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Welcome to Session 4 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 fourth session of this 5-part course includes the following
sections:
Review the setup of the necessary OTM Fleet business objects, part 1 including:
Setting up power units
Setting up drivers
Setting up hours of service (HOS)
Setting up driver calendar events
Viewing locations
Setting up equipment
This session also includes a list of additional resources. For a
glossary of terms, see Session 1 of this course.

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Now, lets take a look at the setup required for this daily driver
scenario in OTM Fleet Management. First, lets review how power
units were set up for this scenario.

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When you set up OTM Fleet Management for the daily driver
scenario, you can first define power unit types and power units. Lets
review power unit types and power units in more detail in this section.

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
course. But the actual data itself is required for this daily driver
scenario to work as described in sessions 1 through 3 which reviewed
the process flow.

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To set up power units, you complete the following:
First, define power unit types
Next, define specific power units
And finally, specify a power unit type on each power unit you create

Now, lets review how power unit types and power units are set up for
the daily driver scenario.

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A power unit type is a business object in OTM Fleet Management.
Power units can be grouped into categories such as cab-overs, conventional
cabs, or sleeper cabs.
The power unit type is this grouping of power units.
They can also be grouped by line of business including local, regional, or long-
haul.
Power unit type is the parent business object for power units and must be
specified for each power unit.

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Lets review how Warbler Holdings set up their power unit types for
the daily driver scenario.
To access the Power Unit Type page, go to Fleet Management > Power Unit
Management > Power Unit Type Manager.
In the case of Warbler Holdings, there are two power unit types:
One for a KENWORTH CAB-OVER which is seen in the top screen shot.
The only field required for a power unit type is the Power Unit Type ID.
Warbler Holdings second power unit type is MAC SLEEPER which is
seen in the bottom screen shot.
These two power unit types represent the groups of power units that Warbler
Holdings uses for shipping its products.
You can also specify special services and remarks for power unit types. All
power units of this type will inherit any special service or remarks specified on
the power unit type.
You can copy the power unit type using the Copy Power Unit Type button.

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What are power units?
Power units are also an OTM business object for Fleet Management.
A power unit is what is used to power a piece of equipment. In this daily driver
scenario, the power unit is the cab of the truck. This can also be called a tractor.
Its important to note that power units cannot be assigned to a shipment via an
action. However, you can manually add a power unit to a shipment via the
Power Unit ID field on the shipment itself. Power units are always associated
with drivers.
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 can only be associated with one driver at a time. For example, a
power unit could be associated to one driver in March and then be associated
with a different driver in April.
Driver instances and power unit instances exist independent of shipments, until
such time as an assignment to a shipment is made. These assignments exist
only for the duration of the shipment. Once a shipment is executed and
completed, that same driver record and power unit record can then be used for
another assignment.

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Lets take a look at how Warbler Holdings set up their power units for the daily driver
scenario.
Note: Only the fields used by Warbler Holdings are explained in this training class. You may
want to fill out other fields depending on the scenario that you are modeling in OTM. For an
explanation of other fields, see the OTM online help. For a description of all fields specific to
OTM Fleet Management, refer to the OTM 6.0 Fleet Management TOIs.
You create a new power unit via the Power Unit manager.
To access the Power Unit manager, go to Fleet Management > Power Unit Management
> Power Unit.
For the daily driver scenario, Warbler Holdings has set up two power units:
123456 which has a power unit type of KENWORTH CAB-OVER specified
789012 which has a power unit type of MAC - SLEEPER specified
These two power units will be used by Warbler Holdings fleet drivers to pick up and drop
off shipments.
Lets take a closer look at the power unit of 123456 which is shown on this slide:
Note the Power Unit ID of 123456.
Note the Power Unit Number of 123456.
Notice that the power unit is active since the Active check box is checked. A power
unit must be active in order to be associated to a driver.
A power unit type must be specified for each power unit. In this example, the Power
Unit Type ID is KENWORTH CAB-OVER.
You can also specify special services and remarks for power units on the Special
Services and Remarks tabs.
To see more details about how to set up power unit types and power units for other
scenarios, please refer to the OTM 6.0 Transfer of Information session for a Functional
Overview of Driver and Power Unit Enhancements.

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Next, lets review how to set up special services in OTM Fleet
Management for this daily driver scenario.

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Next, in the setup flow for the daily driver scenario, let's look at setting
up special services.

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To view special services, go to Shipment Management > Power Data > Special Service Management >
Special Service.
Special services appear on most of the main business objects in OTM. Special services define business
terms that companies are setting up and are therefore unique to each implementation. The Special
Service page is the place in OTM where the rules on how a specific special service is to be handled are
defined. This enables the power of the assignment logic.
A shipment that has a special service specified requires that that particular special service be
provided. As such, only assets (such as, power units, equipment, drivers) that provide that special
service are valid for assignment to this shipment. The financial objects of customer bill, service
provider invoice, and driver work invoice will contain special services where those activities have
financial implications.
This Special Service page allows you to specify exactly how a special service should be processed.
Options include:
Given a special service on a shipment make sure the driver provides that service.
Given a special service on a shipment make sure that the driver and the power unit both
provide that service.
Given a special service on a shipment make sure that the driver, power unit, and equipment
all provide that service.
This applies to any combination of the For Driver, For Equipment, and For Power Unit check
boxes, as well as, the Driver/Driver Type, Equipment/Equipment Type, and Power Unit/Power
Unit Type drop-down lists.
On this page, you can also define the special services for a driver that are considered payable or
not payable on the driver work invoice. The billable indicator field is similar.
You can define which special services should be used for rating. Many special services, specified
on orders, only require that an asset has the ability to provide that special service. However, there
is not a cost implication. For these types of special services, you would not select the For Rating
check box.
And finally, you can define those special services that can be ignored during the assignment logic.
When the Ignorable check box is selected, you can ignore the relationship of the order needing a
special service and the asset providing that special service when running the assignment actions.
For more details on both special services and remarks, please refer to the OTM 6.0 TOI Functional
Overviews for the Fleet Planning and Assignment feature and for the Special Services and Remarks
feature.

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For this daily driver scenario, there is a special service of HAZMAT assigned to the driver Joe Summer. This HAZMAT special service will
be specified both on the order release and on the driver. This will ensure that a shipment with a HAZMAT special service is only assigned
to the qualified driver, who is Joe Summer.
Note that the For Driver check box is selected.

You can indicate that this special service applies to driver assignment using the For Driver check box. If this For Driver check box is
selected, then when you run the Assign Driver action, OTM will consider this driver for any shipments with a HAZMAT special
service.
Note the Default Payable Indicator value of PAYABLE. Use the Default Payable Indicator field to define the default payable status.
The available indicators are:
Not Payable
Payable
Payable (Zero Amount)
Requires Approval
These were discussed in detail in Session 3 of this course in the Driver Work Invoice section.
Note the Default Billable Indicator value of BILLABLE. Use the Default Billable Indicator field to define the default billable status. The
available indicators are:
Billable
Billable (Zero Amount)
Not Billable
Requires Adjustment
Requires Approval
Note that the Ignorable check box is selected. This must be selected if you want to ignore this particular special service when
assigning a driver to a shipment.
When you assign a driver to a shipment using the Assign Driver action, OTM conducts feasibility checking which includes a check of the
order, shipment, location, and driver for any compatibility constraints. The check also includes looking at rules defined as a special
service or a remark. Lets look at special service rules.
When a shipment is created, any rules defined using special services are copied to the shipment. These rules can reside on the
shipment, the location, the driver, or the power unit.
During driver assignment, OTM compares the shipment special services with the driver special services to ensure there is a match.
For more details on how this works for remarks, please refer to the OTM 6.0 TOI Functional Overview for the Fleet Planning and
Assignment feature. You can also refer to the Special Services and Remarks feature.
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Next, lets review how to set up drivers in OTM Fleet Management for
this daily driver scenario.

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Next, in the setup flow for the daily driver scenario, let's look at setting
up driver types, drivers, calendars, and special services.

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Specifically when setting up drivers for this daily driver scenario, you
should complete the following:
First, you define one or more driver types.
Then, you define all of the drivers that you need for your specific scenario.
For each driver, you define a driver work profile, if necessary.
For each driver, you associate a power unit to the driver, if necessary.
Next, you define driver special services and attach them to any drivers to which
they pertain.
If necessary, you can also define driver remarks.
And finally, you can define driver teams, if necessary.

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First, lets review what a driver type is.
Driver type is a business object introduced for OTM Fleet Management. It
serves the purpose of grouping drivers and allowing set up and maintenance of
special service rules etc. in a central place.
Certain data can be specified in the driver type and used as default data.
When you associate a driver type with a driver, the default data can be
used. If a different value is specified on the driver, the value on the driver is
used.
An example is rate offering. You can tie a rate offering to a driver type and a
driver. The rate offering on the driver type is the default. If the driver type
has a different rate offering than the driver, OTM uses the rate offering on
the driver. A rate offering for a driver is used to model a drivers pay
structure.

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Next, lets look at how Warbler Holdings has set up driver types for the
daily driver scenario.
You set up a driver type on the Driver Type manager in OTM.
To access the Driver Type manager, go to Fleet Management > Driver
Management > Driver Type Manager.
Warbler Holdings has two driver types:
HAZMAT CERTIFIED A driver type of HAZMAT CERTIFIED indicates that
this driver can be assigned to shipments that include HAZMAT items.
NOT HAZMAT CERTIFIED A driver type of NOT HAZMAT CERTIFIED
indicates that this driver cannot be assigned to shipments that include
HAZMAT items.
These two driver types are necessary for Warbler Holdings since they ship both
hazardous (hazmat) and non-hazardous items.
This slide shows the Driver Type ID of HAZMAT CERTIFIED.

Another common way to model driver types and drivers is by the business unit,
over-the-road, regional, local, dray, etc. In this scenario, all drivers were local so
Warbler Holdings did not use this driver type setup.

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A driver is another business object added to OTM for Fleet
Management.
Drivers have state (they exist at a given place at a given time) and status
(theyre assignable/not assignable and active/inactive).
Drivers have a lifecycle in that you can manage a string of assignments
individually, but OTM understands the implications of each assignment in the
context of the other assignments.
Next Available Time (NAT) and Next Available Location (NAL) refers to
OTMs understanding of when and where the driver is next to be available
for assignment, taking into consideration drivers assignments, and off duty
time, from work profiles or calendar events, and hours of service (HOS) rest
time.
HOS refers to OTMs ability to understand a drivers current and projected
hours of service based on driver reported and shipment assignments.
A driver is the representation of the actual person who drives a piece of
equipment, such as, a truck or performs activities associated with the movement
of freight.
Drivers (along with the power unit) exist independent of shipments, until they are
actually assigned to a shipment. These assignments only work for the duration
of the shipment.
Drivers and power units cannot be assigned to multiple, concurrent shipments at
the same time.

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Next, lets look at how Warbler Holdings has set up drivers for this
daily driver scenario.
You create new drivers in the Driver Manager.
To access the Driver Manager, go to Fleet Management > Driver Management >
Driver Manager.
Warbler Holdings has 10 active drivers as shown on this slide.
The two drivers that will be used during this daily driver scenario are Joe
Summer and John Scarlett.
Next, lets take a look at one of these drivers Joe Summer in more detail on the
following slides. To view more details on the driver Joe Summer, click the ID of
JOE SUMMER on the Driver results page.

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Lets look at the details of the driver Joe Summer.
Note the Date of Birth of 1976-03-10. This is not a required field but Warbler Holdings
has entered it for record keeping purposes.
Note the Adjusted Hire Date of 2008-05-05. Again, this is not a required field but Warbler
Holdings has entered it for record keeping purposes.
Note that the Active check box is checked. A driver is required to be marked as active in
order to be used for assignment to shipments.
Note the Default Home Location ID. This is used to determine the start of the drivers
continuous hours of service rule. This will be discussed later in the session. If a default
home location is not specified, the drivers time zone for calculation of continuous hours
of service rules will default to GMT.
Note the Driver Type ID of HAZMAT CERTIFIED specified on this driver.
A driver type must be specified for each driver. Certain data can be specified on the
driver type and then used as default data for all drivers of that driver type. If a
different value for this default data is specified on the driver, then the value on the
driver is used.
The Driver Type ID of HAZMAT CERTIFIED indicates that Joe Summer is certified
to move shipments that include HAZMAT or hazardous material.
This is important for Warbler Holdings since they ship some hazardous material in
the daily driver scenario.
Note the Resource Type of Employee. This indicates the employment type of the driver.
Values include: Employee; Independent Contractor; Third Party Driver. If you do not
select a value (in other words, you leave this field blank), OTM will automatically fill in the
value of Employee when you click Finished to save the driver record.
Note the Rate Offering ID of DRIVER PAY RATE. This is the specific rate offering that
will be used by OTM when you assign a driver to a shipment. The set up of this rate
offering is discussed in the next section of this course.
On the next slide, lets look at the Work Profile section of the Driver tab.

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The work profile is important because it provides information on when the driver is available
to be assigned to the shipment and if the driver home location is close enough to the start of
the shipment to make assignment of the shipment to this driver feasible.
Note the Work Profile section of the Driver tab. This information is not required for a
driver, but it will assist when OTM determines if a driver can be assigned to a shipment.
Note the Home Location ID of WILMINGTON.
The home location indicates that Joes start location will be Wilmington, DE which in
this case happens to be where he lives. This home location will be used to calculate
the bobtail or deadhead distance that Joe needs to drive to get from his house to the
equipment yard/pool.
A home location is where the local driver's work shift typically starts, such as a depot
or tractor park location. A home location equal to where the drivers home is models
where the driver parks the tractor and starts his day. A home location equal to the
depot is where the driver picks up the tractor at the depot terminal. This will differ for
over-the-road drivers. Typically an over-the-road driver is modeled using driver
calendar events because his work days are less repetitive.
Driver distance away from home is calculated using the following hierarchy: first, the
Calendar Event Location on the Driver Calendar Event page. Next, this Home
Location ID field, and finally, the Default Home Location ID on the Driver header.
Note the Activity Calendar of MON-FRI 8 TO 5 which indicates when Joe is available to
be assigned to a shipment. You can view the details of this calendar on the next slide.
Note the Effective Date and Expiration Date. This particular work profile is effective
starting on October 13, 2009 and expires on March 31, 2010.
You can have multiple work profiles, but you must click Save for each work profile that
you define.
In the absence of a work profile for an active driver, the Default Home Location ID will be
used. If you do not enter a work profile or a default home location, assignment logic will
use the shipment source location as the starting point for the driver.
The work profile shown here is used when determining if the driver, Joe Summer, is
available to be assigned to a shipment. It will be used during the Assign Driver logic.
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To view the calendar, click the MON-FRI 8 TO 5 link in the Work Profile section
of the Driver manager. Then, click Edit at the top of the page.
Or, go to Shipment Management > Power Data > Calendar > Calendar
Definitions. And, search for the Calendar ID of MON-FRI 8 TO 5.
On this slide, you see a detailed view of the MON-FRI 8 TO 5 calendar that was
specified on the driver Joe Summers work profile.
Note the Calendar ID of MON-FRI 8 TO 5.
Note the Start Date of 2009-10-12. This is the first day that this calendar was
valid.
Note the Days in Cycle. This means that this is a 7-day cyclical calendar.
For this particular calendar (MON-FRI 8 TO 5), the driver, Joe, is available
Monday through Friday (which is represented by Day1 through Day5) to perform
the activity DRIVER WORK. This means that the driver is available to drive from
8:00AM to 5:00PM Monday through Friday.
However, the driver is unavailable to drive (as indicated by DRIVER WORK
Dont Perform) 12:00AM to 11:59PM on Saturday and Sunday (which are
represented by Day6 and Day7).
Note the Activity of DRIVER WORK. DRIVER WORK is used to determine if a
driver is available. This is the only activity checked to determine if a driver is
available, so the ALL activity should not be used to define driver availability.

This calendar is used when determining if the driver, Joe Summer, is available
to be assigned to a shipment. It will be used during the Assign Driver logic.

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Note the special service of HAZMAT. This means that this driver, Joe
Summer, can be assigned to any shipments that require the special
service of HAZMAT.
Note the Default Payable Indicator value of PAYABLE. The payable
indicator is also specified on the work invoice. If the Payable Indicator
exists on both the driver and the invoice, the special service on the
driver is used during the creation of the work invoice.
Special services have an effective and expiration date. Since in this
example, no effective and expiration dates are set, it is assumed that
driver always has the HAZMAT special service assigned to him.

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For the daily driver scenario, Warbler Holdings does not specify
remarks on any of its drivers.
But as an example, a remark can be set up to represent a skill that is required
for a given driver to service a shipment, but the driver is not to be paid for
possessing this skill. Driver carries a pallet jack is an example. Some
shipments may require that the driver carry a pallet jack, but that driver is not to
be paid for having carried a pallet jack. This would be a good use-case for
remarks, although it is worth noting that the same could be accomplished with
special services.
Refer to the 6.0 TOI on Special Services and Remarks for more detail.

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A driver team is used to relate one driver to another in OTM.
Drivers can be grouped together to form teams which are grouped for the period
of time you specify. When you assign the lead driver in the team to a shipment,
both drivers are automatically assigned to the shipment.
Driver teams are used to extend available driving and working hours of service.
This in turn enables a reduction of rest time as compared to a single driver, and
in doing so, allows for expediting time-sensitive shipments.
You must specify which driver is the primary driver and which driver is the
secondary driver on the Driver Team page.

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Warbler Holdings does not use driver teams, but you can set them up
on the Driver Team page which is shown on this slide.
To access the Driver Team page, go to Fleet Management > Driver
Management > Driver Teams.
When creating a driver team,
You must specify a Team Name.
You must enter an effective date and expiration date to specify the period of
time this team is grouped.
You must also indicate the Primary Driver ID and the Secondary Driver ID
for the team.
During assignment, the primary driver is the driver assigned to the shipment. It
is the primary drivers hours of service rules that are used to determine
feasibility and service time. As such, a primary drivers hours of service rules
would essentially be two times the available hours of service capacity since
there are two drivers on the team.
In addition, OTM looks at special services on both drivers to determine if the
team should be assigned to the shipment. Both drivers must qualify for that
special service for the team to be assigned to the shipment.
Once you click Finished, OTM creates a unique identifier for the driver team
and displays a confirmation page.

For more details on how special services are used in Fleet Management, please
refer to the OTM 6.0 Transfer of Information (TOI) Functional Overview for
Driver and Power Unit Enhancements.

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Next, lets review setting up hours of service (HOS) rules and calendar
events for the daily driver scenario.

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Next, you can configure the driver hours of service processing rules
and create calendar events for your drivers.

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Specifically, when setting up hours of service and calendars for drivers
in OTM, you need to complete the following:
First, you define driver hours of service rules.
Next, you define the hours of service rule sets.
Then, you specify the hours of service rule set on a rate service.
Next, you define the driver calendar event types.
And finally, you define driver calendar events.

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Next, lets look at driver hours of service (HOS) for the Warbler
Holdings daily driver scenario.
OTM tracks the actual hours that a driver has worked or will work for a given
shipment to enable more accurate projection of future rest time requirements.
These actual hours are used to determine the placement of rest time when
creating shipments in OTM and when assigning drivers to shipments to
determine service time calculations and assignment feasibility based on
government rules.
Hours of service (HOS) are set up using HOS rules. Multiple HOS rules are then
included in an HOS rule set and are assigned to a rate service. The rate service
is attached to a rate offering which is specified via the driver manager.

HOS can be updated via tracking events, through shipment assignment, and via
driver actions.

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Warbler Holdings has three HOS rules that they combine into a single rule set. Lets start by reviewing each of
the HOS rules that Warbler Holdings has set up.
To access the HOS Rule page, go to Contract and Rate Management > Power Data > Hours Of Service >
HOS Rule.
The first rule, 11 DRIVE RULE, ensures that when the rate service encounters the need to insert the
required minimum rest time (in this case, when 11 hours of driving has occurred or will occur based on
assignment), OTM adds the 10 hour minimum rest period. With this rule, Warbler Holdings is ensuring that
they meet the US DOT 10 hour minimum rest restriction once the 11 hours of driving is reached.
Lets look at how the 11 DRIVE RULE is set up to accomplish this:
On the HOS Rule Header tab, the rule has an HOS Rule Type set to CONTINUOUS.
CONTINUOUS means that drivers must take breaks every so often based on rolling 24-hour periods
of working, driving, and resting. OTM determines what additional breaks must be taken based on
how many remaining hours a particular driver has for driving and working. In addition, OTM tracks
what driving activities and work activities are available to be additionally consumed for future
assignments. Using this information, OTM determines if a given driver assignment is feasible, as
well as, the service time implications of assigning a particular driver to a shipment. Each shipment
assignment updates the drivers hours of service consumption.
The Details tab contains different fields depending on the HOS rule type selected. Lets look at the Details
tab for the 11 DRIVE RULE.
Note the Activity Time is set to 11 Hours. This represents the US DOT 11 hour driving restriction.
Note the Activity Type, which works in conjunction with Activity Time, is set to Drive. In this example,
the driver is allowed an 11 hour activity of driving.
Allow Rest and Min Rest Time Allow Rest controls whether the rate service solution adds the Min
Rest Time value or treats the solution as infeasible.

When the Allow Rest check box is checked, OTM adds the Min Rest Time to the rate service solution.
When the Allow Rest check box is not checked, OTM treats the solution as infeasible and driver
assignment does not occur.
Since the Min Rest Time is set to 10 H, OTM inserts a minimum rest time of 10 hours once the driver
has reached their maximum activity time of 11 hours. For example, if a driver was assigned to a
shipment that had a total of 12 hours of driving, the service time solution for the shipment would be 11
hours of driving, then the required 10 hours of rest, and an additional 1 hour of driving. Similarly, if the
driver had already used 5 of the 11 hours for a previous assignment, then the service time solution
would be 6 hours of driving, then 10 required hours of rest, and the 5 remaining hours of driving.
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Warbler Holdings second rule, 14 WORK RULE, ensures that when the rate service encounters the need to insert the
required minimum rest time (in this case, when 14 hours of continuous driving has occurred or will occur based on
assignment), OTM adds the 10 hour minimum rest period value.
The first rule just applied to drive time, whereas this rule applies to both work and drive time.
The second rule also has an HOS Rule Type of CONTINUOUS and is set up as follows:
Activity Time is equal to 14 Hours.
Activity Type works in conjunction with Activity Time and is set to All. In this example, you are indicating that you allow
14-hours of continuous work within a 24-hour period. This means that both drive and work time are counted.
Allow Rest and Min Rest Time Allow Rest controls whether the rate service solution adds the Min Rest Time value or
treats the solution as infeasible.
When the Allow Rest check box is not checked, OTM treats the solution as infeasible and driver assignment does
not occur. This makes sense for a daily driver scenario because this rule ensures that the driver does not drive
and work more than 14 hours in a given rolling 24-hour period.
Since the Min Rest Time is set to 10 hours, OTM inserts a minimum rest time of 10 hours once the driver has
reached their maximum activity time of 14 hours. However, this is unlikely to occur in the daily driver scenario
because all of the shipments cover short distances and are typically finished within a given day.
Rest Triggered By Work works when the Activity Type is equal to Work or All. Within the US DOT rules, there is some
ambiguity. The rules state that once the 14 hour threshold is reached the driver must take a 10 hour break before
driving again even if this spans a 24-hour period. This phrasing leaves open the interpretation that the driver may
continue to work (but not drive) beyond the 14 hour mark, but ultimately, needs to take the 10 hours of rest before he or
she can begin driving again.
If Rest Triggered By Work check box is checked, OTM inserts the drivers 10 hour break at the 14 hour work
threshold even if the driver is only working and not driving at that 14 hour point in time.
If this check box is not checked, OTM permits work to continue beyond the 14 hour mark, but continues to enforce
the requirement for a 10 hour break before any additional driving occurs.
Since this 14 WORK RULE is very similar to the 11 DRIVE RULE, the more restrictive rule will be applied by OTM.
As an example of the 14 WORK RULE, if a driver was assigned to a shipment that had 1 hour of driving, followed by 8
hours of working, with an additional 6 hours of driving (for a total of 15 hours of driving or working), the service time
solution for the shipment would be 1 hour of driving, followed by 8 hours of working, with an additional 5 hours of
driving, and then the required 10 hours of rest, followed by an additional 1 hour of driving. Similarly, if the driver had
already used 5 of the 14 hours for a previous assignment, then the service time solution would be 1 hour of driving,
followed by 8 hours of working, then take the 10 required hours of rest, and finish with the 6 remaining hours of driving.

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Warbler Holdings final HOS rule ensures that for any given 8-day period, drivers are restricted from
driving and working more than 70 hours without having taken at least a 36 hour break. Each 24-hours
starts at midnight each day based on the time zone of the drivers default home location.
This includes drive and work time for the assignment day plus the previous 7 days drive and work time. If
a default home location is not specified, the drivers time zone defaults to GMT.
This rule has an HOS Rule ID of 70 HOUR PERIOD RULE.
Note the HOS Rule Type is set to PERIOD.
PERIOD means that for a given, pre-defined period of time, drivers are not permitted to drive
and/or work for more than a set number of hours.

Note: These rules are different from continuous rules in that the 8-day period is rolling which
means that each day, a new day's history is added and another day's history drops off. The
hours driven and/or worked are added up and directly impact the total hours.
The rest of the 70 HOUR PERIOD RULE is set up as follows:
Activity Time is equal to 2 days and 22 hours. This represents a 70 hour driving restriction.
Activity Type works in conjunction with Activity Time and is set to All. In this example, it
indicates that you allow a 70 hour activity of driving and/or working.
A Period Duration of 8 days represents an 8-day rolling period.
Min Reset Duration and Allow Rest Allow Rest controls whether the rate service solution
adds the rest time or treats the solution as infeasible.

When the Allow Rest check box is checked, OTM adds the rest time to the rate service
solution. When the Allow Rest check box is not checked, OTM treats the solution as
infeasible.

When the rate service encounters the need to insert the rest time (in this case, when 70 hours
of driving has occurred or will occur based on assignment within an 8-day span), OTM adds
the 1 day and 12 hours (36 hour) Min Reset Duration value.
Rest Triggered By Work This only works in conjunction with an Activity Type of Work or All.
An example of this 70 HOUR PERIOD RULE is if you are trying to assign a shipment for Monday
which requires more than 4 hours of driving or work and if in the previous 7-days the driver has
accumulated 66 or more hours of driving and/or working, then because Allow Rest is not selected,
this driver assignment will fail.

43
Once you create HOS rules, you need to group them into an HOS rule
set. You can create an HOS rule set through Contract and Rate
Management > Power Data > Hours Of Service > HOS Rule Set.
On the HOS Rule Set page, you enter an HOS Rule Set ID and then specify the
rules you want to include. In this example, you are including three HOS Rules to
model the US DOT rules:
11 DRIVE RULE is the 11 hours driving, 10 hours of break time continuous
rule.
14 WORK RULE is the 14 hours working and/or driving, 10 hours of break
time-continuous rule.
70 HOUR PERIOD RULE is the 70 hours driving and 36 hours of break time
over an 8-day span period rule.

44
Now that Warbler Holdings has created their HOS rule set, they
assign it to a rate service. To access rate services, go to Contract and
Rate Management > Contract Management > Rate Service.
The HOS rule set is assigned to the DAILY DRIVER TL-SIM rate service. This
rate service will be discussed in more detail in the final session of this course.
The HOS Rule Set ID appears on the Rate Service Details tab when a Rate
Service Type of either EXTERNALDRIVE or SIMULATION is specified.
Note the HOS Rule Set ID of US RULES.
You then assign your rate service to a rate offering.
This ensures that when the rate service of DAILY DRIVER TL-SIM is used for
shipment planning and driver assignment that the HOS rules you specified will
be adhered to.

45
Calendar event types indicate different working and non-working
events, such as, vacation, training, overtime, etc. A calendar event
type of not working represents the drivers unavailable time.
You can create a calendar event type through the Fleet Management > Power
Data > General > Calendar Event Type menu.
You can then associate your calendar event type with a driver calendar event to
indicate whether a specific calendar event is working or non-working.

46
First, you need to create a calendar event type and indicate if it is a
working or non-working event type.
You can create a calendar event type through the Fleet Management > Power
Data > General > Calendar Event Type menu.
Warbler Holdings has two calendar event types as shown on this slide. They are
TRAINING and VACATION.
On the TRAINING calendar event type, note that the Is Working check box
is checked. This means that during any calendar event of training the driver
is considered as working.
On the calendar event type of VACATION, the Is Working check box is not
checked since a vacation indicates the driver is taking time off and is,
therefore, not working.
These calendar event types will allow Warbler Holdings to create calendar
events of either training or vacation and attach them to their drivers. Then, when
the dispatcher uses OTM to assign drivers, OTM will know when a driver is
unavailable for assignment because they are on vacation or in a training class.
You will associate a calendar event type to an actual calendar event.

Next, lets look at calendar events.

47
Driver calendar events are used to model upcoming events for a given
driver.
These events include a location, a start time, and an end time.
You can indicate if the driver is working or not working during this time. For
example, a dispatcher can see details for when a driver has scheduled time off
for vacation.

48
Warbler Holdings has several driver calendar events. To view a driver
calendar event go to Fleet Management > Driver Management >
Driver Calendar Events:
These events are shown above and include:
JOES TRAINING which starts on January 26, 2010 and ends on January
29, 2010.
JOES VACATION which starts on February 2, 2010 and ends on February
9, 2010.
JOHNS VACATION which starts on March 17, 2010 and ends on March 21,
2010.
So when the dispatcher is assigning drivers to a shipment, OTM is aware that
Joe is unavailable from January 26th to the 29th because he is at training and
also from February 2nd to the 9th because he is on vacation. OTM will also know
that the driver John is on vacation from March 17th to the 21st.
OTM will then treat these drivers as infeasible for any shipment assignments
that are attempted during either their vacation or training.
On the next slide, let's look at JOES TRAINING in more detail.

49
Lets look at the Driver Calendar Event ID of JOES TRAINING in
more detail:
Note the Driver ID of JOE SUMMER. This indicates the driver to which this
specific calendar event applies.
Note the Calendar Event Start Time and Calendar Event End Time. These dates
indicate the start and end time of the calendar event. This particular event
begins on January 26, 2010 and ends on January 29, 2010.
Note the Calendar Event Location of BALTIMORE TRAINING FACILITY. If
applicable, you can specify an event location. For this particular event, Joe will
be attending training at the Baltimore training facility.
Note the Calendar Event Type of TRAINING. This specific calendar event type
is marked as working. This will also count against the drivers working hours of
service consumption. This is the event type previously discussed and relates to
working and non-working events such as VACATION or OVERTIME.

During or after a calendar event, the calendar event location is used as the Next
Available Location or NAL for the driver and the calendar event end time is used
as the Next Available Time or NAT for the driver.

50
Next, lets review the locations for the daily driver scenario.

51
Next, you should create your locations for the daily driver scenario.

This section only provides details about using locations with OTM
Fleet Management. For basic information on locations, please refer to
the OTM 6.0 Core Competence class that is delivered by Oracle
University, as well as, the OTM online help.

52
In order to build shipments in OTM, you need locations.
Warbler Holdings has 16 main locations which fall into two types: stores which
receive and ship product and rail/equipment yards which hold trailers and store
product. Warbler Holdings has 9 stores and several rail/equipment yards.
The stores are located in 4 states: Pennsylvania, New Jersey, Delaware, and Illinois.
The two New Jersey store locations are both located in the southern part of
state.
The two Delaware store locations are both located in the northern part of state.
The Delaware location of WILMINGTON is the home location of the driver
Joe Summer.
The eight Pennsylvania store locations are all located near the city of
Philadelphia.
The Pennsylvania location of NARBERTH is the home location of the driver
John Scarlett.
The final store location is in the CHICAGO, Illinois.
The rail/equipment yards are located in either Pennsylvania, New Jersey, or
Delaware and are:
BRYN MAWR in PA
DARBY in PA
MORRISVILLE in PA
YEADON EQUIPMENT YARD in PA
CHERRY HILL in NJ
WOODBURY EQUIPMENT YARD in NJ
MARCUS HOOK in DE

53
Woodbury Equipment Yard has a special service of CHECK INVENTORY and
PICKLOADED as shown on this slide. This is required by OTM location asset
management and will ensure that an inventory check is run by OTM each time
this location is used on a shipment.
The CHECK INVENTORY special service 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 or into the location.
The PICKLOADED special service means that the driver will pick up a piece
of equipment with the shipment already loaded onto the trailer. This is a
standard special service that ships with OTM.
On another location of Marcus Hook, there is a special service of MOVE
EMTPY. This special service indicates that it is necessary to move a piece of
equipment out of or into this location when the loaded equipment is moved out of
or in to the location. This is also a standard special service that ships with OTM.

54
Next, lets take a look at how to set up equipment and equipment
type.

55
The next step in the set up process for the daily driver scenario is to
define equipment type and equipment.

56
To set up equipment for either a non-fleet or a fleet scenario, you
complete the following:
First, define equipment types
Then, define specific pieces of equipment
Next, specify an equipment type on each piece of equipment that you create
Then, define equipment groups
And finally, define an equipment group profile containing the different pieces of
equipment. An equipment group profile is required on an itinerary.

This section only provides details about using equipment with OTM
Fleet Management. For basic information on equipment, please refer
to the OTM 6.0 Core Competence class that is delivered by Oracle
University.

Next, lets look at how Warbler Holdings defined their equipment


types.

57
Lets take a quick look at the relationship of equipment type, equipment, and location asset inventory
IDs.
There are two main parts to the diagram on this page. The larger portion on the left-hand side
shows how equipment can be modeled in basic (non-fleet) OTM scenarios. The part on the right-
hand side shows how the location asset inventory ID adds the aspect of asset management that is
required for a fleet scenario.
Lets review both sides of this diagram.
The non-fleet OTM scenarios equipment modeling can contain the following. All of the following are
used in this scenario to model basic shipments within OTM. On the following pages, each of these
are described at a high level and it is explained how they are used in this daily driver scenario.
An equipment group profile is used for routing and must be specified on an itinerary.
An equipment group is used for planning and rating purposes.
An equipment type is used for scheduling.
Equipment appears on the shipment for information.
For more details on using this equipment in a non-fleet scenario, refer to the OTM 6.0 Core
Competence class provided by Oracle University.
For details on modeling capacity limits, refer to the OTM online help and TOIs for versions of
OTM prior to 6.0 since capacity limits were not changed in either OTM 6.0 or 6.1.
For OTM Fleet Management, you may need to model your constraints and capacity in much more
detail. This is especially important when your company owns the asset or equipment. For instance,
you need to know where your assets are, how many of each asset is at each site, and what state
the asset is in.
To model this, you specify the following in OTM:
Location asset inventory ID which provides a site where your assets are held.
Equipment type is specified at a location asset inventory and helps you keep track of how
much of each type of equipment is at a location and what its state is. For example, its state is
whether it is assigned, empty, damaged, etc.
An equipment ID is associated with a location and allows you to keep track of each physical
piece of equipment at a location.
On the following slides, lets review at a high level how the basic OTM equipment modeling is set
up for this scenario. In the next section of this course, lets review in a more detailed level how
location asset inventory is set up for this scenario.

