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Move Documentation - How to

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Tracking​

picture

You will find everything regarding the Tracking module in this chapter.

Track an order​

There's several ways one can track an order. Depending on which device you're logged in with you will start from either option 1 or 2. Option 3 is for customers using Ignos Engage.

1. Tracking from pc​

Input the part name, part number, ERP-, TR order number (Move order number) or Parcel number directly into the search box.

tracking1
Search for order from the search box.

2. Tracking from Mobile/tablet​

From a tablet or mobile device you can also use the QR-tracking option which will launch the device's camera ready for QR-scanning of a label:

tracking2
QR-scanning available from mobile device.

3. Tracking from Ignos Engage​

Tracking from Engage can be done from either a work order or a work order operation:

Work order tracking​

tracking_engage_wo The Tracking window will open in a new tab.

Work order operation tracking​

tracking_engage_wo_operation The Tracking window will open in a new tab.

Booking​

picture

You will find everything regarding the Booking module in this chapter.

Place a booking​

There's several ways one can place a booking. Below you'll find a list of options.

1. From the Booking module​

Here you can choose from four kinds of bookings: Standard, Chip, Garbage and Other

info

Notice below that the parcels each has a P-number which is what we call Parcel number in Move.

Standard​

standard_booking

Instructions:
  1. Production order: Requires a part name, part number, ERP-, TR order number (Move order number) or Parcel number.

        When an order has been inputted, the picture will look something like this:

standard_booking2

  1. Parcel details: The intended use for this box is to describe what's in the parcel.

  2. From: Auto-fills with the last known tracking point.

  3. To: Automatically suggests and fills the next likely location. Use the dropdown suggestions for quick selection.

  4. Add parcel: Add more parcels to divide the work order into multiple parcels.

  5. Special needs: Select any, or defaults to a Normal forklift booking.

Chip​

chip_booking

Instructions:

chip_booking2

  1. From: Enter your location. Use suggestions for quick fill.

  2. To: Assumes and fills in the next likely location. Use suggestions for quick fill.

  3. Parcel details: The intended use for this box is to describe what's in the parcel (e.g. material type).

  4. Special needs: Select any, or defaults to a Normal forklift booking.

Garbage​

garbage_booking

Instructions:

garbage_booking2

  1. From: Enter your location. Use suggestions for quick fill.

  2. To: Assumes and fills in the next likely location. Use suggestions for quick fill.

  3. Parcel details: The intended use for this box is to describe what's in the parcel (e.g. garbage type).

  4. Special needs: Select any, or defaults to a Normal forklift booking.

Other​

Other orders generate a Move order number (TR-XXXXXX), which you can use to store items that aren't in the ERP system, such as assemblies, tools, equipment, etc.

info

You can only create one parcel for each Move order number!

other_booking

Instructions:

other_booking2

  1. From: Enter your location. Use suggestions for quick fill.

  2. To: Assumes and fills in the next likely location. Use suggestions for quick fill.

  3. Parcel details: The intended use for this box is to describe what's in the parcel.

  4. Special needs: Select any, or defaults to a Normal forklift booking.

2. From the Tracking module​

Click this button to go directly to the booking screen in Move: tracking_mockup_move

All your parcels will be pre-selected and ready for transport booking: tracking-booking_prefilled.png

3. From Engage​

Work order booking​

tracking_engage_wo The Booking dialogue window will open directly within Engage.

Work order operation booking​

tracking_engage_wo_operation The Booking dialogue window will open directly within Engage.

Material booking​

You can make a booking for material lines from the Materials and Consume Materials dialogs. Select material lines with available quantity and use the booking button in the top corner to place a booking.

consume_booking_button

Demo of how you create material bookings

material_booking_demo

  1. From the Materials or Consume Materials dialog in Engage, select the material lines you want to create a booking for by marking the select button to the left of the line.
  2. Click the Move icon in the top right corner.
  3. Adjust preferred locations, quantity, and description in the form.
  4. Click Book and voilà: Your booking will appear like other Move bookings for transporters to pick up.

Output in Move

Material bookings are marked with an M throughout Move. The part information and quantity follows the material line and not the work order.

Output in Driver:

driver_material_booking_cards

Output in Tracking:

material_booking_tracking

Active booking marker

Material lines with bookings in status complete, pending, or in progress get a booking status marker. Hovering over this will give more information about the booking.

material_booking_status

Example shows material lines with active bookings in status Pending.

