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APL

Info on Demand System

Users Guide
The information contained within this
document is the property of Globe Telecom,
Inc. and is protected by copyright. No part of
this document may be photocopied,
reproduced or translated in any form or by any
means, or stored in a retrieval system or
transmitted electronically or otherwise,
without the prior written consent of Globe
Telecom, Inc.

Although every endeavor has been made to


ensure that the information contained within
this document is up to date and accurate,
Globe Telecom, Inc. cannot be responsible for
any inaccuracy or error in the information
contained within this document and Globe
Telecom, Inc. shall not be liable for any
incidental or consequential damages which
may arise in connection with the furnishing,
reliance or use of information contained
within this document.

Globe Telecom, Inc. reserves the right to the


change of information contained within this
document and any product specification
without notice.

Copyrighted © 2010. Globe Telecom Inc. All


rights reserved.

First Edition: October 2010


Table of Contents
Revision History....................................................................................................................................... 6
Chapter One General Information ........................................................................................................... 7
Chapter Two System Specifics ................................................................................................................. 9
Process Flow........................................................................................................................................ 9
System Configuration ........................................................................................................................ 11
General Constraints........................................................................................................................... 12
Chapter Three Target User Analysis ....................................................................................................... 13
System User Demographics ............................................................................................................... 13
Operations Definition ........................................................................................................................ 13
User Classes and Characteristics ........................................................................................................ 14
Chapter Four Using the Manual ............................................................................................................. 15
Parts of the Screen ............................................................................................................................ 15
Module Tabs...................................................................................................................................... 15
Module Indicator............................................................................................................................... 16
Left Panel .......................................................................................................................................... 16
Module Work Area ............................................................................................................................ 16
QuickTap Tabs ................................................................................................................................... 16
Organization of the Manual ............................................................................................................... 16
Chapter Five The System ....................................................................................................................... 17
Logging In.......................................................................................................................................... 17
Displayed Information ....................................................................................................................... 19
Data Filtering..................................................................................................................................... 19
Security ............................................................................................................................................. 21
PIN Generation.................................................................................................................................. 21
Creating New Vessel Voyage.............................................................................................................. 22
Modifying Existing Vessel Voyage ...................................................................................................... 28
Deleting Vessel Voyage...................................................................................................................... 30
Admin................................................................................................................................................ 32
Customer Maintenance ..................................................................................................................... 32
Creating a New Customer Maintenance Entry.................................................................................... 32
Creating New Customer Maintenance Entries by Bulk........................................................................ 39
Modifying an Existing Customer Maintenance Entry .......................................................................... 41
Deleting Customer Maintenance ....................................................................................................... 46
SMS Blast........................................................................................................................................... 48
Sending an SMS Blast Message .......................................................................................................... 49
Reports.............................................................................................................................................. 51
Retrieving Report Data ...................................................................................................................... 52
My Profile.......................................................................................................................................... 55
Changing Password............................................................................................................................ 55
Retrieving User Activity ..................................................................................................................... 58
Add to Favorites ................................................................................................................................ 59
Logging Out ....................................................................................................................................... 61
Cannot log in to the system ............................................................................................................... 62
Failure to Create New Vessel Voyage................................................................................................. 63
Failure to Update Existing Vessel Voyage........................................................................................... 66
Failure to Upload Customer Maintenance Bulk File............................................................................ 68
Failure to Update Existing Customer Maintenance entry ................................................................... 70
Failure to Send an SMS Blast Message ............................................................................................... 70
No Report Data Generated ................................................................................................................ 72
Failure to Change Password............................................................................................................... 73
No User Activity Data Generated ....................................................................................................... 74
Screen cannot be marked as Favorite ................................................................................................ 75
User is automatically logged out of the system .................................................................................. 75
Revision History

Revision Number Author Revision Date Reason for Revision

1.1 Project Staff 2011.01.05 Updated the document format and section.

1.2 Project Staff 2011.01.06 Updated the PIN Generation Section and
Customer Maintenance(New Customer)

APL IoD User’s Guide Page 6


Overview

Chapter One General Information


This chapter introduces important basics about APL Info on Demand System that you’ll want to know.

