PackageTrack.Net. Package Management. Documentation and Summary. May 23, Page 1 of 29

Transcription

1 PackageTrack.Net Package Management Dcumentatin and Summary May 23, 2016 Page 1 f 29

2 Website Security - Secure Sckets Layer [SSL] SSL is the first layer f security fr the PackageTrack.Net website. All pages including the Lgin and Lst Passwrd pages use SSL when transmitting data t and frm the server. The SSL certificate uses 128 bit encryptin. Website Security & Rles Rles are used t prvide the next level f security. Rles determine what infrmatin is available and useable nce entering the website. The rles are defined as fllws: Administratr and Staff. If smene isn't authrized t view a page, the link in the menu will nt be visible. If smene accidentally brwses t a page in a flder that they are nt authrized t use, they will merely receive an unauthrized access errr message. Required Sftware Since PackageTrack.Net is an Internet based applicatin, there is nthing t dwnlad r install. All yu need is an Internet cnnectin and a mdern Internet brwser like Micrsft's Internet Explrer 9 (r higher) r the latest versin f Safari, Firefx, Opera r Ggle's Chrme. We have als checked PackageTrack.Net fr the iphne, ipd, ipad & Andrid tablets and phnes. Respnsive Website PackageTrack.Net was built using HTML5, JQuery, Ajax and CSS3 as a reactive/respnsive design. Our gals were simple; we wanted a website that wuld... Be available t ur members whether they are using a desktp cmputer, a laptp, an ipad, an iphne r Andrid device. Respnd t yur behavir and give yu a cnsistent interface as yu switch frm yur desktp, t yur laptp, t yur ipad, t yur iphne r Andrid. Page 2 f 29

3 Hardware/Equipment A cmputer (running at least Windws 7) and an Internet cnnectin are required. Packages can be manually received and delivered t a resident with n further equipment. If delivered manually we suggest using a written signature lg fr backup. There is a reprt in the PDF Reprts sectin that can be used as a signature lg. A barcde scanner makes receiving a package mre efficient. The type f scanner will depend n yur cmputer hardware. A gd USB barcde scanner (ne that we have used) is the TaTrnics TT-BS003 available at Amazn fr abut $48. Bluetth scanners tend t be much mre expensive arund the $300 price range. The USB scanner wrks great n a desktp PC, but may nt wrk n a tablet. A cmputer/tablet with a tuch screen like mst all tablets (ipad, Andrid, etc) and mbile phnes (iphne, Andrid, etc). Make sure that the device has frnt and rear cameras and can cnnect t the Internet. These types f devices are very useful, especially if packages are actually delivered t a resident at their unit. Sme tablets nly have frnt facing cameras and that makes it very difficult t scan a barcde. I have used a Samsung Galaxy S4 phne t receive a package by installing scan sftware, delivered the package using electrnic signature ptin and cllected the signature by having the resident sign with their finger tip. If there is n tuch screen device available, a muse can be used t get the electrnic signature r the package can be delivered manually. We als supprt the Tpaz SigLite 1x5 LCD signature pad as a means t cllect an electrnic signature n a standard PC. The mdel tested is the T-LBK460-HSB-R which was acquired at CDW.Cm. We suggest nt rdering frm Amazn (r ebay, etc) - we did and received a mdel that was almst 2 years ld and already ut f warranty. Tpaz will nt supprt signature pads purchased unless it is purchased frm ne f their dealers. If this ptin is selected, the Tpaz sftware will need t be installed and Internet Explrer 9 r 10 be must be used fr the brwser. If yu are setting up a new cmputer, yu may want t cnsider Set up an administratr accunt that yu will cntrl. On a new Windws cmputer, this will be the first accunt that yu establish. Add a new User accunt that is nt an administratr (standard user) that will be used by yur receiving rm staff. If yu use the tw accunt types, yu can then define the websites that yu will allw yur staff t access. This will prevent using the cnnectin fr merely brwsing the Internet. Page 3 f 29

