QMS Wiki - User contributions [en-gb]

Main Page

2025-05-14T12:43:47Z

David.weller: /* QMS Rules */

Welcome to the QMS Wiki. This resource contains all the information you need to navigate and understand QMS.

Please note that your user account has specific permissions, so you may come across topics in this wiki that you don't currently have access to within QMS. If you believe you require access to any of these areas, please speak to your manager and raise a ticket in the [https://helpdesk.dcbi.aero/ helpdesk].
== Operations ==

* [[Dashboard]]
* [[Email Workflow]]
* Pre-Quotes
* New Quote
* New Booking
* New BUP
* New Consol
* New Ground Handling
* New Customs
* New Commission
* View Shipments
* Rate Lookup
* Tariff Lookup

== Administration ==

* Carriers
* Customers
* Data
* General
* Reports
* Users
* Payables
* [[Email Workflow Admin|Email Workflow]]
* Portals
* CSN Client Admin

== QMS Rules ==

* Route Search Rules
* Brand Job Rules
* Brand Truck Rules

== Error Reporting ==
If you encounter an error, discrepancy, or issue with any of the functionality in QMS that you have access to, please report it through the [https://helpdesk.dcbi.aero/ helpdesk]. Providing detailed information will help us diagnose and resolve the problem as quickly as possible.

Email Workflow

2025-05-14T11:58:58Z

David.weller: /* 1.5 New Email */

= QMS Email Workflow =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. You can access the email workflow in QMS by selecting Inbox on the main navigation bar.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.

[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

= Viewing and Actioning an Email =

When you select an email from the QMS Email Workflow, it opens in a detailed view. This allows you to both read the full message and take action by creating a Prequote, Quote, or Booking.
[[File:Email-workflow-emailopen.png|center|thumb|890x890px]]

== 1. Email Content & Actions ==

In this section, you can view the full content of the selected email, including any attachments.

=== Email Actions ===
The following actions are available for interacting with the email:

* '''Reply''': Respond to the sender of the email.
* '''Reply to All''': Respond to everyone included in the original message.
* '''Forward''': Send the email content to other recipients of your choice.
* '''Categorise Email''': Sort and tag the email into a category for better tracking and filtering.
* '''Link to Shipment''': Attach the email to an existing shipment. This will allow you to retrieve and view this email directly from that shipment record as well.
* '''Unlock''': If the email is locked, you can unlock it for editing or further actions.
* '''Download Email Thread''': Download the entire conversation thread as a single file.

=== More Options ===
Under the '''More Options''' menu, you will find additional actions:

* '''Mark as Processed''': Marks the email as processed/completed.
* '''Delete Thread''': Deletes the email thread and moves it to the Deleted folder.

== 2. Job Creation Panel ==

This area allows you to input the details required to create a '''Prequote''', '''Quote''', or '''Booking''' based on the contents of the email.

=== Required Fields ===
To proceed, you must complete the following fields:

* Customer
* Origin
* Destination
* Pieces
* Weight

Other fields are optional, but it's strongly recommended to provide as much information as possible to improve quote accuracy and processing efficiency.

<div class="mw-note">
'''Tip:''' If the customer has not provided all relevant details, you can click '''Request More Information''' to follow up before proceeding.
</div>

=== Job Actions ===

The following actions are available in the Job Creation Panel:

* '''Is Booking Request''': If checked, you will be limited to creating a '''Booking''' or a '''Prequote'''. If a Prequote is created, it can only be converted to a Booking (not a Quote).
* '''Categorise Prequote''': Assign a category to the prequote for easier filtering and organization in the Prequotes view.
* '''Request More Information:''' You can send an email to the customer and it will request the required fields which they can fill out via the link they receive.
* '''Create Prequote''': Generates a new prequote using the entered data.
* '''New Quote''': Searches applicable tariffs and generates a quote based on the provided information.
* '''New Booking''': Searches applicable tariffs and creates a confirmed booking.
* '''Create Prequote & Fill Another''': Creates a prequote but keeps the form open, allowing you to immediately create another without navigating away.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

Email Workflow

2025-05-14T11:58:13Z

David.weller: /* Job Actions */

= QMS Email Workflow =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. You can access the email workflow in QMS by selecting Inbox on the main navigation bar.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.

[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.
* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

= Viewing and Actioning an Email =

When you select an email from the QMS Email Workflow, it opens in a detailed view. This allows you to both read the full message and take action by creating a Prequote, Quote, or Booking.
[[File:Email-workflow-emailopen.png|center|thumb|890x890px]]

== 1. Email Content & Actions ==

In this section, you can view the full content of the selected email, including any attachments.

