Action Cards

Action cards are setup as templates for jobs, allowing for a company to apply it’s best practice to jobs consistently and accurately. The action card defines the various actions that should be applied to a job that matches the particular card. When entering a job the system will attempt to apply an Action Card prior to rating. The application of an Action Card first involves matching the Job to a Card after which the jobs actions are created based upon the actions recorded against the Action Card.

Matching Fields:

Job Type A description of the type of work to be carried out. These are defined in the Job Type table (see further on in this section).

Customer Action Cards can be defined for specific customers if required.

From Address The job collect address will be compared to this address and the closest match will be selected. You can therefore set up Action Cards that are very specific (ie: one defined address) or quite general.

To Address The job deliver address will be compared to this address and the closest match will be selected. You can therefore set up Action Cards that are very specific (ie: one defined address) or quite general.

Actions: 

Actions are added to the Action Card using the list of inline records as shown below. The Add New button on the top right of the Actions must be clicked to add a new record.

For any individual lines buttons are provided to enable editing, deleting or copying of actions.

Clicking on the Edit or Add New buttons will result in the Action Detail view being opened for your use. This is described in the following page

Action Edit / Add:

For each action that is added a number of fields are provided which will control functionality as noted below.

Action Type Defines the type of action. These are set up within the Action Type facility (see in following segment). One Action Type is required by the system and is reserved for use as follows;

Action Type ‘M’ Freight movement to be available for manifesting.

Days This is used to determine the date of the action when applied to the job and relates to the job collection date, being incremental to this date. For example setting Days to 0 will set the date of the action equal to the collection date. Setting Days to 1 will set the date of the action to the day after the collection date.

Depot If a specific depot is to be set against the action this should be set here.

Work Type The type of work, for example Pickup, Delivery etc.