4 Database Yu can use ur database r if yu have an active database that is cnnected t the Internet, we may be able t sync yur database t urs n a nightly basis. Resident Database: If yu are using ur database, yu can initially start by prviding a sample spreadsheet cntaining infrmatin abut yur residents. We will imprt the resident infrmatin. After the initial imprt, yu can manually add, edit r delete resident infrmatin. The fields maintained in ur database fllw: Unit: The resident s unit number FirstName: The resident s first name LastName: The resident s last name NtifyBy: One f fur items: Nne, , Text r Vice. If Nne is sent, there will be n ntificatins sent The resident s address r blank if n address Phne: The resident s phne number fr ntificatins by text r vice message Hme Phne: Optinal. Wuld be used fr the Resident Cntact at the Frnt Desk Cell Phne: Optinal. Wuld be used fr the Resident Cntact at the Frnt Desk Wrk Phne: Optinal. Wuld be used fr the Resident Cntact at the Frnt Desk Zne: fr mst buildings, this wuld be a 1. This setting is typically used where mre than ne type f flr plan exists in a tier r where twnhmes are assciated with an assciatin. Tier: The tier in which the resident s unit is lcated Flr: The flr in which the resident s unit is lcated Nte: all phne numbers shuld be frmatted as ###-###-#### Package Pickup Authrizatins: PackageTrack.Net als accmmdates authrizatins issued by a resident t allw smene ther than the resident t pick up their packages. These authrizatins can be viewed by yur receiving rm staff. At ur assciatin the individual picking up the package must prvide a pht id. The name f the individual is included in the ntes sectin and a pickup cnfirmatin message is sent t the resident. The fields maintained in ur database fllw: Unit: The resident s unit number Permissin T: The persn authrized t pick up packages Ntes: Any ntes t be viewed by receiving rm staff Date t Start: Starting date f the authrizatin Date t End: Ending date f the authrizatin There is als the pssibility f syncing with yur data base is it cntains authrizatin infrmatin. Fr additinal infrmatin including message reminder frmats, please see the Package Pickup Authrizatin Reminder sectin that fllws. Page 4 f 29

5 Ntes and Explanatin This sectin cntains sme ntes and explanatin f terms. Definitins/Terms Authrizatin: An authrizatin issued by a resident t allw smene ther than the resident t sign fr and pick up their packages. Carrier: Cmpany delivering the package. Example: UPS, USPS, FedEx, etc. Received: Packages received in the receiving rm. Delivered: Packages that have been delivered t a resident. Administratr: The individual(s) in yur business/assciatin wh are respnsible fr maintain the system. Receiving Rm Staff: The individuals that will be receiving and delivering packages t residents. Receiving rm staff is setup by and maintained by yur Administratr. This is als the area where passwrds: can be changed. Package Status Cdes: These cdes are predefined and may nt be changed. They are used t create the reprts and develp statistics fr yur assciatin/cmpany. All: All Packages received in the system fr all status cdes. Pending: Packages that have been received, but nt yet delivered. DeliveredE: Packages that have been delivered electrnically using a Tuch Screen device - a signature is n file. DeliveredP: Packages that have been delivered using the Tpaz Signature Pad a signature is n file. DeliveredM: Packages that have been delivered manually. The PackageTrack.Net system has n signature n file. Returned: Packages that have been received and returned t sender. Missing: Packages that have been misplaced r lst in the receiving rm. Deleted: Packages that have been deleted. This cde is rarely used. This typically happens when a package is scanned in fr the wrng resident. When a package is deleted, the tracking number is mved frm the tracking number field int the cmments field s the tracking number can be assigned t the crrect resident. Page 5 f 29

6 Initial Setup: The initial accunt infrmatin will be cmpleted by the PackageTrack.Net staff. The infrmatin we need is as fllws: Cmpany Infrmatin Assciatin/Cmpany Name Address Phne Number Primary Address Website Address (if any) address fr bunced and daily PDF reprts. Administratr Infrmatin: Fr each individual that will be designated as an administratr, please prvide: First Name Last Name Address Phne Number Can phne receive text messages? Package Pickup Reminders: Sme residents delay picking up their packages r merely frget. Yu can chse t have reminder ntificatins sent t a resident after 2 days, 4 days, 6 days and 10 days. By default, we setup fr 4 days. If yu want t use ther ptins, rm chse t use n ntificatins, please let us knw. Additinal Setup by Yu: As yu begin, there is sme setup that yu will want t review and/r make changes t better fit yur needs. Package Carriers: [Admin Menu Tab]. Initially, yur accunt will be set up with the fllwing carriers/shippers. UPS - United Parcel Service USPS - United States Pstal Service DHL Emery (Emery Wrldwide Freight) FedEx - Federal Express An additinal 'Nt Identified' carrier has been autmatically included fr deliveries that dn't really fit r fr a carrier that hasn't been added when the package arrives. Nt Identified is the default ptin and shws up n the ntificatins as N/A. Fr example, deliveries f flwers frm a flwer shp culd leave the Package Carrier as 'Nt Identified' and the real name can be entered in the 'Cmments' sectin as the package is received. T add r edit the list f carriers, frm the initial menu select the Carriers/Shippers link. T add a new Carrier t the list, click n the [Add New Carrier] buttn. As yu cmplete the 'Shrt Name' entry, try t keep the length f the text shrt, but descriptive. It is the 'Shrt Name' entry that will be used in the resident ntificatins. T edit r delete an existing Carrier, Page 6 f 29

