quality manual - cma cgm · web viewthis chapter outlines the details of estimate page, key...

i Interchange Systems Private Limited

Repair Company User Guide For

VERSION NUMBER : 1.3

VERSION DATE : 10th October 2013

Approval of the User Manual indicates an understanding of the purpose and content described in

this deliverable.

Resource Name Type of Activity (Draft/Review/Approval) Activity Date

Viswanath P Draft Creation 4th September 2012

Arun Mohan Draft Updating 7th September 2012

Shaji VK Draft Internal Review 24th September 2012

Viswanath P Update based on Review Comments 26th September 2012

Arun Mohan Update based on Review Comments 26th September 2012

Shaji VK Internal Review 4th October 2012

BERNIERE Daniel External Review 8th October 2012

Arun Mohan Rework Draft 9th October 2012

BERNIERE Daniel Rework Review 15th October 2012

Arun Mohan Rework Update 15th October 2012

BERNIERE Daniel Approval 15th October 2012

Arun Mohan New Contents Update 28th December 2012

BERNIERE Daniel Approval 14th February 2013

Viswanath P New Contents Update 1st April 2013

Repair Company User Guide

Viswanath P New Contents Update 10th October 2013

REVISION HISTORY

VERSIONNO RELEASE DATE

CHANGE DETAILSAPPROVED BY

SECTION DESCRIPTION

1.0 15-OCT-2012 All User Guide BERNIERE Daniel

1.1 28-DEC-2012

2.2 Included the Login Information and Terms and Conditions

BERNIERE Daniel

5.11 Included Note#2

5.15Added some more extension formats for attachments and maximum photo upload size has been increased from 500 KB to 2MB in Note#1

5.2 Removal warning message from Awaiting Estimate

5.21 Profile Printout Screenshot Changed

1.2 01-APR-2013 2.2Viewing of Agreed Terms and Condition from menu has been included as a Note

1.3 10-OCT-2013 6.2 Trusted Sites and Popup Blocker Settings Screenshot Changed


TABLE OF CONTENTS1 Introduction...................................................................................................- 5 -

1.1 What is iMARS?..................................................................................................... - 5 -

1.2 Key Features of iMARS.......................................................................................... - 5 -

1.3 Repair Company Workflow..................................................................................... - 6 -

2 Overview of iMARS......................................................................................- 7 -

2.1 Details of Estimate Page........................................................................................- 7 -

2.2 Logging In, Logging Out and Exiting iMARS..........................................................- 8 -

2.3 Key Tasks.............................................................................................................. - 9 -

3 Navigating and Data Entry.........................................................................- 11 -

3.1 Typography.......................................................................................................... - 11 -

3.2 Getting Help......................................................................................................... - 11 -

3.3 Menus.................................................................................................................. - 11 -

3.4 Moving Between Fields........................................................................................ - 11 -

3.5 Grid...................................................................................................................... - 12 -

3.6 Print...................................................................................................................... - 12 -

3.7 Save Changes Pop-up......................................................................................... - 13 -

3.8 Submit Actions..................................................................................................... - 13 -

4 Dashboard..................................................................................................- 14 -

4.1 Tree View............................................................................................................. - 14 -

4.2 My Pending.......................................................................................................... - 15 -

4.3 Show All............................................................................................................... - 16 -

4.4 Filters................................................................................................................... - 16 -

4.5 Quick Links........................................................................................................... - 17 -

5 Repair Company Activities.........................................................................- 18 -

5.1 How to Search Equipment?.................................................................................. - 18 -

5.2 How to view the Equipment pending Estimate Creation?.....................................- 18 -

5.3 How to Create Estimate?..................................................................................... - 19 -

5.4 How to Complete a Repair?................................................................................. - 21 -

5.5 How to Generate Invoice and View Invoice?........................................................- 22 -

5.6 How to save estimate as Draft?...........................................................................- 23 -

5.7 How to modify an already created estimate?.......................................................- 23 -

5.8 How to Cancel an Estimate?................................................................................ - 25 -

5.9 How to save a Repair Line as Favourite?.............................................................- 25 -

5.10 How to view details and comments posted on each line?..............................- 26 -

5.11 How to View Tariff while Creating /Modifying Estimates?..............................- 26 -

5.12 Where to view the Repaired Estimates?........................................................- 27 -

Repair Company User Guide5.13 Where to view the Rejected / Cancelled Estimates?......................................- 28 -

5.14 Where to view the Draft Estimates?...............................................................- 29 -

5.15 How to add/view/delete attachments in Estimate?.........................................- 30 -

5.16 How to add / view or delete Notes in Estimates?...........................................- 30 -

5.17 How to reply to Clarifications requested by AO / RO / HO?...........................- 31 -

5.18 How to provide the Input Requested by AO / RO / HO?................................- 32 -

5.19 How to Copy an Estimate to New Estimate?.................................................- 32 -

5.20 How to Print Estimates?................................................................................. - 33 -

5.21 How to View Repair Company Profile?..........................................................- 33 -

6 iMARS Configuration..................................................................................- 35 -

6.1 System Requirements.......................................................................................... - 35 -

6.2 Settings................................................................................................................ - 35 -

6.3 How to save iMARS as Shortcut?........................................................................- 37 -

6.4 How do we Zoom, Resize iMARS Screen............................................................- 38 -

7 Appendix....................................................................................................- 39 -

7.1 Icons..................................................................................................................... - 39 -

7.2 Text Fields............................................................................................................ - 39 -

7.3 Number Fields...................................................................................................... - 40 -

7.4 Dates Fields......................................................................................................... - 40 -

7.5 Options Boxes...................................................................................................... - 41 -

7.6 Pick List................................................................................................................ - 41 -

7.7 Hyperlink Field..................................................................................................... - 42 -

7.8 Record Traversing................................................................................................ - 43 -

7.9 Sorting Grid List................................................................................................... - 43 -

7.10 Sorting Column Order.................................................................................... - 43 -

7.11 Show / Hide Grid Columns.............................................................................- 44 -

7.12 Filtering or Searching Data by Column (Field Filters)....................................- 44 -

7.13 Maximizing Grid............................................................................................. - 47 -

7.14 Limiting the Size of Search Results...............................................................- 47 -

7.15 Measure Conversion Tool..............................................................................- 48 -

7.16 Discrepancy with Tariff................................................................................... - 48 -

7.17 Repair Company News.................................................................................. - 48 -

7.18 Glossary of Terms.......................................................................................... - 49 -


1 IntroductionThis chapter discusses the key concepts, features and process flow of iMARS. Sections in this

Chapter include:

What is iMARS?

iMARS Key Features

Repair Company Workflow

1.1 What is iMARS?

iMARS is an Estimate Management Tool for Repair Company (RC) where a RC can create estimates,

complete repair and generate invoice for the repair completed equipment.

1.2 Key Features of iMARS

The major features of iMARS for RC includes:-

Dashboard

Estimate Management

Repair Completion

Invoicing

Dashboard Quick Search of Equipment

View News posted by Area Office (AO), Region Office (RO) and Head Office (HO)

View Pending Work and Status of RC created Estimates

Estimate Management Efficiently track estimates through each step of the repair process with pre-defined workflow

statuses (estimate, approval/refusal, repair)

Filtering and sorting and ability to view and edit estimates.

Process records individually or by batch.

Print, Email and Export repair estimates

Invoicing View Unbilled Transactions of RC

Generate Invoice

View Invoice


1.3 Repair Company Workflow

Figure 1: Repair Company Workflow

Pending Activities AO/ RO / HO Activities

RC Actions SV Activities


2 Overview of iMARSThis Chapter outlines the details of Estimate Page, Key Activities, Login, logout and exiting iMARS

and concepts that relate to using iMARS. In the Guide estimates indicates both WEB and EDI

estimates (except in Create Estimate Section)

2.1 Details of Estimate Page

Here is a sample screenshot of an Estimate Page in iMARS.

Figure 2: Sample Estimate Page

Indicator Description Purpose

Estimate Title Displays the Estimate No and Current Estimate Status. Tools are also available.

Information Pane Displays the Current and Previous Activity Information of the Estimate.

Estimate Header Displays the Equipment Details, Repair Company, Currency, and Days to Repair Information

Estimate Summary Displays the Summary of the Estimate Lines.

Estimate Line Entry Input Area for Repair Details i.e. Estimate Lines

Estimate Line View Viewing the Line Details of the Estimate (Compact or Detail View)

Estimate Action Action Selection and Submit the Estimate


2.2 Logging In, Logging Out and Exiting iMARS

To login into the iMARS application the following steps needs to be followed.

1. Open Internet Explorer Browser and type in the URL in address bar or double click the iMARS

shortcut icon (Refer: How to save iMARS as Shortcut?)

Figure 3: iMARS URL Loading First Page

2. Once the Sign In Page is loaded, Click the External Login Service link as shown in Figure 3

Figure 4: User Login Page

3. Type in User Name and Password in the Login Screen and click the Sign In button.

4. Terms and Conditions Page will be loaded for the first time as well as when a Reset of Terms and

Conditions has been done by HO as shown in Figure 5.

5. Select the option ‘I agree to the terms and conditions and read the conditions carefully.’ and

click on Submit button.

6. If Cancel button is clicked, the application window will be closed.


Figure 5: Terms and Condition

7. On Successful login, the iMARS application will be loaded as shown in Figure 6

Figure 6: iMARS User successful Login

8. Click the icon to logout of the application. Click the button in the top right corner of the

application window to exit the iMARS application.

2.3 Key Tasks

S. No Key Task Description Reference Section No

1 Searching an Equipment 5.1

2 Viewing the list of Equipment pending for Estimate Creation 5.2

3 Creating Estimate for Equipment (IN Fleet and NOT IN Fleet) 5.3

4 Completing Repair for single or multiple Equipment 5.4

5 Invoice Creation 5.5

Note: The agreed Terms & Conditions can be viewed in Others->Terms & Conditions menu


6 Partial Saving of Estimates 5.6

7 Modifying Estimates 5.7

8 Cancelling Created Estimates 5.8

9 Favourite Repair Lines 5.9

10 Detail View of Estimate Lines 5.10

11 Viewing Repair Company Tariff 5.11

12 Viewing Repair Completed Equipment 5.12

13 Viewing Estimates Rejected by AO / RO / HO 5.13

14 Viewing Draft Estimates created by RC User 5.14

15 Uploading Photos and Documents to Estimates 5.15

16 Adding Key Notes for Repair Company in Estimates 5.16

17 Replying to Queries raised by AO / RO / HO on Estimate 5.17

18 Providing Requested Input to AO / RO / HO 5.18

19 Copy an estimate and create multiple estimates 5.19

20 Estimate Output Generation 5.20

21 Viewing Repair Company Profile 5.21

22 Saving the iMARS application as Shortcut 6.3

23 Zoomed View of iMARS application 6.4


3 Navigating and Data Entry

3.1 Typography

In this guide you will find various typographical renderings to represent actions that will be expected to

perform using keyboard or mouse. The below table explains the typographical renderings.

Typography Examples

Textual Directions Action

Click the Submit button Using the mouse, click the button that has the caption Submit on it

Press the F1 key Press the F1 key on the keyboard

Type in “Text Phrase” Using the keyboard, type all of the characters represented by bold text between the quotes (i.e. do not type the quote characters)

Press the Shift+F1 key combination While holding down the Shift key on the keyboard, press the F1 key

Select File -> Exit from the menu Select the File menu at the top of the program window; then from the menu that drops down select the Exit menu option

Click the icon Using the mouse, click the button with the icon on it.

Click the Search Link Using the mouse, click the link that has the caption Search on it

Text Using the mouse, click the linked text to go to the referenced text.

3.2 Getting Help

Field Type How it will be displayed in iMARS Field Display

Entry Field Highlighted in Yellow Background when focus set on field.

Non Entry Field Field will be highlighted in Grey Background.

Help Tip Message Purple background and visible at bottom right corner

Warning Message Yellow background and visible at bottom left corner

Error Message Red background and visible at bottom left corner and * will be displayed next to field.

Information Message Green background and visible at bottom left corner

3.3 Menus

Use the mouse to move between menu items and click on the menu item.

Figure 7: Menu Selection

3.4 Moving Between Fields

Repair Company User GuideTo move forward through fields, press either the Enter or the Tab key. To move backward through

fields, press the Shift + Tab key combination. To move directly to a field mouse can be used.

3.5 Grid

iMARS consists of a combination of two grids: Grid with select and Grid without select

Grid with Select:Grid with Select allows the entire set of data to be selected, viewed, sorted, searched and filtered.

(Mostly displayed in Dashboard and Invoice)

Figure 8: Grid with Select Option

Grid without Select:Grid without select allows to entire set of data to be viewed, sorted, searched and filtered (Mostly

displayed in History and View Invoice)

Figure 9: Grid without Select

3.6 Print

Information can be printed from the application wherever Print Link is available. When the Print Pop-

Up is loaded for the first time the application would ask for installing Microsoft Report Viewer ActiveX

Control. The Tool must be installed with administrator rights. Click the icon to close the Pop-Up.


Figure 10: Print Pop-up Window

S. No Icons Description Purpose

1 Print Prints the document that is displayed.

2 Email Sending Email to Other Users

3 Refresh Refreshing the Print Page

4 Export Print document can be exported to Excel or Word or PDF .

3.7 Save Changes Pop-up

Whenever records are edited and without saving or submitting the user tries to move to the next page

or activity, a confirmation window will be displayed to user for confirmation of action.

Figure 11: Save Changes Pop-up

Click the Yes button to save the changes. Click the No button to ignore the changes.

3.8 Submit Actions

S. No Button Purpose

1 Submit & Go to Dashboard Record will be saved and the Dashboard Page will be loaded.

2 Submit Record will be saved and will remain in the same page

3 Submit & New Record will be saved and New Page will be loaded

4 Submit & Next Record will be saved and Next Record will be displayed


4 DashboardThe Dashboard is divided into five major parts.

Figure 12: Dashboard

4.1 Tree View

A Tree View is a Graphical User Interface element that presents a hierarchical view of information.

Each item (often called a branch or a node) can have a number of sub items. This is often visualized

by indentation in a list. An item can be expanded to reveal sub items, if any exist, and collapsed to

hide sub items.

iMARS General Tree Structure Model:

Figure 13: iMARS Tree Structure Model

Navigate to an individual option to edit by clicking on a specific tree view node. Tree view branches

allow for a group of options to be listed together in a separate group i.e. all Pools for which estimates

has been created and awaiting action from RC will be displayed.


Figure 14: Tree View

A collapsed branch is represented by while an expanded branch is represented by the

. Click the icon or click the ‘Expand’ link, to expand the branch. Click the icon or click

the ‘Collapse All’ link, to collapse the branch. The icon indicates that there are no branches. To

refresh the Tree view; click the Refresh Link and the Tree View will be displayed in collapsed mode.

4.2 My Pending

My Pending means specific tasks which are assigned to Repair Company by AO / RO / HO.

Figure 15: My Pending

Click the My Pending Tab, all pending tasks of RC at various associated Pools will be displayed.

Count will be displayed as Total / Unread. ‘Total’ - Total Estimates awaiting RC action; ‘Unread’ –

Total Estimates yet to be seen by RC.

For e.g. From the Figure 15 let us take the count 15 / 12 under the status ‘Awaiting Repair Complete’ and Pool “CNNGBDNGB”, a total of 15 estimates are pending for Repair out of which 12 estimates are yet to be viewed by RC.

Specific Pool level can be viewed by selecting the Pool from the Tree View.

4.3 Show All

Note: In Figure 14 BEIR – Repair Company Short Name from Repair Company Partner, CNNGBDBLC – Pool Short Name from Pool Partner.

Note: In a multi-user environment, changes made by other users may not be immediately visible in the

Dashboard. To refresh dashboard with the most recent data changes, click the icon.

Repair Company User GuideShow All means to view specific tasks assigned to self and also assigned to others.

Figure 16: Show All

Click the Show All Tab, all pending tasks of RC at various associated Pools and estimates pending

approval with associated AO / RO / HO and estimates escalated by AO / RO will be displayed. Count

will be displayed as Total / Unread. ‘Total’ - Total Estimates awaiting RC or AO/RO/HO action; ‘Unread’ – Total Estimates yet to be

seen by RC or AO/RO/HO action.

4.4 Filters

Filters are used to narrow down the selection of data shown in the visualizations.

Figure 17: Dashboard Filters

Action Steps:1. Select Estimate Type or Equipment Type or Both.

2. Click the Apply Filter link and the grid will be displayed accordingly.

3. Selected filters will be highlighted in Yellow background.

Figure 18: Status Grid with Filters

4. To reset filters, select ‘ALL’ in the Filters and click the Apply Filter link or click the icon.

4.5 Quick Links

Note: In a multi-user environment, changes made by other users may not be immediately visible in the

Dashboard. To refresh dashboard with the most recent data changes, click the icon.

Repair Company User GuideQuick Link is simply a fast way to access a specific page in iMARS, rather than loading the pages

from menu.

Figure 19: Quick Links

Quick Link Description Reference Section No

Awaiting Estimates Displays the list of Equipment for which Gate In has been performed and pending for estimate creation 5.2

Awaiting Invoice Displays the Invoice Generation Page for Generating Repair Invoice 5.5

Repaired Estimates Displays the list of Repair Estimates for the current day. 5.12

Rejected Estimates Displays the list of Rejected Estimates for the current day. 5.13

My Drafts Displays the list of Draft Estimates created by User. 5.14


5 Repair Company Activities

5.1 How to Search Equipment?

Action Steps:

1. Click the icon located at the top right corner of iMARS application (near CMACGM logo).

Figure 20: Equipment Search

2. Type in Equipment No and click the Go link, the Equipment will be displayed in the list.

Figure 21: Searched Equipment

3. For partial search of equipment is also possible, type in the content and click the Go link.

Figure 22: Partial Equipment Search

4. Bulk Actions cannot be taken for Searched Equipment.

5.2 How to view the Equipment pending Estimate Creation?

Action Steps:1. Click Awaiting Estimates Quick Link, the equipment list will be loaded.

Figure 23: Awaiting Estimate List

2. Click the Equipment No Link, the Estimate Page will be loaded.

Note: Only Equipment part of the workflow can be searched.


3. Follow the Step 1 to 26 as specified in Section: How to Create Estimate ?

5.3 How to Create Estimate?

Estimate is an approximation of the repair costs based upon the visible damages, current part prices,

and the estimator’s opinion regarding the time it will take to perform certain repair operations.

Estimate can be created for IN Fleet Equipment and also for NOT IN Fleet Equipment (which can be

later part of the fleet)

Action Steps:1. Click the Estimate from main menu.

Figure 24: Estimate Page Loaded from Menu

2. Estimate Page will be loaded with default values in Estimate Date (with Current Date), Estimate Type (with IN-SERVICE or EMERGENCY as defined in RC Profile), Estimate Input Type (with

WEB), Created By (with User First Name), Repair Company (RC Short Name), Currency (with

RC Currency).

3. Type in Equipment in Equipment No field and press the Tab key.

a. For IN Fleet Equipment: ISO Code, ISO Size/Type, MnR Size/Type, Date of Manufacture and Grade fields will be auto populated.

b. For NOT IN Fleet Equipment: Type in ISO Code and Date of Manufacture. Grade will be

defaulted to ‘GC’ 4. Type in “ACEP” or in MM/YY format in CSC Valid Field and press the Tab key.

5. Pool field will be auto populated if there is only one Pool associated with the RC otherwise select

the Pool from the pick list and press the Tab key.

6. Type in No. of days it would take to repair the Equipment in Max Repair Days field. The Max

Repair Days will be auto calculated based on Man Hour present in the line details and Quoted

Hours Ratio as defined in RC Profile, if left blank.

Note: Click the Go to Dashboard or New button to move out of the Estimate Page.

Repair Company User Guide7. Type in Equipment Interchange Receipt (EIR) Number in EIR Number field and press the Tab

key.

8. Type in Estimate Header Remarks in Remarks field and press the Tab key.

9. Once the Header Information is entered, select the Location 1st Character using the pick list and

press the Tab key.

10. Select the Location 2nd Character using the pick list and press the Tab key.

11. Type in values in the 3rd and 4th Character and press the Tab key.

12. Select the Component using the pick list and press the Tab key.

13. Select the Repair using the pick list and press the Tab key.

14. Select the Damage using the pick list and press the Tab key.

15. Select the Material using the pick list and press the Tab key (this is not mandatory).

16. Length, Width/Height and Quantity fields will be editable based on the Repair Tree

Combination selected in Location, Component, and Repair fields.

17. Measure Unit field will be defaulted based on the RC as defined in RC Profile.

18. Man Hour and Material Cost fields will be auto populated with values based on Repair Tree

Combination selected in Location, Component, and Repair from Tariff of RC

19. Man Hour Cost field is a calculated field i.e. (Man Hour * Labor Rate as defined in RC Profile)20. Tax Rate Type field will be defaulted with ‘NONE’. Select using pick list to change the value and

press the Tab key.

21. Total Cost field is a calculated field i.e. (Man Hour Cost + Material Cost)22. Select the Party Responsible for the Damage Line using the pick list and press the Tab key.

23. Type in Line Comments in Comments field and press the Tab key.

24. Click the link, to save the estimate line and the saved line can be viewed in Line Detail

View.

Figure 25: Estimate Detail View

25. Summary of the amount will be displayed in the Line Summary Details.

Figure 26: Estimate Amount Summary

26. Repeat Steps 9 to 24 to add multiple lines. Maximum of 99 lines can be entered.

Note: In Case of Discrepancy in Tariff, a popup will be loaded while link is clicked. Refer Section: Discrepancy with Tariff


Figure 27: Create Estimate Action Pane

27. Once the Estimate Header and the Line Details are input, select the Action as Create Estimate and click the Submit button to submit the estimate.

5.4 How to Complete a Repair?

Repair Completion is completing the repair of the container based on the Repair Estimate.

Figure 28: Repair Complete Action

Action Steps:1. Click the My Pending Tab

2. Click the Awaiting Repair Complete count the Estimate list will be loaded

3. To complete Repair for an Equipment by viewing the estimate:

a. Click the Equipment link and the Estimate Page will be loaded.

b. Select the Action as Repair Complete and click the Submit button.

Figure 29: Repair Complete Action Pane

4. To perform bulk repair completion

Note 1: Fields marked with * indicates mandatory fields (i.e. Must input values in those fields). Fields in Grey Background are read-only fields which cannot be changed others can be changed. Note 2: Estimates can also be created by taking it from My Drafts. Note 3: Emergency Estimates can be created by changing the Estimate Type field value from “IN-SERVICE” to “EMERGENCY”. Off Hire estimates cannot be created by RC.Note 4: Estimates can also be created by clicking Awaiting Estimates Quick Link.Note 5: Notes (Refer Section: 5.16) and Attachments (Refer Section: 5.15) can be added.


Figure 30: Bulk Repair Completion

a. Select the equipment’s by ticking the checkboxes

b. Select the Action as Repair Complete and click the Submit button

5.5 How to Generate Invoice and View Invoice?

Once the Repairs are completed for Equipment, those will be available for Invoice Generation based

on the Billing Period (Refer RC Profile).

Action Steps:1. Select Invoice - > Generate Invoice from menu.

Figure 31: Selecting Generate Invoice Page from Invoice Menu

2. Select the Repair Company (RC)

Figure 32: Generate Invoice Page

3. Click the Submit button to Generate Draft Invoice.

4. Select Invoice -> Invoice from the menu.

Figure 33: Selecting Invoice Page from Invoice Menu

5. Select the row and click the View Invoice Link to view the Draft Invoice.

6. Click the Invoice No field in the Grid and the Actual Invoice from the Vendor can be input in the

field.

Note 1 : Repair can also be completed by selecting Show All Tab and click the Aw. Rpr. Complete Count to load the estimate list. Either Step 3 or 4 can be performed.Note 2: Notes (Refer Section: 5.16) and Attachments (Refer Section: 5.15) can be added.


Figure 34: Updating Invoice Number

7. Click the Generate Final Invoice link, a confirmation window will be displayed.

8. Click the Yes button to finalize invoice. Click the No button retain the Invoice Draft Status.

Figure 35: Confirm Final Invoice

9. Once the invoice is finalized, Select the row and click the View Invoice Link to view the Final

Invoice.

5.6 How to save estimate as Draft?

An estimate that is composed and the same needs to be created later or perhaps make changes on it

later; the same can be saved as Drafts.

Action Steps:1. Follow the Step 1 to 26 as specified in Section: How to Create Estimate in iMARS?

2. Select the Action as Draft Estimate and click the Submit button.

Figure 36: Draft Estimate Action Pane

5.7 How to modify an already created estimate?

Estimates can be modified by either adding a new line or modifying an existing line or deleting an

existing line. Estimate cannot be modified if a Repair is completed for equipment until then it can be

modified.

Action Steps:

Warning: Final invoice cannot be cancelled. Therefore it is highly recommended to produce drafts first and until RC is 100% sure that all is in order for a final version

Note: Click the View Unbilled Transactions link in Generate Invoice Page to view the unbilled items

Note 1: Click the My Drafts Quick link to view the saved Drafts EstimatesNote 2: Notes (Refer Section: 5.16) and Attachments (Refer Section: 5.15) can be added.

Repair Company User Guide1. Select the Estimate List from Show All (Aw. Approval) or Pending (Repair Complete) or

Pending (Awaiting Revision).2. Click the Equipment link from the Estimate List.

3. To add an Estimate Line, Input mandatory fields in Detail Entry and click the link.

Figure 37: Add an Estimate Line

4. The added line will be displayed in the Detail View.

Figure 38: Estimate Detail View

5. To edit an estimate line, click the line to be edited from Detail View grid and the details will be

loaded in Estimate Detail Entry.

Figure 39: Selecting an Estimate Line from Detail View

6. Now make the changes to the line detail and click the link. The edited line will be

displayed with Status ‘M’.

Figure 40: Edited Estimate Line

7. To delete an estimate line, click the line to be deleted from Detail View grid and the details will be

loaded in Estimate Detail Entry.

8. Click the link, the line will be marked with the status ‘D’ and Responsibility will be marked

as ‘X’

Figure 41: Deleted Line

9. Select the Action as Update Estimate or Revise Estimate

Note: In Case of Discrepancy in Tariff, a popup will be loaded while link is clicked. Refer Section: Discrepancy with Tariff

Repair Company User Guide10. If Action Selected as Revise Estimate, change the Estimate Date >= Previous Activity Date

(Click the word Action to load the Current and Previous Activity Information)

11. Click the Submit button. If Action Update Estimate, Current Date will be updated as Estimate

Date.

12. Revision No will be incremented by 1

5.8 How to Cancel an Estimate?

Cancellation means termination of an Estimate.

Action Steps:1. Click the Show All tab

2. Click the ‘Aw. Approval’ count the Estimate List will be loaded.

3. Click the Equipment link from the Estimate List.

Figure 42: Cancelling Estimate

4. Select the action as Cancel Estimate

5. Select the Reason or Type in Custom Reason as it is mandatory

6. Click the Submit button.

5.9 How to save a Repair Line as Favourite?

There would be some standard repairs performed by RC on any container. So to reduce the amount

of estimate input time, iMARS allows users to save the repair lines as Favourites. Maximum of 10

lines can be saved.

Action Steps:1. Entry the line details in Detail Entry.

2. Click the link.

Figure 43: Add Custom Line Pop-up

3. Type in Description and click the Save button.

Note 1: Drafts can be updated by selecting the estimate from My Drafts and selecting the action as Update Draft and click the Submit button.Note 2: Notes (Refer Section: 5.16) and Attachments (Refer Section: 5.15) can be added.Note 3: Update Estimate – Without request from AO/RO/HO the RC modifies the estimate; Revise Estimate – AO/RO/HO has requested RC to modify the estimate

Note: Drafts can be cancelled by selecting the estimate from My Drafts and selecting the action as Cancel Draft and click the Submit button.


4. Click the link to view the saved lines. The Lines will be displayed based on the

Equipment Type selected in the Header.

Figure 44: Custom Line Pop-up

5. Select the Custom Line (Don’t click on the description) and Click the Delete link, the line will be

removed from the Custom Line List.

6. Click the icon or press the Esc key to close the Show Custom Line Pop-Up

5.10 How to view details and comments posted on each line?

Estimate Lines Detail can be viewed either in Compact Mode or in Detail Mode.

Click the link, to view the Estimate Lines in Detail Mode.

Figure 45: Detail Estimate Line View

5.11 How to View Tariff while Creating /Modifying Estimates?

A Tariff is either a fee or a list of scheduled prices for Container Repairs.

Action Steps:1. Select a line from Estimate Detail View in Compact Mode.

2. Click the View Tariff link and the View Tariff Pop-Up will be loaded with the Actual Tariff for the

Estimate Line.

Figure 46: View Tariff from Estimate Line

3. Click the View Favourites link to View the Favourite lines of the AO / RO / HO Organization.

Note: While creating estimate, lines can be selected from custom line pop-up. Click the description to add from custom line.


Figure 47: View Favourites Lines

4. Click the Show All Tariff link to View the entire Tariff Lines of the RC.

Figure 48: Show All Tariff

5. Click the Clear button to clear the values in the Search fields.

6. Type in values in Equipment Type or Equipment Size or Location or Component or Repair or Material and click the Search button to search tariff lines.

7. Click the Reset button to load the actual line from which the View Tariff Pop-Up is loaded.

8. Type in values in Equipment Type and Equipment Size and Location and Component and Repair and Measure Unit and the related values and click the Calculate button to calculate the

actual Tariff

9. Click the icon to close the Tariff Window.

5.12 Where to view the Repaired Estimates?

Repaired Estimates are estimates for which the Actual Repair has been completed.

Action Steps:

1. Select Others -> History from the menu

Figure 49: Selecting History Page from Others Menu

2. Select the Equipment Status as “REPAIRED”

Note # 1: View Tariff can also be loaded by selecting from Others -> My Tariff.Note # 2: Tariff Details from Estimate can be viewed only from Compact View

Repair Company User Guide3. For a specific equipment, Type in the Equipment No in Equipment No field

4. Select the Period as, Today or Last 30 Days or Specific Period (From Date and To Date)5. Click the Search button and the list will be displayed.

6. Select the row and click the View Estimate link to view the estimate.

Figure 50: Repaired Estimates

5.13 Where to view the Rejected / Cancelled Estimates?

Rejected Estimates are estimates which are Rejected by AO / RO / HO or Cancelled by RC

Action Steps:

1. Select Others -> History from the menu

Figure 51: Loading History Page from Others Menu (Rejected Estimates)

2. Select the Equipment Status as “REJECTED”3. For a specific equipment, Type in the Equipment No in Equipment No field

4. Select the Period as, Today or Last 30 Days or Specific Period (From Date & To Date)5. Click the Search button and the list will be displayed.

6. Select the row and click the View Estimate link to view the estimate.

Note: Repaired Estimates can also be viewed by clicking the Repaired Estimates Quick Link.

Note: Rejected Estimates can also be viewed by clicking the Rejected Estimates Quick Link. Also the RC will be receiving an email alert when the Estimate is rejected by AO / RO / HO.


Figure 52: Rejected Estimates

5.14 Where to view the Draft Estimates?

Draft Estimate is an estimate that is composed and the same needs to be created later or perhaps

make changes on it later, the same can be saved as Drafts.

Action Steps:1. Click My Drafts to load the list of Draft Estimates

Figure 53: My Drafts List

2. Click the Equipment No link to load the Draft Estimate

Figure 54: Draft Estimate

3. Select the Action as Update Draft or Create Estimate or Cancel Draft and click the Submit button.

Action Action Description

Update Draft Draft will be updated and will be displayed in My Drafts


Create Estimate Estimate will be created and will be pending for AO / RO / HO Decision or Awaiting Repair Completion (Auto Approval) or Pre Repair Survey (Auto Survey)

Cancel Draft Draft will be cancelled and will be Awaiting Estimate / Draft Estimate Creation.

5.15 How to add/view/delete attachments in Estimate?

Attachment is a computer file sent along with an estimate. One or more files can be attached to any

estimates. This is typically used as a simple method to share documents and images.

Action Steps:

1. Click the link to add attachments. (0/0) indicates Total Number of Attachments /

Number of Attachments Unread.

2. Click the Add File link, File Upload Dialog will be loaded

3. Select the file to be added.

4. Type the description and select the Reference (Header or Estimate Line) to which the file must

be added. Added attachments will be displayed as part of the View Attachments.

Figure 55: Description and Reference Indicator

5. Attachments can be filtered based on Attachment Type or Header/Line or Both.

Figure 56: View Attachments

6. To View the contents of the attachment, click the attachment.

7. To remove the attachment(s), click the Remove link and the attachment will be removed.

8. Click the icon or Press the Esc key to close the Attachments window.

5.16 How to add / view or delete Notes in Estimates?

Note is a brief record of facts, topics, or thoughts, written down as an aid to memory.

Action Steps:

Note 1: File with specific formats (.jpg, .png, .xls, .xlsx, .doc, .pdf, .gif, .docx, *.d5d, *.dcx ,*.txt) can be attached. Maximum Size allowed is 2 MB for documents and photos. Note 2: Documents or photos cannot be directly added in the estimate list


1. Click the link to add notes. (0/0) indicates Total Number of Notes / Number of Notes

Unread.

2. Type in the Notes and select the Reference (Header or Estimate Line) where the notes to be

added and Click the Post button. Added notes will be displayed as part of the View Notes.

Figure 57: Add Notes

3. Notes can be filtered based on Notes Type or Header/Line or Both.

Figure 58: View Notes Filters

4. Click the Remove link and the Notes will be removed.

5. Click the icon or press the Esc key to close the Notes window.

5.17 How to reply to Clarifications requested by AO / RO / HO?

When an Estimate is created by RC and sent to AO / RO / HO, AO / RO / HO may raise clarifications

to RC in the form of Questions. Replies to questions are done through a Note.

Action Steps:1. Click the My Pending Tab

2. Click the Awaiting Input count the Estimate list will be loaded

3. Select the Equipment for which the reply is to be provided. The Estimate page will be loaded

4. Type in the Reply in Reply Questions Multiline box and click the Reply button.

5. Apart from the Reply, Attachments (Refer Section: How to add Attachments?) or Notes (Refer

Section: How to add Notes?) can be added.

6. Click the Submit button.

Note1: Questions cannot be raised by Repair Company.Note2: Notes cannot be directly added in the Estimate list.


Figure 59: Estimate Loaded with Question for Reply

5.18 How to provide the Input Requested by AO / RO / HO?

Action Steps:

1. Input Requested can be responded by RC by attaching the requested photo or documents (Refer

Section: How to add Attachments?) or by Adding Notes (Refer Section: How to add Notes?) or by

replying to the Questions raised (Refer Section: How to respond to Questions?)

2. Select the Action as Send Input

3. Click the Submit Button

5.19 How to Copy an Estimate to New Estimate?

Action Steps:1. Perform Steps 1 and 2 from How to Search Equipment?

2. Click the Equipment No link, to load the estimate page

3. Select Tools -> Copy Estimate to load the Copy Estimate Page.

Figure 60: Selecting Copy Estimate from Tool Menu


Figure 61: Copy Estimate Page

4. Type in Equipment No, MnR Size, MnR Type, Manufacture Date, CSC.

5. Click the Add Row link to add more Equipment.

6. Click the Delete Row link to remove the added Equipment.

7. Click the Submit button to copy the estimate details and create the estimate.

5.20 How to Print Estimates?

Action Steps:1. Perform Steps 1 and 2 from How to Search Equipment?

2. Click the Equipment No link, to load the estimate page

3. Select Tools -> Estimate Outputs

Figure 62: Selecting Estimate Outputs from Tools Menu

4. For printing, emailing and exporting Refer Section Print.

5.21 How to View Repair Company Profile?

RC profile is a report that provides an overview of the Repair Company, Current Status, and Labor

Rates based on Equipment Type. To view the Profile, the following steps needs to be done.

Action Steps:1. Select Others -> My Profile to view the RC Profile.

Figure 63: Selecting My Profile from Others Menu

Note: For In Fleet Equipment, the MnR Size, MnR Type, Manufacture Date and Grade will be auto-populated.

Note: Once the Estimate has been created, click the Estimate Outputs button to print estimate.

Repair Company User Guide2. For printing, emailing and exporting Refer Section Print.

Figure 64: Repair Company Profile

6 iMARS ConfigurationThis chapter briefly outlines the system requirements for iMARS and settings that are to be done while

accessing the application

Note: Wherever Repair Company link is provided, the profile can be printed.


6.1 System Requirements

The requirements outlined below are necessary to run iMARS. While the program will run with the

minimum configuration, the recommended configuration will provide a more comfortable working

environment.

Component Minimum Recommended

Operating System Windows XP or above Windows XP or above

Processor Intel Pentium IV, 1.5 gigahertz (GHz) equal or higher

Intel Pentium IV, 2 gigahertz (GHz) equal or higher

RAM 1 gigabyte (GB) 2 gigabytes (GB) or above

Input Device Keyboard and Mouse Keyboard and Mouse

Display Resolution 1024 X 768 display or above 1024 X 768 display or above

Email Connection to an SMTP mail server or a MAPI mail client (optional)

Connection to an SMTP mail server or a MAPI mail client (optional)

Web Browser Internet Explorer 7 or above Internet Explorer 7 or above

Word Processor Microsoft Word 2003 or higher (optional)

Microsoft Word 2003 or higher (optional)

Spreadsheet Microsoft Excel 2003 or higher (optional)

Microsoft Excel 2003 or higher (optional)

Network Speed 512 kbps 512kbps or above

Report Print / Preview Tool Microsoft Report Viewer ActiveX Control (Refer Section: Print)

Microsoft Report Viewer ActiveX Control (Refer Section: Print)

PDF Viewer Any Open Source PDF Reader Any Open Source PDF Reader

Note: iMARS is supported on both 32-bit and 64-bit versions of Windows

6.2 Settings

1. Open Internet Explorer Browser.

2. Press the Alt Key to display the menu.

3. Select File ->New Session

Figure 65: Opening New Session in Internet Explorer

4. Select Tools -> Internet Options from the menu and Select Security Tab.


Figure 66: Opening of Security Tab from Internet Options

5. Click the Trusted Sites and click the Sites button.

6. Type in iMARS URL in the Trusted Sites Window and click the Add button and select the option

“Require server verification (https:) for all sites in this zone”.

Figure 67: Opening Trusted Sites Pop-up

7. Click the Close button or click the icon to close the window.

8. Select Tools -> Pop-up Blocker -> Pop-up Blocker settings from the menu

9. Type in iMARS URL and click the Add button


Figure 68: Opening of Pop-up Blocker Settings

10. Click the Close button or click the icon to close the window.

11. Close all IE Windows

12. Type or Copy + Paste the URL in address bar and press Enter key.

13. Check whether the application is loaded and accessible.

6.3 How to save iMARS as Shortcut?

Login into the iMARS application and click the icon located at the top right corner of iMARS (near

CMACGM logo) to save the URL Shortcut to desktop.

Figure 69: Shortcut Icon in iMARS

Saved Shortcut icon will be displayed as shown in Figure 70 . The icon will vary depending on the

Version of IE available in User Machine.

Figure 70: iMARS Shortcut Icon

After the Shortcut is created, logout of iMARS application and also close the iMARS window. Double

click the iMARS Shortcut icon to load iMARS application.


6.4 How do we Zoom, Resize iMARS Screen

iMARS Screen Display Resolution:iMARS application will have the default Display Resolution as 1024 X 768 pixels. Resizing of the

application window is not possible.

Zooming iMARS application:Zooming cannot be performed, when the iMARS application is already loaded as the windows objects

are secured and size cannot be changed dynamically.

Action Steps:1. Open the Browser Internet Explorer.

2. Press the Alt Key and the menu will be displayed.

3. Select View -> Zoom (100%) from the Main menu.

Figure 71: Select Zoom Options

4. Select the required Zoom %

5. Type in iMARS URL in the Address Bar and press the Enter key.

6. iMARS application will be loaded in Zoomed view.

Note: Usage of Shortcut Icon is recommended for iMARS application


7 Appendix

7.1 Icons

Icons Description Purpose

Download Shortcut To Save the URL of the application to desktop as Shortcut.

Equipment Search To Search for an Equipment in the application

Go to Dashboard Display Dashboard without refreshing the Dashboard Contents

Go to Home Display the News Centre Page (Home Page) and refresh the Dashboard

Logout Log out of iMARS application

Refresh Refresh the Dashboard Status Grid (Pending or Show All)

Maximize Maximize Dashboard, Grid etc…

Minimize Minimize Dashboard, Grid etc…

Attachments Displays the No of attachments to the Estimate

Notes Displays the No of Notes added to the Estimate

7.2 Text Fields

There are two types of text entry fields.

Figure 72: Single Line Textbox

First, a single-line text entry field allows entry of one line of text. Simply type the desired text. If the

entered text is longer than the display area then the text will scroll horizontally. Most fields have a limit

to the number of characters that can be entered.

Figure 73: Multi Line Textbox

Finally, a multi-line text entry field allows the entry of more than one line of text. Text will automatically

wrap to the next line if it is longer than the display area. Pressing either the Enter key or Shift + Enter key combination forces a new line. If there are more lines visible in the display area then the vertical

scroll bar on the right side allows you to scroll through the text.

Click the icon to load the More Info Window.

Figure 74: More Information Window

Repair Company User GuideType in New Text or View the already typed text in the window; Click the Close button or click the

icon to close the window. Multiple emails can be entered in the Email multiline textbox with ‘,’ separation for Email fields.

7.3 Number Fields

There are two types of numeric entry fields; they are general numbers and decimal numbers.

Figure 75: General Whole Numbers

Type the number as you would on a calculator, ignoring all punctuation symbols (i.e. the percentage

sign and currency symbol). The cursor position will automatically be placed at the correct insertion

point as the number is entered. Many numeric fields require that the number be within a validated

range.

Figure 76: Decimal Point Numeric Field

Number of decimal places may range from 0 to 2, with the default being 2. As numbers are entered

into these number fields, they will automatically be rounded to the default number of decimal places.

General numbers and Currencies will be displayed and printed according to the format specified. The

two main characteristics that are reflected in the currency formatting are the number of decimal

places, which can be either 0 or 2, and the thousands separator symbols.

7.4 Dates Fields

Dates are typed in date entry fields.

Figure 77: Date Entry Fields

Following are common acceptable date formats and those will be converted to 31-MAR-2012:

31032012, 31/03/2012, 310312, 31/03/12, 31-03-12, 31-03-2012, 31-MAR-2012, 31-MAR-12

Calendar icon will be present at the right side of a date entry field. Clicking the icon will display a

calendar with the contents of the current date field selected in the display.

Figure 78: Calendar Window

Double click the selected date in the calendar window. Click the icon or press the Esc key to close

the calendar without modifying the contents of the date entry field.

Repair Company User GuideClick the ‘>’ link to load the Next Month. Click the ‘<’link to load the Previous Month. Click the “<<” link to traverse to previous year of the same month. Click the “>>” link to traverse to next year of the

same month.

7.5 Options Boxes

Figure 79: Radio Button

Round option buttons, also called radio buttons, are used to select options where one option must be

selected out of many choices. Click a radio button to select an option.

Figure 80: Checkboxes

Square option buttons, also called checkboxes, are used when multiple options may be selected

independently. Click a checkbox to toggle the selection for an option.

7.6 Pick List

Pick list allow the selection of data from a list of suggested items, and also allow the manual entry of

textual data that match an item in the list. Pick list are typically used when there is a standard set of

data from which to choose.

Click the Icon or pressing the key will load the list.

Figure 81: Pick List when Loaded

While the list is open you may continue to enter text in the text display area and the list will be

displayed accordingly.

Figure 82: Pick List based on Entered Text

Repair Company User GuideSelect an item from the list by clicking it or by pressing or keys and the Enter key combination.

Press the Esc key to close the pick list without modifying the contents of the pick list field. Select the

entire text or press the Ctrl + A key combination and press the Delete key to remove the entire text.

To remove specific letters press the Backspace key and the list will be loaded as shown in Figure 82

Click the icon or press Page Down key to load the next page in list. Click the icon or press

Page Up key to load the previous page in list.

Figure 83: Traversing in the Pick List

7.7 Hyperlink Field

There are 3 types of Hyper Link fields, Hyperlink Entry Field, Hyperlink Read-only Field, and Hyperlink

Label Field.

Hyperlink Entry Field:

Figure 84: Hyperlink Entry Field

Type in the value in the field and click the Link; corresponding Information will be loaded. For e.g.

Type in “GSTU3808955” in Equipment No field and click the Equipment No link, the Equipment

Details will be loaded.

Hyperlink Read-only Field:

Figure 85: Hyperlink Read-only Field

Typing is restricted in the field. Click the link; corresponding Information will be loaded. For e.g. click

the Repair Company Link, the RC profile will be loaded.

Hyperlink Label Field:

Figure 86: Hyperlink Label Field

Click the link; corresponding Information will be loaded. For e.g. click the CAXU2947553 Link, the

corresponding Information page will be loaded.


7.8 Record Traversing

Record Traversing can be for all records or for selected records when selected from Pending or Show

All Status grid count. To load the records for traversing, click the first record, on the Equipment No

and the page will be loaded as shown in Figure 87

Figure 87: Record Traversing

Indicators Description

Displays the First Record from the selected list

Displays the Previous Record from the selected list

Displays the Next Record from the selected list

Displays the Last Record from the selected list

7.9 Sorting Grid List

Figure 88: Column Sorting

Records may be sorted in ascending or descending order by the values in any column. To sort by a

particular column, click the column heading. Selecting the same column successively will alternate

between ascending and descending order.

7.10 Sorting Column Order

The preferred order, from left to right, in which columns must appear in the grid, may be specified by

each user. Columns that are used most often for your specific business tasks can be placed in the left

most positions for convenience.

Figure 89: Select Columns

To sort column order click the Select Columns link which is present in the top right corner of the grid.


Figure 90: Select Columns Window

Select a column and then drag and drop before or after the field to change the order. The top

represents the left-most column while the bottom represents the right-most column. All columns will

appear in the list, even if some are hidden. Click the Save button to save changes. Click the icon

or press the Esc key to quit without saving changes. Column orders will be remembered from session

to session for each user.

7.11 Show / Hide Grid Columns

Figure 91: Hide / Show Columns

Columns like Select, Equipment No, MnR Size and MnR Type, will always be displayed and cannot

be hidden. Columns may be hidden or displayed as applicable to your business tasks, to reduce the

amount of data on screen for simplicity. To hide a column, unselect the checkbox (e.g. Currency Field

in Figure 91). To display a column, select the checkbox (e.g. Rev No Field in Figure 91). Click the

Save button to save changes. Show / Hide columns will be remembered from session to session for

each user. Click the icon or press the Esc key to quit without saving changes.

