Opening a Job (New Shipment)
Create a new shipment job and activate its Digital Twin in under two minutes.
Overview
A 'job' in Business Zone is a new shipment record. Opening a job creates the Shipment Digital Twin that every other workspace (Operations, Customs, Finance, AOG) then reads from. There is only one canonical way to open a job, and it always starts from the Shipments workspace.
Business Value
Single source of truth from minute one — no orphaned spreadsheets.
SLA timers start the moment the job opens, so exception detection is immediate.
Every downstream workspace (customs, finance, AOG) auto-inherits the job context.
How It Works
From Shipments → New Job, capture customer, lane (origin → destination), service level and SLA target, then attach documents (AWB, commercial invoice, DGD if applicable) and assign an owner. Saving the job provisions the Digital Twin at /shipments/:id and pushes an exception subscription into Operations Command.
Workflow
- 1
Open the Shipments workspace
Go to Shipments in the left navigation. Click the New Job button in the top-right of the Shipments list.
- 2
Capture customer and lane
Select the customer (or create one from Sales), then set origin, destination, mode (air / road / sea) and requested pickup/delivery times.
- 3
Set the SLA and priority
Choose the service level (Standard, Priority, AOG). The SLA countdown starts from the pickup time and drives exception ranking in Operations Command.
- 4
Attach documents
Upload AWB, commercial invoice, packing list and — if hazardous — the DGD. The document checklist on the Digital Twin will show what is still pending.
- 5
Assign an owner
Route the job to an operations coordinator. The owner is the accountable party in the audit trail and receives the exception feed for this job.
- 6
Save and open the Digital Twin
Save to create the job. You are redirected to the Shipment Digital Twin at /shipments/:id — this URL is the shareable, permanent record of the job.
- 7
Monitor from Operations Command
The job now streams into the Operations Command task board. SLA timers, exceptions and AI recommendations attach to it automatically.
Key Components
Best Practices
- ▸Always open the job before dispatching a truck — the SLA timer is what protects the customer commitment.
- ▸Assign an owner even for internal test jobs; unassigned jobs are invisible in the task board.
- ▸For AOG jobs, open the Shipment first, then open an AOG case from the Twin — this preserves the audit link.
- ▸Send the Twin URL to the customer instead of a status email — the URL stays current.
AI Insights
AI-assisted intake
Paste a customer email into the Copilot and it will pre-fill the New Job form with cited fields for you to confirm.
Frequently Asked Questions
Who can open a job?›
Ops Coordinator, Sales, AOG Team and Ops Director. Finance and Customs are read-only for job creation.
Can I open a job without a customer record?›
No — the customer is required. Create the customer in Sales first, then open the job.
What if I don't have all documents yet?›
Open the job anyway. The document checklist will flag pending items and Operations Command will surface them as exceptions.