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	* Display the system held location of a given container.		* Display the system held location of a given container.

			= Appendix A Document History =
			'''References'''
			{\| class="wikitable" width="100%" border="1"
			!'''Ref No'''
			!'''Document Title & ID'''
			!'''Version'''
			!'''Date'''
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			'''Glossary'''
			{{TCM Glossary}}

			'''Authorised By'''
			{\| border="0"
			\|'''Tony Walker'''''
			\|Aptean Lead Consultant
			\|-
			\| '''Matt Tipping'''
			\|Aptean Manager
			\|}

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	[[File:TCM-General-3.png\|800px]]		[[File:TCM-General-3.png\|800px]]

	Select the application from the appropriate folder to launch the system to display the Logon page~~. Enter provided Username and Password~~.		Select the application from the appropriate folder to launch the system to display the Logon page.

			You can choose the type of login here using the link to the right of the '''Log In''' button:

			* ''User Login'' - access to the TCM Admin console.
			* ''PDA Login'' - access to the mobile application. See section [[UG Calidus TCM User Guide#PDA Login\|PDA Login]] for more information.

			For Admin login, you enter the ''User Name'' here, then input your ''Password.''

			When you click the '''Log In''' button, you will be taken to the Admin home screen with the Main Menu - see here: [[UG Calidus TCM User Guide#Main Menu\|Main Menu]].

	= General =		= General =
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	This screen allows drivers to:		This screen allows drivers to:

	* Login by selecting their ~~name~~ and entering their ~~password~~		* Login by selecting their ''User Name'' and entering their ''Password''. They then click the '''Log In''' button.
			They will be taken to the PDA home screen with menu - see [[UG Calidus TCM User Guide#PDA Menu\|PDA Menu]]

	== PDA Menu ==		== PDA Menu ==

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{{Doc_Title
|System=Calidus TCM
|Title=Calidus Terminal Container Management User Guide
|Reference=USER GUIDE
|Version=2.0
|Date=1st April 2019
|Sysver=2.0
|Client=Aptean}}

= Introduction =

This document is designed to be a basic system user guide for Terminal Container Management functionality.

The Terminal Container Management system enables the tracking of container movements in, around, and out of a container storage facility.

The administration application provides tools for adding and tracking movements, whilst the PDA application provides tools to complete the movements.

= System Access =

[[File:TCM-General-3.png|800px]]

Select the application from the appropriate folder to launch the system to display the Logon page. Enter provided Username and Password.

= General =

== Screen Layout ==

[[File:TCM-General-4.png|800px]]

=== Log Out ===

Logs the user out

=== Main Menu ===

[[File:TCM-General-5.png|800px]] Access to system functions is provided through the main menu.

== Data Filtering ==

In various screens, data can be retrieved using filter fields

[[File:TCM-General-6.png|800px]]

[[File:TCM-General-7.png|800px]]

=== Filter Fields ===

Various filter fields are available to narrow down container, container move and location selections. On some screens there are autocomplete functionality on certain filter fields.

==== Date / Date Range ====

Filter data by a date or date range.

==== Account ====

Users can select a specific customer account to filter data by

==== Movement Type ====

The type of transaction to filter by. E.g. Inbound Rail, Outbound Gate.

==== Registration ====

The vehicle registration or voyage reference

==== Location ====

A location in the yard. E.g. BAY001, TRAIN001

==== Container ID ====

A specific container ID to filter data by.

==== Complete Tasks ====

Determines if complete tasks should be included in search results.

=== Filter Buttons ===

==== Reset ====

This will clear all field entries.

==== Search ====

This will display the results of the filter entered.

== Data Sorting ==

Data is displayed in tabular format in various screens. Some screens allow for the sorting of data by clicking on the column headings.

[[File:TCM-General-8.png|800px]]

== Data Export ==

Data is displayed in tabular format in various screens. Some screens allow for the exporting of data to Excel, CSV or PDF where the export icons appears

[[File:TCM-General-9.png|800px]]

== Container List ==

The Container List displays container details in a tabular format. A search filter field can be used to filter through all records displayed in the table.

[[File:TCM-Container-8.png|800px]]

=== Selecting a Container ===

Clicking on the container row will enter an edit container details mode.

