Workflow and other Updates

With this update of TrakIT, we have made some significant changes to enable future development or requested features. Here is a summary of  the changes.

Workflows

As previously notified, Corridors are now called Workflows. This was done to enable TrakIT to track non-shipment related Workflows or processes in an organisation that are not related to Shipments. This could mean just about any workflow - contract management,  employee on-boarding, crew sign-on/sign-off, audit processes, and many more.

In the near future, we will be introducing a new type of Workflow Type called 'Non-shipment' in addition to the Import, Export and Round Trip workflows. This workflow will have a significant number of header fields related to shipments removed from work orders. The  Event and Data for the workflow will remain the same.

Shipper/Receiver

Previously, TrakIT had just one field to store the "Shipper/Receiver" in the work order header in addition to the Contractual Customer. Now, due to demand, the Shipper and Receiver fields have been separated and both can be filled independently. Please note that your primary customer for the shipment is always the Contractual Customer.

All workflow logic (such as customized events) and shipment notifications are always sent to the Contractual Customer. The Shipper and Receiver  are available for export in reports and forms as well. For older work orders, both the Shipper and Receiver fields have been set to the same value as the previous "Shipper/Receiver" field.

HTML in Email

For Workflow Reports and Advanced Reports, if you select the subscription format as HTML, you will  have an option to include the HTML content directly in the email instead of as an attachment. To do this, simply select the option 'HTML in Email' when creating or modifying the subscription. Obviously, this option cannot be combined with the 'Zip Report' option.

Shipment Creation Graph on Dashboard

A new type of chart is available on the Dashboard - Shipments created each month. This chart is the same as the Work Order Creation chart, except that it counts Shipments instead of Work Order.


As always, please contact TrakIT Support for any questions or concerns.

Data Values : New search option

With the latest update of the TrakIT, we have added 'Data Values' search field on the filter panel. This replaces the Vessel and Voyage filters.

The Data Values filter searches any of the Data fields values in work order. Use comma to enter separate text of which any can match.You can enter maximum 5 words in the search box.

For example, the below filter will find all work orders that have "ABC" or "123" exactly in any Data field.

This search option is available on both the Operations page and Finance page filter panel. Once you enter any values in the search box, it will remember the values until you remove them from the box or clear all filters.

For any questions or concerns, please contact TrakIT Support.

Where is my Truck?

With the latest update of the TrakIT Android app, we have added location tracking to the app. This means that you can enable location tracking for any TrakIT user who is using the TrakIT Mobile app.

So how does this help you know where your truck is? This can be done in 4 simple steps:

1) Specify the Tracking Start and End events in the corridor setup.
2) Create a user profile for your truck drivers and enable location tracking on their profile
3) Have each driver download the TrakIT Mobile app on his Android phone and login once only.
4) Link the relevant work orders to the drivers.

The first 3 steps are to be completed once only. However, each work order needs to be linked to the correct driver so that the location for the work order can be tracked.

Once linked to a driver, location tracking for a work order will happen only between the events that are specified in the corridor setup (e.g. From Gate-Out Port to Delivered to Customer). The latest location reported by the driver between these two events will be displayed on a map as shown below:

Please note that only the latest location based on the location time between the events is reported.

For any questions or guidance on how to setup Location Tracking, please contact TrakIT Support. Kindly note that as this is a new feature, we are still testing this on a variety of Android phones and checking compatibility as well. It may be possible that it may not work on some Android phone models.

Login with Social Media accounts

With the latest update of TrakIT, we have introduced different login options for the TrakIT users as well as your customers. 

The user login now allows you to login either with your credentials (User ID or Email) or with the social media logins.

You can enter your TrakIT User ID or Email address and password to login. The email address should be the same which is mentioned in your user profile in TrakIT.

Once you click on any social icon, it will ask for your permission to allow access using your social media account, click on 'Allow Access' (if you are already logged in to your social media account).

For any questions or concerns, please contact TrakIT Support.

Revenue Recognition Date for Shipments

With the latest update of TrakIT, a new field called "Revenue Recognition Date" has been added to the Shipments. This date automatically populated when a specific event is populated in the shipment.

The trigger event is defined in Corridor Definition where one specific event code is set as the trigger event. The event code used should be present in the Work Order Event list of that corridor and should be a "Required Event" with the "No NA Allowed" flag set. Services cannot be linked to this trigger event.

When the event has not been populated, the Revenue Recognition date is set as Pending. If the shipment has the event not set on all work orders in the shipment, the date is set as Partial. Once all the dates are set, the latest date is used as the Revenue Recognition date.

The field is available for export in all Reports under the Header section. It can also be added to any form if required.

For any questions or concerns, please contact TrakIT Support.