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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 the 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 the second picture below). Create a project shipment should only be checked if the user wants the shipment to be created within a project.

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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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  • Select a logger:
    • In the dropdown the user can find a list of loggers that are free or in use. Only free loggers can be used. Either the The user can either type in all or part of the logger ID that is to be selected or select it directly from the list. If the user wants to add another logger then the button , then they must click the add another logger is clicked, then button. After that, another dropdown will appear below the other logger where the user can find and select a logger. Another way to add a logger is to click the button scan barcode, that should doing so will open a modal window where the user can scan a barcode on the back of a logger and then select the logger is then selected from the logger dropdown list, if menu. If the logger is successfully found and added to the shipment, the scan barcode modal view is closed automatically. If the logger is not found, has already been added to the current shipment, or is in use in another shipment an error modal view appears that and suggests to scan another logger barcode. Note that only 4 loggers can be added to each shipment. If a customer has the setting logger description and/or logger reference set on the customer level, the user will see two extra fields below the logger selection (see picture below), one for Reference and another for Description. When a logger has been selected, the field Wake-up interval will be displayed with a default interval pre-selected. If there are is more than one available wake-up intervals interval, the user can select what he prefers. The wake-up interval implies at what interval the logger wakes up from sleep mode.

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  • Basic info: 
    • The user needs to fill in the Shipment name/reference field and can optionally has the option to add a Shipment description.

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  • Shipping & Delivery:
    • User selects a Shipping origin and a Delivery destination.
      (if appropriate locations do not appear in the drop down lists, please see here how to create new locations. Note that only locations from the currently active project, if any, will appear as options)
    • Once the locations have been selected, an appropriate Shipping method and Delivery method is selected.
      (more information about the available methods can be seen here).
    • The user will need to select an Ignore period for the shipment. The ignore period defines the duration at the start of a shipment where measurements do not trigger excursions for the shipment (as the temperature often needs to set in, e.g. when putting a warm logger into a cold shipment and shipping right away).
    • Optionally a Delivery deadline can be set. After this deadline passes, the shipment will be marked as being late.

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Users will be able to review their full shipment on a single screen before confirming the shipment creation. Both for a custom shipment and shipment created with a pre-defined template. From the review page the shipment can be created or the user can click the back button if he needs to change anything. The back button can be clicked in all steps to go to previous step. To Review and Confirm shipment the user can check the checkbox preview shipment before create in the final step of the shipment form, whether it is a custom shipment form with three steps or template-based form with fewer steps. A single page review will open with all information added in the shipment creation form. If customer has logger description and/or logger reference customer setting set then a table of all loggers and there info is displayed if not then a list of loggers is displayed.

Batch shipment creation

When a user needs to add more than 4 loggers to a shipment then a batch of shipments will be created. That is multiple identical shipments are created with 4 loggers at most per shipment. If a user adds e.g 6 loggers in the create shipment form and creates the shipment, two shipments will be created where the first shipment has 4 loggers and the second shipment has 2 loggers. When a batch of shipments is created each shipment name gets the suffix  "- {{no. of shipment}}/{{batch shipment count}}". When more than 4 loggers are added in the create shipment form a info message appears informing the user of what will be done: "You are adding more than 4 loggers to the shipment. If you add more than 4 loggers to a shipment, multiple identical shipments will be created instead of one shipment with multiple loggers. Each shipment will have up to 4 loggers." After the batch of shipments have been created the user is routed to the first shipment created.

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