Guide for: Warehouse Operator

The topics that matter for this role, in the order you'll usually need them.

• What YARDtwin doesFollow one truck from booking to departure, learn the handful of words the rest of this guide uses, and see who does what.
• Sign in and outSign in with your Organisation ID, use Google, Microsoft or your company's single sign-on, reset a forgotten password, and understand automatic sign-out.
• Find your way aroundThe menu, the site switcher, search, and the controls along the top of every screen.
• RolesWhat each YARDtwin role is for, in plain words, and which page it opens on.
• Your profile and passwordChange your name and phone number, change your password, link a Microsoft account, and turn on two-step sign-in. The shift PIN is no longer set here.
• NotificationsRead, clear and filter the alerts YARDtwin sends you, from the bell at the top of the screen or the full Notifications page.
• Get helpAsk the built-in assistant, search the help articles and this manual, report a bug, or contact YARDtwin support.
• Read the dashboardSee how the site is doing at a glance, change the period, filter by carrier or dock, drill into a KPI and act on today's risks.
• See a booking's timelineFollow one truck's visit from booking to departure, stage by stage, with every recorded action, and print it as an audit record.
• SealsSee every seal checked or applied at your site, and record a seal check outside the check-in and departure screens.
• InspectionsRun a pass/fail checklist on a vehicle, trailer or piece of site equipment, with photos and corrective actions, and see which assets are overdue.
• Do your move tasksThe yard jockey's phone screen: see your moves, accept them, start and complete each one, or raise an exception.
• Plan yard tasksCreate trailer moves and inspections for the yard jockeys, assign them, and follow them to completion.
• Start your dock shiftChoose the docks you cover on this shift, then open the dock board.
• Work the dock boardSee every truck booked on your docks, call the next trailer in, and start or monitor the work.
• Check the seal and start a trailerConfirm the seal and the trailer temperature at the dock, then start the unloading or loading clock.
• Monitor a load at the dockWatch the clock, scan pallets, log temperatures and record damage while a trailer is unloaded or loaded.
• Complete a load or put it on holdClose out a trailer with the final pallet count and outbound seal, or flag a problem for QA as you finish.
• End your dock shiftReview your shift's numbers, write a handover note and close the shift.
• Track batches on the storage floorRecord where each batch sits on the floor, move it, put it on QA hold, and find it again later.
• Manage booking documentsFind, view, upload and verify the paperwork attached to bookings, such as CMRs, PODs and packing lists.
• Who can see whatEvery menu item, and which roles see it in their menu.
• Menu mapEvery item in the left-hand menu, in order, with the page it opens.
• Booking statusesEvery status a booking can have, in the order a truck goes through them, what each one means and what can come next.
• GlossaryThe words YARDtwin and this guide use, in plain language, from audit log to yard tractor.
• Keyboard shortcutsThe keys that work everywhere, such as Ctrl + K to search, and the ones for the scheduling board, layout builder, yard map, gate and dialogs.
• TroubleshootingCommon problems and messages, from sign-in and missing menu items to booking clashes, gate refusals, dock holds and uploads, and what to do about each.
• What's newThe latest changes to YARDtwin, month by month.