How To: Finding a Schedule (21-32)

Overview

This selection is used to find available schedule(s) based on a number of search criteria. After specifying the search criteria and clicking the Calendar Schedule button, the system will open a calendar that displays schedules meeting the criteria that you specified.

Step-by-Step

Click image to enlarge.

1. Make a selection for each of the following fields.
   NOTE: ‘Zip Code,’ ‘Stops Needed,’ and ‘Volume Needed’ can be left blank.
Zip Code

Enter a zip code for the schedule inquiry.

The following routes will be included in the inquiry:

• Routes that operate in the entered zip code
• Routes that operate in a zone that has this zip code assigned to it
• Routes that have no zip code/zone assigned.

NOTE: If a branch is assigned to a route in the specified zone/zip code, the route will only display in the inquiry if that branch is selected from the ‘Branch’ field or if you select that route in the ‘Route’ field.

NOTE: If you are inquiring on Delivery or In-Home Service Schedule Types, this field cannot be left blank.

Branch

Select a specific branch for the inquiry or select ‘Any Branch’ to include all branches.

NOTE: If a route has a branch assigned to it, that route will only be included in the inquiry if that specific branch is selected in this field (or that route is selected in the ‘Route’ field).

Route

Select a specific route for the schedule or select ‘Any Route’ to include all routes.

The route selected in this field overrides the zip code entered at the top of the screen.

For example, we have a route named ‘CPINE1’ that operates in a different zip code/zone from the one entered in the ‘Zip Code’ field. However, if we select ‘CPINE1’ in this field, it will appear first when the calendar inquiry is accessed. But if you click the Show All Schedules button, ‘CPINE1’ will not appear in that list because those routes are based on the entered zip code.

Schedule Type

Select the schedule type (route type) for the schedule.

NOTE: If you select ‘Delivery’ or ‘In-Home Service’ you must also specify a zip code at the top of the screen.

Time Selection

If you are using First AM/First PM/Late stops, specify a timeslot or select ‘Any Time’ if there is no preference.

NOTE: If you are not using First AM/First PM/Late stops, this field does not appear on the screen.

Skill Category

If you are using Skill Categories, select a specific skill for the schedule or select ‘Any Skill Category’ to include all skills.

NOTE: If you are not using Skill Categories, this field does not appear on the screen.

Start Date
Enter the starting date for the scheduling calendar or select it by clicking the Calendar icon.
Stops Needed
(or Minutes Needed)
Enter the amount of time (stops/minutes) that are required for the schedule.
Volume Needed

Enter the volume required for the schedule.

NOTE: If you are not using Volume, this field does not appear on the screen.

Click image to enlarge.

2. Click the Calendar Schedule button. The calendar opens in a new window. For instructions on using the calendar, please view the ‘Using the Standard Calendar’ and/or ‘Using the Quik Calendar’ tutorials. Remember that no schedules are selected through this selection. It is for inquiry purposes only.