Physical 2 Digital

Overview 2

• P2D System Overview
• What P2D does

Administrators 4

• Shipments > Create Shipment
• Shipments > Shipment ID > Create New ASN
• Users > Add/Amend User
• Add Locations

Operatives 2

• Scan TELs
• Apply Seal

Drivers 3

• Begin Tracking
• Drop Off
• Pick Up & Start Tracking

Redistribution Centre Operatives 4

• Remove Seal
• Scan VLM
• Scan TELs
• Apply Seal

Store Operatives 3

• Remove Seal
• Scan VLM
• Apply Seal

Documentation 1

• Data Entry Requirements

Overview 2

• What is P2D
• Glossary

Overview 2

• What is P2D
• Glossary

Home Page 1

• The P2D Home Page

Support and Training 1

• Support Options

Accounts 5

• Creating Accounts
• Setting Account Privileges
• Managing your Account
• How to reset a forgotten password
• Can an account view multiple sites?

Departments 3

• Add a Department
• Modify or Delete a Department
• Copy Departments

Devices 3

• Adding a Device to a Site
• Removing a Device from a Site
• Unable to add Device

Documents 4

• What is Document Centre?
• Adding a new Document
• Modify a Draft Document
• Modify a Distributed Document

Incidents 11

• Adding a New Incident
• Modify an Incident
• Incident Revision Control
• Adding Documents to an Incident record
• Adding Events to an Incident record

View all 11

Locations 5

• Adding a New Location
• Entering the details of a Location
• Modify or Delete a Location
• Copying Locations between Sites
• Tools to help you with entering location details

Notifications 5

• What are Notifications?
• Configuring Notifications
• Configuring Tour Notifications
• Viewing Notifications
• How do I filter my Notification emails?

Positions 2

• Adding a New Position
• Modify or Delete a Position

Schedules 7

• What is a Schedule?
• Adding a New Schedule
• Adding a Schedule Recurrence
• Adding Exclusions to Schedule Recurrence
• Adding a Schedule Recurrence Expiration

View all 7

Shifts 6

• Adding a New Shift
• Adding a Shift Recurrence
• Adding Exclusions to Shift Recurrence
• Adding a Shift Recurrence Expiration
• Adding a Shift as an Exception

View all 6

Sites 4

• Adding a New Site
• Modify Site Details
• Managing your Sites
• Grouping Sites

Tours 7

• What is a Tour?
• Adding a New Tour
• Adding Locations to a Tour
• Adding Questions to a Location
• Adding Actions to a Question

View all 7

Users 2

• Adding a New User
• Modify or Delete a User

Work Orders 6

• Adding a New Work Order
• Modify a Work Order
• Work Order Revision Control
• Adding Documents to a Work Order record
• Adding Pictures to a Work Order record

View all 6

Settings 8

• Adding a New Class, Group or Category
• Document Settings
• Incident Settings
• Adding Incident Fields
• Schedule Settings

View all 8

Activities 2

• Activities - View Activities
• Add a New Activity

Documents 2

• Viewing Documents
• Required Documents

Forms 3

• Starting a Form
• Sectioned Forms
• Form Questions

Incidents 9

• Create An Incident Report
• Incident Details - Description and Categorization
• Incident report - Adding an Event
• Incident Report - Adding a Person
• Incident report - Adding an Injury

View all 9

Schedule 6

• What is a schedule?
• Viewing a Schedule
• Starting a Schedule
• Pausing a Schedule
• Resuming a Schedule

View all 6

Tours 8

• Starting a Tour
• Tours - Ordering
• Tours - Confirming a Location by Barcode
• Tours - Confirming a location by NFC
• Tours - Confirming a Location by GPS

View all 8

Work Orders 5

• Create a Work Order
• Work Order Details - Categorisation and Description
• Work Order report - Adding a Picture
• Work Order report - Adding a Product
• Work Order report - Submitting the Work Order