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Shipper Scheduler Training

Shipper Scheduler Roles

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Shipper Scheduler Training

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    1. Shipper Scheduler Training

    2. Shipper Scheduler Roles & Responsibilities The DOE Federal Program Manager (PM) authorizes use of TRANSCOM. Upon authorization from the DOE PM, the TCC Operations Manager (or designee) will coordinate to obtain necessary information and establish a shipment route and campaign in TRANSCOM.

    3. Shipper Scheduler Roles & Responsibilities (cont.) It is the responsibility of the Shipper or Designated User to schedule shipments in TRANSCOM. It is the responsibility of the TCC and the DOE Federal Program Manager to provide Shippers or Designated Users with the appropriate training prior to the inception of a shipment.

    4. Shipper Scheduler Roles & Responsibilities cont. A Bill of Lading (BOL) or Manifest must be faxed to TCC from the shipper prior to departure In an emergency the TCC Operations Manager (or designee) will schedule a shipment and input BOL information into TRANSCOM on behalf of the shipper/designated user. Prior coordination required!!

    5. How to schedule a shipment Information needed to schedule shipment Bill of Lading Number (Shipment ID #) Ensure that the Bill of Lading number (Shipment ID #) is entered correctly prior to saving. This field cannot be edited after saving Number of Packages Designated User Departure Date & Time (mm/dd/yy<space>hhmm) Scheduled Arrival Date and Time (mm/dd/yy<space>hhmm) Type of shipment – CH or RH (CH is default) HRCQ if applicable Details (any comments pertaining to the shipment)

    6. How to schedule a shipment Enter your shipment data Go to “Scheduler” from the Main Menu Click on “Add Shipment” – Must click on prior to adding shipment information or shipment will not save. The Designated User will populate at this time.

    7. How to schedule a shipment Enter all pertinent information into the form, this information should be obtained from the Bill of Lading. (Use the TAB button to maneuver in the system) Reminder: The BOL# cannot be changed after saving. Please contact TCC if you save the number and it is wrong. TCC will archive the shipment and you will need to re-enter the shipment with the correct BOL number.

    10. Highlight the shipment just scheduled Go to Access BOL

    11. TRANSCOM Access BOL Shipment ID will already be displayed – confirm correct Confirm Site Code is correct (using List of Values-down arrow)

    14. TRANSCOM Access BOL

    15. TRANSCOM Access BOL Select “Placards” (click on the LOV button to select) Select OK to save record and return to the BOL screen

    16. TRANSCOM Access BOL Select “Labels” (click on the LOV button to select) Select OK to save record and return to the BOL screen

    17. TRANSCOM Access BOL

    18. TRANSCOM Access BOL

    19. TRANSCOM Access BOL

    20. April 2008 20

    21. TRANSCOM Access BOL Assign a user friendly template name (i.e.SRS_WIPP) Will this template be available to other shipper/schedulers at your site? Y/N Assign a brief template description Save template When complete, click on “Save Icon” on tool bar Backdoor to main menu

    22. How to schedule a shipment using a template Go to Scheduler on main menu Select Add Shipment button (the DU will populate) Select Create from Template button

    23. How to schedule a shipment using a template Enter a new shipment id for your shipment Select a template id from the drop down list of values

    24. How to schedule a shipment using a template Select create BOL from Template

    25. How to schedule a shipment using a template Enter specific information regarding your shipment, such as departure date/time etc. Confirm Origin and Destination are correct. Select Carrier.

    26. How to schedule a shipment using a template When complete, click on “Save Icon” to save your record.

    27. Go to the Shipments – select shipment you just scheduled.

    29. Where To Get More Information TCC Support Website http://tcc.transcom.energy.gov TCC Help Desk (575) 234-7105 TCC Program Manager (505) 363-3057 DOE Program Manager (575) 234-7643

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