Quick Reference Guide» unit train

Quick Reference Guide» unit train

AccessNS Unit Train Quick Reference Guide Contents Unit Train...1 Contents of the Unit Train Dropdown Menu...1 Helpful Tools...2 Filter Panel Overview...2 Checkbox Filter...2 Date Filter...3 Dropdown Filter...3 Multi-List Filter...4 Multi-Search Filter...4 Radio Buttons Filter...4 Transaction Specific Filter...5 Managing Saved Reports...5-6 My Reports...6 My Reports - Overview & Location...6 Favorite Reports...6 Saved Reports...7 Reports...7 48 Hour Report - Overview & Location...7 48 Hour Report Layout - Information...8 48 Hour Report Layout - Functions...8 Hopper Run Report - Overview & Location...9 Hopper Run Report - Layout...9 Origin Batch Weigh - Overview & Location...9 Origin Batch Weigh - Layout...10 Report Scheduler - Overview & Location...10 Report Scheduler - Layout...11 Train Size Performance - Overview & Location...12 Train Size Performance Filter...12 Train Size Performance Results...12 Loading Status - Overview & Location...13 Downloading Report...13 QRG Version 1.0

AccessNS Unit Train Quick Reference Guide Calendar...14 Monthly Calendar - Overview & Location...14 Step 1: Monthly Calendar Filters...14 Step 2: Monthly Calendar Results...15 Weekly Calendar - Overview & Location...15 Step 1: Weekly Calendar Filters...15 Step 2: Weekly Calendar Results...16 Vessel Calendar - Overview & Location...16 Step 1: Vessel Calendar Filter...17 Step 2: Vessel Calendar Results...17 Inquiries...17 Fleet Inquiry - Overview & Location...18 Step 1: Fleet Inquiry Filter...18 Step 2: Fleet Inquiry List...18 Mapping - Overview & Location...19 Step 1: Mapping Filters...19 Step 2: Mapping...19 Shipment Listing - Overview & Location...20 Step 1: Shipment Listing...20 Shipment Status - Overview & Location...21 Step 1: Shipment Status Filter...21 Step 2: Shipment Status...22 Train Consist - Overview & Location...22 Step 1: Train Consist Filter...23 Step 2: Train Consist...23 Train Set Inquiry - Overview & Location...23 Step 1: Train Set Inquiry Filter...23 Step 2: Train Set Inquiry Results...24 Permit...25 Permit...25 Creating Permit(s) - Overview & Location...25 Step 1: Creating a Permit...26-27 Create/View/Edit Single Permit - Overview & Location...27 QRG Version 1.0

AccessNS Unit Train Quick Reference Guide Step 1: Create a Permit...28 Step 2: View/Edit a Permit...29 Load Train - Overview & Location...29 Step 1: Load Train Filters...30 Step 2: Select Permit to Load...30 Step 3: Load Train Permit Details...30 Release Empties - Overview & Location...30 Step 1: Release Empties Filter...31 Step 2: Determine Empties to be Released...31 Step 3: Released Empties...31

Unit Train The new Unit Train menu will contain the functions previously provided by CTMS NextGen. It is found within the Manage dropdown menu. Contents of the Unit Train Dropdown Menu My Reports Reports 48 Hour Report Hopper Run Origin Batch Weigh Report Schedule Train Size Performance Loading Status Calendar Monthly Weekly Vessel Inquiries Fleet Inquiry Mapping Shipment Listing Shipment Status Train Consist Train Set Inquiry Permit Create Permit(s) Create/View/Edit Single Permit Load Train Release Empties 1

Helpful Tools Filter Panel Overview A filter panel is available on most transactions within Unit Trains (reports, calendar, and inquiries). It contains the criteria that can be used in multiple combinations on given transactions to limit (filter) what results display. A filter panel is automatically displayed when a transaction is first selected from the menu. It can also be opened by clicking on (highlighted in the example at right). To close the panel, click again. The most commonly used criteria will always appear in the same static location on the filter panel (regardless of transaction), with those not available for use greyed out. Select values on the filter panel via the various filter types (described in more detail in the next section), and then click to execute the transaction using the filter criteria. A powerful feature of the filter panel is the ability to save a set of filter criteria with a user-determined name as a Saved Report for future use. Checkbox Filter This filter type is used primarily as an ON / OFF switch signaling whether or not to include items associated with the checkbox label in the results. For example: the BAD ORDER checkbox on Fleet Inquiry is checked when cars in bad order status are wanted in the results. 2

