Sort Program Management System (SPMS) WebEES Electronic Edit Sheet (EES)

1. Sort Program Management System (SPMS) WebEES Electronic Edit Sheet (EES)

2. Electronic Edit Sheet Navigating the System • Log On • Go to an Application • Navigating in the System • Help Electronic Edit Sheet Training

3. Electronic Edit Sheet Logging on to the system Electronic Edit Sheet Training

4. IP Addresses Electronic Edit Sheet Training

5. Electronic Edit Sheet Logging on to the system Electronic Edit Sheet Training

6. Electronic Edit Sheet Logging on to the system Electronic Edit Sheet Training

7. Electronic Edit Sheet Go to an Application • Applications you can access are listed in the left menu bar. • To access the applications, click links on the left menu bar. Electronic Edit Sheet Training

8. Electronic Edit Sheet Navigating in the System • Avoid problems with any of the EES web-based apps, do not use browser's Back or Refresh button. • Navigate using only the provided links, tabs, and buttons on the pages. Electronic Edit Sheet Training

9. Electronic Edit Sheet Help Electronic Edit Sheet Training

10. Electronic Edit Sheet Applying Holdouts • Main Pages in EES • Search for an Address Record • Display Alternate Address Records • Apply a Holdout • – City Routes (WC-POBT) • – Rural Routes (COA-NDD-TND-WC-POBT) (Station Input Editor request form is required for holdouts.) Electronic Edit Sheet Training

11. Station Input Editor Request Form Electronic Edit Sheet Training

12. Electronic Edit Sheet Main Pages • The Zone/Carrier Page • The Station Input Page • The Holdouts Page Electronic Edit Sheet Training

13. Electronic Edit Sheet Zone/Carrier Page • To make station input changes (rural routes only): • Click EES on left menu bar. Zone/Carrier page opens. • From “Select a station” list, click station. List of Zones displays on right side. Electronic Edit Sheet Training

14. Electronic Edit Sheet Zone/Carrier Page • Click Desired Zone to Display List Of Carrier Routes • Click the Carrier Route (in the CRID Column) Containing Address Record to Access. Electronic Edit Sheet Training

15. Electronic Edit Sheet Station Input Page • Station Input Page Opens • Can Find An Address Record and Make Many of the Changes From Here Electronic Edit Sheet Training

16. Electronic Edit Sheet Find • Find an Address Record in the Current Carrier: • In Station Input page in the Find field, type text searching for: the +4, street number, street name, street suffix, or firm name). • Click Find or press Enter. If the string was found, Station Input page shows the address record with the string highlighted. Electronic Edit Sheet Training

17. Electronic Edit Sheet Advanced Find On Station Input page, click Advanced Find. Electronic Edit Sheet Training

18. Electronic Edit Sheet Advanced Find • Click option next to find (Address, +4, or Firm) and click in text field and type in the string to find. • Click Find or press Enter. Advanced Find displays all address records with matching string. • Click Go link to view or edit one of the address records. • Station Input page opens with that record selected and you can modify the address record by clicking link in Holdouts column. Electronic Edit Sheet Training

19. Electronic Edit Sheet Display Alternate Address Records • Addresses with Alternate Records Display in Green as a Link • Click Any Portion of Address Record Link • The Alternate Record Shows Below Address in Italics and A in Checkbox Column • To Show All Addresses in Route, Select Show Alternate Checkbox At Page Bottom • To Hide All Alternate Records, Clear the Checkbox Electronic Edit Sheet Training

20. Electronic Edit Sheet Applying Holdouts • In Station Input page, locate the address record getting the holdout. • Click the record's link in the Holdouts column • Note: link in Holdouts column appears as 2 dashes (--) if no holdout for that address. • If there is a holdout, a code is displayed in the column. A Code Appears in the Holdouts Column for the Added Holdout Electronic Edit Sheet Training

21. Electronic Edit Sheet Applying Holdouts – (con’t) • Mark Holdout For Address: • Click choice next to the holdout you are applying • Specify additional info (start/end date, non-delivery day, POBT, etc.) • Click OK to save changes and return to Station Input. Holdouts column displays code for holdout added Electronic Edit Sheet Training

22. EES Holdout Types Electronic Edit Sheet Training

23. Electronic Edit Sheet Dates for a COA or TND Holdout • To change the dates for the COA or TND, click the calendar icon next to the Start Date or End Date field. Electronic Edit Sheet Training

24. Electronic Edit Sheet COA or TND Holdout - Calendar Electronic Edit Sheet Training

25. Electronic Edit Sheet POBT – Rules for Applying • Must determine if the street address is connected to a P.O. Box record within the current zone or, if the customer's P.O. Box is outside the current zone. • When you link the street address to a P.O. Box record within the same zone, mail sorting is affected -All of a customer's mail gets sorted to the designated P.O. Box Section. • If the PO Box is not in the same Zone, it will sort under the P001 label. Electronic Edit Sheet Training

26. Electronic Edit Sheet POBT – Rules for Applying (con’t) • Link a street address to a P.O. Box record only if the customer's mail should automatically be sorted to the P.O. Box. • Can set a POBT for only one record at a time. • More than 1 street record can be assigned to a P.O. Box. • If HRS is off for a building, you can set the POBT only to the DPS option for the record. • AMS reviews P.O. Box Throwbacks. Delivery Unit can only temporarily mark an address for this holdout. EES keeps the transaction for 21 days. Electronic Edit Sheet Training

