TMW Operations
  • TMW Operations
  • Introduction to TMW Operations

TMW Operations

  • Introduction to TMW Operations
    • Understanding key terms and concepts
    • Entering orders
    • Where loads are assigned
    • Logging in and out
    • Viewing system details
    • Video directory
    • Release notes
      • What’s new in 2023.5
      • 2023
        • 2023.4.1.46 Service Pack
        • 2023.4
        • 2023.3
        • 2023.2.10.80 Service Pack
        • 2023.2
        • 2023.1
      • 2022
        • 2022.4.8.101 Service Pack
        • 2022.4
        • 2022.3.1.127 Service Pack
        • 2022.2.18.159 Service Pack
        • 2022.3
        • 2022.2
        • 2022.1
      • 2021
        • 2021.4.26.201 Service Pack
        • 2021.4.17.196 Service Pack
        • 2021.4.15.187 Service Pack
        • 2021.4.15.186 Service Pack
        • 2021.4.15.185 Service Pack
        • 2021.4.10.174 Service Pack
        • 2021.4
        • 2021.3.20.212 Service Pack
        • 2021.3.7.207 Service Pack
        • 2021.3
        • 2021.2.1.204 Service Pack
        • 2021.2.1.201 Service Pack
        • 2021.2.1.200 Service Pack
        • 2021.2
        • 2021.1.1.164 Service Pack
        • 2021.1.1.163 Service Pack
        • 2021.1.1.161 Service Pack
        • 2021.1.1.160 Service Pack
        • 2021.1.1.159 Service Pack
        • 2021.1
      • 2020
        • 2020.4.1.2025 Service Pack
        • 2020.4.1.195 Service Pack
        • 2020.4.1.189 Service Pack
        • 2020.4.1.181 Service Pack
        • 2020.4.1.180 Service Pack
        • 2020.4
        • 2020.3.1.258 Service Pack
        • 2020.3
        • 2020.2
        • 2020.1
      • 2019
        • 2019.4.0.54 Service Pack
        • 2019.4
        • 2019.3
        • 2019.2
        • 2019.1
      • 2018
        • 2018.4
        • 2018.3
        • 2018.2
        • 2018.1
      • 2017
        • 2017.6
        • 2017.5
        • 2017.3
        • 2017.2
        • 2017.1
  • Navigation and data entry
    • Understanding basic window features
    • Choosing a window layout
    • Navigating within the application
    • Basic data entry
      • Using keyboard shortcuts
      • Accessing the mileage windows
      • Using shortcuts specific to TMW Operations
    • Using reports
  • Data grids
    • Using data grids
      • Filtering data in a grid
      • Adding multiple filters to a grid
      • Working with columns
      • Grouping data in a grid
      • Copying column contents
      • Exporting data
      • Printing data
      • Saving or deleting a data grid layout
  • General system setup
    • Fields and options
      • Using the label file to customize fields
      • Editing event codes
      • Setting a company’s default pickup/delivery event
      • Setting up tab behavior for date/time fields
      • Working with pickup and delivery dates/times
      • Setting default values in the order header
      • Displaying only valid companies in the stops grids
      • Adding the Extra Information window
    • Money
      • Setting up currency conversions
      • Setting up charge types
      • Setting up pay types
      • Setting up unit conversions
      • Automating toll cost billing
    • Validation
      • Applying security to grid/table rows
        • System setup
        • Defining a table’s security
        • Assigning security to a user or group
        • Enforcing security setup
        • Restricting access to field options
      • Using record locking
      • Setting up company order requirements
      • Preventing the use of UNKNOWN as a valid Bill To ID
      • Using address validation in Stops grids
      • Setting up fleet licensing validation
      • Setting up jurisdictional licensing validation
    • Assets
      • Making and tracking changes to profile classifications
      • Limiting access to reference numbers
      • Overriding trailer scheduling conflicts
      • Setting up trailer compartments
      • Setting up prior commodity cleaning validation
      • Creating equipment configurations
      • Setting up Trimble Places
    • Workflow
      • Tracking changes to orders or trips
    • Communications
      • Using Cisco Click to Call
      • Setting up your system to send e-mail using SMTP
    • Directory of other setup options
  • Board views
    • Understanding board views