Date Filter This filter type is a text box that allows you to enter a calendar date manually or select a date from a pop up calendar by clicking it. For example: Origin Date. If you manually key in a date, the system will accept a variety of date formats including MMD- DYY, MM/DD/YY, MM-DD-YYYY, and others. If you enter a value that AccessNS cannot determine as a valid calendar date then an appropriate error message will be displayed. If you decide to use the pop up calendar, you can navigate between months using the arrow controls (highlighted) at the top of the calendar and simply click on the calendar date you wish to use in their filter criteria. Tips and Tricks: When using date criteria, the user needs to be aware of the DATE TYPE dropdown. DATE TYPE designates which shipment date the selected date range will search in order to determine results. Dropdown Filter This filter type is a dropdown box with a pre-determined list of values. Examples include: Traffic Group, Serving Yard, and Destination Group. 3

Multi-List Filter This filter type is a multi-item select box with a pre-determined list of values. Examples include: Account Manager and Destination. You are allowed to pick multiple values by clicking on each filter value. Multi-Search Filter This filter type is a text box that allows you to enter search strings for dynamically generated selection values. Examples include: Receiver, Shipper, and Origin. As you begin to type, AccessNS will automatically display a pop up listing values that match your search. You can then pick an item from the pop up list by clicking the filter item. Tips and Tricks: The ORIGIN filter criteria will accept numbers or text. If numbers are entered, then it searches the origins by the assigned mine number (Coal commodity only). If text is entered, then it searches both the origin name and origin city for matches to the text. This provides flexibility if only the origin name or origin city are known. Radio Buttons Filter This filter type is a multi-selection that allows one choice of several options by clicking a small radio button next to an item. Radio buttons are typically used in conjunction with standard text boxes to determine what type of search criteria is being entered. For example: radio buttons are used in Fleet Inquiry with text box input to determine if a City/State or Car Id is entered as search criteria. 4

Transaction Specific Filter Some transactions (such as Fleet Inquiry) will require more than the standard filter criteria due to the specific nature of the transaction. Any transaction-specific filter criteria will display at the bottom of the filter panel below the standard criteria whenever a transaction is executed. Managing Saved Reports One feature of any filter panel is the ability to save the search criteria as a Saved Report under a defined name. Additionally, if the transaction is dashboard-compatible, then the saved report will be available for use on the dashboard. Once all the various filter criteria are set, that report can be saved with a specified name. These saved reports are stored under the user s account and are not available to anyone other than the user who created them. Once the name is entered in the SAVE AS field and FAVORITE is optionally selected, click at the top of the filter panel (see highlights to right). In the example to the right, a Shipment Listing filter criteria has been built showing all closed customer shipments that loaded in May 2017 by a specified shipper. Once satisfied with the results, this report was saved with a user defined name and made a favorite. AccessNS will display that the report has been saved (shown right), and the report will be added to the list of saved reports for the current transaction on the right hand side of the filter panel (shown above). 5

Managing Saved Reports [continued] To run a saved report at a later time, navigate to the transaction via the dropdown menu, pull up the filter panel, and click on the name of the saved report from the LOAD SAVED SEARCH list. Once displayed, the filter criteria can be modified if needed. At this point, you can click at the bottom to run the report, or with the new criteria before running. To delete a saved report, navigate to the transaction via the dropdown menu, pull up the filter panel, click on the name of the saved report from the LOAD SAVED SEARCH list, and (once displayed) click on the button at the top. AccessNS will remove the saved report from the list and discard the saved filter criteria. My Reports My Reports - Overview & Location While saved reports for each transaction are saved within their area, they are all available in one location in the MY REPORTS area. Trains > My Reports Favorite Reports Reports that are tagged as Favorites will be listed and sorted by their saved name. Additionally, if the transaction is dashboard-compatible, then the report will be available for use on the MY REPORTS dashboard. 6

