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Shipments view
Creating a shipment
To create a new shipment, navigate to the shipments tab and press the create a shipment button.
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.
Step 1: General Information
The user adds general information about the shipment here.
- 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 user can 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 add another logger is clicked, then 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 open a modal window where the user can scan a barcode on the back of a logger and the logger is then selected from the logger dropdown list, 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 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 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 more than one available wake-up intervals the user can select what he preferes. The wake-up interval implies at what interval the logger wakes up from sleep mode.
- Basic info:
- The user needs to fill in the Shipment name/reference field and can optionally add a Shipment description.
- 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.
- User selects a Shipping origin and a Delivery destination.
- 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
User can select a pre-defined warnings template, define custom warnings or not add any warnings for the shipment. The user defines custom warning boundaries for the shipment by pressing add upper/lower boundaries buttons. User inserts the temperature that the environment cannot go above or below without raising a warning. For each alarm boundary a delay can be selected, i.e. for how long the excursion can last without raising a warning, and severity level of the warning can be set to notification, low, medium or high. In the add warnings step the user can load a shipment warnings template within the custom warnings section by clicking the button load shipment warnings template. Max number of boundaries per upper and lower is 6, i.e. 12 boundaries max. But the logger selected controls how many boundaries can be added, if more than one logger is added to the shipment the one with the lowest max boundaries allowed controls how many boundaries can be added.
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. 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.
A template can have Origin filled out but Destination not filled out, so 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.
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 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.
Shipment view
Once a user selects a single shipment in the shipments view, he will be presented with a single shipment view.
The right side of the view is split into two views, the top view has three different tabs for three different views that display shipment information. The bottom view displays a map of the route taken.
The first tab in the top view is the info tab that shows shipment information and the operations that the user can perform on the shipment.
The chart tab shows a temperature graph for the shipment. When the shipment starts the first 15 minutes are ignored. This time gap from shipped to monitoring, they grey line (see chart), is called an ignore period. In the ignore period no warnings are delivered if there are any excursions and the shipment is marked as fine. E.g. when placing a logger, that has been in high temperature, into a freezer then it takes a few minutes for the logger to cool down to the right temperature and therefor the chart under the chart tab might display high temperature spikes in this period.
The data tab shows us the temperature measurements that the temperature graph in the chart tab uses. These measurements can be viewed in the user interface, downloaded as an excel sheet by pressing the download .xlsx button or as an CSV file, by pressing the download CSV button. By clicking on the globe next to some measurement, the location where the measurement was taken will be displayed on the bottom view map.
The user can perform different operations on the shipment depending on the state that it is in. If the shipment has not yet started, the user can manually override the start method of the shipment by pressing the ship button, then the user will be presented with a ship now view where he either chooses to specify the shipping time or chooses to ship it now.
If the shipment has started, the user can manually override the delivery method of the shipment by pressing the deliver now button, then the user will be presented with a deliver now view where he either chooses to specify the delivery time or chooses to deliver it now.
When the shipment has been delivered It gets closed automatically when it has been processed and if there were no medium or high excursions in the shipment. It can be manually closed by pressing the close now button, as long as the quality of the shipment is not unknown. If the quality is unknown then the shipment needs to be manually inspected.
The user can change shipment quality, inspection status and add inspection comments to the shipment as long as the shipment has not been closed. He does that by pressing the inspection button and then he will be presented with the inspection view to do that. The shipment inspection is meant for some quality assurance person to decide whether a shipment that has had some medium or high excursions is good or bad. If a customer has the setting for electronic signatures set then the user needs to add his password to complete the inspection, if not then the inspection can be save without approval. After clicking the save button in the inspection view then the electronical signature view opens (only for customer with that customer setting set). The electronical signature view displays what action is being done, i.e. a shipment is being approved after inspection, and the users electronic signature is required, i.e. Reason for operation (required), Username and Password (required). The user can review the raw command parameters and checksum of the action by clicking show raw command parameters and checksum.
The user can Delete shipments that have not started and Cancel shipments that are shipping, delivered or closed. The user deletes a shipment by pressing the delete button and confirms it by pressing the confirm button. Deleting shipments that have not started is useful if some mistakes were made when creating the shipment. Shipments are cancelled by pressing the cancel button and the cancellation confirmed by pressing the confirm button. Shipments that are cancelled are hidden, but can be found under the search tab.
Shipment filter tabs
In the upper left corner of the shipments view, shipments can be filtered by the following 4 tabs:
Active
In the active tab shipments that are currently shipping or are recently delivered can be seen.
When shipments start shipping they appear under Currently Shipping. When the shipments get delivered they move from Currently shipping under Recently delivered.
They stay there until they are processed by the cloud, when they have been processed they are either closed automatically and moved to the closed tab, or moved to the inspection tab since. This depends on a customer setting where Shipments at or above a selected severity level will need to be manually inspected by a user. Shipments below the selected severity level will be automatically inspected and closed by the system.
Inspection
In the inspection tab shipments that have shipment quality set to undecided can be seen. Shipments end up with quality set to undecided due to Medium and High excursions in the shipments. The shipments are split into 3 lists depending on whether they have not been inspected, whether they are being inspected or if they have been inspected, but not closed.
Preparation
In the preparation tab shipments that have been saved as draft or have been created, but not shipped can be seen. The draft shipments will stay there until they are made ready and the ready shipment will stay there until they ship with one of the start methods or by pressing the ship button in the shipment view.
Closed
In the closed tab shipments that have been closed can be seen.
Search
In the search tab the user can search for shipments that have certain parameters. Shipment searches are filtered by time created, time shipped, time delivered and time closed. It's possible to search for shipments by status (required) (ready, shipping, delivered, closed and cancelled), reference/name, origin address and destination address, logger ID, Controlant shipment ID and by excursion severity.
Shipment status bar
Here below is the shipment status bar that appears in the single shipment view explained.
Shipment event types
In a single shipment view, under the info tab, all events that occur from when a shipment is created until it is delivered are displayed below the event Log. Below are all events listed up and explained.
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Light Events
- By default the light events are hidden in the interface but they can be displayed be checking the checkbox "Show light events" in the single shipment view to the right of the event log title.
- If light events are shown they are also displayed in the chart under chart tab.
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