Difference between revisions of "Customising the Planning View in Logistics Management"

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The following article explains how to customise the Job Planning view.
 
The following article explains how to customise the Job Planning view.
  
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== More Information ==
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== More Information ==
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The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.  
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The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.
  
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=== Permanent Basis ===
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== Permanent Changes ==
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Go to {{PlatinumSettings|Module Settings|{{TI}}|Planning Display Customisation}}.
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Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}.
  
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You will see the following columns:
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=== Default Planning View ===
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*The first column is the order in which the items will show across the Planning Display.
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The {{DataPrompt|Employee}} will show {{DataValue|General Users}}.
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*The {{DataPrompt|Field}} column allows you to choose the items to view in the Planning Display. Pressing {{KeyPress|F1}} or {{KeyPress|S-F1}} will scroll you forwards/backwards through the list of available items.
 
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*The {{DataPrompt|Width}} column is where you can specify the width of the column shown on the screen.
 
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{{Note|text=In some instances, you may not use all the space in a field and to get more items on the screen, you can reduce the amount of space that it uses on the Planning Display. Be careful not to lose useful information though!}}
 
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*The {{DataPrompt|Heading}} field defaults to the name of the item used in the {{DataPrompt|Field}} column and can be changed if you want to make it clearer to the users.
 
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*If the field chosen is one of the text blocks which have multiple lines, use the {{DataPrompt|Line/Item}} column to show which line of the text block is to be displayed.
 
  
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==== For Specific Users ====
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* Any changes you make in here will apply to all users.
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At the top of the screen, you will see {{DataPrompt|Employee}} with {{DataValue|General users}} shown alongside.
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* See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]] for an explanation of how to amend this screen.
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If you do not change this, any changes that you make to the settings on the screen will affect any new users and existing users that don't have their own settings.
 
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To change the settings for an individual user, press {{KeyPress|F5}}. This will take you to the {{DataPrompt|Employee}} code.
 
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Enter the relevant {{DataValue|Employee Code}}. You can search for the employee using {{KeyPress|C-F1}}.
 
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Press {{KeyPress|Enter}} to move to the main part of the screen and set the appropriate values for this user.
 
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Press {{KeyPress|ESC}} and accept this when complete.
 
  
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=== Temporary Basis ===
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=== Specific Employee Planning View ===
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You may customise the planning screen for a specific employee e.g. if a user needs to see a specific field which is not necessary for or useful to other users
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Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}.
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* Press {{KeyPress|F5}}.
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* At {{DataPrompt|Employee}} enter the relevant {{DataValue|Employee Code}}.
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** Press {{KeyPress|C-F1}} and click {{Button|List}}.
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** Select the employee in the list and click {{Button|Choose}}.
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* Amend the fields to suit this employee.
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** See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]].
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** To remove a column simply enter ''0'' in the {{DataPrompt|Field}} column.
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* Press {{KeyPress|ESC}} and {{Button|Accept}} the changes.
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== Temporary Changes ==
 
Go to {{Menu|{{TI}}|Job Planning}}.
 
Go to {{Menu|{{TI}}|Job Planning}}.
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*Press {{KeyPress|F2}} to pull up a list of today's jobs.
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* Press {{KeyPress|F2}} or click {{Button|Search}} to pull up a list of today's jobs.
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*Hold down the left mouse button on the relevant column heading and "drag and drop" it to suit your display requirements.
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*Platinum will save these column positions until you exit the Planning Display.
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To move a column e.g. to move the {{DataPrompt|Date}} column across to the left hand side of your screen, hold down the left mouse button on the column heading to be moved.
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* ''Drag and drop'' it to suit your display requirements.
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See [[How do I change the order of columns?|How do I Change the Order of Columns in Platinum?]] for more information.
  
 
== See also ==
 
== See also ==
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* [[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
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* [[Viewing Current Haulage Jobs]]
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* [[How do I configure my logistics planning?]]
  
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{{KB_Tags|customise, view, jobs, ticket, planning}}
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{{KB_Tags|customise, view, jobs, ticket, planning, planning screen}}
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{{KB_TI}}
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{{Hint}}{{KB_TI}}{{ZN_Admin}}

Latest revision as of 05:29, 12 April 2019

Summary

The following article explains how to customise the Job Planning view.

More Information

The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.

Permanent Changes

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".

Default Planning View

The "Employee" will show 'General Users'.

Specific Employee Planning View

You may customise the planning screen for a specific employee e.g. if a user needs to see a specific field which is not necessary for or useful to other users

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".

  • Press <F5>.
  • At "Employee" enter the relevant 'Employee Code'.
    • Press <Ctrl+F1> and click [List].
    • Select the employee in the list and click [Choose].
  • Amend the fields to suit this employee.
  • Press <Esc> and [Accept] the changes.

Temporary Changes

Go to " Logistics Management Job Planning".

  • Press <F2> or click [Search] to pull up a list of today's jobs.

To move a column e.g. to move the "Date" column across to the left hand side of your screen, hold down the left mouse button on the column heading to be moved.

  • Drag and drop it to suit your display requirements.

See How do I Change the Order of Columns in Platinum? for more information.

See also


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Keywords AND Misspellings
customise, view, jobs, ticket, planning, planning screen
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