EXPEDIENT SOFTWARE

The following system options can be enabled/disabled in the Workflow Administration/Workflow Options screen:   Option Description Default   Always show jobs with blank date? This only applies to non-transport work groups with a ‘Show When’ condition. The blank date applies to the date used in the “Show When” condition. Jobs that have been allocated manually […]

The screen provides the ability to set the order for the jobs listed in the workflow screen. This screen is found in Workflow > Workflow Administration > Workflow Sort The first, second and third level sorts can be set. If Job Type is selected as a sort order an additional table will appear allowing the […]

This screen allows only the users ports to appear in their workflow.  Users assigned to the branch in this screen will see the jobs for the destination ports listed. This screen is found in Workflow > Workflow Administration > Input Ports For Branches   Field Name Description Validation Default Branch Code Enter or select a […]

In the Customer Master file screen we have the ability to add a customer group against the customer. Sometimes a further level of override is required on the customer group. This allows a customer’s jobs to be redirected to a specific workflow based on customer group, job type or department and destination port. This screen is […]

This screen allows you to see all the work groups of which a user is a member and to add or remove the user from work groups.  This screen is found in Workflow > Workflow Administration > Update User Workflow Groups. The following details can be updated on current groups: Role Cherry Pick Field Name […]

So far you will have completed the following steps: Set up milestones and given each milestone a category. Set up user roles and given each role one or more milestone category. Now you want to tell the System how your office works. Which section of your option does what kind of work and who within […]

Workflow Role Categories tie job milestones to a user role i.e. who does what, at a high level. We can then assign a role to a user within a particular work group/team. This screen is found in Workflow > Workflow Administration > Input Workflow Role Categories.    Field Name Description Validation Default User Role Select […]

Now, remember when we set up job milestones we did this by job profile. So we set up the milestones that we thought we needed for different types of jobs like Sea Freight LCL or Air Freight. Sometimes some of these milestones are just not applicable for some customers. To exempt some milestones for some […]

This screen holds all the customer groups that are used to set up Workflow. This screen is found in Administration > Job Tracking > Customer Groups     Field Name Description Validation Default Customer Group Enter a customer group code (up to 10 char) Mandatory Blank Group Name Enter a customer group name Mandatory Blank

Now that you have set up your import job milestones, it is time to turn on the Job Tracking module. The first decision you have to make is whether to use job tracking for all customers and all jobs or to enable it on a customer by customer basis. If you elect to enable on […]

Job Milestones are allocated to each job on creation. The selection of which milestones will be allocated to a job occurs in the order defined in the table below. You will notice that the process proceeds from an attempt to make an exact match on the job profile progressively to a more general match on […]

Now, remember when we set up job milestones we did this by job profile. So we set up the milestones that we thought we needed for different types of jobs like Sea Freight LCL or Air Freight. Sometimes some of these milestones are just not applicable for some customers.  To exempt some import milestones for […]

This option allows you to copy the currently displayed set of milestones. When selecting this option you will be required to enter the new Customer and Job Milestone profile information. This option is available within the option menu of the following screens Customer Import Milestones Customer Export Milestones  

These screens are used to set up the milestones that will be assigned to each import, export or domestic job on creation (or entry into the workflow). These screens can be found in Administration > Job Tracking Export Job or Domestic Job milestones that are specific to a customer can be defined on this screen. Customer […]

This option allows you to copy the currently displayed set of milestones. When selecting this option you will be required to enter the new Job Milestone profile information. This option is available in the following screens Import Job Milestones Export Job Milestones  

This option allows you to copy the currently displayed set of milestones to a new Customer.  When selecting this option you will be required to enter the new Customer Code. This option is found in the options menu in the following screens Import Job Milestones Export Job Milestones 

Any modifications made to the job milestone set-up are only reflected in any jobs created after those modifications have been saved. If you want the modifications to apply to jobs created before the modifications were made then use this option. This option is found in the options menu in the following screens Import Job Milestones […]

These screens are used to set up the milestones that will be assigned to each import, export or domestic job on creation (or entry into the workflow). These screens can be found in Administration > Job Tracking Import job milestones that are specific to a customer can be defined on this screen. This screen is found […]