GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0

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1 GSA QMAC TransPort Integrator Service Transportation Service Provider (TSP) TransPort Integrator User Guide Version 3.0

2 Change Log Version # Date of Change Section Description of Change Changed By 1.0 5/21/2012 All Initial draft Crystal Kent 2.0 9/4/2012 All Updated Crystal Kent/ Meagan Luby /18/12 1,2,5,6 Updated log on screenshots, added validate charges and PRO Number sections, expanded searching section Crystal Kent Page 2 of 41

3 Table of Contents INTRODUCTION Logging In to TransPort Integrator Reset Password New User Registration Navigating TransPort Integrator Navigation Panel List Screens Page Explanation System Default Customizing List Screens Paging Row Selection Scrolling Selecting Related Screens Status Messages Export to Excel Searching Search Page Search Tools Overrides in Effect Saving Searches Manage Searches Load Response Tender Requests Print Tender Tender Accept/Reject Freight Auction Base Freight Auction Review Bid Status Review Bid History Confirming Load Stops Confirm Pickup and Generate Bill of Lading Confirm Delivery Assign PRO Number Validate Charges Submit POD Appendix A Group Administrator Functions User Administration Page 3 of 41

4 1.1 Add User Edit Profile Status Receive System Notifications Delete User Page 4 of 41

5 INTRODUCTION The purpose of this guide is to provide Transportation Service Providers with the knowledge to execute loads within TransPort Integrator. It contains narrative descriptions, process flows, and step-by-step work instructions to provide a detailed knowledge of the system. 1 Logging In to TransPort Integrator Logging into TransPort Integrator will be the same process as logging into TMSS. The old link to TMSS on the MOVEIT.GSA.gov website has been replaced by a link to the TPI Portal. The Portal is the sign on page to TransPort Integrator as well as the location to access help documents, reports, user profile, and community messages. NOTE: For security purposes, the portal will time out after 15 minutes of inactivity. When a user is idle in the portal for 15 minutes, a pop up message will appear requesting a decision to stay connected or log out. TransPort Integrator has a separate time out, therefore a user will still be able to work in TPI even if the portal does time out in the background. New users (meaning those who have no access to TPI) will need to register as new users in order to receive accessibility options. Please see new user registration instructions. Figure 1-1 TransPort Integrator Login Process Flow 1. Moveit.gsa.gov 2. Moveit.gsa.gov 3. TPI Portal - Login 4. TPI Portal - Login Go to moveit.gsa.gov Click the TransPort Integrator logo Enter user name and password > Click Login Click Transportation Manager Link Table 1-1 Transport Integrator Login Step by Step Instructions Step Screen Procedure 1 Go to MOVEIT.GSA.gov 2 MOVEIT. GSA.gov Click the TransPort Integrator logo Page 5 of 41

6 3 TPI Portal - Login Enter username and password. Click 4 TPI Portal - Welcome Note: For new users who still need to register for a username, please see new user registration instructions The TPI Portal Welcome Page is displayed. Click the Transportation Manager hyperlink to access the system. TransPort Integrator opens in a new window. The portal remains open in a window in the background for access to help documents, reports, user profile, and community messages. Page 6 of 41

7 1.1 Reset Password For security purposes, user accounts will lock after three unsuccessful log in attempts. Users can unlock their account and reset their password by validating the answers to the security questions associated with their profile. Passwords can also be reset at any time if a user has forgotten what their password was. Figure 1-2 Password Reset Process Flow 1. TPI Portal 2. TPI Portal Reset Password 3. TPI Portal Reset Password Click Reset Password Enter user name > Click Ok Enter security questions > Click Reset Password Table 1-2 Password Reset Step by Step Instructions Step Screen Procedure 1 TPI Portal - Login Click Reset Password Page 7 of 41

8 2 Reset Password Enter Username and click 3 Reset Password User will be prompted to answer the challenge questions provided during registration. When finished, click. An is sent to the address on file containing a temporary password. Once the user is logged back into the system with the temporary password they will be prompted to change their password. 1.2 New User Registration New users can follow the process below to register themselves for a TPI Username or a Group Administrator also has the capability to create new users for their organization. Instructions for Group Administrators to add new users are located in Appendix A- Group Admin Functions. If a new user registers, an notification will be sent to the user acknowledging the request and will contain their username. Either GSA or the TSPs group administrator can Page 8 of 41

9 approve the registration request. Once the group admin approves the new user, the user will receive an with containing their system generated temporary password. Upon first log in the user must change password. If the new user is created by the group admin, they do not need to go through a separate approval process, the containing their system generated temporary password will be sent upon user creation. Figure 1-3 New User Registration Process Flow 1. TPI Portal 2. TPI Portal User Registration Click Register Complete Required Information > Click Register Table 1-3 New User Registration Step by Step Instructions Step Screen Procedure 1 TPI Portal Login Click Register link in the bottom left corner of the screen 2 User Registration Complete required information for User Registration. Page 9 of 41

10 When finished, click 2 Navigating TransPort Integrator Once a user clicks the Transportation Manager link in the portal to access TransPort Integrator, the system opens in a new window. The TransPort Integrator User Interface consists of two main sections, the Navigation Panel and the List Screens. NOTE: For security purposes, the system times out after 15 minutes of inactivity. 2.1 Navigation Panel The Navigation Panel displays on the left-hand side of the screen. It lists all of the modules available to a user. Click the plus sign (+) next to the module name to see the screen names within a module. The screen names within the module appear below the module name as hypertext links. Click any screen name to navigate to that screen. The name of the current screen that users are currently viewing is highlighted in yellow in the navigation panel, as shown below. Page 10 of 41

11 Figure 2-1 Navigation Panel Screen Shot 2.2 List Screens The selection from the Navigation Panel determines the List Screen displayed. The title at the top of each screen identifies the screen. The figure below shows when a user selects Execution > Loads from the Navigation Panel, the list that is displayed is the List of Load Stops. Figure 2-2 List of Load Stops Screen Shot Page Explanation To access the JDA Transportation Manager Web Interface User Guide to display an explanation of the current screen and the specific tasks a user can perform within that screen, click the question mark button. Page 11 of 41

12 Figure 2-3 Explanation Button Screen Shot System Default Every list screen has a System Default that is driven by a status of a load or a stop. The system default page will show all loads or stops that are in the system default status. A user will know they are on the system default page when the words System Default are displayed in the drop down field at the top of the list screen, as shown below. NOTE: The system default is defined by the system and cannot be edited. Figure 2-4 System Default Screen Shot To understand what status the System Default for a specific list screen is, make sure System Default is displayed in the drop down and click the magnifying glass icon in the top right corner of the list screen page. Figure 2-5 System Default Screen Shot The search screen associated with the list screen will open. The filters currently selected are the system default for that list screen. For example, the system default for the List of Load Stops screen is any stop in a pending status, as shown below. Page 12 of 41

13 Figure 2-6 System Default Search Page Screen Shot To verify this system default filter, if the user navigates back to the List of Load Stops page, the Stop Status Column shows only stops in a pending status. Figure 2-7 Stop Status Pending Screen Shot Customizing List Screens List screens consist of many columns of data relating to a load or a stop. Every list screen can be customized to specific user s preferences by adding/deleting/rearranging columns. This functionality is triggered by clicking the pencil icon, shown below. Figure 2-8 List Customization Button Screen Shot Page 13 of 41

