Interline Service Agreement (ISA) Repository User Guide

Transcription

1 Interline Service Agreement (ISA) Repository User Guide 7001 Weston Parkway, Suite 200 Cary, North Carolina Copyright 2016 Railinc. All Rights Reserved. Last Updated: May 2016

2 Interline Service Agreement (ISA) User Guide Table of Contents Learning about the ISA Repository... 1 Overview... 1 System Requirements... 2 Accessing Railinc Customer Support... 2 Getting Started... 3 Learning about User Roles... 3 Logging In... 5 Logging Out... 6 Creating ISAs... 7 Creating an ISA Basic Information... 7 Creating an ISA Description Information... 9 Creating an ISA Train Plan Addendum Creating an ISA Contacts Creating an ISA Review Working with ISA s Request for Response to Proposed ISA Reminder of Pending ISA Request Disposition Notification on ISA (Approved or Rejected) Working with Existing ISAs Viewing ISAs Cloning ISAs Editing ISA Contacts Viewing/Managing Draft ISAs Editing a Draft ISA Archiving a Draft ISA Exporting ISAs Viewing Documentation Downloading the User Guide Downloading the Export (csv) Template/Example Downloading the Export (csv) File Layout Index ISA Repository User Guide i Revised May 2016

3 Interline Service Agreement (ISA) User Guide List of Exhibits Exhibit 1. SSO Request Permission... 3 Exhibit 2. Interline Service Agreements Home... 5 Exhibit 3. Interline Service Agreements Welcome... 5 Exhibit 4. Create ISA Tabs... 7 Exhibit 5. Create ISA Basic Information... 8 Exhibit 6. Create ISA Description Information (top and bottom of page)... 9 Exhibit 7. Create ISA Train Plan Addendum Exhibit 8. Show/Hide Block Description Exhibit 9. Create ISA Contacts Exhibit 10. Create ISA Review (top and bottom) Exhibit 11. Request for Response to a Proposed ISA Exhibit 12. Sample Request Response (Approved) Exhibit 13. Sample Request Response (Rejected) Exhibit 14. Reminder of Pending ISA Request Exhibit 15. Disposition Notification for a Manually Rejected ISA Exhibit 16. Disposition Notification for a Manually Approved ISA Exhibit 17. Disposition Notification for an Auto-Accepted ISA (no response received after 30 days) Exhibit 18. View ISAs Menu Exhibit 19. View ISA Status and View Links (on the home page) Exhibit 20. View ISAs Menu Items and Descriptions Exhibit 21. View Interline Service Agreements Exhibit 22. Column Sort Example (sorted on Origin Railroad) Exhibit 23. View ISA Details (top of page shown) Exhibit 24. ISA (downloaded as a PDF) Exhibit 25. Clone Interline Service Agreement Exhibit 26. Edit Interline Service Agreement Exhibit 27. View Interline Service Agreements page (for Draft ISAs) Exhibit 28. View ISA Details for Draft ISA (top of page shown) Exhibit 29. Edit Interline Service Agreement Exhibit 30. Archive ISA Confirmation Pop-up Exhibit 31. Export Pop-up Prompt Exhibit 32. ISA User Guide Exhibit 33. Export (csv) Template/Example Exhibit 34. ISA File Layout ISA Repository User Guide ii Revised May 2016

4 Learning about the ISA Repository Learning about the ISA Repository The ISA Repository is a web-based application that makes it easy for parties involved in an Interline Service Agreement (ISA) to ensure that they are working with the most current version of the agreement. The ISA Repository application enables users to create ISAs, which are then distributed via for review and approval. This document describes how to use the ISA Repository through the following major sections: Learning about the ISA Repository on page 1 provides basic information about the system. Getting Started on page 3 describes how to access and log in to the system. Creating ISAs on page 7 describes how to create Interline Service Agreements. Working with ISA s on page 17 describes the ISA s that are sent by the application. Working with Existing ISAs on page 21 describes how to view and clone existing Interline Service Agreements and edit their associated contacts, as well as how to edit and archive draft ISAs. Exporting ISAs on page 29 describes how export an ISA as a CSV file. Viewing Documentation on page 30 describes how to download and view the latest version of this user guide as well as other helpful files. An index follows the major sections. Overview Managing interchange activities is a challenging and complex task. The ISA Repository is an easy-to-use, web-based application that enables any railroad to enter into an interchange agreement with a partner railroad. The repository stores critical details about the railroads interchange activities, including frequency, times, length of train, and interchange locations, helping to ensure that an interchange event occurs as planned. The ISA Repository helps railroads in and around major rail gateways operate more effectively by improving their planning and communication with their partners and by providing convenient access to essential information about their interchange agreements. With its simple user interface, the ISA Repository makes it easy for railroads to create, approve, and archive ISAs. The application enables railroads of all sizes to initiate an ISA. Partner railroads can approve or reject an ISA with just an they are not required to log in to the application. The application s cloning feature creates new ISAs that mirror existing ISAs, and current and historical ISAs are always available via PDF and CSV downloads. ISA Repository User Guide 1 Revised May 2016

5 Learning about the ISA Repository With the ISA Repository, railroads know their interchange partners have reviewed and approved the details of their ISA. This lessens the likelihood of expensive errors like a partner railroad ending up with more railcars than it can handle or with the right number of railcars at the wrong time. Railroads with access to the ISA Repository can view and download ISAs of which they are a party at any time, without assistance from Railinc or their partner railroads. Current and historical ISAs are always available via PDF and CSV downloads, and a railroad that initiates an ISA has the ability to edit it. The ISA Repository generates a reminder notification seven days after the initiating railroad requests approval of an ISA from its partner railroad. If the partner railroad does not approve the ISA within 30 days, the application automatically accepts it and sends a notice to both parties. This prevents ISAs from idling in the system indefinitely and an initiating railroad from operating under the assumption that its partner railroad has viewed and approved the ISA. The ISA Repository is particularly helpful in improving the management of gateways by ensuring that each railroad is working with the most current versions of their Interline Service Agreements. System Requirements For information about the system requirements of Railinc web applications and for information about downloading compatible web browsers and file viewers, refer to the Railinc UI Dictionary. Accessing Railinc Customer Support The Railinc Customer Support Center provides reliable, timely, and high-level support for Railinc customers. Representatives are available to answer calls and respond to s from 7:00 a.m. to 7:00 p.m. Eastern time, Monday through Friday, and provide on-call support via pager for all other hours to ensure support 24 hours a day, 7 days a week. Contact us toll-free by phone at 877- RAILINC ( ) or send an directly to csc@railinc.com. ISA Repository User Guide 2 Revised May 2016

6 Getting Started Getting Started Access the ISA Repository by using Railinc Single Sign On (SSO), a web application that provides convenient access to a variety of Railinc products. To get started, go to the Railinc portal at and log into SSO by entering your user ID and password in the fields at the top right of the page and then selecting Sign In. Notes: 1. If you do not already have a Railinc SSO user ID and password, refer to the Railinc Single Sign On User Guide, which is available on by selecting the icon below the Sign In button in the Account Access pane. Once you have access to Railinc SSO, you must request access to the ISA Repository within SSO. 2. If you do not have access to the ISA Repository, request access by following instructions in the Railinc Single Sign On User Guide. See Learning about User Roles on page 3 for information about the available levels of access. When you have received notification confirming your access to the ISA Repository, you can log on and begin using the system. 3. It is not necessary to have an SSO ID in order to approve or reject ed ISAs. Learning about User Roles Your assigned user role determines what functions you can perform. User roles are assigned by Railinc through the Single Sign On interface (see Exhibit 1). Exhibit 1. SSO Request Permission Role applicable for railroad service design personnel: ISA Creator This ISA role is for the carrier to assign permissions to the ISA system for their company. This role also allows the ability to create ISAs (see Note below). The ISA Creator role provides access to the Home, Create ISA, View ISAs, Export ISAs (csv), and Documentation menu items. Users with the ISA Creator role can create ISAs, see all their agreement information, make changes to agreements, and export information. ISA Repository User Guide 3 Revised May 2016

7 Getting Started Role applicable for railroad service design management and yard operations personnel: Notes: ISA Viewer This ISA role is for view-only permission to view ISAs that company mark(s) are a party to. The ISA Viewer role provides access to the Home, View ISAs, and Documentation menu items. Users with the ISA Viewer role can see all their agreement information, but cannot make any changes or export information. 1. If you want to manage ISAs for multiple associated roads, enter the first Company ID and select Submit. Then, repeat the request permissions process, enter the second Company ID, and select Submit. You can request different permission levels for different roads. 2. External users of ISA should select either the ISA Creator role or the ISA Viewer role. These roles can be requested for multiple Company IDs. ISA Repository User Guide 4 Revised May 2016

8 Getting Started Logging In To log into the ISA Repository application: 1. Open the browser. 2. Open the Railinc portal at 3. Log in to SSO (at upper right). The Railinc Launch Pad is displayed. 4. Select ISA Repository. The Interline Service Agreements Home page is displayed (see Exhibit 2). The Home page lists the Standard Carrier Alpha Codes (SCACs) of the road(s) for which you have ISA access. Exhibit 2. Interline Service Agreements Home 5. Select the SCAC of the road for which you want to create or view ISAs. The Interline Service Agreements Welcome page is displayed (see Exhibit 3). Exhibit 3. Interline Service Agreements Welcome Continue by either selecting one of the color-coded ISA categories to view all ISAs within that category or an ISA application menu item. ISA Repository User Guide 5 Revised May 2016

9 Getting Started Logging Out Select the Sign Out link to end an ISA session. You are returned to the SSO Login Page. If multiple SSO applications are open (in separate browser windows), and you want to close only one, close the unwanted session window by selecting the X at the top right of the window or pressing Alt +F4. Do NOT select the Sign Out link it ends the entire Single Sign On session (and all open SSO applications). If your user session has been idle for more than 30 minutes, a warning message panel is displayed (not shown). If your user session times out, you must log back in as directed. ISA Repository User Guide 6 Revised May 2016

10 Creating ISAs Creating ISAs When you select the Create ISA tab, the Create an Interline Service Agreement page with the Basis Information tab is displayed (see Exhibit 5). To create an ISA, you must complete tabs for Basic Information, Description Information, Train Plan Addendum, and ISA Contacts. Prior to submission, the ISA can be reviewed for accuracy on the Review tab. The Create ISA tabs are listed on the left side of the page and are pictured in Exhibit 4. Exhibit 4. Create ISA Tabs After you create an ISA in the application and select Submit ISA for Approval, the ISA is sent via to the partner road and contacts identified in the ISA for review and approval. See Working with ISA s on page 17 for examples. Note: To avoid validation errors and to ensure the completion all required fields, it is recommended that each tab on the ISA is completed in sequential order prior to selecting Submit ISA for Approval. If a work in progress draft is required, select Save ISA as Draft. Creating an ISA Basic Information This basic information is required before an ISA can be saved as a draft. An approver contact for each railroad is required to submit for approval. 1. Select Create ISA. The Create ISA Basic Information page is displayed (see Exhibit 5). ISA Repository User Guide 7 Revised May 2016

11 Creating ISAs Exhibit 5. Create ISA Basic Information 2. Complete the following required fields: a. Your Railroad: Railroad Mark of the ISA creator. b. Partner Railroad: Railroad Mark of partner in ISA agreement. c. Interchange Gateway: Text description of gateway. d. ISA Number: Follows this format: SPLC, R260 of origin road, R260 of partner road, and then an optional drop-down to identify the shipment type (IM Intermodal or GM General Merchandise). e. Effective Date: Date the agreement becomes effective. Use the calendar icon to assist with selecting the date. Defaults to the current date. Cannot be a date in the past. f. Reason for ISA: Required free-form field to explain the reason for the agreement. 3. Once the fields are completed as needed, perform one of the following steps: a. Select Next or the Description Information tab. If all validation rules pass the Create ISA Description Information page is displayed (see Creating an ISA Description Information). b. Select Submit ISA for Approval to save the ISA. If all field entries pass validation, the ISA is saved and appears with a status of pending. A copy of the ISA is ed to the partner road and contacts identified in the ISA for their review and approval. See Request for Response to Proposed ISA . c. Select Save ISA As Draft to save the ISA as a draft. If all field entries pass validation, the ISA is saved and appears with a status of draft. d. Select Cancel to cancel the creation of the ISA. ISA Repository User Guide 8 Revised May 2016

12 Creating ISAs Creating an ISA Description Information This basic information is required before an ISA can be saved as a draft. An approver contact for each railroad is required to submit for approval. 1. After completing Basic Information for creating an ISA (see Creating an ISA Basic Information on page 7), select either the Descriptive Information tab or the Next button. The Create ISA Description Information page is displayed (see Exhibit 6). Exhibit 6. Create ISA Description Information (top and bottom of page). ISA Repository User Guide 9 Revised May 2016

13 Creating ISAs 2. Provide optional description information for one or more entry fields. Each description is limited to 2500 characters. By default, most of the fields are prefilled with standard text, which can be modified as needed. The fields for Interchange Locations, Interchange Events, and Train or Traffic Restrictions are prefilled with suggested template data. 3. Once the fields are completed as needed, perform one of the following steps: a. Select Prev or the available Create ISA tab to return to that portion of the ISA to perform edits. b. Select Next or the Train Plan Addendum tab. The Create ISA Train Plan Addendum page is displayed (see Creating an ISA Train Plan Addendum on page 11). c. Select Submit ISA for Approval to save the ISA. If all field entries pass validation, the ISA is saved and appears with a status of pending. A copy of the ISA is ed to the partner road and contacts identified in the ISA for their review and approval. See Request for Response to Proposed ISA on page 17. d. Select Save ISA As Draft to save the ISA as a draft. If all field entries pass validation, the ISA is saved and appears with a status of draft. e. Select Cancel to cancel the creation of the ISA. ISA Repository User Guide 10 Revised May 2016

14 Creating ISAs Creating an ISA Train Plan Addendum Provide the Train Plan Addendum information. To successfully complete an ISA, one or more Train Plan Addendums must be completed. 1. After completing Basic Information for creating an ISA (see Creating an ISA Basic Information on page 7) and the Description Information (see Creating an ISA Description Information on page 9), select either the Train Plan Addendum tab or the Next button. The Create ISA Train Plan Addendum page is displayed (see Exhibit 7). Exhibit 7. Create ISA Train Plan Addendum 4. Complete the following required fields: a. From Road => To Road: Drop down with your road and the partner railroad identified. Used to determine the direction of traffic. b. Time Zone: Time zone of the interchange. If Use SPLC is selected from this dropdown, it defaults to the time zone of the SPLC indicated in the SPLC field just below the Time Zone field. c. Interchange Location: Free-form text description of the actual interchange location. d. SPLC: SPLC of the interchange. e. From/To Train ID: Free-form text descriptions of the involved Train IDs. ISA Repository User Guide 11 Revised May 2016

15 Creating ISAs f. Frequency (optional): Select one or more listed days of the week the interchange will occur. Once selected, that date appears in dark shading. g. Power Through (optional): Select yes or no to determine if access to the locomotive is allowed. h. RSSM Permitted: Select yes or no to determine if the shipment contains Rail Security Sensitive Materials. This implies if hazardous types of materials are allowable. i. Window Low (optional): Enter time to identify the low end of the allowable threshold for the interchange (use military time). j. Interchange Time (optional): Enter time to identify the preferred exact time of the interchange (use military time). k. Window High (optional): Enter time to identify the high end of the allowable threshold for the interchange (use military time). l. Tons (optional): Estimated tonnage of the shipment. m. Feet (optional): Estimated feet of the shipment. 5. As needed, select the Show/Hide Block Description link to reveal block information input fields for input (see Exhibit 8). Complete as needed. Note that blocks can be moved to your desired order. Exhibit 8. Show/Hide Block Description 6. Once the fields are completed as needed, perform one of the following steps: a. Select Prev or an available Create ISA tab to return to that portion of the ISA to perform edits. b. Select New TPA to add additional Train Plan Addendums. ISA Repository User Guide 12 Revised May 2016

16 Creating ISAs c. Select Copy TPA to copy the last Train Plan Addendum created and add it to the bottom of the list. d. Select Next or the ISA Contacts tab. The Create ISA Contacts page is displayed (see Exhibit 9). e. Select Submit ISA for Approval to save the ISA. If all field entries pass validation, the ISA is saved and appears with a status of pending. A copy of the ISA is ed to the partner road and contacts identified in the ISA for their review and approval. See Request for Response to Proposed ISA on page 17. f. Select Save ISA As Draft to save the ISA as a draft. If all field entries pass validation, the ISA is saved and appears with a status of draft. g. Select Cancel to cancel the creation of the ISA. Creating an ISA Contacts Provide the contact information for all parties involved. To successfully submit an ISA, an address contact information for an approver for each railroad is required. 1. After completing Basic Information for creating an ISA (see Creating an ISA Basic Information on page 7), the Description Information (Creating an ISA Description Information on page 9), and the Train Plan Addendum (see Creating an ISA Train Plan Addendum on page 11), select either the ISA Contacts tab or the Next button. The Create ISA Contacts page is displayed (see Exhibit 9). Exhibit 9. Create ISA Contacts 2. Complete the following required fields: a. First and Last Name: Name of the specified contact. b. address contact information for an approver for each railroad is required. ISA Repository User Guide 13 Revised May 2016

17 Creating ISAs c. Railroad: Select either your road or the identified partner railroad. d. Role: Select the role of the identified contact (approver, secondary contact, or interested party). 3. As needed, add additional contacts by selecting the New Contact button. Additional input fields are displayed. Complete in the same manner. 4. Once the fields are completed as needed, perform one of the following steps: a. Select Prev or an available Create ISA tab to return to that portion of the ISA to perform edits. b. Select New Contact to add additional contacts. c. Select Next or the Review tab. The Create ISA Review page is displayed (see Exhibit 10). d. Select Submit ISA for Approval to save the ISA. If all field entries pass validation, the ISA is saved and appears with a status of pending. A copy of the ISA is ed to the partner road and contacts identified in the ISA for their review and approval. See Request for Response to Proposed ISA on page 17. e. Select Save ISA As Draft to save the ISA as a draft. If all field entries pass validation, the ISA is saved and appears with a status of draft. f. Select Cancel to cancel the creation of the ISA. Creating an ISA Review Review all entered ISA details prior to submission. 1. After completing Basic Information for creating an ISA (see Creating an ISA Basic Information on page 7), the Description Information (Creating an ISA Description Information on page 9), the Train Plan Addendum (see Creating an ISA Train Plan Addendum on page 11), and the Contacts (see Creating an ISA Contacts on page 13), select either the ISA Contacts tab or the Next button. The Create ISA Review page is displayed (Exhibit 10). ISA Repository User Guide 14 Revised May 2016

18 Creating ISAs Exhibit 10. Create ISA Review (top and bottom). 2. Review the created ISA for accuracy and complete one of the following steps: a. Select Prev or an available Create ISA tab to return to that portion of the ISA to perform edits. b. Select Submit ISA for Approval to save the ISA. If all field entries pass validation, the ISA is saved and appears with a status of pending. A copy of the ISA is ed to the partner road and contacts identified in the ISA for their review and approval. See Request for Response to Proposed ISA on page 17. c. Select Save ISA As Draft to save the ISA as a draft. If all field entries pass validation, the ISA is saved and appears with a status of draft. ISA Repository User Guide 15 Revised May 2016

19 Creating ISAs d. Select Cancel to cancel the creation of the ISA. ISA Repository User Guide 16 Revised May 2016

20 Working with ISA s Working with ISA s When you have successfully created and saved an ISA in the ISA Repository, a copy of the ISA is ed to the partner road and to the contacts identified in the ISA for their review and approval. The system generates the following three types of s: Request for Response to Proposed ISA Reminder of Pending ISA Request Disposition Notification on ISA (Approved or Rejected). ISAs can be actively or passively accepted, either via a disposition provided by response or passively accepted after 30 days without a response. ISAs can be rejected by response. Request for Response to Proposed ISA Following the creation of an ISA, it is sent to the partner road and contacts identified in the ISA for their review and approval as a request for response . Note: Here are some general rules regarding response requests: A proposed ISAs is automatically accepted if no response is received within 30 days from the date it is sent. Ensure that you select either the "Approve" or "Reject" link just once. Selecting these links multiple times may lead to undesirable results. Selecting either the "Approve" or "Reject" link automatically opens a new window with a pre-populated subject line. The system uses this auto-generated subject line for the ISA approval/rejection process. Please do not change the subject line on the response . Exhibit 11 shows an example of a request for response to proposed ISA Exhibit 11. Request for Response to a Proposed ISA ISA Repository User Guide 17 Revised May 2016

21 Working with ISA s Use the following procedure to respond to the request for response to proposed ISA 1. Open the attached proposed ISA PDF to review it. 2. Perform one of the following actions from the body of the a. Select Approve to approve the specifics of the ISA. An is prepared to be sent to the proposer of the ISA and the identified contacts (see Exhibit 12). Exhibit 12. Sample Request Response (Approved) As needed, add any additional comments to the and send it. The is processed by Railinc and the status of the ISA is changed to Active. b. Select Reject to reject the proposed ISA. An is prepared to be sent to the proposer and the ISA and the identified contacts (see Exhibit 13). Exhibit 13. Sample Request Response (Rejected) As needed, add any additional comments to the and send it. The is processed by Railinc and the status of the ISA is changed to Rejected. Reminder of Pending ISA Request If a response has not been received in 7 days, a reminder is sent out (see Exhibit 14). ISA Repository User Guide 18 Revised May 2016

22 Working with ISA s Exhibit 14. Reminder of Pending ISA Request The actions available are the same as on the initial Request for Response to a Proposed ISA . See Request for Response to Proposed ISA steps 0and 2 on page 17. ISA Repository User Guide 19 Revised May 2016

23 Working with ISA s Disposition Notification on ISA (Approved or Rejected) Disposition notifications are sent following either the approval or rejection of an ISA request. If a submitted ISA is not approved within 30 days then it is passively accepted. Exhibit 15, Exhibit 16, and Exhibit 17 show examples of disposition s. Exhibit 15. Disposition Notification for a Manually Rejected ISA Exhibit 16. Disposition Notification for a Manually Approved ISA Exhibit 17. Disposition Notification for an Auto-Accepted ISA (no response received after 30 days) ISA Repository User Guide 20 Revised May 2016

24 Working with Existing ISAs Working with Existing ISAs When you select View ISAs on an ISA page, the View ISAs menu is displayed (see Exhibit 18). Exhibit 18. View ISAs Menu Note: Any of these described views can also be reached directly from the dashboard options on the Home page (see Exhibit 19). Exhibit 19. View ISA Status and View Links (on the home page) Exhibit 20 describes the tasks available on the View ISAs menu. Exhibit 20. View ISAs Menu Items and Descriptions Menu Item All Active Draft Description Allows you to view all ISAs. Allows you to view active ISAs. Active ISAs have been approved by both railroad parties and its effective date has been reached. An ISA could be active as a result of direct response or auto-approval as a result of 30 days of no response. Allows you to view draft ISAs. Draft ISAs have not been submitted for approval. Pending Note: Only the original creator of the ISA with the ISA Creator role may delete an ISA in draft status. Allows you to view Pending ISAs. Pending ISAs have been approved by only one party. ISA Repository User Guide 21 Revised May 2016

25 Working with Existing ISAs Rejected Archived Allows you to view rejected ISAs. Rejected ISAs have been rejected by the approving party. An ISA could be rejected on the . Note: Either party to the ISA with the ISA Creator role may edit an ISA in rejected status for saving and resubmission. Allows you to view archived ISAs. Archived ISAs are stored for historical purposes. Like other ISAs, archived ISAs can be cloned if needed later. Viewing ISAs This section describes how to view ISAs. Because the view screen is the same for the views of ISAs of all statuses, the procedure is only shown once. However the actions available on the details page for Draft ISAs differ; therefore, see Viewing/Managing Draft ISAs on page 26 for more information about Draft ISAs. 1. Select View ISAs and then select the desired ISA status (All, Active, Pending Draft, Rejected, or Archived). The selected View Interline Service Agreements page is displayed (see Exhibit 21). Exhibit 21. View Interline Service Agreements 2. To search for a specific ISA, begin typing a SPLC in the ISA Number search field and select the search icon ( ). ISA Repository User Guide 22 Revised May 2016

26 Working with Existing ISAs 3. To sort the table data, select the column heading of the desired sort. The data is refreshed in alpha/numeric order based on the selection (see Exhibit 22 for an example). Reverse the order by selecting the same column heading again. Exhibit 22. Column Sort Example (sorted on Origin Railroad) 4. To filter results by Owner Mark, Origin Railroad, Partner Railroad, or ISA Status, select one of the filter boxes located beneath the column headings and then select the column value to filter. Note: For the ISA Status column, you can select multiple values to filter. Simply select multiple checkboxes, and then select the refresh icon ( ) to the right of the filter box. 5. To view the details of a listed ISA, select the desired row. The View Details page for the selected record is displayed (see Exhibit 23). Exhibit 23. View ISA Details (top of page shown) 6. Perform one of the following steps: a. Select Back to ISAs List to return to the previously displayed View Interline Service Agreements page. b. Select Download PDF to download the displayed ISA record in PDF format (see Exhibit 24). Use the standard tools within the PDF to save, print or share the record as an attachment. ISA Repository User Guide 23 Revised May 2016

27 Working with Existing ISAs Exhibit 24. ISA (downloaded as a PDF) c. Select Clone ISA to create a new ISA based on the details of the currently viewed ISA (see Cloning ISAs below). Cloning ISAs You can create a new ISA based on an existing ISA. This is referred to as cloning. Use the following procedure to clone an ISA: 1. Access an ISA details record (see Viewing ISAs on page 22 or Viewing/Managing Draft ISAs on page 26). 2. Select Clone ISA. The Clone Interline Service Agreement page is displayed (see Exhibit 25). ISA Repository User Guide 24 Revised May 2016

28 Working with Existing ISAs Exhibit 25. Clone Interline Service Agreement 3. Complete the input fields and submit the cloned ISA. See Creating ISAs on page 7 for details on how to complete an ISA. Editing ISA Contacts Users with the ISA Creator role can use the following procedure to modify contact information on active ISAs. 1. Access an active ISA details record (see Viewing ISAs on page 22). 2. Select Edit ISA Contacts. The Edit Interline Service Agreement page is displayed (see Exhibit 26). Exhibit 26. Edit Interline Service Agreement 3. Complete or update the input fields and select Save ISA Contacts. See Creating an ISA Contacts on page 13 for details on how to complete the ISA contacts fields. ISA Repository User Guide 25 Revised May 2016

29 Working with Existing ISAs Viewing/Managing Draft ISAs Here is how to view and manage ISAs saved in Draft status. 1. Select View ISAs>Draft. The View Interline Service Agreements page for Draft ISAs is displayed (see Exhibit 27). Exhibit 27. View Interline Service Agreements page (for Draft ISAs) 2. To view details of a listed Draft ISA, select the desired row. The View Details page for the selected Draft record is displayed (see Exhibit 28). Exhibit 28. View ISA Details for Draft ISA (top of page shown) 3. Perform one of the following steps: a. Select Back to ISAs List to return to the previously displayed View Interline Service Agreements page. ISA Repository User Guide 26 Revised May 2016

30 Working with Existing ISAs b. Select Download PDF to download the displayed ISA record in PDF format (see Exhibit 24). Use the standard tools within the PDF to save, print or share the record as an attachment. c. Select Edit ISA to make edits to the displayed draft ISA. See Editing a Draft ISA on page 27. d. Select Archive ISA to archive the displayed draft ISA. See Archiving a Draft ISA on page 28. e. Select Clone ISA to create a new ISA based on the details of the currently viewed ISA. See Cloning ISAs on page 24. f. Select Delete ISA to delete the draft ISA. A confirmation popup is displayed so you can confirm the deletion. Note: Only the original creator of the ISA with the ISA Creator role may delete an ISA in draft status. Editing a Draft ISA Draft ISAs can be edited and then saved and submitted. 1. Access an ISA draft details record (see Viewing/Managing Draft ISAs on page 26). 2. Select Edit ISA. The Edit Interline Service Agreement page is displayed (see Exhibit 29). Exhibit 29. Edit Interline Service Agreement 3. Complete the input fields and submit the edited ISA. See Creating ISAs on page 7 for details on how to complete an ISA. ISA Repository User Guide 27 Revised May 2016

31 Working with Existing ISAs Archiving a Draft ISA Draft ISAs can be archived. Once an ISA has been placed in archive status it can no longer be edited. 1. Access an ISA draft details record (see Viewing/Managing Draft ISAs on page 26). 2. Select Archive ISA. A pop-up box appears asking for confirmation (see Exhibit 30). Exhibit 30. Archive ISA Confirmation Pop-up 3. Select OK to confirm the decision to archive the ISA; otherwise, select Cancel. ISA Repository User Guide 28 Revised May 2016

32 Exporting ISAs Exporting ISAs The ISA Repository enables users to export their ISAs. Use the following procedure to export ISAs: 1. Select Export ISAs (csv). The Export Pop-up Prompt is displayed (see Exhibit 31). Exhibit 31. Export Pop-up Prompt 2. Perform one of the following steps: a. Select Open to immediately open the file. The output file is displayed. Use the local spreadsheet application to analyze the data as needed. b. Select Save to save the export file. Browse to the location where you want to store the file and save it. You can open the file after you save it. c. Select Cancel to cancel the download. ISA Repository User Guide 29 Revised May 2016

33 Viewing Documentation Viewing Documentation The ISA Documentation menu provides helpful tools, including this user guide and information to help interpret exported ISAs. Downloading the User Guide Use the following procedure to download the latest version of this user guide. 1. Select Documentation>User Guide. The User Guide opens as a PDF file (see Exhibit 32). Exhibit 32. ISA User Guide 2. Use the tools within the PDF, including the embedded hyperlinks and bookmarks, to view, print, and search the document. Downloading the Export (csv) Template/Example Here is how to download the Export (csv) Template/Example. 1. Select Documentation> Export (csv) Template/Example. ISA Repository User Guide 30 Revised May 2016

34 Viewing Documentation 2. From the pop-up box, select open. The Export (csv) Template/Example file opens in the local spreadsheet application (Exhibit 33). Exhibit 33. Export (csv) Template/Example 3. Use the tools within the spreadsheet application to navigate the instructions. Save a copy locally as desired. Downloading the Export (csv) File Layout Here is how to download the Export (csv) File Layout. 1. Select Documentation> Export (csv) File Layout. 2. From the pop-up box, select open. The Export (csv) File Layout file opens in the local word processing application (see Exhibit 34). Exhibit 34. ISA File Layout Data Type Identifier 100 Layout - Basic & Descriptive ISA Information Column in Field Name/Data Element csv Name Example A Data Type Identifier 100 B ISA Number C Railroad 1 ABC D Railroad 2 XYZ E ISA Status Active F Reason for ISA To define and document the interchange operating plan between ABC and XYZ. G ISA Number H Interchange Gateway Stations including: Cary, NC - SPLC Raleigh, NC - SPLC I Effective Date 11/29/2006 J Date of Last Action 12/1/2006 K Interchange Locations To ABC: Cary NC Raleigh NC To XYZ: Raleigh NC Cary NC ISA Repository User Guide 31 Revised May 2016

35 Viewing Documentation Column in csv L Field Name/Data Element Name Interchange Event Example To ABC: Cary, NS - When cars pass AEI reader #TA5555 at milepost Raleigh, NC - When cars pass AEI reader #TA7777 at milepost To XYZ: Raleigh, NC - When cars pass AEI reader #TA84231 at milepost Cary, NC - When cars are placed on the designated interchange track. AAR interchange rules apply; receiving carrier will perform standard interchange inspection. M Mechanical Inspection Requirements N Locomotive Requirements Power is not run-through. O P Q R Advance Consist Requirements Actual Interchange Reporting Temporary and Emergency Plans Performance Evaluation Advance consist information to be transmitted electronically no later than two (2) hours prior to interchange on run throughs and prior to actual interchange on yard transfers. Interchange reporting will be completed within four (4) hours of the event. Both parties will coordinate emergency plan overrides. Either party may revise the schedule when temporary or emergency conditions exist and the party taking such action agrees to take all reasonable steps to notify the other party at least 24 hours in advance of implementing such changes. The parties agree to adjust the ISA if these conditions continue to exist. The parties also agree to exchange holiday operating plans and track work curfew plans with as much advance notice as practical. The parties will make best efforts to provide each other with 8-hour advance notice of interchange train annulments and consolidations. Service Design/Planning groups within each railroad will measure the performance of this ISA and jointly review the results periodically as agreed by the parties. ISA Repository User Guide 32 Revised May 2016

36 Viewing Documentation Column in csv S T X Field Name/Data Element Name Revision of ISA Agreement Conflicts Auto-Acceptance Indicator Example Each party to this ISA will notify the other at least fourteen (14) days in advance of the need to revise the ISA. Each partner must agree before the ISA will be considered revised and the revision date added to the ISA. The Service Design/Planning groups on each railway will coordinate and execute the revisions to the ISA as necessary. Should the parties be unable to agree on mutually satisfactory revisions within thirty (30) days of the date of the notice of demand for revision, either party may terminate this ISA. In the event any provision(s) included in this Interline Service Agreement conflicts with provision(s) contained in other legally executed agreements, the provisions contained in such agreements will govern. The ISA Repository generates a reminder notification after the initiating railroad requests approval of an ISA from its partner railroad. If the partner railroad does not approve or reject the ISA within 30 days, the application automatically accepts it and sends a notice to both parties. This prevents ISAs from idling in the system indefinitely and an initiating railroad from operating under the assumption that its partner railroad has viewed and approved the ISA. Y in column X signifies an auto-accepted ISA; N indicates that the ISA was not auto-accepted. Column X has no value until 30 days have passed. Data Type Identifier 2XX Layout - Train Plan Addendum Information NOTE: The second & third digits of the Data Type Identifier (2XX) identify the number of the Train Plan Addendum. Column in csv Field Name/Data Element Name A Data Type Identifier 201 B ISA Number C TPA Time Zone Use SPLC D TPA Direction From To ABC => XYZ E TPA From Train ID 210 Example ISA Repository User Guide 33 Revised May 2016