=== Email Actions ===
The following actions are available for interacting with the email:

* '''Reply''': Respond to the sender of the email.
* '''Reply to All''': Respond to everyone included in the original message.
* '''Forward''': Send the email content to other recipients of your choice.
* '''Categorise Email''': Sort and tag the email into a category for better tracking and filtering.
* '''Link to Shipment''': Attach the email to an existing shipment. This will allow you to retrieve and view this email directly from that shipment record as well.
* '''Unlock''': If the email is locked, you can unlock it for editing or further actions.
* '''Download Email Thread''': Download the entire conversation thread as a single file.

=== More Options ===
Under the '''More Options''' menu, you will find additional actions:

* '''Mark as Processed''': Marks the email as processed/completed.
* '''Delete Thread''': Deletes the email thread and moves it to the Deleted folder.

== 2. Job Creation Panel ==

This area allows you to input the details required to create a '''Prequote''', '''Quote''', or '''Booking''' based on the contents of the email.

=== Required Fields ===
To proceed, you must complete the following fields:

* Customer
* Origin
* Destination
* Pieces
* Weight

Other fields are optional, but it's strongly recommended to provide as much information as possible to improve quote accuracy and processing efficiency.

<div class="mw-note">
'''Tip:''' If the customer has not provided all relevant details, you can click '''Request More Information''' to follow up before proceeding.
</div>

=== Job Actions ===

The following actions are available in the Job Creation Panel:

* '''Is Booking Request''': If checked, you will be limited to creating a '''Booking''' or a '''Prequote'''. If a Prequote is created, it can only be converted to a Booking (not a Quote).
* '''Categorise Prequote''': Assign a category to the prequote for easier filtering and organization in the Prequotes view.
* '''Request More Information:''' You can send an email to the customer and it will request the required fields which they can fill out via the link they receive.
* '''Create Prequote''': Generates a new prequote using the entered data.
* '''New Quote''': Searches applicable tariffs and generates a quote based on the provided information.
* '''New Booking''': Searches applicable tariffs and creates a confirmed booking.
* '''Create Prequote & Fill Another''': Creates a prequote but keeps the form open, allowing you to immediately create another without navigating away.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

File:Email-workflow-emailopen.png

2025-05-14T11:56:44Z

David.weller:

Email open

Email Workflow

2025-05-14T11:54:59Z

David.weller:

= QMS Email Workflow =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. You can access the email workflow in QMS by selecting Inbox on the main navigation bar.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.

[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.
* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

= Viewing and Actioning an Email =

When you select an email from the QMS Email Workflow, it opens in a detailed view. This allows you to both read the full message and take action by creating a Prequote, Quote, or Booking.

== 1. Email Content & Actions ==

In this section, you can view the full content of the selected email, including any attachments.

=== Email Actions ===
The following actions are available for interacting with the email:

* '''Reply''': Respond to the sender of the email.
* '''Reply to All''': Respond to everyone included in the original message.
* '''Forward''': Send the email content to other recipients of your choice.
* '''Categorise Email''': Sort and tag the email into a category for better tracking and filtering.
* '''Link to Shipment''': Attach the email to an existing shipment. This will allow you to retrieve and view this email directly from that shipment record as well.
* '''Unlock''': If the email is locked, you can unlock it for editing or further actions.
* '''Download Email Thread''': Download the entire conversation thread as a single file.

=== More Options ===
Under the '''More Options''' menu, you will find additional actions:

* '''Mark as Processed''': Marks the email as processed/completed.
* '''Delete Thread''': Deletes the email thread and moves it to the Deleted folder.

== 2. Job Creation Panel ==

This area allows you to input the details required to create a '''Prequote''', '''Quote''', or '''Booking''' based on the contents of the email.

=== Required Fields ===
To proceed, you must complete the following fields:

* Customer
* Origin
* Destination
* Pieces
* Weight

Other fields are optional, but it's strongly recommended to provide as much information as possible to improve quote accuracy and processing efficiency.

