Getting started
Basic information
Company account
Employee accounts
Logging into the account
TransID
Overview of modules for Forwarders
Overview of modules for Carriers
Overview of modules for Shippers
Messenger
Messenger functions
Messenger settings
Contact groups in the Messenger
Negotiation and acceptance of offers in the messenger - forwarders (TFF) and CargoON
Negotiations and acceptance of offers in the Messenger by the Carrier
Information in the chat window that the caller is on the debt exchange
Conversation archive
Freights
Management of sent freights
The freight archive
Payment term for a freight
Import of freights from a CSV file
Freight templates
Multifreight - handling the function by the contractor
Multifreight - handling the function by the carrier
Forms of freight settlement
Bulk actions on freights
Limited quantity
Creating a freight offer for bulk materials
Loads exchange
Add a freight offer
Delete freight offers
Searching for offers on the freight exchange
Filter load offers
Editing filters
Search for freight offers on the map
Cost calculation on the Load exchange
Alerts before entering into cooperation
Pop-up menu in the exchange offer table
Offers received from a private exchange
Private freight exchange for forwarders
Humanitarian aid
Direct offers - Forwarder
Direct offers - Carrier
Invitations to Private Exchange with a CSV file
Operations at customs clearance points
Block direct offers from selected users
Concluding transactions - carrier
Vehicle exchange
Add a vehicle offer
Deleting a vehicle offer
Search for vehicle offers
Calculation of route costs
Adding a contact person in the vehicle offer
Additional functions of the Vehicle Exchange
Orders
Create a new order
Handling orders as a contractor
Handling orders as a carrier
Order template
Archive of orders
Automation of the request for entry execution data before sending order terms
Maps
Set a route and filter offers on the map
View road restrictions and postcodes on the map
Best Route Assistant
Schedules
Warehouse management
Dock management in the warehouse
Time slot management
Booking management
Booking templates
Booking blocks
Handling attachments in bookings and time slots by the shipper
Providing weights during booking
Sharing a time slot with a user from outside the Platform
Booking manual for the Storekeeper
Booking manual for the Security Guard
Employee roles in the Schedules module
Import of time slots and bookings
Bookings
Received bookings and time slots
Booking in Loads4DRIVER - instructions for the driver
Employee roles in the Bookings module
Contractors
Functions of the Contractors module
Adding a company to contractors
Invite a company to cooperation
Creating groups of contractors
Possibility of suspending cooperation with a contractor
Fixed routes
Functions of the Fixed route modules
Send a fixed route offer to carriers
Edit a fixed route
Fixed route price/rate settings
Price a new fixed route as a carrier
Acceptance of fixed route offer by carrier
Reject a fixed route offer
Fixed routes with shippers
Assign a responsible person to a fixed route
Balancing types
Fuel surcharge
Search, filter and archive fixed routes
Publication of freight offer to a fixed route
Weekday surcharge
Ratings and References
Functions of the Ratings and References module
Issued ratings
List of ratings in the exchange offer line
Payment statuses
Received ratings
References
Sending a request for references
FAQ about ratings
Invoices
Fleet
Adding a fleet and integration with telematics
Fleet module settings
Publishing a vehicle from the Fleet module
BI Reports
Reports - general information
Performance report
Benchmark report
Freights list report
Type & activity report
On Time In Full (OTIF) report
Carrier activity report
Directions report
Savings Management report
Freights Overview report
Warehouse utility report - Dock Scheduler
Operation timeline report (Dock Scheduler)
Report - Carrier On Time (Dock Scheduler)
Payments
Automation rules
Adding an automation rule
Publication of freight and searching for carriers using a rule
Automation rule settings
Dashboard and Widgets
Dashboard - basic information
Widgets - basic information
Unrated transactions widget
Widget - Ratings
TransRisk Widget
Transparency rate widget
Active offers widget
Freights in progress widget
Most common directions widget
Spot market TransBarometer widget
Accepted freights widget
Loading/unloading schedule widget
Top carriers widget
TransInfo Widget
What's new? widget
SDR calculator widget
Euro exchange rate widget
Dock Scheduler - Warehouse occupancy widget
Dock Scheduler - Daily status widget
Dock Scheduler - Average operation time widget
Dock Scheduler - Delay types widget
Dock Scheduler - Warehouse utilization widget
Dock Scheduler - Warehouse occupancy level widget
Body
TransRisk
(TFC) Carrier TransRisk - an independent indicator of payment credibility
(TFF) Forwarder TransRisk - an independent indicator of payment credibility
(CargoOn) TransRisk - an independent indicator of payment credibility
Mobile application
Installation and download of the Loads2GO! application
Searching for load offers in Loads2GO!
Search for vehicle offers in Loads2GO!
Filtering freight offers in Loads2GO!
(TFC - Carrier) Negotiation and acceptance of the offer in Loads2Go!
(CargoOn) Negotiation and acceptance of the offer in Loads2Go!
Add a vehicle offer in Loads2GO!
My vehicle offers in Loads2GO!
Messenger in Loads2GO!
Notifications in Loads2Go!
Edit your profile in Loads2GO!
Settings
You are here All categories > Schedules > Booking manual for the Security Guard
Booking manual for the Security Guard
Updated 2 months ago by Katarzyna
Who can use this function? Function available to users of the CargoON product line who have access to the Dock Scheduler module with the Security Guard role assigned. |
The below instructions focus on the most important functions for the user acting as a Security Guard. They will provide you with information on:
- how to find the required warehouse
- how to find a booking
- how to change the booking status
- what the booking statuses are
- view the list of bookings,
- confirm that data matches a booking,
- note arrivals and departures from the site.
- refuse unloading,
- add internal notes.
Select the required warehouse
To check availability of the managed warehouse:
- Select the Dock Scheduler module.
- Expand the list of managed warehouses and select the one you want to view. Only the warehouses that you have access to will appear on the list.
You can browse several warehouses at the same time by duplicating the browser screen window.
Right-click on the browser tab > select Duplicate
Change the view of the list of bookings
In the Dock Scheduler module, click the Change view button and select one of the following views:
- Booking schedule,
- Booking list,
- Time slots.
Find a booking by vehicle registration number
If you want to find a booking using only a vehicle registration number, enter the number in the search box at the top of the window. The search result list will show the booking you are looking for.
Search and filter bookings
There are two ways to search for bookings:
- Click on the filters button and in the window that appears enter the parameter by which you want to find a given booking. You can search for the booking by entering, for example: date, time, booking status. Click on Show results.
- You can use quick filtering by status of the booking.
Click on the chosen status. The booking in the specified status will be displayed.
You can select more than one status at a time.
Change the status of a booking
- Click on the booking you want to modify.
- You can change the status in the booking details.
Description of booking statuses
A booking may have one of the following statuses:
Pre-booking - The user has confirmed the time of the operation but has not completed the vehicle and driver data.
Confirmed - Once the vehicle and driver details have been entered, the status changes automatically.
Waiting - After the security guard has confirmed the arrival in the system.
Loading in progress - The warehouse starts the loading or unloading process. It is indicated it in the system.
Unloading in progress - The warehouse starts the loading or unloading process. It is indicated it in the system.
Loaded - Once the warehouse operator has clicked Finish loading, the status changes to Loaded.
Unloaded - Once the warehouse operator has clicked Finish unloading, the status changes to Unloaded.
Departure - The security guard confirms the departure of the vehicle in the system ("Confirm departure").
Not loaded - The automatic status counts the vehicles that have not been loaded at the end of the working day.
Not unloaded - The automatic status counts the vehicles that have not been unloaded at the end of the working day.
Refusal to load - Status assigned manually by the security or warehouse staff.
No vehicle - Vehicle did not arrive in the warehouse, automatic status updated at the end of the day.