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Supply Chain Monitoring

In this section:

You can use Supply Chain Monitoring area of the Company Control Panel to configure the Supply Chain Monitoring platform for the whole company.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring menu

You can configure settings for the Supply Chain Monitoring platform.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings page

In the Account Admin, in the Company Control Panel menu, in the Supply Chain Monitoring area, click Settings.

The Settings page appears.

You can configure the following settings for ​Supply Chain Monitoring:

You can configure whether you want to require an electronic signature when updating the inspection status of shipments.

This means the user is required to re-enter the password and provide a reason for the operation performed as a reason for change.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Electronic Signatures

Configuring Electronic Signatures

  1. In the Settings page, in the Electronic Signatures are, do one of the following:

    1. If you want to require users to provide an electronic signature when updating the inspection status of shipments, in the Require an electronic signature when updating inspection status list, click Yes.

    2. If you do not want to require users to provide an electronic signature when updating the inspection status of shipments, in the Require an electronic signature when updating inspection status list, click No.

  2. Click Save.

You can configure whether you want to require an electronic signature when updating the inspection status of shipments. This means the user is required to re-enter the password and write in a text box the reason for the operation performed.

Note

Having an explanation for the reason a change was made to a shipment can be useful for traceability and compliance.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Reason for change

Configuring Reason for Change

  1. In the Settings area, in the Reason for Change area, do one or more of the following:

  2. To configure whether to require users to provide a reason for the change when deleting or canceling a shipment, do one of the following:

    1. If you want to require users to provide a reason for the change, in the Shipment - delete and cancel list, click Yes.

    2. If you do not want to require users to provide a reason for the change, in the Shipment - delete and cancel list, click No.

    3. Click Save.

  3. To configure whether to require users to provide a reason for the change when adding/editing shipment descriptions or adding/editing/deleting custom properties for a shipment, do one of the following:

    1. If you want to require users to provide a reason for the change, in the Shipment - add/edit shipment description and add/edit/delete custom properties list, click Yes.

    2. If you do not want to require users to provide a reason for the change, in the Shipment - add/edit shipment description and add/edit/delete custom properties list, click No.

    3. Click Save.

  4. To configure whether to require users to provide a reason for the change when duplicating a shipment, do one of the following:

    1. If you want to require users to provide a reason for the change, in the Shipment - duplication list, click Yes.

    2. If you do not want to require users to provide a reason for the change, in the Shipment - duplication list, click No.

    3. Click Save.

  5. To configure whether to require users to provide a reason for the change when they delete or edit comments, do one of the following:

    1. If you want to require users to provide a reason for the change, in the Comments - delete and edit list, click Yes.

    2. If you do not want to require users to provide a reason for the change, in the Comments - delete and edit list, click No.

    3. Click Save.

  6. To configure whether to require users to provide a reason for the change when deleting or editing templates, do one of the following:

    1. If you want to require users to provide a reason for the change, in the Template - delete and edit list, click Yes.

    2. If you do not want to require users to provide a reason for the change, in the Template - delete and edit list, click No.

    3. Click Save.

  7. To configure whether to require users to provide a reason for the change when deleting or editing locations, do one of the following:

    1. If you want to require users to provide a reason for the change, in the Location - delete and edit list, click Yes.

    2. If you do not want to require users to provide a reason for the change, in the Location - delete and edit list, click No.

    3. Click Save.

You can configure whether you want to include the following information when creating a shipment:

  • device description fields

  • device reference fields

  • tracking information

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Shipment Creation Options

Configuring Shipment Creation Options

  1. In the Settings area, in the Shipment Creation Options area, do one or more of the following:

  2. To configure whether to allow users to provide an optional device description when creating a shipment, do one of the following:

    Note

    You can use the device description to describe the location of a device in a shipment, e.g. pallet number, placement within a container, etc. The information entered into the Show Logger Description text box is available in Share Shipment, as well as on the device placement sheet.

    1. If you want to allow users to provide a device description, in the Show Logger Description fields list, click Yes.

    2. If you do not want to allow users to provide a device description, in the Show Logger Description fields list, click No.

