Changes to Advanced Report Filters

Advanced Reports are powerful reports that can be used to set up any number of reports based on any requirements. These reports can be scheduled to be sent out automatically as and when needed.

A single advanced report consists of the report definition, a list of fields or columns contained in the report and a list of subscriptions for that report. The subscriptions in turn, have a selection of filters that apply to the subscription only.

Over the years, we've found that most subscriptions within a report largely use the same set of filters - with just one or two filters that are actually specific to the subscriptions. Adding a new filter for a report required the filter to be added to all subscriptions one by one.

With the latest update, we've create a new section for filters that will be applicable to all subscriptions. These filters will be available in a new tab called 'Filters' present on the advanced report detail page.

Filters added on this tab will be applied on all subscriptions. These filters are also shown when subscription filters are being modified, but they cannot be modified from within a subscription.

Filters defined on subscriptions can also be transferred to report level filters. TrakIT will remove all matching filters on all subscriptions so that a common filter can be used.

For any questions or concerns, please contact TrakIT Support.

Changes in Entity Management

The Entity Management section is the master data for all entities that are involved in the shipment. TrakIT has several types of entities available. Some of these are linked to the work orders, but some not.

Based on business requirements, the following changes have been implemented in Entity Management:

Multi-Type Entities

Previously, an entity could only be one type. A customer could only be a customer and not a transporter. This lead to the creation of some duplicate entities where the same entity was acting in multiple capacities.

Now, a new tab 'Multi-Type' has been added that can allow you to assign multiple types to any entity. The entity will still have it's primary original type. But it can now have additional types as well.

Customer, Shipper & Receiver

Previously, the Shipper & Receiver fields in the shipment would pick directly from the Customer entities. Now, the Shipper and Receiver have been created as independent entity types that can be separate from customers. 'Contractual Customer' has been renamed to simply 'Customer'.

The original Customers have been assigned the additional types of Shipper & Receiver so as not to make any breaking changes.

You can now create entities that are Shippers or Receivers or both - as and when required.

Local Name

A new field called 'Local Name' has been added. This field can be use to populate the name of the entity in the country's local language or script. The local name can then be used for Invoices and other forms where it may be legally required.

For any clarifications or questions, please contact TrakIT Support.

Colour Your Reports!

TrakIT can generate large reports of numbers and text. Sometime, looking for specific values or conditions is crucial. With the latest update of TrakIT, you can specify an expression to change the colour of a field based on the value of the field in an Advanced or Query Report.

The colour expression is a simple JavaScript expression that can be used to evaluate the colour based on the value of the field. The value if the field is specified as $VALUE$ (in caps). The colour can be any common HTML colour names (available here) or a hexadecimal colour code. You can look up hexadecimal colour codes here.

In the above example, we have a simple rule. If the weight of the container exceeds 10,000kg, it will appear as red. If not, it will appear blue.

Expressions can also match text values. For example:

$VALUE$=='Fail'?'red':'green'

If you need precise colours, you can use hexadecimal codes as follows:

$VALUE$==0?'#ffccaf':'#aabcef'

If you would like to change the background colour instead of the text colour just specify the prefix bg-

$VALUE$=='Confirmed'?'bg-green':'bg-#ffcccc'

You can specify multiple condition using brackets:

$VALUE$=='Stop'?'red':($VALUE$=='Look'?'yellow':'green')

The colour specified work only on Excel and HTML based reports. PDF support is coming soon. For any questions or clarifications, please write to TrakIT Support.

Server Migration Testing (Maersk Only)

This article is for users of Maersk TrakIT only

Dear TrakIT Users,

As you may know, TrakIT will be migrated to a new server this coming Sunday (22nd). In preparation for the transition, we would like to request you to test the new TrakIT server and functionality as relevant to you. If you would like to take part in this test, please follow the procedure below and use the test instance of TrakIT as you normally would.

1. Go to http://scrbtktdk009097/ (On Maersk Intranet Only). This is a new TEST version of TrakIT with data a few days old. If you get a 'SSO Authentication Failed' message, or any 'Authorization Fail' message, please stop and inform us (see below)
2. Please use TrakIT as you normally would. You can cover/test below features. Any changes made on this TrakIT will be overwritten by production data on the 22nd.
• Creating and working with Work Orders
• Generating Reports (Workflow and Advanced)
• Generating Forms / PDF 
• Adding files/attachments
• General usage/performance of system

The deadline for this test is Wednesday COB. Please revert with all your findings or success before then.

Region Administrators: Please ensure that there are at least 2 users from each country who can test.

If you encounter any issues, please report these immediately to TrakIT Support, along with screenshots, relevant details and exact steps to reproduce the issue.

Otherwise, please report a "success" confirmation.

Please note that this TEST TrakIT version CANNOT send emails. Email functionality will be tested by the application team.

Please let us know if you have any questions or concerns.

Best Regards,

TrakIT Support Team

Redesigned Geography & Access

Previously, the Geography & Access page was based on a Tree structure that was a bit challenging to navigate. Furthermore, there was no clear structure of the geographical hierarchy.

To alleviate these issues, we have redesigned the Geography & Access page to make it a lot easier to navigate and also create hierarchical levels based on pre-defined levels.

Level	Name	Description	Example
0	Global	The whole world. This cannot be modified or removed.	NA
1	Region	Continents or global regions.	North America, Asia, Europe, Africa
2	Cluster	Groups of Countries (optional)	East Africa Cluster, Indian-Subcontinent, South-East Asia
3	Country	Individual Countries	India, Kenya, USA, Argentina
4	State	State within a country (optional)	Rajasthan, Nevada, California
5	Area	Areas within a State (optional)	Any area with a state - but larger than a city, containing one or more cities
6	City	Cities or towns	New York, London, Nairobi, Cape Town
7	Location (Depot)	Specific locations / coordinates	Any port, factory, ICD, depot, warehouse, customer address with a well-defined location

Based on the above table, your organisation's hierarchy can be defined in a more structured manner. Workflows can be assigned to any two geographic entities (except Locations).

The new Geography & Access page can be seen above - along with the actions that can be taken on the page, provided the user has the permission.

For any questions or clarifications, please contact TrakIT Support.