Site Resource Administration
At the site level, you can view, edit, and add vehicles, skills, and tools.
Complete the following steps to administer site resources:
L og in to the ONE system.
Select Menu/Favs > Fleet Mgmt > Resource Administration.
In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
The Resource Administration screen appears.Expand a site folder to view its vehicle, skill, and tool resources.
Vehicles
To view vehicle resources, click Vehicles in the Explorer pane.
The Vehicles pane appears.
Click the Export to CSV button to export the report to a CSV file.
Click the Create Vehicle button to create a new vehicle.
The Create Vehicle screen appears.
Fill out the following fields. Fields with an asterisk ( * ) are required.
Field
Description
* Domicile
This field is populated by the system.
* Fleet No
Enter a fleet number.
* Vehicle Type
Select a vehicle type using the picker tool.
GPS ID
Enter a GPS ID.
License No
Enter a license number.
Business Unit
Enter a business unit.
Current Lat
Enter the current latitude.
Current Lon
Enter the current longitude.
Carrier
Select a carrier using the picker tool.
User
Select a user using the picker tool.
Planning Region
Select a planning region using the picker tool.
Is Back To Domicile
Select this checkbox to confirm that the vehicle returns back to its domicile at the end of a workday, even if the trailer is empty.
If this checkbox is not selected (false), then the location of this vehicle at the end of the day will be used as its domicile for calculating the next day's route.
Current Odometer
Input an odometer value and select a UOM.
License Expiry
Input a date and time.
Special Instructions
Input any special instructions.
Compatible Resources
Click the Add link to add a compatible resource. Use the picker tool to select an option.
When complete, click Save.
A success message appears.Back on the Resource Administration screen, select a vehicle check box in the Vehicles pane and then click the Actions button. Various options appear:
Select Activate if the vehicle is not active.
Select Deactivate if the vehicle is active.
Select Update Current Position to update the vehicle position.
The Update Current Position popup appears.
Type or select values for Current Lat, Current Lon, and Current Site, and then click Submit.
A success message appears. The updated information appears in the row for the vehicle.
Tracking Events
To create a Tracking Event click on T Link.
The Tracking Events screen appears.Click the Create Tracking Event button and select the desired option.
The Create Tracking Event popup appears.
Enter the required information in the Create Tracking Event and then click on Create.
A success message appears.Refresh the Tracking Events tab to see the updated list.
Skills
To view skills resources click Skills in the Explorer pane.
The Skills pane appears.
Click the Export to CSV button to export the report to a CSV file.
Click the Create Skill button to create a new skill.
The Create Skill screen appears.
Fill out the following fields. Fields with an asterisk ( * ) are required.
Field
Description
* Domicile
This field is populated by the system.
* Name
Enter a name.
* Skill Type
Select a skill type using the picker tool.
First Name
Enter a first name.
Last Name
Enter a last name.
Current Lat
Enter the current latitude.
Current Lon
Enter the current longitude.
Carrier
Select a carrier using the picker tool.
User
Select a user using the picker tool.
Planning Region
Select a planning region using the picker tool.
Employee No
Enter an employee number.
ID No
Enter an ID number.
License No
Enter a license number.
License Class
Enter a license class.
License Expiry Date
Select a license expiry date.
Passport No
Enter a passport number.
Cross-Border Eligible
Select this checkbox if the skill is cross-border eligible.
Cellphone No
Enter a cell phone number.
Driver Tag No
Enter a driver tag number.
Compatible Resources
Click the Add link to add a compatible resource. Use the picker tool to select an option.
When complete, click Save.
A success message appears.To view details of a skill, click a Name link from the Skills information in the right pane of the Resource Administration screen.
The driver details screen appears.
Click Save.
To change the active status of a skill, select its check box on the Skills pane, click the Actions button, and then select one of the following options:
Select Activate if the skill is not active.
Select Deactivate if the skill is active.
Select Update Current Position to update the skill position.
The Update Current Position popup appears.
Type or select values for Current Lat, Current Lon, and Current Site, and then click Submit.
A success message appears. The updated information appears in the row for the skill.
Tools
To view tools resources click Tools in the Explorer pane.
The Tools pane appears.
Click the Export to CSV button to export the report to a CSV file.
Click the Create Tool button to create a new tool.
The Create Tool screen appears.
Fill out the following fields. Fields with an asterisk ( * ) are required.
Field
Description
* Domicile
This field is populated by the system.
* Name
Enter a name.
* Tool Type
Enter a tool type.
Current Lat
Enter a current latitude.
Current Lon
Enter a current longitude.
Carrier
Select a carrier using the picker tool.
User
Select a user using the picker tool.
Planning Region
Select a planning region using the picker tool.
Compatible Resources
Click the Add link to add a compatible resource. Use the picker tool to select an option.
When complete, click Save.
A success message appears.Click a Name link to view details of a tool.
The tool details screen appears.To change the active status of a tool, select its check box on the Tool Schedule pane, click the Actions button, and then select one of the following options:
Select Activate if the tool is not active.
Select Deactivate if the tool is active.
Select Update Current Position to update the tool position.
The Update Current Position popup appears.
Type or select values for Current Lat, Current Lon, and Current Site, and then click Submit.
A success message appears. The updated information appears in the row for the tool.