I see widgets on my homepage, what are those?

image (9).png

 

We have created a default homepage depending on your user profile. This default homepage includes widgets grouped by sections. You will be redirected to the list page with preset filters by clicking on a widget. The number indicated in the widget is the number of filtered results

 

This default homepage has been designed to support some key use cases our customers use when connecting to our platform. This default homepage is entirely configurable, you can decide to:

  • Create/add/reorganize/delete sections
  • Reorganize widgets the way you want by drag & drop across or within a section
  • Remove widgets from the homepage if you think they are not relevant
  • Add your own widgets leveraging bookmarks that you would have previously created

 

The below table presents the different default homepages per user profile with the widgets and sections.

 

Road Shipper user profile

Section name Widget name Description Filters applied
Live tracking Deliveries planned today Orders planned to be delivered today. "Delivery date = ""Today""
Road Status = All except ""Order cancelled"""
Live tracking Deliveries planned today - in progress Orders planned to be delivered today not yet delivered. "Delivery date = ""Today""
Road Status = All except ""Order cancelled"" / ""At delivery site"" / ""Left delivery site"" / ""Delivery conform"""
Live tracking Deliveries planned today - at delivery site Orders planned to be delivered today currently at the delivery site. "Delivery date = ""Today""
Road Status = ""At delivery site"""
Live tracking Deliveries planned today - delivered Orders which are planned to be delivered today and that have already been delivered. Either the truck has left the delivery site or the delivery has been declared conformed. "Delivery date = ""Today""
Road Status = ""Left delivery site"" / ""Delivery conform"""
Action Required Deliveries of the day - late Orders planned to be delivered today but late. "Delivery date = ""Today""
ETA = ""Late""
Road Status = ""Towards delivery site"""
Missing milestone Missing Pairing - deliveries tomorrow Orders planned to be delivered tomorrow with no information about the truck operating the transport (no pairing). "Delivery date = ""Tomorrow""
Resource = ""None"""
Missing milestone

Missing Pairing - loadings today

Orders planned to be loaded today with no information about the truck operating the transport (no pairing). "Delivery date = ""Today""
Resource = ""None"""

 

Road Carrier user profile

Section name Widget name Description Filters applied

Call to action

Missing Pairing - deliveries tomorrow Orders planned to be delivered tomorrow with no information about the truck operating the transport (no pairing). "Delivery date = ""Tomorrow""
Resource = ""None"""

Call to action

Missing Pairing - loadings today Orders planned to be loaded today with no information about the truck operating the transport (no pairing). "Delivery date = ""Today""
Resource = ""None"""

Call to action

Loadings not confirmed Orders for which we have received the information that the loading is not confirmed "Problem = ""Loading delivery"""

Call to action

Deliveries not confirmed Orders for which we have received the information that the delivery is not confirmed "Problem = ""Unconfirmed delivery"""

Live tracking

Loadings planned today Orders planned to be loaded today "Loading date = ""Today""
Road Status = All except ""Order cancelled"""

Live tracking

Deliveries planned today Orders planned to be delivered today "Delivery date = ""Today""
Road Status = All except ""Order cancelled"""

Live tracking

Loadings of the day - late Orders planned to be loaded today but delayed "Loading date = ""Today""
ETA = ""Late""
Road Status = ""Towards loading site"""

Live tracking

Deliveries of the day - late Orders planned to be delivered today but delayed "Delivery date = ""Today""
ETA = ""Late""
Road Status = ""Towards delivery site"""

 

Ocean Shipper user profile

Section name Widget name Description Filters applied
Information at Port of Discharge Arrivals in the next 7 days Orders expected to arrive in the next 7 days "Delivery date = ""Personalized"" : Today / +7"
Information at Port of Discharge Late at arrival Orders that are delayed by more than 3 days compared to the planned arrival date "Container ETA Delay = 3 / 20
Loading date = ""Personalized"" : Today / +15"
Information at Port of Discharge Risk of demurrage at POD Orders waiting (Discharged) at the port of discharge for more than 5 days "Ocean status = ""Discharge (Port of Discharge)""
Container status unchanged: ""5""
Delivery date = ""Personalized"" : -30 / Today"
Information at Port of Loading Departures in the next 7 days Orders expected to depart in the next 7 days "Loading date = ""Personalized"" : Today / +7"
Information at Port of Loading Delayed departures Orders that are delayed by more than 3 days compared to the planned departure date "Container ETD Delay = 3 / 20
Loading date = ""Personalized"" : Today / +14"
Information at Port of Loading Risk of demurrage at POL Orders waiting (Gate In Full) at the port of loading for more than 5 days "Ocean status = ""Gate In Full (Port of Load)""
Container status unchanged = ""5""
Loading date = ""Personalized"" : Today / +30"
Action required Containers not tracked "Orders that are currently not tracked with the following status: 1) ""Not trackable"" - incorrect information received or Ocean Carrier not covered by Shippeo or 2) ""Tracking pending"" - no response from the Ocean Carrier" "Status = ""Not trackable"" / ""Tracking pending""
Container status unchanged: ""3""
Loading date = ""Personalized"" : -15 / +15"

