CARGO TRACKING MANUAL. How to use the Cargo Tracking System CTS

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1 CARGO TRACKING MANUAL How to use the Cargo Tracking System CTS

2 Table of Contents Welcome at our Cargo Tracking System (CTS)... 2 Navigating the manual... 2 How to access the Cargo Tracking System CTS... 3 Customers: Log-in to your account... 3 New users: How to register an account... 4 Forgot your password: What to do?... 6 CTS main screen... 7 How to find your cargo... 8 Quick search with your tracking code... 8 Alternative searches... 8 The standard search and its options... 9 The extended search: Fine-tuning search results in advance Options of the search screen Your tracking results Customizing the results screen Sorting data Navigating through multiple list pages Choosing the number of rows displayed Choosing the columns to be displayed Action Buttons The Search button The Export to Excel button The Print Report button The Help button On-Screen information and Options Session information How to end a CTS session Helpline Contact Softship AG 1

3 WELCOME AT OUR CARGO TRACKING SYSTEM (CTS) The Cargo Tracking System, or CTS, gives you 24/7 access to tracking your cargo. This manual will help you find your way around the tracking system and get the desired results quickly. NAVIGATING THE MANUAL To give you easy access to all help topics within the document, the table of contents and any references made throughout the text are hyperlinked. We used symbols to mark important steps and passages: Illustrates the sequence of user actions on a screen General information or hint Important information or hint Info Indicates areas of interest on a screen with quick-info 2012 Softship AG 2

4 HOW TO ACCESS THE CARGO TRACKING SYSTEM CTS The protection of data, private or corporate, is important to us. For this reason a registration and log-in are required. Only registered users have access to the Cargo Tracking System. Customers: Log-in to your account 1. If you already have an account and user credentials, type your user name and password into the respective fields. 2. Then hit enter or click the Login button Softship AG 3

5 New users: How to register an account 1. Click the Register button. You will see the registration form shown below. Please note that all fields marked with * are mandatory for the registration. 2. Enter your first name and last name. 3. The Login name will be the name you log into CTS with. We recommend to use your address as login name Softship AG 4

You will then receive an email with a confirmation link. 6.

6 4. Type the graphical code into the field Enter code below. This is a precaution against spamming. 5. After having completed the form, click Continue. You will then receive an with a confirmation link. 6. In order to complete your registration simply follow the link in the confirmation . Congratulations! Now you are an authorized CTS user Softship AG 5

7 Forgot your password: What to do? If you forgot your password, you can request a new one in four simple steps: 1. Click the button Forgot Password. A new screen will open where you can request a new password by Enter your user name (login name) 3. Enter the numbers of the graphical code as a spam protection 2012 Softship AG 6

4. Click Send email to request a new password or Back to Login to abort the process.

CTS MAIN SCREEN After having successfully logged into the Cargo Tracking System you will see the screen shown below.

8 4. Click Send to request a new password or Back to Login to abort the process. You will receive an with a new password. CTS MAIN SCREEN After having successfully logged into the Cargo Tracking System you will see the screen shown below. We will explain each of the sections in detail further on. information on your current session log out action buttons search criteria tracking results area; empty on first access navigation and viewing options for the tracking results 2012 Softship AG 7

How to find your cargo Quick search with your tracking code You will find your cargo through a tracking code you received from our customer service.

9 How to find your cargo Quick search with your tracking code You will find your cargo through a tracking code you received from our customer service. This code can either be a container number, a VIN or a special tracking reference. 1. Enter your tracking code 2. Click the Search button or hit ENTER This quick search produces a search result where the shipment with your specific tracking code will be displayed. If you need to see several shipments, choose one of CTS alternative searches. Alternative searches You can also search for a booking or a B/L number. Enter either of these in their respective fields, then click the Search button or hit ENTER : The search result will show all cargo related to your booking, respectively your B/L Softship AG 8

starts with your search term is at the beginning of the sought data record 3. is equal to your search term is identical to the sought data record 4.

10 The standard search and its options The standard search criteria are 1. Container No./Tracking reference/vin 2. Booking number 3. B/L number You can alter your search results by choosing one of the search filters: 1. contains your search term is part of the sought data record 2. starts with your search term is at the beginning of the sought data record 3. is equal to your search term is identical to the sought data record 4. is not equal to the sought data record does not contain your search term 5. is empty shows all data records where this criterion is empty; no search term needed 6. is not empty shows all data records where this criterion is set; no search term needed The search options for dates differ from those listed above and reflect the specific, timerelated wording: When all search criteria are set, click the Search button or hit ENTER Softship AG 9

The extended search: Fine-tuning search results in advance If you need different or more search filters than the

click the arrow to open extended search The search area will expand and display all available options: You can

Options of the search screen If you are a regular user of CTS, you might want to customize the search screen

