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Search the List of Scheduled Tickets in Texada Web

Provides an overview of the ticket scheduling functionality, and describes how to view, search and filter the list of scheduled tickets in Texada Web.

Type

How to/Conceptual

Audience

Texada Web Counter or Logistics Manager

Products

Texada Web

In This Article

Context

As your business grows, and your list of scheduled tickets grows longer, you can use the search and filter functionality to narrow down the list of tickets to only display the tickets that you need to view.  This enables you to focus on scheduling your tickets in a systematic and easy-to-follow way while cutting out irrelevant information.

For example, if you are mostly done scheduling your tickets for a particular day, but still need to schedule tickets for a single driver, you can search for that driver and only display the tickets that are scheduled for them, without the distraction of seeing what is assigned to other drivers.

Sections of ticket scheduling

Use the following diagram to understand the different sections of the ticket scheduling page:

FLWATicketsScheduleSearch1

  1. Date/time fields and arrows
    Used to move between different days to view the different tickets that are scheduled for each day.
    Note: You can only view a single day’s worth of tickets at a time
  2. Driver selection dropdown
    Enables you to filter the list of tickets by the driver
  3. Division and location dropdowns
    Enables you to filter the list of tickets by division and/or location
    • Ticket number
    • Ticket type (delivery, pickup, or task)
    • Scheduled time
    • Priority level (low, medium or high)
    • Number of assets
    • Ticket status (see: “About Ticket Statuses in Texada Web and Texada Mobile" for more information)
    • Customer number
    • Origin address
    • Destination address
    • Number of tickets that are unassigned or assigned to a specific driver
      Notes:
    • The list of tickets is organized according to the scheduled order, as opposed to scheduled time
    • You can customize the list of scheduled tickets to only display the fields that are relevant to your business. See: “Customize and Filter a List in Texada Web” for more information.
  4. List of scheduled tickets
    Displays all assigned and unassigned tickets for a particular day along with:

  5. Map
    Enables you to visually locate tickets on a map using Google maps

    Notes

    • Click here to learn more about how to use Google maps
    • Click a pin on the map to change the information that appears in the ticket details and to highlight the selected ticket in the list of scheduled tickets
    • Each pin on the map uses color to display the type of ticket (red for delivery, blue for pickup, and orange for task), and a symbol to display the status of the ticket
  6. Ticket Details
    Contains functionality to assign the ticket to a driver, or to view the details of the ticket

    Displays specific information about the ticket:
    • Ticket number
    • Ticket type
    • Scheduled time
    • Ticket Status
    • Driver
    • Company name
    • Origin address
    • Destination address
    • Assets
    • Comments

      Notes
    • You can assign a ticket to a driver in this section. See: “Assign a Ticket to a Driver in Texada Web” for more information.
    • You can access and view the full details of the ticket from this section.  See: “Edit the Details of a Ticket in Texada Web” for more information.

Before You Begin

Required: internet connect, valid Texada Web login credentials and access permissions, existing ticket

Optional: mobile device with an internet connection, existing driver

Steps

Search and filter the list of scheduled tickets by driver

  1. In the Texada Web dashboard, navigate to Tickets > Scheduling
    The Ticket Scheduling page opens and displays the list of scheduled tickets for the current day
    FLWATicketsScheduleSearch2
  2. Optional: Click date FLWATicketsScheduleSearch3 and use the calendar field, or use the arrows FLWATicketsScheduleSearch4to select the date you need to schedule a ticket on
  3. Click the Select driver(s) dropdown and do one of the following:
    1. If you are looking for a specific driver, type the name of the driver in the Search field
      The list of drivers and scheduled tickets is narrowed to reflect your search term(s)
    2. If you are looking for multiple drivers, check the driver(s) in the list that you need to view
      The list of drivers and scheduled tickets is narrowed to only include the driver(s) you checked
    3. Optional: Click Select All to select all drivers
      FLWATicketsScheduleSearch5

Filter the list of scheduled tickets by division and location

  1. In the Texada Web dashboard, navigate to Tickets > Scheduling
    The Ticket Scheduling page opens and displays the list of scheduled tickets for the current day
    FLWATicketsScheduleSearch6
  2. Optional: Click date  FLWATicketsScheduleSearch8and use the calendar field, or use the arrows FLWATicketsScheduleSearch4to select the date you need to schedule a ticket on
  3. Do any of the following:
    1. Use the Divisions dropdown to select the division that you need to filter the list of scheduled tickets by
      FLWATicketsScheduleSearch9
    2. Use the Locations dropdown to select the location that you need to filter the list of scheduled tickets by
      FLWATicketsScheduleSearch10
  4. The list of tickets is filtered to reflect your selections