About Enhanced Workbench Layouts

Note: All workbenches available from the PUBLIC menus will automatically open as enhanced workbenches.

A workbench layout is a multi-pane layout that can contain one or more of the following:

tables
maps
a Gantt chart
manager layouts
3D load configuration viewers
analytics projects and reports
shipment timelines

Each layout can have multiple regions, with each region containing panes that display different, but related, information. For example, you might have a workbench containing a layout that has three panes: a list of buy shipments, a map, and a driver or work assignment Gantt chart. The map would display the routes of the buy shipments, order movements, order releases, and drivers or work assignments, while the Gantt chart would show the buy shipments and drivers or work assignments.

The workbench designer allows you to create and edit workbench layouts. See Enhanced Workbench for more information.

You can open both legacy Workbench or Enhanced Workbench layouts. However, the legacy Workbenches are read-only. To convert a legacy Workbench layout to an Enhanced Workbench layout, use the Workbench Manager.

You can set User Preferences, called Home Workbench Layout ID, to use a certain enhanced workbench layout as your landing page when you sign in.

OTM and GTM include a variety of PUBLIC layouts:

OTM mapping actions which use workbench layouts
Sample workbench layouts which are examples of how you can use workbench layouts

OTM Mapping Action Layouts

The following OTM actions use an enhanced workbench layout to display OTM objects on a map and a table.

Map Bulk Plan Results action uses the BULK PLAN VIEW WORKBENCH enhanced workbench
Map Fleet Bulk Plan Results action uses the FLEET BULK PLAN RESULTS enhanced workbench
Map Inbound Shipments action uses the VIEW SHIPMENTS enhanced workbench
Map Order Releases action uses the VIEW ORDER RELEASES enhanced workbench
Map Outbound Shipments action action uses the VIEW SHIPMENTS enhanced workbench
Display on Map option on the Move Order to (Existing) Shipment action action uses the OPTIMIZE MOVE ORDER TO SHIPMENT enhanced workbench

Sample Workbench Layouts

The following PUBLIC layouts are available as part of OTM. You can copy and customize these enhanced workbench layouts to fit your needs.

Approval Summary Details Workbench

The Approval Summary Details workbench is used for rate approval processes of Rate Maintenance. See Approval Summaries Detail Workbench for details.

Bulk Plan View Workbench

See Map Bulk Plan Results for details.

Campaign Administrator Workbench

This page is accessed via Trade Agreements > Campaign Administrator Workbench.

The Campaign Administrator Workbench layout allows a campaign owner to manage their campaigns and associated campaign lines in one place. The campaign owner can create a saved query which lists all of their campaigns. When they select a campaign, they can see all the campaign lines for a particular campaign. They can then take action on the campaign or a campaign line such as approving a line, decline a line, or respond to a line. For more information on how to interact with this page, see Using a Workbench Table.

Before you copy this workbench layout to a supplier domain, you must create the supplier user in the SERVPROV domain and set up access.

Dispatch Board

This page is accessed via Fleet Management > Dispatch Board.

The dispatch board enables dispatchers to assign and dispatch shipments to fleet drivers as well as third party carriers. Fleet dispatchers use the dispatch board to manage the assignment of drivers to planned shipments. A dispatch board is a workbench layout that displays buy shipments, drivers, and location asset inventory.

The workbench consists of tables, a map, a load configuration viewer, and a driver Gantt chart.

Dock Scheduling Workbench

When logged in as a SERVPROV user, this page is accessed via Appointment Management > Dock Scheduling Workbench.
When logged into OTM as a standard OTM user such as a planner, this page is accessed via Operation Planning > Appointment Management > Dock Scheduling Workbench.
This page is also accessed via Buy Shipment> Actions > Dock Scheduling > Manage Appointments

The Dock Scheduling workbench layout displays all the appointments that have been scheduled for all resource types on the location. You can manually adjust appointments, schedule appointments, remove existing appointments, and block appointment slots.

