Creating a shipment

To create a new shipment, navigate to the shipments tab and press the create a shipment button.

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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 projects, 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.

Custom Shipment

When creating a custom shipment, the user will go through 3 steps. After the 3 steps there is an optional Review and Confirm dialogue (see chapter below) where users can review their information before creating a new shipment. 

Step 1: General Information

The user adds general information about the shipment here. 

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• Load Shipment Template:
  • In the first step the user can load a shipment template by clicking the button load shipment template.

Step 2: Shipment Warning Configuration

There are 3 ways of configuring shipment warnings when creating a custom shipment:

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• Maximum number of boundaries is 6 per upper and lower, i.e. maximum 12 boundaries. 
• Temperature boundary can be set to a maximum of 300°C.
• Temperature boundary can be set to a minimum of -273.1°C.
• There cannot be a crossover between upper and lower temperature boundaries. Meaning that an upper boundary cannot have a lower temperature value than a lower boundary and vice versa.

Step 3: Shipment Contacts Configuration

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. They select what severity level alarms are to be sent to each email 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 email 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, shipping origin 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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If a template does not define contacts (for alerts and delivery notifications), the user will be prompted to select a pre-defined Shipment Contact Template or to manually define the contacts who receive alerts and notifications for the shipment. If the selected shipment template includes pre-defined contacts, this step will automatically be skipped.

Review and Confirm

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 they needs to change anything. The back button can be clicked in all steps to go to previous step. To review and confirm a 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 3 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 relevant info is displayed. If not, then a list of loggers is displayed.

Batch shipment creation

A batch of shipments is  created when a user needs to add more than 12 loggers to a shipment. 

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