Overview

Adding required documentation as a Diary Action or Task for each job type is a useful way for coordinators to track the submission of required documents from clients and agents.

Setting documents as a Diary Action or Task will cause them to display in red on the relevant job’s Diary tab – for example, Passport Copy and Customs Form, as you can see in the example below. Once the documentation has been received, this Diary Action will be completed and will display in green.

In addition to the Diary tab, required documentation is also listed on the Imports or Exports tab, depending on the type of move (or both for MMM jobs):

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Setup

To create a list of required documentation that can be used in this way, you must create them in Moveware as “Diary Actions”:

Required Fields:

1. Toggle to Y so this will appear as a required document in the Import/Export tabs.
   
2. Indicate which type of job this document belongs to.
   
3. Here you can narrow down your parameters even further by defining whether it applies for certain Origin (Import) or Destination (Export) jobs.

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