 

Third-party (customer portal) user profile

Section name Widget name Description Filters applied
Live tracking Deliveries planned today Orders planned to be delivered today "Delivery date = ""Today""
Road Status = All except ""Order cancelled"""
Live tracking Deliveries planned today - in progress Orders planned to be delivered today not yet delivered "Delivery date = ""Today""
Road Status = All except ""Order cancelled"" / ""At delivery site"" / ""Left delivery site"" / ""Delivery conform"""
Live tracking Deliveries planned today - at delivery site Orders planned to be delivered today currently at the delivery site "Delivery date = ""Today""
Road Status = ""At delivery site"""
Live tracking Deliveries planned today - delivered Orders planned to be delivered today and that have already been delivered. Either the truck has left the delivery site or the delivery has been declared conformed. "Delivery date = ""Today""
Road Status = ""Left delivery site"" / ""Delivery conform"""

 

How to create a bookmark?

  • In order to create a bookmark you do the following:
    • your chosen filter
    • search
    • and/or your location. Note: This last criterium is only available for the map view.
    • Log into your Shippeo account.
    • Create a Filter search.
    • Click on 'Save' below the search bar.
    • Choose whether you want to include:
    • Click "Save".
    • Your newly created bookmark will appear below the default bookmarks.

 

The homepage will be set as your landing page by default. You can decide to revert back to the Order list, Tour list, or Global map if you decide.

How to update your landing page setting?

You can update your landing page settings at any time by following these steps:

  1. Access preferences on the Shippeo platform.
screenshot 2024-05-15 at 15.08.14.png
  1. Navigate to the "Display Preferences" tab.
  2. Update your landing page settings using the 'Set your landing page' menu.

screenshot 2024-05-15 at 15.08.49.png

How can I create my own widgets?

A widget is a visual representation of the number of results behind filters applied to one of our list pages. You will be redirected to the list page with preset filters by clicking on a widget.

 

There are 2 types of widgets:

  • Shippeo widgets: They are predefined by Shippeo and designed to answer a specific use case. They are easily identifiable with the "S" next to its name.
  • My Bookmark widgets: They result from bookmarks manually created on the list pages.

 

To add your own widget which will redirect you to your own filtered view of the list pages:

  1. Ensure that you have created a bookmark which is visible on the list page ( in this section )
  2. Click on "Edit" the homepage
  3. Click on "Add a widget"
  4. A modal opens up, search for your "My bookmark" widget
  5. Tick the line of the table and click "Ok"

Your widget will now appear on the homepage

 

Why do I see widgets recommended for Carriers when I am a shipper in the "Add a widget" modal?

We have created a default homepage depending on your user profile.

 

All the widgets available by default on the homepage for other profiles than yours are available on the "Add a widget" modal so you can use them if you feel the need to.

 

Note that to get access to widget referring to other transport modes than yours, you need to have subscribed to other transport mode tracking.

 

Can I revert to the list/tour page as my landing page?

Step 1: click on your name on the top right end corner then click on "Preferences"

Step 2: click on "Display preferences"

Step 3: Scroll down to find "Set your landing page" and select the page you want

 

Where are the bookmarks "Orders in progress", "Orders requiring actions" and "Order completed"?

We have removed those bookmarks that were previously available on the order list page by default for every customer.

 

We have created a new default bookmark per user profile

  • Road Shipper: Deliveries planned today
  • Road Carrier: Loadings planned today
  • Ocean Shipper: Arrival this week
  • Third-Party (Customer portal): Deliveries planned today

I had configured my view on the order list page with my columns ordering and filters, but I cannot find it anymore when accessing the Order list page

image (10).png

 

There are three possible scenarios that may apply:

 

Scenario 1: You did not change the default bookmark (orders in progress) but modified the columns

If you've made modifications to the display of the columns of the permanent bookmark on the list page ("Orders in progress", "Orders requiring action", "Order completed"), you will:

  • See this bookmark in your bookmark list. So you will be able to access the custom view that you've previously configured. You can also decide to delete it from your bookmark list
  • Have a new bookmark as the default bookmark based on your user profile
  • Road Shipper: Deliveries planned today
  • Road Carrier: Loadings planned today
  • Ocean Shipper: Arrival in the next 7 days
  • Third-Party (Customer portal): Deliveries planned today

 

Scenario 2: You did change the default bookmark to your own

Your default bookmark will remain the one that you previously selected

 

You will have access to a new bookmark based on your user profile

  • Road Shipper: Deliveries planned today
  • Road Carrier: Loadings planned today
  • Ocean Shipper: Arrival in the next 7 days
  • Third-Party (Customer portal): Deliveries planned today

 

Scenario 3: You did not change the default bookmark nor the column or filters

The default bookmark will be deleted and replaced based on your user profile

  • Road Shipper: Deliveries planned today
  • Road Carrier: Loadings planned today
  • Ocean Shipper: Arrival in the next 7 days
  • Third-Party (Customer portal): Deliveries planned today

 

All the bookmarks that you've manually created are still available on the order list page, and you need to manually add them on the homepage if you want to.

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