    3. Click Save.

  3. To configure whether to allow users to provide an optional device reference when creating a shipment, do one of the following:

    Note

    You can use the device reference to describe the location of a device in a shipment, e.g. pallet number, placement within a container, etc. The information entered into the Show Logger Description text box is available in Share Shipment, as well as on the device placement sheet.

    1. If you want to allow users to provide a device description, in the Show Logger Reference fields list, click Yes.

    2. If you do not want to allow users to provide a device description, in the Show Logger Reference fields list, click No.

    3. Click Save.

  4. To configure whether to include display tracking information when creating a shipment, do one of the following:

    Note

    You can use the display tracking information to do something?

    1. If you want to include display tracking information, in the Display tracking information list, click Yes.

    2. If you do not want to include display tracking information, in the Display tracking information list, click No.

    3. Click Save.

You can configure whether you want the system to delete draft shipments if they have not been modified for a set number of days.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Draft shipments

Note

A draft shipment is considered old when it has not been modified for a set number of days. You can configure the system to delete draft shipments 30, 60, or 90 days after the last change.

Configuring Draft Shipments

  1. In the Settings page, in the Draft Shipments area, to configure whether to want the system to delete draft shipments after a set amount of time, do one of the following:

    1. If you do not want the system to delete draft shipments after a set amount of time, in the Delete old draft shipments list, click No.

    2. If you want the system to delete draft shipments if they have not been modified for 30 days, in the Delete old draft shipments list, click After 30 days.

    3. If you want the system to delete draft shipments if they have not been modified for 60 days, in the Delete old draft shipments list, click After 60 days.

    4. If you want the system to delete draft shipments if they have not been modified for 90 days, in the Delete old draft shipments list, click After 90 days.

  2. Click Save.

You can configure the shipment quality options to use in the Supply Chain Monitoring platform. You can select between two sets of quality statuses:

Item

Description

Three statuses

  • Good - shipment quality is good - shipment can be automatically released

  • Bad - shipment quality has been rejected

  • Undecided - shipment quality cannot be determined and a manual inspection is required

Four statuses

  • Released - shipment quality is good - shipment can be automatically released

  • Partly released - part of shipment has been released

  • Rejected - shipment quality has been rejected

  • Undecided - shipment quality cannot be determined and a manual inspection is required

Note

Updating the quality status configuration will apply to all shipments inspected after the changes. Updating the configuration will not impact closed shipments.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Shipment Quality Status

Configuring Shipment Quality Status

  1. In the Settings page, in the Shipment Quality Status area, to configure which set of quality statuses you want the system to use, do one of the following:

    1. If want the system to use three quality statuses, in the Select shipment quality options list, click Good, Bad, Undecided.

    2. If want the system to use four quality statuses, in the Select shipment quality options list, click Released, Partly Released, Rejected, Undecided.

  2. Click Save.

You can configure options for auto inspection of shipments. You can configure the following:

Whether to require manual inspection for shipments:

  • when excursion severity threshold is exceeded

  • never

Note

If you set this option to Never, shipments with excursion severity exceeding the threshold configured below, will be transitioned to Closed status with Shipment Quality Status as Undecided.

excursion severity threshold

Excursion severity threshold is used by the Supply Chain Monitoring platform to determine shipment quality and when to raise a visual alarm on the device.

  • low severity and above

  • medium severity and above

  • high severity

Resend shipment report after manual inspection

Configures whether to automatically resend the shipment quality report for shipments that require manual inspection after manual inspection has been performed and the shipment closed. You can select the following options:

  • resend

  • do not resend

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Shipment Auto Inspection Options

Configuring Shipment Auto Inspection Options

  1. In the Settings area, in the Shipment Auto Inspection Options area, do one or more of the following:

  2. To configure when to require manual inspection of shipments, do one of the following:

    1. If you want to require manual inspection of shipments users when excursion severity threshold is exceeded, in the Require manual inspection for shipments list, click When excursion severity threshold is exceeded.

    2. If you do not want to require users to provide a reason for the change, in the Require manual inspection for shipments list, click Never.

