Logistics Programme
- Matthew Garrett
Article Index
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.
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
When first creating a logistics template programme, users will have the option of either creating a blank programme or to create a copy of an existing programme. When making a copy of an existing programme, it is necessary to have the required programme selected before clicking the New button.
Click the Logistics Template Programmes list. A shadow will appear around the list to indicate it is selected.
Click New. The Create New Template Programme confirmation prompt will appear.
Click No to create a blank programme. The Logistics Programme dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new logistics template programme will be added to the Logistics Template Programmes list.
Creating A Stage For A Logistics Template Programme
Each stage of the programme contains a set list of activities required to complete that stage. The stages should be logical and can be determined by issues such as:
Construction stages stipulated in a contract.
Points at which a claim will be raised.
Periodical milestone such as a quality inspection.
Change in responsibility for the tasks.
Creating A Stage
From the Logistics Template Programmes list, select a template programme.
Click the Stages list. A shadow will appear around the list to indicate it is selected.
Click New. The Logistics Programme Stage dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new stage will be added to the Stages list.
Adding An Activity To The Items List
An item represents a task in the programme. Its properties are established by entering information such as:
Adding a pre-determined activity.
Linking a default supplier.
Splitting the item.
Assigning a call time.
Applying a duration (in days).
Adding An Activity
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.
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.
Items can only be drag/dropped when;
the Programme is yet to be compiled
the column sorting is set for Order ascending.
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 |
|---|---|
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 |
|---|---|
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
The Predecessors tab is used to manage the links to other activities and their timing that determines the critical path for the programme.
Predecessor Items List
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
The Checklists tab is used to record the checklists against the logistics programme item.
Procedures
Adding A Checklist Template
Click
. The Template Checklist dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new template checklist will be created.