The Logistics Programme screen is used to manage call forward templates including their stages and any activities within the stage. From the Logistics Programme screen, users can view, edit, or add to any part of the logistics template programmes.
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| Info |
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| To add a new activity into the Items list of the logistics programme the activity must first be created on the Logistics Activity screen. |
Procedures
Creating A Logistics Template Programme
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- From the Logistics Template Programmes list, select a template programme.
- From the Stages list, select a stage.
- Click the Items list. A shadow will appear around the list to indicate it is selected.
- Click New. The General tab of the Logistics Programme Item dialog will be displayed.
- Enter the details.
- Select the Call tab.
- Enter the details.
Select the Predecessors tab.
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Tip The Predecessors tab will display details of the links created in the Programme Critical Path screen.
- Select the Checklists tab.
- Enter the details.
- Click OK. The dialog will close and a new item will be added to the Items list.
Drag and Drop
To move the created Stages or Item around, they can be selected, dragged and dropped into position.
In edit mode, select the item you want to move, hold down the mouse button and start to move.
You will see a green tick icon appear that means the item is selected and eligible to be dropped.
Items can be dragged to different positions within the Stage, or to a different Stage, where it will be automatically placed at the bottom.
Stages can also be moved to different positions.
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Items can only be drag/dropped when;
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Logistics Programme Item Dialog - General Tab
The General tab is used to record the relevant activity for the item and give the opportunity to add or modify key elements of the activity type for the particular task in the programme.
General Group
Field | Description |
|---|---|
Programme Stage | Stage to which the item is assigned. |
Activity | Activity for the task that is selected from those available. Click the Activity popup button to select. |
Cost Centre Code | code used by a third party software that references the activity. |
Allocate Supplier? | Can the user allocate a supplier to the activity? Toggle: Yes/No |
Reallocate Supplier? | Can the user reallocate the supplier to the activity? Toggle: Yes/No |
Type | Classification of the type of task. Click the Type popup button to select. |
Work Flow Claim Stage | Stage claim that the activity represents, if applicable. Click the Work Flow Claim Stage popup button to select. |
Split Item? | This field/function is currently disabled. |
Split Parent | This field/function is currently disabled. |
Split Parent Order | This field/function is currently disabled. |
Days | Number of days duration expected for the task. |
Progress? | This field/function is currently disabled. |
Order | Number that represents the item's place within the stage of the programme. This field cannot be edited. |
Notes | Free text area for notes regarding the logistics programme item. |
Logistics Programme Item Dialog - Call Tab
The Call tab is used to set allowances for the item and allocate a default supplier, if required.
General Group
Field | Description |
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Lead Time (Called For) | Number of days required between the call and the start of the activity. |
Allowance (Complete) | Number of days the activity should require to be completed. |
Default Supplier Group
Field | Description |
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Supplier Role | Default type of supplier for the activity. Click the Supplier Role popup button to select. |
Supplier | Default supplier for the selected supplier role. Click the Supplier popup button to select. |
Contact | Default contact for the selected supplier. Click the Contact popup button to select. |
Instructions | Enter any instructions, if required. |
Notes | Free text area for notes regarding the call. |
Logistics Programme Item Dialog - Predecessors Tab
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The information in the following list cannot be edited.
Column | Description |
|---|---|
Activity | Activity assigned to the current item. |
# | Order number of the selected predecessor item. |
Item | Name of the selected predecessor item. |
Activity | Status that determines when the predecessor activity impacts the current item. |
Operation | Selected operation relating to the interaction between the linked activity and the current item. |
Lag | Number days lag between the completion of the linked activity and the current item. |
Notes | Free text area for notes regarding the predecessor. |
Logistics Programme Item Dialog - Checklists Tab
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