<div class="mw-note">
'''Tip:''' If the customer has not provided all relevant details, you can click '''Request More Information''' to follow up before proceeding.
</div>

=== Job Actions ===

The following actions are available in the Job Creation Panel:

* '''Is Booking Request''': If checked, you will be limited to creating a '''Booking''' or a '''Prequote'''. If a Prequote is created, it can only be converted to a Booking (not a Quote).
* '''Categorise Prequote''': Assign a category to the prequote for easier filtering and organization in the Prequotes view.
* '''Create Prequote''': Generates a new prequote using the entered data.
* '''New Quote''': Searches applicable tariffs and generates a quote based on the provided information.
* '''New Booking''': Searches applicable tariffs and creates a confirmed booking.
* '''Create Prequote & Fill Another''': Creates a prequote but keeps the form open, allowing you to immediately create another without navigating away.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

Email Workflow

2025-05-14T11:37:50Z

David.weller:

Email Workflow

2025-05-14T11:30:51Z

David.weller: /* QMS Email Workflow Guide */

= QMS Email Workflow =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.

[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.
* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

Email Workflow

2025-05-14T11:30:38Z

David.weller:

= QMS Email Workflow Guide =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.

[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.
* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

Email Workflow

2025-05-14T11:30:28Z

David.weller: Created page with "= QMS Email Workflow Guide = The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. == Access Limitations == <div class="mw-warning"> '''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or syst..."

= QMS Email Workflow Guide =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.
* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

File:Email-workflow-main.png

2025-05-14T11:29:41Z

David.weller:

Email workflow main view

Email Workflow Admin

2025-05-14T11:07:31Z

David.weller: Created page with "Information for the email workflow admin will go here"

Information for the email workflow admin will go here

Main Page

2025-05-14T11:06:34Z

David.weller: /* Operations */

Welcome to the QMS Wiki. This resource contains all the information you need to navigate and understand QMS.

Please note that your user account has specific permissions, so you may come across topics in this wiki that you don't currently have access to within QMS. If you believe you require access to any of these areas, please speak to your manager and raise a ticket in the [https://helpdesk.dcbi.aero/ helpdesk].
== Operations ==

* [[Dashboard]]
* [[Email Workflow]]
* Pre-Quotes
* New Quote
* New Booking
* New BUP
* New Consol
* New Ground Handling
* New Customs
* New Commission
* View Shipments
* Rate Lookup
* Tariff Lookup

== Administration ==

* Carriers
* Customers
* Data
* General
* Reports
* Users
* Payables
* [[Email Workflow Admin|Email Workflow]]
* Portals
* CSN Client Admin

== QMS Rules ==

* Route Search Rules
* Brand Truck Rules

== Error Reporting ==
If you encounter an error, discrepancy, or issue with any of the functionality in QMS that you have access to, please report it through the [https://helpdesk.dcbi.aero/ helpdesk]. Providing detailed information will help us diagnose and resolve the problem as quickly as possible.

Dashboard

2025-05-14T11:03:45Z

David.weller:

= QMS Dashboard Overview =

When you first log in to QMS, you will be taken directly to the '''Dashboard'''. This is your central view for monitoring and managing jobs within the QMS system.

The data displayed on the dashboard is filtered based on your '''user permissions''' and '''team access'''. This means you may only see a subset of the data, depending on the teams or carriers you are authorized to view.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' The visibility of data on your dashboard is determined by your assigned teams and permission levels. If you believe you're missing access to something necessary for your role, please speak to your manager and raise a ticket in the [https://helpdesk.dcbi.aero/ helpdesk].
</div>

== Dashboard Features ==

Below is a breakdown of the key sections of the dashboard:
[[File:Dashboard.png|center|thumb|800x800px]]

=== 1. Date Range Selector ===
You can change the '''date range''' of the data displayed on the dashboard by using the date selector located at the top of the page.

* By default, this range is set to show data from the '''last month''' up to the current day.
* Adjusting this allows you to view historical data or focus on a specific operational window.

=== 2. Combined Carrier Job Status ===
This section provides a '''summary of job statuses''' across all carriers that you have access to.

* You'll see how many jobs are in each status (e.g., New, In Progress, Completed, etc.).
* This gives you a high-level overview of the workload and progress across the system.

=== 3. Carrier-Specific Status Breakdown ===
Here, the dashboard displays job statuses '''grouped by each individual carrier'''.

* Only carriers you have access to will appear.
* Useful for identifying issues or workload per carrier.

=== 4. User-Based Job Breakdown ===
This section provides a breakdown of jobs '''by user'''.

* You will see jobs assigned to users you have permission to view—typically, this means members of your own team.
* Helps in understanding team performance or redistributing workload if necessary.

