Workflow Options

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 to a user or work group are always shown in the workflow regardless of date.

No

Disable document count display?

When disabled, the ‘Docs’ column is hidden and a count of the physical documents is not performed. This should be disabled when there is an issue with the documents server.

No

Disable lock of job in workflow?

Do not mark the job as locked by the user when going to job registration from workflow. When this option is used, cherry picking cannot be turned off. This means that the screens “Workflow/Workflow Administration/Input Workflow Work Groups” and “Workflow/Workflow Administration/Update User Workflow Groups” will not allow the “Cherry Picking” flag to be updated to “N”o.

No

Warn only when job is locked?

Allow users to go to job registration from workflow for a job locked by another user in workflow, they are given a warning only and not prevented from going to the import job registration screen.

No

Workflow screen waits while user in job registration?

The workflow screen is disabled when the user selects a jobs and is directed to the job registration screen. The workflow screen becomes active again when the job registration screen is closed.

Yes

Show jobs with invalid customer codes?

Show jobs in workflow that have customer codes that are not in the Customer Master File. This is useful when jobs are created via an interface and the customer codes are sometimes not valid.

No

Refresh workflow screen after job registration?

The workflow screen is refreshed automatically when a user closes the job registration screen (that was opened from workflow).

Yes

Keep user sort on refresh?

Keep the user’s column sort when refreshing the workflow screen.

No

Auto-initiate workflow screen for users?

The workflow screen is initiated from login. This only applies to sites with the Workflow module, where the user has been added to an active work-group. This option is for users that are not managers.

No

Maximum number of jobs shown on workflow screen for users

The maximum number of jobs shown on the workflow screen for users that are not managers. Please note that increasing this parameter may have an impact on the workflow screen speed.

800

Auto-initiate workflow screen for managers?

The workflow screen is initiated from login. This only applies to sites with the Workflow module, where the user has been added to an active work-group. This option is for users that are managers.

No

Maximum number of jobs shown on workflow screen for managers

The maximum number of jobs shown on the workflow screen for users that are managers. Please note that increasing this parameter may have an impact on the workflow screen speed.

2000

Use shipper and consignee name from cargo report?

This is only available for sites with the FORWARDING module enabled. When jobs with invalid customer codes are displayed the customer and supplier name will be taken from the air or sea cargo report (if present).

No

Allocate Customer Service Operator

When a job is created, the CSU role will be allocated to the customer service operator that has been set up in the customer master file for the job’s customer code.

Tasks with a category that has been allocated to the CSU role will be assigned to that specific operator.

This option is linked to the DOCA (Documents Attached) event and the DOCM (Documents Missing) event. When the DOCA event is created, the CSU operator assigned to the job will be unassigned. When the DOCM event is created, the CSU operator will be assigned to the job.

No

Ignore Branch and Department

Ignore the job department and user’s branch when selecting jobs to show in workflow when the work group has a customer group.

Hold job tasks until DOL?

This is only available for sites with the CUSTOMS module enabled. Jobs with tasks to be done after DOL (Date of Lodgement) in the milestone sequence will not be shown to the associated roles until the DOL milestone is completed (even if considered to be skipped).

No

Set effective last step before any skipped

This will reset the effective last step in the workflow to the last step completed without any prior skipped steps. This is to stop allocation of skipped steps out of sequence when steps are completed out of sequence. This option can be applied to all roles or to a selection.

 No