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Welcome to Session 1 of the daily driver scenario for the Oracle
Transportation Management 6.1 Transfer of Information Fleet
Management course.

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This 5-part course is intended to:

Provide an overview of how to set up and use OTM Fleet Management

Help you find additional release information and resources

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The first session of this course will include:
An explanation of some basic OTM Fleet Management terms and the general
flow of OTM Fleet Management
An explanation of the business scenario for this course
A review of the processes used within OTM to manage your fleet daily driver
operations, including:
Defining Next Available Time or NAT and Next Available Location or NAL
overrides
Associating a driver with a power unit
Viewing order releases
Building shipments
Assigning drivers via the dispatch board

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The second session of this course will include:
A review of the processes used within OTM to manage your fleet daily driver
operations, including:
Assigning equipment type via dispatch board
Assigning equipment via dispatch board
Assignments for fleet drivers, a shipment with special services, and non-
fleet shipments

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The third session of this course will include:
A review of the processes used within OTM to manage your fleet daily driver
operations, including:
Dispatch plan optimization (which is sometimes called stringing/stacking or
multi-driver/multi-shipment)
Asset tracking events
Mobile communications
Driver work invoices

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The fourth session of this 5-part course includes:
A review of the setup of the main business objects necessary to run this
scenario, including:
Power units
Drivers
Hours of service (HOS)
Driver calendar events
Locations
Equipment

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The final session of this course will include:
A review of the setup of the main business objects necessary to run this
scenario, including:
Setting up asset inventory on locations
Setting up and understanding the dispatch board
Commodities and items
Itineraries and service providers
Rate services and cost categories
Rate offerings and rate records
Logic configuration for dispatch plan optimization

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This first session of this 5-part course includes the following sections:
Introduction to OTM Fleet Management
High-level fleet overview
A review of the processes used within OTM to manage your fleet daily driver
operations, including:
Defining NAT/NAL override
Associating a driver with a power unit
Viewing order releases
Planning shipments
Assigning drivers via the dispatch board
This session also includes additional resources which includes a glossary

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OTM Fleet Management was added to OTM in version 6.0. In this
section, lets take a quick look at what OTM Fleet Management is.

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OTM Fleet Management is a shipment- and asset-centric Fleet
Management solution.
Shipment-centric means that Fleet Management focuses on products that
happen to move inside trucks, containers, etc. as well as being cost and service
driven.
Asset-centric means that Fleet Management focuses on trucks, containers, etc.
that happen to move products, as well as, being cost and utilization driven.

Fleet Management supports broader fleet process beyond

transportation planning and execution including:
Asset lifecycle management (e.g., procurement, maintenance)
Driver and contractor management (e.g., payroll)
Order management incorporating fleet/asset capabilities
Financial settlement buy and sell side

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Next, lets look at an overview of the business scenario that will be
used in this session.

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Warbler Holdings is a local shipper that has just purchased the OTM
Fleet Management module. Warbler Holdings operates a fleet of
trucks which are used to deliver local shipments to various Warbler
Holdings facilities and customers. Warbler Holdings will use OTM to
manage the drivers, power units (cabs/tractors), as well as, trailers (or
pieces of equipment) that are used to make these daily deliveries.
You are the dispatch planner for Warbler Holdings and it is your job to use OTM
to manage drivers, power units, and trailers, as well as, plan order releases into
shipments.
For this scenario, there are several drivers, power units, and trailers (pieces of
equipment).
For this given day, a large shipment of electronics and chemicals has arrived at
the distribution center. Warbler Holdings needs to deliver a certain amount of
each of these products to four drop-off locations.

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 These order releases will be built into shipments using OTM standard shipment
building. Then, the completed shipments will be used as input into Fleet
Management.
The equipment/rail yards, pick-up locations, and drop-off locations are all within
the tri-state area of Pennsylvania, New Jersey, and Delaware USA near the city
of Philadelphia, PA.
As the dispatch planner, you will determine which of your drivers are available to
make these four deliveries. You will then use the OTM dispatch board to assign
both the driver and an available piece of equipment to the shipment.
The scenario will involve many drivers two of which are used for these orders.
There will be multiple shipments. Drivers will be selected for assignment based
on lowest cost. This lowest cost will be based on the shortest number of empty
miles for each shipment.
Drivers will also be selected based on credentials enforced by special services.
For one of the shipments, a driver without credentials will be the lower cost
option but that drivers lack of credentials will make them infeasible which will in
turn force the more expensive, but feasible driver to be used.

