The first step in implementing workflow is to define the sequence of steps or events that are required to be completed on an import job from creation to completion. These are the job milestones.
These milestones are defined by you to suit your internal operational process and procedures, and can be defined by job profile.
Job Profile is described by the following characteristics:
- Department
- Job Type (Freight Forwarding Only, Customs Only, Freight Forwarding and Customs)
- Mode Type (Sea, Air, etc)
- Container Class (FCL, LCL, etc)
Steps to setting up Milestones
This is the time to sit down with your staff and understand your own internal process for each job type. It is a great time to standardise your processes. It is a good idea to document what are the tasks performed by staff for import jobs taking note of :
- The differences between job profiles as defined above.
- The conditions that are used to determine when a job is in exception.
It may be helpful to look at an example of each type of job that is commonly processed by your staff and to examine the events that get generated by the system for the various processes. To do this use: Job Registration, Options – View/Add Events. The codes used in the “Type” field are the Event Codes that can be used as milestones. To see a full description of each event code, how and when it is created by the system, select “Add” on the “View/Add Events” screen, Zoom on the “Event Type” field and use the “Details” button to display full information on each event
Start adding your milestones into the system. Use the screen Administration > Job Tracking > Import Job Milestones or Administration > Job Tracking > Export Job Milestones
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Field Name |
Description |
Validation |
Default |
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Department |
Enter or press Zoom to select a valid department or “ALL” for all departments.
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Mandatory |
ALL |
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Job Type |
Enter or select a valid job type from the drop down list. A valid job type can be selected from: Customs Freight Forwarding Both Customs and Freight Forwarding All
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Mandatory |
Blank |
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Some Helpful Hints |
What does a job type of “Customs” mean?
A job type of “Customs” means that the customs work for these jobs is being done by your company. Within the Expedient System this means that the Customs Broker that you have entered in the Import Job Registration screen is defined in the Customer Master file as “Own Company”.
Note: The job type “Customs” means “Customs Only”. That is, the freight forwarding is not done by your company.
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Some Helpful Hints |
What does a job type of “Freight Forwarding” mean?
A job type of “Freight Forwarding” means that the freight forwarding work for these jobs is being done by your company. Within the Expedient System this means that the Forwarder that you have entered in the Import Job Registration screen is defined in the Customer Master file as “Own Company”.
Note: The job type “Freight Forwarding” means “Freight Forwarding Only”. That is, the customs work is not done by your company.
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Some Helpful Hints |
What does a job type of “Both Customs and Freight Forwarding” mean?
A job type of “Both Customs and Freight Forwarding” means that the customs and the freight forwarding work for these jobs is being done by your company. Within the Expedient System this means that the Broker and the Forwarder that you have entered in the Import Job Registration screen is defined in the Customer Master file as “Own Company”.
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Some Helpful Hints |
What does a job type of “All” mean?
A job type of “All” applies to all jobs.
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Mode Type |
Enter or select a valid mode type from the drop down list. Valid mode types include Sea, Air and All. The list of mode types is equivalent to the Zoom list in the “Job Type” field in the Import Job Registration Screen.
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Mandatory |
Blank |
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Container Class |
Enter or select a valid container class from the drop down list. Valid container types include FCL, LCL and “All Container Types”. The list of mode types is equivalent to the drop down list in the “Job Class” field in the Import Job Registration Screen.
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Mandatory |
Blank |
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Some Helpful Hints |
What container class is applicable to “AirFreight”?
The Container class is only relevant to SeaFreight, so for all other mode type use “All Container Types”. |
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