Saved Reports SAVED REPORTS are sorted by category and by name. Clicking on the arrow to the left of the category will show the saved reports in that category. Clicking on the name of the report (example: Fleet Inquiry) will open the report in a new tab within MY REPORTS. Reports in this area will function the same as in their own area. Report tabs can be closed by clicking the on the top right corner of the tab. Reports 48 Hour Report - Overview & Location Use the 48 Hour Report to view Load Permit and Empty Train information for a two day period. Trains > Reports > 48 Hour Report A blank filter panel will be displayed with the valid filter criteria available to the user. See the Filter Panel section on page 2 for more information on using the filters. No filters are needed to continue. Click to execute. 7

48 Hour Report Layout - Information A. Shipment Status Icons Key Explains the shipment status icon next to the permit number B. Report Dates The calendar dates of the information shown C. Load Order The loading order if multiple permits exist at an origin D. Additional Information Additional notes for the permit E. To Load Permit Info Information for permits scheduled to load F. Empty Train Info Information for empty train permit G. Serving Yard The serving yard area H. Origin The originating loadout 48 Hour Report Layout - Functions A. Report Filters Return to Filter Panel B. Expand/Collapse All Expands/Collapses all organizational categories in the report C. Export to Excel/PDF Exports report into a Microsoft Excel sheet or as a PDF D. Refresh Regenerates Report with current settings E. Previous Moves the calendar back one day F. Next (Date) - Advances the calendar forward one day G. Permit Number Clicking on the permit number will pop up a window allowing you to View/Edit the Permit (refer to Permit > Create/View/Edit Single Permit) 8

Hopper Run Report - Overview & Location The Hopper Run Report will show a Permit Number, Origin, Trace Car No., Transit Hours, etc. for a train. Trains > Reports > Hopper Run Hopper Run Report - Layout A. Filters: Refer to the Filter Panel section on page 2 for more information B. Hopper Run Report: Clicking on the permit number will pop up a window allowing you to View/Edit the Permit (refer to Permit > Create/ View/Edit Single Permit) Origin Batch Weigh - Overview & Location Use the Origin Batch Weigh menu to generate a report of all the cars NS has handled from a specific Origin. The report will be emailed once generated. Origin Batch Weigh provides railcar weight characteristics. It is primarily used by coal loading facilities with weigh scales. Trains > Reports > Origin Batch Weigh 9

Origin Batch Weigh - Layout Origin: The ORIGIN filter criteria will accept numbers or text. If numbers are entered, then it searches the origins by the assigned mine number (Coal commodity only). If text is entered, then it searches both the origin name and origin city dynamically for matches to the text string. Recipient: Enter the email address of the recipient(s). Multiple recipients address can be entered by separating addresses with a coma or semi-colon. Coal Density: A coal density will automatically populate. The density can be adjusted by typing in a new number, or using the up and down arrows to the right of the density. Submit: Click to execute the report. A box will pop up saying Success: Report processed successfully 1 2 3 An example email with the report attached: 4 Report Scheduler - Overview & Location Report Scheduler allows you to schedule reports to be sent to the email account you are registered in the system with. Trains > Reports > Report Scheduler 10

Report Scheduler - Layout A. Reports Available: Reports that can be added to the schedule, but are not selected to be added. B. Reports that are currently selected to be added to the schedule C. Selection Arrows: Left and Right arrows are used to move reports from the Available area to the Selected area. Up and Down arrows allow you to change the order in which the reports appear. D. Frequency: The frequency the report is generated (Daily, Weekly, Monthly), and also which day(s) of the week. E. Scheduled Time: The time the report will be generated (In 24Hour time / 15 minute increments). F. Schedule: Click when the reports are ready to be added to the scheduler G. Report Scheduler: A summary of all reports scheduled to be generated. Modifications can be made by changing the schedule type/time and clicking. - - Reports can be removed from the schedule by unchecking the AUTO box and clicking. 11

Train Size Performance - Overview & Location The Train Size Performance report answers 3 questions - Are trains loading on schedule? Are we maximizing our asset utilization (railcar tonnage)? Are we sizing trains correctly (cars requested vs. cars shipped)? Trains > Reports > Train Size Performance Train Size Performance Filter Using the appropriate filters, you can search through commodity group, origin location, date range, etc. to filter which permits to view. Train Size Performance Results Per the filter criteria, all trains will be listed by permit with detailed train size information. All columns can be reorganized or rearranged by clicking at the top right. A grand total and average of all trains is at the bottom of the listings. All data can be exported by clicking the or the icon. icon 12