    3. Click Save.

  3. To configure the excursion severity threshold for shipments, do one of the following:

    1. If you want to set the excursion severity threshold to low, in the Excursion severity threshold list, click Low severity and above.

    2. If you want to set the excursion severity threshold to medium, in the Excursion severity threshold list, click Medium severity and above.

    3. If you want to set the excursion severity threshold to high, in the Excursion severity threshold list, click High severity.

    4. Click Save.

  4. To configure whether to resend shipment reports after shipments that required manual inspection have been inspected and closed, do one of the following:

    1. If you want to resend shipment reports after manual inspection, in the Resend shipment report after manual inspection list, click Yes.

    2. If you do not want to resend shipment reports after manual inspection, in the Resend shipment report after manual inspection list, click No.

    3. Click Save.

You can configure whether to include access to comments when sharing shipments via Share Shipment.

Note

Granting access to view comments grants anonymous users permission to view and create comments on the shipment.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Shared Shipments options

Configuring Shared Shipments Options

  1. In the Settings page, in the Shipment Quality Status area, to configure whether to include access to comments when sharing shipments, do one of the following:

    1. If you want the system to include access to comments, in the Shared Shipments Options list, click Read and write.

    2. If you do not want the system to include access to comments, in the Shared Shipments Options list, click No access.

  2. Click Save.

You can configure the following options for what to include in reports sent to subscribers.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Settings - Shipment Report Options
  • Include custom properties in shipment reports - you can include any custom properties defined for a shipment in the shipment report. For more information, see Custom Properties.

  • Include comments in shipment reports - you can include any comments made on a shipment in the shipment report.

  • Include inspection comments in shipment reports - you can include any comments made during manual inspections of shipment in the shipment report.

  • Show pending/missing data banner for closed shipments - you can include a banner indicating there is pending/missing data for the shipment.

  • Notify report subscriber in case of data availability issue - you can configure the system to send report subscribers a separate notification in case of a data availability issue.

  • Include Excel raw data with reports - you can include the raw data about the shipment in an attachment in Excel file format. This includes all data measurements from all devices assigned to a shipment.

  • Include PDF raw data with reports - you can include the raw data about the shipment in an attachment in PDF file format. This includes all data measurements from all devices assigned to a shipment.

Configuring Shipment Reports Options

  1. In the Settings area, in the Shipment Reports Options area, do one or more of the following:

  2. To configure whether to include custom properties in shipment reports, do one of the following:

    1. If you want to include custom properties, in the Include Custom Properties in shipment reports list, click Yes.

    2. If you do not want to include custom properties, in the Include Custom Properties in shipment reports list, click No.

    3. Click Save.

  3. To configure whether to include comments in shipment reports, do one of the following:

    1. If you want to include comments, in the Include Comments in shipment reports list, click Yes.

    2. If you do not want to include comments, in the Include Comments in shipment reports list, click No.

    3. Click Save.

  4. To configure whether to include inspection comments in shipment reports, do one of the following:

    1. If you want to include inspection comments, in the Include Inspection Comments in shipment reports list, click Yes.

    2. If you do not want to include inspection comments, in the Include Inspection Comments in shipment reports list, click No.

    3. Click Save.

  5. To configure whether to show a pending/missing data banner for closed shipments, do one of the following:

    1. If you want to show a pending/missing data banner, in the Show pending/missing data banner for closed shipments list, click Yes.

    2. If you do not want to show a pending/missing data banner, in the Show pending/missing data banner for closed shipments list, click No.

    3. Click Save.

  6. To configure whether to notify report subscriber in case of data availability issues, do one of the following:

    1. If you want to notify report subscriber in case of data availability issues, in the Notify report subscriber in case of data availability issue list, click Yes.

    2. If you do not want to notify report subscriber in case of data availability issues, in the Notify report subscriber in case of data availability issue list, click No.