    • Defining and managing board views
      • Listing of SQL view names for boards
      • Creating board views
      • Applying restriction criteria to board views
      • Editing the columns for board views
      • Adding a nested view to a scroll view
      • Adding a restriction field to a scroll window
      • Restricting access to views
      • Setting up a default board view
      • Modifying a board view
      • Deleting a board view
    • Creating custom SQL views
  • Order Maintenance
    • Introduction to Order Maintenance
    • QUICK START: How do I enter orders?
    • Customizing the look and behavior of Order Maintenance
    • Basic order entry
    • Entering order header information
    • Entering stops
    • Entering freight details
    • Assigning resources
    • Looking up an order
    • Adding, changing, and deleting notes
    • Creating master orders
    • Creating multi-order jobs
  • Trip Folder
    • Layout of the Trip Folder
    • QUICK START: How do I update trips?
    • Customizing the look and behavior of the Trip Folder
      • Working with the extended set of Stop buttons
      • Detaching active tabs
      • Adding an expand/collapse control for the Trip Folder Stops grid
      • Setting up the Trip Folder as read only
      • Displaying a resource’s planned trips
      • Restricting edits to orders in the Trip Folder based on order status
      • Allowing edits to invoiced orders in the Trip Folder
      • Editing a trip after pay is processed
      • Automatically recording an unplanned deadhead
    • Looking up trips
    • Adding, inserting, and deleting stops
    • Adding, inserting, and deleting commodities
    • Assigning resources to a trip
    • Adding, changing, and deleting notes
    • Checking in paperwork
    • Working with check calls in the Trip Folder
    • Recording service exceptions
    • Transferring or cross-docking freight
    • Recording temperature data for trailer zones
    • Viewing average facility dwell times
  • Planning Worksheet
    • Layout of the Planning Worksheet
      • Available Trips
      • Available Resources
      • Understanding the symbols displayed in the Planning Worksheet
    • QUICK START: How do I plan loads?
    • Customizing the look and behavior of Planning Worksheet
    • Retrieving records
    • Sorting and filtering trips and resources
    • Editing trip data
      • Changing the status of multiple trips
      • Recording trip comments
    • Printing Planning Worksheet reports
    • Using the Driver Mass Assign feature
    • Using the Mass Assign Dates feature
    • Using the Turnpike Doubles feature
    • Generating and using Trimble Dispatch Advisor (TDA) recommendations
    • Using MatchAdvice for assignment recommendations
    • Using Appian DirectRoute for routing optimization
  • Shift-based dispatch
    • Introduction to shift-based dispatch
    • Introduction to scheduling drivers
    • Creating and maintaining schedule templates
    • Generating and managing driver schedules
    • Introduction to the Trip Planner
    • Retrieving trips and resources in the Trip Planner
    • Assigning trips and resources in the Trip Planner
    • Dispatching trips and shifts in the Trip Planner
    • Working with multi-order jobs in the Trip Planner
    • Using the Swap Driver Shifts feature
  • Common dispatch features
    • Directory of common dispatch features
    • Assigning resources in the Assign Driver/Equipment window
      • Basic setup
      • Making resource assignments and trip updates
    • Responding to warnings and fixing errors
      • Validating trips for fleet licensing
    • Viewing a web-based map of a trip
    • Splitting a trip
    • Consolidating orders on a movement
    • Consolidating orders using Load Builder
    • Dispatching an empty move
      • Splitting an empty move
      • Requiring reasons for empty moves
    • Pre-rating an order
    • Issuing pay for a trip
    • Canceling an order
      • Canceling an order in version 2020.1 and later
      • Canceling an order in versions prior to 2020.1
    • Copying an order or trip
    • Scheduling routes
      • Creating and editing routes
      • Retrieving and processing routes
    • Scheduling appointments
    • Logging hours of service