=== Columns ===

A number of different columns are displayed. Not all columns are displayed on all screens as it depends on the functionality of the screen in question. Clicking on a column heading will sort the table by the data contained within the column.

==== Onsite Date ====

Date and time the container arrived on site

==== Account ID / Account Name ====

The client account id and name.

==== Container ID ====

The ID of the container

==== Container Type ====

The type of container. E.g. 20ft container.

==== Weight ====

Weight of the stock in the container (if any). This is not a required field in some cases and is defaulted to 0.

==== Seal ====

Seal of the container. This is not a required field in some cases and is defaulted to blank.

== Job Header ==

The Task Header is shown on various screens and allows the definition on container yard tasks.

[[File:TCM-Job-10.png|800px]]

=== Job Header Fields ===

==== Date/Time ====

Date and time. For Vessel based tasks this relates to the due date. For Gate and Road based tasks this relates to the time that a lorry arrives at the gate. For gate based tasks these fields are defaulted to the current date and time.

==== Registration ====

The registration of the vehicle at the gate.

==== Voyage Reference (Vessel Tasks Only) ====

A dropdown list of Voyage References

==== Linked Voyage Reference (Outbound Vessel Tasks Only) ====

A dropdown list of Voyage References. This field represents a Linked Inbound Voyage.

==== Reference (Road Tasks Only) ====

Job Reference that is used to identify the job on Work In Progress mode. This field is automatically generated depending on Haulier, date and time. This field can be manually edited.

==== Account ====

The account that the order(s) relate to. E.g. MED01

==== Haulier (Gate and Road) ====

The Haulier used. Only available for entry for Gate based tasks

==== Carrier ====

The carrier used. Only available for Vessel based tasks .

==== Service ====

The service used. Only available for Vessel based tasks.

=== Job Header Buttons ===

==== Action (OK) ====

The action button will initiate the next step in whatever process is being performed in the screen being used if all fields are valid.

== Task/Movement List ==

The task/movement list is used to display outstanding tasks or completed tasks / container movements

[[File:TCM-TaskMove-11.png|800px]]

=== Columns ===

A number of different columns are displayed. Not all columns are displayed on all screens as it depends on the functionality of the screen in question. Clicking on a column heading will sort the table by the data contained within the column.

==== Date/Time ====

The date/time relating to the task or movement

==== Movement Type ====

The type of movement/Task - e.g. Inbound Gate, Outbound Vessel etc

==== Location ====

The location the container was removed from / deposited into

==== To Location ====

The location the container is scheduled to be deposited into

==== Account Name ====

The account name associated with the task

==== Order # ====

The order number associated with the task

==== Reference ====

Job Reference that is associated with the task

==== Booking Reference ====

Reference from Bay Diary

==== Haulier ====

The haulier associated with the tasks

==== Container ID ====

The container to be moved, taken out of or deposited into the yard

==== Type ====

The type of container

==== Container Status ====

The status of the container

==== Hazardous ====

Indicates if the container contains a hazardous substance or material

==== UN # ====

If the container is flagged as hazardous, this will show the relevant UN number

==== Weight ====

Weight of the container

==== Seal ====

Seal of the container

= Screen Functionality =

== Gatehouse ==

[[File:TCM-Gatehouse-12.png|800px]]

This screen allows the user at the gate to:

# Define details of inbound gate tasks (maximum of 2)
# Define details of outbound gate tasks (maximum of 2)
# Search for confirmed, unconfirmed or all gatehouse tasks related to a job.
# Amend existing unconfirmed gate tasks
# Confirm details of existing gatehouse tasks so that they can be actioned by drivers

Once the details have been entered, saved and confirmed, the tasks are created and are immediately available for drivers to action.

== Inbound Vessel ==

[[File:TCM-InboundVessel-13.png|800px]]

This screen allows users to:

# Define details of new inbound vessel tasks (unlimited)
# Search for confirmed, unconfirmed or all inbound vessel tasks related to a voyage
# Amend existing unconfirmed inbound vessel tasks
# Confirm details of existing inbound vessel tasks so that they can be actioned by drivers

Once the details have been entered, saved and confirmed, the tasks are created and are immediately available for drivers to action.

