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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 Draft shipment and Custom shipment.
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If a user has access to a project, they can create a global shipment within a project, as shown below. Create a project shipment should only be checked if the user wants the shipment to be created within a project and the applicable project is selected from the drop-down menu that appears under the option once selected. If the user doesn't have access to any projects, then the option to create shipment within a project is not available.
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All 3 types of shipments can be created with a pre-defined template as a base, and the template is selected from the available drop-down menu, as shown below.
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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.
Select a logger by using logger drop-down menu:
In the drop-down menu the user can find a list of all loggers registered to the account. Only free loggers can be used.
To add a logger to the shipment find a free logger in the list. To narrow down the search start typing in the logger ID at least two characters are required to filter results.
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The number of loggers added to a shipment is indicated in the Create Shipment form. Click the Add Logger (0) button to add loggers to the shipment. The number in the bracket shows the logger count in the shipment. On the picture below, the count is 5.
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Add logger by using barcode:
Click the button scan barcode, 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 from the logger drop-down 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 and suggests to scan another logger barcode
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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 is more than one available wake-up interval, the user can select what is preferred. The wake-up interval implies at what interval the logger wakes up from sleep mode.
The user needs to fill in the Shipment name/reference field and has the option to add a Shipment description.
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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 (start and end) for the shipment.
Optionally a Delivery deadline can be set. After this deadline passes, the shipment will be marked as being late.
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In the first step the user can load a shipment template by clicking the button load shipment template.
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Step 2: Shipment Warning Configuration
There are 3 ways of configuring shipment warnings when creating a custom shipment:
The user can manually add custom warnings by utilizing add upper/lower boundaries buttons.
The user can select a pre-defined warnings template by clicking the button load shipment warnings template.
The user can choose not to add any warnings for the shipment.
To create a temperature boundary:
Select add upper / lower boundary
Set the temperature threshold
Set warning severity
Following restrictions apply to the temperature boundaries:
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.
A template can have Origin filled out but Destination not filled out. A user would then only be asked to provide a Destination for the Shipment in the first step but not need to provide an Origin. This way, the user only needs to fill out the minimum amount of fields during the whole shipment creation.
If a template does not define any warning configurations (upper and lower boundaries), users will be prompted to select a pre-defined Shipment Warnings Template or to manually define the warning boundaries. If a selected shipment template includes pre-defined warning configurations, this step will automatically be skipped.
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.
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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.
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Batch shipment creation
A batch of shipments is created when a user needs to add more than 12 loggers to a shipment.
Once more than 12 loggers have been added to a shipment the user gets a warning that more than 12 loggers have been added to the shipment, and upon shipment creation the shipment will be split up in to multiple shipments with maximum 12 loggers in each.
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Once the shipment creation is completed multiple identical shipments are created and differentiated by a suffix in the Shipment reference stating the number of the shipment and out of how many, e.g. AWB 001-2587643 - 1/2. See below an example of a batch shipment.
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Total of 15 loggers were added to the shipment. The first shipment has 12 loggers and the second shipment in this case has 3 loggers.
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