Filtering the Workbench - Shipment Exceptions

On the Workbench page, you can apply filters to quickly view the exceptions or tasks that are most important to you. You can also save frequently used filters for future use. Use this article to learn more about utilizing filters in Workbench to narrow down your search for shipment exceptions, order exceptions, inventory exceptions, and tasks.

Note: The exception types available for your tenant may vary.

In this article, you’ll learn more about accessing the Workbench’s shipment exception filter options and find details on each filter option.

See our Filtering the Workbench - Order Exceptions and Filtering the Workbench - Inventory Exceptions articles to learn more about other exception filter options in Workbench. See our Create and manage tasks from Workbench article to learn more about using the Tasks tab in Workbench. 

Accessing the Workbench and applying filter options for shipment exceptions

To apply a filter in Workbench:

  1. Access Workbench from the left navigation bar.

  1. When Workbench opens, the toggle at the top will default to Tasks or Exceptions, depending on how you last left it. Click the Exceptions option.

  1. After you select Exceptions, you should see either Order exceptions, Shipment exceptions, and/or Inventory exceptions, depending on how you last left the page. Click the arrow next to the exception type and use the drop-down to select Shipment exceptions, if it is not already displayed.

  1. Once in the shipment exceptions view, check the View by setting in the upper right corner. Use this drop-down to select whether you want to view Open exceptions only, Resolved exceptions only, or All exceptions.

  1. Next, click the Filters icon to expand the filter modal.

  1. Configure your filter for your shipment exceptions.
    1. The available filter options are described in the next two sections, broken down by whether they apply to the shipment(s) associated with the exception(s) or to specific exception details.
    2. Some options are hidden under the More filters option. Click on More filters, then use the drop-down under Select field to select a filter option. Click More filters again to add another option.
      1. Note: Once all possible options are added, the More filters button disappears.

  1. Click Apply to apply your filter to the Workbench.

Filtering by the associated shipment’s details

When filtering for shipment exceptions, your options include filtering for exceptions where:

  • The shipment associated with the exception matches your chosen options, and/or;
  • The exception details match your chosen options.

Both kinds of parameters can be used in conjunction with each other. For example, you can filter for all Appointment needed exceptions for shipments that have a delivery location within a certain city.

The subsections below detail the filter options that pertain to the shipments associated with exceptions.

Pickup/delivery date

The Date range filter allows you to view exceptions for shipments that have a pickup or delivery date that falls within the selected date range.

Use the Pickup/Delivery toggle to specify the type of date. Then, create a custom date range using the calendar tool, or click the drop-down menu and choose from the following:

  • Today
  • Past week
  • This week
  • Next week
  • Past month
  • This month
  • Next month

To create a custom date range, click each field to select a date from the calendar, or type in a date with the format mm/dd/yy.

Shipment ID

Use the Shipment ID filter to view exceptions for specific shipment IDs. Use the text field to type in a shipment ID number, then choose a matching shipment ID from the results shown below the field. Use the field multiple times to filter for exceptions from multiple shipments.

Protip: If you’re copying and pasting a list of IDs into the Shipment ID field, each ID can be separated by commas or spaces.

Click the X on a selected shipment ID to remove it from the filter.

Origin/Destination city, state, or country

Use the Origin and Destination fields to filter for all exceptions for shipments that begin or end in a selected region.

Use the provided text fields to type in the name of a city, state, or country, then select from matching results shown in the drop-down below. Select all cities, states, and/or countries that apply.

Click the X on a selected location to remove it from its respective filter.

Adding a search radius

Both the Origin and Destination fields have a Search radius field connected to them that appears when a city, state, or country is added to the main field. When used in conjunction with your selected cities, states, and/or origins, you can filter for all exceptions for shipments that have origins or destinations within a selected distance of the selected region(s).

Type in or use the slider to enter a radius size in your tenants’ default distance unit (miles or kilometers)

For example, if the chosen Origin is Sunnyvale, CA, USA and the Search radius (mi) is 100 miles, then all exceptions for shipments with origins within 100 miles of Sunnyvale are shown.

Note: You can filter by only one origin and/or destination radius at a time. The Search radius field will disappear if more than one region is added to the main field.

Customer or Carrier

You can view exceptions for specific customer’s shipments or for shipments that are assigned to specific carriers using the Customer and Carrier filters.

Use the Is/Is not toggle on either field to indicate that the filter should only include exceptions for shipments that are connected to selected customer(s)/assigned to the selected carrier(s), or should exclude exceptions for shipments that are connected to those accounts.

Use the text fields to type the name of a customer or carrier account, then select an account from the results shown below. Select all customers and/or carriers that apply.

Note: If both filters are used and set to Is, only exceptions for shipments associated with one or more of the selected customer accounts and with one or more of the selected carrier accounts are shown. If both fields are set to Is Not, any exception with a shipment associated with any of the selected accounts is excluded.

Click the X on a selected account to remove it from its respective filter.

Customer account owner or Carrier account owner

Use the Customer account owner and Carrier account owner fields to filter for exceptions for shipments associated with the selected customer or carrier account owners.

In each field, use the text field to type in the name of a user in your tenant, then select from the matching results shown below. Select all customer or carrier account owners that apply.

Once applied, the results only include exceptions for shipments associated with customer or carrier accounts which are assigned to one or more of the selected users.

Note: If both filters are used, only shipments where both a customer account and carrier account are assigned to the selected account owner users are shown.

Click the X on a selected account owner to remove it from its respective filter.

Tags

The Tags field allows you to filter for exceptions based on the tags assigned to the associated shipment(s). For example, you may want to see all the exceptions where the shipments have the tag #HotShipments.

Use the text field to type in the name of a tag, then select from the matching results that appear below. Select all tags that apply.

Click the X on a selected tag to remove it from the filter.