About APL IoD


APL is one of the leading names in the field of global logistics and transport. In order for the company to
cope up with the ever growing requirements of the business and its customers, Globe Telecom has
developed a system that would cater to the company’s shipment tracking information requests. By
converging the company's default Web tracking system with mobile technology, APL's Info on Demand
System emerged. Through this newly developed system, customers would now be able to track their
shipments by requesting for their deliveries'current status using mobile phones. With this new
technology, requesting for tracking information is now just as easy as texting somebody.

Points of Contact
Contact persons for the APL Info on Demand are as follows –

For project engagement:


Mr. Victor Paolo Endaya – Project Manager

For business requirements concern:


Ms. Michelle Garrachico – Project Sponsor

For system design and system architecture:


Mr. Bryan Kenneth Tsang, System Analyst, CAD

For system development/programming:


Mr. Robert Cortez, Developer, CAD

For quality assurance:


Ms. Grace Ann Goyagoy, QA Specialist, CAD

Coordination
For technical assistance please call the Service Management group 24/7 on the helpline
number 730-1999 (24 hours).

APL IoD User’s Guide Page 7


Information
If a user requires Technical Assistance regarding the APL Info on Demand, please contact concerned
Globe Customer Technical Support on the following number:
Globe Hotline Tel no: 730-1999, or Email: customersupport@globetel.com.ph.

Contingencies and Alternate Modes of Operation


In case of non-availability of system on the Internet due to any reasons, the User can submit or email
their concerns accordingly to customersupport@globetel.com.ph or contact Globe Hotline at 730-1999.
If the problem cannot be solved over the phone or by email, on-site support shall be provided.

APL IoD User’s Guide Page 8


Chapter Two System Specifics

This portion exposes the main operating routine of all the modules within APL IOD.

Process Flow
After the user has logged into the system, a module or a QuickTap tab must be selected in order for the
program to determine the user’s target process. The system would conclude the operation according to
the selection made by the user. After the user has completed his/her tasks within the system, he/she
should log out in order to protect both the system and his/her user account.

General Flow Step / Documentation

Overview Process

1. Log in to the APL IoD portal.

2. In APL IoD, tasks are represented by


modules. The modules available in
the system are as follows:

 Home – Select Home to get quick


view of the recent Volume of SMS
Request.

 Security – Select Security to


manage vessel voyage registry.

 Admin - Select Admin to manage


information registry and mass
messaging.

APL IoD User’s Guide Page 9


General Flow Step / Documentation

Security

In this section, the user would be able to


create new, modify and delete existing
vessel voyage in the system.

Admin

Through this module, the users would be


able to organize Customer and User
Maintenance registries, also send general
text messages for customers.

Reports

Through this interface, the users would


be able to view and generate information
system log has accumulated in a
specifiable span of time.

APL IoD User’s Guide Page 10


General Flow Step / Documentation

My Profile

This interface facilitates the user's


changing of passwords for security
access purposes.

User Activity

Through this interface, the users would


be able to view user activities for a
specifiable span of time.

System Configuration
The following elements are required to access the APL IoD:

1. User must be registered into the system.

2. Client is running under a Javascript-enabled Web browser, such as the following:

 Mozilla Firefox (works best under versions 3.5.7 and 3.6)


 Internet Explorer (versions 7 and 8)

APL IoD User’s Guide Page 11


3. The system can only be accessed by authorized employees and registered customers of APL.
Customers should have sufficient credit balance in their mobile phone accounts in order to be
able of requesting shipment information.

General Constraints

 For data security, authorized personnel can configure the modules and
operations shall only be allowed for a certain user account for access.
 End-user passwords are modifiable, upon request to the enterprises‘ assigned
administrative users.
 System will be up and running 24/7.
 No direct access to the Database is allowed. The Master DB system has admin
tools to protect the integrity of the data.
 CAD will have no direct access to the database or the system once it’s in live
production, in case of support (by level), CAD will define support roles.

