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CPMS C ollection P oint M anagement S ystem. Operations Programs Support San Francisco District. Training Guide. July 2008. CPMS.
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CPMSCollection Point Management System Operations Programs Support San Francisco District Training Guide July 2008
CPMS This course was developed to train San Francisco District post offices and stations in the theory of CPMS for application within their functional area of responsibility.
Table of Contents • Getting Started with CPMS • Viewing Collection Data • Scanning • Reports
Getting Started with CPMS • A nationwide database that manages information about all collection points, including Express Mail… - basic building blocks are the information provided by each District • Major information source for review and analysis of collection box trends - CPMS was designed to aid field managers in controlling collection activities
Getting Started with CPMS (cont) Purpose: to improve the management of collection point scheduling and location information…and ultimately customer service
Getting Started with CPMS (cont) • Valuable resource for independent audits of USPS customer service (EXFC) - CPMS directly impacts the First Class Measurement (EXFC) • Web-based, so updated to near real time whenever changes or edits are made…only Operations Programs Support can change “hard data” such as locations, collection times, location ID’s, route ID’s , etc.
Getting Started with CPMS (cont) • screens are user-friendly, with messages, menus, and graphics listing CPMS functions, drop-down menus listing the options, and pop-ups showing advice and useful information • any screen can be printed
Getting Started with CPMS (cont) Important terms… • Collection point: typically blue standard or snorkel box but could be APC, mail slots, and dock collection sites. • Location: physical location of one or more collection points. A location could have multiple collection points each with its own identity, called a Location ID. • Facility: Any post office, station, or branch. Every facility will have records for its collection points in CPMS.
Getting Started with CPMS (cont) Typically run from any ACE workstation with browser
Viewing Collection Data As a Delivery Unit CPMS user, you can view and print collection point data for your zip code and facility…
Viewing Collection Data (cont) …but first you must gain access to CPMS by requesting and receiving approval from your manager or approving authority. To request access, follow these steps:
Viewing Collection Data(cont) 1) go to the USPS blue page…click the “My Work” tab
Viewing Collection Data (cont) 2) under the “General Tools” column, click “eAccess”
Viewing Collection Data (cont) 3) inside window labeled “Request Access for Myself”, click “Applications” tab
Viewing Collection Data (cont) 4) in “Search for Applications” box, type “CPMS” , then hit the Search button
Viewing Collection Data (cont) 5) click on the link… “Collection Point Management System (CPMS)”
Viewing Collection Data (cont) 6) update user details as required 7) click on the drop-down boxes below to reach “Delivery Unit” and “San Francisco” 8) enter date access is needed
Viewing Collection Data (cont) 7) update your manager/approval authority (use Cathy Swarm, 707-778-5245) 8) click “Next”
Viewing Collection Data (cont) 9) edit as required 10) submit request
Viewing Collection Data (cont) you will be notified within a few days via email of your approval status
Viewing Collection Data (cont) Now that you have approval, there are 2 methods to access CPMS: from the USPS blue page, click the “My Work” tab…
Viewing Collection Data (cont) under the “Moving The Mail Tools” column click on CPMS
Viewing Collection Data (cont) Access to the USPS blue page is not necessary to get into CPMS…
Viewing Collection Data (cont) To access CPMS from any browser, such as Microsoft Internet Explorer… …type http://cpms in the address bar and select Go, or Enter on the keyboard
or or or
Viewing Collection Data (cont) 3) select “Enter Application” button
Viewing Collection Data (cont) 4) enter your ACE Logon ID and Password 5) select Log On button
Viewing Collection Data (cont) remember… The USPS blue page is not required to access CPMS!!
Viewing Collection Data (cont) - after logging on to CPMS, the first screen you see is the Exception Report…the primary report used to view collection data for your zone. We’ll go into more detail later in the Reports section of the course.
Viewing Collection Data (cont) You may want to view more detail about each collection point within your zip code…to do this go to the Collection Point Data Screen. Access this screen by clicking on the COLLECTION tab on the blue menu bar.
Viewing Collection Data (cont) The screen you see will be the first collection point in your CPMS database, based on it’s location ID…a ten-digit number which uniquely identifies each collection box (or collection point) in CPMS. >same as the CPMS bar code label<
Viewing Collection Data (cont) The first five digits of the location ID are the zip code of the collection point…the last five digits consist of sequential numbers from 00000 to 99999, assigned by the application and cannot be changed. 9440200004