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Omnitracs Knowledge Base

Import/Create Macro Templates

 

Macros are electronic forms that dispatchers and drivers can fill out. These “templates” save time and reduce errors.

If you have no macros defined, you are prompted to import one of the following standard sets: Dry van, Flatbed, Reefer, LTL, Private Fleet, and Tanker. You can then modify them to match your business practices. Omnitracs recommends you click the hyperlink to review the macros before importing and only import if they meet your business needs. If you decide not to import you can create custom macros that better meet your needs. You will be prompted to import a set until you choose one or create custom macros. If you later decide you want a different set, you will need to delete all of your existing macros in order to be able to select a new set to import.

To Import a set of macro templates

Note: If you choose not to import any macros, you will be prompted to do so each time you visit the page until you create a custom macro or import a set.

  1. In QTRACS Setup, click Macros.
  2. A pop-up window prompts you to select a default set of macros.
  3. Do one of the following.
    • Click the radio button next to the macro set you want to import to select it and click Import
    • or if you do not want to import any macros and prefer to make your own custom macros, click No, thanks. You can always create additional custom macros and edit default macros even if you do import a default set.
  4. If you selected a set to import, the macro list will populate with all of the imported macros and they will be marked as pending. The import typically only takes a minute or less. Wait a minute or two then click the Macros tab to reload the page. Once all macros have been successfully imported, you can edit the macro templates or create custom macro templates as needed.

To edit a macro template

  1. In QTRACS Setup, click Macros.
  2. Select the type of macro, forward or return, from the drop-down list.
  3. Click the macro name.
  4. Add or change fields and labels as needed. If you need a field that does not appear, click the link below the field list and add one.
  5. When you finish making changes, click Save.

To create custom macro templates

Note: When you're creating a return macro, you must select either a macro coverage or the vehicle coverage as the recipient of the message. An example of a macro coverage is a return macro for driver hours that is sent to the Payroll address list.

  1. In QTRACS Setup, click Macros.
  2. If you're creating a forward macro, click Create Forward Macro. -OR- If you're creating a return macro, select Return from the Macro Type drop-down list, then click Create Return Macro.
  3. Type an unused forward or return macro number between 1 and 63.
  4. Fill out the remaining macro definition fields. For help with a specific field, click ?.
  5. Accept the default Template Builder Mode, and begin adding text and fields:
    1. To title your macro template, enter the text to use in the Insert/Update a Label box and click <<.
    2. To move to the next line, click Insert Line.
    3. To label a field, type the text into Insert/Update a Label box and click <<.
    4. To add a field, click the field in the Insert a Field list and click <<.
    5. If prompted, type the number of characters to allow in the field.
    6. To make a field required, click the item in the Macro Template box to select itthen click Required Field.
    7. To remove a label or field that you added in error, click the item in the Macro Template box to select it. Click Remove Item.
  6. Continue adding labels and fields until the macro template is complete, then click Save.
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