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Now, lets look at an overview of the process used within OTM for this
daily driver scenario. This process will be covered in sessions 1, 2,
and 3 of this course.
This is just one way that the process flow can occur.
Since this is the first time you are seeing the entire process flow, lets
review the entire diagram at a high level:
This process includes:
Creating order releases
Building shipments
In the dispatch board, defining where the driver is via NAT/NAL
Associating a power unit to a driver
Using the dispatch board to assign a driver to a shipment
Using the dispatch board to assign an equipment type to a shipment
Using the dispatch board to assign pieces of equipment to a shipment
Discussing the dispatch plan optimization feature
Entering asset tracking events
Reviewing the mobile communication feature
And finally, creating driver work invoices

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The fourth and fifth sessions of this course will review the data setup in OTM and includes everything that Warbler
Holdings set up for their daily driver scenario. This diagram is an overview of what was setup in OTM. This data setup
will be discussed in the fourth and fifth sessions of this course.
First, lets look at the setup at a high level which is covered in the fourth session of this course. Note that this is just a
recommendation of the order in which to set up the data for the daily driver scenario. Because of the flexibility of OTM,
you can set up this data in a different order from what is used in this class. But the actual data itself is required for this
daily driver scenario to work as described in the process flow on the previous slide.
First, you define power unit types and power units. Note: You can assign a driver to a shipment without a power
unit.
Then, you define special services. Special services, which can be attached to a driver, determine special
characteristics that a particular driver has, like hazmat certification, that makes them qualified for certain
shipments.
Next, you define driver types and drivers, as well as, other information that gets attached to a driver.
Calendars let you determine the hours that your driver works in a given day.
Next, you configure the processing rules that determine hours of service (HOS).
Then, you define the locations necessary for this scenario including ship from and ship to locations, equipment
yards/pools, driver home locations, etc.
And to wrap up session four, you need to define equipment type and equipment.
The fifth and final session of this OTM Fleet Management course will cover the remainder of this setup which includes
the following:
First, you need to set up buckets and configure your asset inventory locations.
Then, you need to configure and learn how to use the dispatch board.
It is necessary to have the following OTM objects defined:
Commodities
Items
Itineraries, and
Service Providers
Then, you define rate services and cost categories.
Next, you define rate offerings and rate records.
And finally, you configure logic configuration for the dispatch plan optimization feature.

This course will not repeat basic explanations of the OTM user interface and basic OTM objects. It will only explain in
detail some of the functionality that is new to OTM Fleet Management which is needed to set up the daily driver
scenario. For a review of basic OTM functionality, please refer to the OTM 6.0 Core Competence Class provided by
Oracle University. For more detail on some of the OTM 6.0 Fleet Management functionality that is not covered in this
course, please refer to the OTM 6.0 Transfer of Information (TOI) sessions.
First, lets review how equipment, drivers, and power units are related in OTM Fleet Management.
For Fleet Management, equipment, driver, and power unit are now all business objects. This allows
each of them to have a state, status, location, and a unique ID.
Lets quickly review what each one is.
What are power units?
A power unit is what is used to power a piece of equipment. For example, a tractor or cab.
Power units are specified in the Driver manager when you create or edit a driver. Then, as a
pair the driver and power unit are assigned to a shipment.
Power units get assigned to shipments either via the associated driver or they can be
assigned manually.
What is a driver?
A driver is the representation of the actual person who drives a piece of equipment, such as, a
truck.
Drivers (along with the power unit) exist independent of shipments, until they are actually
assigned to a shipment.
When a driver is assigned to a shipment, the associated power unit is also assigned to the
shipment.
Drivers and power units cannot be assigned to multiple shipments at the same time.
What is an equipment type?
An equipment type defines the availability of a trailer type at a location.
You can assign an equipment type to a shipment.
When you assign an equipment type to a shipment, this assignment updates the availability of
that trailer type at the associated locations.
What is equipment?
A piece of equipment is the trailer or container representing the unique physical asset.
A piece of equipment exists independently from a shipment. Fleet Management contains logic
and data structures that manage equipment beyond the shipment lifecycle.
As with the driver/power unit combination, the piece of equipment is only assigned to a
shipment for the duration of that shipment. Even when a piece of equipment is not assigned to
a shipment it is still a valid object within OTM.

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Next, lets review the order releases for the daily driver scenario.

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The first step in the daily driver scenario process is to create order
releases. Order release creation is a basic OTM functionality and will
not be covered in this course. Please see the OTM 6.0 Core
Competence class for details on order release creation.