7 select the desired Carrier by clicking n 'Select'. Once selected, yu can edit, add cmments r delete the recrd. Package Types: [Admin Menu Tab]. Package types help t indentify t the resident the type f package they will receive. Initially, the fllwing types will be included: Bx Large Bx Small Certified Express Mail Flwers Letter Next Day Pririty Mail Registered The prgram will autmatically add a 'Nt Identified' cde t the 'Package Types' fr packages that dn't fit the available cdes. The Nt Identified cde is the default cde. If the Nt Identified ptin is used, the Package Type will shw up as 'N/A' n Ntificatins. T add a new type, merely enter it in the input field and click n the [Add] buttn. T remve a cde, merely select it frm the drp dwn list and click n the [Remve Selected] buttn. In the image abve, ntice the drp dwn list bx labeled Navigatin. On smaller devices, like a smart phne r small tablet, the main tp menu that nrmally appears is autmatically changed t a drp dwn list bx. The rest f the screen will stay ttally readable. Page 7 f 29

8 Receiving Rm Lcatins: [Admin Menu Tab]. Yu can set up multiple receiving rms/lcatins where the packages are received r stred. T add r edit the list f lcatins, frm the initial menu select the Receiving Lcatins link. T add a new type, merely enter it in the input field and click n the [Add] buttn. T remve a cde, merely select it frm the drp dwn list and click n the [Remve Selected] buttn. Receiving Rm Strage Lcatins: [Admin Menu Tab]. Yu can als set up multiple strage areas within yur receiving rms. Page 8 f 29

9 Receiving Rm Staff: [Admin Menu Tab]. These are the individuals that will be receiving and delivering packages t residents. Receiving rm staff is setup by and maintained by yur Administratr. Frm the main menu, select Receiving Rm Staff. Fr each individual that will be entering, yu will need: First Name Last Name Phne Number Ok t Text. Yes = the phne number entered can receive a text message. Address if available. The lst passwrd link will nly wrk if an address is entered. Any address entered must be unique t yur assciatin/cmpany. User Name designated by yu. If there is an address, we suggest that yu enter it as the user name. The user name entered must be unique t yur assciatin/cmpany. Passwrd Yu must give the staff member a passwrd. The passwrd must be unique and have a minimum f 8 characters. The passwrd entered must be unique t yur assciatin/cmpany. Lcatins enter the lcatins where the staff member will be receiving packages. The available lcatins were designated by yu in the Receiving Rm Lcatins sectin abve. Fr access t all lcatins, leave this entry blank. Page 9 f 29

10 Residents Add/Edit: [Admin Menu Tab]. Residents will need t be added t the system as they mve int the building, deleted when they mve ut f the building, r edited if there is a change in phne number, address, etc. A resident can be fund by unit number, last name r address. When the list appears, merely select the resident that yu wish t edit r delete. T add a new resident, click f the [Add New Resident] buttn. Additinal details can be fund in the help sectin lk tp right fr [Help]. Page 10 f 29

11 Search by Name r Unit: On mst screens that require finding a resident r unit, a screen similar t the fllwing will appear As either the name r unit number is typed in, a list will appear after the first character is entered. The mre characters that are typed, the shrter the list will becme. At any pint when the desired resident is fund, the can be selected by mving the cursr t the item and pressing the <Enter> key, duble clicking n the item with the muse r tapping n the item when using a tuch screen device. If yu are using a mbile device, the navigatin bar appears as a drp dwn list like in the image abve. On the page that fllws, the regular desktp tabbed menu appears in the image. Page 11 f 29

12 Receive Packages fr a Resident, [Receiving Menu Tab] Start by selecting a Resident either by selecting frm the "Name" r "Unit" list. The nly difference between the lists is the rder in which the items are srted. The mre characters that yu type, the shrter the list will becme. After selecting a Resident, press the [Tab] key t prceed t the next screen. As yu type mre characters, the list will becme shrter. A new screen will appear where yu will enter package infrmatin. The fcus will autmatically place the cursr in the tracking number input bx. Using yur barcde scanner, scan the tracking number barcde. The tracking number shuld then appear in this input bx. If the barcde appears readable but the scanner wn't read it, the barcde yu are scanning may nt be the tracking number barcde. If the barcde scanner wn't scan the tracking number barcde. What d I d? If the tracking number barcde is damaged, marked, r therwise unreadable by the barcde scanner, yu will have t manually type in the tracking number thrugh the keybard. If yu are manually entering the tracking number, please use extreme care and recheck the number after yu finish making the entry. Page 12 f 29

