Set up a Train Template

Security Note: You need the Allow train template maintenance security right in the Trains domain security rights group for this activity.

Activity Steps

Select the Transport panel in the Solution Explorer.
Expand the Train » Train Templates node.
Right-click a train template group and select New » Train Template from the menu.
The Train Template displays.
Complete the following fields as required.
- Name
- Account Number
- Default UOM—Select from the Mass units defined in the Unit Conversion Editor.
- Number of Engines
- Locomotives—Select from the locomotives defined on the Locomotives screen.
- Transport Operators—Select from the train operators defined on the Transport Operators screen.
- Loading Type—Method of recording loading transactions. Select from By Rake or By Wagon. Default: By Rake.
- Despatch Dates—Whether despatch dates are entered with times. See Set Date and Time Formats for the impact of this setting. Select from:
  - Use Global Setting (default)—Use the Enter Times With Despatch Dates setting defined on the Options screen.
  - Include Times
  - Do Not Include Times
Specify the train route:
1. Select the Details tab.
2. Perform one of the following steps to select a route defined on the Transport panel of the Solution Explorer.
  1. Select a train route from the Route drop-down list.
  2. Expand the Routes node and drag a train route into the Route field.
Note: The route must be specified and the train template must be saved before the template can be used to create train despatches.
To allow the train route for a train created using this template to be changed, check Allow Route Change.
If checked, the train template cannot be configured to allow a default unloading process flow or unloading stockpile, or to allow a train created from this template to be automatically unloaded.
To allow trains created with this template to be changed to a different train template, check Allow Template Modification. See Change the Template of a Train.
To specify loading and unloading defaults:
1. To specify default loading transaction details when only one Loading Only and one Unloading Only route point exist in the selected train route:
  1. Select the loading route point.
  2. Select the Default Loading Process Flow from the process flows and movement flows that have the loading location as a destination location.
  3. Select the Default Loading Stockpile from the stockpiles at the source location of the selected Default Loading Process Flow. For a movement flow, select the source location or a sub-location.
2. To specify default unloading transaction details when only one Loading Only and one Unloading Only route point exist in the selected train route:
  1. Select the unloading route point.
  2. Select the Default Unloading Process Flow from the process flows and movement flows that have the unloading location as a source location.
  3. Select the Default Unloading Stockpile from the stockpiles at the destination location for the selected Default Unloading Process Flow. For a movement flow, select the destination location or a sub-location.
  4. Select whether to Auto Unload when the actual departure date is set for the train on the loading route point.
    Automatic unloading is only possible if the route has two route points, and the first route point is a Loading Only route point and the second route point is an Unloading Only route point, and the second route point is selected, and a Default Unloading Process Flow has been selected and a Default Unloading Stockpile has been selected. The route must also have the travel time estimate and duration time estimate specified for the unloading route point.
To specify event templates for each route point in the train template:
1. Select the route point.
2. Select the Default Transport Event Template from the transport event templates defined on the Transport panel of the Solution Explorer.
To add allowed contributors to the train template:
1. Select a contributor group in Show Contributors.
2. Right-click in the Contributors table and select Contributor Search from the menu.
  The Contributor Search screen displays.
3. Double-click each required contributor in the Available Contributors field group to move it to the Selected Contributors field group.
4. Click Accept.
To limit the allowable stockpiles for loading and unloading:
1. Select the Allowable Loading/Unloading Stockpiles tab.
  Note: If a default loading or unloading process flow has already been specified, it displays in the Allowable Loading Stockpiles or Allowable Unloading Stockpiles table.
2. To add a process flow, right-click in the applicable table and select New from the menu.
3. Select the Process Flow.
4. Select whether to Allow All Stockpiles.
