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This page describes how to use Documents management features in Axiodis and corresponding key points.

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Documents management are proposed in the execution management module to be able to manage documents to exchange between Axiodis backoffice and Axiomobil back-office and mobility app. :

  • Sending automatically documents from Axiodis to Axiomobil to mobility app. (ex: administrative document to deliver to deliveries/ collect collections a site)
  • Receiving automatically documents from Axiomobil from mobility app. to Axiodis (ex: pictures about deliveries/collections on a site) 
  • Display documents in the execution module
  • ...


Data and constraints

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Documents can be predefined on logistics sites in the "Data and Constraints" module, "Logistics sites" screen :

On tab "Documents", it is possible to define on logistics sites a set of documents, for instance, administrative documents necessary or mandatory for the driver to realize the route and deliver/collect specific sites.

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ThemeDescription
1List of documents

List all documents linked to the logistics sites and available by :

  • Icons list for all documents
  • Grid list for all documents
2Document details

Details the current document selected showing :

  • The picture of the document
  • Informations Information about the document :
    • Name
    • Type : image, ...
    • ID
    • Date / hour
    • ...
3Actions bar

Options about documents management :

  • Adding a new document to the logistics site
  • Deleting a document linked to the logistics site
  • Download the document linked to the logistics site

Execution management module

In Execution management module, following features are available about documents management :


Cockpits display

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Documents options are available in different cockpits (planning, execution management) by displaying view "Routes management / Documents" in the menu "Perspectives / Windows" :

Image Added



ThemeDescription
1Routes grids

A field in routes grids can be displayed to precise if some documents are linked to routes with 3 possibles values :

  • None : none documents are linked to the route
  • To mobility : documents coming from Axiodis (ex: logistics sites) are linked to the route
  • From mobility : documents coming from Axiomobil a mobility app. (ex: pictures) are linked to the route
  • Both : documents coming from Axiodis and Axiomobil a mobility app. are linked to the route
2Documents view

A view dedicated to documents is proposed as following :

  • List all documents linked to the routes and available by :

    • Icons list for all documents
    • Grid list for all documents
  • Details about the current document selected and showing the picture of the document and a detailed grid with additional informations information about the document :

    • Name
    • Type : image, ...
    • ID
    • Date / hour
    • Object linked with the document: Route, Sequence.
    • ...
  • Options about documents management :

    • Adding a new document to the route or sequence
    • Deleting a document linked to the route or sequence
    • Download the document linked to the route or sequence

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Info

Documents can be linked globally to the route or can be linked to a specific sequence (for instance with pictures for proof of delivery, damages linked to specific deliveries, ...).   



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