13 What if there is n barcde r I can't determine which barcde t use? There is a buttn called [Create Tracking Number] that will create a unique tracking number fr the selected resident. When the package is delivered t the resident, merely find the resident by name r unit number and click the buttn If yu use this ptin, the frmat f the created tracking number will be as fllws... First Initial f Last Name First Initial f First Name Unit Number 2 Digit Year 2 Digit Mnth 2 Digit Day 2 Digit Hur 2 Digit Minute 2 Digit Secnds Millisecnds Beginning after the name entry, each subsequent entry is separated with a '.' (perid character). Using ne f the entries in ur dem file, the resulting tracking number wuld be WG Befre placing the package in strage, we suggest that yu write the ' ' part f the number n the package t help identify in the future. After entering the Tracking Number, press the [Tab] key t prceed t select the package carrier/shipper. Carrier: Yu can manually select the package carrier, but we will attempt t aut-detect it frm the tracking number entered by the scanner. Lcatin: The lcatin where the package was received r stred. Since this entry will seldm change, the last change yu make will be autmatically saved fr the next package entered n the same cmputer. Cmments: The cmments sectin is t recrd any special ntes r instructins. Watch the length f the text that yu type int the Cmments field, there may be sme limitatins. The number f characters typed will be shwn as yu enter yur cmments. The full cmments field will be included in all ntificatins. Only the 1 st 80 characters (r less) will be included in a text message ntificatin. The maximum number f characters in a single text message is 160. The remaining characters will be used t identify the package type, carrier and lcatin. If the package is marked as urgent/perishable, yu shuld indicate that accrdingly in the cmments sectin. If any f the ther special handling situatins apply, indicate them as well. If the package appears damaged r tampered with, yu shuld write a nte indicating the package cnditin in the cmments sectin. Yu can als include any ther pertinent ntes. The infrmatin in the Cmments sectin will be included in the ntificatin sent t the package recipient. Page 13 f 29

14 If a resident receives multiple packages, d I have t lg them in separately? Yes, all packages are lgged in ne at a time, even if a persn received multiple packages. Mst packages shipped thrugh the US Pstal Service will nly have ne barcde n the package. The USPS refers t them by different names, but they are essentially the package s tracking number. These tracking numbers may be printed n the shipping label itself r may be separate labels. Packages shipped thrugh UPS r FedEx typically have mre than ne barcde printed n the shipping label. The tracking number barcde is typically the largest/tallest barcde n the label. The name n the package des nt exactly match the name n the ppped-up list, what shuld I d? Use yur best judgment in cases where the name n the package des nt exactly match the name n the ppped-up list. If there is any dubt abut the recipient s identity, search fr the resident, verify the identity using ther pieces f available infrmatin and prcess the package frm there. Page 14 f 29

15 Deliver a Package, [Receiving Menu Tab] Electrnic Delivery by Tuch Screen r Tpaz Pad, [Receiving Menu Tab] The first screen that yu will see cntains three pssible ways t find packages fr a resident. 1. Select Resident by Resident Name This is the same as the next ptin except that the list f residents will appear srted by Last Name. Nte: Only residents with packages will be included in this list. As yu type mre characters, the list that appears will becme shrter. Type a J and yu will see a list f all last names that start with J. Type J and the list will nly include names that start with J. 2. Select Resident by Resident Unit This is the same as the previus ptin except that the list f residents will appear srted by Unit Number. Nte: Only residents with packages will be included in this list. As yu type mre characters, the list that appears will becme shrter. 3. Use yur muse t place the cursr in the Package ID input bx. Take yur barcde scanner and scan any f tracking number barcde n packages t deliver t that resident. The tracking number shuld then appear in this input bx. Nte: This ptin is nly available if initially yu scanned the tracking number. The next screen t appear will cntain a list f all packages available fr the resident t pick up. Packages available t the resident are based n hw the package was received and wh it was assigned t at the time f receipt. Any cmments entered when the package was received will als appear n the screen. Page 15 f 29

16 Each pending package fr the selected resident will appear in the list. Immediately t the right f the checkbx is the package lcatin and the strage area fr the package. T select the packages t deliver, merely add a check t any r all f the check bxes and press the [Get Signature] buttn. T cancel and return t the previus screen, use the [Cancel] buttn. Page 16 f 29

17 The last step in the prcess is t get the resident signature and acknwledgement. If mre than ne package was selected in the previus step, the signature will be applied t all selected packages. Tuch Screen: The resident can sign using the muse r their finger by drawing their signature with their finger in the yellw bx that appears n the final screen. Pressing the [Accept] buttn is the final step and the packages can be delivered t the resident. The signature in the image belw was taken using the cmputer s muse. Tpaz Pad: The Tpaz pad will clear and reappear with a signature line, a Clear link and an Accept link. The resident will use the stylus t add their signature and then tap n the Accept link t cmplete the transactin Use the [Clear/Reset] Buttn t reset the signature area. Press the [Cancel] buttn t return t the previus screen. Page 17 f 29

18 Manual Delivery, [Receiving Menu Tab] Only Residents that have pending packages will be fund during the search. The first screen that yu will see cntains three pssible ways t find packages fr a resident. 1. Select Resident by Resident Name This is the same as the next ptin except that the list f residents will appear srted by Last Name. Nte: Only residents with packages will be included in this list. As yu type mre characters, the list that appears will becme shrter. Type a J and yu will see a list f all last names that start with J. Type J and the list will nly include names that start with J. 2. Select Resident by Resident Unit This is the same as the previus ptin except that the list f residents will appear srted by Unit Number. Nte: Only residents with packages will be included in this list. As yu type mre characters, the list that appears will becme shrter. 3. Use yur muse t place the cursr in the tracking number input bx. Take yur barcde scanner and scan any f tracking number barcde n packages t deliver t that resident. The tracking number shuld then appear in this input bx. Nte: This ptin is nly available if initially yu scanned the tracking number. The next screen t appear will cntain a list f all packages available fr the resident t pick up. Packages available t the resident are based n hw the package was received and wh it was assigned t at the time f receipt. Any cmments entered when the package was received will als appear n the screen. T select the package t deliver, merely add a check t the check bx and press the [Cntinue] buttn. T cancel and return t the previus screen, use the [Cancel] buttn. Since this is a manual transactin and n signature is gathered, the Ntes sectin must be cmpleted. Suggested entries include the name and unit number f the persn picking up the package. The date and time will autmatically be recrded. Pressing the [Save] buttn is the final step and the packages can be delivered t the resident. Use the [Clear] Buttn t reset the signature area. Press the [Cancel] buttn t return t the previus screen. Page 18 f 29