== Outbound Vessel ==

[[File:TCM-OutboundVessel-14.png|800px]]

This screen allows users to:

# Define details of new outbound vessel tasks (unlimited)
# Search for confirmed, unconfirmed or all outbound vessel tasks related to a voyage
# Amend existing unconfirmed outbound vessel tasks
# Confirm details of existing outbound vessel tasks so that they can be actioned by drivers

Once the details have been entered, saved and confirmed, the tasks are created and are immediately available for drivers to action.

== Inbound Road ==

[[File:TCM-InboundRoad-15.png|800px]]

This screen allows users to:

# Define details of new inbound road tasks (unlimited)
# Search for confirmed, unconfirmed or all inbound road tasks related to a job
# Amend existing unconfirmed inbound road tasks
# Confirm details of existing inbound road tasks so that they can be actioned by drivers

Once the details have been entered, saved and confirmed, the tasks are created and are immediately available for drivers to action.

== Outbound Road ==

[[File:TCM-OutboundRoad-16.png|800px]]

This screen allows users to:

# Define details of new outbound road tasks (unlimited)
# Search for confirmed, unconfirmed or all outbound road tasks related to a job
# Amend existing unconfirmed outbound road tasks
# Confirm details of existing outbound road tasks so that they can be actioned by drivers

Once the details have been entered, saved and confirmed, the tasks are created and are immediately available for drivers to action.

== Location Administration ==

[[File:TCM-LocationAdmin-17.png|800px]]

This screen allows users to:

# Alter the sequence of containers within a location
# Move containers from one location to another.

== Container Task Maintenance ==

[[File:TCM-ContainerTaskMaint-18.png|800px]]

This screen allows users to:

# View details of outstanding and/or complete tasks
# Amend open task details
# Delete open tasks
# Complete open tasks

== Location Enquiry ==

[[File:TCM-LocationEnq-19.png|800px]]

This screen allows users to:

# Enquire on containers held within a specific location (or all locations)
# Enquire on specific containers
# Further drill down into the container details to see the movement history/associated signatures for the selected container

== Task Audit Enquiry ==

[[File:TCM-TaskAudit-20.png|800px]]

This screen allows users to:

# See the movement history of containers and its locations by date range

== Container Volumes Report ==

[[File:TCM-ContainerVolumeReport-21.png|800px]]

This screen allows users to:

# Report on the number of movements for a given date range. The results are shown by movement type.

== Container Maintenance ==

[[File:TCM-ContainerMaint-22.png|800px]]

This screen allows users to:

# Search for container details by account or container id.
# Maintain details of containers held on the system
# Create new containers (i.e. enter details of containers not currently on the system)

== Container Type Maintenance ==

[[File:TCM-ContainerTypeMaint-23.png|800px]]

This screen allows users to:

# View all of the container types held on the system
# Delete existing container types
# Amend the details of existing container types
# Add new container types

== Location Maintenance ==

[[File:TCM-LocationMaint-24.png|800px]]

This screen allows users to:

# Search for details of existing locations
# Amend existing locations
# Delete existing locations
# Add new locations

== Container Enquiry ==

[[File:TCM-ContainerEnq-25.png|800px]]

This screen allows users to:

# Search for specific containers and view movement history of those containers

== PDA Login ==

[[File:TCM-PDALogin-26.png|800px]]

This screen allows drivers to:

# Login by selecting their name and entering their password

== PDA Menu ==

[[File:TCM-PDAMenu-27.png|800px]]

This screen allows drivers to:

# Select an activity to perform

== PDA Work in Progress ==

[[File:TCM-PDAWIP-28.png|800px]]

This screen allows drivers to:

# Select a job to complete

== PDA Relocate container ==

[[File:TCM-PDARelocate-29.png|800px]]

This screen allows drivers to:

# Change the location of a container

== PDA Change container status ==

[[File:TCM-PDAChangeContainerStatus-30.png|800px]]

This screen allows drivers to:

# Change the status of a container

== PDA Container Search ==

[[File:TCM-PDAContainerSearch-31.png|800px]]

This screen allows drivers to:

Display the system held location of a given container.

UG Calidus TCM User Guide - Revision history

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