dcm network management sop - pcf sop.pdf · 2020. 2. 20. · sop name: dcm omnitracs rna sop...

SOP Name: DCM Omnitracs RNA SOP

Created By: Riley Banks

Date Created: 01/29/2020

Version Number: 1.5

Last Revision/Update: 02/11/2020

Last Update Author: Riley Banks

DCM Omnitracs RNA SOP

DCM Network Management SOP 1. Open FleetView – Review Orders ........................................................................................................ 2

2. Re-Assign Route to & from Workers ................................................................................................... 3

3. Unassign Route ..................................................................................................................................... 3

4. Create Adhoc Work for DG’s ................................................................................................................ 4

a. Creating Route for DG ...................................................................................................................... 4

b. Adding Orders/Stops to DG Route ................................................................................................... 7

5. Cease Dispatch of Route ...................................................................................................................... 9

6. Moving All Stops Between DSPs ........................................................................................................ 10

7. Using an iPhone when a DSP clicks on the wrong route ................................................................... 12

8. Rescue Individual Stops on a Route (Rescue) .................................................................................... 12

9. DSP is not coming in – Unassign – not sure how to dispatch ........................................................... 13

10. Network Health Management ....................................................................................................... 13

11. Order Status View .......................................................................................................................... 15

12. Edit Phone Numbers....................................................................................................................... 16

13. Sending Text to Device for Application Link – Android Only ........................................................ 18




Version Number: 1.5




DCM Roadnet Anywhere SOP

1. Open FleetView – Review Orders a. Open approved web browser

i. Navigate to https://apex-prod-ric.aws.roadnet.com/ 1. The web address should be saved to favorites for future use

b. Site opens to main components page

c. Scroll to and click on FleetView d. FleetView will open to the last layout used

e. Adjust view to Gridview f. Each route is listed on a separate line

i. Order and Stop count are listed on the right ii. Validate each route has orders

iii. Route totals are listed on the bottom of the grid

g. Clicking on the Route ID will open the route in Map View

https://apex-prod-ric.aws.roadnet.com/




Version Number: 1.5




2. Re-Assign Route to & from Workers If the DCM or dispatch is looking to move a route from a DSP to a DG for any reason during operations this is the correct process.

a. Locate route in Gridview b. Check box to the left of route to be re-assigned

c. Click the carrot or down arrow by Route Actions in the upper right side of the screen

d. Drop down menu will populate

i. Options in grey are not accessible e. Select “Assign Resources” from the list

f. Assign Route Resources Screen will populate on screen i. The DSP assigned to the route will show in “Assigned Workers”

ii. To remove the DSP from route press “X” to the right of the DSP’s name

iii. Locate DG from “Available Workers” list 1. Right click on DG’s name 2. It will populate in the “Assigned Workers” section 3. Press “Assign” in the lower right of the screen

4. Screen Returns to Gridview 5. Validate the route assignment has occurred as expected

3. Unassign Route a. In Gridview elect the route to unassign




Version Number: 1.5




b. Press the arrow/carrot next to “Route Actions” c. Choose “Assign Resources” from the drop-down menu

d. Screen of resources opens e. Locate the worker assigned located in the middle row

f. Press “X” on the right side of the assigned workers name i. This should remover the worker from the assigned field

ii. g. Press “Assign” on the bottom right of the screen to save changes h. Return ed to GV – change is good

4. Create Adhoc Work for DG’s a. Creating Route for DG

i. From the main components screen click on FleetView ii. Confirm filter is set to the proper Region

iii. Created when multiples DSP routes needs to be assigned to a single DG iv. Created when unassigned order count is significant

v. Click on “Route Actions” vi. Select the sect Action “Add Route”

vii. Add Route screen populates on screen




Version Number: 1.5




viii. In “ID Required” enter the name of the adhoc route 1. Should include DG’s name or initials

a. Route Sequence b. Date

ix. Enter a description for the route 1. Can be free form

x. Update “Routing Session” to current date

xi. Update “Start Time (EST))” to preferred route start time

xii. Set route “Color” to any preffered color of DCM or DG




Version Number: 1.5




xiii. Conifrm “Origin” Is set to plant where route will begin. xiv. Adjust destination location to “Last Stop is Destination”

1. System defaults to origin Plant xv. Set “Preferred Time” and “Maximum Time”

xvi. Set “Prefered Time” to one of two time windows(hours) depending on volume 1. 02:00 2. 04:00

xvii. “Maximum Time” should be an additional five (5) minutes longer than “Preffered Time”

1. 02:05 2. 04:05

xviii. Route needs “Resources” assinged to it before it can be created

1. Pressing “Resources” brings up page containing available “Workers” & “Equipment”

a. “Workers” are the only resource used in this process 2. All available “Workers” are lifted in the bottom left of the screen




Version Number: 1.5




3. User can find the correct available work through two actions a. Enter the “Workers” name in the search box

i. As the user enters text the list will shorten b. The scroll bar on the right side of the list can be moved through

the entirety of the list. 4. Click on correct user when identified

a. “Worker” will populate in “Assigned Workers” section

i. Due to system configurations, “Worker” will continue to show on the “Available Workers” list.