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Lets review the order releases that exist in OTM for this daily driver scenario.
This training course reviews the four order releases that Warbler Holdings has for their daily driver scenario as shown in
the table on this slide.
First, lets look at DD ORDER RELEASE 1 which has an early pickup date of January 4, 2010 at 11:00 AM and a
late delivery date of January 26, 2010. This order has a source location or pick-up stop of Woodbury Equipment
Yard, NJ and a destination location or drop-off stop of Marcus Hook, DE. The order contains a ship unit count of
24 pallets of computer monitors.
The order has a special service of PICKLOADED for the source location which is the WOODBURY
EQUIPMENT YARD. The PICKLOADED special service means that the driver will pick up a piece of
equipment with the order already loaded into it at this location.
Next, lets look at DD ORDER RELEASE 2 which has an early pickup date of January 4, 2010 at 11:00 AM and a
late delivery date of January 26, 2010. This order has a source location or pick-up stop of Bryn Mawr, PA and a
destination location or drop-off stop of Darby, PA. The order contains a ship unit count of 24 pallets of containers
of computer monitors.
The order has special services of MOVE EMPTY and PICKLOADED both applied to the source location
which is BRYN MAWR. The special service of MOVE EMPTY requires that the driver drop off an empty
piece of equipment at this location when they pick up the loaded equipment.
Now, lets look at DD ORDER RELEASE 3 which has an early pickup date of January 4, 2010 at 11:00 AM and a
late delivery date of January 26, 2010. This order has a source location or pick-up stop of Morrisville Supplier, PA
and a destination location or drop-off stop of Cherry Hill, NJ. The order contains a ship unit count of 24 pallets of
chlorine.
The order has special services of MOVE EMPTY which applies to the source location which is
MORRISVILLE SUPPLIER and HAZMAT which applies to both the source and destination locations.
The special service of HAZMAT means that this order contains hazardous materials and that any driver
assigned to the shipment resulting from this order must be certified to move hazardous material.
Finally, lets look at DD ORDER RELEASE 5 which has an early pickup date of January 4, 2010 at 11:00 AM and
a late delivery date of January 26, 2010. This order has a source location or pick-up stop of Philadelphia, PA and a
destination location or drop-off stop of Chicago, IL. The order contains a ship unit count of 24 pallets of computer
monitors. Notice that this order is outside of the daily driver scenario shipment area, so this order will plan slightly
differently than the other three orders.

Note: This training class covers a simple fleet shipment scenario where the bulk plan created single leg, single
order release shipments. However, standard OTM bulk planning capabilities allow for much more complex order
releases, as well as, the planning of multi-order releases into shipments that can be dispatched as fleet
shipments.

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Next, lets review the shipments that the OTM bulk plan built for the
daily driver scenario.

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The next step in the daily driver scenario process is to build OTM
shipments using bulk plan.

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The resulting shipments will differ from a standard OTM shipment in that some of them will have a fleet
service provider assigned. These will be considered fleet shipments. Fleet shipments are the only
shipments against which fleet actions can be run.
When OTM bulk plans Warbler Holdings four order releases, the result is four separate shipments.
As a reminder, to bulk plan order releases into shipments select all of the order releases in the
Order Release Manager and then select Actions > Operational Planning > Create Buy Shipment >
Bulk Plan Buy.
On the next few slides, these four new shipments are reviewed in more detail. For now, here is
some basic information about the four shipments:
The Shipment ID of 01047 includes a pick-up at Bryn Mawr, PA and drop-off at Darby, PA.
The Shipment ID of 01046 includes a pick-up at Woodbury Equipment Yard, NJ and drop-off
at Marcus Hook, DE.
The Shipment ID of 01048 includes a pick-up at Morrisville Supplier, PA and drop-off at
Cherry Hill, NJ.
The Shipment ID of 01049 includes a pick-up at Philadelphia, PA and drop-off at Chicago, IL.
This course will review this information several more times as the fleet actions of assign driver,
assign equipment type, and assign equipment are run against the shipments. When these actions
are run, the fleet shipments are basically re-rated based upon the newly assigned driver, equipment
type, and equipment.
Lets look at more details of each of the shipments on the next few slides.
Note: This training class covers a simple fleet shipment scenario where the bulk plan created single
leg, single order release shipments. However, standard OTM bulk planning capabilities can also
create multi-leg or multi-order release shipments that can be dispatched as fleet shipments.
This training class does not get into the details of what a shipment is in OTM or of using the OTM
bulk plan for building shipments. For details on building standard OTM shipments and building
shipments via bulk plan, refer to the OTM 6.0 Core Competence course offered by Oracle
University.