19 Returned/Misplaced, [Receiving Menu Tab] Only Residents that have pending packages will be fund during the search. The first screen that yu will see cntains three pssible ways t find packages fr a resident. 1. Select Resident by Resident Name This is the same as the next ptin except that the list f residents will appear srted by Last Name. Nte: Only residents with packages will be included in this list. As yu type mre characters, the list that appears will becme shrter. Type a J and yu will see a list f all last names that start with J. Type J and the list will nly include names that start with J. 2. Select Resident by Resident Unit This is the same as the previus ptin except that the list f residents will appear srted by Unit Number. Nte: Only residents with packages will be included in this list. As yu type mre characters, the list that appears will becme shrter. 3. Use yur muse t place the cursr in the tracking number input bx. Take yur barcde scanner and scan any f tracking number barcde n packages t deliver t that resident. The tracking number shuld then appear in this input bx. Nte: This ptin is nly available if initially yu scanned the tracking number. The next screen t appear will cntain a list f all packages available fr the resident t pick up. Packages available t the resident are based n hw the package was received and wh it was assigned t at the time f receipt. Any cmments entered when the package was received will als appear n the screen. Yu may nly prcess ne package at a time in this sectin. T select the package t deliver, merely add a check t the check bx and press the [Cntinue] buttn. T cancel and return t the previus screen, use the [Cancel] buttn. Set the status cde. Available cdes are Returned, Missing and Deleted. Since this is a manual transactin and n signature is gathered, the Ntes sectin must be cmpleted. The date and time will autmatically be recrded. Pressing the [Save] buttn is the final step and the packages can be delivered t the resident. Use the [Clear] Buttn t reset the signature area. Press the [Cancel] buttn t return t the previus screen. Page 19 f 29

20 Resident Lkup, [Receiving Menu Tab] If yu have added hme, cell and/r wrk phne numbers and are using, r planning n using, the Resident Lk Up feature f the applicatin at yur frnt desk, yu will nw find a new Permissin t Enter sectin available. After entering the website, use the [Admin] menu link and select Permissin t Enter. Currently entries must be recrded by yur management ffice. The next enhancement will ptinally allw residents with either r text ntificatins t lg in and make their wn changes. Permissin t Enter Entries are made just like the package pickup authrizatins. Any permissin t enter recrds fr a resident will appear autmatically when the resident is selected under Resident Lk Up. The maximum time perid fr a Permissin t Enter recrd is 365 days. Thirty days prir t the expiratin date, a message will be sent t the resident ntifying them hw t update the recrd if it is t cntinue. Resident Needs Assistance Recrds can be maintained fr thse residents that need special assistance during an emergency like a fire, building evacuatin, etc. Recrds maintained autmatically appear in the Guest Bk sectin f this prgram as well as the Resident Lkup sectins f bth PackageTrack.net and ResidentNtify.net Summary reprts are als available that may be printed r viewed n the screen. Page 20 f 29

21 Reprts, [Reprts] Menu Tab 1. Pending Packages: Administratrs and Staff. This page displays a list f Packages that are available resident pickup. This reprt includes any cmments recrded when the package is received. This list als shws the carrier, lcatin, address, phne number and tracking number. This reprt is designed t be available t the administratrs and receiving rm staff fr additinal fllw-up purpses. This reprt als cntains a direct link exists t deliver a package t the resident. After clicking n the + sign preceding the resident s unit number, a delivery link jumps directly t the delivery pages withut having t lk up the resident a secnd time. 2. Package Table: Administratrs and Staff. A reprt that prduces a clr cded list f packages that cntains just the unit number and carrier. There are 72 packages (18 rws and 4 clumns per rw) per page. If there are mre than 72 packages pending, there will be a pager at the abve the table. Packages are srted by unit and then by date received. This reprt is als available as a web service fr an assciatin t integrate int their website r kisk. This is the same basic reprt that is available as a PDF file belw. 3. Package Statistics: Administratrs Only. Statistics can be filtered based n a date range fr all residents r ne resident and lcatin where the package was received. The reprt will give yu a summary cunt by package status cde based n the filters used. At the bttm f the Package Statistics reprt is a summary f average pending time fr currently pending packages and an average time between receipt f a package and delivery f the package t the resident. Page 21 f 29

22 4. Package Archive: The archive cntains all packages received int the PackageTrack.Net system. This reprt can be filtered by date range, all residents r ne resident and further filtered by the package status cde and lcatin where it was received. Fr individual packages that have been delivered electrnically, the signature f the recipient will als be displayed. 5. PDF Reprts: These reprts are designed t be printed r ed t the administratr fr printing. Package Table: A reprt that prduces a clr cded list f packages that cntains just the unit number and carrier. There are 160 packages (4 clumns and 40 rws) per page. If there are mre than 160 packages pending, there will be multiple pages in the PDF file. This reprt is gd fr psting in a public area as a means f ntifying residents. This reprt is sent t yu daily at apprximately 4pm. This reprt may als be prduced by building zne. Package Lgs: A reprt that cntains a list f pending packages (25 per page) designed t be used if the manual delivery ptin is selected. When packages have been received and all delivered packages have been entered int the PackageTrack.Net system. The reprt will cntain packages still pending at the pint the reprt is generated. USPS Resident List: A list f residents srted by bth unit number and last name can als be prduced fr yur USPS mail carrier t help with prper mail delivery in yur assciatin. This reprt may als be prduced by building zne. Page 22 f 29

23 Frequently Asked Questins [FAQ]: This is the same infrmatin cntained in the FAQ tab n the website. The website will always cntain the mst current versin. Q. Brwser: What brwsers will give me the best user experience? A. This website is designed fr, and yu will get the best user experience if yu are using, a mdern brwser like Micrsft's Internet Explrer 9 (r higher) r the latest versin f Safari, Firefx, Opera r Ggle's Chrme. We have als checked the website fr the iphne, ipd, ipad & Andrid. Q. Manual Delivery: What d I d if the cmputer is dwn and I need t deliver a package t a resident? A. T manually deliver a package in the PackageTrack.Net system, use the "Deliver, Manual" menu ptin. When yu arrive, select the resident r enter the tracking number. When the next screen appears, put a check mark in the bx f the package that was delivered and click the [Cntinue] buttn. Set the Status t "Delivered Manually", enter an explanatin in the Ntes field and click n the [Save] buttn. When the transactin is cmplete yu will be returned t the initial "Deliver, Manual" screen. Yu wuld als use this ptin fr 'Lst' r 'Returned' packages. If yu are manually delivering packages, yu will prbably want t get the signature f the resident n a paper lg file. There is a sample that can be used in the PDF Reprts sectin. Q. Multiple Receiving Rms - Hw d we designate multiple receiving rms r package strage areas? A. Part f the setup invlves setting up yur receiving rm lcatins. Fr example, we have tw receiving areas that bth receive packages. Our nsite dry cleaner receives USPS and UPS packages and the Frnt Desk receives all thers. We setup bth areas under Administratin -> Package Cdes. This is the same area used t define varius package types. Q. Bunces - Hw d yu help with bunces? A. Unless yu have a very gd list that is used frequently, there will be bunces. At apprximately 4pm daily, we will frward a list f addresses that experienced a hard bunce since the previus day. Hard bunces typically ccur when the address isn t valid. It is imprtant t crrect r remve bad addresses as sn as pssible. Page 23 f 29

24 Q. Ntificatins: Hw are residents ntified when a package arrives? A. The standard methd t ntify a resident that a package has been received is by . There is als a summary f packages available in PDF frmat that can be printed and psted in a public area. There are als tw ther ntificatin ptins. The ntificatin can be sent by text message t a designated phne number r by vice message t a designated phne number. At ur assciatin, we have an internal TV channel (TV195) that is cnstantly updated thrugh an available PackageTrack.Net web service. As packages are received they appear and as packages are delivered that are remved frm the list. Q. Package Archive: Is there any easy way t view all packages that are in the PackageTrack.Net system? A. Under 'Reprts', select "Package Archive". This reprt can be generated based n a date range, all residents r ne resident and further filtered by the package status cde and receiving rm. The table that appears may be expandable ffering mre details than first appears. If there is a large plus (+) sign, click fr mre details. Clicking n Select link shws all the details fr the selected package including reprducing the signature taken at delivery. Q. Package Delivery: Wh must sign fr a package when it is delivered? A. This generally depends n yur assciatin s prcedures. Generally yu want the persn t whm the package is addressed (the recipient) t sign fr the package. Hwever, there can be exceptins. Fr example a spuse culd nrmally sign fr their spuse. Yu culd als implement a prcedure s that the recipient can designate smene in writing that will pick up their packages during a designated time perid. Other pssibilities culd include a resident child picking up a package fr their parents. If the child is under age 21, yu shuld als make sure that the package desn't require an adult's signature. Q. Package Pickup: Des the persn that is n the address label have t sign fr the Package? A. The rules will vary by assciatin s start by checking with the prperty manager. At ur assciatin we will allw smene ther than the persn that the package is addressed t pick up the package as lng as the persn picking up the package has signed authrity frm the persn wh wuld nrmally pick up the package. We als allw ne spuse t pick up the package fr the ther spuse. We als allw their resident child t pick up the package fr them unless there is an adult signature required. When a package is picked up, there is a ntificatin sent t the package recipient stating that the package has been picked up. Q. Package Statistics: Is there any easy way t view package statistics? Page 24 f 29

