How to send a lane creation/update/deactivation request.

How to:

• Send a lane creation request (for Manufacturers).
• Send a lane creation request (for Forwarders). 
• Send a lane update/deactivation request.

How to send a lane creation request (for Manufacturers).

Lane creation requests can be sent from a manufacturer to a forwarder as well as internally from one team member to another or even a group of people (if a group has been created). This feature is available for manufacturer and forwarder users.

For a manufacturer user to send a lane-creation request navigate to the lane overview. 

Click on the "Request Lane" button, and a pop-up screen will appear. Fill in the required information:

General tab:

• Origin location
• Destination location
• Forwarder (for manufacturers)
• Responsible person to review the request. (internally, before sending it to the forwarder or user that needs to complete the task)
• Mode of transportation
• Incoterms
• Proposed solution (Not a mandatory field)
• Proposed date of the shipment (Not a mandatory field)
• External source for reference (Not a mandatory field)

Configuration tab:

Select between Defined Packaging (Has to be added to "My Packaging" list.) or Manual:

• Booked temperature range
• Packaging type
• Dangerous goods - Yes/No
• Has temperature monitors - Yes/No

Add Thermal Packaging in Lane Risk Assessment.

When creating a lane request manufacturer can add approved packaging from the “My Packaging” list.

As the forwarder receiving the lane creation request is the owner of the lane the packaging information can still be overridden by the forwarder. Forwarder has access to the packaging information of a manufacturer if the manufacturer has sent it in a lane request. The lane is automatically shared with the manufacturer and the only way to remove the manufacturer is by clicking on the “stop sharing” button, the packaging has to be changed to own or manual if a forwarder wants to stop sharing the lane.

A manufacturer user can still go back and override the packaging, even if the forwarder has changed it. All changes will be captured in the audit trail. The lane status has to be “In Progress” in order to apply the change.

Who can change make this change? – approvers, QA approvers contributors and tenant admin.

Removal of qualified duration question for certain types of packaging - When creating a lane, the qualified duration question no longer appears for options “non-insulated” or “thermal blanket”, two active types, electroactive and dry ice active.

All companies, active and inactive can be selected as a forwarder in lane creation request if the forwarder is inactive, the lane is created in the manufacturer's environment.

It is possible to limit the possibility of sending the Lane Creation Requests to a specific group of people, in order to do that a group of users has to be pre-defined by an administrator user and then the limitation of lane creation has to be set in the settings.

After the lane request has been sent, the responsible user that has been assigned receives a task to review the lane request. If the request is assigned to a group, one of the group members can claim the Lane Review Request.

After clicking on the task, a new pop-up window appears.

If rejecting the request, the responsible user has to give a reason for rejection. The manufacturer-responsible user that has submitted the lane creation request receives a task when the lane creation request has been rejected. Two options are offered: 1. To adjust and resubmit the request, 2. to delete the request.

If approving the lane request a responsible person has to be assigned on both sides - the manufacturer and forwarder side, it is possible to assign an own company approver and a QA approver as well.

Please note: When roles are assigned a lane is created in the forwarder environment and shared with the manufacturer. If a forwarder user is not assigned, a lane is created in the manufacturers environment.

The assigned forwarder user can then begin building the lane. After the forwarder has completed the lane risk assessment the manufacturer user(s) can be added as approvers to approve the lane, up to 6 users. 

Add Lanes to Lane SOP.

Connecting Lanes to SOPs of different users (other companies).

How to send a lane creation request (for Forwarders).

Lane creation requests can be sent from a manufacturer to a forwarder as well as internally from one team member to another. This feature is available for manufacturer and forwarder users.

For a forwarder user to send a lane-creation request, navigate to the lane overview. 

Click on the "Request Lane" button, and a pop-up screen will appear. Fill in the required information:

General tab:

• Origin location
• Destination location
• Responsible person to review the request.
• Mode of transportation
• Incoterms
• Proposed solution (Not a mandatory field)
• Proposed date of first shipment (Not a mandatory field)
• External source for reference (Not a mandatory field)

Configuration tab:

• Temperature range for transport and storage
• Packaging type
• Dangerous goods - Yes/No
• Has temperature monitors - Yes/No

After the lane request has been sent, the responsible user that has been assigned receives a task to review the lane request. 

After clicking on the task, a new pop-up window appears.

If rejecting the request, the responsible user has to give a reason for rejection. The responsible user at the forwarder, that has submitted the lane creation request receives a task when the lane creation request has been rejected. Two options are offered: 1. To adjust and resubmit the request, 2. to delete the request.

If approving the lane request a person in your company has to be assigned as responsible, you can leave a comment as well.

After the lane creation request has been approved and the user assigned as responsible, the responsible user can start to build the lane in the lane 'Configuration tab'.

Create and configure a lane risk assessment.

How to send a Lane update or deactivation request?

Lane deactivation and lane update functionality can be found in the lane overview screen as one of the bulk actions. To request a new lane to be created or an existing lane to be deactivated follow these steps.

1. Navigate to your lane overview.

2. Select the lanes you would want to request to be updated or deactivated.

After having clicked on the “Update” or "Deactivation" button, a popup window will appear. Fill in the information and click on “Update” or "Deactivation". This request will be sent to the lane owner. The lane owner then has two options - to approve or to reject the request. 

If a lane deactivation has been approved, the lane will still be visible, but it will no longer appear as ”Active”. 

It is possible to limit the possibility of sending the lane deactivation/update to a specific group of people, in order to do that a group of users has to be pre-defined by an administrator user and then the limitation of lane creation has to be set in the settings. 

Deactivation requests can only be sent when lanes are in an Approved state and/or active. The request cannot be sent if a lane does not have an approved workflow or is inactive. In such cases, a warning message will appear with an explanation.

When the Responsible Person of a lane receives and approves a lane deactivation request, the action will be captured in Version Control.