Enter a Draft Survey for a Service Trip

A draft survey with a back calculation corrects the quantities of the bulk loading or unloading transactions.

Security Note: You need the Allow barge draft surveys security right in the Barge Despatches domain security rights group for this activity.

Activity Steps

  1. Open the Service Trip.
  2. Select the required route point in the Route diagram.
  3. Select the Draft Surveys tab.
  4. Select a Despatch Order if required. The draft survey can be specific to a despatch order. If a despatch order is selected, only transactions associated with the despatch order display for allocation to the draft survey.
  5. Right-click in the Draft Survey field group and select New from the menu.
  6. Complete the following fields.
    • Start Date—Default: The first available date out of the Actual End (Un)Loading date, Actual Start (Un)Loading date or else the current date.
    • End Date
    • Name
    • Mass—This field is read-only if a back calculation has been applied using the draft survey.
    • Unit—Unit of measure for the draft survey mass. Select from the Mass units defined in the Unit Conversion Editor. This field is read-only if a back calculation has been applied using the draft survey.
    • Draft Surveyor—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer and that have the Organisation Role of Draft Surveyors.
    • Surveyor Contact—Select from the contacts associated with the selected Draft Surveyor organisation.
    • First Reading
    • Second Reading
    • Third Reading
    • Readings Unit—Unit of measure associated with the draft survey readings. Select from the Length units defined in the Unit Conversion Editor.
  7. Check Selected in the Transactions field group for each transaction to which the draft survey applies.
  8. Click Back Calc.

    This button is only enabled if a draft survey has been created and associated with at least one bulk transaction.

  9. Confirm the back calculation.

    MineMarket updates the selected transactions on the service trip.

  10. If a transaction needs to be edited, the draft survey must be rolled back. To roll back a draft survey:
    1. Select the draft survey.
    2. Click Rollback.
  11. Click Save.