Manage and configure #ApproachingLate and #RunningLate threshold rules

#RunningLate and #ApproachingLate tags are configured on a per-customer basis under a customer's settings. You may have customers who you allow a grace period after the designated pickup or delivery time, and if they arrive within the grace period, they aren't considered late. This is an instance in which you'd want to configure #ApproachingLate or #RunningLate threshold rules. 

Before configuring your threshold rules, see our Approaching late (#ApproachingLate) and running late (#RunningLate) tags article for more information on how the values are calculated, displayed and how it affects schedule ETAs and times.

This article covers: 

Tenant-level vs. customer specific Running Late/Approaching Late thresholds

Turvo also allows users with Admin access and above to create a Running late threshold and an Approaching late threshold at the tenant-level via the Admin console.

Note: The tenant-level threshold feature is available to all Turvo tenants. No rules are configured by default.

Tenant-level thresholds serve as a default threshold for all customer accounts, unless specific thresholds are added to a customer account. In these cases, the account-level thresholds override the tenant-level threshold. Therefore, tenant-level thresholds are best used when the same threshold can be applied to most customers, and individual thresholds can be set for those customers that require them. This reduces the number of accounts that need to be manually updated. 

Create and manage tenant-level Running Late/Approaching Late thresholds 

Access tenant-level threshold settings

Users with Admin-level access or above can follow the steps below to create thresholds for your tenant via the Admin Console:

  1. Navigate to the Admin console by clicking on your profile icon in the top right corner of Turvo. 
  2. Select Admin console.

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  1. Click the Rules card.

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  1. On the Rules page, click the Customer header in the column to the left, if not already selected.
  2. In the Customer tab, click the Threshold section header to expand the Thresholds settings. 

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  1. The +Create rule button and any existing rules are displayed in the table below the section header. From here, you can create and manage your tenant-level threshold rules.

Rule creation logic

Notification rules use the same use When/And/Then logic statements found in Autopilot 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.

Create a tenant-level threshold rule

From the Admin Console > Rules > Customer > Thresholds settings:

  1. Click +Create rule to launch the Create threshold rule modal.
    1. Note: You can only create twenty (20) Running/Approaching late threshold rules per tenant.

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  1. Fill out the Create threshold rule modal using the fields described below:

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    1. Rule name: First, give your rule a name. This can be anything that will help you identify the rule in the list of all your threshold rules for your tenant.
      1. Note: This field is required.
    2. Customer account: For tenant-level rules, this field will be locked to All Accounts
    3. Scheduling type: Select a Scheduling type from the drop-down menu. The threshold rule will only be applied to stops that fit the selected scheduling type. You can choose between By appointment, FCFS (first come, first served), or, if it is enabled for your tenant, Turvo Appointment Scheduling.
    4. Approaching late threshold:  Type the number of minutes late the shipment can be before it will be tagged as #ApproachingLate. 
      1. The Approaching late threshold must be less than the Running late threshold, and can be configured with a negative threshold up to -120 minutes. When a negative threshold is entered, the threshold acts as an early warning, rather than an additional grace period before the shipment is considered late.
        1. For example, if the Running late threshold is set to 0, then shipments for that customer will be tagged #RunningLate as soon as it is one minute late. If the Running late threshold is set to 10 minutes, the shipment will only be tagged #RunningLate if it is 11 or more minutes late.
    5. Running late threshold: Type the number of minutes late the shipment can be before it will be tagged as #RunningLate. 
      1. Note: The Running late threshold is required. A rule can be created with only a Running late threshold, but cannot be created with only an Approaching late threshold.
  1. If you want this rule to apply to all shipments for all customers on the tenant, click SAVE.

If you want to only use this threshold rule in certain scenarios, then continue on to the next section to learn how to add criteria. 

Add criteria to customize your rule

If you want a threshold rule to only apply in certain scenarios, then you can apply criteria to customize the rule.

  1. In the Create threshold rule modal, click + Add criteria.

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  1. Use the drop-down menu to select the criteria that you want to apply.

