Tips for the Back Office

Moving between daily sheets
Easily move between a driver’s daily sheets using the Previous and Next sheet items or click on the Load Sheet item to use a calendar to select a date. The Today item will bring you back to today’s daily sheet for the driver. You can also click in the Date field on the daily sheet to select a specific date from the calendar.

work diary mate moving between sheets

Adding a Driver
Click on the Driver menu item to add your driver’s identification details into Work Diary Mate.work diary mate driver menuwork diary mate maintain driver
You can leave the Driver Category blank, select from the drop list or add a new Driver Category by simply typing in the field and clicking the Save Driver button. The new category will be added to the drop-down list.

Similarly you can leave the Driver Base blank or add a new Driver Base by simply typing in the field and clicking the Save Driver button. The new driver base will be added to the drop-down list. This field can be used to differentiate drivers from different locations and is helpful to reduce the length of your driver drop down list.

The Driver Start Date and Driver End Date fields relate to when drivers started and ended working for you. If the Driver End Date is entered and is in the past, this driver will not show in your driver drop down lists and will help reduce the length of your driver drop down lists.

The Show all drivers check box is used to give you a full list of all your drivers. This includes drivers from all your Driver Bases and drivers who have left your employment. (i.e you have entered a Driver End Date prior to today.)

Drivers using Work Diary Mate for Mobile, can synchronise their data automatically from their mobile devices directly into our Work Diary Mate for the Back Office software. Click here for more information on how to set this up.

Daily Sheet
The daily sheet is an exact copy of the driver’s paper work diary which makes it easy to transfer across your driver’s activities. Areas of the daily sheet where you can enter in information are indicated with a red border in the example below. work diary mate daily sheet

You can print a copy of a daily sheet by simply clicking the Print menu item.

work diary mate print menu option

Checking for Breaches
Click and drag in the My Work section to enter your driver’s work hours. Work hours are displayed in green and Rest hours in blue. Work Diary Mate will identify any breaches of the work and rest hour options in Red. Place your cursor over the area to show a detailed description of the breach.work diary mate

Cancelling a Daily Sheet
If your driver has cancelled a daily sheet, you can record this against their driver record. Click on the Driver menu item and select the driver. Click on the Managed Cancelled Pages button and enter in the full Work Diary Number of the cancelled sheet and a comment as to why the sheet was cancelled by the driver.

work diary mate managed cancelled pages

work diary mate manage cancelled pages

Managing Work Diaries
This feature allows you to record when your drivers obtain new work diaries. You can record the number of the first and last page of each work diary against their driver record. You can include the date the diary was started and the date when the diary was finished. This will allow you to keep track of which drivers are losing books. This information feeds into the Missing Pages/Work Diary No. Exception Report which identifies missing work diary pages for you.

work diary mate mange work diares

work diary mate manage work diary

Reporting
Work Diary Mate offers you a number of reports to help you track and fix problems.

Non Conformance Report (NCR)
To the right of each daily sheet a NCR can be easily raised to record an issue and action taken to address it. The report can be printed off to give to your driver and saved electronically as PDF depending on your printer setup.work diary mate

Driver Reports
Driver reports can be generated by selecting the Reporting menu item, then Driver Reports and a date range.work diary mate reports menuYou can choose from a Summary Report by selecting the Print this table button which gives you an overview of a driver’s activity. Or a Detailed Driver Report by checking the box beside the required sheets and selecting the Print Detailed Report of selected Worksheets button. If a driver is in breach, the Detailed Driver Report gives an explanation about the assigned rule which has been breached.work diary mateThese reports can be printed off to give to your driver and saved electronically as PDFs depending on your printer setup.

Missing Pages/Work Diary No. Exception Report
This report displays any missing Work Diary pages for your drivers as well as identifying any exceptions such as invalid or duplicate work diary numbers.

work diary mate missing pages report

work diary mate missing pages report

Settings
The Settings option is located in the Help menu item.
work diary mate help menu
work diary mate settings menu

Auto Increment Work Diary Number
This feature when selected automatically assigns the next Work Diary Number for you. A Work Diary Number will only be assigned after work is entered on that daily sheet. If you don’t select this option, the Work Diary Number field is left blank on each daily sheet for you to enter manually. This gives you the flexibility to indicate when a driver has not worked on a particular day by choosing to leave the Work Diary Number field blank.

Display days with no work in reports
You can choose to display days where no work is recorded on a daily sheet in the Summary Report and Detailed Driver Report, if this option is selected.

Show drivers from Base
This option can be used to differentiate drivers from different locations and is helpful to reduce the length of your driver drop down list. You can set up different locations using the Driver base option in the Maintain Driver area.

Database Location
To be able to access Work Diary Mate from any computer in your office you can copy the database file from your computer onto a network drive. The file to copy to your network drive is c:\WorkDiaryMate\Database\NDWD_ce.sdf

On the computer you have already installed Work Diary Mate for the Back Office on, you should start the software and select Help>Settings. There is a field called Database Location at the bottom with a Browse button next to it. Click the Browse button and select the file you have just copied to the network folder (NDWD_ce.sdf ). This means that Work Diary Mate will now use this file to store your driver data.

You can install Work Diary Mate on as many computers as you like in the office. You can download the Windows Software installer from this page.

When installing the software on another computer, the first time you start the software you will be asked for the location of the database. Point to the database file you have placed on your network drive and all versions of Work Diary Mate will be pointing to this single data file.

You should also regularly back up this data file as you would any data on your network.

Sending your Work Diary to Support
If you are unsure of why a breach has occurred for a driver, this feature allows you to send your Work Diary to us so we can investigate further and offer you a detailed explanation. You can locate this option via the Help menu item.