    3. Click Save.

  7. To configure whether to include Excel raw data with reports, do one of the following:

    1. If you want to include Excel raw data, in the Include Excel raw data with reports list, click Yes.

    2. If you do not want to include Excel raw data, in the Include Excel raw data with reports list, click No.

    3. Click Save.

  8. To configure whether to include PDF raw data with reports, do one of the following:

    1. If you want to include PDF raw data, in the Include PDF raw data with reports list, click Yes.

    2. If you do not want to include PDF raw data, in the Include PDF raw data with reports list, click No.

    3. Click Save.

You can configure projects for the Supply Chain Monitoring platform.

Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects page

In the Account Admin, in the Company Control Panel menu, in the Supply Chain Monitoring area, click Projects.

The Projects page appears.

Note

Disabled projects appear grayed out.

Table 15. Projects list

Item

Description

Selection

Click to select project.

Name

Description

  • Name of project

Status

Reference ID

  • Status of project:

    • Active

    • Disabled

  • Reference ID, if provided.

Created

Disabled

  • Date project was created, in MMM DD, YYYY @ HH:MM format.

  • Date project was disabled, in MMM DD, YYYY @ HH:MM format, if applicable.

Actions

Actions you can take on the project:

  • Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Projects list - button to edit project - click to edit the project.

  • Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Projects list - button to manage user permissions - click to manage user permissions for the project.

  • Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Projects list - button to deactivate project / Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Projects list - button to activate project- click to enable or disable the project.



  1. To create a new project, click + Create New Project.

    Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Create New Project button

    The Create New Project page appears.

    Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Create New Project page
  2. In the Project name box, type the name for the project.

  3. If you want to include a project reference, in the Reference ID box, type the reference ID for the project.

  4. To configure whether the project should be active, do one of the following:

    1. If you want the new project to be active, in the Status list, click Active.

    2. If you want the new project to be inactive, in the Status list, click Disabled.

  5. If you want to include a project description, in the Description box, type the description for the project.

  6. Click + Create Project.

    SCM - Admin Panel - Projects - Click to create/save the new project

    The Projects page appears, with the new project in the list of Active Projects.

  1. To modify a project, in the Projects list, locate the project you want to modify and click SCM admin panel - Edit user button.

    The Edit Project page appears.

    Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Edit Project page
  2. To modify the project, do one or more of the following:

    1. If you want to modify the project reference, in the Project name box, type the new name for the project.

    2. If you want to modify the project reference, in the Project reference box, type the new reference for the project.

    3. If you want to modify whether the project should be active, do one of the following:

      1. If you want the new project to be active, in the Status list, click Active.

      2. If you want the new project to be inactive, in the Status list, click Disabled.

    4. If you want to modify the project description, in the Description box, type the new description for the project.

  3. Click Save changes.

    Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Edit Project page - save changes button

    The Projects page appears.

  1. To change user access to a project, in the Projects list, locate the project you want to modify and click SCM - Admin Panel - Projects - Click to edit project.

    The Edit Project Access page appears.

    Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Edit Project Access page
  2. If you want to grant users access, for each user you want to add, in the Add Users to Project list, do the following:

    1. Start typing the name or username of the user.

    2. When you see the user you want to add, click the user.

      The user is added to the Add Users to Project list.

    3. Click Add Selected Users.

      Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Edit Project Access page - Add Selected Users button

      The Edit Projects Access page appears, showing a list of users with access to the selected project in the added to the Users with Access table.

  3. If you want to remove access from a user, in the Users with Access table, locate the user and in the Actions column, click Account Admin -­ Company Control Panel -­ Supply Chain Monitoring - Projects - Edit Project Access page - Remove Selected User X.

    The user is removed from the Users with Access table.

  1. If you want to disable a project, in the Projects list, do the following:

    1. Locate the project you want to disable and click SCM - Admin Panel - Projects - Click to disable this project.

      A confirmation window appears.

    2. Click OK.

      The Projects page appears; the disabled project is removed from the Active Projects list.

  2. If you want to enable a project, do the following:

    1. To view the list of disabled projects, click + Show Disabled Projects.

      SCM - Admin Panel - Projects - Click to show a list of disabled projects

      The Disabled Projects list appears.

    2. Locate the project you want to enable and click SCM - Admin Panel - Projects - Click to enable this project.

      The Projects page appears; the enabled project is now in the Active Projects list.