Operations
Filters in Operations Dashboard

4min
Introduction
The filters in the Operational Dashboard were designed with the intention of providing the user with an overview of their operations. This is especially useful when dealing with many delegated shipments, whether due to Worksteps or for closing.
Conditions
Have a user with a role such as General Manager, Supervisor, Operations Executive, Operative Supervisor, or Sales/Operations in the system.
The more bookings you have in your dashboard, the better you'll be able to distinguish how the system's filtering works.
Guided steps
<iframe src="https://scribehow.com/embed/Filters_in_the_Operative_Dashboard__IE0b0VLcTTuDp7qMRlDk8w?removeLogo=true" width="100%" height="640" allowfullscreen frameborder="0"></iframe>
<iframe src="https://scribehow.com/embed/Filters_in_the_Operative_Dashboard__IE0b0VLcTTuDp7qMRlDk8w?removeLogo=true" width="100%" height="640" allowfullscreen frameborder="0"></iframe>
﻿
What I learned
1
If you use the functionality to delegate bookings, the filters will be useful.
2
If you import bookings into the dashboard, they will now fall under different filters. For example, a closed booking will appear in the "Closed" filter.
﻿
Operations Dashboard
Creating Routes