14 Once the list customization screen is open, users can choose which columns appear in any list screen and arrange them in the order that they would like by using the arrow buttons. Use the left and right set of arrows to move columns from the available to the displayed lists. Use the up and down set of arrows to arrange the displayed columns in desired order. Figure 2-9 List Customization Screen Shot Use the Page Control section to customize how many items will appear in a list. A user can either choose to retrieve all results on one page by choosing select all or choose to break up results by selecting full page and selecting how many rows per page to show. Figure 2-10 Page Control Screen Shot Note: It is NOT recommended for users to Select all. Retrieving large amounts of data at once will slow down system processing time. However, if user does decide to select all, to keep the header column viewable while scrolling it is recommended to select Fixed Header. Users can also customize the way displayed columns are sorted on the page by selecting the column name and then sorting by Ascending, Descending, or Grouping. Page 14 of 41

15 Figure 2-11 Sorting Control Screen Shot The button will undo all changes made by the user before clicking submit. To return screens to the system default, click Paging A count of items (rows) displayed on the current page will always be included in the Search Results header that is presented at the top of each list. The search results header also displays the page number a user is currently on. If there is more then one page of results, initially there will be question marks as placeholders for total number of pages and total number of items, as shown below. Figure 2-12 Paging Screen Shot To view both the totals, click the stack of sheets icon with the question mark to the right of the search results. Figure 2-13 Paging Screen Shot Page 15 of 41

16 The paging controls are presented at the bottom of each list. When there are more items in a list than can be viewed on an individual page, use the next (right-pointing) and previous (left-pointing) arrows to move through the list page by page. Use the first (left-pointing with horizontal line) and last (right pointing with horizontal line) arrows to return to the first page or jump to the last page. To jump to a specific page, enter the page number in white box and click. NOTE: If there is more then one page of results, the last page arrow button will not become available until the stack of sheets icon in the List Header is pushed to display the total number of items and pages Figure 2-14 Paging Controls Screen Shot Row Selection To select a row in a list, select the check box located directly to the left of the item in the first column of the page. Figure 2-15 Select a Row Screen Shot On some lists, a user can select or deselect all items by clicking the check box in the first column on rows where headings are presented, as shown below. Page 16 of 41

17 Figure 2-16 Select All Rows Screen Shot Scrolling If there are more columns on a page than can be viewed on an individual screen, use the horizontal scroll bar to move left and right through the columns. Users can also use the blue left-pointing and right pointing buttons on either side of the scroll bar to access the column data. Figure 2-17 Scroll Bar Options Screen Shot Selecting Related Screens Users can utilize the yellow buttons at the bottom of each screen to complete actions and display related screens, as shown below. Depending on the status of the items users are working with, different buttons are available. Figure 2-18 Selecting Related Screens Screen Shot Page 17 of 41

18 2.2.8 Status Messages When an action is performed in TransPort Integrator, all system generated status messages will be displayed at the top of each screen. Figure 2-19 Status Message Screen Shot Export to Excel Users can export data to excel by pressing the export data button located on the top right corner of the list screen. Figure 2-20 Export Data to Excel Button Screen Shot The export data screen will open. If the user selects same data as current list, if there are multiple pages of data only the first page will export, to export the entire list even if on multiple pages the user will need to select All Rows. The user can also enter a specific number of rows to export if they do not need the entire page. Figure 2-21 Export Data Screen Shot NOTE: If upon clicking submit nothing happens, check the computer security settings and make sure they allow export capability. If a user s computer security settings are locked down and cannot be changed, in order to export data they will Page 18 of 41

19 need to hold down the CTRL key the ENTIRE time while pressing the Submit button until the pop up window displays The instructions to check are below: 1. Go to Internet Explorer 2. Click on Tools/Internet Options 3. Click on Security Tab 4. Click on Custom Level Icon Figure 2-22 Internet Options Screen shot 5. Scroll down to Downloads and enable all 3 options Page 19 of 41

20 Figure 2-23 Security Settings Screen Shot NOTE: If computer security settings are locked down and cannot be changed, there is another simple option. In order to export data a user can hold down the CTRL key the ENTIRE time while pressing the Submit button until the pop up window displays and remains open. 2.3 Searching The Search capability in TransPort Integrator provides extensive filter functionality that allows users to perform queries on data based on many different inputs and combinations of attributes. The search screen can be accessed by clicking the magnifying glass icon in the top right hand corner of the page Figure 2-24 Search Button Screen Shot Search Page When the magnifying glass button is clicked on the list screen, the corresponding search page opens. For example, when the magnifying glass is clicked from the List of Load Stops list screen, the corresponding search screen is Search for Load Stops. The search page contains fields based on the columns from the list screen. There are two types of Page 20 of 41

21 fields on the search screen, text boxes which allow free form text and drop down lists where one or multiple options can be selected. Figure 2-25 Search Page Screen Shot Search Tools Text Fields Wildcard ( % ) - The wildcard character can be used in most text box search fields For example: If searching for Load IDs: - %11 will return all loads ending in the characters 11. Ex: % will return all loads beginning with the numbers 11. Ex: %11% will return all loads containing the numbers 11. Ex: , , and Search Exclusion ( ^ ) indicates that the designated search filter should be interpreted as exclusion criteria. If specified, the exclusion character must be the first character in the text field. If user is supplying multiple values in a search field, the exclusion character will only need to be applied before the first search argument For Example: If searching for Load IDs: - ^ will return all Load IDs except ^ , will return all Load IDs except and Include Unassigned (! ) indicates that the search should select rows where the designated field contains null or blank. This will allow for identification of rows where a value has not been assigned for the applicable column For Example: If searching for loads with blank tracking numbers: -! will return all loads that have no Load Tracking Number assigned Page 21 of 41

22 Multiple Selection (, ) comma is the separator character when searching for multiple values. NOTE: Do not use spaces. Using spaces will result in error message Load ID must be numeric value For Example: If searching for multiple Load IDs: , will return both loads and Drop Down Fields Any field that has a grey down arrow on the right and shows Select is a drop down list that contains a list of filter options. For example, a user has three options for Stop Type: Drop, Pick, or Pick and Drop. Note: If a user leaves the drop down option at Select the search will return ALL the filter options in the search Figure 2-26 Example Search Drop Down Fields Screen Shot Multiple Selection Many drop-down lists on search screens in TransPort Integrator allow users to supply more than one value. When multiple selections are supported, the icon at the right of the selection box will appear as follows: For example: To search for loads in Tendered and Tender Accepted operational status. 1. Press the drop-down list icon. The drop-down list appears. 2. Press the Ctrl key. 3. While continuing to press the Ctrl key, click on all rows that should be used for filtering. Click again to unselect Page 22 of 41

23 Figure 2-27 Multiple Selection Screen Shot Overrides in Effect When a search is performed, the user clicks submit and is retuned back the list screen with the results. The drop down menu in the list header will now display Overrides in Effect instead of System Default. This means you are currently overriding the system default by displaying your specific search parameters. NOTE: Overrides in Effect stay in place even if a user clicks to a different screen until either the user click back to the search screen and the search parameters are cleared or the user returns the screen back to the system default. To quickly return the screen back to the system default, select System Default from the drop down menu and click the refresh icon. Figure 2-28 Overrides in Effect Screen Shot Saving Searches When a search is performed, as soon as the list screen is returned to default or the filters are cleared from the search page that specific search is lost. Searches that are performed frequently can be saved and accessed quickly from the list screen page using the drop down in the list header. The top section of the Search screen is called Saved Searches. To save a search, once the filters are set on the search screen, create a name for the search by completing the Save this Search As Page 23 of 41

24 field and click Save. A status message will display. Once the status message is displayed confirming search was saved, click Submit to perform the search. The example provided below shows how to create and save a search for all pickup stops that are available to confirm pickup. The parameters are Stop Type: Pick and Load Operational Status: Tender Accepted. Figure 2-29 Saving Searches Screen Shot Since the search was saved, it can now be selected directly from the list screen page by changing the view off system default and clicking the refresh icon. To change the search back to system default, a user can once again select system default and click the refresh icon. Figure 2-30 Change System Default Screen Shot Manage Searches To manage previously saved searches, a user can click the Manage Searches button available from the search screen. Page 24 of 41

25 Figure 2-31 Manage Searches Button Screen Shot Saved Searches can be renamed or deleted, but cannot be edited in regards to filter criteria. If a search needs to have filters edited, a new search must be saved. Figure 2-32 Manage Searches Screen Shot 3 Load Response There are two main methods to respond to available loads in TransPort Integrator: Tender Requests or Freight Auction. When a load is available in Tender Requests, the load has been tendered only to a specific TSP and it can either be accepted or rejected. In Freight Auction, TSPs can either place or decline bids. For Base bid types, the TSP will be participating with GSA negotiated rates. 3.1 Tender Requests When a load is tendered to a TSP, an notification will be sent to the tender contact for the carrier. The will contain basic information about the Load and also contain a PDF of the complete Tender. To validate your company s tender contact, please contact GSA or the TPI helpdesk Print Tender The tender can also be reviewed from within TransPort Integrator to see details and help aid the decision to accept or reject the tender. NOTE: The BOL cannot be printed from the List of Tender Requests page. The first time the BOL is available to a TSP is upon confirm pickup. Page 25 of 41

26 Figure 3-1 Print Tender Process Flow 1. Navigation Panel 2. List of Tender Requests Go to Tender Response > Tender Requests Select Load > Click Print Tender Table 3-1 Print Tender Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 List of Tender Requests Go to Tender Response > Tender Requests Select Load ID, click Review Tender. Tender will pop up in a PDF Tender Accept/Reject Once the tender is reviewed, the TSP can decide to either accept or reject the tender. The TSP has two hours to respond. After two hours, the tender expires and the load goes back to the Transportation Officer for next actions. Page 26 of 41

27 Figure 3-2 Tender Accept/Reject Process Flow 1. Navigation Panel Do you want to accept the tender? YES 2. Load Tender List 3. Load Tender Accept Go to Tender Response > Tender Requests Select load > Click Accept Enter Tender Accept information> Click Accept NO 2. Load Tender Reject 3. Tender Reject Select load > Click Reject Select Reject Reason > Click Reject Table 3-2 Tender Accept/Reject Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 Load Tender List Go to Tender Response > Tender Requests Select Load and review tender request. To accept the tender: click and go to step 3a 3a Load Tender Accept To reject the tender: select load and click and go to step 3b Complete the required fields in the Load Tender Accept page: Tender Accepted By: Enter name of person accepting tender Estimated Date/Time of First Stop: Defaults to the beginning of the pickup window provided by the Transportation Officer. NOTE: if you make changes to the system generated ETA, please notify the TO as the load may have been suspended and/or the load may need to be Page 27 of 41

28 rated again. Click The Tender is Accepted, and a status message 3b Tender Reject is generated and displayed in the top left corner Complete the required fields in the Tender Reject page: Reject Reason: Select a reject reason from the drop down Click The Tender is Rejected, and a status message left corner is generated and displayed in the top 3.2 Freight Auction When a load is sent to freight auction, the Transportation Officer will send an to notify all TSPs there is a load available in the auction. The load information can be reviewed, and a bid can be placed or can be declined. An auction round is 60 minutes long, however if no bid is placed on the load within that 60 minutes, the round will start over and continue to cycle through rounds until a bid is placed Base Freight Auction Table 3-3 Base Freight Auction Process Flow Step Screen Procedure Page 28 of 41

29 1 Navigation Panel 2 Freight Auction Go to Freight Auction > Carrier View View loads up for auction. Select Load ID and complete required information: To Place Bid: Click To Decline Bid: Click to decline the load Review Bid Status Once a bid has been placed or declined on a load, the load will transfer from the Freight Auction tab to the Bid Status tab. This is where all loads (whether or not they have bids pending) that have been awarded or rejected will appear. NOTE: If a bid is awarded, the tender accept/reject step will be complete because the load will be considered accepted and the loads operational status will be tender accepted. Page 29 of 41

