Creating a new transport

With the transport module, you can easily create and carry out transports between different locations. Transports are a useful addition when working together with, for example, the productions or reservations features.

If this module is not yet enabled for your team but you would like to benefit from it, please contact us at sales@trail.fi.

We are happy to help you activate the module!

In this article, we will guide you through:

  1. User rights and the Transport view
  2. Creating a new transport
  3. Adding items to a transport
  4. Approving a transport and locking its content

Transport user rights

  • No → No access.
  • Reader → When transport plan is approved, user can scan items into the transport and into the destination.
  • Editor → User can create, edit and delete transports.

Transport view

  • All created transports can be found in the Transport module.
  • By default, you will see transports that have a start date today or in the future. Past transports can be found using the search function.
  • From the view you can:
    • Create a new transport
    • Open and edit transport details
    • Accept or reject a transport plans

Creating a new transport

Creating a new transport is done in the Trail web version. You need Editor -user rights for the Transport module.

  1. Open Transports - All transports
  2. Select New transport
  3. Fill in the required details:
    • Title: A short description of the transport (required)
    • Production: (optional) Select the related production from the dropdown (optional)
      • If a production is selected, suggested items later on will be linked to it.
    • From / To: Choose when the transport should happen (required)
    • Target location: (optional) Enter the destination of the transport
    • On behalf of: (optional) You can add an extra email address to receive transport notifications
      • Choose a Trail user or manually add another email by clicking Email on the right

  1. Click Create
  2. Your new transport is now created and appears in the transport list!

Adding items to the transport

  1. Open the transport view
  2. Choose what you want to add:
    • Set pieces / Costume sets / Prop sets
      • If a production is selected, the system will suggest assets from the production by default.
    • Add items – for individual items when you know exactly which units are needed
    • Add models – for item models when you know the required quantity but not the specific units
  3. Select the items

  1. Save your selection
  2. The items you selected will now be visible on the transport page.

Approving a transport and locking its content

  1. After adding assets, the transport request can either be accepted or rejected.
  2. Lock the contents – Optional setting. When a transport is locked, the items cannot be changed.

⭐ Performing the transport

Reading out and returning equipment can be done using the Trail iOS mobile app.

  1. Read next: Performing the transport (mobile)

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