Operations

The Operations page is the heart of TrakIT and displays all work orders in the system based on selected filters that are customize-able by the user. Users can only see Work Orders belonging to workflows that they have access to by virtue of their assigned location. The Filter panel (displayed below) is used to search or filter the list of work orders displayed on this page.



Once the filters are set, click on the 'Search' button to display the list of work orders that match the set filters. Click on the 'Reset' button to reset filters to their default value (except for the Workflow filter).

To add new filters, click on the 'Customize' button in the filter panel above:



Select additional filters as required. Selected filters appear as follows:



Clicking on  icon lists the KPIs as per workflow selection.

Once all the filters are selected, click on the 'Search' button, the list of work orders matching the filter criteria is displayed. The work orders can be displayed either by Work Order ID or by Transport Document number:

View By Work Order

This is the default sort order in which newer work orders appear on top. It displays all the work orders in the shipment. A sample display is given below:



It displays the following fields: Work Order ID prefixed by its priority icon, code of the Carrier, names of the Shipper/Receiver and Workflow, Transport Document number of the shipment, Container/Manifest number along with the container Size in feet and Weight in kilos, Last Event for the work order, number of documents attached in Docs field, along with the link and a icon in the Alerts field if there is a raised alert for this work order. 

View By Transport Document

This display shows the list of consolidated shipments sorted by the Transport Document number. A sample display is given below:



This display shows the Transport Document number, ID of the first work order in the shipment in First WO ID field, Workflow, Shipper/Receiver, Carrier code, the combined weight of all containers/manifests in the shipment in Total Weight field, number of 20' and 40' containers, total number of work orders in Total field and the number of open work orders in Open field. Closed work orders are displayed in gray (second and fourth work order in the sample above).

Click on the 'Create' button at the bottom of the Operations page to create new work orders. See Creating a New Work Order.

KPI Alerts

Clicking on the alert icons on either view displays the list of KPIs for the shipment or work order, their values and alert status. For more information, see KPIs & Alerts.

Exporting Work Orders

Click on the 'Export' button on the bottom right side of the Operations page, the following window pops up:


  1. Select the export format, it can either be CSV (Comma separated values) or MS-Excel(XLSX).
  2. Select the export option, it can either be downloaded or emailed.
  3. Select the desired export fields, only these fields will appear in the exported file.
  4. Click on the 'Save Selection' button if the filter selection should be saved for future exports.
  5. Click on the 'Export' button.