The Guided report helps Authors and Reviewers inspect how operators used an offer. The preset sheet is a separate station aid available to the roles permitted to work with presets. Neither changes a release or grants authority to book an otherwise ineligible shipment.
Read a defined report period
Open Guided report through the Guided workspace. Select one of the offered periods and retain that period with any figures you discuss. If there are no selections, the page says so rather than providing evidence of successful decisions.
The report covers preset selections that started a booking under Guided. Read Selections by release, separating choices within the offer, outside it and with no offer shown. Different percentages can have different denominators: the per-release outside-offer share uses offers actually shown, while the overall counts also include no-offer selections.
Inspect Leaving the offer, presets chosen outside it, In operators' words, No offer shown, Offer size and Rules. These can reveal missing information, an incompatible release or an unsuitable offer. Preserve the exact release/rule and reason instead of treating every outside choice as an operator error.
Operators already saw the Guided offer. Their influenced selections are not independent evidence for Assisted or Automatic qualification. The report does not retrain or alter a rule. Take a requirement change through the controlled rule review with independent expected examples.
Prepare the station's current sheet
Open Preset sheet for the intended site and active release. If the page says no release is active, arrange the required Author/Reviewer work first. A printed sheet cannot activate a draft.
Inspect each tile's caption, parcel count, exact code and offered Code 128/QR representation. Use Print for this station aid and check the resulting sheet's readability through the site's equipment process. It is not a carrier shipment label or proof that a booking occurred.
When a new release is activated, codes for changed or removed presets stop working. Print a current sheet and remove obsolete station instructions from ordinary use through the team's document process. Do not relabel a stale barcode or assume it has acquired the new preset's meaning.
At the station, load and check the work order before choosing the current preset under the actual mode. A card/scan can authorise a booking in Manual or Guided; it is not always a harmless preview. Follow decision modes, and preserve a refused code's exact identity and current message for review.