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Aljex Live

Incident Management

Overview: Incident Management is a feature designed to ensure that shipment dates and times are honored by automatically tracking and managing incidents, particularly for customers using EDI shipments.

How Incident Management Works:

  1. Identifying Incidents:

    • Shipments with Incident Management enabled will display an exclamation point (!) in the ribbon.
    • Clicking on the exclamation point will bring up a pop-up window showing the Incident Management history for that shipment.

  2. Manually Adding Incidents:

    • To manually add an incident, click the "Add Incident" button within the Incident Management pop-up.
    • This feature is triggered automatically when dates or times are changed within the Pickup or Consignee modules.

  3. Automatic Incident Management Pop-Ups:

    • Date/Time Changes: For example, if you change a shipment's ready date, an Incident Management pop-up will appear.
    • Region Codes: You will be required to enter a reason code (e.g., weather-related) for the change.
    • Notification: You can also input a notification message if necessary.
    • Saving the Incident: Once you save the incident, it will automatically transmit the EDI code to your trading partner if your system is set up with EDI.

  4. Handling Late Arrivals/Departures:

    • Incident Management also tracks when shipments arrive or depart after the scheduled pickup appointment.
    • You will need to enter a reason code for the delay.

Enabling Incident Management:

  1. System-Wide Activation:

    • To enable Incident Management across your entire system, navigate to Company Setup > Dispatch > Incident Management.
    • This setting will apply to all shipments within your system.

  2. Customer-Level Activation:

    • To enable Incident Management for specific customers, go to the Customer File > Dispatch > Incident Management and set it to "Y" (Yes).

Key Points:

  • Automatic Monitoring: Incident Management operates behind the scenes to monitor and record any changes to shipment dates and times.
  • EDI Integration: If your system is integrated with EDI, incidents and reason codes will be automatically transmitted to your trading partners.
  • Customization: You can enable Incident Management system-wide or for individual customers based on your needs.

This feature ensures accountability and transparency in managing shipment schedules, particularly when dealing with EDI shipments.