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Creating New Job Types in LoadIQ

This SOP outlines the steps to create new job types for existing job types in LoadIQ for a specific distribution centre. Only Administrators will have permission to edit and/or create job types. Once these job types are created, you can assign these job types to different loading bays at each distribution centre.

Key Steps

Step 1: Access “Settings” 

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  • Locate and click on the “Settings” icon (gear wheel) in LoadIQ.

  • This will open the settings menu.

Step 2: Navigate to “Job Types” 

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  • Scroll down to find the “Job Types” section in the settings menu.

  • Expand the “Job Types” section to view existing job types.

Step 3: Select Distribution Centre and Enter New Job Type 

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  • Identify the relevant distribution centre (e.g., Demo Distribution Centre).

  • Click on the distribution centre to select it.

  • In the “Job Type” field, enter the name of the new job type (e.g., Combination).

Step 4: Create Job Type 

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  • Click the “Create” button to finalise the addition of the new job type.

Step 5: Verify Job Types

  • Locate the job type

  • Confirm that the new job type is now listed among the available job types for the distribution centre and that the check box is selected under “Enabled”.

Cautionary Notes

  • Ensure you have the necessary permissions to access and modify job types in LoadIQ.

  • Double-check the job type name for accuracy before creating it to avoid duplicates or errors.

Tips for Efficiency

  • Familiarise yourself with the existing job types to avoid creating unnecessary duplicates.

  • Keep a list of job types that are frequently used to streamline the creation process.