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Configuring Transportation Related Policies

1. Log in on to the One Network system.
2. Navigate to Transportation > Policies. Three Policies options are available: Tracking Event Policies, Execution Policies, and Distance Policies.
   

Configuring Tracking Event Policies

1. Select Navigate to Transportation > Policies > Tracking Event Policies.
2. The Tracking Event Policies page is displayed. There are two tabs at the top of the screen: Movement Events and Shipment Events. The Movement Events tab lists those Tracking Events that would be tracking events that are available at the Movement level, and the Shipment Events tab lists those Tracking Events that would be the tracking events that are available at the Movement level.
   
   
   

3. To define which Tracking Events that will be displayed display the tracking events in the list of available Tracking Events tracking events at the Movement level and at the Shipment level, set the checkboxes under the Active column by each desired Tracking Eventrequired tracking event.

   Note
   This will be the list of Tracking Events tracking events shown when the user selects the Create Tracking Event button on the Movement Tracking or Shipment Tracking screen.

   
   
   
   

   Info
   The One Network system comes with a group of pre-defined tracking events.

4. Click New, to Tracking Events. To see the list of system-provided tracking events. 
5. Open  Tracking Events, press the New button. On the Create Movement EvtConfig screen page or the Create Shipment Evt Config screen, for page. 

6. From the Event Type

   field

   drop-down list, select

   the

   Standard Event Type

   option from the drop down list. The

   .

   Info
   The field next to this will then have a drop down list of the system-provided Tracking Events. When selecting one of these events from the drop down list, the fields for this event will be displayed and if they are required by the system or not.

   
    

   If a field is required by the system, the user cannot make it optional. To configure the field to be displayed or not, select or deselect the check box for that field name under

   the

   the Active

   column

   column.

   Note
   For a system-provided Tracking Event, the user can define if they want a non-required field to be required by selecting the check box next to that field name under the Required column.

   Info
   The user can configure the fields for a

   Tracking Event by

   tracking event by Partner Type. To define the Partner Type, select one of the options from

   the

   the Target Groups

   field

   field drop down list.

    

   Info
   The user can create custom Tracking Events and configure the required and optional fields for different Partners. These custom Tracking Events are meant to be information only and they will not execute any business logic when selecting that event.

7. To create a custom tracking event,

   press the

   click New

   button

   .
   

   The

   
   

   Info
   The Create Movement Evt Config

   screen will be displayed (Note – if selecting the New button from

   page is displayed. If you click New from the Shipment tab,

   the

   the Create Shipment Evt Config

   screen will be

   page is displayed

   )

   .

   
   
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8. For From the Event Type field drop-down list, select the Custom Event Type option from the drop-down list, and enter a name for the custom Tracking Event in the text field next to the drop-down list. 
9. Select an option from the From the Target Groups drop-down list to define who can view and operate on this custom Tracking Eventtracking event. Options include My Organization, Carrier Partners, Customer Partners, Supplier Partners, Carrier and Customer Partners, Carrier and Supplier Partners, Customer and Supplier Partners, All Partners, and All. 
10. Select the required fields you would like to be displayed for this custom Tracking Event tracking event by selecting clicking the respective check box by the associated field name under the Active column. If you also want a field to be required, select the check box for that field For required fields, click the necessary fields under the Required column.
11. Press the

    Click Submit

    button to

     to create the

    Custom Tracking Event

    custom tracking event.
    
    

    Note
    A Movement or Shipment Tracking Event can be configured to raise

    an

    an Exception Request

    in

    in response to that event occurring.

    These

    These Exception Requests

    can

    can then be used by the Transportation Controlling Organization and the Carrier to capture details that justify the deviation from the standard, expected process.

    Info
    Exceptions are events that occur

    that

    the

    Carrier would like to request

    due to which Carrier requests an exemption

    from

    so that the Carrier is not penalized accordingly. To associate

    an

    an Exception

    with

    with a Movement or Shipment event, the user must

    first

    create

    an

    an Exception Code

    and

    and then associate that code with a specific Movement or Shipment Tracking Event under the Tracking Event Policies

    screen

    page. Once that Tracking Event is submitted by the Carrier, the

    associated

    associated Exception

    will

    will be raised

    that the

    to check whether Hub can

    then view to see if they

    approve or deny the Carrier's exception request.

    An

    An Exception

    can

    can go

    thru

    through various states which include: Pending, Approved, Denied, Deferred,

    and

    and Appealed. Once A

    Carrier

    Carrier Exception

    is

    is raised, it will start in

    the

    the Pending

    state

    state. The Hub can approve or deny

    the

    the Exception

    which

    which will move it to

    the

    the Approved

    or

    or Denied

    state

    state. Denied Exceptions can be viewed by the Carrier who can appeal the

    denied

    denied Exception

    –

    – these

    appealed

    appealed Exceptions

    would

    would move to

    the

    the Appealed

    state

    state. Exceptions

    are

    are viewed by the Carrier on his dashboard using

    the

    the Exception Request Summary

    portlet

    portlet. A Hub can defer looking at

    the

    the Exception

    until

    until a later time – these

    deferred

    deferred Exceptions

    would

    would be moved to

    the

    the Deferred

    state

    state.

