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.
Configure default actions
There are 2 configuration options when creating a depot action for an incident.
Cross dock goods at depot - Use this where the freight is to be unloaded and stored at the depot.
Park goods at depot - use this where a full trailer will be returned and parked (uncoupled) at the depot.
Set the primary action most likely to occur based on typical business needs.
For example
Trailer-based operators can now resolve incidents by parking trailers at a depot instead of unloading goods. A new incident configuration option allows businesses to select 'Park at depot', triggering uncouple and couple actions rather than cross-docking.
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 incidents to orders in bulk
Where multiple orders, with the same stops are consolidated on a trip, adding an incident to one order, will add the incident to all the orders on the same stop.
Update the stop on the trip with the incident
All the orders consolidated on the trip, on the same stop will have the incident added.
The incident will display on each individual order
📚 It is possible to add incidents to all the orders on a stop. However, it is not possible to add incidents to all the orders on a trip.
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.
