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ORDERS - Adding Incidents to an Order

Incidents can be added via Order details or Trip stops. Actions appear in views with visual indicators for affected orders and trip stops.

Arynne Hargreaves avatar
Written by Arynne Hargreaves
Updated yesterday

Incidents can be identified in various ways, both on the Trip and the Order pages. This can be used to record a stop specific issue, for instance a failed pickup or a refused delivery.

Add Incident to Order

  • Open the stop where the incident occurs (collect / delivery)

    • This can be from either the Consignment panel, or through the stop icons in the route visual.

  • Click on the pencil to edit the trip and add the incident.

  • Click on the dropdown Incident and complete the reason of the incident.

  • Click Save.

  • An alert is indicated next to the order number & status

  • The stop visualisation on the route will turn orange to indicate the warning.

  • The stop activity will update with a label showing 'Incident'

  • A warning will display in the order list

    • Hover over this to show the reason for the incident.

  • Trips are displayed on the trips page:


Add Incident to Trip

From the trip, incidents can be added to the specific stop where the incident occurred.

  • Click on the stop icon to open the stop details.

  • Navigate to the 'incidents' field.

  • Add the reason from the available drop downs.

  • A warning notification will show against the stop with the incident.

Example:

  • 2 consignments to be collected from the first stop.

  • The incident can be recorded against the specific order, while the 2nd collection can be completed.

  • The affected order can then be unplanned from the trip.

  • The order will also update to show the incident in the details.

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