The workbench consists of Shipments Needing Appointments and Shipment Stop and an Appointment Chart. For details about using the tables, see Using an Enhanced Workbench Table. For details on using the chart, see Dock Scheduling Gantt chart.

Fleet Bulk Plan Results

See Map Fleet Bulk Plan Results for details.

GTM Restricted Party Screening Workbench

Restricted Party Screening Enhanced Workbench

This page is accessed via Restricted Party Screening > Restricted Party Screening Workbench.

The Restricted Party Screening Workbench layout allows you to view and process large numbers of restricted party list screening (RPLS) results. For more information on how to interact with this page, see Using a Workbench Table.

Restricted Party Screening Workbench

The GTM Restricted Party Screening Workbench is available as an legacy Workbench layout.

Item (GTM) Workbench

This page is accessed via Classification > Item Workbench.

The Item Workbench enables you to see all your data related to an item in one place including classifications, origins, trade item structures, associated tariff rates, and more. This enables you to manage all aspects of an item from one screen.

The workbench consists of tables and a manager layout. For details about using the tables, see Using a Workbench Table. For details on using the manager layout, see Using a Workbench Manager Layout.

Location Based Dock Scheduling Workbench

The workbench consists of Location table, Shipment Stops at Location table, Shipments at Location table, Shipment Stops at Location (+/- 2 days) table, and an Appointment Gantt chart. For details about using the tables, see Using a Workbench Table. For details on using the chart, see Dock Scheduling Gantt chart.

Logistics Machine Learning Workbench

This page is accessed via Logistics Machine Learning > Machine Learning Analytics Workbench.

The Machine Learning Analytics Workbench is a sample workbench layout that displays Logistics Machine Learning details and consists of the machine learning project and machine learning scenario tables, and the following data visualization projects: Input Data Visualization, Scenario Training Visualization, Shipment Training Visualization, and Shipment Prediction Visualization.

Machine Learning Workbench

This page is accessed via Logistics Machine Learning > Machine Learning Workbench.

The Machine Learning Workbench is a sample workbench layout that displays Logistics Machine Learning details and consists of machine learning project, machine learning project data push results, machine learning scenario, machine learning scenario learning results, and machine learning prediction results tables.

Modeling Workbench

This page is accessed via Logistics Network Modeling > Modeling Workbench.

The Modeling Workbench is a sample workbench layout that displays Logistics Network Modeling details and consists of modeling project, modeling shipment, order release, project bulk plan, modeling shipment stop, and modeling scenario tables. It also includes 3 maps for you to map modeling scenarios.

Modeling Analytics Workbench

This page is accessed via Logistics Network Modeling > Modeling Analytics Workbench.

The Modeling Analytics Workbench is a sample workbench layout that displays Logistics Network Modeling details and consists of modeling project table, modeling shipment table, order release table, project bulk plan table, modeling shipment stop table, modeling scenario table, and a data visualization project. It also includes 3 maps for you to map modeling scenarios.

Network Workbench

This page is accessed via Shipment Management > Itinerary Management > Network Workbench.

The Network Workbench is a sample workbench layout that displays network details and consists of itinerary, network, and location related tables and a map.

Optimize Move Order to Shipment Workbench

See Move Order to (Existing) Shipment for details.

Order Line Releasing Workbench

This page is accessed via Order Management > Purchase Order > Order Line Releasing.

The Order Line Releasing Workbench is a sample workbench layout that allows you to manage the process of releasing orders base lines to create order releases. This workbench consists of tables.

Order Ship Unit Releasing Workbench

This page is accessed via Order Management > Purchase Order > Order Ship Unit Releasing.

The Order Ship Unit Releasing Workbench is a sample workbench layout that allows you to manage the process of releasing orders base ship units to create order releases. This workbench consists of tables.

Planning Workbench

This page is accessed via Operational Planning > Planning Workbench.

The Planning Workbench is a sample workbench layout that allows you to view planning information. This workbench consists of tables, a map, and a 3D load configuration viewer.

Shipment Group Workbench

This page is accessed via Configuration and Administration > User Configuration > Enhanced Workbench. Then, select a Layout of SHIPMENT GROUP WORKBENCH.

The Shipment Group Workbench is a sample workbench layout that allows you to view shipment related objects based on the shipment group, as well as, a table of assignable shipments. This workbench consists of tables.

Spot Bid Workbench

This page is access via Shipment Management > Spot Bid Workbench.

The Spot Bid Workbench is a sample workbench layout that using data visualization to provide decision support during the spot bid tendering process. The workbench consists of tables and data visualization projects.

View Order Releases Workbench

See Map Order Releases for details.

View Shipments Workbench

See Map Inbound/Outbound Shipments for details.

Using a Workbench Layout

Select a layout from the Workbench Layout drop-down list. This list will show both enhanced and legacy layout IDs. The legacy layout IDs are marked with an asterisk. Any legacy layouts that you view in the Enhanced Workbench uses all of the enhanced layout icons. While these layouts can be viewed in the Enhanced Workbench, they cannot be edited. In order to edit a legacy layout, you can convert legacy layouts to enhanced layouts using the Workbench Manager actions.

Once the layout loads, depending on how the layout is defined, different panes may be available. Options are available for multiple component types. If you select an object in one pane of the layout, it will highlight in the other panes in the layout. For example, if you select a shipment in a table, then it will appear selected in the map pane and/or in the Gantt pane.

(Last/Next Auto Refresh Time): This icon only appears if Auto Refresh is turned on for the selected workbench layout. When you hover the mouse pointer over this image, you see the Last Refresh Time (if there was one) and Next Refresh Time. This icon cannot be clicked only hovered over. The data in this hover updates when Auto Refresh runs or when you click Refresh All Data on an auto-refresh layout. This icon appears in one place which is the view only version of the layout.

If you want the navigiation menu to take up less space in the workbench, you can do one of the following:

Set the logic configuration parameter NAVIGATION MENU to Hide/Show and the navigation menu is automatically hidden when you open the enhanced workbench. To view the menu again, move your mouse over the far left-hand edge of the workbench and the menu will be shown.
Click on the icon to reduce the width of the navigation menu to only show the icons. Click the reverse arrows to expand the menu again.

Workbench Navigation Menu

(Select Layout): Click to select a workbench layout.
(Create Layout): Click to create a workbench layout.
(Copy Layout): Click to copy a workbench layout.

Note: To revoke the grant to the Workbench - Create access control list.

(Edit Layout): Click to edit an existing workbench layout.

Note: You can grant view only access to specific layouts using manage user access.

(Done Editing): Click to exit edit mode.
(Delete Layout): Click to remove the workbench layout from OTM.
(Refresh Layout): Click to get the latest data for the existing objects in each component, map, Gantt chart, etc. The selected saved searches will automatically rerun and populate the master tables.

Note: Rows selected may be changed based on the data retrieved during the refresh.

Note: If a component is in certain states such as inline edit, you should not click Refresh All Data or schedule Auto Refresh because data might be lost.

(Layout Details): Click to see the layout details entered when the layout was created. This is similar information to what you entered on the Create Layout dialog box.
(Layout Display): Click and select a Layout Format to reduce white space and make your current layout more compact. This is especially useful for large layouts. The layout format options are:
- Default: select for the largest font and spacing.
- Compact: select for medium font and spacing.
- Super Compact: select for the smallest font and spacing.

You can assign a layout format to a specific workbench layout when you create, copy, or edit a layout using Create/Copy/Edit Layout. And, you can override the layout format specified when the layout was created by clicking Layout Display to change the display for the session.

(Layout Messages): Click to see the messages for the selected layout.
(Rearrange Content): Click to move around the contents of a workbench layout.
(Select as Favorite): Click to select the workbench layout as a favorite.
(Next Refresh Time): If auto refresh is turn on for the workbench layout, you see the Next Refresh Time icon. The time included in the detailed view of the icon is updated according to the Auto Refresh Interval. Click this icon to refresh immediately.

Components

A workbench layout can include the following components: