Container Verification
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TABLE OF CONTENTS
Revision History
Version | Date | Author | Designation | Description of change |
1.0 | Sep 13, 2021 | @Dona Safui (Unlicensed) | Technical Writer | User Manual creation |
1.1 | Nov 24, 2021 | @Mohammad Arshad | Senior Business Analyst | Amendments in the user manual |
Overview
The Container Verification service enables its users to Create/Edit/Cancel/Search/View container verification request. It also provides the facility to Terminal operator admin users to view and update the status of the container verification request.
Scope
Container verification service is applicable for below users :
Sl. No | User | Privilege | Description |
|---|---|---|---|
1 |
| Create, Search, View, Edit & Cancel | User will be able to create, search and view the appointments. |
2 |
| Create, Search, View, Edit & Cancel | User will be able to create, search and view the appointments. |
3 | Terminal Operator admin | Search, View & update request | User will be able to view and can approve/reject any appointments. |
User Journey
Below diagram is the actual user journey of the user for booking a container verification appointment.
Login to DR Trade
Go to eservices.drtrade.do
If you're a new user, sign up to the application. Follow the Client Registration user guide for signing up to DR Trade.
If you already have an account, sign in in to the application by providing the Email Id/Username and Password in the login page, and click the SIGN IN button.
Container Verification landing page
Navigate to Manage -> Operations-> Container Verification
The Container Verification Search page loads on screen. Enter the known search criteria in the respective fields and click the Search button.
Container Verification Search
Upon clicking on Show More, more criteria are displayed.
The search criteria are as follows :
Field Name | Description |
|---|---|
Container#/Reference/BOL, BRN | Enter the container number, or reference, or bill of lading, or BRN to search by any of these values |
Appointment date | Select the appointment date (from date and to date) from the calendar in this field, to see all container appointments during this period. |
Shipping Status | Search by the shipping status - Export or Import. |
Status | Select a status from the dropdown to search containers by status. |
Classification | A multi-select field where you can select the location. |
Line | Enter the line code to filter by shipping lines. |
After entering the search criteria, the user must click on Search button to see the list of search records which the user is authorized to see.
Click the Reset button, all the search results will get cleared and initial search screen will display.
Click the PDF or CSV icon to download and view the selected list in the pdf or CSV format. A Download PDF/CSV pop up window appears.
To view any container details from the list, click on the Container number hyperlink.
The details page will load as below :
Create Appointment
Users can create the container verification appointment by clicking on create verification appointment button present in the container verification landing page. Create verification appointment button will be available to all the users except terminal operator admin.
Once user clicks on the create button below screen will be present to the user :
If user selects Import then user can select container by Bill of Lading or by Container Number.
If user selects Export then user can select container by Booking Reference or by container Number.
Once user provides the mandatory inputs Apply button will be enabled. User will click on the apply button and based on the input the results will load as below :
User can select the containers for which he wants to book an appointment. User will select the containers and click on the next button, User will get the appointment details page as below :
Appointment details are as follow :
Field Name | Description |
|---|---|
Appointment Details | |
Reference Number | User has to provide the reference number for making the appointment. |
Classification | A multi-select field where you can select the location. |
Cargo Type | Cargo type will be loaded by the system based on the selected container. |
Additional Cargo Details | User will provide the additional details about the cargo. |
Service Type | A multi-select field where user can select the service type for the selected containers. |
Appointment Date | User will select the appointment date for which he want to book for the verification. |
Appointment Slot | A multi select field where user will select the available appointment time. |
Representative Details | |
Representative Name | User has to provide the representative name who will do the inspection. Terminal will share the representative details to the user. |
Cedula No/Passport No | User will provide the passport number of the representative. |
Phone Number | User will provide the phone number of the representative. |
User will be able to add up to 5 representative details only.
User will be able to add up to 5 attachments only.
Once all the data are correctly provided Book Appointment button will be enabled.