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 Lets look at more details of each of the shipments:
The Shipment ID of 01047 has two stops and also has a total weighted cost,
total actual cost, and total planned cost of $12.04. The total distance of this
shipment is 9.63 MI. This shipment is considered a fleet shipment because
the service provider of Warbler Holdings is a fleet service provider.
The Shipment ID of 01046 has two stops and also has a total weighted cost,
total actual cost, and total planned cost of $31.65. The total distance of this
shipment is 25.32 MI. This shipment is considered a fleet shipment because
the service provider of Warbler Holdings is a fleet service provider.
The Shipment ID of 01048 has two stops and has a total weighted cost, total
actual cost, and total planned cost of $42.05. The total distance of this
shipment is 33.64 MI. This shipment is considered a fleet shipment because
the service provider of Warbler Holdings is a fleet service provider.
The final Shipment ID of 01049 has two stops and has a total weighted cost,
total actual cost, and total planned cost of $1,390.58. The total distance of
this shipment is 794.62 MI. This shipment is not considered a fleet shipment
because the service provider of Tananger Carriers is a not fleet service
provider.

This course will review this information several more times as the fleet actions of
assign driver, assign equipment type, and assign equipment are run against the
shipments. When these actions are run, the fleet shipments are basically re-
rated based upon the newly assigned driver, equipment type, and equipment.

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Finally, lets look at the rate offering, rate records, and special service information for these shipments:
The Shipment ID of 01047 has a rate offering of Driver Pay Rate and a rate record of Driver Pay Rate Record. It has been assigned the special
services of CHECK INVENTORY, MOVE EMPTY, PICKLOADED, and UNLOAD.
The CHECK INVENTORY special service has been carried over from the Bryn Mawr location and tells OTM that this location uses the
check inventory logic and looks at the fleet equipment logic configuration parameters. This is a standard special service that ships with
OTM. This special service signifies that OTM should evaluate the inventory position of a location and then determine if an empty piece of
equipment needs to be moved out of the location.
The MOVE EMPTY special service has also been carried over from the Bryn Mawr location. This special service indicates that it is
necessary to move a piece of equipment into this location when the loaded equipment is moved out. This special service is directional and
can either be specified on the shipment origin or destination location.
The PICKLOADED special service has been carried over from the Bryn Mawr location as well. The PICKLOADED special service means
that the driver will pick up a piece of equipment with the freight already loaded into the trailer.
The UNLOAD special service is automatically assigned by OTM and means there is a planning parameter to specify the default activity
code for unloading activity. This special service specifies that the driver is present when the shipment is unloaded. This is often referred to
as a live unload.
The Shipment ID of 01046 has a rate offering of Driver Pay Rate and a rate record of Driver Pay Rate Record. It has been assigned the special
services of CHECK INVENTORY, PICKLOADED, MOVE EMPTY, and UNLOAD.
The Woodbury Equipment Yard location has a location role profile of equipment pool which has a special service of CHECK INVENTORY
which was moved over to the shipment. This special service signifies that OTM should evaluate the inventory position of a location and
then determine if an empty piece of equipment needs to be moved out of the location.
The PICKLOADED special service was moved over from the Woodbury Equipment Yard location. The PICKLOADED special service
means that the driver will pick up a piece of equipment with the freight already loaded onto the trailer.
The Marcus Hook location has a special service of MOVE EMPTY which was carried over to the shipment. This special service indicates
that it is necessary to move a piece of equipment into this location when the loaded equipment is moved out. This special service is
directional and can either be specified on the shipment origin or destination location.
The Marcus Hook location also has a special service of UNLOAD which was carried over to the shipment. This special service was
explained previously.
The Shipment ID of 01048 has a rate offering of Driver Pay Rate and a rate record of Driver Pay Rate Record. It has been assigned the special
services of HAZMAT, LOAD, MOVE EMPTY, and UNLOAD.
The MOVE EMPTY special service was carried over from the Morrisville location. This special service was explained previously.
The LOAD special service was automatically assigned by OTM and means there is a planning parameter to specify the default activity
code for the loading activity. This is often referred to as a live load.
The HAZMAT special service was carried over from the order release and applies to both the Morrisville and Cherry Hill locations. This
special service means that this is a hazardous order and needs a driver with hazmat certification. The HAZMAT special service was
created by Warbler Holdings.
The UNLOAD special service was carried over from the Cherry Hill location. This special service was explained previously.
The Shipment ID of 01049 has a rate offering of Common Carrier and a rate record of Common Carrier Rate. It has been assigned the special
services of LOAD and UNLOAD which have been explained previously.
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Now, lets review the process of defining NAT/NAL overrides for one of
the drivers for this daily driver scenario.

