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Excursion Alerts
Module: Cold Chain Management
Where to open in admin
- Log in to Admin.
- Open sidebar menu Cold Chain Management.
- Click Excursion Alerts.
- Direct route (for admins):
admin/cold_chain/cold_chain_excursion_alerts
What this screen is for
Work with **Excursion Alerts** records inside Cold Chain Management (list, create, edit, and process according to your role).
How to use — step by step
- Open the screen from the module sidebar menu.
- Use Search / Filters to find existing records.
- Click New or Add to create a record; fill required fields marked with *.
- Save as draft if the module supports drafts; otherwise save and continue editing.
- Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
- If an approval workflow exists, submit the record and ask an approver to approve/post.
- Use related Reports or Dashboard widgets to verify the outcome of your work.
Common buttons & actions
- New / Add
- Edit
- Delete
- Filter
- Export
- Approve/Post (if enabled)
Required permissions
Staff need the ccm_excursion_alerts feature with: view, create, edit, delete, resolve.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Field tips from module language strings
- Automatically create an excursion alert when a temperature reading is out of range
- Send email reminders via Perfex CRM cron when calibration is due
- When enabled, critical excursion alerts create a Non-Conformance in the QMS module
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Excursion Alerts, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.