Transportation Sheets v2
Executive Summary
Transportation Sheets v2 is the template-based version of the transportation sheet report. Supervisors start a report for a branch, a saved transportation sheet template, an employee selection and a date range, and each request is recorded in a list with its branch, template, selection, dates, who added it and when. In the current version this screen only records the request. It does not read visits from AlayaCare or create any sheets, so the # Included count stays empty and no files are produced. Use Transportation Sheets to produce driver sheets.
Key Features
- Start a new report request from a saved template, for a branch, a date range and an employee selection
- Choose one employee, employees whose name includes some text, the vacant employee only, or multiple employees by department and group
- Review earlier requests with their template, selection, dates, who added them and when
- Filter the list by branch
Typical Workflow
- Choose the Branch at the top of the page (all branches is available when permitted).
- Click Start A New Report.
- Choose the branch, Template, Employee Selection and date range, then click Ok.
- The request appears at the top of the list.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page and start report requests |
| All Branches | Choose "all branches" when listing requests and start requests for any branch |
Main Grid
Lists the report requests, newest first, 9 rows per page.
| Column | Description |
|---|---|
| IDByYear | Request number within the year. |
| Branch | Branch the request was made for. |
| Template | Code of the transportation sheet template. |
| From | First date of the range. |
| To | Last date of the range. |
| Employee Selection | How employees were chosen. |
| Employee Name Includes | The name text, when that selection was used. |
| Departments | Departments chosen for multiple employees. |
| Groups | Groups chosen for multiple employees. |
| Single Employee | The employee, when a single employee was chosen. |
| Added | When the request was added, in the tenant time zone. |
| Added By | The user who added it. |
| Processing Start | When processing started. |
| Processing End | When processing ended. |
| Duration | Elapsed processing time. |
| # Included | Number of sheets included. |
| Target | Output target (PDF). |
| Time Zone | The branch's time zone. |
| Cancelled | When the request was cancelled, if it was. |
| Manage Records | An edit icon. |
Main Grid Filters
| Filter | Purpose |
|---|---|
| Branch | Limits the list to one branch. The all-branches choice is available only with the All Branches permission. Changing it reloads the list. |
Actions
| Button | Description |
|---|---|
| Start A New Report | Opens the Start A New Report dialog. |
| Edit (right-click a row, or edit icon) | Does nothing in the current version. |
Dialog Components
Start A New Report
Opens from Start A New Report. Click Ok to record the request.
| Field | Purpose |
|---|---|
| Branch | Branch the request is for. Defaults to the branch chosen at the top of the page. |
| Template | The transportation sheet template to use. |
| Employee Selection | Employee Name Autocomplete, Employee Name Includes, Vacant Employee Only or Multiple Employees. |
| Employee | Shown for Employee Name Autocomplete. Search for and pick one employee. |
| Employee Name Includes | Shown for Employee Name Includes. |
| Departments | Shown for Multiple Employees. |
| Groups | Shown for Multiple Employees. |
| Choose a Range | The first and last service date. |
Warnings you may see: "Please select a branch" and "Please select a template". The page opens with Employee Selection set to Single Employee, which is not one of the listed choices, so choose one of the four options before you click Ok.
Dependencies
The following tables must be configured for lookups on this view to work:
| Table | Description |
|---|---|
| Branches | Branches offered in the branch selectors and used to limit the list. |
| Departments | Departments offered when selecting multiple employees. |
| Transportation Sheet Templates | Templates offered in the Template list. |