UPS Complete View User Manual

Customer Solutions

UPS Complete View® Trailer

User Guide

User GuideUser Guide

September 16

2014

Version 1.0

CONFIDENTIAL, UNPUBLISHED PROPERTY OF CUSTOMER SOLUTIONS. USE AND DISTRIBUTION LIMITED SOLELY TO AUTHORIZED PERSONNEL.

The use, disclosure, reproduction, modification, transfer, or transmittal of this work for any purpose in any form or by any means without the written permission of Customer Solutions is strictly prohibited.

Version 1.0

Q4 (09/15/2014)

UPS Complete View® Trailer September 16, 2014 User Guide Version 1.0

Document History

Version Date Modifications Modified By

1.0 09/16/2014 Creation of original draft.

D. Hofmann

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UPS Complete View® Trailer September 16, 2014 User Guide Version 1.0

Contents

DOCUMENT HISTORY ................................................................................................................................ 2

INTRODUCTION TO UPS COMPLETE VIEW® TRAILER .............................................................. 4

WORKING WITH THE UPS COMPLETE VIEW® TRAILER DASHBOARD .................................. 4

2.1 DASHBOARD ROW HEADINGS ............................................................................................. 6

2.2 DASHBOARD SORTING ......................................................................................................... 7

2.3 DASHBOARD TRAILER LEGEND .......................................................................................... 8

2.4 DASHBOARD ICONS .............................................................................................................. 9

ADDING A LOAD ............................................................................................................................ 11

EDITING A LOAD ........................................................................................................................... 13

UPLOADING/IMPORTING TRACKING NUMBERS INTO A LOAD .............................................. 14

CONNECTING TRACKING NUMBERS ......................................................................................... 18

WORKING WITH LOAD DETAILS ................................................................................................. 20

7.1 ACCESSING LOAD DETAILS ............................................................................................... 21

7.2 DEPARTING A LOAD ............................................................................................................ 22

7.3 REMOVING ALL TRACKING NUMBERS FROM A LOAD ................................................... 23

7.4 DELETING A LOAD ............................................................................................................... 24

7.5 EXPORTING TRACKING NUMBERS ................................................................................... 25

7.6 SEARCHING A LOAD'S SYSTEM LOG ................................................................................ 26

7.7 SORTING A LOAD'S SYSTEM LOG ..................................................................................... 26

WORKING WITH SYSTEM LOGS .................................................................................................. 27

8.1 ACCESSING SYSTEM LOGS ............................................................................................... 27

8.2 WORKING WITH SYSTEM LOGS' ROW HEADINGS .......................................................... 27

8.3 SORTING SYSTEM LOGS' ITEMS ....................................................................................... 29

INDEX .............................................................................................................................................. 30

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UPS Complete View® Trailer September 16, 2014 User Guide Version 1.0

Introduction to UPS Complete View® Trailer

UPS Complete View® Trailer has a Dashboard that provides you with a high-level view of trailer destinations and numbers, their sort dates, when they were created, what their sort keys are and what their statuses are. You can also sort this information using a simple drop-down interface. You can perform various tasks using Dashboard tools, such as add a load, edit a load, add tracking numbers, and manage load details.

Connect in UPS Complete View® Trailer allows you to easily assign shipments from ConnectShip via Sort Keys by specifying the Destination Trailer and clicking Upload Shipments.

Load Manager allows you to upload / import new tracking numbers from a .CSV (comma-separated values) file by simply clicking on the menu or by clicking on an icon, selecting the file, and clicking Import.

Once you upload the new tracking numbers, you can review the system logs for that load. From the Load Details screen, you can depart a load, remove all tracking numbers from a load, delete a load, export tracking numbers, search a load's system log, and sort a load's system log.

You can also review System Logs for ALL loads in the system, which provides you with the Load ID, ULD Number (Trailer Number), Log Level, Action Performed, Log Message, and Timestamp. The System Logs screen also allows you to sort the logs by Days Ago, Level, Load Id, and Results.

Working with the UPS Complete View® Trailer

Dashboard

UPS Complete View® Trailer's Dashboard offers you a simple interface that allows you to review several types of loads and sort them so that you can easily find the load for which you are looking.

The Dashboard is composed of:

• Destination, ULD Number, Sort Date, Created, Sort Key, and Status rows

• Drop-down list sorting

• A Trailer Legend: Load is aged and not Ready; Load is aged and not Departed

• Edit, Add Tracking Numbers, Connect Tracking Numbers, and Manage icons

• An Add Load button so that you can manually add a new load

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Note: To return to the Dashboard at any time, click on the Dashboard menu item at the top of the screen or click on the Back to List link.

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2.1 Dashboard Row Headings

UPS Complete View® Trailer’s Dashboard row headings appear in the following area on the screen and their descriptions follow in the table below:

Row Headings Descriptions

Destination The Destination value lists the friendly name for the load's destination. An

example of a friendly name is Chicago as opposed to a destination code, which

is alphanumeric. ULD Number The ULD Number value is the trailer number. Sort Date The Sort Date value is the date in which the trailer contents were sorted. Created The Created value lists the date and time the trailer was closed.

Sort Key The Sort Key value lists the sort key's addition to each transaction.

Status The Status value lists one of the following trailer statuses:

• Departed: When the trailer departed the hub

• Empty: The trailer has not departed

• Ready: The trailer is almost ready to depart the hub

• Error: There is an error with the trailer

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UPS Complete View® Trailer September 16, 2014 User Guide Version 1.0

2.2 Dashboard Sorting

UPS Complete View® Trailer’s Dashboard drop-down sorting values appear in the following area on the screen and their descriptions follow in the table below:

Drop-Down List Value

Days Ago The Days Ago drop-down list allows you to sort the trailers by the amount of

days in which the trailer was closed. Status The Status drop-down list allows you to sort by one of the following trailer

statuses:

• Departed: When the trailer has departed

• Empty: When trailer has not departed

• Ready: When trailer is almost ready to depart

• Error: When there is an error with the trailer

Results The Results drop-down list allows you to sort by a certain number of trailers, with

the most recent appearing first. You can sort by 10, 15, 20, 25 and so on up to

1000. You can also sort by All results.

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UPS Complete View® Trailer September 16, 2014 User Guide Version 1.0

2.3 Dashboard Trailer Legend

To access the Trailer Legend, click on the information icon: UPS Complete View® Trailer displays the following Legend:

Load is aged and

not Ready =

Pink

•

Load is aged and

•

not Departed =

•

Lavender

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2.4 Dashboard Icons

UPS Complete View® Trailer's Dashboard Edit, Add Tracking Number, Connect Tracking Numbers and Manage icons appear in the following area on the screen and their descriptions follow in the table below:

Icons Description

Edit

The Edit icon takes you to the Add / Edit Load screen that allows you to add or

edit load information, such as Destination ULD (trailer) #, and SortDate.

Add Tracking Numbers

The Add Tracking Numbers icon takes you to the Upload screen that allows

you to upload / import a tracking number or list of tracking numbers to a

destination trailer from a .CSV (comma-separated values) file.

Connect Tracking Numbers

The Connect Tracking Numbers icon takes you to the ConnectShip Upload

screen that allows you to easily assign shipments from ConnectShip via Sort

Keys and the Destination Trailer.

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Icons Description

Manage

The Manage icon takes you to the Load Details screen and allows you to:

• depart a load

• remove all tracking numbers from a load

• delete a load

• export tracking numbers

• perform a search on load details

• navigate the system log

• display 10-100 records per page

• sort load details by Level, Action, Message, or Timestamp

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+ 21 hidden pages

UPS Complete View User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual