Manage Actions

Create actions

• Navigate to Tasks > Action List tab
• You will notice that a set of actions has been automatically created. These are the default action codes for VRP model

• In case there are no action code, you can create the action using Excel template. Below are the information fields of the actions

Create forms for actions

General steps

• Hover on the Action code for which you want to create form, then click on Form Builder icon

• You will be directed to the Form Builder screen, where you can start creating form for that Action code

• You will see a blue Submit button. You need to remove it by hovering your mouse over it, then click on the red icon at the far right

• Now you can begin to create form for the Action code, by dragging the appropriate component on the left side to the right side

• The set up form of the component will appear. Input data into that form, then click Save
• We will specify the detail for each component below

• Note: For some special components, you can drag other components inside them
• After you have finished configuring all components, scroll down the Form Builder screen, then click on Save View to finish creating the form for the Action code

• A pop up will appear to let you know you have succeeded creating the form

• Click on Back to get back to the Action list tab. You can continue to create forms for other Action codes

• We will now move on to create form for each action code

LOADING_AT_DEPOT Action code

1.1 Order Information panel

• Component used: Layout Components > Panel
• Position: On top

• Component content:
• Note: The value input into Title field can be changed freely

1.2 Order Information Table

• Component used: Layout Components > Table
• Position: Inside Order Information Panel component

• Component content:

1.3 Order Code Field

• Component used: Basic Components > Text Field
• Position: Inside Order Information Table component

• Component content:
• Note: The value input into Label field can be changed freely

1.4 Customer Code Field

• Component used: Basic Components > Text Field
• Position: Inside Order Information Table component, to the right of Order Code Field component

• Component content:
• Note: The value input into Label field can be changed freely

1.5 Customer Name Field

• Component used: Basic Components > Text Field
• Position: Inside Order Information Table component, to the right of Customer Code Field component

• Component content:
• Note: The value input into Label field can be changed freely

1.6 Amount of Money to be collected Field

• Component used: Basic Components > Text Field
• Position: Inside Order Information Table component, to the right of Customer Name Field component

• Component content:
• Note: The value input into Label field can be changed freely

1.7 Check In panel

• There are two options on how the driver performs the Check In action

1.7.1 Check In with the coordinate information of the location where the driver is standing

• Component used: Special Components > Address
• Position: Below Order Information panel component

• Component content:

1.7.2 Check In with an image of the location where the driver is standing

• Component used: Special Components > File
• Position: Below Order Information panel component
• Component content:

1.8 Order Status Confirmation panel

• Component used: Layout Components > Panel
• Position: Below Check In panel component

• Component content:
• Note: The value input into Title field can be changed freely

1.9 Confirm to have taken products out of the warehouse Checkbox

• Position: Inside Order Status Confirmation panel component

• Component content:
• Note: The value input into Label field can be changed freely

1.10 Confirm to have left the warehouse Checkbox

• Position: Inside Order Status Confirmation panel component, below Confirm to have taken products out of the warehouse checkbox component

• Component content:
• Note: The value input into Label field can be changed freely

DELIVER_PRODUCT Action code

2.1 Check In panel

• See instruction above

2.2 Bill receiving confirmation panel

• Component used: Layout Components > Panel
• Position: Below Check In panel component

• Component content:
• Note: The value input into Title field can be changed freely

2.3 Bill receiving confirmation check box

• Component used: Basic Components > Check Box
• Position: Inside Bill receiving confirmation panel
• Component content:
• Note: The value input into Label field can be changed freely

BACK_DEPOT Action code

3.1 Check In panel

• See instruction above

3.2 Update status at the end of day panel

• Component used: Layout Components > Panel
• Position: Below Check In panel component

3.3 Confirm to have handed all redundant products to the warehouse manager Check box

• Component used: Basic Components > Check Box
• Position: Inside Update status at the end of day panel component

• Component content:
• Note: The value input into Label field can be changed freely

3.4 Confirm to have handed all collected cash to accountant Check box

• Component used: Basic Components > Check Box
• Position: Inside Update status at the end of day panel component, below Confirm to have handed all redundant products to the warehouse manager Check box component

• Component content:
• Note: The value input into Label field can be changed freely

END_DAY Action code

4.1 Check In panel

• See instruction above