30 Figure 3-3 Review Bid Status Process Flow 1. Navigation Panel 2. Freight Auction Go to Freight Auction Click the Bid Status Tab Table 3-4 Review Bid Status Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 Freight Auction Go to Freight Auction > Freight Auction Click Bid Status tab NOTE: To remove loads from the Review tab and move them to the history tab, select Load ID and click Review Bid History The Bid History tab is a collection of all loads that have ever been sent to a user through Freight Auction. Page 30 of 41

31 Figure 3-4 Review Bid History Process Flow 1. Navigation Panel 2. Freight Auction Go to Freight Auction Click the Bid History Tab Table 3-5 Review Bid History Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 Freight Auction Go to Freight Auction > Freight Auction Click Bid History Tab 4 Confirming Load Stops TSPs must confirm both stops of a load: the pickup and the delivery. Stops must be confirmed in the order in which they occur. In other words, users can only confirm the delivery stop if the pickup stop has been confirmed. Note: If there are any memos from the Transportation Official regarding the load, they can be found by selecting the stop and clicking the memo button. It is recommended to check the memos before confirming the load stop. 4.1 Confirm Pickup and Generate Bill of Lading When a load is picked up from the origin, the pickup stop must be confirmed. The bill of lading becomes an official document upon tender accept and therefore is first accessible from the confirm pickup page. Page 31 of 41

32 Figure 4-1 Confirm Pick Up and Generate Bill of Lading (BOL) Process Flow 1. Navigation Panel 2. List of Loads 3. Load Confirmation Go to Execution > Stops Select Load ID > Click Confirm PickUp Check the Generate Master BOL box > Select Preview from the Print Master BOL drop-down > Click Confirm Table 4-1 Confirm Pick Up and Generate BOL Step by Step Instructions Step Screen Procedure 1 Navigation Go to Execution > Stops Panel 2 List of Loads Select Load ID. Confirm operational status is Tender Accepted, stop number is 1 and Stop Type is Pick. 3 Load Confirmation Click. Complete the following required fields: Generate Master BOL box: Leave checked and the system will generate and display the BOL when the confirm button is pushed Print Master BOL: Preview Actual Shipping Date/Time: Enter the date/time that the shipment was ACTUALLY picked up. Example: if the load was picked up on 10/01/2012 at 13:00 but you are confirming pickup in the system on 10/04/2012 at 08:00 the date entered here needs to be 10/01/2012 at 13:00 Master BOL Number: Leave blank field is not being used Page 32 of 41

33 Click Bill of Lading pop up window will open and display the BOL. The PickUp is confirmed. A status message displayed in the top left corner. is generated and Note: The BOL and a Correction Notice will pop up. If there have been changes to the original BOL, those changes will be reflected in the Correction Notice. If no changes have been made, please print only the BOL and not the Correction Notice by choosing what pages to print from the view 4.2 Confirm Delivery Once the load has been delivered to its destination, the drop stop for the load must be confirmed. Page 33 of 41

34 Figure 4-2 Confirm Delivery Process Flow 1. Navigation Panel 2. List of Loads 3. Load Confirmation Go to Execution > Stops Select Load ID > Click Confirm Delivery Complete required information > Click Submit Table 4-2 Confirm Delivery Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 List of Load Stops Go to Execution > Stops Select Load ID. Confirm operational status is In Transit, stop number is 2 and Stop Type is Drop. 3 Confirm Delivery Click Complete required information: Reported Date/Time: Enter date/time delivery was made Click. Status message will generate and be displayed in top left corner Page 34 of 41