    • Viewing PeopleNet eDriver Logs entries
    • Recording and reviewing check calls
    • Viewing a resource’s assignment history
    • Recording reasons for early/late arrivals or departures
    • Determining point-to-point mileage
      • Using enhanced mileage features in the Manage Mileage Table
    • Using Company Lat/Long window
    • Using extended assets for turnpike triples
  • Common profile features
    • Recording accident information
  • Notes
    • Introduction to the Notes feature
    • Setup for the Notes feature
    • Adding, changing, and deleting notes
    • Using the pop-up notes feature
    • Copying profile notes to orders
  • Load requirements
    • What are load requirements/preferences?
    • Setting up the system to use load requirements
      • Recording driver qualifications in the driver profile
      • Recording tractor accessories in the tractor profile
      • Recording trailer accessories in the trailer profile
      • Recording carrier qualifications in the carrier profile
    • Recording default load requirements
      • Recording load requirements for a company
      • Recording load requirements for a commodity
    • Recording load requirements for an order
    • Resolving load requirement conflicts when assigning resources
    • Working with special load requirements based on commodity count, weight, or size)
  • Expirations
    • What are expirations?
      • Viewing expiration warning indicators
    • Setting up the system to use expirations
    • Working with expirations
    • Terminating resources and reactivating drivers
      • Accessing records for terminated resources
  • Credit checking
    • Using the Credit Checking feature
      • Creating a Bill To-specific override
      • Responding to credit checking warnings
  • Tracking detention
    • Detention tracking overview
    • Setting up detention tracking
  • Profiles
    • Copy profiles
    • Driver profiles
      • Driver Profiles window overview
        • Header information
        • Information tab
        • Driver Management tab
      • Creating driver profiles
    • Using Trimble Places
  • Scroll records
    • Using scroll windows to look up records
    • General setup for scroll windows
      • Preventing users from editing profile data accessed from scroll windows
      • Preventing users from exporting scroll data to Microsoft Excel
    • Branches
    • Carriers
    • Commodities
    • Companies
    • Drivers
    • Empty Moves
    • Expirations
    • Orders
    • Passengers
    • Pay To
    • Reference Numbers
    • Stops
    • Third Party
    • Tractors
    • Trailers
    • Truck Stops
  • Layouts - Overview
    • Using layouts to add security and control user actions
  • Layouts - Menus and toolbars
    • Changing menus and toolbars
    • Customizing menus
    • Customizing toolbars
    • Defining custom commands to add to a menu or toolbar
      • Understanding the Custom Menus window
      • Associating icons with custom commands
    • Saving and deleting menus and toolbars
  • Layouts - Windows
    • Changing a window layout
      • Basing a new layout on the factory default
      • Adding and removing fields
      • Applying security to fields
      • Using rules to restrict field values
      • Controlling the number of instant best match results for a company field
      • Changing a field’s look or position
      • Controlling the tabbing sequence
      • Customizing detail tabs
    • Applying conditional validity
    • Adding links, reports, and custom grids to a window
      • Adding hyperlinks and embedded webpages
      • Adding reports and embedded report viewers
      • Adding custom grids
      • Using parameters
    • Saving, loading, and resetting a window layout
    • Copying layouts from one database to another
  • Layouts - Data grids
    • Changing a data grid layout
    • Applying conditional formatting
      • Examples of conditional formatting
        • Highlighting specific entries in a column
        • Color-coding dispatch statuses
    • Applying conditional editing
    • Summarizing data in grids
    • Fixing views to include required columns
  • Layouts - Assigning layouts to users
    • Assigning window and grid layouts
  • Company Planner
    • Introduction to the Company Planner
