Advising history
View, search and inspect the history of advising notifications (email and SMS) sent to location contacts, with channel, contact, shipment and location.
The Advising history shows the historical record of all advising notifications that were sent to the contacts of the locations (POIs). The page is intended for dispatchers and supervisors who want to trace which advising notification was sent via which channel (email or SMS), to which contact and for which shipment or location. This is a pure reporting view: records can be displayed, searched and inspected in detail, but cannot be created, changed or deleted.
1. Navigation and access
The advising history can be reached via the main menu in the Monitoring section.
The page requires the Advising module to be activated for the client, and is available exclusively to users with the corresponding monitoring role.
Note: If the module is not activated or your user account does not have the required role, the menu entry is not displayed.
2. History table
The history table lists the sent or queued advising notifications page by page. Each row represents one notification. The list can be sorted by clicking a column header.
Default columns
| Column | Description |
|---|---|
| Queued on | Point in time at which the notification was queued for sending |
| Channel type | Sending channel of the notification: email or SMS |
| Channel contact | Recipient of the notification (email address or phone number) |
| Shipment ID | Unique internal ID of the associated shipment |
| Shipment reference | External reference of the associated shipment |
| Location ID | Unique internal ID of the affected location (POI) |
| Location reference | Reference of the affected location |
| Location name | Name of the affected location |
| Visible until | Point in time until which the notification is valid or visible (calculated from the queuing time plus the configured validity period) |
The location and shipment details are loaded on demand. The table is loaded page by page; when paging, sorting, searching or filtering, the respective matching records are loaded.
Note: The columns Queued on, Channel type and Visible until cannot be narrowed down using the column filters.
3. Date range filter
The date range filter restricts the history table to a time period. The decisive factor is the point in time at which the notification was queued: only notifications whose sending time falls within the selected range (from/to) are displayed.
The selected range setting is retained beyond the current session and is restored when the page is opened again.
4. Group filter
The advising history is always restricted to the currently selected organization group. Only advising notifications for locations (POIs) assigned to the selected group are displayed. This group restriction is always applied.
The group selection is controlled via the global group switcher in the page header. When the active group is changed, the table updates accordingly.
5. Search and column filters
Column filters
The filter row below the column headers allows individual columns to be narrowed down specifically. For the columns Queued on, Channel type and Visible until no filtering is possible; all other columns can be filtered.
Global search
The search field in the toolbar searches the entire table. The search term is checked as a partial match against the following fields:
- Record ID
- Channel contact and channel type
- Location ID, location name, location address, postal code and location reference
- Sending time
- Shipment ID and shipment reference
It is sufficient to enter part of the respective value. The list updates according to the entered search text.
6. Detail view of an advising notification
A single advising notification can be inspected in detail. To do so, the respective record is opened; a dialog appears that serves display purposes only.
The detail dialog shows:
- the channel contact (recipient of the notification)
- the complete message text
All fields in the detail dialog are read-only. The dialog can only be closed; editing the notification is not possible.
7. Toolbar functions
The table toolbar offers the following tools. Data-relevant actions reload the table.
Refresh
Reloads the current view with the latest data.
Search
Opens or uses the global search field (see Section 5).
Reset filters
Removes the active column filters and shows the list unfiltered again.
Layout and column settings
The layout functions allow columns to be shown and hidden, the column order to be adjusted, and the table layout to be reset. The settings are saved per user.
8. Templates (saved views)
The current column and layout configuration can be saved as a template and later restored with a click. This allows different, recurring reporting views to be called up quickly.
- Add template: Saves the current layout configuration under a freely selectable name.
- Apply template: Saved templates appear as their own quick-select buttons in the toolbar. A click restores the respective configuration.
Layout settings and templates are retained per user.
9. Notes
- The advising history is a pure display and reporting view. No functions for adding, editing or deleting records are available.
- The displayed records depend on the active group, the selected date range as well as the active search and layout settings. If fewer records than expected are displayed, check the current group selection, the date range and the search field.
- The Visible until time results from the queuing time of the notification plus the configured validity period.
- The configuration of advising (channels, templates, triggers) is done in the settings under Advising; the advising history serves exclusively to track notifications that have already been sent.