Workflow Overview

Job Tracking (Stage One)

Allocate a sequence of steps or events that are required to be completed on a 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.)

Milestones can be selected from a comprehensive list of system or manual event types. These event types already exist. The system events are recorded automatically when a user performs an action through the menus or when a background process executes such as an interface. Setting up milestones is done by nominating which of these events are considered imperative to the best practice completion of an job.

Expedient can:

• Track a status against each Job that is updated automatically based on the last milestone that was completed.
• Define an exception condition against each milestone. This allows you to define when a milestone will be considered to be in exception if it has not been completed within a particular time frame from another date (eg ETA, Job Registration, Sea Cargo Lodgement).
• Allow each milestone to be assigned a category. This category is a classification of the “type of work” of the milestone (eg. Forwarding, Accounting, Customs, Transport).
• Allow for a high level real-time view of the number of jobs at each status or in exception with drill-down capacity describing the precise exception condition that has been breached with direct access to the Import Job Registration screen.
• Provide various Job Status and Exception reports.

So far the above describes the job tracking functionality. It is recommended that the above functionality be used initially to refine the job milestones and exceptions. The next stage is Workflow.

Workflow (Stage Two)

This stage of implementing workflow extends the job tracking functionality so that jobs can appear in a user’s workflow screen in a customised order showing them the task that they are required to complete. This involves allocating milestone categories to personnel roles and using this to create workflow teams.

Import Job Registration

When Job Tracking is enabled each job will be allocated a set of milestones. In the Job Registration Screen the first thing that you will notice is that each job will have a status displayed in the top right hand corner (Milestone). This is the status of the job which is the last milestone that was completed (by sequence).

In the job registration screen these can be accessed by the Milestones toolbar button.