58
An equipment type is no longer used primarily for equipment capacity. Although in a non-
fleet OTM scenario, it can still be used that way.
In a non-fleet scenario, equipment types are used to define the characteristics of an
equipment group. They can also be used to determine capacity information for a
service provider. Capacity information can be critical in the shipment planning
process.
However, for a fleet scenario, an equipment type is a concept that represents all pieces
of equipment which have that corresponding equipment type at a particular location. For
each location asset inventory ID, an equipment type has a count of the number of actual
pieces of equipment (equipment IDs), it exists at a location, and it can have a status such
as empty, loaded, damaged, etc. All of this allows OTM to decide if an equipment type is
feasible for assignment.
An equipment type is meant to represent actual fleet assets, whose instance ID is
not yet known.
It is the equipment type that is assigned to a shipment when you used the Assign
Equipment Type action in the process section of this training course.
In either a non-fleet or a fleet scenario, a piece of equipment must have an equipment
type associated with it.
Lets review how Warbler Holdings set up their equipment types for the basic (non-fleet) OTM
equipment modeling:
To create or view an equipment type, go to Shipment Management > Equipment
Management > Equipment Type.
Warbler Holdings has one equipment type set up for the daily driver scenario which is
45FT EQUIPMENT as shown on this slide.
There are no fields on the Equipment Type manager that are specific to fleet
management, but an equipment type is required when you create a piece of equipment
in OTM.
The equipment type is also required for OTM Fleet Management location asset inventory.
This setup is discussed in the next session of this training course.

59
In both the fleet and non-fleet scenarios, equipment is used for the
movement of a shipment from one location to another.
In addition, for OTM Fleet Management, a piece of equipment:
Represents an actual physical instance of a piece of equipment.
It has a status such as empty, loaded, or damaged which helps OTM
determine if it is feasible to assign a particular piece of equipment to a
particular shipment.
It is assigned to a location via the location asset inventory ID which will be
discussed in the next section.
It has a unique equipment ID. It is this equipment ID that will be assigned to
the shipment using the Assign Equipment action which was discussed in the
process section of this training course.
A piece of equipment exists independent of shipments, until an assignment to a
shipment is made. These assignments exist only for the duration of the
shipment. Once a shipment is executed and completed, that same piece of
equipment can be re-used for another assignment. A piece of equipment cannot
be assigned to more than one shipment at the same time.
As seen on this slide, Warbler Holdings has a total of 56 pieces of equipment for
all shipments in the daily driver scenario. For the shipments in this scenario, only
a few of these pieces of equipment will actually be used.

Lets look at a single piece of equipment in more detail on the next


slide.

60
Lets review how Warbler Holdings set up one of their pieces of
equipment.
To create a piece of equipment, go to Shipment Management > Equipment
Management > Equipment.
Note the Equipment ID of ABCZ253057. This is required when creating
equipment and is the equipment ID that will be attached to the shipment.
Note the Equipment Type ID of 45FT EQUIPMENT. This is required when
creating a piece of equipment.
Note the Equipment Initial of ABCZ which is the first part of the equipment
ID. Pieces of equipment that begin with ABCZ have an equipment type of
45FT EQUIPMENT. This is used for equipment identification when using
EDI. This helps Warbler Holdings with data mapping.
Note the Equipment Number of 253057 which is the second part of the
equipment ID. This is used for equipment identification when using EDI.
This helps Warbler Holdings with data mapping.
Note the Equipment Initial/Number which is the automatic merging of the
equipment initial and equipment number.

Each piece of equipment will be associated with a location asset inventory ID


and then assigned to a shipment.

61
An equipment group identifies the different kinds of equipment (such
as dry vans, flatbed trucks, container cars, hoppers, tankers, box cars,
and so on) that are used to transport shipments from one destination
to another.
Note: Equipment groups in a fleet scenario are set up exactly the
same as they would be in a non-fleet scenario. As a result, this
training course will not cover how to set up an equipment group. The
equipment group is shown on this slide so you have a complete
picture of how equipment is set up for this scenario. For more
information on equipment groups, refer to the OTM 6.0 Core
Competence class offered by Oracle University or the OTM online
help.
Lets review how Warbler Holdings set up their equipment groups.
To create or view an equipment group, go to Shipment Management >
Equipment Management > Equipment Group.
Warbler Holdings has two equipment groups set up for the daily driver scenario,
45FT TRAILERS and 45FT CONTAINERS. This slide only reviews the 45FT
TRAILERS equipment group.
Equipment groups are required so that you can create an equipment group
profile which is made up of one or more equipment groups.

62
Lets review how Warbler Holdings set up their equipment group
profile.
Note: Equipment group profiles in a fleet scenario are set up exactly the same
as they would be in a non-fleet scenario. As a result, this training course will not
cover how to set up an equipment group profile. The equipment group profile is
shown on this slide so you have a complete picture of how equipment is set up
for this scenario. For more information on equipment group profiles, refer to the
OTM 6.0 Core Competence class offered by Oracle University or the OTM
online help.
An equipment group profile is used to categorize equipment groups by some
common attribute or grouping scheme.
To create or view an equipment group profile, go to Shipment Management >
Equipment Management > Equipment Group Profile.
Warbler Holdings has one equipment group profile set up for the daily driver
scenario which is shown on this slide:
Note the Equipment Group Profile ID of 45FT EQUIPMENT.
Note that the Compatible check box is checked. This means that the
equipment group(s) listed below are compatible with this equipment group
profile.
Note that the equipment group profile includes the equipment group of 45FT
TRAILERS.
An equipment group profile is required when creating an itinerary in OTM. You
will see in the next session where the equipment group profile is specified on the
itinerary.

63
64
See session 1 of this training course for a complete list of glossary
terms.

65
66
OTM specific resources including TOIs, Education, and My Oracle
Support information are listed on the next few slides.

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68
69
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