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Lets look at how Warbler Holdings dispatcher defined NAT/NAL
overrides for one of the drivers in this scenario.

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Next Available Time (NAT) and Next Available Location (NAL) are
OTM fleet specific terms which are defined below:
Next Available Time or NAT is the time when a driver will be available for their
next assignment. At any given time, a driver will only ever have one NAT.
Next Available Location or NAL is the location where the driver will be available
for their next assignment. At any given time, a driver will only ever have one
NAL.

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When determining the NAT and NAL, OTM checks the calendar and
home location on the drivers work profile.
The calendar specified on John Scarletts work profile is Mon-Fri 8 TO
5. This calendar assumes that the driver is available 8AM to 5PM
Monday through Friday.
However, John has a slight change in his schedule. He has a doctors
appointment on the morning of January 2nd, 2010. So he will not be
able to start driving until 11:00 AM and his NAL will be his home
location of Narberth.
As a result, the dispatcher needs to run the NAT/NAL Override action.
First, go to the customized Daily Driver Dispatch Board via Fleet Management >
DAILY DRIVER DISPATCH BOARD.
1. Then, select a Driver ID of John Scarlett as shown by the number 1.
2. Next, select the Actions icon as shown by the number 2.
3. And finally, in the Actions menu, select Fleet Management > Driver
Position > NAT/NAL Override as shown by the number 3.

You will see the NAT/NAL Override page as shown on the next slide.

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 Now, lets review the NAT/NAL Override page.
Note the Driver ID of JOHN SCARLETT. John is the driver to which this
NAT/NAL override will be applied.
By default the Manual option is selected. In this scenario, that is the option that
you want to use. You can also base the NAT/NAL override on a driver calendar
event, but this will not be covered in this scenario.

Note the Next Available Time. This indicates that John is not available until
11AM on January 2nd, 2010. This is an override of the calendar that appears on
his work profile which indicates that he will be available starting at 8am. If you do
not override this NAT/NAL, John would incorrectly be assigned to the shipment
starting at 8am as per his work profile.
Note the Next Available Location of NARBERTH.
The combination of the NAT and NAL overrides specified on this page mean that
OTM will know that John is now available starting at 11:00AM on the 2nd and he
will be starting from his home in Narberth.

You can also use this screen to set Driver Intent time remaining. You can
indicate that at this specific place and time, the driver will have the specified time
remaining for the individual HOS rules. In this example, the driver has consumed
none of his available hours against each of the HOS rules because he has not
started his day yet and he has had enough of a rest to reset his rules.
Sometimes this is termed fresh.

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If you navigate to the DAILY DRIVER DISPATCH BOARD, you can
see the NAT/NAL override now listed next to the driver JOHN
SCARLETT.

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Next, lets review the process of associating a driver to a power unit
for the daily driver scenario.

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The next step in the daily driver scenario is associating a power unit to
a driver. Lets look at how this is done.

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 If you are using OTM to manage the assets of your fleet, you could associate a
driver with a specific power unit.
You associate a driver with a power unit on the Driver Manager.

You can edit a driver from the dispatch board.

In the DAILY DRIVER DISPATCH BOARD, select a driver. In this example, the
driver John Scarlett was selected.
Then, right-click and select Edit.

Note the Power Unit ID of 789012, the Effective Date of 01-04-2010 at 8:00AM,
and the Expiration Date of 01-04-2010 at 6:00PM. This means that the power
unit is assigned to John for the entire working day of January 4th 2010.

Depending on the relationship your company has with the driver, you may need
to associate power units with your driver on an hourly, daily, or weekly basis via
the effective and expiration date fields. You cannot associate this same power
unit with a different driver within the same time period. So, the same piece of
equipment could be shared only if the times do not overlap.

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Next, lets review the process of assigning drivers to shipments via the
dispatch board for the daily driver scenario.

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The next step in the fleet management process is to assign drivers to
your fleet shipments. This section reviews how the assign driver
action works and possibly updates shipment stops and shipment
costs.

