User Guides
YMS
YMS SOP
Workspace

Workspace

The Workspace page provides a real-time overview of yard activities and appointment statuses. Users can search, filter, and manage ongoing operations.

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Search

At the top of the Workspace page, Click the filter icon to switch between Quick Search and Advanced Search.

Quick Search

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You can search using:

  • ET Number
  • Driver Name
  • Equipment Number
  • Load Number
  • Receipt ID
  • Reference Number

Advanced Search

  • Entry Info: Entry IDs, Status, Type, Tag
  • Driver: Carrier, Driver, License
  • Equipment: Tractor, Trailer, Container
  • Load/Receipt: Load ID, Load No, Receipt ID, Customer
  • Time: Gate Check-In, Window Check-In

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Workspace List

At the top of the Workspace page, Click the filter icon to switch between Quick Search and Advanced Search.

Tabs

  • Appointment Today: Show today's upcoming appointments.

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  • Waitlist: Filter by waiting ETs.

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  • Onsite Pending: Filter by: No Assignee, No Dock, Driver Too Early/Late, Driver Not Match, Other Pending.

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  • Task Ongoing: Filter by Inbound/Outbound actions.

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  • Out Yard: Filter by Exit Time.

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Appointment Card

  • APPT Info: Appointment ID, Time, Status

  • Service Type: Inbound / Outbound + Action

  • L/R Info: Linked RN or Load ID

  • Check In Button: Click to create an ET for the selected APPT.

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Entry Card

  1. You can view the ET's Driver info, Equipment info, In/Outbound Action, Check In/Out Time, and Current Status.

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  1. If the Inbound Action is Drop off Empty, you will see a Preload Now button. Clicking it will create a Load Task based on this ET.

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  1. If the Inbound Action is Drop off Full, you will see a Receive Now button. Clicking it will create a Receive Task based on this ET.

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  1. View Details. Tap View Details, Click View Details to see the ET details, including the task timeline, documents, and entry photos.

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If you need to reject this ET, click Reject Entry to reject and close it.

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Click Window to perform operations such as task creation and location assignment for the ET at the window.

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Create Entry

  1. Choose entry tasks.

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A. Live Task a. Live Delivery: The driver completes unloading on site. b. Live Load: The driver completes loading on site.

B. Drop & Hook a. Drop off Full: The driver drops off a full container and leaves. b. Drop off Empty: The driver drops off an empty container and leaves. c. Pickup Preload: The driver picks up a preloaded unit. d. Pickup Empty: The driver picks up an empty unit.

C. Internal Task a. Drop off Receiving: In-yard unloading task. b. Preload: In-yard loading task.

  1. Window Check In

    A. Enter driver and vehicle information.

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    B. Select receiving RNs (multiple selectable).

    C. Select outbound Loads (multiple selectable).

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    D. Create Receipt Task: Assign a handler, select a location, or use Suggest Next to automatically get a suitable location.

    E. Create Load Task: Assign a handler, select a location, or use Suggest Next to automatically get a suitable location.

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    F. Click Task Start. You can complete the Window Check-in and start the Load or Receipt task.