“How do I…?”
Every task this guide explains, phrased the way people ask. Use your browser's find (Ctrl+F / ⌘F) or the search box above.
Getting started
- What YARDtwin does
- What is YARDtwin?
- What does YARDtwin do?
- How does a truck move through YARDtwin?
- Which screen do I use?
- Sign in and out
- How do I sign in?
- What is my Organisation ID?
- I forgot my password
- Why was I signed out?
- How do I sign out?
- How do I sign in with Microsoft?
- Find your way around
- How do I switch to another site?
- How do I change the language?
- How do I find a page quickly?
- Where are my notifications?
- How do I sign out?
- Roles
- What can my role do?
- Which role should I give a new user?
- Why can't I see a menu item?
- What is the difference between an ops manager and a yard manager?
- Your profile and password
- How do I change my password?
- How do I change my name?
- How do I change my e-mail address?
- Where do I set my shift PIN?
- How do I turn on two-factor authentication?
- How do I link my Microsoft account?
- Notifications
- Where are my notifications?
- How do I clear notifications?
- How do I mark all notifications as read?
- Why did I get this alert?
- Can I get notifications by e-mail?
- Plans and the free trial
- Which plan am I on?
- What does each plan include?
- How long is the free trial?
- What happens when the trial ends?
- What is the fair-use line?
- What counts as a truck movement?
- Do I need Professional for SAP?
- Get help
- How do I get help?
- How do I report a bug?
- How do I contact YARDtwin support?
- What can the assistant do?
- Where is the user manual?
Dashboard & reports
- Read the dashboard
- How do I see today's figures?
- What does average turnaround mean?
- How do I change the dashboard period?
- How do I add or remove KPI tiles?
- How do I export the dashboard?
- What is Risks Today?
- Build a report
- How do I build a report?
- How do I export bookings to Excel?
- How do I e-mail a report every week?
- How do I save a report?
- Where is the analytics page?
- How do I group a report by carrier?
- Review exceptions
- Where can I see all problems at the site?
- How many no-shows did we have this week?
- Which holds are still open?
- What does root cause mean on the exceptions page?
- Monitor carrier service levels
- Which carriers are missing their targets?
- How do I change a carrier's SLA target?
- What does At risk mean?
- How is on-time percentage calculated?
- Read shift reports
- Who was working the gate last night?
- What happened during the morning shift?
- How long are shift reports kept?
- Why are there no shift reports?
- Check yard health
- Why is a truck stuck on the yard map?
- Why is there a truck on the yard map that left days ago?
- How do I remove a ghost truck from the yard map?
Scheduling & bookings
- Read the scheduling board
- How do I see today's bookings?
- How do I find a booking by truck registration?
- How do I export the day's bookings?
- What do the colours on the scheduling board mean?
- How do I see the week ahead?
- Book an appointment
- How do I book a delivery?
- How do I schedule a collection?
- How do I book a truck for a carrier?
- What does Booking Not Permitted mean?
- Where do I find the booking reference?
- Change, move or cancel a booking
- How do I move a booking to another dock?
- How do I change the time of a booking?
- How do I cancel a booking?
- How do I undo a change on the scheduling board?
- How do I approve a carrier's booking?
- What is a re-slot proposal?
- Pick a slot with Smart Slots
- What does REC mean on a slot?
- Why are some slots recommended?
- How do I book a time that isn't in the list?
- What happens if a slot crosses a break?
- What do the LABOR badges mean?
- Set up a standing booking
- How do I book the same slot every week?
- How do I approve a carrier's standing slot request?
- How do I stop a recurring booking?
- How many repeat bookings can I make at once?
- Approve or reject carrier change requests
- A carrier asked to move their booking — how do I approve it?
- Where do I see carriers' change requests?
- What happens when I reject a change request?
- How do I accept a carrier's new ETA?
- Plan a cross-dock
- How do I cross-dock pallets from an inbound truck to an outbound load?
- How do I see which outbound loads are waiting on a late delivery?
- How do I link an inbound and an outbound booking?
- See a booking's timeline
- Why did this truck take so long?
- How do I see everything that happened to a booking?
- How do I print a booking's audit trail?
- How long did a truck spend at the dock?
- Combine deliveries onto one truck
- How do I put two deliveries on one truck?
- Two SAP deliveries arrive on the same truck — how do I book that?
- How do I split a delivery off a combined truck?
- Why did my other delivery move too?
Gate
- Start your gate shift
- How do I start my shift at the gate?
- Do I need a shift PIN?
- Which gate am I working?
- Why does the gate screen show Offline?
- Where do I see the note the last shift left?
- Which departures does the shift strip count?
- Work the arrivals list
- Which trucks are due at the gate?
- How do I see tomorrow's arrivals?
- What does Overdue mean?
- How do I open a booking at the gate?
- How do I cancel a delivery from the gate?
- Check a truck in
- How do I check a truck in?
- How do I scan the driver's QR code?
- What if the QR code won't scan?
- Why is Authorise entry grey?
- Where do I tell the driver to go?
- How do I record the truck's weight at the gate?
- The truck carries two deliveries booked separately — what do I do?
- Why does it say do not gate it in again?
- Problems at the gate
- How do I refuse a truck at the gate?
- What happens if the seal number doesn't match?
- What if the trailer has no seal?
- What do I do when the paperwork is missing?
- The driver isn't the one on the booking — what do I do?
- A truck with no booking
- A truck turned up without a booking — what do I do?
- How do I register a walk-up?
- Who decides what happens to an unplanned arrival?
- Why is there no Walk-up button?
- Clear a truck to leave
- How do I let a truck leave?
- Why do I have to type my password to sign?
- What if the driver refuses to sign?
- What if the trailer has no seal?
- Why is the departure blocked?
- Which trucks are ready to go?
- Why does it say a mandatory checklist is not completed?
- How do I release a seal discrepancy?
- Why does it say SAP has blocked this load?
- Hand over and end your shift
- How do I end my gate shift?
- How do I leave a note for the next shift?
- What happens when I end my shift?
- Who is told when I end my shift?
- Seals
- Where can I see all seal records?
- How do I record a seal check by hand?
- How do I record a seal applied to a trailer?
- What happens when a seal is tampered with?
- How do I release a booking on seal hold?
- Inspections
- How do I inspect a truck?
- How do I record a failed inspection?
- Which equipment is overdue for inspection?
- Where can I see past inspections?
- How do I finish an inspection I started earlier?
- How do I discard an inspection started by mistake?
- The classic gate screen
- Why does my gate screen look different?
- How do I check a truck in on the classic gate?
- How do I check a truck out on the classic gate?
Yard
- Read the yard map
- How do I see where every truck is?
- What do the colours on the yard map mean?
- How do I make the yard map full screen?
- How do I see a truck's details on the map?
- Why is a truck shown as waiting?
- Move a truck on the map
- How do I move a truck on the yard map?
- The map shows a truck in the wrong place — how do I fix it?
- How do I add a truck that isn't on the map?
- What does Sync Gate do?
- Trailers
- Where is trailer TR-1234?
- How long has this trailer been on site?
- How do I mark a trailer as damaged?
- How do I register a trailer?
- How many of a carrier's trailers are on site?
- Do a yard check
- How do I do a yard check?
- What happens to trailers I didn't find?
- How do I correct a trailer that's in the wrong spot?
- Who can close a yard check?
- Do your move tasks
- How do I see my moves?
- How do I accept a move?
- How do I complete a move?
- What if I can't do a move?
- How do I go off shift?
- Which tractor am I driving?
- Plan yard tasks
- How do I create a move for a yard jockey?
- How do I assign a task to a jockey?
- What happens when a jockey raises an exception?
- Where can I see jockey productivity?
- Detention and demurrage
- How much free time does a truck get?
- Which trucks are running up detention now?
- How do I invoice a detention charge?
- What's the difference between detention and demurrage?
Warehouse & docks
- Start your dock shift
- How do I start my dock shift?
- Which docks should I pick?
- Why does the warehouse screen keep sending me back to Start dock shift?
- Can I change my docks during the shift?
- Where do I see the note the last shift left?
- Work the dock board
- How do I call the next trailer to the dock?
- What do the badges on the dock board mean?
- How do I add a dock to my shift?
- What is the pre-load queue?
- How often does the dock board update?
- Why is a truck missing from my dock board?
- Check the seal and start a trailer
- How do I start unloading a trailer?
- What do I do if the seal doesn't match?
- Where do I enter the trailer temperature?
- Why is the Start button greyed out?
- Can I scan the seal with the camera?
- Why can't I start loading — it says Blocked in SAP?
- Monitor a load at the dock
- How do I scan pallets during unloading?
- How do I pause the dock clock?
- I started the wrong trailer — how do I undo it?
- How do I record damaged pallets?
- How do I log a temperature reading?
- What if we scan pallets in SAP EWM?
- Complete a load or put it on hold
- How do I finish unloading a trailer?
- How do I raise a hold on a damaged load?
- Where do I enter the outbound seal?
- What happens after I press Complete?
- How do I tell the gate a truck is ready to leave?
- Clear a hold in the QA queue
- How do I clear a hold?
- Why can't I clear a hold I raised?
- What is override with approval?
- Who can clear a warehouse hold?
- Why can't the truck leave?
- End your dock shift
- How do I end my dock shift?
- What do the shift numbers mean?
- How is utilisation calculated?
- How do I print my shift report?
- Where does the handover note go?
- Who is told when I end my shift?
- Track batches on the storage floor
- How do I record where a pallet is put away?
- How do I move a batch to another slot?
- How do I put a batch on QA hold?
- How do I find where a batch is?
- How do I hold part of a batch?
- How do I do a cycle count?
Carriers, drivers & suppliers
- Manage carriers
- How do I add a new carrier?
- How do I give a carrier access to the portal?
- How is the carrier score calculated?
- How do I make a carrier's bookings need approval?
- Where do I record a carrier's insurance?
- Keep a driver roster
- How do I register a driver?
- How do I change a driver's details?
- How do I see which driver licences are expiring?
- How do I block a driver from the site?
- How do I bring back a deactivated driver?
- Where do I record a driver's ADR certificate?
- The carrier portal
- How do I accept a slot the site booked for us?
- How do I assign a driver to a booking?
- How do I tell the site we're running late?
- How do I cancel a booking as a carrier?
- How do I change the time of my booking?
- Where do I see my carrier scorecard?
- Book a slot as a carrier
- How do I book a delivery slot?
- Why is my booking awaiting approval?
- How do I book the same slot every week?
- The day is full — can I join a waitlist?
- Where is my booking reference?
- Register for the carrier portal
- How do I register for the carrier portal?
- I deliver to several sites — do I need several logins?
- How do I sign in as a carrier?
- I forgot my carrier password
- Let suppliers book by link
- How can a supplier book without a login?
- How do I create a booking link?
- How does someone check the status of a booking made by link?
- How do I stop a booking link working?
- What the driver sees on their phone
- Does the driver need an app?
- How does a driver check in from their phone?
- How does the driver know which dock to go to?
- How does the driver tell the gate they're on the way?
- How does the receiver confirm a delivery?
- Complete the site induction
- How does a driver complete the site induction?
- What happens if I fail the induction?
- How long is an induction pass valid?
- Where do I download my induction certificate?
- Check in at the gate kiosk
- How does the gate kiosk work?
- How do I set up a self check-in kiosk?
- What does a driver without a booking do at the kiosk?
- Can visitors sign in at the kiosk?
- The supplier portal
- How do I register for the supplier portal?
- How do I book a delivery slot as a supplier?
- How do I upload documents for a delivery?
- How do I cancel a delivery as a supplier?
Quality & compliance
- Set up and review compliance checklists
- How do I create a compliance checklist?
- Where do I see completed checklists?
- What does "A failed check holds the truck" do?
- What does "Mandatory" do?
- Why doesn't a mandatory checklist hold the truck?
- Which trucks does a mandatory checklist apply to?
- Who can release a truck without its mandatory checklist?
- Who can override a failed checklist item?
- What are the pharma templates?
- Why does saving a template ask for a reason?
- Manage booking documents
- How do I upload a CMR?
- How do I find the documents for a booking?
- How do I verify a document?
- Which file types can I upload?
- Why can't I archive a signature?
- Review the audit log
- How do I see who changed a booking?
- How do I export the audit trail?
- What does GMP Relevant mean?
- Can audit entries be edited or deleted?
- How do I find everything one user did?
- How do we keep our audit trail when the contract ends?
- Sign electronically
- How do electronic signatures work in YARDtwin?
- Why do I have to enter my password to sign?
- What does the meaning of signature mean?
- Can a signed departure be changed?
- Where do I find a signed record?
- What happens if the driver refuses to sign?
- Track life-sciences consignments
- How do I create a consignment?
- How do I record a custody transfer?
- What does Hash chain verified mean?
- What does BLINDED mean?
- Why is a consignment in quarantine?
- Keep qualifications up to date
- How do I add a carrier's GDP certificate?
- Which qualifications are about to expire?
- What happens at the gate when a qualification has expired?
- How do I accept evidence a carrier uploaded?
- What does "No expiry recorded" mean?
- Monitor the cold chain
- Which consignments have been out of storage too long?
- How do I release a consignment after a temperature excursion?
- Who can disposition an excursion?
- What does Dwell at risk mean?
Administration
- Create your company's account
- How do I sign up for YARDtwin?
- How long is the free trial?
- What is my Organisation ID?
- I did not get the verification e-mail
- What do I get when I sign up?
- Work through the Getting Started checklist
- What should I set up first?
- Why is Getting Started yellow in the menu?
- How do I finish the setup checklist?
- How do I hide the setup checklist?
- Invite and manage users
- How do I add a user?
- How do I change someone's role?
- How do I remove a user?
- How do I reset a user's password?
- How do I make someone an administrator?
- How do I limit a user to some sites?
- The invitation link has expired
- Set your site's details and hours
- How do I change the opening hours?
- How do I close the site on a bank holiday?
- How do I set the time zone?
- How do I add a forklift?
- How do I create an inspection checklist?
- Draw your yard in the Layout Builder
- How do I add a dock?
- How do I draw my yard?
- How do I publish the layout?
- Why doesn't my new dock appear?
- How do I draw a road?
- Find your way around Site Admin
- Where are the site settings?
- How do I turn on two-factor authentication?
- How do I make two-factor authentication mandatory for everyone?
- Someone lost their authenticator — how do I reset their two-factor authentication?
- How long until an inactive user is signed out?
- How do I restrict admin access by IP address?
- How do I export our data?
- How do I stop documents being sent to AI?
- How do I switch off all AI for our organisation?
- Can YARDtwin support see our data?
- How do I give YARDtwin support access?
- Set up yard operations
- How do I put a dock into maintenance?
- What is a staging buffer?
- How do I make a seal check required?
- How do I add a supplier?
- How do I schedule a yard check?
- How do I stop bookings on a date?
- How do I send a material to a particular dock?
- How do I let the gate pair deliveries that come on one truck?
- Set up the warehouse docks
- How do I make a trailer photo required?
- Can holds be raised automatically on a temperature excursion?
- How do I record batch numbers at the dock?
- How do I change the departure checklist?
- We scan pallets in our WMS. What do I change?
- Can SAP stop a truck being loaded?
- Set up the gate, induction and shifts
- How do I let drivers check in from their phone?
- How do I make the seal check required at the gate?
- How do I set up the site induction?
- How long until users are signed out automatically?
- How do I schedule gate shifts?
- How long are driver photos kept?
- How do I make mandatory checklists hold the departure?
- Set booking rules
- How do I stop same-day bookings?
- How far ahead can carriers book?
- How do I set a booking cut-off?
- How do I make carriers' bookings wait for approval?