APL IoD User’s Guide Page 12


Chapter Three Target User Analysis
APL IoD has been designed to cater to a limited yet specific group of users.

System User Demographics


This page contains the system-user description of APL Info on Demand. This section provides a detailed
description of the system, processes, capabilities, features and design.

Below table provides a thorough breakdown of the operations cited in the user manual and the
respective group of users which are allowed to execute given activities.

APL IoD User Breakdown

# Activity User(s)

1 Manage Customer Registry System Administrator, User

2 Set Intra-Customer Relationship System Administrator, User

3 Manage Vessel Voyage Details System Administrator, User

4 Generate Report System Administrator, User

Operations Definition
All operations users are enabled to perform are grouped into activities in order to implement better
organization of the system. Below defines the operations given in the APL IoD User Breakdown table in
page 16.

Activity Groups Breakdown

Activities Contained Processes

Manage Customer Adding a new customer, edit existing customer entry(ies), delete
Registry customer entries.

Set Intra-Customer Defining the specific relationship of the customers to one another.
Relationship

Upload Vessel Voyage Specifying all the vessels content registered under APL, associating

APL IoD User’s Guide Page 13


Activities Contained Processes

Details Bill of Lading and Arrival Notice for packages being shipped.

Generate Report Retrieve reports according to the report type and date span specified.

User Classes and Characteristics


This portions aims to define the specific tasks and roles of each user group granted of their own
respective access into APL IoD.

User Group Definitions

User Group User Roles

The System Administrator is capable of executing all


operations ordinary users can, plus it can manage the
Systems registry of users. Through this system role, user
Admininistrator would be able to add, edit and delete APL IoD system
users, aside from being capable of doing all
operations ordinary Employee Users can do.

Employee An Employee User is authorized of basic access rights


over the APL IoD system, enabling him/her to commit
User customer management operations and logistic
tracking transactions.

APL IoD User’s Guide Page 14


Chapter Four Using the Manual

This chapter was included to orient the user on the parts, functions and processes used in creating the
document.

Parts of the Screen


The APL IoD screen is made up of several elements to allow the user to view data and shift from one
operation to another. This portion aims to familiarize manual users with the different parts and function
of each element existing within an IoD screen.

2 5
4

The common parts of an IoD screen are marked on the figure above. They are as
follows:

1. Module Tabs
2. Module Indicator
3. Left Panel
4. Module Work Area
5. QuickTap Tabs

Module Tabs
This portion is where the modules the IoD features are being displayed.
By clicking any of the modules in this portion, the user would be able to
shift from one module to another. This remains constant and static
within all pages and screens of the IoD. ™

APL IoD User’s Guide Page 15


Module Indicator
The Module Indicator displays the name of the module above the left panel.
This area serves as the user’s reference of which module is loaded at present.

Left Panel
The Left Panel contains direct links to the pages within the system that has been
marked by the user as favorite. This portion was only designed to display up to
five (5) favorite pages.

Module Work Area


The Module Work Area is where all the operations and transactions
take place. This area constantly changes, depending on the module,
folder or facility currently loaded by the user. Among all the parts of the
screen, the Module Work Area is the most physically dynamic portion
of the system.

QuickTap Tabs
The QuickTap Tabs are links that leads to pages of supporting system
functionality. These tabs are present on any screen the system features.
These tabs consist of four (4) links, three leading to a setting and details
modifying page, one for marking the currently loaded screen as a
favorite:

1. Reports
2. My Profile
3. Transaction History
4. Add to Favorites

Organization of the Manual


This user manual describes the general concepts and procedures for accessing information and
rendering operations APL IoD offers. The APL IoD User Manual is intended for the sole users of the
program.

This document is composed of several chapters where each portion features its own respective
elaboration of data. The first few chapters are centered into all systems, flows and information through
which IoD operates. The latter portions pertain on giving proper instructions on how to perform specific
recording and managing tasks through IoD.

Concepts and figures significant in presenting information and operations are presented. Supporting
images such as screenshots and flowcharts have also been provided.

APL IoD User’s Guide Page 16


Chapter Five The System
This chapter contains instructions on how to execute operations APL IoD has been designed to perform.

Logging In
In able for the user to gain access and control over APL IoD, he/she must first log in to the system.

1. Load your preferred Web browser. IoD has been designed to work well
under common Web browsers, specifically Internet Explorer and Mozilla
Firefox.

2. Enter http://203.177.84.131/apl/apl/index.php/main/ on the Web


browser’s URL portion.

URL

3. Enter your username and password. These details would be given to you by
your enterprise’s administrative user(s).

4. Click the Log In button.

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5. Once you have successfully logged in, you would be directed to the Home
page of the program.

APL IoD User’s Guide Page 18


Displayed Information
Displayed in the Dashboard page of APL IoD is the volume of SMS request of the customers. Data is
presented in bar graph format. The said graph is capable of representing up to six (6) classes, which
specifically are:

 ANB – Arrival Notice to be received both in Email and Fax.


 ANE – Arrival Notice to be received in Email only.
 ANF – Arrival Notice to be received in Fax only.
 BLB – Bill of Lading to be received both in Email and Fax.
 BLE – Bill of Lading to be received in Email only.
 BLF – Bil of Lading to be received in Fax only.

Data Filtering
By default, the Volume of SMS Request graph in the Dashboard page presents data accumulated by the
system since the first day of the month. However, data being presented can be filtered by specifying
date spans.

1. Login to the system. Enter your username and password, then click the
Login button.
2. Next screen would be the Dashboard page. From the Volume of SMS
Request graph area, either click the From data field or the date picker icon
beside the data field.

APL IoD User’s Guide Page 19


3. Enter the target From date. This may be done either by manually entering
the date in the data field or by selecting a date from the calendar window if
the date picker is used.

4. After entering the From date, proceed to the To data field. Specify the
target end date by doing the same steps done in specifying the From date in
this data field.

APL IoD User’s Guide Page 20


5. After specifying the date span, click the Retrieve button.

6. Graph would refresh its contents, now presenting the information that falls
under the specified dates.

Security
First module in the IoD screen is the Security module. This module is only composed of one sub-module,
which is the PIN Generation page. Through this page, the system would send customers a six-digit PIN
which shall be their passcode in obtaining AN and/or BL information through SMS.

PIN Generation
In order for the system to make sure that AN and BL information would be sent to the rightful
customers, it would assign each customer a PIN which shall be sent to the mobile number given by the
customer. This PIN shall be later be provided to the system when requesting for AN or BL information.

APL IoD User’s Guide Page 21


Creating New Vessel Voyage
Each vessel voyage carrying items for APL must be registered into the system in order for the company
to recognize its authorized transporter.

1. Login to the system. Enter your username and password then click Login.

2. Dashboard screen would first appear. From this screen mode, hover over
the Security module.

3. From the menu that would cascade, click the PIN Generation option.

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4. Next screen shall be the PIN Generation screen. From the radio button
options available, select the New Vessel Voyage option.

APL IoD User’s Guide Page 23


5. Fill up all the data fields available in the screen form.
The following are the data fields required to be accomplished when
registering a new vessel voyage:

 Vessel Voyage ID *
The unique identification code to be given to the vessel voyage being
registered. May consist of a maximum of six (6) alphanumeric
characters.

 Vessel Voyage Type *


The mode of transporting the vessel is committed to execute. Select if
AN or BL through the radio buttons available.

 Vessel Registry
Identify of the vessel as assigned by APL. First data field may consist of
four (4) numeric characters, while second data field may only consist of
two (2) numeric characters.

 Port
The port/pier to harbor the ship carrying APL’s cargos. Only
accommodates upper case alphabet and numeric characters.

 Report File for Upload

The XLS format file containing the details of the clients with items being
transported by the vessel voyage being registered.

6. Once done, click the Submit button.

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7. A confirmation message would appear to verify the process. Click the Save
button to proceed.

8. PIN Generation screen would refresh itself, indicating a notification


message at the bottom part of the screen.

APL IoD User’s Guide Page 25


What is correct format for Report Files to be uploaded?

