Contents
Index
Search
Inspection
Getting Started
Basics
Attach Files to a Record
Copy a Line Item
Email a Record
Search for a Record
Set Your Preferences
Use Favourites
View the Dashboard
View Record Lists and Record Details
View Record Versions
Use the Document Library
Use the Text Editor
Catalogue
Company People Directory
System Owner Companies and Contacts
Region, Business Group, and Desk Fields
Create a Region, Business Group, or Desk
Edit or Remove a Region, Business Group or Desk
Office and Person Fields
Add an Office or Person
Create a User Account
Modify Existing User Records
Change or Reset a Password
Remove User Access
Third Party Companies (Inspectors)
Third Party Company Fields
Viewing Your Company Record
Removing Third Party Access
Bank Account Fields
Create or Edit a Bank Account
View a Bank Account
Expense Invoice Vendor
Contact Companies
Contact Company Fields
Create a Contact Company
Edit or Delete a Contact Company
Cost Centers and On-Charge Parties
Cost Center and On-Charge Party Fields
Create a Cost Center or On-Charge Party
Edit, Remove or Deactivate a Cost Center or On-Charge Party
Event Types
Event Type Fields
Create an Event Type
Edit or Remove an Event Type
Expense Types
Expense Type Fields
Create an Expense Type
Edt or Remove an Expense Type
Grades
Grade Fields
Create a Grade
Edit or Remove a Grade
Locations, Terminals and Berths/Tanks
Location, Terminal and Berth/Tank Fields
Create a Location, Terminal, Berth or Tank
Edit or Remove Location, Terminal, Berth, or Tank
Methods of Transport
Method of Transport Fields
Create a Method of Transport
Edit or Remove a Method of Transport
Nomination Templates
Create a Nomination Template
Edit or Delete a Nomination Template
Update a Nomination Template
Retest Reason
Retest Reason Fields
Create a Retest Reason
Edit or Remove a Retest Reason
Slates, Quality Tests, and Test Methods
Slates, Quality Tests, and Methods Fields
Create a Test Method
Create a Quality Test
Create a Slate
Deactivate a Slate, Quality Test, or Method
Delete a Slate, Quality Test, or Method
Snippets
Snippet Fields
Create a Snippet
Use or Remove a Snippet
Units of Measure
Unit of Measure Fields
Create a Unit of Measure
Edit or Remove a Unit of Measure
Voyages and Parcels
Voyage Parcel Fields
Create a Voyage
Add Parcels to a Voyage
Syncing Voyages and Nominations
Delete a Voyage
Nominations
Nomination Types
Nomination and Parcel Fields
Nomination and Parcel Status and Workflow
Create a Nomination
Editing the ETA and Quantity
Add a New Parcel to a Nomination
Add an Existing Parcel to a Nomination
Adding Sets to a Parcel
Set Inspection Invoice Instructions
Issue an ICW Nomination
Send a Nomination
Delete a Draft Nomination
Preventing an Inspection Company Office from being Nominated
Nomination Revisions
Nomination Changes
Parcel Changes
Revise a Nomination
Rescind a Nomination
Reassign a Parcel
Remove a Parcel
Changing the Inspection Invoice Instructions
View Record Versions
Inspection Worksheets
Inspection Worksheet Fields
Inspection Worksheet Status and Workflow
Create a Cargo Assurance Worksheet (CAW)
Delete a CAW
View an ICW Summary
Approve or Reject an ICW
Unlock a Submitted ICW
Request a Retest for an Inspection Worksheet
Create a CA Worksheet Override
Notice of Loss (NOL)
Download Inspection Worksheets
Add Scorecard Status
Scorecard Fields
Time Logs
Time Log Field Definitions
Time Log Status and Workflow
Invoices
Invoice Fields
Invoice Status and Flowchart
Invoice and Retest Status and Flowchart
Invoice and Revised Nomination Status and Flowchart
Create an Expense Invoice
Save an Invoice as a Draft
Review an Invoice Before Approval
Approve Submitted Invoices
Dispute Submitted Invoices
Batch and Submit Invoices
Voyage Reconciliation
Match Parcels in a Voyage
Matching Canvas
Calculate Losses and Gains
Loss Calculations
View Parcel Losses
View Voyage Reconciliation Summary
Clear a Parcel Match
Automatic Parcel Matching
Loss Control
Loss Investigation Fields
Create a Loss Investigation
Archive a Loss Investigation
Reports
Report Permissions
Trending Report Features
Generate a Report
Generate the Parcel Report
Generate a Trending Report
Download Report Data
Permissions
Operator/System Owner Permissions
Inspection Company Permissions
Minimum Browser Requirements and Settings
Logging On