Home Terminals

Topics in this section:

What is a home terminal?
Adding a home terminal*
Importing a list of home terminals*
Editing a home terminal*
Deleting a home terminal*
Restoring a deleted home terminal*
Using filters to search for home terminals

* An application user must have a user role with View/Modify permission to the Admin feature to add, import, edit, delete, or restore a home terminal.

What is a home terminal?

A driver's home terminal, or domicile, is the terminal from which the driver is dispatched and to which the driver returns with the most frequency. The home terminal is also the means by which a particular time zone is associated with a driver log.

Home terminals can be used to control what records a driver or non-driver user may access via the web application, and also to filter the records to be presented at one time.

Adding a home terminal*

To add a new home terminal to the organization:

Click the New button. This displays the Home Terminal Detail page.
Enter a Home Terminal Name. This is the name that will appear in the Group Filter drop-down list and on the driver log.
Select a Time Zone from the drop-down list. This determines the time zone used for the daily logs for all drivers assigned to the home terminal.
* If Daylight Saving Time is observed where the home terminal is located, make sure the Adjust for DST checkbox is checked.
Enter the Starting Time of the home terminal
Enter the street Address of the home terminal (including the City, State or Province, and ZIP or Postal Code).
Optional: Enter the main Phone number for the home terminal.
Click the Save button to save changes and return to the Home Terminals list page.

Points to remember when adding or importing home terminals:

Because every driver must be associated with a home terminal, you must add home terminals before adding or importing drivers. If all drivers in your organization are based in a single location, create a single home terminal to which all drivers will be assigned.
The home terminal name and address will be shown on every record of duty status (aka driver log). A home terminal's phone number is not shown on the driver log.
The home terminal name will be visible in the Group Filter list for any user who has access to that particular terminal (or access to all terminals).

Importing a list of home terminals*

The Import option allows an organization to enter multiple home terminals into the system at one time.

A valid home terminal import file will have 11 columns and one or more rows of data.

Columns must be in this specific order:

Column Name*	Required/Optional	Notes
Home Terminal Name	Required	Must be unique among other home terminals within your organization. Limited to 50 alphanumeric characters.
Address Line 1	Required	The first line of the home terminal mailing address. Limited to 50 characters.
Address Line 2	Optional	The second line of the home terminal mailing address. Limited to 50 characters.
Home Terminal City	Required	The city where the home terminal is located. Limited to 50 characters.
Home Terminal State/Province	Required	The two-letter US, Canada, or Mexico postal abbreviation for the state, province, or territory of the home terminal mailing address.
Home Terminal Country	Required	The two-letter country code of the home terminal mailing address (US, CA, MX).
Home Terminal ZIP/Postal Code	Required	The ZIP, ZIP+4, or postal code of the home terminal mailing address. Must be numeric ('99999'), numeric with hyphen ('99999-9999'), or alphanumeric ('A1B 2C3').
Home Terminal Phone Number	Optional	The main telephone number for the home terminal. Limited to 15 characters and can contain numbers, parentheses, hyphens, and spaces.
Time Zone	Required	Must be Atlantic, Eastern, Central, Mountain, Pacific, Alaska, Newfoundland or Hawaii-Aleutian.
Adjust for DST	Required	Must be Yes or No.
Starting Time	Required	The time when the log day starts, as specified for the home terminal.

Click to view a sample import file.

More information about importing files:

Editing a home terminal*

To edit the details of a home terminal already existing in the organization:

Locate the row containing the home terminal you wish to edit.
Click the home terminal name link. This displays the Home Terminal Detail page.
Change the home terminal's details.
Click the Save button to save changes and return to the Home Terminals list page.

Points to remember when editing a home terminal:

When you change the Home Terminal Name, the new name is reflected in the Group Filter drop-down list when you click the Save button. Application users who currently have access to the home terminal will continue to have access even after the name is changed.

Deleting a home terminal*

Home terminals may be deleted from the Home Terminals list page (one or more home terminals at a time) or from the Home Terminal Detail page (one home terminal at a time).

To delete one or more home terminals from the Home Terminals list:

Make sure the Show Deleted checkbox is NOT checked.
Click the View button. This displays a table containing only non-deleted home terminals.
Locate the row(s) containing the home terminal(s) you wish to delete.
Check the checkbox to the left of each row.
Click the Delete button. This deletes all the home terminals that are currently selected.

To delete a home terminal from the Home Terminal Detail page:

Click on a home terminal name to display the detail page.
After the Home Terminal Detail page is displayed, click the Delete button.

Points to remember when deleting a home terminal:

You cannot delete a home terminal if it has drivers currently assigned to it or users with terminal-specific access to it, even if those drivers or users have been deleted.

Restoring a deleted home terminal*

Home terminals may be restored from the Home Terminals list page (one or more home terminals at a time) or from the Home Terminal Detail page (one home terminal at a time).

To restore one or more home terminals from the Home Terminals list:

Check the Show Deleted checkbox.
Click the View button. This displays a table containing both deleted and non-deleted home terminals.
Locate the row(s) containing the home terminal(s) you wish to restore.
Check the checkbox to the left of each row.
Click the Restore button. This restores all home terminals that are currently selected.

To restore a home terminal from the Home Terminal Detail page:

Click on a home terminal name to display the detail page.
After the Home Terminal Detail page is displayed, click the Restore button.

Using filters to search for home terminals

The total number of home terminals displayed in the table may be reduced through the use of one or more page-specific filters.

The following page-specific filter options are provided:

Filter By text - Include only the home terminals for which a particular attribute begins with the text specified
To apply this filter:
1. Select an attribute (such as Home Terminal Name) from the drop-down list.
2. Enter the desired text into the box.
  OR
  Choose the desired attribute from the provided drop-down list.
3. Click the View button.
To clear this filter:
1. Select None from the drop-down list.
2. Click the View button.
Show Deleted items - Include deleted as well as non-deleted home terminals
To include deleted home terminals in your search:
1. Check the Show Deleted checkbox.
2. Click the View button.
To exclude deleted home terminals from your search:
1. Uncheck the Show Deleted checkbox.
2. Click the View button.

Points to remember when using filters:

Multiple filters may be used in conjunction. For example, you can choose to view deleted and non-deleted home terminals that belong to the Central time zone.
Text-based filtering is not case sensitive, and partial matches are returned. For example, filtering by Home Terminal Name = CH or ch may return home terminals named Charleston, Chicago, or Chula Vista.
For some Filter By attributes, an additional drop-down list will appear instead of a text box. The drop-down list will contain the options for filtering on this attribute without having to type them in.