Commercial and in Confidence
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Contents
1. Document Controls
2. Table of Figures
3. Introduction
4. Creating and Configuring Tracking Milestones
5. Tracking and Notifications for Tracking Milestones
5.1. Tracking Page Template
5.2. Email Notification Template

Table of Figures

Figure 1: Tracking Milestones Screen
Figure 2: Tracking Milestones Sub-menu
Figure 3: Tracking Milestones Screen Columns
Figure 4: Milestone Order
Figure 5: Tracking Milestones Screen
Figure 6: Add a Tracking Milestone
Figure 7: Customising Tracking Milestones
Figure 8: Service Types
Figure 9: Tracking Milestones and Email Template
Figure 10: Tracking Page
Figure 11: Tracking Page Customisation
Figure 12: Email Notification

Introduction

The Tracking Milestone functionality facilitates the visualisation of tracking events. Intelligent Shipper customers can fully customise Tracking Milestones so that tracking events displayed on tracking page and email notifications are more meaningful to the end consumer. This user guide describes the steps to customise Tracking Milestones, Email Notifications, and Tracking Page.
Note: The Tracking Page and Email Notifications are only available for shipments that are created using services which provided end to end tracking. Shipments using untracked (or Royal Mail services which only offer Delivery Confirmation) cannot use this functionality, as tracking is not provided for these shipments.

Creating and Configuring Tracking Milestones

Tracking Milestones are fully customisable and can be used to notify end consumers if a parcel is in the carrier's network or if "It's on its way" for example. Tracking Milestones provide an easier way to communicate tracking events to the end consumer.
To create Tracking Milestones, follow the steps below:

1. Click on Maintenance->Tracking Milestones on the left pane menu to access the Tracking Milestones screen.

1. Or Click on Maintenance "Tracking Milestones" sub-menu to access the Tracking Milestones screen.

1. Click on View/Edit to Edit "Tracking Milestones".

2. As part of the initial set up it is necessary to override the default milestones, click on "Override Milestone" to update the milestones. Once overwritten, the "Override Milestone" button will update to "Add New Milestone".

   
   
   Figure 3: Tracking Milestones Screen Columns
   
   
   
   Figure 4: Milestone Order

3. Underneath the search bar the number of tracking milestones is displayed i.e. '4'.

4. Click on the "Up" or "Down" arrows on each row to change the order of the milestones on the screen (Figure 4).

5. Click on "Add New Milestone" button to add a new milestone (Figure 6).
   
   
   The columns on the tracking milestones screen (Figure 5) are listed below:|

   Figure 5: Tracking Milestones Screen|
   
   
   
   Figure 6: Add a Tracking Milestone

6. Select the Milestone Type from the Type below:

   • Delivery Milestone – Milestone is applicable to outbound shipments solely

   • Return Milestone – Milestone is applicable to return shipments solely

   • All – Milestones will be applicable to both outbound and return shipments

7. The corresponding Milestones Type will then be displayed on the Tracking Milestone Overview page as per Figure 8.

8. Enter a name for the Milestone that will be created in the Description field.

9. The name of the Intelligent Shipper customer creating the milestone will be displayed (non-editable).

10. More details about the milestone can be added in the message field

11. Trigger email tick box: If enabled, an email notification will be sent to the end consumer.

12. Enable Drill Down tick box: If enabled, the end consumer will be able to see tracking events allocated to this milestone.

13. Click on "Add Milestone" to save.

14. Click on "Cancel" and this will close the screen without saving.

15. Click on "Back" to go back to the Tracking Milestones Screen. (Figure 3)

16. Click on a Milestone to open the Customise Tracking Menu i.e. 'Out For Delivery' (Figure 7)

17. Click on "Delete Milestone" to delete the open milestone.

18. Click on "Edit Milestone" to edit the open milestone.

19. Find/filter events… will find an event on the list.

20. The events allocated to a milestone will be listed under "Events in this Milestone".

21. Available tracking events can be found under "Available Tracking Events".