Home Terminals

Topics in this section:

• What home terminal information is displayed on this page?
• What is a home terminal?
• Adding a home terminal*
• Importing a list of home terminals*
• Editing a home terminal*
• Deleting a home terminal*
• Restoring a deleted home terminal*
• Using filters to search for home terminals

* An application user must have a user role with View/Modify permission to the Admin feature to add, import, edit, delete, or restore a home terminal.

What home terminal information is displayed on this page?

• Home Terminal Name - Displays the name of the home terminal.
• Time Zone - Displays the time zone of the related home terminal.
• Adjust for DST - Displays if there is an adjustment in time due to Daylight Saving.
• Status - Displays the status of the home terminal.
  Active - The terminal is active. It will be available to be assigned drivers and user profiles and be used in the Driver Filter.
  Deleted - The home terminal has been deleted. It is in an inactive state, with no drivers or users assigned to it. It cannot be assigned to a driver or user or used in the Driver Filter.

What is a home terminal?

A driver's home terminal, or domicile, is the terminal from which the driver is dispatched and to which the driver returns with the most frequency. The home terminal is also the means by which a particular time zone is associated with a driver log.

Home terminals can be used to control what records a driver or non-driver user may access via the web application, and also to filter the records to be presented at one time.

Adding a home terminal*

To add a new home terminal to the organization:

1. Click the new button  button. This displays the Home Terminal Detail page.
2. Enter a Home Terminal Name. This is the name that will appear in the Driver Filter drop-down list and on the driver log.
3. Select a Time Zone from the drop-down list. This determines the time zone used for the daily logs for all drivers assigned to the home terminal.

   * If Daylight Saving Time is observed where the home terminal is located, make sure the Adjust for DST checkbox is checked.

4. Enter the Starting Time of the home terminal
5. Enter the street Address of the home terminal (including the City, State or Province, and ZIP or Postal Code).
6. Optional: Enter the main Phone number for the home terminal.
7. Click the Save button to save changes and return to the Home Terminals list page.

Points to remember when adding or importing home terminals:

• Because every driver must be associated with a home terminal, you must add home terminals before adding or importing drivers. If all drivers in your organization are based in a single location, create a single home terminal to which all drivers will be assigned.
• The home terminal name and address will be shown on every record of duty status (aka driver log). A home terminal's phone number is not shown on the driver log.
• The home terminal name will be visible in the Driver Filter list for any user who has access to that particular terminal (or access to all terminals).

Importing a list of home terminals*

The Import option  allows an organization to enter multiple home terminals into the system at one time.

A valid home terminal import file will have 11 columns and one or more rows of data.

Columns must be in this specific order:

Click to view a sample import file.

More information about importing files:

• What file formats can be used for import files?
• How do I create an import file?
• How do I import a file?

Editing a home terminal*

To edit the details of a home terminal already existing in the organization:

1. Locate the row containing the home terminal you wish to edit.
2. Click the home terminal name link. This displays the Home Terminal Detail page.
3. Change the home terminal's details.
4. Click the Save button to save changes and return to the Home Terminals list page.

Points to remember when editing a home terminal:

• When you change the Home Terminal Name, the new name is reflected in the Driver Filter drop-down list when you click the Save button. Application users who currently have access to the home terminal will continue to have access even after the name is changed.

Deleting a home terminal*

Home terminals may be deleted from the Home Terminals list page (one or more home terminals at a time) or from the Home Terminal Detail page (one home terminal at a time).

To delete an individual home terminal from the Home Terminals list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active home terminal you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected home terminal.
5. If confirmed, this deletes the selected home terminal.

To delete multiple home terminals from the Home Terminals list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row(s) containing the active home terminal(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list to delete the selected home terminal(s)
5. A pop-up will display asking for confirmation to delete the selected home terminal(s).
6. If confirmed, this deletes the selected home terminal(s).

To delete a home terminal from the Home Terminal Detail page:

1. Click on a home terminal name to display the detail page.
2. After the Home Terminal Detail page is displayed, click the Delete button.

Points to remember when deleting a home terminal:

• You cannot delete a home terminal if it has drivers currently assigned to it or users with terminal-specific access to it, even if those drivers or users have been deleted.

Restoring a deleted home terminal*

Home terminals may be restored from the Home Terminals list page (one or more home terminals at a time) or from the Home Terminal Detail page (one home terminal at a time).

To restore an individual home terminal from the Home Terminals list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active home terminals or show only deleted home terminals.
2. Locate the row containing the deleted home terminal you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected home terminal.
5. If confirmed, this restores the selected home terminal.

To restore multiple home terminals from the Home Terminals list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active home terminals or show only deleted home terminals.
2. Locate the row(s) containing the deleted home terminal(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  above the list.
5. A pop-up will display asking for confirmation to restore the selected home terminal(s).
6. If confirmed, this restores the selected home terminal(s).

To restore a home terminal from the Home Terminal Detail page:

1. Click on a home terminal name to display the detail page.
2. After the Home Terminal Detail page is displayed, click the Restore button.

Using filters to search for home terminals

The total number of home terminals displayed in the table may be reduced through the use of one or more page-specific filters.
The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

The following page-specific filter options are provided:

• Filter By text - Include only the home terminals for which a particular attribute begins with the text specified

  To apply this filter:

  1. Select an attribute (such as Home Terminal Name) from the drop-down list.
  2. Enter the desired text into the box.

     OR

     Choose the desired attribute from the provided drop-down list.

  To clear this filter:

  1. Select Clear All  from the drop-down list.
• Home Terminal Status- include active and/or deleted home terminals.
  
  • To include only active home terminals, click Show Active (selected by default).
  • To include only deleted home terminals, click Show Deleted.
  • To include both active and deleted home terminals, click Show All.

Customizing the list display:

1. Click the more button , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

Points to remember when using filters:

• Multiple filters may be used in conjunction. For example, you can choose to view deleted and non-deleted home terminals that belong to the Central time zone.
• Text-based filtering is not case sensitive, and partial matches are returned. For example, filtering by Home Terminal Name = CH or ch may return home terminals named Charleston, Chicago, or Chula Vista.
• For some Filter By attributes, an additional drop-down list will appear instead of a text box. The drop-down list will contain the options for filtering on this attribute without having to type them in.