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Onsite Services

Onsite Services

Apr 12, 2022

On the Sims Portal, we created a module called "Onsite"


The onsite activity module contain the following:
  

  1.  

    1. Search box to allow users to search for activities

    2. Site field show activities from selected site

    3. A table showing a list of onsite activities

      1. The system display all activities that have been collected in the past year and any activities waiting to be collected.

      2. The table contain the following columns:

        • Activity No – this link allow the user to open the link and see/edit details for that particular activity.

        • Site Details – this is the location Site name, City, State/Country.

        • Number of pallets – this is the total number of pallets in the activity

        • Order Number – this is the Order number assigned to the activity.

        • Status – this is the status of the activity

        • Current Location

          • Activity in complete and ongoing status will be displayed as "At client Site".

          • Activity in collected status will be displayed as "In transit"

          • Activity in received status will be displayed as "At SRS Site"

        • Reports – Onsite Checked Items report

Activity statuses

  1. Ongoing – Onsite activities is ongoing. The Activity has not been mark as completed.

  2. Completed – Onsite activities completed but activity has not marked as shipped yet.

  3.  Collected – Load has been shipped. Waiting to be received at SRS site

  4. Received – Activity/Order number has been received at SRS site.

  5. Canceled – Activity has been canceled

Pallet Management

The pallet Management level contain the following:

  1. Search box to allow users to search for pallets

  2. Site field show pallets from selected site.

  3. A grid with the following information:

    1. PalletNo – a link, to direct the user to a different page to see and edit items assigned to the pallet.

    2. Site Details

    3. Number of serialized items on the pallet.

    4. Sealed – a pallet status

    5. Activity Number – Activity number that the pallet is assigned to. Can be null if a pallet is not assigned to an activity.

    6. Report

New pallet

First step to create a new activity is add a new pallet:


On this page the user is able to do the following:

  1. Site – select the site from the list

  2. Pallet – This is a field that will allow user to enter a pallet name.

  3. Save a pallet

 


If the pallet will be used to activity then you will see  list of items assigned to this pallet.

User will be able to remove item on a pallet. Only Items on the activity in ongoing status can be deleted.
Sealed pallet
Seal and unseal a pallet – click on Seal or Unseal button.

  1.  

    1. If a pallet is sealed, it isn't displayed on the pallet dropdown list when a user is adding an activity.

    2. If a pallet is sealed, no items can be added to the pallet.

New Activity
The New Activity Page contain the following fields to allow user to enter data.


  1. Site – a location of an activity

  2. Service Type

    1. This is a dropdown list of service types.

    2. This is required field.

  3. Comments – A field to enter comments.

  4. Save button

After save activity the new activity no will be create


And: