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www.containerchain.com.au/live 1300 944 083 LIVE User Guide for Freight Forwarders, Customs Brokers, Importers & Exporters

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Page 1: LIVE User Guide for Freight Forwarders, Customs Brokers ... · PDF fileLIVE User Guide for Freight Forwarders, Customs Brokers, Importers & Exporters 1300 944 083 P a g e 2 | 15 Table

www.containerchain.com.au/live

1300 944 083

LIVE User Guide for Freight Forwarders, Customs Brokers, Importers & Exporters

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Table of Contents

1. Introduction 3

2. Admin 4

2.1 Company 4 2.2 Delivery Addresses 5 2.3 Transporters 5

2.3.1 Add New Transporter 5 2.4 Roles 6

2.4.1 Add New Role 6 2.5 Users 7

2.5.1 Add New User 7

3. Operations 8

3.1 Book Import 8

3.2 Book Export 8

3.3 Vessel Schedule & Ports of Operations 9

3.4 Delivery Date / Time 9

3.5 Collection Advice 10

4. Inquiry 11 4.1 View Imports 11 4.2 View Exports 11

4.3 Saving Layout & Customisation 11

4.3.1 Filtering 12

4.3.2 Legend 12

4.3.3 Filter Criteria 13

4.3 Import & Export Criteria 13 4.4 Order History 13

5. Frequently Asked Questions 14 6. Definitions 15

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1. Introduction

LIVE@containerchain is a new, innovative and interactive website that will allow you to

obtain real time information in relation to your container movements.

Some features of LIVE@containerchain are;

• The ability to enter orders, upload and view documents, and obtain real time

updates of every movement from any LIVE-enabled carrier in Australia

• Accurate demurrage tracking and an alert system to tell you when any container you

have in the system has a problem coming up (detention, demurrage, no timeslot, not

on time etc)

• Links to the new ‘Driver’ app that every truck will use to manage their jobs, including

instant online POD’s and truck tracking

• An ability to add new transport companies via the system, similar to adding a friend

on social media.

• Complete integration with the Containerchain empty container park notification

system for accurate dehire and pickup info in real time

Fig 1.1- ‘Live’ Freight Forwarder View Dashboard

Click on the LIVE@CONTAINERCHAIN banner to return to the home screen.

If you have any queries, please contact our Support Team on

1300 944 083

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2. Admin

2.1 Company Profile

The company profile tab under Admin > Company profile, allows users to setup basic

company information. This tab includes information such as:

Account ID

Trading as

Account Type

Company Addresses

Ports of operation

2.1.1 Demurrage Rules

Users can setup individual demurrage rules for various shipper / consignee combinations. To do this:

1. Click the “admin” tab

2. Click “Company”

3. Click “Demurrage Rules”

4. Click “Add Rule”

5. Enter desired demurrage settings:

5. Once finished, click “Add”.

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2.2 Delivery Addresses

The delivery addresses tab of ‘Live’ allows users to add their favourite delivery addresses

and contact details. This is especially useful for Freight Forwarders, who may have special

delivery addresses that are not in SENSIS data, or are newer than SENSIS’ last update.

Custom addresses added through the book import / book export screens, will appear on this

list also.

2.3 Transporters

This screen allows users to view transporters who they want to establish a relationship with.

In Live, a relationship is defined as a connection between Freight Forwarder (or importer /

exporter) and Transport Company, which allows said transporter to receive jobs from said

Freight Forwarder. Statuses of relationships are as follows:

Active - Transporter has accepted Freight Forwarders request

to be in a ‘Live’ relationship. This status allows jobs to be sent to

transporter.

Pending - A request has been sent by the Freight

Forwarder to the transporter, but the transporter is yet to respond.

Rejected - The transporter has rejected the application to

be in a ‘Live’ relationship with the sending Freight Forwarder. This

status does not allow the requesting Freight Forwarder to send jobs

to the recipient transport company.

2.3.1 Add New Transporter

If a Freight Forwarder wishes to establish a ‘Live’ relationship with a transporter, they may

do so by selecting ‘add new transporter’, and then selecting the appropriate transporter

from the dropdown list. The user can then establish a nickname for the transporter. Once

the ‘save’ button has been hit, the selected transporter will appear as having the status of

‘pending’ in the transporters page.

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2.4 Roles

Roles specify the various user access rights of an account. Primarily, roles allow the account

administrator to tailor various roles, via the allowance and disallowance of permissions,

based on the job role. Once roles are established, setting up users becomes a significant

amount easier, through allocating permissions to user groups, rather than individual users.

2.4.1 Add New Role

a. Click the ‘Add Role’ button

b. Assign the role a name.

c. If you would like to base the role on another profile, select the profile

that you would like to partially mimic.

d. Use the ‘>’ and ‘<’ buttons to disable and enable features, respectively.

e. Set the role to active

An example:

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2.5 Users

2.5.1 Add User

1. Click the “Admin” menu

2. Click “Users”

3. Click “Add User”

4. The following screen should appear:

5. Enter relevant details

6. Click “Add”

7. Click “Activate” to activate user

8. Reset Password to desired password.

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3. Operations

3.1 Book Import

This screen allows users to book an import for a transport company of whom they have

established a relationship with. To book an import, simply:

a) Enter relevant fields

b) Enter container

c) Attach any documents you desire. NB: These documents can

be dragged and dropped.

d) Tick the disclaimer box

e) Hit ‘Book’

f) This will prompt you to with a number of options

3.2 Book Export

This screen allows users to book an import for a transport company of whom they have

established a relationship with.

a) Enter relevant fields

b) Enter container

c) Attach any documents you desire

d) Tick the disclaimer box

e) Hit ‘Book’

f) This will prompt you to with a number of options

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3.3 Vessel Schedule & Ports of Operation

The vessel schedule in the “Book imports” and “Book exports” screens, is subject to that of

the port of operation, setup in Live. The port of operation will determine which feed freight

forwarders see when entering vessel details. Vessel schedule shown below:

3.4 Delivery Date / Time

This field allows users to specify what date and time they would like to drop off the

specified Full container. This allows users to select dropoff times in 15 minute intervals, or

morning, anytime or afternoon. Delivery date and time screen shown below:

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3.5 Collection Advice

This field allows users to specify what date and time they would like the container collected

from the delivery site. This allows users to select collection times in 15 minute intervals, or

morning, anytime or afternoon. Collection date and time screen shown below:

If collection date is not known at the time of entering the booking, user can enter Collection

Date later. Find the appropriate container number and click on the container number. On

Transport tab, choose appropriate date and time for collecction

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4. Inquiry

4.1 View Imports

The view imports tab under inquiry allows users to view all active imports, at their various

stages within their journey.

4.2 View Exports

The view exports tab allows users to view all active export jobs, with relevant information

displayed.

4.3 Saving Layout & Customisation

Users can save the layout of their view imports and view exports screen, via the following

steps:

1. Enter the “View Imports” or “View Exports” screen

2. Drag columns to desired position.

3. Click “Remember column history”

To refresh columns, click “Reset Column order”

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4.3.1 Filtering

Both the view imports and view exports screens allow users to filter the above mentioned

criteria, in order to generate a grid that only shows their desired information.

To customize view imports and view exports screen:

1. Click View imports or View Exports

2. Click any dropdown menu, as follows:

3. Hover over the “Columns” tab.

4. Tick / Untick desired columns.

4.3.2 Legend

A legend is available in the View Imports and View Exports screens. This defines what the

various colours in these screens signify. Legend shown below:

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4.3.3 Filter Criteria

Both the view import and view export screens allow users to filter information via the

following:

Filter Criteria Customer Ref No In Customer Premise

Release Number Out of Customer Premise Delivery

Empty Park Total Time on Site Delivery

Shipping Line EIR

Transporter Collection Required

Container No Collection Advice Requested

Shipper Collection Advice Acknowledged

Booking Date In Customer Premise Pickup

Booking Accepted Out of Customer Premise Pickup

Vessel/Voyage Total Time on Site Pickup

Vessel ETD Truck in Terminal

Vessel Recieval Date Truck Out Terminal

Vessel Cut-off Date Total Time in Terminal

Days to Vessel Cut-off Delivery Terminal Time Slot

Terminal Delivery Terminal Ref No

In Empty Park ISO Code

Out of Empty Park Seal No

Total time in empty park Gross Weight (kg)

Delivery Type Container Status

Delivery Address Container Remark

Delivery Required Date Order Remarks

Door Position

4.4 Order History

Order history allows user to search for a previous order, by criteria such as Order number,

container number, customer reference, shipper / consignee, transporter or release number.

Order status and date to / from can also be searched.

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5. Frequently Asked Questions

5.1 My user has been created, however I am unable to login to [email protected]

- Please ensure user is activated and their password has been reset

5.2 I want my user to be created with only certain access rights, rather than full administrator rights. Is there any way that I can ensure this?

- In order to provide varies access, roles must be created in order to reflect various access rights within ‘Live’

- To create a role:

1. Click ‘admin’ tab

2. Click ‘roles’ tab

3. Click ‘add role’

4. Allowed desired access for user

5.3 The account that I want to setup a user for is not showing up under Accounts > Account type > Search. Why is this happening?

- The account may not be a Freight Forwarder, but an Importer / Exporter instead. Try selecting Importer / Exporter under account type.

5.4 A user has requested that I reset their password. How do I do this?

- To reset a user’s password, enter Accounts > Account type > Search. Once you have found the user’s account, click view, and then click reset.

5.5 I want to be able to add a group of users, all with identical permissions. Do I have to enter their permissions one-by-one?

- Live has the ability to create ‘roles’ which embody identical permissions and access rights, for easy selection when creating users. Refer to the role creation section, followed by the user creation section.

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6. Definitions

Accounts - There are different account types for each of the below industry

participants:

Importers / Exporters

Freight Forwarders

Empty Parks

Container Terminals

Shipping Lines / Shipping agents

Transporters

Administration (Containerchain Internal)

Admin - Administration settings.

Book Import - Allows Freight Forwarders and importers / exporters to enter import

orders into Live.

Book Export - Allows Freight Forwarders and importers / exporters to enter export

orders into Live.

Company - Company profile. Allows setup of address, demurrage rules and port

of Operations.

License Types - Shows all license types, with access rights.

Order History - Allows user to view history of orders of different statuses.

Allows filter by date range.

Roles - Allows establishment of various roles such as admin.

Transporters - Allows user to request relationship with transporters

Users - Shows all users created for an account.

Vehicles - Allows addition of new vehicles

View Exports - Allows user to view dashboard, with only exports showing.

View Imports - Allows user to view dashboard, with only imports showing.