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When creating a shipment users can select between creating a template-based shipment from pre-defined templates and creating a custom shipment (without templates). If a user has access to a project then he can create a shipment (globally) but within a project (see first picture below). If the user doesn't have access to any project then the option to create shipment within a project is not available (see second picture below). Create a project shipment should only be checked if the user wants the shipment to be created within a project.
Custom Shipment
When creating a custom shipment the user will go through three steps. After these three steps there is an optional Review and Confirm dialogue (see chapter below) where users can review their information before creating a new shipment.
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User can select a pre-defined contacts template, define custom contacts or not add any contacts for the shipment. The user defines custom contacts by inserting the contacts manually for the shipment by using the add buttons. He selects what severity level alarms are to be sent to each E-mail and SMS recipient by selecting appropriate receives severity checkboxes. If selected logger allows severity level notification then the fourth checkbox is displayed in front of the Low severity checkbox. Note that 5 E-mail alert recipients and 3 SMS alert recipients can be selected. Delivery notifications can be sent via email when a shipment has been delivered and additionally a PDF report with temperature history can be attached to the notification email. The report is attached by checking the Include Report checkbox when adding delivery notification recipients. Note that 15 Delivery notification recipients can be selected. In the add contacts step the user can load a shipment contacts template within the custom contacts section by clicking the button load shipment contacts template.
Template-based shipment
If a user chooses to create a template-based shipment they will need to choose a shipment template in the initial step. The system will read through the template and make note of what information is missing from the template. If an information is missing from the template (e.g. logger ID, shipment name and shipment description and delivery destination), the user will be prompted to fill in these fields. All other fields will be pre-populated with data from the template.
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