Special Events

Special events are predefined event types that are recorded at a transport point during tour execution — for example a breakdown, an accident, a delay or another exceptional situation. Each special-event type defines in which situations it is offered, which inputs (text, photo, location, voice message) are required, which notifications are triggered upon recording, and how the event is processed further (e.g. display on the delivery note or generation of a PDF).

This page is intended for administrators. Here the special-event types are managed centrally before they can be used in day-to-day work.

Note: The management of special events is only available to users with administrator rights.

1. Navigation

The management of special events is accessible via the main menu under Master Data › Special Events.

2. Overview (table)

The overview shows all defined special events in a configurable table. Each row represents one special-event type.

Standard columns

The columns set to Yes/No are displayed as tick symbols.

Sorting and column configuration

Clicking a column header sorts the list in ascending or descending order. The visible columns and their order can be adjusted per user; the configuration is retained after logging out (see Section 9).

3. Group filter

The filter bar lets you restrict the displayed list to a specific group.

• Select group: Select the desired group in the group field. A search function makes it easier to find the desired group.
• Current group only: With this option, the display is restricted to special events of the selected group. If it is disabled, the accessible subgroups are also included.

Note: The option "Current group only" is not available to pure subcontractors.

4. Create and edit a special event

A new special event is created via the "Add" button in the toolbar. To edit, select an existing special event and click "Edit" (alternatively by opening the row).

A dialog with three tabs opens: General, Translations and Predefined Texts.

4.1 "General" tab

On the "General" tab, the basic data and the behaviour of the special event are defined.

Basic data

Settings

The behaviour settings are divided into four areas:

• Display: Determines when the special event is offered — when loading, when unloading and/or when a position is in execution.
• Input: Defines which entries must be recorded — photo required (incl. rotation behaviour, see Section 5), text required, location required and voice message required.
• Action: Controls the automatic actions upon recording — inform dispatching, inform responsible person by email, inform location, inform customer, inform client, set status to warning, as well as storing additional email addresses for notifications.
• Output: Determines the further processing — create PDF and attach to location, show with signature, show on delivery note and export.

4.2 Saving

With "Save", the special event is created or updated. The recorded translations and predefined texts are saved at the same time.

Note: If the entered reference ID has already been assigned, saving is rejected and a corresponding notice is displayed. In this case, choose a different reference ID.

5. Photo rotation

If photo capture is enabled in the "Input" area, an automatic rotation of the captured images can additionally be set.

1. Enable the "Automatic rotation" option.
2. Then four rotation directions are available:
   • Horizontal to vertical clockwise
   • Vertical to horizontal clockwise
   • Horizontal to vertical counterclockwise
   • Vertical to horizontal counterclockwise

As long as automatic rotation is disabled, the rotation directions cannot be selected. Only after enabling the option are they made available.

6. "Translations" tab

On the "Translations" tab, the displayed name of the special event is recorded in all supported languages (German, English, French and Italian).

Enter the desired designation for each language. The stored name is shown in the overview table (column Name) in the respective active language and is used for the language-specific sorting.

7. "Predefined Texts" tab

On the "Predefined Texts" tab, selectable standard texts can be stored that are available when recording the special event. These texts are also recorded in multiple languages.

Add text

1. Click the plus symbol (+). A new, empty text row is appended.
2. Enter the text in the provided language fields.

Remove text

The respective text is removed from the list via the remove symbol of a row.

Note: Changes to the predefined texts are only applied when the special event is saved. When saving, the existing text list is completely replaced by the currently recorded texts.

8. Delete a special event

Special events that are no longer needed can be removed from the overview.

1. Select one or more special events in the list.
2. Click the "Delete" button in the toolbar.
3. Confirm the security prompt.

The selected special events are deleted and the table is refreshed. Deleting multiple entries at once is supported.

9. Column layout and templates

The layout and template functions of the toolbar let you control the display of the table:

• Column layout: Show or hide columns, adjust their order and reset the layout if needed. The configuration is saved per user.
• Templates: Save a column and filter configuration as a template and restore it later with a click. Marked templates appear as separate buttons in the toolbar.

10. Summary: available actions