background image

 

Version 1.0 

Q4 (09/15/2014) 

 

 

Customer Solutions 

UPS Complete View® Trailer  

User Guide

User Guide

User Guide

User 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CONFIDENTIAL, UNPUBLISHED PROPERTY OF CUSTOMER SOLUTIONS.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.

Summary of Contents for Complete View

Page 1: ...14 Version 1 0 CONFIDENTIAL UNPUBLISHED PROPERTY OF CUSTOMER SOLUTIONS USE AND DISTRIBUTION LIMITED SOLELY TO AUTHORIZED PERSONNEL The use disclosure reproduction modification transfer or transmittal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 ...

Page 2: ... of 31 2014 United Parcel Service of America Inc UPS the UPS brand mark and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved Document History Version Date Modifications Modified By 1 0 09 16 2014 Creation of original draft D Hofmann ...

Page 3: ... 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 L...

Page 4: ...ng 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 ...

Page 5: ...ited Parcel Service of America Inc UPS the UPS brand mark and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 6: ...ists 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 ...

Page 7: ...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...

Page 8: ...the UPS brand mark and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved 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 Departed Lavender Load is aged and not Ready Pink ...

Page 9: ...ions 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 comm...

Page 10: ...emarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 11: ...n are registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 12: ...America Inc UPS the UPS brand mark and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 13: ...ed Parcel Service Inc All Rights Reserved 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...

Page 14: ...registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 15: ...ailer 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...

Page 16: ...ser Guide Version 1 0 Page 16 of 31 2014 United Parcel Service of America Inc UPS the UPS brand mark and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved 7 Click on the Load Details button for more details ...

Page 17: ...of 31 2014 United Parcel Service of America Inc UPS the UPS brand mark and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved The Load Details screen is displayed including the Status Details Destination Sort Date ULD Trailer and Volume ...

Page 18: ...wn are registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 19: ... and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 20: ... and the color Brown are registered trademarks of United Parcel Service Inc All Rights Reserved 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 ...

Page 21: ...nited Parcel Service Inc All Rights Reserved 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 ...

Page 22: ...ts Reserved 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 ...

Page 23: ...eserved 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 ...

Page 24: ... United Parcel Service Inc All Rights Reserved 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 ...

Page 25: ...nc All Rights Reserved 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 f...

Page 26: ...ooking 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 r...

Page 27: ...hts Reserved 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 descript...

Page 28: ...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 i...

Page 29: ...ays 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...

Page 30: ... 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 E Edit Icon 4 9 13 Edit Load 13 Empty 6 7 Error 6 7 F File Received...

Page 31: ...y 4 6 7 Records Per Page 25 Remove 27 Results 7 28 S 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 T Timestamp 25 27 Trailer Legend 4 8 U ULD trailer Number 6 ULD Number 27 Update Load ...

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