Sample Enhanced Workbench Layouts

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

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

Smart Search Workbenches

There are five workbenches that showcase the Redwood Smart Search. These workbenches are:

BUY SHIPMENTS
ORDER RELEASES
LOCATIONS
INVOICES
TRANSACTIONS

Order Management

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.

View Order Releases Workbench

See Map Order Releases for details.

Shipment Management and Planning

Bulk Plan View Workbench

See Map Bulk Plan Results for details.

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.

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, a 3D load configuration viewer, and shipment Gantt chart.

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 accessed 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 Shipments Workbench

See Map Inbound/Outbound Shipments for details.

Dock Scheduling

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 Operational 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.

Location Based Dock Scheduling Workbench

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

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 an Enhanced Workbench Table. For details on using the chart, see Using an Enhanced Workbench Gantt Chart.

Invoice Management

Invoice Approval Workbench

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

The Invoice Approval Workbench is a sample workbench layout that allows you to view invoices and invoice-related objects based on matched invoices, unmatched invoice, approval failed invoices, and approved invoices. This workbench consists of tables.

Fleet Management

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.

Fleet Bulk Plan Results

See Map Fleet Bulk Plan Results for details.

Work Assignment Workbench

This page is accessed via

Fleet Management > Work Assignment Workbench.
Fleet Management > Resource Management > Work Assignment. Select one or more work assignments, then click Actions > Work Assignment Workbench.
Fleet Management > Planning Results > Work Assignment Planning. Click Work Assignment Workbench.
Fleet Management > Planning Results > Work Assignment Planning. Open a completed work assignment plan and click the Work Assignment Workbench button.

The Work Assignment Workbench is a sample workbench that allows you to manage work assignments and view related shipments, along with the add objects to map and Gantt to visualize the data. The workbench consists of tables, a map, and a work assignment Gantt chart.

Sourcing

Sourcing Workbench

The Sourcing Workbench is a sample workbench layout that allows you to view Sourcing objects such as project, bid round, scenario, bids, and solution detail. This workbench consists of tables.

Rate Maintenance

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. This workbench should never be copied and used for other purposes as it was created specifically for Rate Maintenance.

Logistics Network Management

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, modeling order movement, 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.

Logistics Machine Learning

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.

Global Trade Management

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/declining/responding to a line, or take any document-related action. For more information on how to interact with this page, see Using an Enhanced 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.

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 an Enhanced Workbench Table. For details on using the manager layout, see Using an Enhanced Workbench Manager Layout.

Restricted Party Screening Enhanced Workbench (GTM)

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 an Enhanced Workbench Table.