35 5 Assign PRO Number A TSP can assign a PRO Number to a load in the Reference Number fields. Figure 5-1 Assign PRO Number Process Flow 1. Navigation Panel 2. List of Loads 3. Reference Number 4. Add Reference Number Go to Track & Trace > Loads Select Load ID > Click Reference Numbers Click New Complete required information > Click Submit Table 5-1 Assign PRO Number Step by Step Instructions Step Screen Procedure 1 Navigation Go to Track & Trace > Loads Panel 2 List of Loads Select load 3 Reference Numbers Click 4 Add Reference Number Click Complete the following required fields: Reference Number: Enter PRO Number Type: TSP PRO # Page 35 of 41

36 Click Reference number created. A status message displayed in the top left corner. is generated and 6 Validate Charges Before submitting the POD, all charges must be validated they are accurate and agreed upon by both parties. Charges can be validated by viewing the BOL again to make sure rate is accurate and also determine if any correction notices have been issued with updated charges. The correction notice is page 3 of the BOL. Table 6-1 Validate Charges Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 List of Loads Go to Track and Trace > Loads Select Load and click Bill of Lading pop up window will open and display the BOL. 3 BOL Review BOL and/or correction notice 7 Submit POD Once all charges are agreed upon and finalized, the Proof of Delivery (POD) must be submitted. If the customer is registered and set up in PayPort Express (PPE), their Bill To address in Block 9 of the BOL will be the PPE URL and submitting the POD is the trigger that will send financial information to PPE. Page 36 of 41

37 If the customer is not set up in PayPort Express, the POD still needs to be submitted, however nothing is sent to PayPort Express and the TSP will need to send the invoice to the Customers Bill To address located on the BOL in block 9. Figure 7-1 Submit POD Process Flow 1. Navigation Panel 2. List of Loads 3. List of Stops for a Load 4. POD Go to Track and Trace > Loads Select load > Click Stops Select drop stop > Click POD Complete required information > Click Submit Table 7-1 Submit POD Step by Step Instructions Step Screen Procedure 1 Navigation Panel 2 List of Loads 3 List of Loads Go to Track and Trace > Loads Select Load and click Select drop stop of load and click 4 POD Complete the required fields: POD Exception Code: Select appropriate code POD Date/Time: Enter day and time POD was submitted. Should match Reported Date/Time. Signature Name: Name of person submitting the POD Reported Date/Time: Enter date and time POD was submitted. Should match POD Date/Time. Click. Status message is generated Page 37 of 41

38 and displayed in top left corner. Appendix A Group Administrator Functions 1 User Administration All user administration functions should be executed in the Portal. The Portal was created to enable TSP and customer group administrators to govern their groups without causing a security issue in TM. 1.1 Add User The registration process to add users can be bypassed and users can be added directly to the portal. Step Screen Procedure 1 TransPort Integrator Portal Click User Administration from the Navigation Panel on the left side of the screen 2 User Administration Click the Add New Row icon located in the bottom left corner 3 Create User Complete required information. When finished, click Page 38 of 41

39 1.2 Edit Profile A users profile consists of their username, organization, address, phone number, workgroup, location, user group, and status. Changes can be made to all of the data except for username and organization. Step Screen Procedure 1 TransPort Integrator Portal Click User Administration from the Navigation Panel on the left side of the screen 2 User Search for user. Double click to select and pull up the user profile Administration 3 Update User Users profile will appear Page 39 of 41

40 1.2.1 Status A user can be in active or suspended status. When a user is active, they will have capability to log onto the Portal and access TransPort Integrator. If the user is placed in a suspended status, they will not be able to log into the Portal Receive System Notifications When the box is checked in a users profile, that user will receive notifications of all registration requests, and profile changes which includes adding, editing, or deleting a profile. The receive system notification checkbox only applies to group administrators. If this box is checked for any other user group it will not drive any system functionality. 1.3 Delete User Step Screen Procedure 1 TransPort Integrator Portal Click User Administration from the Navigation Panel on the left side of the screen 2 User Administration Search for user to be deleted. Select row and click the Delete icon located in the bottom left corner 3 Pop Up A pop up message to confirm the delete will appear. Click Page 40 of 41

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