- How do I add a question to the booking form?
- How do I make a field required?
- How do I block bookings over lunch?
- Plan by labour capacity
- How do I stop bookings when we don't have enough people?
- What do the labour stages mean?
- How do I set up labour profiles?
- Where is the labour dashboard?
- Connect your systems
- How do I connect our WMS?
- How do I connect SAP EWM?
- Where is the webhook URL?
- How do I test an integration?
- How do I see the messages sent to SAP?
- How do I set up a kiosk?
- Create API keys
- How do I create an API key?
- Which scopes should I choose?
- I lost my API key
- How do I revoke an API key?
- Where is the API documentation?
- Set up single sign-on (SSO)
- How do I set up SSO?
- What do I give my IdP administrator?
- Can users still sign in with a password?
- How are new SSO users created?
- Switch features on and off
- How do I turn on detention tracking?
- How do I switch on the Tasks page?
- What is a capability pack?
- How do I set up automatic no-shows?
- How do I send booking reminders?
- How do I change who gets notified?
- Choose a plan and pay
- How much does YARDtwin cost?
- How do I upgrade from the trial?
- Can we pay by invoice?
- How do I change our card?
- Is there an annual discount?
- How many days are left in my trial?
- How do we delete all our data when we leave?
- Test safely in a sandbox
- How do I test a setting without affecting live work?
- How do I give our integrator a test environment?
- How do I reset the sandbox?
- Run several sites
- How do I add a second site?
- How do I copy one site's settings to another?
- How do I see all our sites together?
- What is a group?
- What does go-live state do?
- Schedule e-mailed reports
- How do I e-mail a weekly report?
- Can people without a login get reports?
- How do I stop a scheduled report?
- How do I send a report now?
- Handle privacy requests about your records
- Someone asked us to delete their data — what do I do?
- How do I export what we hold about a person?
- Where are GDPR requests?
- Can I see requests about other companies' data?
- Get GxP release notices by e-mail
- How do I find out about changes that affect our validation?
- Can YARDtwin tell our QA team about a release before it happens?
- What does the GxP flag on the changelog mean?
- How do I stop the release notices?
- Plan the site's set-up
- Which settings should this site switch on?
- Which capability packs fit my site?
- Why is a setting marked "Needs Professional"?
- Where do the pre-filled answers come from?
- Does the blueprint change anything by itself?
- How do I apply the blueprint?
- Can I undo an applied blueprint?
- What does "changed outside the blueprint" mean?
- How do I validate the set-up?
- Who can sign a validation scenario?
- Why does signing ask for my password?
- How do I get the blueprint as a document?
- Is there a training plan for my site?
- Set stage targets and alerts
- How do I get an alert when a truck waits too long for a dock?
- How does YARDtwin learn a typical unloading time?
- Why did a truck's target change?
- What does "learned from 41 visits" mean?
- How do I set a longer target for frozen loads?
Reference
- Who can see what
- Which roles can see this page?
- Why is a menu item missing for me?
- What can a gate guard see?
- Menu map
- Where is this page in the menu?
- What is the address of this page?
- Which menu items depend on a module?
- Booking statuses
- What does Checked In mean?
- What is the difference between Complete and Departed?
- When does a booking become a No Show?
- Can a no-show be undone?
- What does Awaiting approval mean?
- Glossary
- What does turnaround mean?
- What is detention?
- What is a yard jockey?
- What is the difference between a walk-in and a walk-up?
- What is a seal?
- What does GMP mean?
- Keyboard shortcuts
- Is there a keyboard shortcut to search?
- How do I undo a booking move?
- How do I close a dialog with the keyboard?
- Can I use a barcode scanner?
- Troubleshooting
- Why can't I sign in?
- Why was I signed out?
- Why can't I see a page?
- Why can't I book this slot?
- Why won't the gate accept this QR code?
- Why can't I complete this trailer?
- Why won't my file upload?
- What does Something went wrong mean?
- What's new
- What changed in YARDtwin recently?
- Is there a list of new features?
- Was this problem fixed?