UPS Complete View User Manual

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UPS Complete View® Trailer

User Guide

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September 16

2014

Version 1.0

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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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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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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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Adding a Load

To add a load from the Dashboard, use the following steps:

1. Click on the Add Load button on the Dashboard:

When you click on the Add Load button, the Add / Edit Load screen is displayed:

2. Click on the Destination drop-down box and select a friendly name for the load's destination.

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3. Type the trailer number in the ULD (trailer) # field.

4. Click on the SortDate field to open up the SortDate calendar.

5. Select the sort date in the calendar.

6. Click Save to save the load.

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Editing a Load

To edit a load from the Dashboard, use the following steps:

1. Find the load you want to edit on the Dashboard.

2. Click on that load's Edit icon:

The Add / Edit Load screen is displayed with already existing load data:

3. Click on the field that you want to modify.

4. Modify the destination, trailer number, or sort date.

5. Click Save to load modifications.

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Uploading/Importing Tracking Numbers into a

Load

To upload/import a list of tracking numbers from a .CSV file from the Dashboard, use the following steps:

1. Do one of the following:

• Click on the Add Tracking Numbers icon on the Dashboard:

• Click on the Upload item on the main menu.

The Upload screen appears:

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2. Select the target trailer / destination from the Destination Trailer drop-down list.

3. Click the Choose File button to navigate to the .CSV file of tracking numbers you want to upload / import.

4. Select the .CSV file and click the Open button.

5. The file is selected and appears next to the Choose File button:

6. Click on the Import button to import the list of tracking numbers.

Note: This may take several minutes to complete. When the upload/import is completed, an Upload Summary screen appears:

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7. Click on the Load Details button for more details.

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The Load Details screen is displayed, including the Status Details, Destination, Sort Date, ULD (Trailer) #, and Volume:

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Connecting Tracking Numbers

To automatically connect tracking numbers from pre-populated Sort Keys and a selected Destination Trailer, use the following steps:

1. Do one of the following:

• Click on the Connect Tracking Numbers icon on the Dashboard:

• Click on the Connect item on the main menu.

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The ConnectShip Upload screen appears and the Sort Key box is populated with the appropriate Sort Keys:

2. Select the target trailer / destination from the Destination Trailer drop-down list.

3. Click the Upload Shipments button to complete this upload task.

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Working with Load Details

The Load Details screen allows you to perform various tasks, including:

• Depart a load

• Remove all tracking numbers from a load

• Delete a load

• Export tracking numbers

• Sort the load's system log

• Perform a search for a specific word

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7.1 Accessing Load Details

To access the Load Details screen, do one of the following:

• Click on the Dashboard item from the main menu if it is not already selected and click on the Manage icon for the load you want to review:

• Click the Load Details button on the Upload Summary screen once you have successfully uploaded / imported a .CSV tracking number list:

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7.2 Departing a Load

To depart a specific load, use the following steps:

1. Do one of the following:

• Click on the Manage icon for the load you want to depart from the Dashboard:

• Click on the Load Details button from the Load Summary page.

2. Click the Depart button on the Load Details page.

The Confirmation dialog box is displayed:

3. Keep the Trailer % value 100. Do not modify the Trailer % field.

4. Click on Yes to depart the load.

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7.3 Removing All Tracking Numbers from a Load

To remove all tracking numbers from a load, use the following steps:

1. Do one of the following:

• Click on the Manage icon for the load you want to depart from the Dashboard:

• Click on the Load Details button from the Load Summary page.

2. Click the Remove button on the Load Details page.

The Confirmation dialog box is displayed:

3. Click on Yes to remove all tracking numbers from this load.

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7.4 Deleting a Load

To delete a load, use the following steps:

1. Do one of the following:

• Click on the Manage icon for the load you want to depart from the Dashboard:

• Click on the Load Details button from the Load Summary page.

2. Click the Delete button on the Load Details page.

The Confirmation dialog box is displayed:

3. Click on Yes to delete this load.

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7.5 Exporting Tracking Numbers

To export tracking numbers, use the following steps:

1. Do one of the following:

• Click on the Manage icon for the load you want to depart from the Dashboard:

• Click on the Load Details button from the Load Summary page.

2. Click the Export Tracking Numbers button on the Load Details page.

UPS Complete View® Trailer exports the tracking numbers to a .CSV file.

