Introduction to the Appointment Manager Console
Shipment appointments are booked and processed in the Appointment Manager console. To get to the Appointment Manager console from the Map console,
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Click Appointment Manager in the top toolbar of the YMS.
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The Appointment Manager console opens in a new tab or window.
The Appointment Manager console consists of three dashboards: Schedule View, List View, and Unplanned Bookings.
The Schedule View dashboard is where users can view planned appointments and scheduled unplanned appointments by day or month.
|
Feature |
Description |
|
|---|---|---|
|
1 |
Site Selection |
If the user has access to more than one site, click to open the dropdown list of sites. Select the site to schedule appointments. |
|
2 |
Schedule View |
Toggle between the different dashboards in the Appointment Manager console: Schedule View, List View, or Unplanned Bookings. |
|
3 |
Day/Month Toggle |
Switch between viewing booked and available appointment slots by day or by month |
|
4 |
Search Bar |
Search for shipments by shipment number. |
|
5 |
Unplanned List |
View up to 50 unplanned shipments that need appointments booked. This is a scroll-able list. The count at the top of the list is the sum of shipments that need bookings. NOTE: While the scroll-able list can only display a maximum of 50 appointments, any unplanned shipments can be found using (4) search. |
|
6 |
Appointment Schedule |
View slots and schedule for the day. See all available slots for schedule. |
|
7 |
Date |
Jump to specific days and view sums of counts of shipments that have been scheduled. |
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8 |
Scheduled Shipment Summaries |
View the number of booked appointments for the next five days by appointment type (Drop or Live). |
|
9 |
Info |
Definitions of milestones/statuses of shipment |
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10 |
Settings |
Enables/disables attributes displayed in the shipment card. |
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11 |
Book Appointment button |
Book appointments for shipment delivery/pickup. |
The List View dashboard shows the status of booked shipments. When an appointment is booked for a shipment, the shipment appears in the List View dashboard on either the Inbound or the Outbound view. The appointment milestones (when a shipment has arrived, been unloaded, and departed) are visible in the milestone tracker.
|
Feature |
Description |
|
|---|---|---|
|
1 |
Site Selection |
If the user has access to more than one site, click to open the dropdown list of sites. Select the site to schedule appointments. |
|
2 |
List View |
Toggle between the different dashboards in the Appointment Manager console: Schedule View, List View, or Unplanned Bookings. |
|
3 |
Inbound/Outbound Toggle |
Switch between the list of scheduled inbound shipments and the list of scheduled outbound shipments. |
|
4 |
Shipment List Table |
Find information on booked shipments including
The shipment information displayed can be shown or hidden using the Table Settings (7). |
|
5 |
Date |
Jump to specific days and view sums of counts of shipments that have been scheduled. |
|
6 |
Table Filters |
Filter the Shipment List Table (4) by section, status, carrier, and slot booking start or end dates. |
|
7 |
Table Settings |
Choose which shipment information to display in the Shipment List Table (4). |
|
8 |
Search |
Search for specific booked shipments. |
The Unplanned Bookings dashboard in the Appointment Manager console shows inbound and outbound shipments that have not been booked.
|
Feature |
Description |
|
|---|---|---|
|
1 |
Site Selection |
If the user has access to more than one site, click to open the dropdown list of sites. Select the site to schedule appointments. |
|
2 |
Unplanned Bookings View |
Toggle between the different dashboards in the Appointment Manager console: Schedule View, List View, or Unplanned Bookings. |
|
3 |
Inbound/Outbound Toggle |
Switch between the list of unscheduled inbound shipments and the list of unscheduled outbound shipments. |
|
4 |
Shipment List Table |
Find information on unbooked shipments including
The shipment information displayed can be shown or hidden using the Table Settings (6). |
|
5 |
Table Filters |
Filter the Shipment Table List (4) by customer, driver, carrier, and slot booking start or end dates. |
|
6 |
Table Settings |
Choose which shipment information to display in the Shipment List Table (4). |
|
7 |
Search |
Search for specific unbooked shipments. |