Loading Status - Overview & Location Loading Status allows you to download an up-to-date version of the Norfolk Southern Coal Origin Loading Status Report. Trains > Reports > Loading Status Downloading Report Click on LOADING STATUS in the MANAGE dropdown menu, and a pop-up window will ask if you want to view the Loading Status Report in Excel. Click to download, or to decline. Loading Status Report 13

Calendar The calendars in AccessNS allow you to view shipments and vessel events in a desktop calendar format using filtering criteria. See the Filter Panel section for more information on using filter criteria within AccessNS. You can save the calendar filter criteria with the SAVED REPORTS option on the FILTER PANEL. The CALENDAR section has three categories: Monthly Weekly Vessel Monthly Calendar - Overview & Location The Monthly Calendar in AccessNS provides a desktop calendar view of permitted shipments for an entire month based upon filtering criteria. This transaction provides the user with a quick view of permitted shipment demand and the status of those shipments for the month. Trains > Calendar > Monthly Step 1: Monthly Calendar Filters 1. A blank filter panel will be displayed with the valid filter criteria available to the user. 2. Click when desired criteria is entered. 14

Step 2: Monthly Calendar Results 1. AccessNS displays the shipments that met the filtering criteria. The TOTAL SHIPMENTS box in the top left counts the total amount of shipments in the month. 2. New permits can be created by clicking in the upper left corner (refer to Permit > Create Permit(s)) 3. Clicking on a calendar item will pop up a window allowing you to View/Edit the Permit (refer to Permit > Create/View/Edit Single Permit for more information) 4. If authorized, you are able to drag and drop shipment boxes to new dates whenever the current scheduled load date needs to be updated. When a shipment is moved on the calendar, AccessNS will pop up a window confirming the shipment has been moved. Weekly Calendar - Overview & Location The Weekly Calendar in AccessNS provides a calendar view of permitted shipments for a 7-day period based upon filter criteria. This transaction is useful for managing empty car utilization by quickly seeing (by origin) where empty car demand is over the next 7 days. Trains > Calendar > Weekly Step 1: Weekly Calendar Filters 1. A blank filter panel will be displayed with the filter criteria available to the user. 2. Click when desired criteria is entered. 15

Step 2: Weekly Calendar Results 1. Weekly Calendar will provide car totals by column (see blue car counts highlighted above calendar). The LATE LOADING column shows those shipments that were scheduled to load prior to the start of the 7-day period, but have not yet been waybilled. 2. The screen will summarize car counts by Origin within each Serving Yard (Origin summary lines in dark blue background with white lettering and Serving Yard summary lines in a tan background with grey lettering). Each summary line shows the total car demand for that origin or yard along with the total cars waybilled in parenthesis 3. If authorized, you are able to drag and drop shipment boxes to new dates within the same origin whenever the current scheduled load date needs to be updated. Vessel Calendar - Overview & Location The Vessel Calendar provides a desktop calendar view of vessel events for an entire month based upon selected filter criteria. This transaction provides a quick view of planned vessel demand and the status of those vessels for the month. A vessel event is defined as a specific loading of a vessel at a given facility. Thus, the same vessel could be involved in multiple vessel events over time. Trains > Calendar > Vessel 16

Step 1: Vessel Calendar Filter 1. A blank filter panel will be displayed with the filter criteria available for selection 2. Click when all criteria is entered. Step 2: Vessel Calendar Results 1. Vessel Events are represented by event boxes on the Vessel Calendar 2. Vessel Events display on the calendar are the dates of their contract load date. 3. The status of each vessel event is represented by a status icon. An icon legend appears in the upper-right corner of the screen (see highlight above) 4. Additionally, you are able to move backward and forward one month (using the same filter criteria) by clicking or (located above the calendar on either side of the page) Inquiries Information in this menu will show all O/D (origin destination) pairings of all cars for a customer. Features accessible under Inquiries: Fleet Inquiry Mapping Shipping List Shipment Status Train Consist Train Set Inquiry 17

Fleet Inquiry - Overview & Location Fleet Inquiry groups the current location of permitted cars. Trains > Inquiries > Fleet Inquiries Step 1: Fleet Inquiry Filter 1. Enter the appropriate filters and click. Step 2: Fleet Inquiry List 1. Given the requested filter from the step before, selected moves/permits will be listed. The grouping of the results can be changed by selecting a new category from the GROUP BY dropdown menu. All columns can be reorganized or rearranged by clicking at the top right. 2. From here, any underlined data can be expanded to include more information per the given column. - - For example: When you click on the train code, the Train Consist will appear for the selected train. 18