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Within OTM, there are two action perspectives available when joining
drivers and shipments:
Assigning a driver to a shipment
Assigning a shipment to a driver

This training course focuses on assigning a driver to a shipment from the

shipment results page on the dispatch board. To see more detail on how to
assign a shipment to a driver from the driver manager, refer to the OTM online
help and the OTM 6.0 TOI Functional Overview for the Fleet Planning and
Assignment feature.

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The joining of drivers and shipments enables you to fulfill fleet
shipment driver requirements. This in turn allows for more granular
control, visibility, and status of fleet drivers as they are used
throughout the network.
The assign actions on the driver and shipment managers discussed on the
previous slide, and the associated action logic used by those actions, consider
many factors when assigning drivers to a shipment, including:
Feasibility
Cost
Ignore criteria
Advanced criteria based on the action selected

Lets discuss each of these factors in greater detail.

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When you are joining a driver and a shipment, OTM performs a
feasibility check to obtain a list of all feasible candidates.
Feasibility checking includes a check of the order, shipment, location, inventory,
equipment, and power unit for any compatibility constraints. The check also
includes looking at rules defined as a special service or a remark.
For this scenario, the check will include the special service of HAZMAT.

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In addition to feasibility, OTM looks at cost as part of the action logic.
Once OTM performs the feasibility check and narrows down the list of
candidates, OTM then looks at cost and/or weighted cost to determine the best
candidate.
In this scenario, Warbler Holdings uses the following costs on the DRIVER PAY
RATE RECORD:
Note the charge of 1.35 USD per 1 mile of Shipment Deadhead Distance
which is a weighted cost.
Note the charge of 1.5 USD per 1 mile of Shipment Bobtail Distance which
is also a weighted cost.
Note the charge of 1.25 USD per 1 mile of Shipment Total Distance
Traveled which is a normal cost.
The action logic will use these rate costs to determine the total weighted and
total actual costs when assigning the driver to the shipment.

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Within the Assign Driver To Shipment Ignored Criteria page, you can select certain criteria
and OTM will ignore those criteria when running the action logic.
When you specify an ignore criteria, you are telling OTM to overlook previously defined
rules for the purposes of this one assignment.
The ignore criteria displayed is specific to the shipment to driver assignment and shares
little with other objects.
Ignore criteria focuses on the assignment rules contained in special services and
remarks.
Specifically for this scenario, you can ignore criteria in the following sections:
Compatibility Rules This lists all the compatibility rules defined in the rule set for
compatibilities to be ignored. Examples include Driver/Driver Type-Item Remark
Rule, Driver-Equipment Compatibility Rule, Power Unit/Power Unit Type-Shipment
Special Service Rule, and many more.
Special Services These are the special services on the object you selected, such
as a shipment. Note: Special services that are ignored for compatibility checking
during assignment are also ignored during the rating engine calculations for
weighted cost. All applicable special service rules are here to be ignored even if
there is no such data to support the rule.
Remark Qualifiers This lists all of the remark qualifiers that apply to this driver.
You can also ignore specific remark rules by qualifier. All applicable remark
qualifiers are displayed and are from the related business objects from which the
rules are to be enforced. As such, this list is dynamically generated for a given
shipment to driver assignment.
Constraints The Assign Same Driver To Shipments With Same CM Name
constraint is available when assigning a driver. If checked, the CM constraint is
ignored; otherwise if the parameter ASSIGN SAME DRIVER TO SHIPMENTS WITH
SAME CM NAME is FALSE, the CM constraint is ignored. Also, if the CM constraint
is already violated., e.g., 2 different drivers on the CM, you have to ignore the CM
constraint in order to unassign or assign. The action would fail only if the resulting
CM would be invalid.

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 Depending on the assignment action selected, you may also be able to enter
advanced criteria as part of the action logic. The advanced criteria page differs
when triggered from the Driver Manager or the Shipment Manager.
When you click the Override Advanced Filter button, you see a list of advanced
filter parameters appear at the bottom of the page. This is actually the DRIVER
ADVANCED FILTER DEFAULT configuration ID and is public data that is
shipped with OTM.
You can override the advanced filters on this page without editing the logic
configuration of DRIVER ADVANCED FILTER DEFAULT.
However, if you want, you can copy the default DRIVER ADVANCED FILTER
DEFAULT and make changes specific to your business.