5. If Allow All Stockpiles is unchecked, select the Allowable Stockpiles.
To use the loaded product as the default product when unloading all wagons:
1. Select the Miscellaneous tab.
2. Check Use Loaded Product When Unloading All Wagons.
To define the train rakes:
1. Select the Template Rakes tab.
2. Right-click in the Rakes table and select New from the menu.
3. Complete the following fields as required.
  - Train Rake
  - Planned Rail Wagon Type—Default rail wagon type for each rake. Select from the rail wagon types defined on the Transport panel of the Solution Explorer.
  - Planned Number Of Wagons
  - Planned Product—Select from the products and brands defined on the Material panel of the Solution Explorer.
4. To define the rake structure:
  1. Right-click in the Rake Structure table and select New from the menu.
  2. Complete the following fields.
    - Selected—Whether the wagon sequence is included in the rake. Default: Checked.
    - Train Rake
    - Rail Wagon Type—If the rake has more than one wagon type, add rows in the Rake Structure table as required.
    - Number Of Wagons—Updates the Start Position and End Position.
5. If the Loading Type is By Wagon, to assign specific rail wagons to the train rake:
  1. Select the Wagons tab.
  2. Expand the Trains » Rail Wagons » [Rail Wagon Type] node on the Transport panel of the Solution Explorer.
  3. Drag each required wagon to the Wagons table.
  4. To reorder the rail wagons, right-click a rail wagon and select Move Up or Move Down from the menu as required.
6. If the Loading Type is By Wagon, to assign multiple rail wagons to the train rake:
  1. Select the Wagons tab.
  2. Right-click in the Wagons table and select Add Multiple Wagons from the menu.
    The Rail Wagon (Add Multiple Wagons) screen displays.
  3. Select the Rail Wagon Type if required.
  4. To filter rail wagons by name, enter text in Rail Wagon.
  5. To add a wagon from the Wagon Types tree, expand the Wagon Types tree, and double-click a wagon in the tree.
  6. Click OK.
To add costs or service charges:
1. Select the Service Charges tab.
2. Add costs as described in Enter Costs for a Despatch.
3. Search for, select and edit service charges as described in Enter a Service Charge for a Despatch.
  When trains are created using this train template, these costs and service charges are automatically added.
To override tab configuration for all trains created from this template, instead of using the tab configuration defined for the user group:
1. Select the Tab Configuration tab.
2. Click the notification to override the tab configuration.
3. Check Override User Group Settings.
4. Check Is Hidden for the tabs that are to be hidden.
5. To reorder the tabs, right-click the Tab Page Name and select Move Tab Up or Move Tab Down from the menu as required.
To add an opening survey:
1. Select the Default Opening Survey tab.
2. Check Automate Opening Survey. Only applicable if the template includes a default rake or wagon structure.
3. Select the At Route Point where the survey should be created.
4. Check Automatically Calculate Opening Survey Date if required.
  If loading or unloading transactions are present at the route point, then the date of the earliest transaction is used, minus one second. If no transactions are present at the route point, then the earliest route point date is used (ETA, ATA, and so on). This ensures that the opening survey date is prior to any transactions. If any of the transactions or route point dates are modified (for example, dates are changed or transactions are added or removed), then the opening survey date is automatically recalculated.
5. Select the Contributor Groups that will be contributor sources for the despatch stockpiles.
  If checked, the contributor value from the survey will not be overridden with any contributor values inherited from later transactions.
6. To specify default contributor values:
  1. Right-click in the Default Contributor Values table and select Add Contributor Group from the menu.
  2. Expand the Contributor Groups in the tree and select each required contributor group.
  3. Enter the default contribution Value as a percentage for the survey, for each predefined Contributor in the contributor groups.
  Note: Default contributor values are not required; however, if specified, the total for each contributor group must equal 100%.
Note: Opening surveys are specific to a despatch stockpile at a route point. Opening surveys can only be created automatically if at least one despatch stockpile (that is, rake or wagon) is set up in the train template. An opening survey cannot be created automatically if a rake or wagon is added to a train after it has been created from the train template.
Click Save.