On click of book appointment button, an appointment will be booked and the user will get the below success screen with the appointment details.
Edit Appointment
Once the user books the appointment status of the appointment will be Submitted. The user will be able to modify the appointment details if in case the user wants to update. User will click on the edit button as shown below and the Edit appointment page will be open where user can modify the details and clicks on the Save button to can save the changes.
User can edit their appointment details up to cut time which is 5 PM before the appointment date, after that edit icon will be disabled.
Cancel Appointment
Users can cancel the container verification right after submission or even if appointment is planned but not after the cutoff time (5 PM before the appointment date). User will search the appointment, click on the edit button and in edit page can click on the Cancel Verification button to cancel the appointment. Below screen will be present to the user.
Admin Functionality
Admin will be able to view the container verification appointments made by different users. Admin can review the appointment details and update the appointments status. Admin will get the below screen after login once he navigates to Manage -> Operations-> Container Verification.
Admin will provide the Container Number/Reference Number/Bill of Lading/Booking Reference Number or the Appointment date and will click on the search button. User will get the below screen
Click the Reset button, all the search results will get cleared and initial search screen will display.
Admin can review the appointment details by clicking on the container number hyperlink. Below screen will be present to the user.
Admin will select the container number for which user wants to Plan/Reject Verification. Below screen will be present to the user.
If admin clicks on the Plan Verification, appointment will be booked and the status of the appointment will be changed from Submitted to Planned.
For end user also status of the appointment will be changed from Submitted to Planned.
If admin clicks on the Reject Verification, appointment will be rejected and the status of the appointment will be changed from Submitted to Rejected.
For end user also status of the appointment will be changed from Submitted to Rejected.
After appointment is planned and verification is completed, Admin can complete or Reject the appointment. Admin will select the appointment and clicks on the Complete Verification button, status of the appointment will be changed from Planned to Completed. If admin clicks on the Reject Verification button, status of the appointment will be changed from Planned to Rejected.
Status Flow of Appointment
Below are the statuses for a container verification appointment :
Status | Description |
|---|---|
Submitted | Once user books an appointment, status of the appointment will be Submitted. |
Planned | Once Admin approves and plans the appointment, status of the appointment will be Planned. |
Cancelled | Once user cancels the appointment, status of the appointment will be Cancelled. |
Completed | Admin will update the planned appointments to Completed by clicking on the Complete Verification button once the verification is done by the representative. |
Rejected | Admin have the freedom to reject the appointment based on multiple criteria by clicking on the Reject verification button. |
Notification
System will send the below event notification to the user :
Direction | From | To | Type (Email/Event) | Scenario | Description |
|---|---|---|---|---|---|
Outward | CCS |
| Event | Appointment Amendment | Once user modifies the appointment details after it is planned, system will send the event notification to the mentioned users. |
Outward | CCS |
| Event | Appointment Cancellation | Once user cancels the appointment after it is planned, system will send the event notification to the mentioned users. |
Alerts
CCS will show the alert messages for the below scenarios :
Type (Banner/Email/SMS) | Info/Warning/Error | Scenario | Description |
|---|---|---|---|
Banner | error | Please select container with same status | when user selects containers with different status. |
Banner | error | Uploaded file exceeds size limit of 2 MB | When user uploads attachment of more than 2 MB |
Banner | Info | Verification appointment successfully created | When the appointment is successfully booked for the container verification |
Banner | Info | The verification request(s) are cancelled. | When the appointment request is cancelled by the user. |
Banner | Info | Verification Request(s) rejected Successfully. | When the appointment is rejected by the admin. |
Banner | Info | Verification Request(s) Completed Successfully. | When the appointment is completed by the admin. |
Banner | Info | Verification request(s) planned. | When the appointment is planned by the admin. |
Business Validations
Below are the business rules for the admin/end-users for container verification service :
Users | Business rules |
|---|---|
Admin
|
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End-Users
|
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