Navigator Item & Unit Scanning
Containerization
- Online
Portal
- Containers
- Container Dashboard
- Create a New Container
- Scanning Unit IDs in to Container(s)
- Container View (Packing)
- Tracking the Container and Unit ID
- Driver Scanning at Collection
- Job View Tracking to Collection
- Container View (registered with booking)
- Tracking to Delivery
- Job View Tracking to Delivery
- Unpacking the Container
- Back
Office Reporting
- Item Scan Report
- View Report
- Icons (Container / Single)
- Search Functions
- Scan History of Items
- Portal Naming of Unit IDs
- Bulk Unpack Setting
- General Reports
- Important
Notes
Online Portal
If drivers are working on scheduled bookings, the client can
create a container which the driver will scan at collection to register the
container to the booking.
Containers
Container Dashboard
Features
- Tabular breakdown of Container status - Awaiting
Collection, Checked In (at collection), Checked Out (at Delivery) and Unpacked
at Destination.
- Container Data including Date created, assigned
Consignment number, Count of Unit IDs and container status.
- Search function to look up Container IDs or Unit
IDs
- Data Charts displaying the split of Containers
by Accounts and Unit Count per Container.
Create a New Container

If they do not have a pre-printed barcode, click Generate a
Code
Scanning Unit IDs in to Container(s)
As the operator scans the items, they will appear in this
list.

To store the items to the container, the operator must click
Save Changes.
Container View (Packing)

Features
- Container Barcode
- Number of Unit IDs remaining in the Container
- Function to remove Unit IDs from the Container
- History Log of Unit IDs
- Prior to Collection, operators can add more Unit
IDs to a Container (This function is removed once the driver checks in the
Container).
Note
- If a Unit ID is removed this will remain visible
as a removed item along with the date / time record when it was removed plus
the user who actioned it.
Tracking the Container and Unit IDs
Job Tracking View

Should the online operator wish to assign the container with
a booking

Complete or scan in the container barcode number and
Register Item

Driver Scanning at Collection






- Drivers are required
to Arrived prior to item Scanning
- If set on account
in Navigator, a name / signature has to be obtained when confirming collection.
Note:
- The above images
shows a registered Item Barcode at check in (in Orange).
- Should the Item
not be registered, the list will be blank and the Driver should proceed to Scan
the Item being Collected to complete the Check In.
- Drivers should
not scan Unit IDs (within the Container)
Job View Tracking to Collection

Features
- Live Driver Map
- Job based milestones
- Container Checked In time (will list multiples
if more than one container was presented).


Listed Containerized Items in this Consignment view
Container View (registered with booking)

Features
- Container Barcode
- Driver Scans of the Container (Check In / Check
Out / Location / Postcode / Date &
Time).
- Number of Unit IDs remaining in the Container
- Tracking Map & Live Driver plus Milestones
- Unit IDs inside the container
- History Log of Item IDs
- Function to remove Unit IDs from the Container
(permanently recorded in History Log).
Tracking to Delivery






- Drivers are
required to have Arrived prior to item Scanning
- Items have to be
Checked Out to complete Delivery
- Normal functions
of POD Name / Date / Time / Photo of Delivery
- Drivers are not
required to scan Unit IDs
Job View Tracking to Delivery

Features
- Journey Map
- Tracking milestones
- Container Checked Out time (will list multiples
if more than one container was registered with the consignment).
Unpacking the Container
Operator can locate the Container clicking Containers top
right.

This opens the Containers Dashboard
This view will display all containers on the account
categorised by their movement status.
Operators can locate the container received by clicking
through the tabs or by Scanning in the Barcode ID in to the search field.
Note:




Features:
- Container Barcode
- Driver Scans of the Container (Check In / Check
Out / Location / Postcode / Date &
Time).
- Number of Unit IDs remaining in the Container
- Tracking - Journey Map & Milestones
- Unit IDs inside the container
- History Log of Item IDs
Back Office Reporting
Item Scan Report
Report View

Icons
- Containers are shows with multi box icons
- Items which are not containers have single box
icons
Search Functions
Scan History of Items

Clicking on the item row, the History of item Scans will
display.
Portal Naming of Unit IDs
This will replace all references on the portal from Unit ID
to Sample ID.
Bulk Unpack
Enables the Bulk Unpack of Units from the Container
Operator is required to click Bulk Unpack and Save Changes
to confirm unpacking.
General Reports

Produce Excel reports for Items, item Containers and Unit
IDs, output to CSV and PDF.

Important Notes
- Containers can only be registered to Bookings
when the Online Operator is registered as a Contact on the Booking Account (not
a parent account).
- Unpacking can only be completed by Online
Operators who are on the same account as the booking or the groups Parent
Account.
- Non Containerised Item Scanning is an existing
piece of functionality within the Navigator and Navigator Mobile applications.
- All the same functionality remains covering
location barcodes and item scanning.
- Containers are to be treated as an item, drivers
do not need to process containers differently from normal items when using the
Navigator mobile application.
- Customers / Operators who pack and unpack
Containers do not require the Navigator Mobile Application
- Customer / Operators should only use the client
portal and a USB Barcode Scanner to complete the packing and unpacking steps. A
thermal Label printer is also an option of barcode creation / printing.
- Container Dashboard will show Containers not
registered with a consignment as Pending, this will update to the
Consignment Number once registered by the Operator or a Driver Scans the
Container.
