Rules Upload User Guide. 6 October 2016

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2 2 Table of Contents 1. Getting Started Introduction Log in to FareManager How to monitor your Rules Upload Transmission Quick Reference Guide... 12

3 3 Getting Started Introduction The purpose of this user guide is to provide a high-level overview of the steps required for you to monitor and distribute rules upload transmissions. ATPCO provides a separate document with guidelines for carriers and systems who want to know the technical requirements for uploading data to ATPCO. Log in to FareManager Step 1. Step 2. Step 3. Connect to the Internet using your selected Internet provider. Go to the ATPCO Web site at Click Customer Center Log in. Figure 1 ATPCO home page

4 4 Step 4. Sign in using your user ID and password Figure 2 ATPCO Authentication dialog Step 5. On the Customer Center Home Page, place your cursor over the FareManager menu and choose FareManager (non SSL) or FareManager (SSL) link. Figure 3 Logging on to FareManager

5 5 Step 6. Log on to ATPCO applications. When FareManager is selected, the FareManager Login screen will appear, as shown in Figure 4. Figure 4 FareManager Log In Step 7. Sign in with your user ID and password and click.

6 6 How to monitor your Rules Upload Transmission To monitor your transmission, follow this four-step process: Step 1. Step 2. Step 3. Step 4. Log into ATPCO s Rules system. Click the Rules link. From the Job Status screen, select the option for a Carrier/Tariff/Rule display to view errors. Otherwise, select the option for a Batch display to get the batches created. From the Batch display screen, identify the batches created. This process is explained in more detail in the following pages.

7 7 Monitoring your Rules Upload transmission Step 1. To access Rules Upload, click. Figure 5 FareManager Home page The next screen that appears is the Rules Home page. Step 2. On the right side of the Rules Home Page, click Rules Upload. Figure 6 Access Rules Upload Monitoring & Analysis screen

8 8 The Rules Upload Transmission Job Status Display screen is shown. Figure 7 Transmission Job Status Display This screen shows every applicable upload (for the user, according to the sign-on) that has been sent to ATPCO. From here, you can get the batches that were created, identify any errors in the upload job, and view upload statistics. The following information is provided: Action. A drop-down menu that contains the following four options: 1. Batch Display: Navigates to the Transmission Job Batch Display screen. Here, you will see the batch information for the work unit you ll release on the Distribution tab. See Step 4 for more details on the Batch Display screen. 2. CTR Display: Navigates to the Rules Upload Carrier/Tariff/Rule Display screen. Here, you can check any errors that may have occurred in the upload Note: Two asterisks (**) in the Job Status display indicated that errors exist in the upload. The Carrier/Tariff/Rule display screen also has an Action drop-down menu that provides the following options:

9 9 Data Display: Shows the Transmission Data Display screen, which provides a view of the data uploaded to ATPCO. Job Error Display: Shows the line number and the error message that occurred on the line. These are all Record/Sequence level errors. Note: When an error occurs that cannot be manually corrected, you may need to contact the system uploading the data to ATPCO advise them of the error. Transaction Display: Shows the Rules Upload Transaction Display, which shows information such as the Record Type uploaded (1, 2, or 8), the Action performed (add, update, cancel), Carrier, Tariff, Rule, Fare Class/Category, Record Number, Sequence Number, Effective and Discontinue Dates, Data, and Line Number. The Transaction Display also provides a Data link to directly access the Transmission Data Display screen, which shows the subscription layout information. Resubmit: If you have a file that didn t complete, click Resubmit to process the upload again. One reason the file would not complete is if the upload file contains a Fare Class (Record 1) that has a status of Incomplete. To fix the problem, you can either remove it from the upload or file it manually and then resubmit the upload. 3. Detail Display: Shows the Transmission Job Detail Display screen, which gives statistics about how many records and what types of records were received in the transmission. 4. Work Unit: Shows the Work Unit Display screen which identifies the Work Unit ID, Work Unit Creation Date, and Work Unit Number. Additionally, any associated Batch ID, Batch number, Type, Tariff, and Carrier for the work unit will be displayed. Transaction Date: The date the file was processed. This field uses DDMMMYY format. Transaction Time: The time the file was processed. This field uses a 24-hour clock format. Carrier: This field will be pre-filled and protected. Work Unit: Assigned by the system providing the upload service, it allows you to associate the unit of work created and uploaded with the batch process within ATPCO. This information and any relevant details can be obtained from the system provider. Please note that the Number displayed in this column is not the Work Unit Number created for Distribution. Rather, this number is assigned during the upload process by the organization submitting the upload. RUN: The number of times the file was processed. Records Received: The number of records received in the transmission. Job Status: COMPLETE or INCOMPLETE. If a status has two asterisks (**) next to it, the transmission contains errors.

10 10 Step 3. Locate the desired job and click the Action drop-down menu. Click Batch Display to see the batches associated with the job. Figure 8 Getting your batches

11 11 Step 4. The Transmission Job Batch Display screen appears. This is where a list of the batch or batches containing all the records is displayed. Here, you will see the batch information for the work unit you ll release on the Distribution tab. Figure 9 List of batches created by the upload

12 12 Quick Reference Guide Access FareManager Steps Step 1. Step 2. Step 3. Connect to the Internet using your selected Internet provider. Go to the ATPCO Web site at and sign into the Customer Center. On the Customer Center Home Page, access FareManager and log in to ATPCO applications. Rules Upload Steps Step 1. Step 2. Step 3. Step 4. On the FareManager Home page, click Rules. On the right side of the Rules Home page, click Rules Upload On the Rules Upload Transmission Job Status Display, locate the desired job and click the Action drop-down menu. Click Batch Display to see the batches associated with the job. The Transmission Job Batch Display screen appears. This is where a list of the batch or batches containing all the records is displayed. These batches are in the work units you ll release on the Distribution tab. Distribution Steps Step 1. Step 2. Step 3. Step 4. On the FareManager Home page, click Distribution. If you wish to add Justification, Comments, Notes, or an address, select and right-click the row of the applicable work unit. From the right-click menu, select View Details. a. Update the work unit as applicable then click Save. b. Click Release. c. Click Work Unit List. Go to Step 4. If you wish to release the work unit but do not need to update its details, select the row of the work unit you wish to release and then click Release. Click the Refresh button. a. If the release completes with errors, the work unit status will read Incomplete with Errors. Any errors with the Release action will be listed in the Messages box. To see the full list of errors, select View Details and select the Errors tab. b. If there are no error messages, the work unit stats will be Awaiting Distribution until the next applicable subscription processing. The status will change to Distributed once the work unit is distributed to at least one subscriber.