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Load Sessions

Load sessions are the core operational workflow for loading equipment onto vehicles or preparing for events. This guide explains how to use load sessions effectively.

Understanding Load Sessions

A load session represents a single loading operation for a project. It tracks:

  • What was planned to be loaded
  • What has actually been loaded
  • Missing items
  • Extra items (not in plan)

Creating a Load Session (Producer/Admin)

  1. Navigate to a Project detail page
  2. Click Create Load Session
  3. The session is created and opened automatically

Load Session Page

The load session page provides a friendly interface optimized for operational use.

Status Cards

At the top, you'll see four status cards:

  • Planned: Total items planned
  • Loaded: Total items loaded
  • Missing: Items not yet loaded
  • Extra: Items loaded but not in plan

QR Scanner

The main interface features a large QR scanner:

  1. Position the QR code in view
  2. The system automatically processes the scan
  3. Confirmation dialogs appear when needed

Quantity Operations

For items with quantities in the plan:

  • Quick buttons: +1, +5, +10, -1, -5, -10
  • Adjust quantities without scanning
  • Real-time status updates

Scanning Assets

Asset in Plan

  1. Scan the asset QR code
  2. Asset is automatically loaded
  3. Status updates immediately

Asset Not in Plan

  1. Scan the asset QR code
  2. Confirmation dialog appears
  3. Choose:
    • Yes, load: Add to plan and load
    • No, cancel: Ignore the scan

Collision Detection

If an asset is already loaded elsewhere:

  • System detects the collision
  • Shows conflict details
  • Requires override reason if proceeding

Scanning Kits

Global Kit (Complete)

  1. Scan the global kit QR code
  2. All kit members are automatically loaded
  3. Status updates for all items

Global Kit (Incomplete)

  1. Scan the global kit QR code
  2. System shows missing items
  3. Scan individual pieces to complete

Project Kit

  1. Scan the project kit QR code
  2. Kit details are displayed
  3. Individual items must be scanned separately

Load Planning

Before scanning, you can plan what needs to be loaded:

  1. Click Plan button in session header
  2. Add plan lines:
    • Asset: Specific asset
    • Item Qty: Item with quantity
    • Global Kit: Complete global kit
    • Project Kit: Project kit reference
  3. Plan lines appear in the session

Closing a Session

When loading is complete:

  1. Click Close Session button
  2. Confirm closure
  3. Session status changes to CLOSED
  4. No more scans can be added

Note: Closed sessions cannot be modified.

Real-Time Updates

The load session page:

  • Polls status every 2 seconds
  • Updates automatically
  • Shows current progress
  • Displays missing/extra items

Best Practices

  1. Plan First: Create a load plan before starting
  2. Scan Systematically: Work through items methodically
  3. Check Status: Monitor missing/extra items regularly
  4. Handle Collisions: Review and resolve conflicts promptly
  5. Close When Done: Close sessions when loading is complete

Troubleshooting

Asset Not Scanning

  • Check QR code is clear and readable
  • Verify asset exists in system
  • Check session is open

Quantity Issues

  • Use quantity operations for items
  • Verify planned quantities
  • Check for missing items

Session Won't Close

  • Ensure all planned items are loaded (or intentionally skipped)
  • Check for open confirmation dialogs
  • Verify you have permission to close