Statuses and stages¶

Every status and stage you see on a chip, a badge or a button, explained once. Screen pages link here instead of repeating the meanings. Colours are explained in the Colour key.

Contents: Orders · Order intake and validation · Trips and stops · Trip exceptions · Plans · Deliveries and slot approvals · Delivery windows · Bills and invoices · Settlements · Contracts · Fleet and people · Users and invitations · Organizations and provisioning · Migrations and jobs · Driver app

Orders¶

Control Tower stages¶

The stage chip on Orders, the order panel and the Overview.

On-screen label	What it means	What usually happens next
Received	The order has been entered but not yet checked.	Staff click Validate order.
Validation	The order is being checked.	Approve -> planning sends it on to planning.
Planning	The order is approved and waiting for, or inside, a plan.	Confirm plan; the plan is published to dispatch.
To dispatch	The order is planned and waiting to go out.	Open its trip on the Dispatch board.
In transit	The order is on the road.	Track live; the driver confirms delivery.
Exception	Something went wrong, or the order was declined at intake.	Resolve exception.
Completed	The order has been delivered.	Send to billing.

The order panel also shows a progress line: Received, Validated, Planned, Dispatched, In transit, Delivered. An order in trouble shows In transit - exception.

Customer Portal statuses¶

What a customer sees on Orders, Order detail and the Dashboard.

On-screen label	What it means	What usually happens next
Created	Saved, but not yet sent to GWC.	You edit it, or select Submit to GWC, or cancel it.
Approved	Submitted; GWC has it and will plan it.	GWC plans it. You may still edit or cancel.
Planning - Pending Approval	GWC has proposed a schedule and is waiting for your decision.	You select Approve.
Scheduled	A schedule is accepted and planned.	The order is dispatched.
Check-out Dispatch - Within ETA	Being dispatched, on schedule.	It leaves the site.
Check-out Dispatch - Pending Revised Approval	Being dispatched, and a revised slot needs your decision.	Approve or reject the revised slot.
Check-out Dispatch - Delayed	Being dispatched, running late.	Follow the order; GWC may propose a revised slot.
In Transit - Within ETA	On the road, on schedule.	Delivery.
In Transit - Delayed	On the road and running late. Also shown for an order held at an exception.	Delivery, or GWC contacts you.
Delivered	Delivered. Proof of delivery and the invoice become available.	See the invoice in Bills & invoices.
Cancelled	Cancelled; the reason is kept.	Nothing.
Returned	The goods came back.	See the invoice if one applies.

The Dashboard Shipments in flight pill uses a shorter vocabulary: Submitted (under review), Accepted (being scheduled), Scheduled, In transit, Delivered and Needs changes. A late shipment adds "delayed" and turns red. The four-step progress line on a shipment is Scheduled, Loading, In transit, Delivered.

Order intake and validation¶

On the Control Tower Orders screen, new orders pass an intake check.

On-screen label	What it means	What usually happens next
Clean	Every check passed.	Accept the order.
Accept with warnings	The order can go ahead, but something is worth a look.	Review, then accept.
Needs correction	A check blocks the order.	Correct it, Accept anyway with a recorded reason, or Decline.
Accepted	The order has been let through.	It continues to planning.

Intake filter chips: All, Pending Resolution, Accepted. Check tags: Blocks, Warning, Note. Priority tags: High and Low (Normal shows no tag).

On the Overview, intake is summarised as Order Placed, Validation Failed and Order Accepted. A failed order shows a reason such as Customer is not active, Customer has unpaid bills, No contract cover, Contract expired or terminated, Service not on the contract, No capable vehicle in the fleet, Incomplete order, Delivery point not geocoded, or Requested date has passed.

Trips and stops¶

On-screen label	What it means	What usually happens next
Planned	Published from a plan; no driver yet.	Dispatch assigns a driver.
Assigned	A driver is assigned but has not acknowledged.	Record driver confirmation.
Confirmed	The driver has acknowledged the trip.	Start the trip once the readiness check allows.
In Transit	The trip is under way.	Stops are completed; Re-plan from here is available.
Interrupted	A breakdown; waiting for a restart or recovery decision.	Dispatch decides how to recover.
Completed	All work on the trip is done.	Billing.
Cancelled	The trip was cancelled.	Nothing.

Stops (activities) on a trip:

On-screen label	What it means
Pending	Not started.
En Route	The driver is heading there.
Arrived	The driver is at the stop.
Completed	Done.
Failed	The stop could not be done.
Skipped	Left out on purpose.

A completed stop records an outcome: Pickup Completed, Delivery Completed, Delivered with Damage, Pickup Refused or Delivery Refused. Readiness findings are tagged BLOCK (the trip cannot start; starting needs an override reason) or ADVISE (the trip may start).

Trip exceptions¶

A trip exception moves one step at a time; steps cannot be skipped.

On-screen label	What it means
Reported	Raised, for example by the driver.
Acknowledged	Dispatch has seen it.
Action Required	Something must be done.
Action in Progress	Someone is working on it.
Resolved	The problem is fixed.
Closed	Finished and filed.

On the Overview, an exception row shows Critical (SLA breached), High (at risk) or Medium, and Open (no vehicle or driver yet) or In Progress (vehicle and driver assigned).

Plans¶

On-screen label	What it means	What usually happens next
Review	The optimiser has produced a plan that is not yet published.	Review the routes and exceptions, then Go to Dispatch.
Published	Sent to the Dispatch board; the routes are now trips. The plan is frozen.	Dispatch takes over.

Plan exceptions: Blocking (must be fixed before publishing), Warning and Advisory (shown, do not block). Orders in a plan show On time, Late or Unallocated. Planning records (waves, profiles, rules) are Active or Inactive; an inactive one is not offered to a new run. Rule actions are Allow, Warn, Block.

