource data on a graphical map.

Setting up the mapping feature