The Exceptions and Reminders feature allows users to stay informed on shipment, container, and booking updates to enhance visibility and streamline communication.
Users can opt to receive Notifications for any exceptions and reminders to get notified via email as they arise. Customize notifications in the Settings menu.
Shipment Exceptions & Reminders
Exceptions are designed to provide visibility into any occurrences that delay or block a shipment from reaching its final destination as expected.
View exceptions and reminders in several places across the platform, including the Dashboard, the Shipment Explorer, and the Detailed Shipment View.
Exceptions & Reminders on the Shipment Explorer
Users can view the exceptions associated with each shipment in the Shipment Explorer. To do so, make sure the Exceptions and Reminders columns are enabled in the Customize Table Columns modal. From there, filter or sort to display shipments with exceptions and reminders.
Exceptions & Reminders on the Dashboard
On the Dashboard, navigate to the Exceptions card to see a count of all shipment exceptions by category, with details for each shipment to the left.
Category | Exception / Reminder |
Holds |
|
Possible Charges |
|
Reminders |
|
Arrival Delays |
|
Departure Delays |
|
On this card, users can do a few things:
Click the yellow date range pill to filter the displayed exceptions by date. This will show the last 7 days by default.
Click the top-right arrow to open a view exceptions in the Shipment Explorer
Click the filter icon in the gray header to filter by exception type
Select a category to populate the corresponding exceptions
Click on an exception to open the shipment it’s connected to
Exceptions & Reminders in Shipment Details
View all exceptions and reminders related to a given shipment on the Shipment Details page, above the Route Details card. Click the blue header to expand or collapse the list.
Booking Exceptions & Reminders
Users with Bookings can access exceptions and reminders related to bookings.
View booking-related exceptions and reminders in the Bookings Explorer and the Bookings Details page.
💡 Admins and Operators will not see booking reminders.
Booking Exceptions & Reminders on the Bookings Explorer
See a count of exceptions associated with each shipment in the Bookings Explorer by enabling the Exceptions and Reminders columns in the Customize Table Columns modal. From there, filter or sort to display bookings with exceptions and/or reminders.
Booking Exceptions & Reminders on the Bookings Details page
View all exceptions and reminders related to a given booking on the Bookings Details page. Click the blue header to expand or collapse the list.
Managing Exceptions and Reminders
Exceptions and reminders are based on a calculated property and therefore cannot be manually hidden or removed. In order to resolve a given exception or reminder, the information must be updated in the system of record. Once the calculation is no longer true, the exception or reminder will be removed.
For example, the Planned ETA missed exception will display when Current Date > ETA and ATA is null. If you update the ATA to a non-null value or mark shipment status as “delivered,” the exception will be removed from your customer experience platform. Technical details for all exceptions and reminders.