Visibility Groups

Use the Visibility Groups field to view exceptions for shipments that are or are not associated with the selected visibility group(s).

In the text field, type in the name of a group, then select from the matching results below. Select all that apply. If an exception’s shipment is associated with at least one of the selected groups, that exception is included or excluded in the results, depending on your Is/Is not selection.

Click the X on a selected group to remove it from the filter.

Mode

Use the Mode filter to include or exclude exceptions for shipments that have at least one route segment transported in the selected mode(s).

Use the Is/Is not toggle, then use the drop-down to select applicable modes. Select all that apply.

Click the X on a selected mode to remove it from the filter.

Note: The drop-down includes all service types associated with each mode. Select the Any option under a mode to include all exceptions where the shipment contains a segment with that mode, or select a specific service type. For example, select TL - Any to include all truckload shipments, or select TL - Expedite to include only expedited truckload shipments in the filter’s results.

Equipment needed and Equipment used

Add this filter via the More filters option.

Use these filters to view exceptions for shipments with specific equipment types listed in their Equipment needed or Equipment used fields.

Use the text field to type in an equipment type’s name and select from matching results shown below. Select all that apply.

Click the X on a selected equipment type to remove it from its respective filter.

Route number or PRO number

Add these filters via the More filters option. These filters allow you to view exceptions for shipments with a route ID or PRO number that match a selected ID or contain a match to a partial ID.

Use the Contains/Is drop-down to filter for exceptions associated with shipments where the ID is an exact match for full ID numbers entered in the text field or contain a partial ID number entered in the text field.

Then, type in the full ID number or partial ID number in the text field. Hit the enter key to add the ID or partial ID. You can add as many IDs or partial IDs as needed.

Click the X on an entered ID or partial ID to remove it from its respective filter.

Filtering by exception details

The filter options described in the subsections below pertain to the exception’s specific details are shown below.

Exception type and reason/EDI code

Use drop-down and the Is/Is Not toggle in the Exception filter to view only those exceptions of the selected type(s) or all exceptions excluding the selected types.

Then use drop-down and the Is/Is Not toggle in the Exception reason / EDI code filter to select from reason codes that are configured for the selected shipment exception types in the Exception to Reason Code (EDI) Linkage section of Admin console > Settings > Shipments.

Note: When multiple exception types are selected in the Exception filter, the available reason codes in the Exception reason / EDI code filter are separated with a header in grey text. If two exception types share the same reason code, the code is duplicated in both exception types’ sections of the drop-down.

Using the Is/Is Not toggle on both filters combined provides better flexibility in the results shown. The table below outlines the logic of how Turvo filters for exceptions based on your selections on each toggle.

  Exception - Is Exception - Is Not
Exception reason / EDI code - Is Only exceptions that match at least one of the selected exception types and one of the selected reason codes are shown. *Shipment exceptions of at least one of the selected types that do not have any of the selected reasons are shown.
Exception reason / EDI code - Is Not Only exceptions that match at least one of the selected exception types and do not have any of the selected reason codes are shown. *Only exceptions that do not match any of the selected exception types or reason codes are shown.

*Important note: Only reason codes that have been mapped to the selected types are shown in the Exception reason / EDI code filter. This may limit your choices when filtering for exceptions when the reason you want to filter for is not mapped to one of the selected exception types. For this reason, we recommend relying on the Is toggle for exceptions and Not toggle for reasons if you wish to exclude certain reasons.

Exception Status

Use the Exception status filter, located in the More filters options, to only view exceptions that are in one of the selected statuses.

Click the field and use the drop-down to select from Created, Valid, or Invalid exceptions. Select all that apply.

Use the X next to a selected status to remove it from the filter.

Assigned to

Use the Assigned to filter to view exceptions based on the individual user or contact that the exception has been assigned to.

Use the text field to type in the name of a user on your tenant or a shipment contact, then select from the matching results shown below. You can only enter one assignee. Exceptions that are assigned to that individual are shown.

Location

Under the More filters options, you can select the Location filter. This allows you to filter for shipment exceptions associated with a specific pickup or delivery location.

Use the text field to type in the name of a tag, then select from the matching results that appear below. Select all tags that apply.

Click the X on a selected tag to remove it from the filter.

Stop type

Use the Pickup/Delivery toggle in the More filters options to filter for exceptions where the assigned location is a pickup stop or a delivery stop on the shipment.

Owner

Use the Owner field in the More filters options to filter for exceptions based on the organization that is responsible for providing updates/information on the exception or resolving the exception.

Use the text field to type in the name of an organization, then select from the matching results shown below. Select all that apply.

Click the X on a selected organization to remove it from the filter.

Saving a filter

Do you filter by the same exception criteria regularly? Save filters to quickly apply them when you need to. After filling in all of the applicable fields, click Save as… in the bottom right corner.

Type in a name for your filter, then click the checkmark icon to save. If you change your mind, click the arrow icon to undo the action and not save the filter.

Next time you want to apply your saved filter, click My filters next to the filter icon in the top right corner of the Workbench page. This displays all of your saved filters. Select the one you want to quickly apply to your exceptions.

Note: The Workbench page saves filters for each exception type separately, so they only appear contextually when viewing that exception type.

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View the applied filter

Once a filter is applied, the criteria used to filter the page is displayed at the top of the Workbench’s shipment exceptions view.

The result(s) on the right shows the total number of results that fit the criteria.

Click clear on the right side to remove the filter. To edit the applied filter, click the filter icon to add to or remove the existing criteria.

A filter will remain until it is cleared or edited and reapplied. Even if you sign out and log back in, the last filter you applied to shipment exceptions will remain.

If you cannot find the shipment exception that you are looking for, look at the applied filter and clear or edit the filter to adjust what is being displayed.

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