Knowledge Base

You can also edit and add new clients and Sites form this page.

You can also do in-grid filters from the original view if you are looking for a specific company.

Adding a New Client

1. Click on “New” at bottom of page. You will then be presented with the following pop-up window.
   

**Please make sure that you complete all information as accurately as possible. All fields are required as they have impact on other sheets with “TMS”.

1. Once all data is correct click on “Create” to save the Company/Client that has been created. 
   

2. This will take you back to the list of all Companies/Clients.
   

Editing an existing Client 

1. Click on and existing Company/Client
   

2. Click on “Edit” at bottom of page. You will then be presented with the following pop-up window.
   

1. Once you have edited all the data you needed to change, click on “Save”.
   

Client Documents

From this pop window you will load any documents that are relevant to the specific company. To add a document for a company first make sure that the company is selected before selecting the client documents option. This list contains a drop of options to select what type of file it is that you are uploading.

** Please note that once you select “Select File” that you can only upload documents in pdf format.

Once you have selected the filed click on “save”

Manage Company Contacts

In order to use this feature, make sure that you have selected a Client/Company. You can then click on the button and following pop-up window will appear.

1. Click on “New” to add a contact for the client
   

Click on “Create” to save the Contact for the Client/Company

1. To edit an existing Client/Company Contact click, 
   

1. First select a Contact before clicking on “edit”
   

2. Edit all the relevant fields
   

3. Click Save
   

Manage Company Sites

On this pop-up window is where you will create/edit sites that are linked to Companies/Clients.

• Select a Client/Company and then click on “Manage Company Sites”
  

If there are no loaded sites then this list will be empty

• Click on “New” to create a new site for the client/company
  

1. Please make sure that you fill in all the relevant data fields 
   

2. Select “Set” next to operating times and make sure you complete the relevant fields as seen on window below and “save” when complete
   

1. click on “Create” to save the site
   

Click on “Create” to save the Contact for the Client/Company

1. To edit an existing Site for the Client/Company click on “Edit”
   

1. First select a Contact before clicking on “edit”
   

2. Edit all the relevant fields
   

3. You can edit the site times by clicking on “Set” and “clear” them if you want to change all the site times and load new data.
   

4. Click Save
   

2. You can manage site contacts exactly the same way that you created the Client/Company contacts.
   

At the bottom of the edit page you will see the new Geofence selection. By default, it will select a Radius as geofence around the selected site.

You can edit the site geofence in one of the 2 following ways:

1. Select Radius and then enter new radius km’s on the right
   

1. Select Polyline
   

1. Create a Polyline 
   

• Click on the Polyline to start drawing the polyline for Geofence.  
  

• Click anywhere on the map where you want to start your polyline. Every time you click on the map after moving mouse it will plot a new point for the polyline.
  

• Make sure that when you draw the Geofence that you complete the shape by joining the start and end point.
  

1. Move an already created Polyline
   

• Click on the created polyline and drag it to a new position
  

Very important the Polyline has to have the site location (Dropped pin) within the radius.

1. Clear created Polyline radius by click on clear Polygons