27. Electronic Edit Sheet POBT – Applying Holdout • In Station Input page, locate address record where applying the POBT. • For that record, click link in the Holdouts column. Holdouts page opens. • Select the PO Box Throwback option. • Click Modify Destination. POBT page opens. Displays zone where record is located and box routes within that zone. Electronic Edit Sheet Training

28. Electronic Edit Sheet POBT – Applying Holdout (con’t) • To expand a Box route, click it • To sort the address record's mail to a different destination, select an option from the list: • Sort it to a P.O. Box, select the P.O. Box • Sort it to a P001 route, select P001 (Sort mail to P001 or S999) • Mark as a POBT but still sort mail to the carrier to which it belongs, select DPS Note: If you are setting the POBT for a hi-rise record and HRS is off, this is the only valid choice. Electronic Edit Sheet Training

29. Electronic Edit Sheet POBT – Applying Holdout (con’t) • Click OK. The Holdouts page opens and the selection you made is displayed in the P.O. Box Throwback field. • Click OK to save the changes and return to the Station Input page. A code (such as P, D or L) appears in the Holdouts column according to the type of POBT applied to the address record. Note: There is a known error in the EES software regarding new address records with a P.O. Box Throwback holdout linked to a P.O. Box (shown as an L in the Holdouts column in the Station Input page). When AMS approves the new address record in this case, the software erroneously removes the link. The workaround for this, until the error is fixed, is to return to the street address record and again add the link to the P.O. Box. Re-adding the link does not require AMS approval. Electronic Edit Sheet Training

30. Electronic Edit Sheet Change or Clear a Holdout • In the Station Input page, locate the address record. • For that record, click link in Holdouts column. • To change the holdout: click choice next to holdout. • To clear the holdout, select the None choice. • Depending on the selection, EES prompts for whether to change the current holdout to the new holdout or to None. • To continue with the change, click OK. • If changing the holdout and not removing it, specify any additional information. • Click OK to save the information. Electronic Edit Sheet Training

31. Electronic Edit Sheet Hi-Rise And Multiple Delivery Points (M-records) Electronic Edit Sheet Training

32. Electronic Edit Sheet Viewing Hi-Rise Records (con’t) Electronic Edit Sheet Training

33. Electronic Edit Sheet Hi-Rise Report • From the Station or Zone/Carrier Page • Click Reports to Open Reports Page • Click Hi-Rise Sorting to Open HRS Report Page Electronic Edit Sheet Training

34. Electronic Edit Sheet Hi-Rise Report (con’t) • Select Entire Zone or Current Carrier • Select HRS Options • Click Create Report • Click “To Excel” to Save as an Excel file Electronic Edit Sheet Training

35. Electronic Edit Sheet Multiple Delivery Point • View multiple-delivery point hold (M-record) • An “M” Will Appear in the Holdout Column M M Electronic Edit Sheet Training

36. Electronic Edit Sheet Changing Edit Sheet Information Electronic Edit Sheet Training

37. Electronic Edit Sheet Changing Edit Sheet Information • Log Into Sort Program Management System (SPMS) • Click EES in the Left Menu • This is the Zone Carrier page • Select a Station From the Station List • Click Zone to Expand the Zone • Click the Carrier Route to Edit Electronic Edit Sheet Training

38. Electronic Edit Sheet Changing Edit Sheet Information – (con't) • This is the Station Input Page • Click the Link in the Holdout Column Electronic Edit Sheet Training

39. Electronic Edit Sheet Changing Edit Sheet Information – (con't) • This is the 1621 Area of the Holdout page Electronic Edit Sheet Training

40. Electronic Edit Sheet Edit Sheet Fields Electronic Edit Sheet Training

41. Electronic Edit Sheet Edit Sheet Fields – (con't) Electronic Edit Sheet Training

42. Electronic Edit Sheet Delivery Type Codes • Delivery Type Code Consists of Three Parts • Usage • Type • Nostats Electronic Edit Sheet Training

43. Electronic Edit Sheet Delivery Type Codes – (con't) • Usage Code – 1st Character Electronic Edit Sheet Training

44. Electronic Edit Sheet Delivery Type Codes – (con't) • Type Code – 2nd Character Electronic Edit Sheet Training

45. Electronic Edit Sheet Delivery Type Codes – (con't) • Nostats – 3rd Character Electronic Edit Sheet Training

46. Electronic Edit Sheet Delivery Type Codes – (con't) • Type Code for Boxes Electronic Edit Sheet Training

47. Electronic Edit Sheet Relay Data Electronic Edit Sheet Training

48. Electronic Edit Sheet Drop/CMRA • Drop/CMRA • Record Must Not be Nostats • Drop 2 – 999 • CMRA 1 - 999 Electronic Edit Sheet Training

49. Electronic Edit Sheet Case Configuration • Flat Specifies a New Flats section • Row Specifies a New Row Begins • Blank Specifies Number of Empty Cells After • Remove Checkbox to Clear • Case Label Info can be added here Electronic Edit Sheet Training

50. Electronic Edit Sheet Letter/Flat Cell Size • Select the Number From the Desired Drop Down List Electronic Edit Sheet Training