Define load tracking settings

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Define load tracking settings

In the Load Tracking Settings dialog box, you can manage which fields and options are available when adding loads in the Load Tracking dialog box.

Note that any changes made in the Load Tracking Settings dialog box are applied to both new and existing production control jobs.

To access the Load Tracking Settings dialog box, do the following:
  • At the bottom of the Company Standards dialog box, click the Load Tracking Settings button.

The Load Tracking Settings dialog box opens. Click the tabs at the top of the dialog box to modify the visibility of different items in the Load Tracking dialog box.

Adjust trailer number settings

  1. Click the Trailer # tab to open it.
  2. If you want to allow adding a trailer number in the Trailer # field, select the Show Field check box.

    The Trailer # field will be available in the Load Tracking dialog box.

  3. In the Title field, type the name that you want to use for the Trailer # field.
  4. If you want the trailer number to be mandatory information, select the Value Required check box.

    The user cannot add a load without entering a trailer number.

  5. To add trailer numbers that can be selected, do the following:
    1. If necessary, select the Restrict to Preset List check box.

      Selecting the Restrict to Preset List prevents the users from typing new values, and forces them to select a value in the list.

      Leaving the Restrict to Preset List check box unselected allows the users to type a new value or select a value in the list.

    2. To create a new value, click New.
    3. Type the value in the Trailer # field.
    4. Type the trailer capacity weight in the Capacity field.
    5. Click Add.

      Repeat steps b to e for all values that you want to add.

      You can also select an existing value in the list and use the Edit and Delete buttons to modify or delete the value.

Adjust the load tracking fields

The Carrier, Load Category 1, Load Category 2, Load Category 3, and Shipped From tabs each represent a user-defined field that you can add to the Load Tracking dialog box. The fields can be re-named and adjusted, so that you get all the necessary fields and options.

  1. Click one of the previously mentioned tabs to open it.
  2. If you want to show the field and allow adding information to it, select the Show Field check box.
  3. In the Title field, type the name that you want to use for the field.
  4. If you want the field to be mandatory, select the Value Required check box.

    When the Value Required check box is selected, the user cannot add a load without entering information in the field.

  5. To add options that can be selected for the field, do the following:
    1. If necessary, select the Restrict to Preset List check box.

      Selecting the Restrict to Preset List prevents the users from typing new values, and forces them to select an existing value.

      Leaving the Restrict to Preset List check box unselected allows the users to either type a new value or select an existing value.

    2. To create a new value, click New.
    3. Type the desired value in the related field.
    4. Click Add.

      Repeat steps b to d for all values that you want to add.

      You can also select an existing value in the list and use the Edit and Delete buttons to modify or delete the value.

Adjust receiving date settings

  1. Click the Date Received tab to open it.
  2. If you want to allow selecting a receiving date in the Date Received list, select the Show Field check box.

    The Date Received list will be available in the Load Tracking dialog box.

  3. In the Title field, type the name that you want to use for the Date Received field.

Close the Load Tracking dialog box

  • Click OK at the bottom of the dialog box, or click the Close button (X) in the upper-right corner.

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