Welcome to Surgeship™ | Helpdesk

TABLE OF CONTENTS

• Main Menu
• Reference Menu
• Actions Button
  • Example of Actions
  • Actions Button Options

Main Menu

Use the Navigation on the left to select your desired page. If the menu is hidden click the Navigation Toggle button.

		An overview of relevant information, recent sets, schedules and analytics.
		Access to the Messages page which allows internal communication as well as Communication with Carriers.
		Access to Execution functions such as: Active Routes, Closed Routes, Route Assignment and relevant Documents.
		Route Assignment – View all Routes and their current Status. Assigned Routes – View Routes that are active. Uploaded Documents – View Drop status, associated documents, invoicing and history. Pick-up Schedule – View Schedule, Active Appointments, Appointments needed. Closed Routes – View Routes that have been completed.
		Update user account and settings and Manage users.

Reference Menu

At the top right of the screen the user has access the option to Search, Help, Full Screen mode, quickly preview relevant Notifications, access Messages and modify their Profile details.

	Site-wide searches can now be conducted to find routes that contain your search query. For example: you can enter a sales order number or into the search bar and quickly identify the route(s) that contain it. Things you can search for: Sales Order, Purchase Order, Route ID.
	Access to support and related documentation.
	Full-screen toggle
	Notifications
	Messaging quick access
	Custom Filtering & Saved Views
	Page stacked view toggle

Actions Button

For all Routes that have been accepted, the Actions menu will provide relevant actions based on the current status of the route.

Example of Actions

Example of Actions for status: Accepted	Example of Actions for status: In Progress	Example of Actions for status(es): Completed, Awaiting Documentation	Example of Actions for status(es): Completed, In Review

Actions Button Options