How to set up rulesets

Rulesets define what a driver can and must do, when completing a stop.

The rulesets are quite powerful, so in this article we will first go through what you can do with the rulesets and then afterwards go through how to set up a ruleset.

Ruleset options
Require reason for failed cargo items (when not picking up/delivering a cargo item).
Allow/disallow grouping of cargo items.
Allow registering grouped cargo items as one.
Allow signature for stop.
Require GPS position when completing a stop.
Require scan on cargo items with barcode.
Allow registering unknown pickups/deliveries.
General registration options, such as "Damaged cargo item", "Missing cargo item" and more.

Using the options above, you can manage what level of Quality Assurance you need.

Rulesets can be set in a few different ways:
Set a ruleset on company level to work as default ruleset on all trips.
Set a ruleset on trip level to overrule the company ruleset.
Set rulesets on the pickup and delivery section of an order to overrule trip and company rulesets.

Please note that some ruleset options only work on trip and company level, such as "Allow unknown registration" and "Allow signature".

Defining Quality Assurance
First you need to consider what you want to achieve with the registration ruleset. For every requirement you set on the drivers, you also complicate their job which in turn can mean slower deliveries and more error prone registrations. On the other hand, the right Quality Assurance can save both time and money in other parts of the business, fx in Customer Service.

Also, while you can create multiple rulesets and use the hierarchy (company level < trip level < order level), the added complexity of several different rulesets can cause confusion.

Dropboy recommends to have as few rulesets as possible

Setting up a ruleset
Rulesets are comprised of specific settings (as seen on the left) and registrations (as seen on the right).


Let's go through the specific settings on the left first.

Name and "Reason for failure"
Here you add a name for the ruleset and can select whether you require a registration in case of "failed" cargo items.

When a cargo item is "failed", it actually refers to the pickup or delivery of the item that was supposed to happen. So fx. a "failed" pickup, simply means that the driver was unable to pick up the item.

This feature allows to define a group that all cargo items that are affected by this ruleset are grouped within. There is also an option to allow the group to be picked up as one. This greatly simplifies the process for the driver, however, please note that if the rule for scanning is defined, then cargo items with barcode will not be possible to pick up as a group.

This option can be set on trip or company level and will then affect all orders that do not have a ruleset on the order level.

This option makes the signature function available on any stops on a trip that is affected by this ruleset.

Note that this only works on rulesets that are set on either trip level or company level.

Force GPS
This option forces the driver to have GPS enabled when completing a stop. It is recommended to have this enabled.

Note that this only works on rulesets that are set on either trip level or company level.

Now, let's focus on the registrations on the right.
Note that there are two special registrations that we can activate and a '+' button in the lower right corner, that can be used to add extra registrations of the general type.

This registration forces drivers to scan cargo items that have a barcode.

Please note that this registration rule overrules the "Allow Group Registration" option on any item with a barcode.

Enabling this allows driver to registrer unknown items.

This is used in case a driver finds a parcel that is not on the list, but decide to pick up/deliver anyway, fx if he sees on the label that it needs to be delivered on the location he is at.

Any cargo items that are registered as unknowns are then available in the "Unknowns" view on the web platform where they can be matched with a cargo item of an order. Read more about Unknowns in this article: How to match unknowns.

General registrations
Clicking on the '+' button in the bottom right adds more registrations to the ruleset, which are of the "General" type.

General registrations are the more typical kind of registrations, such as when a cargo item is damaged or missing and some others such as "No room in box" or the very generic registration "Other".

Once the ruleset is defined to your preference, click 'Save' and you have your first ruleset.
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