Order changes and creation data in timeline

The order timeline is a powerful record keeping tool that captures important activity and changes to the order throughout its lifecycle. Rather than having to reach out to several different people for updates, you can quickly view shipment events all in one place. These shipment events include details like timestamps, initial values for the order fields, who made the change, what organization they belong to, and details describing the order changes.

How to access the order timeline

To access the timeline of an order, you can either search for the order using the global search bar, or click Orders in the main navigation bar and find the order there. Click into the order, and then select the Timeline tab:

order_timeline.png

On the Timeline tab, you can see a breakdown of the different events occurred in connection with the order:

order_timeline_changes.png

Understanding the order timeline

The timeline captures information every time an event is created, modified, or deleted in the associated order. The information can be cut and pasted from the timeline for record keeping or sharing.

Turvo shows timeline details for an order based on your permission level. Details for sections where you do not at least have View permissions are not visible on your orders timeline.

The following table details what types of timeline events are shown in the order timeline:

Events Title by username Details
Post update

Order created

By [User name]

  • Status
  • Reported date

Order status updated

By [User name]

  • Status 
  • Reported date

Order canceled 

By [User name]

  • Status
  • Reported date
Details 

Order changed

By [User name]

  • None

Carrier added 

• [Carrier name] 

By [User name]

 

Customers IDs: [ID Type] added 

• [ID Type] changed

By [User name]

 

Customers IDs: [ID Type] changed

By [User name]

 

Items 

• [Item name] changed 

• [Item name] removed

By [User name]

 

Items 

• [Item name] added

By [User name]

 

Origin - destination updated 

• [Current Org City, State] > [Current Dest City, State]

By [User name]

 
Appointment

Appointment booked 

• [Appointment #]

By [User name]

  • Appointment date
  • Appointment time
  • Facility
  • Under “More” Screenshot of Appointment right pane

Appointment details updated 


• [Customer name][Appointment #]

by [Carrier Name] • [Contact Name] • [Contact Email]

  • Appointment date
  • Appointment time
  • Carrier
  • Under “More” Screenshot of Appointment right pane

Appointment deleted 

• [Date, Time]

By [username]

 
Exception

Exception added

By [username]

  • Status
  • Exception
  • Reason
  • Item
  • Responsible party

Exception resolved

By [use name]

  • Status
  • Exception
  • Reason
  • Responsible party

Exception updated

By [username]

  • Status
  • Exception
  • Reason
  • Responsible party

Tag added 

• [#tag]

By [username]

None

Task created 

• [task]

By [username]

None

Shipment added 

• [Shipment #]

By [username]

None

Shipment removed

• [Shipment #]

By [username]

None


Filtering the order timeline

To apply a filter to the timeline, navigate to the top of the timeline tab and select the type of filter you’re looking to apply. There are three filters available and all show the events detailed in the table above:

  • Event: Gives options to narrow the types of events shown in the timeline: 
    • Post update: Populates the Status filter, so you can filter the timeline by order status updates.
    • Details: Populates the Details filter so you can choose to filter the timeline by updates.
    • Appointment: Filters the timeline to show appointment related timeline events. 
    • Exception: Filters the timeline to show the details of any created, updated, or resolved exceptions logged against the orders.
  • User: View actions being taken by a specific user in Turvo. You can select one user or multiple users from the drop-down menu.
  • Date range: View records for a specific day or time period.

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