¶ Introduction
The Checklists feature tracks events in each individual shipment and allows users to log task completion status and date, both automatically and manually.
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Navigation: go to Admin / Common / Checklists.
¶ Set up checklist
- In the Checklist table, click Add Row.
- Give inputs to the blank row.
- Transport mode: click on the dropdown select among these options.
- Name: provide name of the checklist template.
- Office: click on the dropdown to select office. This selection will synchronize with the Office information of an individual shipment.
- Customer: click on the search icon to open the Trade Partner applet. You can browse through the table to select trade partner, or query in the search bar.
- Default: click on the checkbox if you want your checklist to load as default in a shipment.
- Default for all users: click on the checkbox if you want your checklist to send to all users.
- Active: click on the checkbox to activate the checklist. Untick if you want the checklist disabled, or disappeared from a shipment.
3. In the Events table, define events to the checklist you just created. The Checklist is a parent grid while the Events is a child grid. Click Add Row.
4. Give inputs to the blank row.
- Event name: provide name of the event.
- Event type: open the dropdown to select an event type
- Manual check means the event needs to be updated manually by user.
- Automatic check means the event can be automatically logged as done and timestamped by the system. You need to choose a Base event in this case.
- Base event: open the dropdown to select a base event. Refer below table for an explanation of base events.
| No. | Base event | Trigger point |
|---|---|---|
| 1 | MBL created | Event is marked as Done and timestamped once the M/BL is created, or linked to the Shipment. |
| 2 | Shipment created | Event is marked as Done and timestamped once the Shipment is created. |
| 3 | Work Order created | Event is marked as Done and timestamped once the Work Order is created. |
| 4 | A/R posted | Event is marked as Done and timestamped once the A/R Invoice is posted. |
| 5 | A/N printed | Event is marked as Done and timestamped once the A/N document is printed. |
| 6 | A/N emailed | Event is marked as Done and timestamped once the user presses the Email / Outlook / Send button for the A/N document. |
| 7 | A/N downloaded | Event is marked as Done and timestamped once the A/N document is downloaded. |
| 8 | A/R printed | Event is marked as Done and timestamped once the A/R document is printed. |
| 9 | A/R emailed | Event is marked as Done and timestamped once the user presses the Email / Outlook / Send button for the A/R invoice. |
| 10 | A/R downloaded | Event is marked as Done and timestamped once the A/R document is downloaded. |
5. Click Save.
¶ Duplicate checklist
- To copy from an existing checklist, in the Checklist table, select a row. Click on the Copy Row button.
2. A new checklist is created, with - Copy suffix added to its name. This row loads the same Checklist and Event information as the original checklist.
¶ Work with checklists in a shipment
1. Create a new shipment from the Shipment List, or open an existing shipment in the Shipment Detail screen. Refer Shipment Entry, Shipment Detail
2. Once a shipment has been created, in the Shipment Detail screen, open the Checklists tab.
3. A checklist will load in this tab, given that there is already a checklist defined in the Checklists screen that match the conditions of this shipment.
4. In the Template dropdown, there can be multiple checklists sent to an individual shipment. The default checklist should be loaded on top.
In the grid below is the same list of events created in the Checklists screen. Refer Set up checklist
5. If the Event type is Automatic check, the Done and Done date columns are updated automatically.
Refer the Base event explanation to see what triggers the events as done.
If the Event type is Manual check, once you have completed the task, you can manually check the Done box. The Done date will punch in automatically. You can also edit this field manually.
6. Click Save to update the latest changes.
Refer the Base event explanation to see what triggers the events as done.