Planning by Legs
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Created by: Sherman Lai
Modified on: Fri, 3 Dec, 2021 at 8:48 AM
Overview
- You may access the transport planning by legs page via Transport > Planning > Jobs/Trips/Legs.
- 1 booking could possibly have:
- Job-1
- Trip Delivery-1
- Leg-1 (Driver 1)
- Leg-2 (Driver 2)
- Trip Collection-2
- Job-2
- This is where you can view the planned (assigned to driver and vehicle) and unplanned legs, assign legs to drivers and vehicles, record the timing upon arrival at a point, create and validate empty legs, etc.
- The empty trips (MT) can be generated by the system, or created by the user.

Transport Planning Search Section
- Here, you may search for laden and/or empty legs from the server by selecting the search criteria here.
- To search in greater detail, click on the filter button on the right to expand the full list of search criteria.
- For example, you may search by the shipper required date range and job numbers.

Summary & Trips Filter Section
- After loading the laden and/or empty legs from the server, this section presents a summary view which can also be used to quickly filter the data.
- For example, select a Base Zone to see the outgoing and return legs, relative to the base zone.
- Clicking on a number in the outgoing or return table will filter the data in the main table below.
- Clicking on "Clear Filter" will clear/reset the filters.

Jobs > Trips > Legs
Update Leg
- You may click on a row in the table to view the legs under the same trip and job as shown below.
- Here, you can assign the leg to a Transporter company, driver, vehicle, trailer, and update the leg timings (e.g. plan start, start, start out, etc.).

Add Leg
- To add a leg, click on the "+" button on the right of a leg.
- Search for an address (autocomplete with google maps) or select a yard
- Click "Add Leg".

- After adding the leg, notice how the "From" and "To" columns change, where the new leg address is added in between.

Delete/Undelete Leg
- To delete a leg, click on the bin icon.

- After deleting a leg, notice how the Leg Status becomes "CANCELLED", and "From" and "To" columns for the other legs are updated as well.
- To undelete a leg, you may click on the undo icon.

Validate Empty Trip
- To view more details on an empty trip, click on the
icon on the far right under the 'Remarks' column at that empty trip row (red in colour). - This opens a 'Validate Empty Trip' modal, wherein you may change the status and/or edit the empty trip (e.g. from and to).

Create Empty Trip
- If an expected empty trip was not generated by the system, you may create one from a laden leg. Click on the
icon on the far right under the 'Remarks' column at that laden leg row. - This opens a 'Create Empty Trip' modal, wherein the system will first propose the empty trip details, and you may edit them before clicking 'Submit' to create this empty trip

Misc.
- You may click on "Set Columns" to show/hide columns, or click on the arrow on the right to move a column.

- You may click on the right button to export the data.

Sherman is the author of this solution article.
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