Active Shipments - Card View
Active Shipments - Card View
The default view of users landing in Freight Portal is the Active Shipments - Card View. There are other views available depending on user needs, each of these cards will be discussed in their own article.
- Active Shipments - Card View
- Active Shipments - List View
- Active Shipments - Calendar View
- Historical Shipments - History
Each active shipment has it's own Card in this view, denoting high level shipment information with access to drill in further to the Shipment Full Details Page.
Some of the high level information displayed on the card:
- Primary Shipment Identifier
- Mode of transport
- Shipment Status (Pending, At Shipper, In Transit, Delivered, etc)
- Delivery Status (Early, On Time, In Jeopardy, Late, etc)
- Carrier Name
- Origin Details
- Current Stop Details
- Arrival / Departure information
- ETA to Current Stop
Shipment Quick Actions:
There are (8) Shipment actions that can be quick selected from the "More Actions" menu and one commonly used quick action "Manage Driver" that always shows on the Shipment Card for easy access.
These Shipment Quick Actions are consistent across Cards and List pages. Calendar and History pages have different display options which will be discussed in their respective articles.
These card actions are:
1. Manage Driver - Allows you to associate a driver phone number to a shipment for Visibility Drive mobile application tracking. Also allows driver name lookup if your organization uses the Driver Profile service as denoted in our API documentation. Also allows SMS messaging to the driver once a phone number is associated with the shipment.
2. Edit Times - this dialog allows users to manually input Appointment Times, ETAs, Arrival, and/or Departure times for each stop
3. Add Reference Numbers - This dialog allows the user to easily add Tractor and/or Trailer reference numbers. Many organizations use these inputs for tractor or trailer telematics integrations.
4. Update Shipment Status - Allows users to manually change the Shipment Status
5. Share Shipment - This action pops up a dialog letting the user know that the Shared Shipment URL has been copied onto their clipboard for sharing.
6. View and Add Notes - This dialog allows users to add Public and Private notes to a Shipment and/or a Stop. When a note is present, these are displayed on both the Shipment Card and the Full Details page under the Notes icon as shown below. If there is a driver phone number associated to the shipment, users can also use this dialog to SMS message their driver about something specific about a shipment and/or a Stop.
7. View and Attach Documents - Similar to Notes, you can attach documents at the Shipment level and/or at the Stop level, depending on your organization's needs. When a document is present, these are displayed on both the Shipment Card and the Full Details page under the Documents icon as shown below.
Clicking on any document uploaded will automatically download that document to users to view.
8. Add Priority Shipment Flag - This quick action allows users to denote something as a high priority shipment, which then allows different sort/filter options as well as provides a visual indicator on both the Shipment Card as well as the Full Details page.
9. Shipment Details - This quick action opens up the Full Details page for the shipment as an overlay on top of their existing view. You can also open up the Full Details page by
Map Overlay Options:
- Weather Radar
- Road Conditions
- Live Traffic
- 3D Buildings
- Map Clustering
- Map Style Selector (Transportation, Standard, Light, Dark, and Satellite)
Map Legend:
These buttons can be used to toggle between additional map features and shipment tracking information.
The initial three (3) buttons will allow a user to:
- Zoom In
- Zoom Out
- Reset bearing to North
The fourth button will allow a user to enter Full Screen mode.
The fifth button allows a user to open the Map Legend. This will provide an easier view of how many active shipments there are in the environment and their summarized tracking status.
Shipment Export:
Similar to the List View page, shipment export to CSV is provided as an option in the bottom left corner of the Card View page.