# Requests ## Requests Dashboard The Request Dashboard has 3 views that can be toggled by clicking the file tabs: Requests, Trucks, and Whiteboard.

At the top of any view of the Request Dashboard, you will find parameter filters and creation options

**Region**: Filter the listed requests down by the region **Status**: Filter the listed requests down by Status * **Active**: Displays all Requests that have not been closed, including both active Requests and those on hold. * **Open**: Indicates that your trucks should be actively running loads for that Request. On the whiteboard, open Requests are green. * **Hold**: When a Request is placed on hold, trucks are not actively running loads for the Request but will resume at some point. On the whiteboard, Requests on hold are blue. * **Pending**: When a Request is created by a Customer User Log In the status is set to Pending, an internal user must update the status of the Request once it is deemed legitimate * **Closed**: The Request is complete. No more loads will be run. On the whiteboard, closed Requests are grey. * **All**: Show all Statuses **Date**: You can enter a Custom Date range or use the Quick Date Range selectors.

**New Request**: Creates a new request **Copy Request**: If a request is selected (highlighted green), Copy Request duplicates the request as a new request. You can then modify the copied request. **Send Notification on Remove**: Automatically notifies the driver that they have been removed from a request when they are removed. ### Requests View On the Request view, you will see a list of all requests relevant to the selected filters: #### Request Level Actions

**Alert**: Prompts the user to enter a message to be sent to all assigned trucks **Edit**: Navigates user to the Edit Request page for the selected request **Delete**: Deletes the request. Only allowed if no tickets have been run on the request *Clicking the small triangle on the far left will expand the request, and show the haulers assigned to the request* #### Hauler Level Actions

**Trucks**: Opens the Add Trucks Menu **Resend**: Resends the Request information to the assigned trucks **Print**: Downloads the Dispatch Request PDF **Email**: Automatically Emails the Dispatch Request PDF to the Hauler's Contact Email *Clicking the small triangle by the hauler on the far left will expand the request further, and show the trucks from that hauler assigned to the request* #### Truck Level Actions

**Resend**: Resends the Request Information to a specific truck **Alert**: Prompts the user to enter a message to be sent to all assigned trucks **Edit**: Opens the Edit Request Info for Truck **Delete**: Removes truck from the Request ### Trucks View

**Add**: Opens the Add Truck to Request Menu *Clicking the small triangle by the truck on the far left will expand the truck to show all assigned requests* #### Assigned Requests Level Actions

## Creating/Editing a Request

**Region**: Sets the Region for this request **Order**: Sets the Order for this request **Customer**: Automatically populates based on the selected order **Product**: Sets the Product from the selected Order for this request **Save**: Saves the Request and activates the Haulers and Requested Truck Types panels **New**: Creates a new empty request **Close**: Returns the user to the requests screen **Request Description**: Describes the request so that operators/drivers are able to easily identify which request it is **Delivery Info**: Generic information field that can be used to describe additional information about the delivery location or process **Address**: The Delivery Address for this request **Reference #**: Generic field for internal tracking of the request **Latitude/Longitude**: Exact coordinates of the delivery location **Map**: Opens a map that a pin can be dropped on to determine the Latitude/Longitude of a delivery location. Useful for deliveries that do not have exact street addresses **Duration**: How long the Request is active for * **All Day**: 1 day * **Multi-Day**: continuous range of days **Request Date**: Start of the Request **To Date**: End of the Request (only available for Multi-Day Requests) **Time**: The time of day the request starts **Quantity**: Number of units/loads needed for this request **Quantity Type**: Determines whether the Quantity entered will be tracked by Units or Loads **Status**: Status of this request * **Open**: Indicates that your trucks should be actively running loads for that Request. On the whiteboard, open Requests are green. * **Hold**: When a Request is placed on hold, trucks are not actively running loads for the Request but will resume at some point. On the whiteboard, Requests on hold are blue. * **Pending**: When a Request is created by a Customer User Log In the status is set to Pending, an internal user must update the status of the Request once it is deemed legitimate * **Closed**: The Request is complete. No more loads will be run. On the whiteboard, closed Requests are grey. **Close on Complete**: If enabled, the request will update its status to closed when the Quantity is fulfilled **Has Notes**: If the order for this request has notes the View/Edit button will be enabled and will redirect the user to the Notes on the order ## Add Trucks

**Duration**: **From Date**: Start of the Request **To Date**: End of the Request (only available for Multi-Day Requests) **Time**: **Quantity**: Number of units/loads needed for this request **Quantity Type**: Determines whether the Quantity entered will be tracked by Units or Loads (Drop Down Menu next to Quantity) **Priority Level**: **Remove on Complete**: If enabled, the truck will be removed from the request when the assigned Quantity is fulfilled **Truck Message**: Custom message that will be sent to the driver ## Alerts

**Please Enter Your Message**: ## Edit Request Info For Truck

**Duration**: How long the Request is active for * **All Day**: 1 day * **Multi-Day**: continuous range of days **Request Date**: Start of the Request (From Date) **To Date**: End of the Request (only available for Multi-Day Requests) **Time**: The time of day the request starts **Quantity**: Number of units/loads needed for this request **Quantity Type**: Determines whether the Quantity entered will be tracked by Units or Loads **Priority**: **Remove on Complete**: If enabled, the truck will be removed from the request when the assigned Quantity is fulfilled **Truck Message**: Custom message that will be sent to the driver ## Add Truck to Request

**Requests**: **Duration**: How long the Request is active for * **All Day**: 1 day * **Multi-Day**: continuous range of days **From Date**: Start of the Request **To Date**: End of the Request (only available for Multi-Day Requests) **Time**: The time of day the request starts **Quantity**: Number of units/loads needed for this request **Quantity Type**: Determines whether the Quantity entered will be tracked by Units or Loads (Drop Down Menu next to Quantity) **Priority Level**: **Remove on Complete**: If enabled, the truck will be removed from the request when the assigned Quantity is fulfilled **Truck Message**: Custom message that will be sent to the driver