3. Save the file.

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7.6 Searching a Load's System Log

To search a load's System Log, type the word for which you are looking in the Search field:

The records sort to match your keyword and provide you with the information for which you were looking.

7.7 Sorting a Load's System Log

You can sort by number of records. You can also sort Level, Action, Message, and Timestamp headings in Ascending or Descending order.

• To sort by a certain number of records, click the records per page drop-down list and select 10, 25, 50, or 100 records.

• To sort the logs by Level, Action, Message or Timestamp, click on the header arrows, which sort the rows in Ascending or Descending order.

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Working with System Logs

System Logs allows you to review all of the Actions associated with a specific trailer and destination.

8.1 Accessing System Logs

To access the System Logs screen, click on the Logs item from the main menu:

8.2 Working with System Logs' Row Headings

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

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Fields Descriptions

Level The Level values can be either Info, Warning, or Error, depending on what

Action occurred with the Load ID and ULD Number. (See descriptions of Action, Load ID, and ULD Number below.)

Load ID The Load ID value lists the friendly name for the load's destination. An example

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

alphanumeric. ULD Number The ULD Number value is the trailer number. Action The Action value can be used to indicate:

• Remove - Tracking numbers were removed from a load.

• Delete Load - Assigned tracking numbers were removed and the

load was not empty.

• AddRemoveUlo - A trailer visibility transaction was being sent or a trailer visibility transaction successfully finished.

• File Received - A .CSV file was uploaded / imported successfully into the system.

• Update Load - A Destination load is created, listing the Trailer ULD Number and SortDate as well.

Message The Message value provides a description of the Action value. For example, an

Update Load Action value lists when the Destination load is created, listing the Trailer ULD Number and SortDate as well.

Timestamp

The Timestamp is the date and time the system log item was created.

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8.3 Sorting System Logs' Items

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

Drop-Down List

Value

or Field

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.

Level

The Level list allows you to sort by All Levels, Info, Warning, or Error depending on what Action occurred and how you want to limit your search.

Load Id The Load Id field allows you to type 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.

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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Index

Action, 25, 27 Add, 14 Add / Edit Load, 11, 13 Add Load, 4, 11 Add Tracking Numbers, 9, 14, 17 Add Tracking Numbers Icon, 4, 9 Add/Edit Load, 9 AddRemoveUlo, 27 Ascending Order, 25

Choose File, 15 Connect Tracking Numbers Icon, 4 Created, 6 CSV, 9, 14, 15

Dashboard, 4

Add Load, 11 Add Tracking Number Icon, 9 Add Tracking Numbers, 14, 17 Created, 6 Days Ago, 7 Destination, 6 Edit Icon, 9, 13 Legend, 8 Manage Icon, 9 Results, 7 Sort Date, 6 Sort Key, 6 Sorting, 7 Status, 6, 7 ULD Number, 6

Upload Menu Item, 14, 17 Days Ago, 7, 28 Delete Load, 27 Departed, 4, 6, 7 Descending Order, 25

Destination, 6, 11 Destination Trailer, 15, 18

Edit Icon, 4, 9, 13 Edit Load, 13 Empty, 6, 7 Error, 6, 7

File Received, 27

Import, 15 Import Tracking Numbers, 14

Legend, 8 Level, 25, 27, 28 Load Details, 10, 15, 16

Delete, 23 Depart, 21 Export Tracking Numbers, 24 Remove, 22 Search, 25

Sorting, 25 Load Id, 28 Load ID, 27 UPS Complete View® Trailer , 4, 9 UPS Complete View® Trailer’s Dashboard, 4

Manage, 10 Manage Icon, 4, 9 Message, 25, 27

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Ready, 4, 6, 7 Records Per Page, 25 Remove, 27 Results, 7, 28

Save, 12, 13 Sort Date, 6 Sort Key, 6 SortDate, 9, 12 Status, 4, 6, 7

Departed, 7 Empty, 7 Error, 7 Ready, 7

System Logs, 26

Action, 27 Days Ago, 28 Level, 27, 28

Load Id, 28

Load ID, 27

Logs Menu Item, 26

Message, 27

Results, 28

Row Headings, 26

Sorting, 28

Timestamp, 27

ULD Number, 27

Timestamp, 25, 27 Trailer Legend, 4, 8

ULD (trailer) Number, 6 ULD Number, 27 Update Load, 27 Upload Menu Item, 14 Upload Tracking Numbers, 14

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UPS Complete View User Manual

Specifications and Main Features

Frequently Asked Questions

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