Autopilot: Automatically resolve shipment exceptions

Turvo offers a number of Autopilot rule options to automate the application of various exception types to shipments. But you can also use Autopilot to automatically resolve shipment exceptions as well, further enhancing the automation of your tenant and reducing the number of touches to shipments during their lifecycle.

Note: The ability to add Autopilot rules for shipments and orders is enabled at the tenant level. Contact your Turvo representative to have it enabled.

For more information on creating, finding, and managing exceptions, see the following articles:

Note: Creating and sharing exceptions is not enabled by default. If your organization has exceptions enabled in your tenant, you’ll see the option to add an exception appear under the Fast Action Button on shipments. If you do not currently have exceptions or the ability to share exceptions enabled, contact your Turvo representative.

Autopilot rule creation logic

Autopilot rules use When/If/And/Then statements to dictate the action that takes place. See our Autopilot: Understanding rule creation logic article to learn more about the basic rule logic used in Turvo.

Creating an exception resolution rule

Follow the steps below to create an automatic resolution rule:

  1. Navigate to the Admin console by clicking on your profile icon in the top right corner of your dashboard and select Admin console from the drop-down menu.

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  1. Click the Rules card to open the page.

  1. On the Rules page, click the Shipment header in the column to the left. Then, click the Autopilot section header to expand.

  1. In the Shipment > Autopilot section, click + Create rule.

  1. In the Create shipment rule modal, name your new rule and use the When drop-down to select A shipment reaches a defined status and has open exception/s.

Configuring default If statements for exception resolution rules

The initial If/And statements are always If (required) Exception and And (required) Shipment status:

  1. Use the drop-down under If (required) Exception to select the exception type(s) to resolve automatically via the Autopilot rule.
    1. Type the name of an exception type into the field and select from matching results below to find an exception type more quickly.
    2. Select all exception types that apply. Use the x next to the exception type to deselect it.

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  1. Use the And (required) Shipment status to select the status(es) that apply to the rule. The selected exception types are resolved once the shipment reaches one of the selected statuses and any other criteria on the rule are met.
    1. Type the name of a shipment status into the field and select from matching results below to find a status more quickly.
    2. Select all statuses that apply. Use the x next to the status to deselect it.

Configuring additional If statements for exception resolution rules

If desired, use the +Add criteria button to narrow the rule’s scope. These criteria are additional And statements for the Autopilot rule’s logic.

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  1. In the +Add criteria drop-down, select from the following additional criteria to configure your rule:
    1. And(optional) Mode _______: use the Is/Is Not toggle and the provided field to select for shipments that are or are not in the selected mode(s).
      1. Select Is to apply the rule only to exceptions on shipments with the selected mode(s) or Is Not to apply the rule to all exceptions, excluding those with the selected mode(s).
      2. Use the text field to start typing a mode name and then select applicable modes. Select all that apply.
      3. If this criteria is not added, the rule applies to all exceptions, no matter the mode of the associated shipment.
    2. And (optional) Carrier _______: Use the Is/Is Not toggle and the provided field to select carrier accounts that the rule does or does not apply to.
      1. Select Is to apply the rule only to exceptions on shipments executed by the selected carrier account(s) or Is Not to apply the rule to all exceptions, excluding those for shipments executed by the selected carrier account(s).
      2. Use the text field to start typing an account name and then select applicable carriers. Select all that apply.
      3. If this criteria is not added, the rule applies to all exceptions, no matter the carrier.
    3. And (optional) Customer _______: Use the Is/Is Not toggle and the provided field to select customer accounts that the rule does or does not apply to.
      1. Select Is to apply the rule only to exceptions on shipments for the selected customer account(s) or Is Not to apply the rule to all exceptions, excluding those for shipments for the selected customer account(s).
      2. Use the text field to start typing an account name and then select applicable customers. Select all that apply.
      3. If this criteria is not added, the rule applies to all exceptions, no matter the customer.
    4. And (optional) Exception status _________: Use the Is/Is Not toggle and the provided field to select for exceptions that are or are not in the selected status(es).
      1. Select Is to apply the rule only to shipments with the selected status(es) or Is Not to apply the rule to all exceptions, excluding those with the selected status(es).
      2. Select from Valid, Invalid, or Created.
      3. If this criteria is not added, the rule applies to all shipment exceptions, no matter the status.
    5. And (optional) Exception Type _________: Use the Is/Is Not toggle and the provided field to select for exceptions that are created via the specified method.
      1. Select Is to apply the rule only to exceptions created via the selected method or Is Not to apply the rule to all exceptions, excluding those created via the selected method.
      2. Use the drop-down to select from:
        1. System for exceptions created by issues flagged by Turvo's own internal logic;
        2. Manual for exceptions created manually by a user, and/or;
        3. Automatic for exceptions created via an Autopilot rule.
      3. If this criteria is not added, the rule applies to all shipment exceptions, no matter the creation method.

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Configuring Actions for exception resolution rules

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  1. The Actions section for exception resolution rules defaults to Resolve the selected exception and has no other options.
    1. Use the Description text field to enter a description that will appear in the exception once it is resolved and in the corresponding shipment’s Timeline tab entry noting the resolution of the exception.
    2. Note: Adding a description is optional.
  2. Click SAVE to finish creating your rule.

Once saved, shipment exceptions that match the rule’s parameters are automatically resolved once they reach one of the indicated shipment statuses.

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