== Additional Information ==
If you're new to QMS or unsure about any features on the dashboard, please consult additional help articles available on this wiki or reach out to your team lead for guidance.

Dashboard

2025-05-14T11:02:41Z

David.weller:

= QMS Dashboard Overview =

When you first log in to QMS, you will be taken directly to the '''Dashboard'''. This is your central view for monitoring and managing jobs within the QMS system.

The data displayed on the dashboard is filtered based on your '''user permissions''' and '''team access'''. This means you may only see a subset of the data, depending on the teams or carriers you are authorized to view.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' The visibility of data on your dashboard is determined by your assigned teams and permission levels. If you believe you're missing access to something necessary for your role, please speak to your manager.
</div>

== Dashboard Features ==

Below is a breakdown of the key sections of the dashboard:
[[File:Dashboard.png|center|thumb|800x800px]]

=== 1. Date Range Selector ===
You can change the '''date range''' of the data displayed on the dashboard by using the date selector located at the top of the page.

* By default, this range is set to show data from the '''last month''' up to the current day.
* Adjusting this allows you to view historical data or focus on a specific operational window.

=== 2. Combined Carrier Job Status ===
This section provides a '''summary of job statuses''' across all carriers that you have access to.

* You'll see how many jobs are in each status (e.g., New, In Progress, Completed, etc.).
* This gives you a high-level overview of the workload and progress across the system.

=== 3. Carrier-Specific Status Breakdown ===
Here, the dashboard displays job statuses '''grouped by each individual carrier'''.

* Only carriers you have access to will appear.
* Useful for identifying issues or workload per carrier.

=== 4. User-Based Job Breakdown ===
This section provides a breakdown of jobs '''by user'''.

* You will see jobs assigned to users you have permission to view—typically, this means members of your own team.
* Helps in understanding team performance or redistributing workload if necessary.

== Additional Information ==
If you're new to QMS or unsure about any features on the dashboard, please consult additional help articles available on this wiki or reach out to your team lead for guidance.

File:Dashboard.png

2025-05-14T11:00:52Z

David.weller:

Userguide-Dashboard

Dashboard

2025-05-14T11:00:05Z

David.weller: Created page with "= QMS Dashboard Overview = When you first log in to QMS, you will be taken directly to the '''Dashboard'''. This is your central view for monitoring and managing jobs within the QMS system. The data displayed on the dashboard is filtered based on your '''user permissions''' and '''team access'''. This means you may only see a subset of the data, depending on the teams or carriers you are authorized to view. == Access Limitations == <div class="mw-warning"> '''Note:'''..."

= QMS Dashboard Overview =

When you first log in to QMS, you will be taken directly to the '''Dashboard'''. This is your central view for monitoring and managing jobs within the QMS system.

The data displayed on the dashboard is filtered based on your '''user permissions''' and '''team access'''. This means you may only see a subset of the data, depending on the teams or carriers you are authorized to view.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' The visibility of data on your dashboard is determined by your assigned teams and permission levels. If you believe you're missing access to something necessary for your role, please speak to your manager.
</div>

== Dashboard Features ==

Below is a breakdown of the key sections of the dashboard:

=== 1. Date Range Selector ===
You can change the '''date range''' of the data displayed on the dashboard by using the date selector located at the top of the page.

* By default, this range is set to show data from the '''last month''' up to the current day.
* Adjusting this allows you to view historical data or focus on a specific operational window.

=== 2. Combined Carrier Job Status ===
This section provides a '''summary of job statuses''' across all carriers that you have access to.

* You'll see how many jobs are in each status (e.g., New, In Progress, Completed, etc.).
* This gives you a high-level overview of the workload and progress across the system.

=== 3. Carrier-Specific Status Breakdown ===
Here, the dashboard displays job statuses '''grouped by each individual carrier'''.

* Only carriers you have access to will appear.
* Useful for identifying issues or workload per carrier.

=== 4. User-Based Job Breakdown ===
This section provides a breakdown of jobs '''by user'''.

* You will see jobs assigned to users you have permission to view—typically, this means members of your own team.
* Helps in understanding team performance or redistributing workload if necessary.

== Additional Information ==
If you're new to QMS or unsure about any features on the dashboard, please consult additional help articles available on this wiki or reach out to your team lead for guidance.

Main Page

2025-05-14T10:54:53Z

David.weller:

Welcome to the QMS Wiki. This resource contains all the information you need to navigate and understand QMS.

