Status Codes (Classic Operations App)
This page is for the Classic Operations App. For the Operations App please see Status Codes.
- 1 How to Add a Status Code
- 2 How to Edit a Status Code
- 3 How to Delete a Status Code
- 4 User Permissions for Status Codes
- 4.1 Client Portal
- 4.2 Driver App
- 4.2.1 Group of Drivers
- 4.2.2 Individual Driver
- 5 Status Codes in the Classic Operations App
- 5.1 Orders
- 5.2 Routes and Route Stops
- 5.3 Parcels (Order or Route Stop)
- 5.3.1 Order
- 5.3.2 Route Stop
- 6 Status Codes in the Driver App
- 7 Status Codes in the Client Portal
- 7.1 Track Order
- 7.2 Route Tracking
Status codes also referred to as "exception codes", are used to identify an exception to normal delivery. For example, bad weather, road closure, or unable to deliver a package.
Status codes are set up in Maintenance > Status Codes.
Field Name | Description |
|---|---|
Exception ID | Unique alphanumeric ID for the status code. |
Description | Name or description of the status code. |
Exception Type | Select the type to allow the status code to be used for:
|
Internet Display | Select True to display status codes in the Client Portal. |
Mobile Display | Select True to display of status code in the Driver App. This setting overrides the status code configuration on the customer record. |
AddToAllCustomers | Enable the status code for all customers by clicking the grey box in this column. |
How to Add a Status Code
Go to Maintenance > Status Code.
Enter an Exception ID.
Enter a Description.
Select Exception Type.
Optional: Enable InternetDispaly, MobileDisplay, AddToAllCustomers.
Click the save icon in the toolbar.
How to Edit a Status Code
Status codes should only be edited if not in use.
Go to Maintenance > Status Code.
Click the status code field you would like to edit.
Click the save icon in the toolbar.
How to Delete a Status Code
Status codes should only be deleted if not in use.
Go to Maintenance > Status Codes.
Click on the box to the left of the Exception ID you would like to delete.
Click the delete icon in the toolbar or press the delete button.
Click the save icon in the toolbar.
User Permissions for Status Codes
Available status codes are set on the customer level. This means that the available status codes for each order or stop will depend on the available status codes set in the Status Codes tab on the customer record. See Customers - New/Edit Customer.
Client Portal
You can choose whether or not a status code is visible in the Client Portal by checking the box in the InternetDisplay column when adding or editing a status code.
This is for an individual status code. Disabling the "InternetDisplay" of a status code does not hide status codes that are enabled and visible to the internet user.
Driver App
You can choose whether or not a status code is visible to drivers by checking the box in the MobileDisplay column when adding or editing a status code. If this box is unchecked, drivers will not see the status code, regardless of the configuration on the customer record.
This setting is for an individual status code. See below for how to restrict a driver from adding, editing, or viewing status codes altogether.
Alternatively, you can choose whether or not to allow a driver to add status codes to stops or parcels in the Driver App. This will also affect whether or not a driver can view and/or edit status codes. You can set this for a group of drivers or individual drivers.
Group of Drivers
Go to Maintenance > Mobile Option Sets.
Click on the mobile option you would like to edit.
Enable or disable "Allow Stop Level Status Codes" and/or "Allow Parcel Level Exception Codes".
See Mobile Option Sets (Classic Operations App) for more information.
Individual Driver
Go to Maintenance > Mobile Users.
Click on the mobile user you would like to edit.
Go to the Mobile Options tab.
Enable or disable "Allow Stop Level Status Codes" and/or "Allow Parcel Level Exception Codes".
See Mobile Users for more information.
Status Codes in the Classic Operations App
Status codes can be found on order and route stop forms. Status codes can also be used on parcels associated with both orders or route stops. See Parcels - Parcel Scan Details.