25 A. Under 'Reprts', select "Package Statistics". Statistics can be generated based n a date range fr all residents r ne resident, and/r receiving rm lcatin. The reprt will give yu a summary cunt by package status cde. At the bttm f the Package Statistics reprt is a summary f average pending time fr currently pending packages and an average time between receipt f a package and delivery f the package t the resident. Q. Paper Reprts. What reprts are available that can be printed? A. Under the reprt ptins, try the "PDF Reprts" link. These reprts may be printed r ed t the administratr. 6. Package Table: A reprt that prduces a clr cded list f packages that cntains just the unit number and carrier. There are 160 packages (4 clumns and 40 rws) per page. If there are mre than 160 packages pending, there will be multiple pages in the PDF file. This reprt is gd fr psting in a public area as a means f ntifying residents. 7. Package Lgs: A reprt that cntains a list f pending packages (25 per page) designed t be used if the manual delivery ptin is selected. When packages have been received and all delivered packages have been entered int the PackageTrack.Net system. The reprt will cntain packages still pending at the pint the reprt is generated. Q. Return a Package: Hw d I enter a package that was returned? A. T return a package in the PackageTrack.Net system, use the "Deliver, Manual" menu ptin. When yu arrive, select the resident r enter the tracking number. When the next screen appears, put a check mark in the bx f the package t return and click the [Cntinue] buttn. Set the Status t "Returned", enter an explanatin in the Ntes field and click n the [Save] buttn. When the transactin is cmplete yu will be returned t the initial Deliver, Manual screen. Yu wuld als use this ptin fr 'Lst' r 'Manually Delivered' packages Q. Security: Hw secure is PackageTrack.Net A. Secure Sckets Layer [SSL] is the first layer f security fr the PackageTrack.Net website. All pages in the member s sectin f the website use SSL when transmitting data t and frm the server. The SSL certificate uses 128 bit encryptin. In additin t SSL, there are at least tw ther security layers perating within PackageTrack.Net system. Page 25 f 29

26 Change Lg [FAQ]: This sectin cntains changes and updates added and nt cvered in the dcumentatin. 3/2/2014, Will Call Last week we received a really gd idea fr a PackageTrack enhancement frm Sara... Thanks. PackageTrack was great at handling packages that were t be delivered t a resident, but really wasn't designed fr a resident t drp ff an item fr later pick up by either a resident r nn-resident. There is nw a new sectin aptly named "Will Call" that appears in the main menu and als appears as a link n the hme page. This sectin allws a resident t drp ff an item fr later pick up. When the item is entered int PackageTrack, n ntificatin is sent. When the item is picked up, the resident will receive a ntificatin that the drpped ff item was picked up. As with the nrmal package receiving ptin, there is als the ability t delay sending the ntificatin t the resident when the item is picked up especially useful if the item is picked up during late evening r early mrning hurs. As with package receiving ptins, delayed ntificatins are autmatically sent at 8am, Nn and 4pm This new ptin is available if yu are using either a tuch screen device r the Tpaz Web Pad ptin. If yu are still using the riginal "Deliver, Tpaz Pad" ptin, please let me knw s that we can get yu wrking with the newer "Deliver, Tpaz Web Pad" ptin. 2/6/2014, Package Pickup Authrizatins There was an errr fund in the package pickup authrizatins - the date srt rder was ff and the result was that authrizatins were nt being displayed prperly - Mike thanks fr yur input! The errr has been fixed. Display Change: We als changed the way that Package Pickup Authrizatins are used at package delivery. It is n lnger necessary t t search frm the "Pickup Authrizatins" link n the Receivingmenu. Any Package Pickup Authrizatins fr a resident will nw appear autmatically n each f the delivery screens just belw the list f packages and abve the [Get Signature] buttn. Please infrm yur staff members that use Package Track f the new enhancements. 1/24/2014, 14 Mnth Chart There is a new reprt available that gives a graphic view f packages received ver the current and previus 13 mnths. The infrmatin shuld be helpful in terms f viewing packages received ver time and cmparing the current mnth with the same mnth in the previus year. 1/21/2014, [Save/Delay/Deliver] Fr buildings that hand deliver their packages and dn't require a signature, we added a new buttn n the "Receive Packages" page. See the ntes belw fr 11/27/2013. The buttn when visible is red, is psitined at the bttm f the page and is labeled [Save/Delay/Deliver] If this buttn is used, the package infrmatin will be saved, ntificatin t the resident will be delayed and the package will be marked as manually delivered. This buttn is currently hidden. If access t this buttn wuld be useful t yur receiving area let us knw and we will make it visible. Page 26 f 29

