How to Adjust Date and Time Range

The default view of the Operations Diary displays Operational actions taking place on today’s date.

The Tomorrow button adjusts the date to tomorrow’s date, while the W button displays a Week view.  A specific date can be selected using the Calendar icon [], or by clicking into the date directly [].

From here you can type in the date range, or you can use the date shortcuts (F9 is today’s date, F10 moves up one day, and F11 moves down one day). You can also use the arrows to adjust the dates [ ].

You can easily switch between viewing Morning or Afternoon actions by using the AM or PM toggles

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Additional Diary Views

By default, the screen will display Operational Diary Actions.  However, additional diary views can be added:

This allows you to view actions pertaining to a specific work unit, such as the Warehouse.  Some companies have a monitor in the Warehouse displaying all Warehouse actions for staff to view upcoming work.  Actions can be configured to display on multiple views (such as both the Warehouse view and the Operations view).

For example, an “Out of Warehouse / Delivery” action involves both the delivery crew, and the warehouse staff.  The default diary view is set in the Diary Actions Setup screen, using the “Diaries” field.  The view can also be adjusted for a Job in the Diary column.  For instance, I can remove the W from the Unload Shipment action on this Job, if I wish:

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Checkboxes

The “Labour Allocated” and “Vehicles Allocated” columns can be hidden using these checkboxes:

“Include Pending Jobs” will display Jobs in Status P to see potential bookings.

The default view can be customized to display Jobs for only your branch, or to display Jobs across all branches at your organization.  The System Parameter “Use Multiple Branch Filtering in the Daily Diary”, if set to Y, will enable this red checkmark

This checkmark allows you to set your default Branches to view.  To set your default branches, double click on the search box above the “Brch” column Choose all branches you would like to have displayed by default and press OK.  Press the red checkmark to set these branches as your default.

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Colours and Diary Actions/Tasks

Actions in the Search tab are coloured according to their status.  All tasks that have not been approved for action on the current day and require checking are displayed in blue text. Approved actions are displayed in black, completed actions in green and previously unapproved actions are displayed in pink.  Actions are coloured red if their allocated and estimated resources do not match.

Limits can be set for the maximum amount of Volume, Hours, Vehicles and Labour allocated to each diary action for a branch (see Setting Branch Limits).  Resource fields of a diary action are highlighted in yellow to indicate that the amount for the resource has reached 80% of the maximum limit. Resources allocated to diary actions that have exceeded the maximum limit are highlighted in red.

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The following tasks may be performed on Operational actions:

Display addresses in Google Maps	Plot the addresses of Jobs in Google Maps with the Plot Locations  button. See Using Google Maps.
Complete a scheduled action	Toggle an action as being complete or incomplete with the Complete  button. Completed actions are displayed in green. See Completing Actions.
Confirm a time or action	Confirm a scheduled start time or action with the client with the Confirm  button. See Confirming Start Times.
View the operational workload	View a graphical representation of Labour and Vehicle usage with the Display Activity  button. See Viewing the Operations Workload.
Allocate resources	View and allocate available Labour and Vehicle resources with the Vehicles/LabourLookup  button. See Allocating Resources.
View the operations event log	View a log of all Operations Diary events with the Event Log button. See Viewing the Event Log.
Send an SMS	Send an SMS within Moveware to a customer or employee in a selected action using the Send SMS  button. See Sending SMS Messages.
Un-assign an action	Remove an action from the Operations Diary with the Unassign  button.
Clear assigned resources	Remove the resources assigned to all actions with the Clear  button.  Note: this will remove all assigned resources on the screen.  This icon can be removed by setting the Value of the System Parameter “Daily Diary – Hide the Clear All Assigned Resources Button” to Y.
Add an action	Add a new action manually to the Operations Diary with the Add  button. See Adding a new Action.
Move an action one day forward	Move an action to the next day with the Move Task  button. See Modifying Actions.
Approve actions	The Operations Manager can approve a selected action with the Approve Task button, or approve all displayed actions with the Approve All  button. See Approving Actions.  This will notify the Move Manager that the action has been approved.
View notes for the current day	View notes for the current day using the Current Day  button.  This icon also allows you to caution or close a day.  Cautioning a day will provide a message to staff who attempt to assign this date to an action.  However, it will not stop them from doing so.  Closing a day will prevent any additional actions from using this date.

An extended view of the Operations Diary can be displayed by changing to the Planner Diary. See Viewing the Planner Diary.

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