1. This causes no systemic issues ii. If the worker assigned is incorrect they can be removed

from the “Assigned Workers” sections by clicking on the grey “X” to the right of the work name.

5. Click “Save” in bottom right when Worker has been assigned

6. Message display confirm that the route had been added correctly

7. Press “Close” to complete process 8. The created route will now display in Gridview

a. Note that is shows 0 Orders and 0 Servicable Stops b. These will need to be added from “Unassigned Orders”

b. Adding Orders/Stops to DG Route i. Only “Unassigned Orders” can be added to a route




Version Number: 1.5




ii. Find these on the bottom of the page in Gridview

1. User can search for orders using the search box 2. Utilizing the scroll bar to the far right allows the user to view each

unassigned order available iii. Select the orders that need to be moved to the DG route

1. Click in the tick box to the left of the order detail 2. When the order is selected properly it will “grey out”

iv. Left click and hold on greyed out area of the orders. 1. Drag the orders to the DG adhoc route on the top half of the screen 2. “Drop” the orders when hovered over the route.

a. The route and orders will turn from red to black when the orders are in the position to be “dropped”

i. Release the left mouse button 3. Repeat this process until unassigned orders the DG will delivering are in

the route

v. Note that Route now shows: 1. Assigned Worker 2. Number of Orders 3. Serviceable Stops




Version Number: 1.5




5. Cease Dispatch of Route Use the Cease dispatch functionality is orders/stops are already assigned to a DSP who will not be available and a substitute resources is not immediately known.

a. Locate and select route to assigned to the DSP in Gridview

b. Press “Route Actions” c. Drop down menu populates

d. Select “Cease Dispatch” e. Cease Dispatch process screen opens

f. System defaults to “Complete Remaining Stops…” i. Click “Remove Remaining Stops” radio button

ii. Select “Unassign the Orders”




Version Number: 1.5




iii. Press “Cease Dispatch” iv. Cease Dispatch function screen closes

1. User returned to Gridview g. Route now shows 0 orders, 0 Serviceable stops.

h. Orders removed from the route are now available in Unassigned Orders i. They are tagged with their create date, not the date of the route

6. Moving All Stops Between DSPs a. DSPs to DSP assignment should only occur at the package level

i. Never transfer routes from DSP’s to another. b. Select the routes where the Transfer Stop action will occur by checking the tick box

i. The order that the the box is checked is the order the routes appear in the next

screen. 1. To transfer the stops from “2DSP” to “1DSP”

a. Click route “2DSP” first, followd by “1DSP” c. Press “Route Acations” in the upper right of ther screen

d. Choose “Transfer Stops” From the List




Version Number: 1.5




e. User is taken to a new screen

i. Route Cards show on left and of the screen

ii. Route and rout detail with stops show in the middle of the screen 1. Note that the routes are sorted in the order they were selected

iii. Unassigned orders are listed at the bottom iv. The right of the screen shows both routes on the map

f. In the first route, on top, select the stops to be transferred




Version Number: 1.5




i. Drag select stops to the correct Route Card ii. System provides a check before moving the stops

iii. Confirm the information is correct 1. Press “Move Stops” 2. Omnitracs re-optimizes entire route with new stops

iv. Validate that stops have moved has expected

7. Using an iPhone when a DSP clicks on the wrong route a. Go to assign resources

i. Request DSP Press reset on the iPhone 1. Will not work if the DSP has started scanning

ii. Change the DSP from the wrong to the right b. If the route has already been started - Scanning

i. Reset Route on the phone and in FleetView 1. If DSP has already scanned there is no reset, must be done from

FleetView ii. DSP should always press Reset

iii. Assign to the correct DSP iv. Ensure DSP selects route

8. Rescue Individual Stops on a Route (Rescue) If a DSP is unable to complete a route for whatever reason after it has already begun, a Rescue must occur. This allows another worker to finish out the route.

a. Select routes to move copies between from GridView




Version Number: 1.5




b. Click on Route Actions in the upper right of the screen c. Transfer stops d. New screen opens showing two routes and map e. Select stops to be moved from source route

i. Select source route first ii. Select destination route second

iii. Source route will display on top iv. Scroll through cards on the left

1. Look for the destination route 2. Select stops from the source route 3. Drag them and drop to the card for the destination route on the left-

hand side 4. Destination route is auto sequenced if you drag to the card

a. Dragging to the route in the middle forces a manual sequence f. Complete

9. DSP is not coming in – Unassign – not sure how to dispatch a. Unassign the route first – Find/Follow stops for unassigning the route b. Click on route to unassign – hyperlink c. Select all orders d. Right Click e. Choose Remove Stops f. Orders are now unassigned

i. Move to the bucket g. Route shell still exists h. DSP will receive an alert on their phone.