     
12. To create an Exception Code, navigate to Administration - > Codes - > Exception Codes.
    
    
    
13. On the Exception Codes screen page, enter the name for the exception in the Exception Code Name field and then press the click Add button.
    
    
    
14. To associate an Exception Code with a Tracking Event, navigate to Transportation - > Policies - > Tracking Event Policies.
15. To define a Tracking Event to raise an Exception Request when that event occurs, select the checkbox for the Debrief Exception for the specific event and enter the Exception Code under the Exception Code column. Press the Save button to  

16. Click Save to save this setting. This can be defined for a Tracking Event at the Movement level using the related tab or at the Shipment level by using its related tab.
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    When

    
    

    Info
    When this exception-defined Tracking Event is added by the Carrier,

    an Exception

    an exception will be raised. The Hub can view

    these Exceptions

    these exceptionsby navigating to Tools

    -

    > Exceptions

    -

    > Pending. The Hub can also

    view Exceptions

    view exceptions by their State by navigating to Tools

    -

    > Exceptions

    -

    > State Summary or by navigating to Tools

    -

    > Exceptions

    -

    > Search Exceptions.

    
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    Info
    For pending

    Exceptions

    exceptions, the Hub can either approve the

    Exception if he is okay with it or he can deny it if he does not agree with it or he can

    exception,deny it, or defer it and look at it at a later time. The

    Carrier

    carrier has a similar view of these

    Exceptions

    exceptions and can view

    Exceptions

    exceptions that the Hub denied and for denied exceptions,

    he

    the carrier can appeal them. The Hub

    would then

    can see these exceptions under the Appealed state.

    Note
    The following screen-shot shows a Pending Exception that was raised when the Carrier added a Delayed Tracking Event at the Movement level. Select the link exception number under the Detail column to go to the details of the Exception in order to perform an action.

    
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    On the Exception Details screen

    
    

    Info
    On the Exception Details page, the Hub can select an action such

    as

    as Approve

    or

    or Deny. The Hub can also add a comment that can be viewed by the Carrier by

    selecting the

    using Add

    button

    button in

    the Comments section and then can save that comment by pressing the Add Comment button on

    the Comments section. To save the comment, click Add Comment, which is at the bottom of the

    screen

    page.

    
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17. After performing you complete one of the actions, the state of the Exception will change accordingly.
    

Configuring Execution Policies

1. Select Transportation -To configure execution policies, click Transportation > Policies - > Execution Policies.

2. The Execution Policies

   screen will be

   page is displayed.
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   Info
   On the

   screen, there is a Policy named "

   Execution Policies page if you set Allow Delivery only after Pickup

   ". If set

   ,

   this Policy will enforce that a Pickup

   a pick-up action has to be done on a Movement/Shipment prior to performing a Delivered or Ready for Delivery action.

3. To set this Policy, select the checkbox next to the Policy name and then press the Update buttonpolicy, click Allow Delivery only after Pickup check-box and click Update. A success message will be is displayed.
   
   
   
4. With this Policy set, if the user then tries to perform a Delivered or Ready for Delivery action prior to having done a Pickup action, the system will display an error message stating "Delivery/Delivery Ready action cannot be performed without Pickup action".

Configuring Distance Policies

1. Select Transportation -To configure distance policies, click Transportation > Policies - > Distance Policies.

2. The Distance Policies

   screen will be

   page is displayed.
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   Info
   The Distance Polices

   screen

   page allows the user to customize the distance calculations for the system to use based on Shipment/Movement characteristics. For example, the user can add rules to say that all hazardous Shipments should use practical route mileage, even when the default mileage is computed using shortest route. At the top of the

   screen

   page, the default settings are defined

   – these

   . These are required fields. The fields include: "Default Distance Source" such as "PC Miler" or "Mile Maker", the "Default Distance Type" such as "Practical", "Shortest",

   etc.

   and the "Default Location Basis" such as "City-State, Zip/Postal, Lat-Long"

   , etc

   .

   Note
   PC Miler and Mile Maker are third-party tools that the system uses to calculate postal code-to-postal code distances in the United States, Canada and Mexico.

   
   

   On the bottom of the screen under the

   
   

   Info
   Under the Distance Policy Overrides section, the user can set override settings based on Equipment, Commodity Code, From (Country), To (Country), Hazard Class, Over Dimension (Y/N) and Over Weight (Y/N) and then the corresponding Distance Source, Type and Location Basis.

3. To create a Distance Policy Override setting, press the click Add link and enter information in each of the desiredrequired, editable fields (Note - these editable fields have .

   Note
   Editable fields are marked with a pencil symbol

   )

   .

   Note
   Not all of these settings need to be entered; the user can leave any setting blank.

   Info
   For each of these override settings, the user also needs to specify its Priority. Priority Numbers must be unique (

   e.g.

   for example, 1, 2, 3,

   etc

   .and so on with 1 being treated as the highest priority). If multiple overrides apply, the system

   will use

   uses the one with the highest priority. Not all of these settings need to be entered. The user can leave any setting blank.

   
   
   
   

4. Once the information has been is entered, press the click Save button to  to save the Default and Override settings.