Location Management - Origin Profiles

What is it?

Trux users with access to the LOCATION screen are now able to view and manage the profile information for origin locations. This profile information is viewable on the DISPATCH screen to aid dispatchers when creating and managing dispatch orders. And haulers are able to view certain details associated with a plant they are traveling to within Trux Drive.

Click on a link below to jump to the relevant section of this article:

• Creating and Editing an Origin Location
• Setting Origin Location Hours
• Creating and Editing Origin Location Geofences
• Setting Origin Rates and Configurations
• Dispatcher Functionality
• Hauler Functionality

Creating and Editing an Origin Location

Origin profile information is managed on the LOCATION screen. Follow the steps below to update profile information for a selected location.

1. Click on the LOCATIONS screen.
2. Click on the Location dropdown to select an existing Origin Location, or
3. Click Create a new location. In this example, we are going to create a new origin location, but the instructions the follow apply to editing an existing location as well.
   
   
   
4. Enter the location name, and click CREATE.
   
   
   Set or update the origin geofence. Use the geofence radius slider to set/edit the geofence radius. Drag and drop the location pin, and/or enter the specific latitude and longitude coordinates to set/edit the geofence location.
   
   
5. Enter the Contact Info for the new location, including:
• Origin address
• Phone numbers - Phone No. (the origin’s general contact number), Hauler Contact Phone (the contact number that will appear for the hauler in Trux Drive), and Customer Contact Phone (the number that appears in the Delivery Tracker for customers to call)
• Email - general and notification email
• Notification Email - the email that is to receive any system notifications
• CB channel
  NOTE: While the location and default geofence will be shown on the map, you will have the opportunity to edit this on the Geofences tab (see below).
6. Click SAVE CHANGES.

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Setting Origin Location Hours

The days and hours during which the plant/quarry can fulfill an order are managed on the HOURS tab. Dispatchers are made aware of the origin hours of operation when scheduling dispatch orders. They will be alerted if/when creating dispatch orders that fall outside of standard working hours at the selected origin.

1. Click on the HOURS tab.
2. Enter the Open and Close time for each day of the week, or click Open 24hrs or Closed on each day if applicable.
3. Click SAVE CHANGES.
   
   

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Creating and Editing Origin Location Geofences

You can choose between two geofence types when creating and editing origin locations: Radius or Polygon.

A Radius geofence, the default value for new or existing locations, allows you to create a circular boundary around a specific point (an address or specific latitude/longitude coordinates), essentially drawing a virtual circle. A radius geofence is useful when targeting a general area around a specific point.

A Polygon geofence allows you to define a more complex area by connecting multiple points to create a custom shape that may better fit the exact boundaries of a location, making it more precise than a simple radius geofence. A polygon geofence is ideal for targeting a specific building, a complex property boundary, or when you need to exclude certain areas within a larger region.

NOTE: Origin locations that were created prior to this release will retain their radius-based geofence unless and until a polygon geofence is added.

See How

Read How

Creating/Editing a radius geofence

To draw a radius geofence around a specific location:

1. Click the Geofences tab.
2. Select the RADIUS button to the left of the map. A circle will be drawn around the entered address (on the Contact Info tab).
3. Click and slide the Geofence Radius slider to the left or right to decrease or increase the size of the circle. Or enter the size of the radius in meters.

Click and drag the map pin to move the geofence. NOTE: The pin will remain at the center of the circle as it is moved. Click SAVE CHANGES to save your radius geofence.

Creating/Editing a polygon geofence

To draw a polygon geofence around a specific location:

1. Click the Geofence tab.
2. Select the Polygon button to the left of the map.
3. The START DRAWING button will appear above the map. Click the button then click on the map to place the first point of your geofence on the map. NOTE: you will be able to move and/or delete any points at any step in the drawing process. Continue to click on the map where you would like to place each additional point of the geofence.
4. Add as many points as you need to create the shape of your geofence that’s required by the location. Click and drag any point to change the shape of your geofence. Click and drag anywhere inside the geofence to move the location of the drawn geofence around your location pin. You can also click and drag the pin to change the origin location coordinates within the drawn geofence. You can delete any points along the geofence boundary by right-clicking on a point and selecting Delete from the shortcut menu that appears. Click SAVE CHANGES to save your polygon geofence.
   

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Setting Origin Rates and Configurations

1. Click on the Rates & Configurations tab.
2. Enter Location Specific Instructions (250 character limit). These are any special instructions that apply to the selected origin location such as where to enter/exit, any equipment prohibitions or requirements, etc.
3. Enter/edit Detention Management information, including:
   • Default Plant and Destination Turnaround Time - the default plant and default destination turnaround times for the selected location. These will impact cycle time and hauling needs/load planning calculations.
   • Default truck type(s) - select one or more default truck types to be used when creating dispatch orders from this origin. Dispatchers will be able to add/remove truck types when creating dispatch orders.
4. Enter the Hauler Early Punch In time, which determines the default amount of time that by which a hauler will be allowed to punch in before their assignment is scheduled to begin. NOTE: Dispatchers can edit this time on an assignment-by-assignment basis on the DISPATCH screen.
5. The Default Load Size Quantity is the number of default tons and cubic yards to be used when creating dispatch orders from this origin and ensures that the default load size for dispatch orders represents what the location manager wants. Here is also where you will enter the number of inbound and outbound scales at the origin.
   
   

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Dispatcher Functionality

Accurate fill rate data and performance requires accurate data entry on dispatch order hours, load size, plant loading time, etc. Origin profiles enable us to reduce the amount of manual adjustments required to get accurate dispatch order entry by controlling plant specific defaults, so that we can drive better fill rate insights.

Dispatchers can quickly view key data about an origin profile from within the dispatch tab by hovering over the origin location in the Dispatch Orders section of the DISPATCH screen.

Click on the origin location to view full origin profile details.

Hours of operation for the current day are shown. Click the dropdown arrow to view hours for the entire week. Hover and click over a phone number or email to copy that information to your clipboard. You can also view the location CB Channel, number of scales, and location specific instructions that will display for haulers in Trux Drive.

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Hauler Functionality

Haulers also have access to origin profile information from within Trux Drive.

1. On the My Jobs tab of the Jobs screen (Schedule screen for Drivers), tap on the origin name to display more information about that location.
2. Tap on the Hours drop-down to view the hours of operation for the entire week for the location.
3. Tap on the phone number to place a call to the origin location.

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