Create a Gate Appointment Schedule for a Yard Facility
User Access Note
Only Administrator users, or users with Manage access, can make changes to configurations settings.
Appointment schedules are created in the Gate Appointment dashboard in the Gate Console. Appointment types for a specific yard facility must be configured prior to creating the appointment schedule. If this has not been done for a site, see Appointment Configuration.
To navigate to the Gate Appointment dashboard,
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Click Gate.
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Click Configuration.
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Click Appt Config, and choose Gate Appointment from the drop-down. This opens a calendar view of appointment schedules for a site.
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If you have the ability to make gate appointment schedules for multiple facilities, choose the correct yard facility to create a gate appointment for in the location drop-down at the top, right of the calendar view.
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Solid blocks of color indicate a recurring schedule.
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A single item listed on a single day is a nonrecurring schedule.
To create a recurring gate appointment schedule for a yard facility,
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Ensure you are creating a schedule for the correct location by selecting the yard facility from the drop-down at the top right of the calendar view. This is only applicable if you have the ability to make gate appointment schedules for multiple facilities. If you do not, jump to step 2.
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Click Create Entry.
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Click Recurring Schedule.
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Complete all information in the Add Recurrence pop-up window.
Feature
Description
1
Schedule Color
Assign a color to the schedule to distinguish from others in the calendar view.
2
Start Date
Set the start date of the recurring schedule.
3
End Date
Set the end date of the recurring schedule. NOTE: Schedules are created one month (or less) at a time. To set schedules beyond the one month restriction, create multiple recurring schedules in one month increments.
4
Repeat On (days)
Select the day(s) of the week the schedule repeats on.
5
Live Appt
Set the intervals for Live Appointments (intervals can be set to Per 15 mins, Per 30 mins, or Per Hour).
6
Drop Appt
Set the intervals for Drop Appointments (intervals can be set to Per 15 mins, Per 30 mins, or Per Hour).
7
Start Time
Set the start time for the time block in the schedule. Click Set to save the time selection.
8
End Time
Set the end time for the time block in the schedule. Click Set to save the time selection.
9
# Of Live Appt
Set the number of Live Appointments that can be accommodated in a given interval (see 5).
10
# Of Drop Appt
Set the number of Drop Appointments that can be accommodated in a given interval (see 6).
11
Delete
Delete the time block.
12
Add More (time blocks)
Add up to three time blocks throughout the day. User this when accommodation capacity of a site changes depending on the time of day.
13
Caption
Name the recurring schedule. The default is set to the start and end time.
14
CANCEL
Cancel the entry. The schedule will not be added to the calendar view.
15
ADD
Add the entry to the calendar view when all schedule information is completed.
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Click ADD. This schedule is now visible in the calendar.
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Repeat these steps for additional recurring schedules.
Note
A recurring schedule can only be made one month at a time. For example, to create a recurring gate appointment schedule for the next six months, you need to create six separate recurring schedule entries.
Create a nonrecurring, or single schedule, when a site's capacity on a specific date is different from the normal schedule (e.g., on a holiday). To create a nonrecurring schedule,
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Ensure you are creating a schedule for the correct location by selecting the yard facility from the drop-down at the top, right of the calendar view. This is only applicable if you have the ability to make gate appointment schedules for multiple facilities. If you do not, jump to step 2.
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Click Create Entry.
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Click Single Schedule.
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Complete all information in the Add Appointment pop-up window.
Feature
Description
1
Schedule Color
Assign a color to the schedule to distinguish from others in the calendar view.
2
Date
Set the date for this appointment schedule.
3
Live Appt
Set the intervals for Live Appointments (intervals can be set to Per 15 mins, Per 30 mins, or Per Hour).
4
Drop Appt
Set the intervals for Drop Appointments (intevals can be set to Per 15 mins, Per 30 mins, or Per Hour).
5
Start Time
Set the start time for the time block in the schedule. Click Set to save the time selection.
6
End Time
Set the end time for the time block in the schedule. Click Set to save the time selection.
7
# Of Live Appt
Set the number of Live Appointments that can be accommodated in a given interval (see 3).
8
# Of Drop Appt
Set the number Drop Appointments that can be accommodated in a given interval (see 4).
9
Delete
Delete the time block.
10
Add More
Add up to three time blocks throughout the day. Use this when accommodation capacity of a site changes depending on the time of day.
11
Caption
Name the single, nonrecurring schedule. The default is set to the start and end time.
12
CANCEL
Cancel the entry. The schedule will not be added to the calendar view.
13
ADD
Add the entry to the calendar view when all information is completed.
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Click ADD. The schedule is now visible in the calendar view.
Note
If a recurring schedule and a single schedule occur in the same day, the times cannot overlap.