Workflow Screen

Field Name

Description

Validation

Default

Job

The job number

Display Only

N/A

House

The house bill

Display Only

N/A

Dept

The department

Display Only

N/A

Customer

The customer name

Display Only

N/A

Last Step

The last milestone that was completed on the job. This is synonymous with the job status.

Display Only

N/A

Orig

The port or origin.

Display Only

N/A

Dest

The destination port.

Display Only

N/A

ETA

The Estimated Date of Arrival of the job

Display Only

N/A

Exceptions

The number of exceptions for this job. If this is greater than zero, the line is shown in red.

Display Only

N/A

Skipped

The number of skipped events for this job. If this is greater than zero, the line is shown in yellow.

Display Only

N/A

Required Step

This is the step that is required to be performed by this user on this job.

Display Only

N/A

Docs

The number of documents that have been attached to this job.

Display Only

N/A

HB

This Y/N flag indicates if the “original Bill” has been marked as received in the “Documents Screen” for the job.

Display Only

N/A

Some Helpful Hints

How do I get to the Documents Screen?

From Job Registration, Options, Documents Screen

HB

This Y/N flag indicates if the “Original Bill” has been marked as received in the “Documents Screen” for the job.

Display Only

N/A

CI

This Y/N flag indicates if the “Supplier Inv” has been marked as received in the “Documents Screen” for the job.

Display Only

N/A

PD

This Y/N flag indicates if the “Packing Dec.” has been marked as received in the “Documents Screen” for the job.

Display Only

N/A

Entry Status

This is the status of the entry as displayed in the Nature 10/20 screen (AU & NZ)

Display Only

N/A

Locked By/Allocated To

The user name of the user that is currently working on this job. The user’s name will be displayed against a job when either:

He/she has gone to the job registration screen from the workflow screen.

The Lock/Unlock (F6) button is pressed on a job that is currently not allocated or being worked on by someone else.

It serves as a way for staff who may be working on the same set of jobs to know if someone is already working on one of them.

The user’s name will be cleared from the job when either:

The required step is completed.

The Lock/Unlock (F6) button is pressed releasing the job back into the workflow pool.

If a user has allocated a job to a particular user, that users name will appear next to the job as well.

Display Only

N/A

Role

This is the role of the user in relation to this job. A user can have one or more roles in different work groups.

Display Only

N/A

Colour

Description

No Colour

These jobs have no exceptions and no skipped events

Yellow

These jobs have skipped events but no exceptions.

Red

These jobs have exceptions. They may also have skipped events.

Button

Description

Refresh

This will refresh the workflow screen, by re-running the search for the users jobs.

Documents

This will show the same documents screen as displayed in the Job Registration screen Docs button . This allows the user to view and attach documents to the job. Multiple rows can be selected on the screen before this option is used.

Milestones

Milestones Button – This button will display the milestones for the highlighted job.

Lock/Unlock(F6)

The user uses this button to indicate that they are currently working on this job. Their user name is displayed next to the job on the screen. The button is a toggle key to lock/unlock the job. Multiple rows can be selected on the screen before this option is used.

Exc/Skipped (F5)

When used in the search results screen, this button will pop-up a new screen with the jobs relating to the selected line in the results but will only show those jobs that have an exception or that have a skipped step. Multiple rows can be selected on the screen before this option is used. When multiple jobs are selected, all the exceptions for the selected jobs are displayed in one window.

Output to CSV

Output the full results of this user’s workflow screen to a CSV file.

Double Click/Enter

Double-clicking on the mouse or hitting the ENTER key on a selected row will open the job registration screen for the selected row. This will disable the workflow screen until the user closes the job registration screen. If you want the workflow screen to remain active after the job registration screen has been opened please contact Expedient Support as this is a system level option that can be enabled.

Enquiry

This button will display a Workflow Enquiry Screen.

Job Number – Enter a job number or wild card.

MAWB – Enter a master bill number

HAWB – Enter a house bill or wild card.

Customer Group – Enter a customer group or wild card. This will show all jobs for customers with this customer group in the Customer Master File Configuration tab.

Customer Code – Enter or select a customer code or wild card.

User Name – Enter or select a user name or wild card. This will show jobs that are currently locked by or allocated to the entered user.

Exclude Completed Jobs – When checked will exclude completed jobs from search results.

Extn Code – enter your global reference if used at your site

Customer Service Operator – enter the user also stored as the Customer Service Operator in the Configuration tab of the Customer Masterfile for the Client

The search results will display in a new workflow screen. NOTE: Not all the actions are available in the search results screen.

Enquire Role

When this button is selected, the user can select a user role from the drop-down list.

This will refresh the workflow screen with the workflow results for the selected role within the current user’s work groups. That is, if the current user’s role is “Broker” for department “VCA”, and enquires on the role of “Compiler” then all jobs which require something to be done by a compiler in department “VCA” will be displayed.

To return to their own workflow the user hits the “Escape” button or select “My Workflow” from the drop-down list.

Enquire Group

When this button is selected, the user can select a work group and user role from the drop-down lists (both must be selected).

This will refresh the workflow screen with the workflow results for the selected work group and role.

To return to their own workflow the user hits the “Escape” button or select “My Workflow” from the drop-down list.

Enquire User

When this button is selected, the user can enter a user id or select a user id from the zoom option.

This will refresh the workflow screen with the workflow results for the selected user as they would see it on their screen. This is particularly useful when a staff member is absent.

To return to their own workflow the user hits the “Escape” button or select “My Workflow” from the drop-down list.

Notes

This displays the Job Notes for the Job Number selected.

Select ‘N’ (Hot Key) to access the Job Notes.

Allocate

Management Role Only

A manager can use this option to allocate a job to a specific user and role.

Show Allocated

Management Role Only

A manager can use this option to display any user/role combinations that have been allocated to the job.

Show Work

Management Role Only

A manager can use this option to display how much time was spent working on the job. This is strictly just start and end time between a job being locked by a user and the job being released by the user.

If the Stopped column is empty against a specific line item, the ‘Unlock’ button is displayed and you are then able to unlock the Job.

Move Job

Management Role Only

A manager can use this option to move a job into a specific work-group. When a job has been moved into another work-group it is only seen by users assigned to that group. The outstanding milestones are still only displayed to the appropriate role(s) within that work group.