11 The extended search: Fine-tuning search results in advance If you need different or more search filters than the standard filters, you can use the CTS extended search with a click on the arrow to the right of the search area. click the arrow to open extended search The search area will expand and display all available options: You can set each of the search filters as described for the standard search. Options of the search screen If you are a regular user of CTS, you might want to customize the search screen according to your needs. You can do so by selecting the search options to the upper right of the window. customize your personal search screen 2012 Softship AG 10

12 The following drop-down will appear, where you can customize your search section: 1. Select which filters should be visible and which should not by checking/unchecking the check box to the left of each filter 2. Select which filters should be displayed in the Standard and Extended sections by dragging the filters with the mouse or by moving them with a click on the blue arrows to the right. 3. When you made your choices you can a. Click to apply your changes for your current session. b. Click to set the changes as your default. c. Click to close the drop-down without affecting the changes Softship AG 11

Your customized search sections window might

drag it to the position where you want it to

13 Your customized search sections window might look like this: You can also change the sequence of search filters by drag-and-drop. Grab a filter with your left mouse button and drag it to the position where you want it to appear: drag a filter with your mouse 2012 Softship AG 12

14 Here are two examples of customized search sections and how they might look on the CTS screen. A minimized standard search Standard search with multiple filters Your tracking results After you specified your search filters and hit enter, CTS collects all data records that fit the selected criteria, and presents them as a list. The screen below shows a typical search result with a tracking reference as criterion: 2012 Softship AG 13

Sorting data By default the latest event is at the top, the earliest at the bottom.

15 A left-click on the Container No./Tracking Reference/VIN displays additional information about the shipment: Customizing the results screen Sorting data By default the latest event is at the top, the earliest at the bottom. A small arrow next to the column header indicates the sorted column, which is the date column in this example. sorted by date With a mouse click on any of the underlined column headers you can custom-sort your data according to your needs. The small arrow will always appear next to the chosen column s header. The direction of the arrow reflects the sorting sequence: top to bottom or bottom to top Softship AG 14

16 Navigating through multiple list pages If your search result takes up more than one page, you can navigate between pages with the arrow buttons at the bottom of the list: Seen from left to right, a button click jumps to the first page, the previous page, the next page and the last page. go to first page go to previous page go to next page go to last page When you let the mouse pointer hover over one of the buttons you will get tooltips helping you. Choosing the number of rows displayed You can customize the results screen to show only the columns you are interested in and the number of rows displayed. column and row options 2012 Softship AG 15

Select the columns you want to see by checking / unchecking the check boxes next to the columns names: Save your options or

17 Choose the number of rows to be displayed from the drop-down menu: choose the number of rows Choosing the columns to be displayed Click on the columns selector button. Select the columns you want to see by checking / unchecking the check boxes next to the columns names: Save your options or exit from the selector window: a. Click to apply your changes for your current session. b. Click to set the changes as your default. c. Click to close the drop-down without affecting the changes Softship AG 16

It will deliver a list with all events correlating to the criteria.

18 ACTION BUTTONS At the top of the page are four action buttons to control CTS: What do they do? The Search button The search button initiates a database search with regard to the search criteria you choose. It will deliver a list with all events correlating to the criteria. The Export to Excel button When you are satisfied with the search result produced, you can export the resulting list to Excel for backup or further processing. 1. Click the Export to Excel button 2012 Softship AG 17

Please note that the Save -dialogue might look different on other versions of the Microsoft

19 2. Choose Open or Save from your browsers download options. Your result list will be transmitted to Microsoft Excel automatically. Please note that the Save -dialogue might look different on other versions of the Microsoft Internet Explorer or different web browsers. This is an example of how a tracking result will look like in an Excel sheet Softship AG 18

20 The Print Report button The Print Report button creates a printable report from the selected shipment s booking or B/L data in a separate browser window. 1. Select the shipment to be printed 2. Click the Print Report button The report has a PDF format and can be treated as such: save, print or your report 2012 Softship AG 19

The Help button The help button displays this document. If you have questions not answered in this help file, please feel free to contact our customer service.

21 The Help button The help button displays this document. If you have questions not answered in this help file, please feel free to contact our customer service. ON-SCREEN INFORMATION AND OPTIONS Session information As a part of the CTS header you find all important session information displayed: 1. The name of the user currently logged in 2. The date and time since the user logged in 3. The user s respective company How to end a CTS session When you end your CTS session, we strongly recommend for security reasons not only to close your browser window, but actively log out of the system by clicking Logout : click to log out 2012 Softship AG 20

22 HELPLINE If you are in doubt what to do or have questions about CTS, please contact us at Phone +49 (0) Fax +49 (0) CONTACT Softship AG, Germany (Head Office) Notkestr Hamburg Germany Phone +49 (0) Fax +49 (0) General enquiries Sales enquiries softship@softship.com sales@softship.com 2012 Softship AG 21

Administrator Quick Guide

1 Administrator Quick Guide Login Screen The first page employees will see when visiting their training site is the login screen. This is where employees must enter their username and password to access