10. Network Health Management a. Set Gridview to auto refresh

i. Press the down arrow on “Refresh” in the upper right

ii. Click the check mark for “Auto-Refresh”




Version Number: 1.5




iii. Screen will update to the most current view automatically. b. Review auto depart time

i. When did the DSP start? ii. Who hasn’t started yet?

c. Number of routes pending d. Number of completed stops

i. Large variance in stops and time left? ii. Did DSP start hours ago and no stops are completed?

e. Red Flag on the route i. Click on the route and into map view

ii. Review travel path 1. Where is the driver/device?

a. Is it registering? b. How does the route look? c. Does the DSP deliver all the papers first?

iii. If Red Flag exists – call the DSP 1. No msg on the route

f. Review active exceptions i. Click on Route to open map view

ii. Shows number of active 1. Bottom of screen in notifications shows exception detail

a. Battery Level i. Call DSP to charge

ii. Clear notification b. GPS Gap

i. Acknowledge no DSP confirm needed c. Out of bounds

i. Acknowledge day of ii. Keep archived




Version Number: 1.5




11. Order Status View a. From home screen click Order Status

b. Basic Search

i. Confirm “Filter” Regions is configured to the appropriate region(s) ii. Enter Tracking number into search text field

1. A Single character in any field but SL location will return results a. More character’s better list b. Address requires street number and name c. If using a partial tracking number, you must enter the leading

text (First) not the trailing(last) text d. It will return al results where the leading characters match

i. It will match on address, order number, and Service location

iii. Press “Find Orders” iv. All orders with matching criteria will return

1. Displays date it was delivered, route assignment, DSP

v. Pressing the carrot at the front of the order displays order details

vi. Special Instructions are shown in the first block 1. User is unable to access Photo or Signature




Version Number: 1.5




a. User is only able to see that it was requested b. WHERE ARE PHOTO AND SIGNATURE ACCESSED FROM?

vii. To view detail of the route press “View Route” icon above the route list

1. Route detail screen populates showing full status for all stops

viii. Pressing the “Plot Route” button will take the use to an interactive map version of the specific route

ix. The entire list can be exported to an Excel document by pressing “Export” in the upper left

1. Download starts automiatically x. Follow this link for additional help: Order Status Video Help

12. Edit Phone Numbers a. From the main components page, click the Maintenance icon

i. Full list of maintenance items is displayed ii. Defaults to Equipment

iii. Press down arrow

https://kb.omnitracs.com/Roadnet/Dispatching_and_Mobile/Order_Status




Version Number: 1.5




iv. Select Mobile Devices

v. Press “Filter Regions” to confirm that proper regions are selected

vi. Default sort is by ID/Phone number 1. Can change sort to desc/name

a. Easier to find

vii. Locate DSP that requires mobile device to be updated 1. Click pencil icon to the right of the DSP’s information

viii. Device Detail screen opens 1. Confirm that “Network Provider” contains a value.

a. System does not consider “who” the provider is, only that it is filled out.

b. Cannot edit phone number if no provider exists




Version Number: 1.5




i. Would require a new mobile device maintenance item to be created

2. Update “Mobile Device ID” with DSP’s new phone number a. Must be 10-digits

i. No spaces ii. No additional characters

3. Update “Mobile Phone Number” with DSP’s new phone number a. Must be 10-digits

i. No spaces ii. No additional characters

4. If numbers do not match no warning is provided and saving is allowed i. DSP or phone owner will not be able to log in on device

b. If platform has changed, update before saving i. If DSP has moved from iOS to Android, it will need to be

changed in order to send the text to the user. ii. Click save in the lower right side

13. Sending Text to Device for Application Link – Android Only a. From the main components page, click the Maintenance icon

i. Full list of maintenance items are displayed ii. Defaults to Equipment

iii. Press down arrow iv. Select Mobile Devices




Version Number: 1.5




v. Press “Filter Regions” to confirm that proper regions are selected

b. Click on Send application

c. Screen pops up with all active mobile devices based on region access of user d. Search for the mobile device on the list

i. Scroll down, list is several pages ii. Check the tick box to the right of the Worker to send the link to

e. Press send in the bottom left

f. Notification appears in the bottom left of the screen i. Green affirms positive transmission




Version Number: 1.5




ii. Affirm with DSP that text msg was received iii. If received – stop iv. If not received review phone number and ID are valid

1. If they are valid and text is not received…. 2. Undefined process for mitigation

g. Press Close to return to mobile h. Validate change has occurred

i. Updates may take up to 15 minutes to take effect

dcm network management sop - pcf sop.pdf · 2020. 2. 20. · sop name: dcm omnitracs rna sop...

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