Mapping - Overview & Location Mapping provides a geographical view of the NS system by plotting the current location of all active permit shipments (empty and/or loaded). Trains > Inquiries > Mapping Step 1: Mapping Filters 1. The filter panel can be used to limit mapping results by Commodity, Receiver/Destination, Shipper/Origin, Shipment Status, Loaded Empty, and others. Step 2: Mapping 1. Permit shipments will be plotted with a colorcoded, labeled pin (blue E for empty and yellow L for loaded). Numbered circles show how many separate permits are in a single location, and the circle will show what percentage of the shipments are empty or loaded. (Top Right) 2. Use the cursor to hover over each pin to see the permit number. 3. Click on the pin to see more detailed information about the shipment. (Bottom Right) 19

Shipment Listing - Overview & Location Shipment Listing displays shipment loading information and transit times for a user defined date range. Trains > Inquiries > Shipment Listing Step 1: Shipment Listing 1. All shipments will be listed along with the permit information associated to each shipment. The grouping of the results can be changed by selecting a new category from the GROUP BY dropdown menu. All columns can be reorganized or rearranged by clicking at the top right. 2. From the Shipment Listing page, you can click on any of the permit numbers and from there you can View/Edit the permit (See Permit). 20

Shipment Status - Overview & Location Shipment Status contains information on all active shipments including their location, last move, and ETA Trains > Inquiries > Shipment Status Step 1: Shipment Status Filter 1. The filter panel can be used to limit mapping results by Commodity, Receiver/Destination, Shipper/Origin, Shipment Status and others. 2. After appropriate filters are applied, click. 21

Step 2: Shipment Status 1. Expand your customer tabs by clicking on the gray subheading bars. 2. If shipment groups are expanded, all shipment data will be shown per the given permit. The grouping of the results can be changed by selecting a new category from the GROUP BY dropdown menu. All columns can be reorganized or rearranged by clicking at the top right. 3. Any underlined data can be expanded to include more information per the given column. For example: When you click on a car number under the TRACE CAR column, the car movement inquiry will be generated on the current page. Train Consist - Overview & Location Train Consist gives the details of the train a permit or permitted car is travelling on. This includes the standing car order as well as the orientation of each car. Trains > Inquiries > Train Consist 22

Step 1: Train Consist Filter 1. On the filter page, enter the Train Number and Origin Date, Permit #, or Car ID for the desired train. Step 2: Train Consist 1. For the requested train, Train Consist with provide all information on the train, including location, total cars, and details on each car. All columns can be reorganized or rearranged by clicking at the top right. Train Set Inquiry - Overview & Location Train Set Inquiry is used to monitor the current status of all your dedicated train sets along with seeing the next loading plan. Trains > Inquiries > Train Set Inquiry Step 1: Train Set Inquiry Filter 1. Set filter criteria for specific destinations. 2. Click when desired criteria is entered. - - Click without setting filters and AccessNS will use your default commodity and display all locations that you are authorized to see. 23

Step 2: Train Set Inquiry Results 1. The results page will list current assignment information for each set. The grouping of the results can be changed by selecting a new category from the GROUP BY dropdown menu. All columns can be reorganized or rearranged by clicking at the top right. Last reported event information is displayed based on each set s trace car. 2. NS assigns unique set numbers to identify each customer s dedicated set. 3. NS can establish priority for each set (normally order of delivery, but not always). 4. AccessNS tracks current assignments like trains, engines, permits, etc. 5. AccessNS pulls event information from a variety of NS systems. 6. From here, any underlined data can be expanded to include more information per the given column. - - For example, when you click on a car number under the CAR ID column, the car movement inquiry will be generated on the current page. 24

Permit Permit AccessNS provides many options in regard to the permits that have been created. Features accessible under Permit: Create Permit(s) Create/View/Edit Single Permit Load Train Release Empties Creating Permit(s) - Overview & Location Used to easily and quickly create one or many permits for a given O/D (origin destination) pair within a given month Trains > Permit > Create Permit(s) 25

