Describe a ParcelOffice preset rule in plain English

Type a preset rule in plain English, answer the AI’s question about missing details, inspect the complete proposed rule and save it deliberately as a draft.

For authors

Type a preset rule in plain English, answer the AI’s question about missing details, inspect the complete proposed rule and save it deliberately as a draft.

Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.

Plain English to a checked draft

  1. Load the current Assisted rules draft

    Load the current Assisted rules draft

    Load the Assisted rules draft from ParcelOffice. It has no rules yet, and its four example orders, with the presets they should get, were agreed in advance.

  2. Choose Select an approved parcel preset

    Choose Select an approved parcel preset

    Choose Select an approved parcel preset. A rule can only select one of the approved presets or hold the despatch.

  3. Load the preset rule controls

    Load the preset rule controls

    Load the controls for a new preset rule. This reads ParcelOffice and does not save anything.

  4. Choose Edit complete selection rule

    Choose Edit complete selection rule

    Choose the complete preset rule, so the proposal covers both when the rule applies and which preset it selects.

  5. Type the requirement in plain English

    Type the requirement in plain English

    Type the requirement as the despatch team wrote it: blinds despatches get the 2 x Long box preset.

  6. Ask for a proposal

    Ask for a proposal

    Ask for a proposal. The AI replies with a question instead of guessing: should the preset wait until packing has been confirmed, and what should the rule be called?

  7. Add the details the AI asked for

    Add the details the AI asked for

    Keep the requirement and answer the question: select the preset only once packing has been confirmed, and call the rule Blinds in long boxes, with rule ID blinds-long-boxes.

  8. Ask for the complete proposal

    Ask for the complete proposal

    Ask again. The AI now returns a complete preset rule. Nothing is saved until you choose to save it.

  9. Read the restatement of the rule

    Read the restatement of the rule

    Read the restatement. It says in plain words when the rule applies: the despatch category is blinds and packing has been confirmed, followed by the action it saves.

  10. Inspect the proposed condition

    Inspect the proposed condition

    Inspect the condition in the same controls ParcelOffice uses: the product family of the despatch is blinds, and packing has been confirmed at the bench.

  11. Check what will be saved

    Check what will be saved

    Read what the rule will save, field by field. Every value has its name, and the approved preset is shown by name.

  12. Check the rule title and ID

    Check the rule title and ID

    Check the rule is called Blinds in long boxes, with rule ID blinds-long-boxes.

  13. Check the selected preset

    Check the selected preset

    Check the action: select the approved 2 x Long box preset.

  14. Confirm you checked the whole proposal

    Confirm you checked the whole proposal

    Confirm that you checked the condition and every value. ParcelOffice still validates the whole Assisted draft when it saves.

  15. Save the proposal as a draft

    Save the proposal as a draft

    Save the proposal as a draft. Saving does not approve, release or run the rule: expected results, proof and an independent review come next.

Watch or practise this chapter

Only a draft was saved. Expected results, the native proof and an independent review come next.

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