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Next, lets review the assignment options:
There are several options available in the Assignment section:
Manual This can be used when you know which driver you would like to
assign to the shipment. You can explicitly enter the Driver ID or search
within OTM using the Driver ID search field.
More Options You can specify a Driver Saved Query ID or Driver
Advanced Filter. You can also click the Override Advanced Filter button to
edit the advanced filter. Advanced filters were reviewed previously.

Once you select either Manual or More Options and enter the appropriate
information, you have two options:
OK Click the OK button to have the best driver candidate automatically
assigned to the shipment.
Show Options Click the Show Options button to see a list of all feasible
candidates sorted from the most optimal candidate to the least optimal
candidate based on the rating engines weighted cost functionality. You can
evaluate the list and select the appropriate driver.

The More Options and Show Options combination will be shown in the
demonstration later in this section.

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Here is a sample driver assignment results page using More Options
and Show Options. This page in the context of an actual shipment will
be shown in greater detail in the guided demonstration at the end of
this section.

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 Prior to assigning a driver to the shipment 01046, the shipment has a source
location of Woodbury Equipment Yard, NJ and a destination location of Marcus
Hook, DE.
In addition, the total weighted cost, total actual cost, and planned cost were all
$31.65 and the total distance was 25.32 MI.
Keep these numbers, locations, and destinations in mind and on the next slide
lets review the same information once a driver is assigned to the shipment.

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The driver assignment logic changes the shipment in several ways:
1. Assigns a driver to the shipment which is John Scarlett
2. Adds a new shipment stop as an NFR (non-freight related) stop
3. Updates the shipment costs and service time based on the new stop
4. Updates this drivers NAT/NAL to be stop D, as well as, the time the driver
gets to stop D and his hours of service
OTMs driver assignment logic determines that driver 1, John Scarlett, is the
cheapest driver solution. However, John has a driver home location of Narberth, PA.
So OTM adds a new NFR stop of Narberth, PA to the shipment. This stop is
considered the driver 1 bobtail segment. This stop is rated using the weighted rate
cost of 1.50 USD per mile for any bobtail miles that the shipment/equipment travels.
Bobtail refers to the driver and tractor, but not the freight or trailer.
Lets look at cost and distance details of this shipment:
The Shipment ID of 01046 now has 3 stops since the NFR stop has been
added.
The new total weighted cost is $93.00.
The new total actual cost is $59.54.
The total planned cost has not changed and is still $31.65.
The empty miles for this new stop are 22.31.
This course will review this information several more times as the fleet actions of
assign equipment type and assign equipment are run against the shipment.
When these actions are run, the fleet shipments are basically re-rated based
upon the newly assigned equipment type and equipment.
In the demonstration on the next slide, lets review exactly how this driver was
assigned to the shipment and review the resulting shipment in more detail.

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In the demonstration, lets review in more details exactly what OTM
does when assigning a driver.

This guided UPK demonstration will take approximately 16 minutes to

review.

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After you have assigned a driver, equipment, or equipment type to a
shipment, you need to get that assignment information to the driver.
You send the assignment information to an external system that the
driver has access to via a driver dispatch. To access the driver
dispatch actions either from the Dispatch Board or the Shipment
Manager, select a shipment and click Actions > Fleet Management >
Assign > Driver Dispatch.
There are five actions available when sending a dispatch to a driver:
Confirm Dispatch Use this action to confirm a dispatch. The shipment
status is changed to DISPATCH_CONFIRMED.
Modify Dispatch Use this action to send a dispatch to the driver with
modified information about the shipment. When you use this action, the
shipment status is set to DISPATCH_MODIFY_SENT.
Re-Transmit Dispatch Use this action to resend a work assignment to the
external system even though there are no changes to the shipment. The
external system from the latest Send/Modify/Re-Transmit Dispatch action is
used.
Send Dispatch Use this action to send a dispatch to an external system.
After sending a dispatch, the shipment status is changed to
DISPATCH_SENT.
Withdraw Dispatch Use this action to send a withdrawal notification to the
external system. The external system from the latest Send/Modify/Re-
Transmit Dispatch action is used. The shipment status is changed to
DISPATCH_WITHDRAWN.

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After you have assigned a driver, equipment, or equipment type to a
shipment, you may need to remove that assignment. To access the
unassign actions in either the Dispatch Board or the Shipment
Manager, select a shipment and click Actions > Fleet Management >
Fleet Unassign.
There are four actions available:
All Enables you to remove the driver, equipment, and equipment type from
a shipment at the same time.
Driver Enables you to remove a driver from a shipment. This action also
resets the NAT/NAL and hours of service to their pre-assigned values.
Equipment Enables you to remove a piece of equipment from a shipment.
This places the piece of equipment back into the bucket that is tied to the
available planning parameter.
Equipment Type Enables you to remove an equipment type from a
shipment. This resets the inventory positions for all trailer type locations to
their pre-assigned values.