37 Viewing Documentation Column in csv Field Name/Data Element Name F TPA To Train ID TAMOAGR1R1 G TPA Interchange Location Cary H TPA SPLC I TPA Frequency J TPA Interchange Time 600 K TPA Window High 800 L TPA Window Low 400 M TPA Tons N TPA Feet O TPA Power Through Yes P TPA Offset 0 Q TPA Block Description 1 Example Monday-Tuesday-Wednesday-Thursday- Friday-Saturday 1) Cary 2) Raleigh R TPA From Block ID 1 ABC123 S TPA To Block ID 1 T TPA Block Description 2 U TPA From Block ID 2 V TPA To Block ID 2 W TPA Block Description 3 X TPA From Block ID 3 Y TPA To Block ID 3 Z TPA Block Description 4 AA TPA From Block ID 4 AB TPA To Block ID 4 AC TPA Block Description 5 AD TPA From Block ID 5 AE TPA To Block ID 5 AF TPA Block Description 6 AG TPA From Block ID 6 AH TPA To Block ID 6 AI TPA Block Description 7 AJ TPA From Block ID 7 AK TPA To Block ID 7 AL TPA Block Description 8 AM TPA From Block ID 8 AN TPA To Block ID 8 AO TPA Block Description 9 AP TPA From Block ID 9 AQ TPA To Block ID 9 AR TPA Block Description 10 AS TPA From Block ID 10 AT TPA To Block ID 10 AU TPA RSSM Permitted ISA Repository User Guide 34 Revised May 2016

38 Viewing Documentation Data Type Identifier 3XX Layout - Contact Information NOTE: The second & third digits of the Data Type Identifier (3XX) identify the number of the Contact. Column in Field Name/Data Element csv Name Example A Data Type Identifier 301 B ISA Number C Contact Railroad ABC D Contact First Name Johnny E Contact Last Name Railroad F Contact Phone G Contact Address jrailroad@abc.com H Contact Area Operations I Contact Title General Manager J Contact Role Approver 3. Use the tools within the application to navigate the file layout. Save a copy locally as desired. ISA Repository User Guide 35 Revised May 2016

39 Index Index active ISAs, 21, 25 Adobe Acrobat Viewer, 2 approving ISAs, 18 archived ISAs, 22 auto-acceptance, 2, 33 automatic acceptance of ISAs, 17 browser, 2 cloning ISAs, 24 computer requirements, 2 contacting Railinc, 2 Create ISA menu item, 7 creating ISAs adding contact information, 13 creating a Train Plan Addendum, 11 entering basic information, 7 entering description information, 9 reviewing prior to submission, 14 CSV file layout, 31 CSV format, 2 CSV template, 30 Customer Support Center, 2 Disposition Notification on ISA , 20 Documentation menu item, 30 download ISA in PDF format, 23 draft ISAs, 21 editing contacts on active ISAs, 25 s, 17 Export ISAs menu item, 29 file layout, 31 Home menu item, 5 Home page, 5 introduction, 1 ISA Creator role, 3 ISA s, 17 Disposition Notification on ISA, 20 Reminder of Pending ISA Request, 18 Request for Response to Proposed ISA, 17 ISA Repository computer requirements, 2 ISA Viewer role, 4 logging in, 3, 5 logging out, 6 managing ISAs for multiple roads, 4 menu items Create ISA, 7 Documentation, 30 Export ISAs, 29 Home, 5 View ISAs, 21 Microsoft Excel Viewer, 2 overview, 1 PDF format, 23 PDF viewer, 2 pending ISAs, 21 permissions, 3 Railinc, contacting the Customer Support Center, 2 rejected ISAs, 22 rejecting ISAs, 18 Reminder of Pending ISA Request , 18 Request for Response to Proposed ISA , 17 requirements, 2 responding to ISA s, 17 roles, 3 session time out, 6 signing in, 3 Single Sign On, 3 SSO, 3 system requirements, 2 time out (session), 6 Train Plan Addendum, 11 user roles, 3 View ISAs menu item, 21 viewing active ISAs, 21 archived ISAs, 22 draft ISAs, 21 pending ISAs, 21 rejected ISAs, 22 web browser, 2 Welcome page, 5 working with ISA s, 17 ISA Repository User Guide 36 Revised May 2016