Difference between revisions of "How do I create a new driver?"
From Catalyst
(→More Information) |
(Bulk update) |
||
| (27 intermediate revisions by 5 users not shown) | |||
| Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
| − | * Go to {{Menu|{{TI}}|Maintenance Options|Add or Edit Drivers}}. | + | * Go to {{Menu|{{TI}}|Maintenance Options|Add or Edit Drivers}}. |
| − | {{ | + | {{Tip|text=You can also press {{KeyPress|S-F10}} from the {{DataPrompt|Driver}} field when in a job.}} |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * In the {{DataPrompt|Driver}} field, enter a Driver code relevant to the Driver in question and press {{KeyPress| | + | * In the {{DataPrompt|Driver}} field, enter a Driver code relevant to the Driver in question, e.g. their initials and press {{KeyPress|ENTER}}. |
| − | * Enter the Name of the driver in the {{DataPrompt|Name}} field and press {{KeyPress| | + | * Enter the Name of the driver in the {{DataPrompt|Name}} field and press {{KeyPress|ENTER}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} or Click {{Button|Done}} and click {{Button|Accept}}. |
| − | == | + | == Additional Fields == |
| − | + | The remaining fields can be completed where relevant but are not mandatory. | |
=== Bonus === | === Bonus === | ||
| − | + | Enter the percentage bonus due to this Driver for performing a Unit of work. This is calculated from the nett amount of a job allocated to this driver, multiplied by this percentage. The driver bonus may be reported by date range from the "Logistics Reports" menu. | |
=== Current === | === Current === | ||
| − | Over a period of time drivers start and end periods of employment. In order to hold historic information it is often useful to keep drivers on file even after they have left. Indicate here whether this driver is currently available for work. | + | Over a period of time drivers start and end periods of employment. In order to hold historic information it is often useful to keep drivers on file even after they have left. Indicate here whether this driver is currently available for work. |
=== Usual === | === Usual === | ||
| − | If this driver usually drives a specific vehicle enter that vehicle code. | + | If this driver usually drives a specific vehicle, enter that vehicle code. |
| + | * Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through existing vehicles or {{KeyPress|C-F1}} to search for a vehicle. | ||
| + | * To add a new vehicle, press {{KeyPress|C-F1}} and click {{Button|Add}}. See [[How do I create a new vehicle?|How do I Create a New Vehicle?]]. | ||
=== Mobile === | === Mobile === | ||
| − | Enter the driver's mobile phone number. | + | Enter the driver's mobile phone number. This will allow you to send the driver an [[How do I Send an SMS to my Drivers?|SMS]] with job details. |
| + | |||
| + | === User === | ||
| + | If the driver has a Platinum [[How do I set up a new user?|User]] record, you may enter their User Code here. | ||
| + | * Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through user records or {{KeyPress|C-F1}} to search for a user code. | ||
| + | |||
| + | === Notes === | ||
| + | Press {{KeyPress|C-F8}} or click {{DataPrompt|General Notes}} to use this area to record any extra information about a driver, e.g. emergency contact details, . | ||
| + | |||
| + | Click {{Button|Done}} and {{Button|Accept}} to save the Driver record. | ||
== See also == | == See also == | ||
| − | *[[ | + | * [[How do I make a driver unavailable for work?]] |
| + | * [[How do I view my driver unavailability?]] | ||
| + | * [[How do I view my driver activities?]] | ||
| + | * [[How do I create a new vehicle?]] | ||
| + | * [[How do I create a new trailer?]] | ||
| + | |||
| + | {{KB_Tags|creating, driver, drivers, mobile number, creating drivers}} | ||
| + | {{How}}{{Hint}}{{KB_TI}} | ||
| − | {{ | + | {{KB_Ref|TI12, TI63, TI87}} |
| − | |||
Latest revision as of 05:30, 3 October 2024
Contents
Summary
The following article explains how to create/amend a code for a new driver to allow you to allocate this to a Logistics Ticket.
More Information
- Go to " Logistics Management Maintenance Options Add or Edit Drivers".
 | You can also press <Shift+F10> from the "Driver" field when in a job. |
- Click [Add].
- In the "Driver" field, enter a Driver code relevant to the Driver in question, e.g. their initials and press <Enter>.
- Enter the Name of the driver in the "Name" field and press <Enter>.
- Press <Esc> or Click [Done] and click [Accept].
Additional Fields
The remaining fields can be completed where relevant but are not mandatory.
Bonus
Enter the percentage bonus due to this Driver for performing a Unit of work. This is calculated from the nett amount of a job allocated to this driver, multiplied by this percentage. The driver bonus may be reported by date range from the "Logistics Reports" menu.
Current
Over a period of time drivers start and end periods of employment. In order to hold historic information it is often useful to keep drivers on file even after they have left. Indicate here whether this driver is currently available for work.
Usual
If this driver usually drives a specific vehicle, enter that vehicle code.
- Press <F1> or <Shift+F1> to scroll through existing vehicles or <Ctrl+F1> to search for a vehicle.
- To add a new vehicle, press <Ctrl+F1> and click [Add]. See How do I Create a New Vehicle?.
Mobile
Enter the driver's mobile phone number. This will allow you to send the driver an SMS with job details.
User
If the driver has a Platinum User record, you may enter their User Code here.
- Press <F1> or <Shift+F1> to scroll through user records or <Ctrl+F1> to search for a user code.
Notes
Press <Ctrl+F8> or click "General Notes" to use this area to record any extra information about a driver, e.g. emergency contact details, .
Click [Done] and [Accept] to save the Driver record.
See also
- How do I make a driver unavailable for work?
- How do I view my driver unavailability?
- How do I view my driver activities?
- How do I create a new vehicle?
- How do I create a new trailer?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
TI12, TI63, TI87