When you use any of these actions, OTM un-assigns the assignment and sets
the driver, equipment, equipment type, and/or shipment back to their pre-
assigned states and statuses.

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That ends session one of the OTM 6.1 Fleet Management training
course.
Please continue with session 2.

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Lets review some terms that are commonly used in either OTM Fleet Management or within the fleet
industry.
Bobtail refers to traveling with the driver and tractor or power unit only, but not the freight or trailer
or container.
Deadhead refers to traveling with the driver, tractor or power unit and trailer or container only, but
not the freight.
Freight move refers to the driver, tractor or power unit, trailer or container, and the freight.
Stacking or stringing (also called multi-driver/multi-shipment or dispatch plan optimization. This is
the process by which multiple shipment assignments are sequentially strung or stacked together for
a particular driver. A string is meant to model multiple shipments worth of work over time for a
driver. Strings can be built manually or by optimizing many drivers and many shipments for the best
possible solution.
NAT is an abbreviation for a drivers next available time for assignment. At any given time, a driver
will only ever have one NAT. This is an OTM specific term.
NAL is an abbreviation for a drivers next available location for assignment. At any given time, a
driver will only ever have one NAL. This is also an OTM specific term.
HOS is an abbreviation standing for hours of service. Hours of service represent the regulations
issued by the Federal Motor Carrier Safety Administration (FMCSA) governing the working hours of
anyone operating a commercial motor vehicle (CMV) in the United States for the purpose of
"interstate commerce. Interstate commerce is moving commercial goods from one U.S. state to
another. Similar concepts and institutions apply internationally. HOS is an OTM specific term.
A load is a unit of work containing one or more customer orders and is intended for the purposes of
transporting freight. In OTM terms, a load is a shipment.
An order is a customer request to move freight. In general, the order quantity associated with a
given order does not exceed the size of the largest available piece of equipment.
A shipment is a unit of work containing one or more customer orders and is intended for the
purpose of transporting freight. Shipment is an OTM specific term.
An invoice is a buy-side or accounts payable-side bill from a service provider to OTM.

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 A work invoice is an accumulation of driver related activities and miles against which a driver may
be paid in a system meant to calculate and pay for those activities.
A bill is a sell-side or accounts receivable-side bill issued by an OTM user.
Slip seating (which is also called tractor sharing) applies to a given tractor and allows for more than
one driver to be assigned to that tractor over time. This can be true for over-the-road drivers or for
daily drivers where more than one driver can occupy the same tractor on different shifts within a
given day. Tractor sharing is the preferred term within the industry.
Conveyance is another word for a tractor, trailer, or container. It is also sometimes referred to as
power or a power unit. The conveyance is what makes the money. OTM customers pay for the
truck (conveyance). The truck is contracted/leased to your organization, not the driver. Whether it
be a single independent contractor or a fleet, the trucks generate the revenue and are treated as a
businesses in and of themselves. As such, they are required to obtain an EIN number from the IRS.
It is the combination of the truck number and the EIN number that payments are made to.
An independent contractor is a type of driver. It differs from a company driver in that the individual
is not employed by the OTM customer, but performs many of the same duties as a company driver.
Also sometimes referred to as an Owner Operator.
A company driver is a particular type of driver who is directly employed by the OTM customer. A
company driver is also referred to as an associate. They are different from independent contractors
and third-party carriers.
A third-party driver is an opportunistic driver who is available on an ad-hoc basis. This is
substantively different from company drivers and independent contractors in that regulatory and
compliance issues are the responsibility of the third-party driver. The term third-party drivers is also
known as foreign carriers or third-party carriers.
A team consists of multiple drivers occupying a single truck for the purpose of extending available
hours of service and delivering time-sensitive freight in an expedited fashion.
A driver type is a concept of a variety of drivers representing a certain skill-set. A driver type is used
preliminarily for cost calculation, but not execution. An example would be a single driver, as
compared with a team driver.
Drop and swap means face to face load exchange for drivers for some OTM customers. While in
other markets, drop and swap refers to the practice of delivering an empty trailer when picking
another loaded one up, or, conversely, removing an empty trailer when dropping off a loaded one.

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OTM specific resources including TOIs, Education, and My Oracle
Support information are listed on the next few slides.

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