7.12 Filtering or Searching Data by Column (Field Filters)

The easiest way to narrow down records is to search or select filter text phrases and search for one or

more columns, also called “field filters”. The filter text phrase is then compared to the data in the

corresponding column to narrow down, or filter, the data to only the subset that matches.


Figure 92: Search Grid

Click the Search link present in bottom of the grid.

Figure 93: Search Grid with Filters

Type in the value in the column based on which search to be done and click on the Search link; the

total records resulted in the search will be displayed in the bottom right corner of the grid. To clear the

Typed in value, click the Clear link. To cancel the search, click the Cancel link.

Records can be searched based on Filters too.

Text Field Filters:The default text filter is ‘Similar’.

Figure 94: Text Field Filter Search

Examples provided below are based on Figure 94 and indicates Equipment No field

Filters Works as Field Input Search Result

Similar LikeMIGU

Equipment starting with MIGU will be displayed in the list

i.e. MIGU1022920 will be displayed

%22Equipment having value 22 will be displayed in the list.

i.e. MIGU1022920 and FCIU2255926 will be displayed.Not Similar Not Like MIGU Equipment not starting with MIGU will be displayed in the

list


%22 Equipment not having value 22 will be displayed in the

list.Contains In MIGU1022920, FCIU2255926

Only the entered 2 Equipment will be listed in the grid.

Does Not Contain Not In MIGU1022920,

FCIU2255926Except these 2 Equipment rest all Equipment will be

displayed in the list.Equal Equal To MIGU1022920 Only MIGU1022920 will be displayed in the list.

Number Field Filters:

The default number filter will be ‘Equal’.

Figure 95: Number Field Filters

Examples provided below are based on Figure 95 and indicates Days Pending field


Contains In 1,3 All Days Pending matching 1 and 3 will be displayed in the list

Does Not Contain Not In 1,3 All Days Pending except 1 and 3 will be displayed in the list

> Greater Than 3 Days Pending > 3 will be displayed in the list

>= Greater Than and Equal To 3 Days Pending >= 3 will be displayed in the list

< Lesser Than 3 Days Pending < 3 will be displayed in the list

<= Lesser Than and Equal To 3 Days Pending <=3 will be displayed in the list

!= Not Equal To 3 All Days Pending except 3 will be displayed in the list

Equal Equal To 3 Only Days Pending with 3 will be displayed in the list

Date Field Filters

The default Date Filter will be ‘Equal’.

Figure 96: Date Field Filters

Examples provided below are based on Figure 96 and indicates Est Date field.



Contains In 29-Aug-2012,27-Aug-2012

All Estimates matching the 29-Aug-2012, 27-Aug-2012 will be

displayedDoes Not Contain Not In 29-Aug-2012,27-

Aug-2012All Estimates expect 29-Aug-2012 and 27-Aug-2012 will be

displayedBetween Between 27-Aug-2012,29-

Aug-12All Estimates between 27-Aug-2012 and 29-Aug-12 will be

displayed. Will Included both 27-Aug-2012 and 29-Aug-2012> Greater Than 27-Aug-2012 All Estimates greater than 27-Aug-2012 will be displayed

>= Greater Than and Equal To 27-Aug-2012 All Estimates greater than and equal to 27-Aug-2012 will be

displayed< Lesser Than 29-Aug-2012 All Estimates lesser than 29-Aug-2012 will be displayed

<= Lesser Than and Equal To 29-Aug-2012 All Estimates lesser than and equal to 29-Aug-2012 will be

displayed!= Not Equal To 29-Aug-2012 All Estimates except 29-Aug-2012 will be displayed

Equal Equal To 29-Aug-2012 All Estimates matching 29-Aug-2012 will be displayed

Type in value in Search Fields and select the filters and click on Search link, on successful search,

the records will be displayed in the grid else an alert message will be displayed.

Figure 97: Search not found

To refresh the grid contents in the grid, click the Refresh link in the grid.

7.13 Maximizing Grid

Click the icon in the top right corner of the grid, grid will maximize to 25 records per page

depending on the number of records available. Click the icon, the grid will minimize to 5 records

per page depending on the number of records available.

7.14 Limiting the Size of Search Results

Select the value in the bottom left corner of the grid to manually resize the view of the grid.

Figure 98: No of Records in Grid


7.15 Measure Conversion Tool

Select Tools -> Measure Conversion from the menu.

Figure 99: Measure Conversion Tool

The Tool is only for calculation purpose. Select the Measure From, Measure To and type in Input and

Click the Calculate button, the calculated value will be displayed in the Result field.

Figure 100: Measure Conversion Pop-up

7.16 Discrepancy with Tariff

While Inputting an Estimate Line, the user might tend to change the tariff values from the actual tariff

values, in those cases user will be notified that there is a discrepancy in tariff, while trying to save the

estimate line.

Figure 101: Discrepancy with Tariff

Action Steps:1. Select the Reason for Discrepancy

2. Reason description of the selected Reason will be displayed in Remarks. Remarks can also be

edited.

3. Click the Apply button after the details are entered to save the line details.

7.17 Repair Company News

Click the icon, to view the news posted for Repair Company

Figure 102: News Centre


7.18 Glossary of Terms

URL : Uniform Resource Locator is a technical, web-related term used in two distinct meanings: In

popular usage, it is a widespread synonym for Uniform Resource Identifier (URI) — many popular and

technical texts will use the term "URL" when referring to URI; Strictly, the idea of a uniform syntax for

global identifiers of network-retrievable documents was the core idea of the World Wide Web. In the

early times, these identifiers were variously called "document names", "Web addresses" and "Uniform

Resource Locators

PDF : Portable Document Format is a file format used to represent documents in a manner

independent of application software, hardware, and operating systems. Each PDF file encapsulates a

complete description of a fixed-layout flat document, including the text, fonts, graphics, and other

information needed to display it.

Shortcut : Computer shortcuts are small files containing only the location of another file.

Application Window : Primary window of an application that is displayed for the user

Display Resolution: The display resolution of a digital television or computer display typically refers

to the number of distinct pixels in each dimension that can be displayed. It can be an ambiguous term

especially as the displayed resolution is controlled by different factors in picture-tube (CRT) and flat

panel or projection displays using fixed picture-element (pixel) arrays.

Repair Company: A third party company which is repairing equipment for CMA-CGM, (An entity,

CMA-CGM will have to pay for a repair service).

Pool: Physical Location it may be either a Container Depot or a Container Terminal.

Pop-up: Pop-Up is a graphical user interface (GUI) display area, usually a small window, that

suddenly appears ("pops up") in the foreground of the visual interface.

Workflow: Workflow consists of a sequence of concatenated (connected) steps. Emphasis is on the

flow paradigm, where each step follows the precedent without delay or gap and ends just before the

subsequent step may begin. This concept is related to non-overlapping tasks of single resources.