General FAQ

  1. Bulk Update / Email Update

    • I am trying to do bulk upload but it is giving me an error message "Header Missing"?
      TrakIT only upload the data present in the first sheet of the document. Make sure you mention the column header and the complete data in the first sheet. Also, check if there is any hidden spreadsheet in the document.

    • Why am I getting 'Out of Sequence' error message while updating data via e-mail, when I have used the correct 'TrakIT Upload Ignoresequence' in subject line?
      Ignore sequence requires minimum Operation role and if you are overwriting the data, then you need PowerUser role.


  2. Entity Management

    • How to add Transporter in TrakIT?
    • Select Entity Management in Systems tab in TrakIT. Go to Transporter tab and click on 'Create' button, provide the entity code, entity name and the assigned country.Click on Save button.


  3. Work Order

    • How can I change/update the Transport Document/SI/BN number in a work order?
      Open the work order, click/hover on the work order number. Side menu list will open, select Change Transport Document/SI/BN. Enter the details and Save the changes.

    • I have created the work order in a wrong workflow. How can I change the workflow?
    • Open the work order, click/hover on the work order number. Side menu list will open, select Change Workflow/Services.Select the correct workflow name and its services and click on Save button.

    • How can I split the existing shipment to 2 different shipments?
      Open the work order, click/hover on the work order number. Side menu list will open, select Change Transport Document/SI/BN. Select the work orders that you want to move to different T/D.Enter the new T/D number and Save the changes.

    • Why am I getting 'Missing Transporter' error message while populating some event in work order?
    • That mean the event that you are trying to populate requires Transporter field to be populated first.

    • Why am I getting 'Out of Sequence' error message while populating some event in work order?
    • That mean that you are skipping an event in between and in Workflow Def. ignore sequence is selected as NO.


  4. Delay Tracking

    • I have added the delay tracking cost but it is not showing anything in delay tab in a work order?
      When you add delay tracking cost make sure you select 'Apply to active containers also' and check if the start event is already filled, if it is already populated than it will not be added in the tracking list.

  5. KPI

    • I have added the KPI definitions but it is not showing the updated target days in work order?
      When you add KPIs in workflow definitions make sure you select 'Apply the changes to existing work order list'.

    • Why am I getting the KPI Target days as 5 days in work order, when I have mentioned 40 hours as Target in Workflow Definitions?
      Check if the KPI is calculating in business hours(8 hours).That means 40/8=5 days.


  6. Workflow Definition

    • How can I add 'any event/data' in a particular workflow?
      Open the workflow in workflow definition, select 'Work order Event/Data' from the drop down. Click on 'Create' button, select the Master field and enter any details regarding the field and click on Save.

    • How to set trigger event for a data field?
      Go to workflow definition, select the event and select modify. From the requires drop down, select 'Data' and then select the data field from the second drop down and click on 'Save' button.

    • Why I am not able to delete the work order event from workflow definition, error message coming is 'Cannot delete event with workflow instruction'?
      Check if the event has any workflow instruction added. Open the row menu of that particular event and select 'Workflow' and remove those instructions and then try to delete the event.

    • How can I set some fields mandatory while creating work orders?
      Go to the workflow definition, select the workflow where you want to make the changes. From the drop down select 'Mandatory Header Fields', select the header fields that you want to make mandatory and click on Save button.


  7. Reports

    • How can I remove my email address from the recipient's list from all of the reports?
      Click on Reports tab and go to 'My Reports' section. Click on 'Report Recipient' tab. You will get all the reports where your email address is added in the recipient list. Click on the delete button and remove your email address from the report list. For more details go to My Reports.

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