4. Auto-fill From location setting​

This setting is designed specifically for stationary scanning setups.
It allows the user to configure a default From location that will automatically pre-fill in the From field during bookings.

The pre-filled value can still be cleared if needed, allowing the field to function as usual.
However, it will remain pre-filled until the setting is deactivated.

Here's a quick demo showing how to use it.

autofill_from_location

My bookings​

All bookings users place will appear in the My bookings list. From the My bookings list users can:

  • Cancel bookings
  • Track bookings
  • Display active and completed bookings
  • Print labels (only from pc/tablet)

Below you will find screenshots from from both pc and a phone.

note

Notice that on the pc screenshot the user has clicked the booking to display the parcel-id. Users can click the parcel-id to track it.

my_bookings_pc
My bookings from pc.

my_bookings_phone
My bookings from phone.

Update location​

picture

You will find everything regarding the Update location module and how to update locations in this chapter.

Standard Update location​

The Update location interface is more simple, but still very similar to the Booking module.

Update locations enables you to:

  • Add or remove parcels from an order.
  • Modify parcel descriptions.
  • Update the location for all, or individual parcels.
  • Print labels labels for all or individual parcels.

updatelocation

Instructions:
  1. Production order: Requires a part name, part number, ERP-, TR order number (Move order number), Parcel number or QR-code.

        When an order has been inputted, the picture will look something like this:

standard_booking2

  1. Parcel details: The intended use for this box is to describe what's in the parcel.

  2. Location text: Shows the last known tracking point.

  3. To: Fill in or scan the desired location. Use the dropdown suggestions for quick selection.

  4. Add parcel: Add more parcels to divide the work order into multiple parcels.

Update location via Tracking​

Below is a demonstration of how to update location from the Tracking module:

picture

note

There's also a Book forklift button that takes you directly to the Booking interface.

Update location via Engage​

How to update location from Engage.

info

These same buttons are also available from the Schedule table.

picture

Driver​

overview_driver

You will find everything regarding the Driver module in this chapter. This module is primarily designed for tablet users but is also fully compatible with mobile devices and PCs.

The Driver module has three tabs: Pending, In Progress and Completed: driver_tabs

Pending​

In the Pending tab, all bookings are listed with the oldest ones appearing at the top.
You can use filtering options and open individual bookings to view more details, Claim bookings or print labels.

Here’s a quick demo: driver1

tip

The title in the booking-details works as a hyperlink directly into the Tracking module: driver_tip_hyperlink

In Progress​

To move a booking to the In Progress tab, simply Claim the job. driver_claim

In the In Progress tab, bookings are also listed with the oldest ones at the top.
You can apply filters, open bookings for more details, and perform the following actions:

  • Revert bookings to Pending
  • Complete bookings
  • Print labels
  • Modify parcel details
  • Change delivery location

Here’s a quick demo: driver2

tip

The title in the booking-details works as a hyperlink directly into the Tracking module: driver_tip_hyperlink

Completed​

To move a booking to the Complete tab, simply Complete the job. driver_complete

Unlike the other two tabs, bookings in the Complete tab are sorted with the newest ones at the top.
You can apply filters, open bookings for more details, and perform the following actions:

Here’s a quick demo: driver3

tip

The title in the booking-details works as a hyperlink directly into the Tracking module: driver_tip_hyperlink

Admin​

overview_admin

You will find everything regarding the Admin module in this chapter.
This module is primarily designed for PC users, though it can also be accessed on mobile devices, albeit with reduced user-friendliness.

The Admin module has four tabs: Active bookings, Completed bookings, Materials and Parcel locations: admin_tabs

Active bookings​

Active bookings* provides an overview of all active bookings in the system, along with filtering options. You can also update statuses, cancel bookings and print labels as needed.

admin_active_bookings

Instructions:

admin_active_bookings_instructions

  1. Search: Search by ERP order, Move order (TR) number or Part information.

  2. From-filter: Filter by From-location.

  3. Others-filter: Filter by To-location, Category or Vehicle.

  4. Export: Export the table as either a CSV or an Excel file.

  5. Additional search box: This search box allows users to search for properties across all columns in the table instead of using the filters located at the top of each column.

  6. More options: Gives you the options to Update booking, Cancel booking or Print label.

TIP

Use the Additional search box to filter out all bookings with status In progress or similar.

