Jobs

The Operations page is where you find jobs and work orders. A job groups the work orders of one shipment or assignment, and each work order follows a workflow. You see only the work orders of the workflows you have access to.

To open it, select Operations > Jobs. For the whole path from a new job to its closed work orders, see From job to closed work order. On a phone, see Jobs in the mobile app.

Find a job or work order

If the page shows tabs above the filters, select the workflow group to search in, or All.
Select Filters to open the filter panel, if it is closed.
Enter or select the filters you need.
Select Search.

The number of matches appears above the list, for example 125 Found. Select a job reference to open the job, or a work order ID to open the work order.

TrakIT remembers your filters, your view and your page size, and uses them the next time you open the page. To go back to the default filters, select Reset: it shows active and abandoned work orders of all workflows, with any KPI alert status.

If a search takes too long, TrakIT cancels it and keeps your filters, so that you can narrow the search, for example by workflow, status or a date range, and search again.

Search faster with Skip Count

Select Skip Count to skip counting all the matches. The search is faster on large results, but it fetches only the first page, so you cannot move to other pages or export. When the page is full, the count ends with +, for example 20+ Found.

Workflow group tabs

If your workflows are organized in more than one workflow group, a tab appears for each group, plus All. The list and the Workflows filter show only the workflows of the selected group. TrakIT opens the page on the group you used last, or on your default workflow group.

Filters

These filters are always shown:

Filter	Finds
Number	Any part of a job reference, container number or load ID, or an exact job ID or work order ID.
Customer	Any part of the customer’s name.
Shipper/Receiver	Any part of the shipper’s or receiver’s name or code.
Commodity	Any part of the commodity. Enter `[EMPTY]` to find work orders with no commodity.
Special Conditions	One condition from a fixed list, described below.
WO Status	Active, Abandoned, Cancelled or Closed.
KPI Alert Status	No Alerts, With Alerts or Snoozed.
Workflows	The workflows to include. Type in Search to shorten the list; the check icon selects all or none. Keep at least one selected: with none selected, nothing is found.
Created By/On	Who created the work order, and a From and To date for when.

Special Conditions finds work orders that:

Condition	Finds work orders that
Missing Container	Have no container number.
Missing Seal Number	Have no seal number.
Has Container	Have a container number.
Duplicate Containers	Share their container number with another work order of the same workflow.
Missing job reference	Have no job reference yet: the label shows your installation’s name for it.
Empty/TBA Required Events	Have a required event that is empty or set to TBA.
Missing Data	Have a data field that is empty or set to TBA.
TBA Events	Have an event set to TBA.
TBA Data	Have a data field set to TBA.
Has Yard Move	Have a yard move.
No Yard Move	Have no yard move.
Orphaned Jobs	In the By Job view only: jobs with no work orders.

Add or remove filters

You can show up to 10 more filters.

In the filter panel, select Customize.
Select the filters you want to use.
Select Save.

The page reloads with the filters you selected. To remove a filter, clear it in Customize, or select the red cross next to its name in the filter panel.

Filter	Finds
Carrier, Transporter, Bond Agent, Clearing Agent	Work orders with the selected entities.
Return transporter	Work orders with the selected return transporter. The label is set up for your company.
Job Type	Jobs of the selected job types.
Last Event	Work orders whose last completed event is one of those selected.
Events	Completed Event: work orders where the event is completed, optionally between two dates. Not Completed Event: work orders where the event is not completed yet.
Data	Work orders where a data field matches. Choose the field, then a Search Mode: Partial Match, Exact Match, Not Like, Empty, Not Empty or Number Range. A number range compares the value with one number (Equal To, More Than and so on) or two (In Range, Outside Range).
Service	Work orders with the selected services.
KPIs	Work orders with the selected KPIs, with a Range of Any, In Range, Out of Range or Empty. Select Open KPIs only to skip KPIs that are complete.
Customer Group	Work orders whose customer is in the selected groups.
Responsible Country	Work orders of offices in the selected countries.
Documents	Work orders by Document Title, File Name, Document Presence and Document Upload Date.
Cargo Type	Jobs of the selected cargo types.
Locations	Work orders that go to a location whose name contains the text. Select First or Last to match only the first or last location.
Remarks	Any part of the Internal Remarks, Remarks for Customer or Remarks for Job.
Priority	Critical, High, Normal, Low, Very Low or On Hold.
Data Values / WO Items	Work orders with a data value or a warehouse item that exactly matches one of the values you add. Type a value to add it to the list; select X next to a value to remove it.
Responsible Person	Work orders with the selected responsible people.
Load Type	Work orders of the selected load types, and a Container Size of No Size, 20’, 40’ or >40’.
Multi-Value	A list of up to 100 values of one kind: Job ID, the job reference, Work Order ID or Container. Separate the values with commas, semicolons, tabs or new lines.

If an administrator has limited the work orders you can see, the filter panel shows [ User Filter Active ] or Custom Filters Active.

View by job or by work order

Two tabs above the list switch between views. TrakIT remembers the one you used last.

By Job

One row per job, newest first. A job matches when any of its work orders matches the filters.

By Work Order

One row per work order, newest first. In workflow groups that have no jobs, this is the only view.

The list

The columns are set up for your company, and can include header fields, events, data fields and KPIs of the work orders. Select a column heading to sort by it, where the column allows it. In the list:

The job reference opens the job, and the job ID opens its finance page. A work order ID opens the work order; a red ! after it means the work order is abandoned.
The last event is shown in the colour set for that event, with its date and time.
The alert icon is grey when there are no KPI alerts, red for active alerts and amber when the alerts are snoozed.
Void in grey means the event or data field is not part of that work order’s workflow.

Use the pages at the bottom of the list to move through the results. TrakIT remembers the page size you choose.

Create a job

Select Create above the list to create a job. The button appears only if your role can create work orders.

Export work orders

You can export the work orders that match your filters to an Excel file (.xlsx), in the By Work Order view; in the By Job view, Export asks you to switch. Export does not appear when Skip Count is selected.

Select By Work Order.
Select Export. The Work Order Export window shows the number of work orders.
Under Available Fields, select the Header, Events, Data or KPIs tab, then select each field to add. Type in Search… to find a field.
Under Selected Fields, drag the fields into the order you want. For each field you can also set:
- for events and data fields, what to export: Value, Remarks, Updated On or Updated By;
- for KPIs, Hours or Days;
- a Format, such as #,##0.00 or dd-MMM-yyyy, and the alignment.
In Option, select Download Now, or Send Email to receive the file by email. Use Send Email for large exports.
Select Export.

Work Order ID is always the first column. TrakIT keeps your list of fields for the next export.

There is a limit on the number of work orders you can export at once, set for your company. If you go over it, TrakIT asks you to use filters to select fewer work orders.

Who can use this page

Your role needs these permissions in the Work Orders section:

Permission	Allows you to
Read	Open the page and see work orders.
Create	See Create and create jobs.
Export	See Export and export work orders.

You also need access to at least one workflow: without any, the page shows No Workflows.