2 - Permissions

To have access to this functionality, the permission "Maintain Route", “Maintain Path”, “Maintain Bank Account” and “Maintain Worker” must be granted to the profiles responsible for controlling the registration.

To grant such permission, read the article: Grating access permissions

3 - Standard Bank Account Register

• On Records > Persons > Workers, select the worker and click on the option “Bank accounts”, button “add”.

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4 - Registering an Advanced Payment

4.1 To register a route, go to: Records > Logistics> Routes

4.2 The page “Routes" will display all listed routes, if registered.

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4.3 Click on the icon “Add” to inclide a new route.

4.4 On the field “Type” select “Advance”

4.5 The window template will be changed and 3 fields will be displayed for filling.

Description - Name and describe briefly this route. This description will be how the path will be included by the search
Type - Here the type of path will be inserted. As the type “Advance” was selected, this is what will be displayed.
Calculate automatically based on Distance Refund Table - The calculation will be automatic based on registered amount from the Distance Refund Table
Value - Type the amount paid to the route.

4.6 To proceed with the tutorial, the example will receive the Description “ Route $50” and the amount will be “$50,00”

After filling the fields, click on “Save and Close” to finish or “Save and New” to register new routes.

4.7 After finishing the register, the advance payments can now be listed. Filter by type selecting “Advance”.

Obs.: If the user wants to edit a route, click above it. To delete a route, select it on the checkbox and in the sequence, click on “Delete“.

4.8 Now the Advanced Routes are ready to be used.

5 - Understanding Paths Logistics

A path is made with many routes. The displacement of a worker from their house to the workplace is called Path. To ensure this path to happens, the worker must leave the residence and go to the bus terminal or airport and travel to other region and then to the workplace. In this travel, 3 routes were accomplished: Home → Bus Terminal or Airport (A) / Bus Terminal or Airport (A) → Bus Terminal or Airport (B) / Bus Terminal or Airport (B) → Workplace

6 - Changing a Path

When informing the place of work or training for a worker, DRAKE will generate a path. Automatically this path will be filled with the routes registered previously, however, on some cases it will need further information that will be filled manually.

6.1 To access the Paths, go to: Records > Logistics > Paths

6.2 Notice the column “Status”. When the path needs more information, will be as “Missing“ . In this case, click above the worker and the path will be changed manually. The window below will be displayed.

6.3 Select the tab “Going” or “Return“, as necessary. On both cases the template is similar, the difference will be the reversed route. On the tab “Going” may be missing some information to complete the path and in this case the user adds an “Advance”. However, click on “Add” to include a new route.

6.4 A new window will open. There is allowed to include any registered routes, as displayed on item 3. To add an Advance, the “Type” must be defined as “Advance”.

6.5 Select the advanced payment and click on “Save and Close”.

6.6 A new route is now added to the worker.

6.7 Usually the worker will need to make the reverse path to go back home. On the tab “Return”, select “Reverse” and DRAKE will fill the reverse path automatically. If a new return is needed to register, add or delete as prefer.

6.8 If the information is complete, click on the tab “Main”, select the button “Status” and change the information to “Complete“.

6.9 Click on “Save and Close“. Now the path is complete and ready to generate a new logistic need to this worker.

7 - New “Appointments” setting

When adding or editing an appointment, is possible to add the advanced amount - regardless the registered advances on “Paths”, considering that these are spot appointments.

7.1 Go to: Tasks > Logistics > Appointments

7.2 When adding or editing the fields “Bank Accounts” and “Pay Advance“, it will be now available.

• The field “Bank Accounts” will be automatically filled with the data registered previously.

• The field “Pay Advance“ can be informed, if necessary..

8 - Export batch of advances

A new page has been created to allow the user to export the advances, similar to the payroll export, where the worker can select an export setting (Set on Configuration) and a period where these events are between the chosen dates if the batch has a bank account and an advanced amount to export.

8.1 Go to: Tasks > Logistics > EXPORT BATCH OF ADVANCES

8.2 Click on the button "" and the window below will be displayed:

8.3 Select the configuration, according to the defined template, start and end dates to export, and click on “Execute“.