Edit work order

The Edit Work Order page changes the header fields of a work order, and of the job it belongs to. Some changes can apply to all the work orders of the job at once.

To open it, select Modify Header on the work order.

Change the header

1. Change the fields you need. The fields shown depend on the workflow.
2. In the Apply to Job column, select the checkbox of each change that should apply to all the work orders of the job, and clear it for a change to this work order only. All and None at the top of the column select or clear every checkbox in that half of the page.
3. Select Save.

TrakIT saves the changes, recalculates the job’s KPIs and takes you back to the work order. To leave without saving, select Cancel.

Job Details

Field	Notes
Customer, Shipper, Receiver	The job’s entities. They always apply to the whole job.
Job Type, Cargo Type, Incoterms	The job’s details. They always apply to the whole job.
Carrier	Can apply to the job.
Commodity	Can apply to the job. If the workflow has a list of commodities, choose one from the list.
Responsible	The user responsible for the work order. Type a name and select the user. Can apply to the job.
Country of Origin, Final Destination	Can apply to the job.

Work Order Details

Field	Notes
Priority	1 - Critical to 6 - On Hold. Can apply to the job.
Container Number	This work order only. When you leave the field, TrakIT fills in the Load Type if it knows the container.
Load ID	For loads without a container: this work order only. Its label is set up for your company.
Load Type	The container type code. Select the search icon to choose it from a list. Can apply to the job.
Weight, Volume	In kilograms and cubic metres. Can apply to the job.
Seal Number	This work order only.
Shipper Container	Select it if the shipper owns the container. Can apply to the job.
Bond Agent, Clearing Agent, Transporter	Can apply to the job. A second transporter field, for the return transporter, can also appear; its label is set up for your company.

Whether Apply to Job starts selected for the carrier, transporters and agents depends on how each entity type is set up for your company.

Once the work order has yard moves, you cannot change its container number, and you can change its load type only if it has none.

Checks when you save

• The fields the workflow requires are filled in.
• The container number is valid, if the workflow checks container numbers.
• The container or load ID is not already in an active work order of the same workflow. To skip this check, select Allow re-use of container number/manifest. The check does not apply to jobs whose cargo type is Less than Container Load (LCL).
• Weight and Volume are numbers.
• The responsible person matches exactly one user.
• The selected entities have all their required data fields filled in.

If a check fails, a message tells you what to correct, and nothing is saved.

Who can use this page

Your role needs the Update permission in the Work Orders section.