Generate forms for all Work Orders in Shipment

With the latest release of TrakIT, users can now choose to generate forms for all work orders in one go.

As you may already know, there are two kinds of forms available in TrakIT: those meant for single work orders and those meant for the entire shipment (with details of all work orders on the same form). The latter are, by default, shared across all work orders in the shipment.

This feature is applicable to forms that display information for a single work order only and only when you email the form (not download it directly). When you click on the Email button for a single work order form, the following window is shown:

At the bottom, there is a check box that allows you generate the same form for all work orders in a shipment. Once this check box is selected, the form is generated for and attached to each individual work order, and then emailed together in a single email.

The important point to note here is that any text fields in the form that are to be filled in by the user, will only be filled in for the currently selected work order and not for other work orders in the shipment. This is obviously because TrakIT cannot know the information that is required to be filled for other forms dynamically. So, this feature is recommended for forms where there are little or no dynamic fields.

Please note that using this function may take a lot of time to generate the email, especially if the shipment contains a large number of work orders.


If you have any questions of concerns regarding this feature, please contact TrakIT support.

Global Data Search & KPI Filter

With the latest update of TrakIT, a few new features have been released:

Global Data Search

The global search function (on the top right side of the main menu), used to search work orders only on the B/L, Container Number, Manifest or Work Order ID.

It is now possible for TrakIT to search in Data fields that belong to a work order, provided you have specified that field as a searchable field. For example, if you have a Data field called "Truck Number", you can select it as a 'Global Search' field in the Corridor Definitions and it will be included in search results.

Once this is selected, TrakIT will search this data field and include any partially matching fields in the search results. Shown below is a search result for a truck number:

However, please use this feature very sparingly and only for unique fields with long numbers (such as Finance Reference numbers or Invoice Ref numbers). If too many data fields are included in Global Search, TrakIT may take a long time to search and the result may include lots of false matches (of which only the first 10 are displayed). Consequently, you may not be able to find what you are looking for.


Dashboard KPI Status Filter

A new filter for the KPI Status has been added to the Dashboard filters that affects KPI charts only.

Users can now choose to display All (default), Closed or Open KPIs only. Closed KPIs are those KPIs where both the "From" and "To" events have been populated and the KPI value is final. Open KPIs are those KPIs where the "To" event is not yet populated and the current date is being used to calculate the value of the KPI.

After selecting the option, click on the 'Search' button to update the KPI charts.


Work Orders Affected Count

When linking an Event or Data Item to one or more services and/or customers, you can easily check how many work orders your change will affect before you actually apply it to the work orders.

When you click on the 'Edit' function for an Event or Data item, the two "Additional Actions" you can apply also indicate the number of work orders that will be affected if the respective check box is selected.

TrakIT on Facebook

TrakIT is now on Facebook! For getting TrakIT news straight to your Facebook newsfeed, simply go directly to TrakIT's new page at http://www.facebook.com/trakit and click "Like"


For any questions or clarifications, please contact TrakIT Support.