Aptean

Calidus Terminal Container Management User Guide

Calidus TCM - 2.0

1st April 2019 - 2.0
Reference: USER GUIDE

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

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 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: Main Menu.

General

Screen Layout

Log Out

Logs the user out

Main Menu

Access to system functions is provided through the main menu.

Data Filtering

In various screens, data can be retrieved using filter fields

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.

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

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.

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.

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

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

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

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

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

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

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

This screen allows users to:

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

Container Task Maintenance

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

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

This screen allows users to:

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

Container Volumes Report

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

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

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

This screen allows users to:

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

Container Enquiry

This screen allows users to:

Search for specific containers and view movement history of those containers