Co3

Express Monitoring: Creation of a new Monitoring Request

1 September 2022
Instruction to follow in 5 steps.

1.In the Monitorings side menu, select Requests and then click on the +Create new request button.


2.The following fields must be completed on the New Monitoring Request form:

  • Order number – the number of the order to which the monitoring relates.
  • Additional info – any content (optional field).
  • Search company – used to select a carrier who already has an account on our platform. A minimum of 2 consecutive characters must be entered from the company name or VAT number to search for a carrier.
  • Search vehicle – used to select the carrier’s vehicle. A minimum of 2 consecutive characters from the vehicle number plate must be entered to search for a vehicle.
  • If TIME monitoring is selected, the expected start and end dates and times of the monitoring should be indicated:
  • If TOUR monitoring is selected, no less than 2 feet along the route of the monitored order may be specified, for each foot:
    • address;
    • the date and time when the vehicle should arrive at a given point;
    • type of stop – loading or unloading.

3.After clicking Create in the form, a window will appear to confirm the details of the request:


4.The created monitoring request is visible in the table under Monitorings -> Requests -> Outgoing


5.Information on the new Monitoring Request:

  • is sent as an e-mail to the carrier company

  • it is also visible in the carrier’s account in the table under Monitorings -> Requests -> Incoming:

The carrier may accept or decline the Monitoring Request,

  • if accepted, the customer is notified by e-mail. A new Monitoring is then created under Monitors -> Outgoing -> Time (or Tour)
  • if rejected, the customer is informed by e-mail of the reason for rejection. Monitoring Request changes status to declined.

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