27 12/09/2013, [Save/Delay/Grup] The [Delay Ntificatin] buttn n the "Receive Packages" page has been changed t [Save/Delay/Grup]. If using this buttn, package infrmatin will be saved and messages t the resident will be gruped and sent as ne ntificatin message. Fr example, if 3 packages are entered fr ne resident using this buttn, the infrmatin n all 3 packages will be gruped int ne ntificatin message. All delayed messages will als be treated as gruped messages. Gruped Ntificatin messages can be manually sent using the "Send Delayed/Gruped" page. These delayed/gruped ntificatin messages will als be sent autmatically at 8AM, Nn and 4PM. With this change, deliveries made with a signature pad r tuch screen will als be gruped if there are multiple packages that are delivered at any ne time. As f right nw, any packages delivered manually will receive ne ntificatin fr each package. We are hping t implement the single message n manual deliveries by the end f the week (cmpleted n 12/10/13). Since all f ur traffic is utbund and we receive n inbund messages, all utging messages als nw cntain a "D Nt Reply" type message. If the carrier r package type is "Nt Identified", the default values, they will nt be included in any messages. 11/27/2013, [Save/Ntify/Deliver] Fr buildings that hand deliver their packages and dn't require a signature, we added a new buttn n the "Receive Packages" page. The buttn when visible is red, is psitined at the bttm f the page and is labeled [Save/Ntify/Deliver] If this buttn is used, the package infrmatin will be saved, the resident will be ntified and the package will be marked as manually delivered. This buttn is currently hidden. If access t this buttn wuld be useful t yur receiving area let us knw and we will make it visible. 11/17/2013, Resident Ntificatin by and Text A resident can nw select t receive ntificatins by bth and text message. This ptin can be selected fr a resident by selecting [Admin] frm the menu, then select [Residents]. Find the desired resident and select "Ntify By" and change the ptin t " & Text". Other cmbinatins like text and vice and/r and vice are nt available. 11/03/2013, Resident Status On the screen where yu add r edit residents, there is a new drp dwn bx where yu can designate smene as Yes=Resident r N=Nn-Resident. We suggest that yu use this entry when ne f yur residents mves rather than actually deleting the resident. Once this change is made, the resident will n lnger appear in the receive packages list, but will cntinue t appear in the deliver package list fr 10 days after the change has been made. Using 10 days shuld accmmdate anyne that still has a package t pick up after they mve frm yur building. Nn-Residents will als be available fr a minimum f 2 years after being designated as a nn-resident under the Package Archive reprt. Page 27 f 29

28 Index A Admin Lcatins, Receiving Rm Strage Lcatins... 8 Package Types... 7 Receiving Rm Lcatins... 8 Receiving Rm Staff... 9 Residents Add/Edit Administratr... 5 Administratrs... 9 Authrizatin, Package Pickup... 5 C Carrier... 5 Carriers/Shippers... 6 Change Lg Mnth Chart Ntificatin by and Text 27 Pending NtifyBy=Nne Pickup Authrizatins Resident Status Save/Delay/Deliver Save/Delay/Grup Save/Ntify/Deliver Will Call D Database Package Pickup Authrizatins 4 Resident Database... 4 Database... 4 Definitins/Terms... 5 Delivery, Electrnic Delivery, Manual Drp dwn list bx... 7 E Electrnic Delivery F FAQ... 23, 26 Frequently Asked Questins H Hardware Barcde Scanner... 3 Tuch Screen... 3 Hardware Tpaz SigLite... 3 Hardware/Equipment... 3 L Lcatins, Receiving Rm... 8 M Misplaced r Lst Packages N Navigatin... 7 Ntificatins P Package Archive Package Lgs Package Pickup Package Reminders... 6 Package Statistics Package Status Cdes... 5 Package Table PackageType Nt Identified... 7 Paper Reprts Passwrd Change... 5 PDF Reprts... 3, 23, 25 R Receiving Manual Delivery Permissin t Enter Receive Packages Page 28 f 29 Resident Lkup Returned Packages Receiving Deliver Packages Receiving Rm Lcatins... 9 Receiving Rm Staff... 5 Reprts Package Archive Package Statistics PDF Package Lgs Package Table USPS Resident List Pending Packages Table f Pending Packages Reprts Resident Needs Assistance Resident Ntificatins... 6, 24 Respnsive Website... 2 Rles... 2 S Search by Name by Unit Security & Rles... 2 Security & SSL, Secure Sckets Layer... 2 Setup Administratr Infrmatin... 6 Carriers Nt Identified... 6 Cmpany/Assciatin Infrmatin... 6 Setup... 6 Setup Carriers... 6 Sftware... 2 SSL... 2 T Terms/Definitins... 5 Tpaz Pad Tpaz Signature Pad... 5 Tuch Screen... 3, 5, 15, 17

29 Page 29 f 29