Handle planning exceptions

Transportial watches your planning and raises an exception when something goes wrong or is about to, for example a stop that is overdue or a trip without a driver close to departure. For each exception it suggests one or more alternatives you can pick from.

Open the exceptions

1. Click the home icon (Dashboard) in the header.
2. Click the Exceptions tab.
3. The page Replanning suggestions opens with all open exceptions.

Exception types

• Action failed and Trip cancelled with work outstanding
• Trip timing drift, Trip not started and Stop overdue
• Time window at risk
• No vehicle assigned and No driver assigned
• No vehicle signal
• Consignment not planned

Each exception has a severity: Critical, Warning or Info.

Find exceptions

• Search by trip, reason or exception.
• Sort by Severity (default), Creation date, Delay or Cost difference.
• Filter on Status (Open by default; also Accepted, Dismissed, Closed automatically), Severity, Exception type, Trip, Suggestion type, Evaluation, vehicle, Vehicle group / fleet, driver and creation date.

Your filters and sort are remembered.

Handle an exception

1. Read the exception header: type, severity, the trip (or consignment) with its number, start, vehicle, drivers and status. Click the trip to open it.
2. Read the alternatives below it, ranked as Option 1, Option 2 and so on. Each shows its type, such as Minimal change, Move to another trip, Replan all, Assign, Notify customer, Contact driver or Check manually, and the reasoning.
3. Click Evaluate on an option to calculate whether it is feasible and what it does to delay and cost.
4. Compare the result, for example "+30 min delay · Δ cost". An option marked Not feasible is best skipped.
5. Click Accept on the option you choose, or Dismiss to reject an option.
6. Check the trip afterwards to confirm the change is what you expected.

Handled options keep their status tag until you reload the list. When the problem goes away by itself, for example because a driver was assigned or the stop was completed, the exception is closed automatically and the reason is shown.

For administrators: configure exceptions

1. Open Settings and click the Environment tab.
2. Open the Planning section.
3. Switch Detect planning exceptions automatically and Close exceptions when they no longer apply on or off.
4. Under Exceptions to raise, pick the types to use, or leave it empty for all types.
5. Set the thresholds, such as Minutes past the planned start before a trip counts as not started or Hours before departure a trip must have a vehicle and a driver.
6. Click Save.

The Trip cancellation block in the same section decides what happens to a consignment when its trip is cancelled half-way, for example Flag the consignment as requiring replanning.