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


Goals



Documents management are proposed in the execution management module to be able to manage documents to exchange between Axiodis backoffice and Axiomobil :

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

Data and constraints



Documents can be predefined on logistics sites in "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.

Those documents will be automatically linked to the sequence of the route for corresponding logistics sites to deliver or collect.


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 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, follo are available about documents management :


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 (ex : pictures) are linked to the route
  • Both : documents coming from Axiodis and Axiomobil 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 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


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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