Sunday 27 May 2012

Update to Bulk Updates & Event Email Notifications

With build 51 of Trakit released today, two significant changes have taken place:

1) Bulk Updates

Previously, users had to copy and paste content from an Excel worksheet into a text box. TrakIT would scan the entire content against the database to look for changes. This was a time consuming and resource intensive process.

With the update released today, users must directly upload the Excel file for TrakIT to process. Changes to the data must be highlighted in yellow so that TrakIT need not compare every value against the database. Instructions are included on the Bulk Update page.

Furthermore, as the bulk update may take time, the result of the bulk update is emailed to the user instead of being displayed on the page. This allows TrakIT to process large excel files in the background instead of tying up the user.

Bulk Update Excel files can also be emailed to TrakIT with the subject 'TrakIT Update'. The attachment would be processed in the same way as if it was uploaded via the Bulk Update page.


2) Email Notifications

The alert subscription page has been renamed to 'Email Notifications'. Users can now subscribe to changes in event or corridor data in a work order for any corridor.

When an event or data item is changed in the work order, an consolidated email is sent to all subscribed users within half an hour.


For any questions of clarifications, please contact TrakIT Support.

Sunday 20 May 2012

TrakIT Build 50 Released

TrakIT Build 50 has been released today. This update contains a large number of changes, new features , improvements and optimizations. It is recommend that all users go through the below to familiarize themselves.


1) Re-design of Filters
The filters on the Operations page have been re-designed to be 'modular' and dynamically sized. This means there is no limit on the number of filters you can select. The filter box will get bigger to accommodate more filters.

The corridor filter is now permanent and will not be affected by the 'Reset' button. Each filter 'box' can be closed by clicking on the small gray close button.



However, it is recommended that you use the least number of filters required as using more filters results in bigger page sizes and consequently longer times to process/load pages.

2) KPI Performance Report
The KPI Performance Report has been modfied to include date selection as well as KPI selection. The report can now be grouped by Corridor or KPIs.



3) Work Order Close/Cancel Logic
Work Orders can now be cancelled or closed manually. Closed or Cancelled work orders become disabled and no further changes are possible (except by Admins). Cancelled work orders are not included in any reports. Work Orders are also automatically closed when all required events have been entered. Such work orders can be re-opened by Admins by removing one of the required events.



4) Selection of Containers on Forms
If you do not wish to print the complete list of containers on a form, you can now select or de-select the containers to be included in the form PDF. However, this selection is not saved and the list is reset if the form is re-selected.



5) Corridor Data Default Text
You can now specify default text for corridor data. This avoids the user having to enter data that is usually the same in 90% of cases.

6) Hierarchical Access List
You can now see the list of users who have access to a particular geographic location by virtue of heirarchy in the Geography & Access page. Just select a location and see the list of users on the right. The assignment / removal of users from locations as been moved down.

7) Work Order Status
The Work Order Status has been added to the top right corner of the work order page. The status of a work order can be any one of these four: Active, Abandoned, Cancelled and Closed.



8) Alert Snooze functionality in Ops page
Active alerts can be snoozed directly in the operations. Clicking on the alert icon opens a pop-up that lists all the KPIs and alerts for the selected work order or shipment. The user can enter a snooze date or clear any snoozed dates for active alerts.



8) Consolidate Daily Alerts
Users who have subscribed to Alert emails will now get daily emails every morning listing all active alerts they are subscribed to. Ideally, alerts should be snoozed once the user has noted it or taken action. Snoozed alerts are not included in emails.

9) Flashing Abandoned Work Order Icon removed
It has been noted that there are almost always some Work Order abandoned - thus making the flashing icon a distraction rather than a warning. It has been removed for the time being.


 
For any questions, clarifications or feedback, please contact your TrakIT administrator or contact TrakIT Support.



Sunday 13 May 2012

Serial Number in Custom/Advanced Reports

With the latest build, the mandatory serial number has been removed from all Custom and Advanced Reports. If you wish to include a serial number column in your reports, simply add the field from the 'Basic' souce as shown below:



As with any field, you can re-order and choose the position of the column in the report.

Saturday 21 April 2012

Interactive Reports - First Release

With the build 44, the first version of the "Interactive Reports" has been released. These reports will contain both operational and management reports.

When opening Interactive Reports, you will be presented with a list of reports along with a short description. When you select a report, a filter box for the report will be displayed from which you may select the report filters as required.


Clicking the 'Generate Report' button will cause the report window to popup with the generated report. You may download the report as a PDF file or choose to email it to yourself.

Please note that this is the first iteration of the Interactive Reports. More reports and features (including drill-down capability) will be added as soon as we can develop them.
 
 
Other changes in this build:

  1. KPI Alert Emails re-formatted.
  2. Entity ID exposed as a read-only field.
  3. Fixed Issue in Custom/Advanced Reports.
  4. Added Access Level in Corridor Forms.
  5. Sent Mail page added (for Admins).
  6. Bulk Update by Email - Permissions modified.
  7. Added Bond Agent & Clearing Agent updates to bulk updates.
  8. Fixed issue with PDF downloads.

Your feedback and suggestions are greatly appreciated.


Saturday 7 April 2012

PDF Functionality Released

With Build 41, TrakIT supports direct creation of PDF files. The feature has been added to the Form generation page where user's can now choose to email the generated form as a PDF.

Additional changes in TrakIT:

  1. Custom/Advanced Reports as well as Operations Export can now export directly to the MS Excel XLSX format.
  2. Added Depot to Custom & Advanced Reports - The depot selected for a work order can now be chosen as an export field.
  3. KPI Snooze can be set directly instead of choosing the number of days.
  4. Administrators can specify the date of the work order creation in KPI setup using the code 'CREATED'

For any clarifications or support, please contact TrakIT Support.