Deliveries and slot approvals¶

Customer Portal Deliveries screen.

On-screen label	What it means	What usually happens next
Planned	A delivery has been created for the order.	It is dispatched.
Dispatched	The delivery has left.	It goes in transit.
In transit	On the road.	Delivered.
Delivered	Delivered; proof is available.	Open the POD.
Delivery failed	The delivery could not be made.	GWC follows up.
Cancelled	Cancelled.	Nothing.

A late delivery reads, for example, "In transit - delayed". An Awaiting your approval flag means a revised slot needs your decision. Slot decisions show Pending, Approved or Rejected.

Delivery windows¶

Dock board and Window requests.

On-screen label	What it means	What usually happens next
Pending your approval	A carrier asked for a slot at your dock.	Approve, reject, or propose an alternative.
Approved	The slot is confirmed.	The carrier delivers; confirm equipment is ready if needed.
Rejected	The slot was refused, with a reason.	The carrier may ask again.
Alternative proposed	You proposed a different time.	The carrier accepts or declines.
Cancelled	The booking was cancelled.	Nothing.

Equipment tags on a booking: MHE (needs confirming) and MHE ✓ (confirmed ready).

Bills and invoices¶

On-screen label	What it means	What usually happens next
Draft	Prepared, not yet issued.	Finance issues it.
Issued	Sent to the customer, nothing paid yet.	The customer pays.
Due	An invoice awaiting payment.	Payment, or it becomes Overdue.
Partially Paid	Some of the amount is paid.	The balance is paid.
Paid	Fully paid.	Nothing.
Overdue	A balance remains after the due date.	Finance sends a reminder.

Bills use Draft, Issued, Partially Paid, Paid and Overdue. A tax invoice shows Draft, Due, Overdue and Paid in the Customer Portal; the Control Tower also shows Issued and Partially Paid, worked out from the balance and the due date.

Settlements¶

On-screen label	What it means	What usually happens next
Draft	Created from delivered work; still editable.	Submit for approval.
In review	Being checked by operations.	Submit to finance.
Pending approval	With finance (the Settlements screen says "With finance").	Approve, or Reject & return.
Approved	Approved by someone with enough authority; no longer editable.	An invoice is created and posted.
Invoiced	The invoice exists.	Send to customer.
Rejected	Returned to operations with a reason (shown as "Returned").	Correct and submit again.

An approved settlement or issued invoice is corrected with a credit note, never edited.

Contracts¶

On-screen label	What it means
Active	In force.
Renewal due	Close to expiry and needs renewing.
Pending	Agreed but not yet started.
Draft	Still being written.
Expired	Past its end date.
Superseded	Replaced by a newer version.
Terminated	Ended early.

On a contract, the service level shows Meeting, Below target or Floor breached. Customer credit is Active or Suspended.

Fleet and people¶

Thing	Labels
Vehicle, live	On Trip, Idle, Maintenance
Vehicle, master record	Available, Under Maintenance, Repaired
Driver, live	On Trip, Available, Off Duty
Driver, employment	Active, Inactive, On Leave, Suspended
Availability window	Available, Unavailable, Maintenance (vehicles); Available, Unavailable, Rest (drivers)
Driver document, review	Pending, Verified, Rejected
Driver document, today	Pending verification, Valid, Expiring soon, Expired, Rejected, Superseded (an older version replaced by a renewal)
Pre-trip inspection	OK, Due, Overdue
Live map telemetry	Running (moving), Idle (stopped), Offline (no recent report)
Driver safety risk	Low, Medium, High
Violation severity	High, Medium, Low

Services, checklist items and customers are Active or Inactive. Depots have no status: a depot is in your list until you delete it.

Users and invitations¶

An account is Active or Inactive. The SIGN-IN column shows the invitation:

On-screen label	What it means	What to do
Invited	An invitation was sent and has not been used.	Wait, or Resend.
Active sign-in	The person has chosen a password and can sign in.	Nothing.
Invitation expired	The link ran out (7 days).	Resend.
Revoked	The invitation was cancelled.	Resend to start again.
Created directly	The account was created with a password, with no email.	Nothing.

Organizations and provisioning¶

Admin portal.

On-screen label	What it means	What usually happens next
Provisioning	The organization is being set up.	It becomes Active when set-up completes.
Active	Live; its people are served.	Normal use.
Suspended	Switched off; people are refused until it is enabled again. Nothing is deleted.	Enable.
Decommissioned	Permanently retired.	Cannot be enabled again.

Provisioning progress: Pending, In Progress, Completed, Failed. Each step shows Pending, In Progress, Completed, Failed or Skipped. A failed step shows its error and Retry from here. Steps: Organization Identifier, Database Creation, Storage Creation, Database Schema Setup, Database Migration (optional), Organization Setup, Tenant Post Setup.

Migrations and jobs¶

On-screen label	What it means
Queued	Waiting for a worker.
Running	In progress.
Succeeded	Finished correctly.
Failed	Stopped with an error.
Lost	Contact with the worker was lost.
Timed Out	It took too long.

An email provider shows Active, Saved, not active or Not configured; the last test shows Delivered, Failed or Not tested since the last change. Platform administrators are Active or Inactive.

Driver app¶

On-screen label	What it means	What usually happens next
To do	A stop not yet started.	Navigate there.
In progress	You have arrived.	Capture proof of delivery.
Done	The stop is finished.	Move to the next stop.
Exception	A problem was reported.	Dispatch responds.

On Today, warning cards read Pre-trip check not done, Vehicle check failed and Shift not open. In a vehicle check each item is Pass or Fail.