Guide for: Gate Guard

The topics that matter for this role, in the order you'll usually need them.

• What YARDtwin doesFollow one truck from booking to departure, learn the handful of words the rest of this guide uses, and see who does what.
• Sign in and outSign in with your Organisation ID, use Google, Microsoft or your company's single sign-on, reset a forgotten password, and understand automatic sign-out.
• Find your way aroundThe menu, the site switcher, search, and the controls along the top of every screen.
• RolesWhat each YARDtwin role is for, in plain words, and which page it opens on.
• Your profile and passwordChange your name and phone number, change your password, link a Microsoft account, and turn on two-step sign-in. The shift PIN is no longer set here.
• NotificationsRead, clear and filter the alerts YARDtwin sends you, from the bell at the top of the screen or the full Notifications page.
• Get helpAsk the built-in assistant, search the help articles and this manual, report a bug, or contact YARDtwin support.
• Read the scheduling boardSee a day's or a week's bookings dock by dock, find a truck, filter by status and export the list.
• Plan a cross-dockBuild outbound loads from pallets received on inbound trucks and from warehouse stock, link loads to the deliveries they wait for, and follow them on the Cross-Dock board.
• Start your gate shiftOpen the gate screens on the gatehouse tablet; YARDtwin opens your shift at the site's gate for you.
• Work the arrivals listSee which trucks are due, which are late and which are already at the gate, and open one to check it in.
• Check a truck inFind the driver's booking, verify the driver and the paperwork, authorise entry and tell the driver where to go.
• Problems at the gateRefuse entry with a reason, handle a seal that doesn't match, and deal with missing paperwork or the wrong truck.
• A truck with no bookingRegister an unbooked truck at the gate in one step, so it's on the yard record before it comes in; the planner sorts out the booking afterwards.
• Clear a truck to leaveCheck the outbound seal and photos, have the driver sign, confirm with your password and release the truck from site.
• Hand over and end your shiftReview what's on site, leave a note for the next gate operator, and end your shift.
• SealsSee every seal checked or applied at your site, and record a seal check outside the check-in and departure screens.
• InspectionsRun a pass/fail checklist on a vehicle, trailer or piece of site equipment, with photos and corrective actions, and see which assets are overdue.
• The classic gate screenThe older single-screen gate, used by sites that aren't on the Gate v2 tablet screens.
• Manage booking documentsFind, view, upload and verify the paperwork attached to bookings, such as CMRs, PODs and packing lists.
• Sign electronicallyHow YARDtwin's electronic signatures work, from the departure sign-off to the signed record and its hash chain.
• Track life-sciences consignmentsClassify GxP consignments and keep an unbroken, hash-chained record of who has custody at the yard.
• Monitor the cold chainSee how long each temperature-sensitive consignment has been out of controlled storage, and give QA dispositions to temperature excursions.
• Who can see whatEvery menu item, and which roles see it in their menu.
• Menu mapEvery item in the left-hand menu, in order, with the page it opens.
• Booking statusesEvery status a booking can have, in the order a truck goes through them, what each one means and what can come next.
• GlossaryThe words YARDtwin and this guide use, in plain language, from audit log to yard tractor.
• Keyboard shortcutsThe keys that work everywhere, such as Ctrl + K to search, and the ones for the scheduling board, layout builder, yard map, gate and dialogs.
• TroubleshootingCommon problems and messages, from sign-in and missing menu items to booking clashes, gate refusals, dock holds and uploads, and what to do about each.
• What's newThe latest changes to YARDtwin, month by month.