      • Understanding the Company Planner Setup window
    • Planning a board
      • Choosing cell types
      • Understanding publisher events
      • Understanding subscriber action types
      • Understanding how events and actions work together
    • Creating a Company Planner board
    • Implementing a Company Planner board
  • TotalMail
    • Introduction to TotalMail
    • Setting up your system for TotalMail
    • Using the TotalMail Viewer
    • Viewing messages for an asset assigned to a trip
    • Viewing messages for drivers and tractors
    • Sending messages based on TotalMail forms
    • Marking an order as Dispatched without sending the load to TotalMail
    • Using geofences
  • EDI
    • Introduction to EDI
      • Setting up your system to create Outbound 204 files
    • Processing Inbound 204 load tender messages
    • Manually processing 204 load tender updates
    • Manually creating 214 data for an updated order
    • Transferring 214 data into a flat file
    • Working with archived invoices and status updates
    • Processing Inbound 214 status updates
    • Reviewing tendered loads and status updates
  • TruETA Agent
    • TruETA Agent overview
    • Installing and setting up TruETA Agent
      • TruETA Agent general requirements
      • Downloading the application files
      • Installing the TruETA Agent
      • Setting up TruETA in the ETA Agent window
    • Introduction to TruETA Agent
      • Running TruETA Agent calculations manually
      • Viewing late trips in the ETA Agent window
      • Viewing TruETA Agent information
  • TruETA
    • TruETA overview
    • TruETA administrator topics
      • Downloading the required files
      • Installing and configuring SystemsLink for TruETA
      • Installing and configuring WorkCycle for TruETA
      • Setting up TMW Operations for TruETA
      • Troubleshooting TruETA connections
    • TruETA user topics
      • Understanding Out of Corridor and Out of Range
      • Using TruETA Preplanning to pre-plan a driver’s trip
      • Chaining trips together
  • Fuel Maintenance
    • Introduction to Fuel Maintenance features
    • Working with vendor flat file layouts
    • Working with account and customer codes
    • Working with security cards
    • Working with fuel cards
    • Working with truck stop profiles
    • Processing fuel transactions and card advances
    • Working with service center rebates
    • Working with fuel product codes
  • Fuel orders
    • Recording commodity sub codes
    • Allowing for different commodity densities at each rack
    • Maintaining commodity and subclass products for pickup and delivery locations
    • Recording trailer cleaning
    • Setting up a tank maintenance profile for a company
    • Loading by Compartment
  • Brokerage
    • Brokerage overview
    • Setting up the system for brokerage
      • Excluding charges from target profit calculations
      • Setting up carrier lanes
      • Setting up load confirmations
      • Setting up the system to use interactive maps
      • Verifying carrier profiles are set up for brokerage
      • Setting up carrier groups
    • Covering an order
      • Negotiating with carriers
      • Assigning a carrier to an order
      • Assigning a carrier to multiple trip segments
    • Tracking trip progress
  • Intermodal
    • Introduction to intermodal
    • Setting up your system for intermodal functionality
    • Creating and managing intermodal orders
  • 3G-TM integration
    • 3G-TM Rating integration overview
    • 3G-TM Advanced Mode Planning integration overview
    • Exporting TMW data to 3G-TM
    • Performing the TMW-side setup
    • Working with rate quotes
  • HubTran Trimble integration
    • HubTran Trimble Integration overview
    • HubTran Trimble Integration setup
  • Configuration settings used by TMW Operations
    • General Info Table settings
    • INI settings

Introduction to TMW Operations

TMW Operations is the umbrella application under which you can seamlessly access:

  • Order Maintenance

  • Trip Folder

  • Planning Worksheet

  • Trip Planner

This section provides a high-level overview of key TMW Operations features:

  • Entering orders

  • Where loads are assigned

  • Logging in and out of the application

  • Viewing system details

Contents