Click the play icon for the MSWeb Local Services video. This video, along with other MSWeb videos are located within the Training Center.
Order Information > Local Service
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Click the play icon for the MSWeb Local Services video. This video, along with other MSWeb videos are located within the Training Center. |
If this is the first service for an order, from Order Information > Local Service, start by clicking New Local Service, which take you to the Local Service Details page.
Figure 65: Local Service icon and New Local Service button shown
From here, should you need to add another local service, either click the Create Service button, which prompts the Local Service Details screen.
Figure 66: Add additional services by clicking the Create Service button.
Next, from Local Service Details < Job Details section, select a Branch. No other information can be entered until the Branch is set. Once the branch is set, the Operational Plan and Service fields become active; therefore, enter an Operational Plan, if needed, and then enter a Service. Selecting Service causes the page to become enabled with the appropriate fields for that Service. Also, the Additional Details section becomes active so that Service tiles can be utilized. Continue entering services as required.
Tip: If Is Placeholder is checked, no work ticket can be associated with the service until it is removed.
Figure 67: Local Service Details screen
Under Date Details, Service Date is a mandatory field. Options are provided and include Service Date, Specific Dates to choose more than one date, Recurring Dates which allows a date range and repeat schedule, or To be determined.
Start Time and End Time can be defined. If times are entered, Crew Calculations will determine the number of Crew and Hours/Man per the service for that time frame. Set from Service Time will be noted under those fields.
Figure 68: Crew Calculations
If no Start Time and End Time are entered, Crew Calculation will auto-calculate according to the service, weight, and other parameters set for the Service. In this example, weight is set at 5,000 lbs. Notice under Crew and Ho Man reads “Auto calculated.” If you need to override this auto-calculations, remove a Start Time or End Time and then you can modify the Hours/Man. Remove a time by clicking the x icon in the Start Time or End Time fields.
Figure 69: Auto-calculated Crew Times
Additionally, if no Start Time or End Time is entered, it is possible to manually override the number of Crew and/or Hours/Man. Note in the image below that start and ends times have not been entered. This enables the ability to manually change both the Crew and Hours/Man. The quantity entered for Crew and Hours/ Man was manually entered. Manual Entry is shown beneath the fields.
Figure 70: Manual Entry indicated for Crew Times
Day Notes, if entered by a dispatcher, will show under Day Notes.
When all fields or information you wish to enter at this point are entered, click Save. If you try to navigate elsewhere before clicking save, this warning will appear. Choose Yes, discard if you decide not to keep the information entered and continue navigating elsewhere in MSWeb. Choose No, go back if you do want to keep the information and then click Save.
Figure 71: Warning to save or cancel changes
Once the service is saved, the service will appear in the Service Timeline in Local Service, as shown below. The Status of Idle until Dispatch chooses to accept or cancel the service.
Figure 72: Service Timeline