Step 1: Creating a Permit 1. Set your filter criteria on the permitting destination: Select a commodity from the COMMODITY dropdown box. Select a receiver from the RECEIVER dropdown box. The list of receivers will auto-populate based on the selected commodity. The destination, product type, car type and/ or Contract No. are not required, but can be selected from the respective dropdown boxes. The list of choices for each dropdown box will auto-populate based on the receiver. In the ORIGIN textbox, begin typing an origin name and a list should automatically display of origins that match your input. Select a shipper from the SHIPPER dropdown box. The list of shippers will auto-populate based on the selected origin. Enter the number of cars for the permit(s) in the # CARS text box. Product Class can be selected, but is not required. Use the blue arrows above the mini-calendar to navigate to the month that you want to create permits (example: November vs. October). Once the month is set, click on each load date you wish to create a permit. Each selected load date will be outlined Once all load dates are selected, click to create permits. After the permits have been created, a message will display the permit numbers generated. - - Click once you have read the message. 26

Step 1: Creating a Permit [continued] A message box will ask if you want to view the Monthly Calendar. Click to view the calendar, or click to stay in the Create Permit(s) window. Click or above the calendar on either side to navigate to the month where you just created permits (example: forward from June to July). -Review - the newly created permits and verify that is what you want. Create/View/Edit Single Permit - Overview & Location Used to view and edit a single permit s detail information. You may also create a new permit or clone an existing permit. Trains > Permit > Create/View/Edit Single Permit 27

Step 1: Create a Permit 1. VIEW/EDIT PERMIT will open on the NEW PERMIT 1 tab. Additional new permit tabs can be created by clicking below PERMIT: VIEW/EDIT PERMIT. 2. Select a commodity from the COMMODITY dropdown box. 3. Select a receiver from the RECEIVER dropdown box. 4. Select a destination from the DESTINATION dropdown box. 5. Add shipments by pressing the under SHIPMENT DETAILS. 6. In the Origin textbox, begin typing an origin name and a list should automatically display of origins that match your input. 7. Select a shipper from the SHIPPER dropdown box. 8. Enter the number of cars required in the # OF CARS text box. 9. Select date by entering a date into the SCHEDULED LOAD textbox or by clicking and clicking on a date. 10. Click. 11. Click to submit the permit. - - A Success message will pop up if the permit is created. 28

Step 2: View/Edit a Permit 1 1. Click on 2. Select a commodity 3. Enter a Permit Number A list of permits will automatically generate as you type. Multiple permits may have the same permit number, but the date they were created will be listed to the right. Click on the appropriate permit, and click. 4. If the permit can still be modified, changes can be made to the fields above the SHIPMENT DETAILS table, or by clicking the button. 5. Comments can be viewed by clicking the button. 5 4 Load Train - Overview & Location Load Train allows Norfolk Southern origins to submit a bill of lading when Norfolk Southern systems are setup to create the waybill for the move from origin to destination. Trains > Permit > Load Train 29

Step 1: Load Train Filters 1. Given the appropriate filters, you can search through commodity group, origin location and permit number to confirm which permits to load. Step 2: Select Permit to Load 1. Listed will be all permits given per your filter request. 2. From there, confirm that all permits desired are there, remove any that should not, and Step 3: Load Train Permit Details 1. All permit details will be listed, along with the option to select empties by permit, by trace car, or by manually entering car numbers. Release Empties - Overview & Location Release Empties lists requested load permit traffic, allowing for confirmation of their empty release back to Norfolk Southern. Trains > Permit > Release Empties 30

Step 1: Release Empties Filter 1. Given the appropriate filters, you can search through commodity, permit number or Car ID to find the empty cars. Step 2: Determine Empties to be Released 1. All cars will be listed via the permit number or car ID given in the prior step. 2. More filters are available to enter starting and finishing dates and total weight of dumped cars. 3. Check the cars that have been dumped and are ready to be released as empty. Check cars individually or check the box in the header row to Select All. 4. Make sure you only check off cars that have been dumped. 5. Click centered at the bottom of the page. Step 3: Released Empties 1. After confirming which empties to be released, you will get a Success message, indicating that your empties have successfully been released. 2. If the cars cannot be released in the NS systems automatically, AccessNS will notify Operations Service & Support (OSS) for manual handling. 31