Create a new Shipment

1. Configuration policy
If a policy that should be used is already available, this step can be skipped otherwise please find further instructions below:

Create a new policy

Where you can create the new policy by pressing on the top right. By pressing “create a new policy”, a new view will open that allows the set up of a policy. The following three screens come with it: The first screen “General” will allow for a general description, name and if the policy is enabled (Unless it is enabled the policy cannot be used within monitoring).

On the second screen, the alarm rules for the device can be set up. The rules that are there are differentiated between the device internal sensors as well as external probes. The internal ones consist of temperature and humidity and the external probe of temperature. You can set up multiple setting for each of them and also select between single or accumulated alarms (“single” means a single occurrence needs to meet the time constraint while “accumulated” means there can be multiple instances that violate the value for a shorter amount of time but will trigger the alarm due to them all being added up together exceed the time value) but there are some limitation that must be met so it is required that the alarm delay is a multiple of at least 2 of the measurement interval as well as a combination of temperature with type needs to be unique. There are certain limitations regarding measurement intervals, however SmartView will indicate if a selecton is not valid and provide details on the nedded corrections.

On the third screen specific additional event settings as well as device settings can be defined. For easier overview the available options can be adjusted based on the device used, but they can contain up to settings as light, tilt shock and free fall monitoring. In addition its also possible to set additional features as start prevention without external probe connected or settings specific to communication of the device as well as information available on the device itself as for example an acoustic alarm if a violation occurs.


Once all the required settings are entered the policy can be saved for further use by pressing on the top right of the screen.

2. Alarm profile
With the previously created policy, you are now able to create an Alarm profile. If you already have an Alarm profile you wish to use, this step can be skipped.

Create a new Alarm Profile

To create a new alarm profile, go to the alarm profile menu item and click on the button:

Provide a name for the alarm profile and click OK.

*Optionally you can select an existing alarm profile as a template in the ‘Create an Alarm Profile’ box. If you select an existing alarm profile as a template, then the new alarm profile will get the information that was already defined in the existing profile. This is useful in a situation when an alarm profile similar to an existing one needs to be created.

During the setup a configuration policy has to be selected. The rules for the event profile will be imported from the configuration policies available within the system.

After creating an alarm profile, this can be applied to a sector or a shipment and can be reused as many times as required.

3. Create a Shipment

Create a Shipment

From the shipment overview page, click on to add your shipment.
This will open a pop up as illustrated below, allowing you to choose a shipment ID for your shipment:

*Note: If you have created similar shipments in the past, you also have the option to choose a template for your new shipment out of the existing ones.

Once you have chosen the shipment ID, click OK and you will be redirected to the screen, allowing you to choose the detailed information for your shipment.

*Note: Alternatively, you can add information at a later stage by clicking on the Modify button of a shipment.

You can add the following information to the shipment:

• General settings about the shipment: In this section, you can edit the name (i.e. Unique Shipment Identifier) of the shipment and optionally can add a descriptive note to the shipment. You can also define the customer of the shipment by selecting one from a drop-down list.
• Transportation information of the shipment: In this section, you can define origin, destination, trip ID, transport method, transportation company and carrier of the shipment. Origin, destination and transport method need to be selected from their drop-down lists. If method is selected as “Air” then carrier field will show a drop-down list with “Air Carrier” subset list that is already defined in the system. For other transport method (e.g. road) carrier field will become a free-text field and will allow you to type the name of the carrier.
• Product information for the shipment: In this section, you can choose the predefined product for the shipment. If a product code is defined for the product, then selecting the product, will populate the product code filled in the screen. Optionally you can define related batch number and order number.
  

*Note: Before you start creating a shipment and defining its detailed information, make sure you have already defined and/ or configured the following information: Customer, Location (to be defined as origin/destination), Product, Air carrier subset list, Also note that you may not be able to delete an item (e.g., customer or product) if it was once used with a shipment.

After defining the general information for your shipment, you need to associate the necessary devices to the shipment:

Click in the serial no. field to choose your device for the sector:

Select or modify the start date and click on

*If the devices was started prior to the association a start date for the association has to be set accordingly.

After associating the devices, you need to enable the alarm monitoring for the shipment by choosing an existing alarm profile. This will enable SmartView to apply the appropriate rule, and notify you in case of an excursion alarm. You can access the alarm page by clicking on the alarm tab:

Click on the monitoring button, to enable the alarm monitoring:

Once this has been enabled, you can choose the appropriate alarm profile from the drop-down list:

*Note: If you can’t find the necessary alarm profile in the list, you can define a new alarm profile by following the steps in the chapter Alarm Profiles.

By selecting the alarm profile in the drop-down list, the alarm profile will be applied to your shipment. Click on to save your changes.

4. Set up device

Set up device

In the last step, the site personnel is required to active/start the device for this please refer the the SmartMonitor manual