Please note that your user account has specific permissions, so you may come across topics in this wiki that you don't currently have access to within QMS. If you believe you require access to any of these areas, please speak to your manager and raise a ticket in the [https://helpdesk.dcbi.aero/ helpdesk].
== Operations ==

* [[Dashboard]]
* Email Workflow
* Pre-Quotes
* New Quote
* New Booking
* New BUP
* New Consol
* New Ground Handling
* New Customs
* New Commission
* View Shipments
* Rate Lookup
* Tariff Lookup

== Administration ==

* Carriers
* Customers
* Data
* General
* Reports
* Users
* Payables
* Email Workflow
* Portals
* CSN Client Admin

== QMS Rules ==

* Route Search Rules
* Brand Truck Rules

== Error Reporting ==
If you encounter an error, discrepancy, or issue with any of the functionality in QMS that you have access to, please report it through the [https://helpdesk.dcbi.aero/ helpdesk]. Providing detailed information will help us diagnose and resolve the problem as quickly as possible.

Main Page

2025-05-14T10:36:56Z

David.weller:

Welcome to the QMS Wiki. This resource contains all the information you need to navigate and understand QMS.

Please note that your user account has specific permissions, so you may come across topics in this wiki that you don't currently have access to within QMS. If you believe you require access to any of these areas, please speak to your manager and raise a ticket in the [https://helpdesk.dcbi.aero/ helpdesk].
== Operations ==

* Dashboard
* Email Workflow
* Pre-Quotes
* New Quote
* New Booking
* New BUP
* New Consol
* New Ground Handling
* New Customs
* New Commission
* View Shipments
* Rate Lookup
* Tariff Lookup

== Administration ==

* Carriers
* Customers
* Data
* General
* Reports
* Users
* Payables
* Email Workflow
* Portals
* CSN Client Admin

== QMS Rules ==

* Route Search Rules
* Brand Truck Rules

== Error Reporting ==
If you encounter an error, discrepancy, or issue with any of the functionality in QMS that you have access to, please report it through the [https://helpdesk.dcbi.aero/ helpdesk]. Providing detailed information will help us diagnose and resolve the problem as quickly as possible.

Main Page

2025-05-14T09:36:05Z

David.weller: /* Rules */

== Operations ==

* Dashboard
* Email Workflow
* Pre-Quotes
* New Quote
* New Booking
* New BUP
* New Consol
* New Ground Handling
* New Customs
* New Commission
* View Shipments
* Rate Lookup
* Tariff Lookup

== Administration ==

* Carriers
* Customers
* Data
* General
* Reports
* Users
* Payables
* Email Workflow
* Portals
* CSN Client Admin

== QMS Rules ==

* Route Search Rules
* Brand Truck Rules

== Error Reporting ==
If you encounter an error, discrepancy, or issue with any of the functionality in QMS that you have access to, please report it through the [https://helpdesk.dcbi.aero/ helpdesk]. Providing detailed information will help us diagnose and resolve the problem as quickly as possible.

Main Page

2025-05-14T09:35:38Z

David.weller:

== Operations ==

* Dashboard
* Email Workflow
* Pre-Quotes
* New Quote
* New Booking
* New BUP
* New Consol
* New Ground Handling
* New Customs
* New Commission
* View Shipments
* Rate Lookup
* Tariff Lookup

== Administration ==

* Carriers
* Customers
* Data
* General
* Reports
* Users
* Payables
* Email Workflow
* Portals
* CSN Client Admin

== Rules ==

* Route Search Rules
* Brand Truck Rules

== Error Reporting ==
If you encounter an error, discrepancy, or issue with any of the functionality in QMS that you have access to, please report it through the [https://helpdesk.dcbi.aero/ helpdesk]. Providing detailed information will help us diagnose and resolve the problem as quickly as possible.

Main Page

2025-04-29T10:43:07Z

David.weller:

<strong>QMS WIKI</strong>

Consult the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents User's Guide] for information on using the wiki software.

== Getting started ==
* [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:Configuration_settings Configuration settings list]
* [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:FAQ MediaWiki FAQ]
* [https://lists.wikimedia.org/postorius/lists/mediawiki-announce.lists.wikimedia.org/ MediaWiki release mailing list]
* [https://www.mediawiki.org/wiki/Special:MyLanguage/Localisation#Translation_resources Localise MediaWiki for your language]
* [https://www.mediawiki.org/wiki/Special:MyLanguage/Manual:Combating_spam Learn how to combat spam on your wiki]