Completed bookings​

Completed bookings provides an overview of all completed bookings in the system, along with filtering options. You can also update statuses and print labels as needed.

admin_complete_bookings

Instructions:

admin_active_complete_instructions

  1. Search: Search by ERP order, Move order (TR) number or Part information.

  2. From-filter: Filter by From-location.

  3. Others-filter: Filter by To-location, Category or Vehicle.

  4. Export: Export the table as either a CSV or an Excel file.

  5. Additional search box: This search box allows users to search for properties across all columns in the table instead of using the filters located at the top of each column.

  6. More options: Gives you the options to Update booking or Print label.

Materials​

In the Materials module, you can administrate which materials require coverage and which ones does not.

admin_materials

Instructions:

admin_materials_instructions

  1. Search: Search for materials.

  2. Filter: Filter by Uncategorized, No Cover or Cover Required

Click each material to toggle between categories.

Parcel locations​

The primary function for Parcel locations is to find stored parcels based on location.

admin_parcel_location

Instructions:

admin_parcel_location_instructions

  1. Search: Search by ERP order, Move order (TR) number or Part information.

  2. Export: Export the table as either a CSV or an Excel file.

  3. Filter: Built-in filters located directly at the top of each column.

  4. Additional search box: This search box allows users to search for properties across all columns in the table instead of using the filters located at the top of each column.

  5. More options: Gives you the options to Update booking, Delete parcel or Print label.

Labels​

print_icon

You will find everything regarding printing a label in this chapter. There's several ways you can print a label.

1. From the Booking interface​

printing_instructions_booking

  1. Global print button: Use this button to print label for all parcels.

  2. Specific print button: Use this button to print label for the specific parcel.

2. From the Update location interface​

printing_instructions_updatelocation

  1. Global print button: Use this button to print label for all parcels.

  2. Specific print button: Use this button to print label for the specific parcel.

3. From the Driver interface​

You can print labels from the detailed view of a booking in the Driver interface regardless of status (Pending, In Progress or Complete):

printing_instructions_driver

4. From the Admin interface​

From the Admin interface it's possible to print labels from the tabs Active bookings, Completed bookings and Parcel locations.

The print label option can be found by clicking the more options (triple dot) button located on the right side of the row:
printing_instructions_admin

5. From Engage​

printing_instructions_engage_wo

printing_instructions_engage_schedule

tip

Notice that you can check multiple orders, and print label for all of them at once!

6. Label settings​

You can change label-type from the User Preferences settings.

Here's a quick demo showing how:
user_preferences_label_settings

Label types you can choose from:
label_settings

Preview of all label types:

Portrait​

portrait

Portrait (operations)​

portrait-operations

Portrait (drawing)​

portrait-drawing

Portrait (operations, drawing)​

portrait-operations-drawing

Landscape​

landscape

Landscape (operations)​

landscape-operations

Application flow diagrams & role permissions​

Role permissions chart​

role_permissions

Tracking flow chart​

tracking_flow

Booking flow chart​

booking_flow

Driver flow chart​

driver_flow

Admin flow chart​

admin_flow

Move Widgets for Workspace​

workspace

You will find everything Move-related regarding the Workspace module in this chapter.

Bookings widget​

The Bookings widget displays the My bookings list and includes a built-in tracking function.

What it does:

This widget presents both active and completed bookings. Users can cancel active bookings and print labels for both active and completed bookings. Clicking the order number allows users to track the order, and manual tracking is also possible by entering details in the tracking box.

Here's a quick demo: move_bookings_widget.gif

Notifications​

Get notified in Teams whenever there is a new booking that matches your selected filters.

Setup and configuration​

First you must make sure the Teamsbot are installed for your organization and configured as described here

To set up your notifications, click your user icon in the top right, then notifications:

picture

The current Booking Notifications view includes From, Others, and the activate/deactivate switch:

picture

Booking Notifications support two filters:

  • From lets you filter by zones and locations.
  • Others contains the Vehicle filter.

The From filter now supports search, and the search matches both locations and zones.

picture

The Vehicle filter includes these transport kinds:

  • Normal forklift
  • Large forklift
  • Side loading forklift

If no zones or locations are selected in From, notifications apply to all bookings.
If no vehicle types are selected in Others > Vehicle, notifications apply to all vehicle types.

Use the activate/deactivate switch to turn Booking Notifications on or off. Your selected filters, including Vehicle, are saved in Booking Notifications.

Teams notification​

When a new booking matches your selected filters, you will get a notification in Teams like this (look for the Ignos chat in Teams):

picture

Click the link to open the booking in Move Driver.