PakEnergy Support Portal

Portal

Setup

1. On setup > pickup and setup > drop off there is a new feature to HIDE a given pickup or drop off location from the tablet when drivers add loads or supplementals.
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2. On setup > definitions > commodity tab, a user can IGNORE capacity validation on tablets.  This feature only works for crude commodity and gross barrels field.
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3. On setup > admin > company tab a new feature has been added to decide which temperature (observed vs avg line temp) will be used when calculating gsv and net
   1. If avg line temp is selected, please go to setup > def > forms and fields and update avg line temp to be 0 decimals
   2. In the next major build, (late September/early October) we will be enhancing this to allow decimals to be entered for avg line temperatures
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Load

1. On Load > Manage Scenarios, a confirmation # field has been added.  If a confirmation # is stored when users go to create new loads and select given scenario the confirmation # will auto populate with this value if confirmation # is part of load creation pickup form.
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Dispatch

1. On dispatch > dispatch board, in the open load grid, there are two new columns available.   Dispatched and Non-Dispatched.  
   • Dispatched will indicate how many loads for given pickup location are assigned to drivers for given shift date.  
   • Non-Dispatched will indicate how many open loads for given pickup location for given shift date.   
   • Note: These new fields can only be added to new profiles so to update an existing profile, duplicate the profile and add new fields.
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Review

1. On Review > Review and Setup > Users:  Ability to restrict data permissions on run ticket exports.
   1. Users can go to setup > admin > user tab and update the following fields.  Show Run Ticket Pickup Info and/or Show Run ticket Drop Off Info. This user level permission will define what data a user is able to export on run tickets
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   2. When a user attempts to export run tickets the user level permissions will automatically be set and users will NOT be able to change the setting.  
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2. Review > Review
   1. If a user has VISIBLE only rights to this screen the right click functionality/options are all read only
3. Review > Ticket Import
   1. When importing tickets, users will now receive a conflict if they import an INACTIVE tank. The user will need to correct this on the excel file or by editing the tank from ticket drawer
   2. When a user imports tickets, the PakEnergy Transportation gross/net barrel field drop down can be predefined for a given user.  Users can go to setup > admin > user tab and update the following field. Users are still able to adjust this drop down.
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   3. On review > ticket import and on ticket drawer a new feature has been added to LOCK the gross, gsv and net barrels. This feature can be enabled when users import tickets and they select 3^RD PARTY for gross/net barrels or they manually click the LOCK toggle ON.  
   4. When LOCK is on if any change is made to top gauge, bottom gauge, tank, start meter, end meter, CF the gross, gsv, net barrels will retain what was initially input.
   5. If a user turns LOCK off then it will immediately auto calculate gross, gsv, net barrels.
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   6. Review > Driver Added Tanks:  Last modified user, created by user and created by date/time have been added to grid
      
      
4. Finance
5. Finance > Invoice and Payroll
   1. On invoice and payroll, when a user recalculates tickets if they encountered an error no tickets were calculated/rated and an error message was displayed. This workflow is being updated now so when a recalc is performed, all tickets without errors will be rated and all errors will be displayed in a popup once recalc/search is completed.  
   2. Users can export the ticket errors to excel OR they can search for all the ticket numbers with errors to streamline the process of corrected all errors.
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6. Sum shift and Sum BOL components have been enhanced to work with dynamical fields which are part of a rate sheet layout.  

API

Tablets

1. End of Shift Summary:  When a driver arrives at the end of shift summary, driver will be presented with a new experience.  There will be three tabs at the top.  Times and Miles, Loads and Supplementals (if applicable)
   1. On the Times and Miles tab a driver will be shown the system generated login/logout date/time and odometers with total time and miles
   2. Below the system generated information, there is a driver edited row for drivers to make manual adjustments to their information.  Driver edited changes do NOT update the system generated times. They are separate data points to do comparisons.
   3. If the same truck/trailer is used for the entire shift, there will only be 1 system and driver edited row. If different trucks or trailers are used, then additional rows of system and driver edited will be displayed.
   4. At the bottom of the grid, system and driver edited rows are summed up for total time and total miles for the shift.
   5. Drivers can also PRINT out their shift summary on their mobile printer.
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   7. The loads tab will allow a driver to see all of the loads they completed and allow driver to print out additional run tickets if needed
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   9. The supplementals tab will display all supplementals which were completed by the driver. Driver has the ability to print out their supplemental tickets again before submitting shift.
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2. On Dispatch Board > double click driver or right click > edit login/logout info, a portal user can review system generated information vs driver edited information.
   1. System generated information is editable. Driver edited is read only.
   2. If there is a variance between system and driver edited, system row will be display in red to visually call it out unless the system record has been marked reviewed. If there is no variance system, row will be white.
   3. Users can add system generated login/logout info or delete system generated info only.
   4. The new Driver Shift Logs table is available thru zoho analytics integration.
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3. On setup > def > forms and fields or finance > calculations, Total Shift Time and Total Shift Miles have been added as available components to use for invoice or payroll
4. On login screen a new privacy policy link has been added. If a driver clicks on the privacy link it will take driver to the following webpage
   1. Privacy Policy - PakEnergy

Bug Fixes:

1. Setup > Def > Code: When users were attempting to edit any code an error was thrown. This issue has been corrected.
2. Dispatch Board: In the open load grid, only 1 preferred driver would display. This has been updated to display all preferred drivers separated by a comma.
3. Dispatch Board: If a driver had more than 6 non supplemental loads assigned to given shift, they had supplemental loads assigned as well and supplementals were HIDDEN, dispatcher could not see the additional non supplemental loads. This issue has been corrected.
4. Review > Review. When users would search for tickets and open up first ticket sometimes the load or ticket info wouldn’t load. This issue has been corrected.
5. Review > Review. Email report functionality issues have been corrected.
6. Tablet: Drivers were reporting issues with printing split tickets. This issue has been corrected.
7. Tablet: Receipt # has been restricted to 64 characters and user will receive validation error is they enter > 64.