Transcript Slide 1

Customized Parameter Trace
1
© 2002 Railinc. All rights reserved.
Upon
How to Use This Demonstration
• Print or View this file before you log onto
Steelroads Customized Parameter Trace
• Refer to this demo as you are using the new
application for the first time
• Notice that each page of this demonstration
corresponds with the “next step” to take while
setting up your report.
2
2
Basic Facts
• Parameter Trace is a component of Steelroads
Track and Trace
• Parameter Trace is only visible to those with
permission to use it
• Parameter Trace will give you trace data of your
active railcar trips only (based on your company being listed
on the waybill of the current trip)
3
3
Steelroads users with
access to the new
Customized
Parameter Trace will
see a link to this new,
exciting application
on the main Track
and Trace page.
Only users with
permission to use this
module will see this
accessible option
here.
4
4
Upon
Get Started in the new Customized
Parameter Trace by selecting your traffic
type (car load or intermodal).
Next, on the right side of the screen, select from any
one of our predefined report templates or build your
own.
Don’t forget to
click NEXT
when you are
finished with
this screen.
5
5
Navigation – Throughout the next several screens (within the Roles and Filters tab) you will see various options
listed on thick gray lines. Each option has a white check box that, when selected, expands the gray line showing
the full feature of the option you selected. To see more details of each option, select the check box that
corresponds with each feature you would like to see.
Expanded Option
Option NOT yet
expanded
6
6
Upon
ROLES – In this tab, you need to identify your companies role in the shipments you are tracing. Are you
the shipper? Consignee? Or Both? Select any combination of roles, then highlight the company (or
companies) and click the Add arrow.
7
7
Upon
FILTERS – After clicking on Filters, you will see a second row of tabs that are categories of filter options.
Filters are used to help you customize the data to include in your trace report. (See the next slide for a
complete list of available filter options.)
The more filters you select, the more customized your report will be to fit your specific needs.
8
8
Upon
Available Filters
•
Parties on the Waybill
–
–
–
–
–
–
–
–
•
Equipment
–
–
–
–
9
Waybill Date Range
Waybill Number
Bill of Lading Date Range
Bill of Lading Number
Purchase Order Number
AAR Equipment Type Code
AAR/Fleet Pool ID
Equipment
Train ID
Location
–
–
–
•
•
Event Code
Last Event (not duplicate events)
Current Reporting Road
Origin Line Haul Road
Destination Line Haul Road
ETA
–
–
•
Load/Empty Status
Commodity
Event
–
–
–
–
–
•
Origin Location
Destination Location
Current Location
Commodity
–
–
Waybill/BOL (Bill of Lading)
–
–
–
–
–
•
Account of Party
Beneficial Owner
Care of Party
Consignee
Freight Payer
Notify Party
Shipped By
Shipper
•
ETA Date/Time
Elapsed Time
Interchange
–
–
ETI Date/Time
Junction
9
Upon
More on Filters - Each filter tab contains various types of filters that can be selected in similar ways.
Some filter items, such as date ranges, will allow you to select from past number of days or a date
range. Some filter items, such as waybill, equipment, or purchase order, will allow you to enter your
filter information via free form data entry.
As an example,
enter the city,
click Search to
view the
matching city
options, then click
on the arrow to
add the selected
city to your trace
filter.
10
10
Upon
More on Filters - Each filter tab contains various types of filters that can be selected in similar ways.
Some filter items, such as date ranges, will allow you to select from past number of days or a date
range. Some filter items, such as waybill, equipment, or purchase order, will allow you to enter your
filter information via free form data entry.
In each filter
option that
contains arrows,
be sure to select
the first or second
arrow button to
add selections to
your trace filters.
For example,
enter the city,
click Search to
view the
matching city
options, then click
on the arrow to
add the selected
to city to your
trace filter.
11
11
Upon
Filter Suggestions – Below is a list of a few commonly used filter combinations. It is suggested to
use one or many of these filter combinations when setting up your trace. Once you have a trace setup
like you want it, be sure to save it to use over again.
Filters to Use
Output You Will Receive
Destination and ETA
Your railcars destined to the city or state you define that
are estimated to arrive by the ETA you specify in the
filter.
Origin and Destination
Your railcars traveling between the origin and destination
points you define.
Event/Bad Order and
ETA/Elapsed Time
Your railcars currently Bad Ordered and have not moved
in the amount of Elapsed Time you specify on the ETA
filter screen.
Loaded and Commodity
Your loaded railcars carrying the commodity you specify.
12
12
Upon
Format – After selecting all of your Filters, select the Format tab by clicking next> from the Filter
screen, or clicking directly on the Format tab. Here, you will specify what your report will look like.
Choose a standard
CLM format from this
drop down box.
Or, for a
Customized Report,
select from any of the
40+ pieces of
information available.
These selections will
make up your column
headings, and can be
arranged in any order
by using the up and
down arrows on the
right.
13
13
Upon
Format (continued) – Once you have your Roles, Filters, and Format selected, check to make sure
you like the layout of your report before running the report by selecting the PREVIEW button on the
Format screen. If you like what you see, RUN your trace, and evaluate the report.
14
14
UponOutput– The Output tab allows you to select the delivery method for your report. The default option is
Browser, so selecting RUN before visiting this screen and making another selection will result in your
report being visible within your internet browser (as in on slide 14).
If you are setting up a report to save, consider an Email delivery option. The most popular option is
Email – CSV, which will deliver to your email address an attachment which can be opened in Excel.
15
15
Upon
Schedule – Automatically receive your report by using the Schedule feature shown below. Schedule
your report to run weekly, daily, or several times a day.
Be sure to
choose your
schedule and
turn your
schedule ON
before saving
your report.
Select Save As
and you will be
prompted to
name your
saved trace.
16
16
Upon
Summary – Visit the Summary page of your saved trace to see the parameters used to define your
report.
17
17
Upon
Trace List – Use the Trace List page to manage your saved reports. Here, you can see what traces
are scheduled, and which ones are about to expire. Run your trace or Renew Schedule with one easy
click.
18
18
Upon
Welcome to the next generation of railcar tracing…
Customized Parameter Trace
For assistance, call our Customer Support Center at
1-877-471-6883.
19