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Shipment tasks dashboard

In IWRS, under the Shipment category of the My Work dashboard, you can find all the shipment-related tasks assigned to you, such as receipt, dispatch, return of shipments, and so on.

Shipment tasks dashboard
Figure 1. Shipment tasks dashboard

Tip

To facilitate the task search, use the Site/Depot filter to view the dashboard data pertinent to the institution of your interest.

When a shipment is created, it maintains the draft status until submitted. The details of all such shipments that await your confirmation to be submitted can be accessed under the Shipment Pending Confirmation category of the My Work dashboard.

To complete the tasks on shipments pending confirmation
  1. In the IWRS application header, select the DASHBOARD tab.

  2. On the page that appears, select My Work > Shipment.

    Accessing shipment management tasks
    Figure 1. Accessing shipment management tasks

  3. From the dashboard contents panel that opens, select the Shipment Pending Confirmation tile.

  4. In the Shipment Pending Confirmation table that appears, analyze the tasks and their attributes as explained in the following table.

    Viewing shipments pending confirmation
    Figure 2. Viewing shipments pending confirmation

    Tip

    To facilitate the task search, use the Site/Depot filter to view the dashboard data pertinent to the institution of your interest.

    Elements

    Details

    Shipment Number

    Represents the shipment number against which the draft shipment details are displayed. Select the hyperlink to go to the Draft Shipment page where the respective task can be completed as follows:

    Origin

    Represents the identifier of the place from where the shipment is to be sent.

    Destination

    Represents the identifier of the place where the draft shipment is to be delivered.

    # of Items

    Represents the total number of items in the shipment.

    Days Elapsed

    Represents the number of days since the shipment was created in the draft status.

    Created Time

    Represents the time when the draft shipment was created.

    Created By

    Represents the name of the user who has created the shipment in the draft status.

You have analyzed the details of the tasks awaiting confirmation and accessed the shipments to manage them as needed.

When a shipment is sent to the destination, it obtains the In Transit status in the IWRS system. This shipment remains in-transit until it is marked as received or lost by the applicant institution. All such in-transit shipments that you need to handle can be accessed under the Shipment Pending Receipt category of the My Work dashboard.

To complete the tasks on shipments pending receipt
  1. In the IWRS application header, select the DASHBOARD tab.

  2. On the page that appears, select My Work > Shipment.

    Accessing shipment management tasks
    Figure 1. Accessing shipment management tasks

  3. From the dashboard contents panel that opens, select the Shipment Pending Receipt tile.

  4. In the Shipment Pending Receipt list that appears, analyze the tasks and their attributes as explained in the following table.

    Viewing shipments pending receipt
    Figure 2. Viewing shipments pending receipt

    Tip

    To facilitate the task search, use the Site/Depot filter to view the dashboard data pertinent to the institution of your interest.

    Element

    Details

    Shipment Number

    Represents the identifier of the shipment in the in-transit status. Select the hyperlink to go to the details page of the in-transit shipment and manage it as follows:

    Origin

    Represents the identifier of the place from where the shipment has been sent.

    Destination

    Represents the identifier of the place to where the shipment must be delivered.

    # of Items

    Represents the total number of items in the shipment.

    Days Elapsed

    Represents the number of days that passed since the shipment was set to in-transit status.

    Last Status Time

    Represents the time when the shipment status was last changed.

    Status Changed By

    Represents the name of the user who last changed the shipment status.

You have analyzed the details of the in-transit shipment tasks and accessed those you want to work on.

When a shipment is waiting to get dispatched, it remains in pending status until approved. The details of all such tasks that are pending to be shipped and require your attention can be accessed under the Shipment Pending Dispatch category of the My Work dashboard.

To complete the tasks on shipments pending dispatch
  1. In the IWRS application header, select the DASHBOARD tab.

  2. On the page that appears, select My Work > Shipment.

    Accessing shipment management tasks
    Figure 1. Accessing shipment management tasks

  3. From the dashboard contents panel that opens, select the Shipment Pending Dispatch tile.

  4. In the Shipment Pending Dispatch table that appears, analyze the tasks and their attributes as explained in the following table.

    Viewing shipments pending dispatch
    Figure 2. Viewing shipments pending dispatch

    Tip

    To facilitate the task search, use the Site/Depot filter to view the dashboard data pertinent to the institution of your interest.

    Element

    Details

    Shipment Number

    Represents the identifier of the shipment waiting for dispatch. Select the hyperlink to access the shipment request page and act on it as follows:

    Origin

    Represents the identifier of the place from where the shipment is to be sent.

    Destination

    Represents the identifier of the place to where the shipment is to be delivered.

    # of Items

    Represents the total number of items in the shipment that need to be dispatched.

    Days Elapsed

    Represents the number of days since the shipment is requested.

    Requested Time

    Represents the time when the shipment is requested for dispatch.

    Requested By

    Represents the username who requested shipment dispatch.

You have analyzed the details of the tasks on shipments awaiting dispatch and accessed those you want to work on.

A return request is created by a site or depot to send items back to the eligible return institution for various reasons—disposal of damaged products, balancing out an excess supply, and so on. When the return request is initiated, it remains in pending status until you approve the return shipment. The summary of the return shipment tasks awaiting your approval can be accessed under the Return Request Pending Approval category of the My Work dashboard.

To complete the approval tasks on pending return requests
  1. In the IWRS application header, select the DASHBOARD tab.

  2. On the page that appears, select My Work > Shipment.

    Accessing shipment management tasks
    Figure 1. Accessing shipment management tasks

  3. From the dashboard contents panel that opens, select the Return Request Pending Approval tile.

  4. In the Return Request Pending Approval list that appears, analyze the tasks and their attributes as explained in the following table.

    Viewing return requests pending approval
    Figure 2. Viewing return requests pending approval

    Tip

    To facilitate the task search, use the Site/Depot filter to view the dashboard data pertinent to the institution of your interest.

    Element

    Details

    Request Number

    Represents the identifier of the return shipment. Select the hyperlink to go to the New Return Shipment page where you can manage the selected return shipment as follows:

    Origin

    Represents the origin of the return shipment pending approval.

    Destination

    Represents the destination of the return shipment pending approval.

    # of Items

    Represents the total number of items of the return shipment.

    Days Elapsed

    Represents the number of days passed since the return shipment was created and not approved.

    Initiated Time

    Represents the time when the return shipment was initiated.

    Initiated By

    Represents the name of the user who initiated the return shipment.

You have analyzed the details of the tasks on return shipment requests awaiting approval and accessed those you want to work on.