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  1. Click Is or Is not to determine whether you want the criteria to be added as an include or an exclude condition.
    1. An Is condition means that the threshold will only be used if the criteria is met on the shipment.
    2. An Is not condition means that the threshold will only be used if the criteria is not met on the shipment.
  2. Next, enter the relevant attribute, such as a specific Tag or Location.
    1. Note: If you add multiple attributes to one criteria row, it will be considered an “OR” rule. This means the threshold will be used if either of the criteria attributes are met.
  3. You can continue to add more criteria to your rule using the + Add criteria button.
    1. Note: If you add multiple different criteria types, they will be considered “AND” rules in relation to the other criteria. This means the threshold will only be used if all of the conditions are met.
    2. In the example below, the threshold rule will only apply if the shipment has the tag #HotShipments AND the carrier Is John's Trucking AND the Origin location Is Midwest Warehouse OR ABC Warehouse.

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  1. When all the applicable criteria are added, click SAVE.

Manage existing tenant-level threshold rules

If you’ve previously configured thresholds for the customer, they will be surfaced in the table. To manage an existing rule, hover over the row and click the More actions icon (three vertical dots).

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  • Enable / Disable: Change the status of the rule. Rules that have been disabled will not trigger Running late or Approaching late.
  • Edit: To edit a rule, select Edit.
  • Delete: To remove a rule from your profile, click Delete.
    • Note: Deleted rules cannot be recovered.

If a threshold rule is met, the shipment will be tagged as #RunningLate or #ApproachingLate and the associated notifications will be enabled; if there are no threshold rules enabled, however, shipments will not be tagged and notifications will not be received.

You can configure different settings depending on if the stop is scheduled with an appointment or first come first serve (FCFS), and add additional criteria so that the rule only applies in certain scenarios.

Create and manage customer-level thresholds

Access the customer-level threshold settings

To access a customer's Approaching Late and Running Late threshold rules:

  1. Locate the customer for which you'd like to configure the threshold settings by searching in the search bar or selecting them from Accounts > Customers in the left navigation bar.
  2. Click on the Details tab.

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  1. Scroll down and click to expand the customer Settings.
  2. Depending on your tenant configurations, you may have to click Thresholds.

Create a customer-level threshold rule

If no rules are present, or if you want to add an additional rule:

  1. Click + Create rule within the Settings section > Thresholds segment.
    1. Note: You can only create twenty (20) Running/Approaching late threshold rules per Customer account.
    2. Protip: If you have Admin-level permissions or above, you can click the Check here link in the reminder text above the Thresholds segment’s table to be redirected to the tenant-level settings in the Admin console.

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  1. Fill out the Create threshold rule modal. The fields found in the customer-level modal match those detailed above in the Creating a tenant-level threshold rule section. 
    1. The key difference will be that the Customer account field will default to the account page that you are creating the rule from.

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  1. Fill out all fields and use the +Add criteria button to add criteria to the rule. The same tenant-level rule criteria options, detailed in the Add criteria to customize your rule section above, also apply at the customer level.
  2. Once you have finished configuring the rule, click SAVE to apply it to the customer’s account.

If a threshold rule is met, the shipment will be tagged as #RunningLate or #ApproachingLate and the associated notifications will be enabled; if there are no threshold rules enabled, however, shipments for that customer will not be tagged and notifications will not be received.

You can configure different settings depending on if the stop is scheduled with an appointment or first come first serve (FCFS), and add additional criteria so that the rule only applies in certain scenarios.

Manage existing customer-level threshold rules

If you’ve previously configured thresholds for the customer, they will appear in the Thresholds segment’s table. Manage existing rules using the More actions icon (three vertical dots) to the right of the table. The same options are available here as those found when managing tenant-level rules, as detailed above in the Manage existing tenant-level threshold rules section above.

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Additional information

The articles below provide additional information on the #ApproachingLate and #RunningLate tags, customer accounts, and Admin console configurations for customer accounts.

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