Wednesday, 18 May 2022

Introducing Events & Data

With the latest Update of TrakIT, a new feature to manage "Events & Data" is provisioned. It helps you to perform a search for any event or data using given filters. It can show you the results across all workflows or for a specific Transport Document / Work Order / Container / Event / Data / as per value of the Event / Data. In the background of workflows, it also provides the flexibility to define the event/data ownership and due date which is dependent on any specific event(s) date. By having it defined it allows you to track and monitor which all events/data are overdue or overdue within 2 days or 5 days. 


Viewing Events & Data

You can navigate to it from Menu Workflows > Events & Data

It will show you below screen wherein you can make use of different filters to track and update events/data in a timely manner. It helps you to inform responsible owners about events/data which are overdue or getting due in a few days. You can download the list of such events/data simply by clicking on the export button. The access to view and update events/data is controlled by events & data permissions. 



Define the Event/Data Ownership

You can define the Event/Data Ownership by navigating to Admin > Workflow Definitions and follow below steps:

Step 1: Switch to Event/Data Tab 

Step 2: Click on any specific Event/Data wherein you can edit it by clicking on the
pencil icon
Step 3: Refer to "Owner Role" dropdown to define the Ownership, as shown below:
  


Define the Event/Data Due Days

You can define the Event/Data Due Days by navigating to Admin > Workflow Definitions and follow below steps:

Step 1: Switch to Event/Data Tab 

Step 2: Click on any specific Event/Data and then switch to "Due Days" Tab as shown below:


Step 3 : Click on "Add" button, it will populate below screen, wherein you can select the dependent Event and Offset Days as target for the completion of an event/data.


On "Events & Data" Page the "Event/Data Due Date" Filter (as shown below) works based on the defined due days against the events/data in the workflows (as shown above).





For any questions or clarifications, please contact TrakIT Support (support@trakit.in). We welcome feedback and suggestions for this new feature.