In order for the system to recognize contents of the Report File to be


uploaded, the said file format and contents should conform according
to the format prescribed. Failure to comply with such rules would lead
to certain system errors. The following are the specific formatting rules
that must be followed to ensure success of the request:

 XLS Format
XLS if the default file format for all documents being generated by
spreadhseet applications, such as Microsoft Excel, OpenOffice.Org’s Calc
and Lotus 1-2-3. Other than the said format, system would no longer be
able to acquire content data from the file being uploaded.

 Content Format Column Sequence


Data content should follow the sequencing of columns the system is
only capable of reading. The following is the proper sequencing of
columns content data should follow:

1. LOAD_VESSEL 8. SHIPPING_CAP

2. LOAD_VOYAGE 9. CONSIGNEE
3. LOAD_PORT 10. CONSIGNEE_CAP_NUMBER

4. LOAD_PORT_CALL_NBR 11. NOTIFY_PARTY

5. DESTINATION 12. NOTIFY_PARTY_CAP


6. BL_NUMBER 13. ALSO_NOTIFY

7. SHIPPER_NAME 14. ALSO_NOTIFY_PARTY_CAP

 Content Data Format


Do not employ unnecessary decorative cell formatting.
System is not capable of deciphering information within
cells that complexly formatted.

APL IoD User’s Guide Page 26


After successfully uploading a Report File, all clients with mobile numbers registered in the uploaded XLS
file would receive an SMS message containing the specifics of their loads. Information contents of the
SMS are customizable, depending on the preference of APL.

Incoming SMS format (from txt connect)

<MessageData>
<inbox_id>12657943</inbox_id>
<userid>3303</userid>
<sender>09155667601</sender>
<message><![CDATA[ane 52707020 123ASf 1]]></message>
<received>2010-09-24T16:15:59</received>
<status>0</status>
<rate>1.0000</rate>
<folder_id></folder_id>
<chargeToCompany>false</chargeToCompany>
<sender_name>09155667601</sender_name>
</MessageData>

web_sms_blast_20101004128617501548
<?xml version="1.0" ?>
<MessageRoot>
<MessageData>
<recipients>09275264468,09275264468</recipients>
<message>Hi</message>
</MessageData>
</MessageRoot>

APL IoD User’s Guide Page 27


Modifying Existing Vessel Voyage
There are instances wherein an error might have occurred when the Vessel Voyage has been first
registered, or a sudden change of information has taken place after its record has been created in to the
system. To keep the registry entries aligned with the actual data of the transaction, modification of
Vessel Voyage is allowed in APL IoD.

1. Login to the system. Enter username and password then click the Login
button.
2. Dashboard screen would first appear. From this screen mode, proceed to
Security -> PIN Generation.
3. Next screen shall be the PIN Generation screen. From the radio button
options available, select the Update/ View Existing Vessel Voyage radio
button option.

4. Target Vessel Voyage can either be specified by directly encoding the Vessel
Voyage ID, or by selecting from the drop down window, which can be
activated by clicking the View All button.

APL IoD User’s Guide Page 28


5. After specifying the target Vessel Voyage, data fields would then reflect the
information it has been initially registered with. Modify all the fields
necessary.

6. To upload a Report File, Tick on the checkbox and click on Choose File.

7. Once done with all the modification, click the Submit button.

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8. A confirmation message would appear to verify the process. Click the Save
button to proceed.

9. PIN Generation screen would refresh itself, indicating a notification


message at the bottom part of the screen.

Deleting Vessel Voyage


Deletion of Vessel Voyages is allowed in APL IoD so as to avoid redundancy of entries within the system.

1. Login to the system. Enter username and password then click the Login
button.
2. Dashboard screen would first appear. From this screen mode, proceed to
Security -> PIN Generation.
3. Next screen shall be the PIN Generation screen. From the radio button
options available, select the Update/ View Existing Vessel Voyage radio
button option.

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4. Identify target Vessel Voyage either by direct encoding or by selecting from
the View All drop down window.
5. After specifying the target Vessel Voyage, data fields would then reflect the
information it has been initially registered with. Click the Delete button.

6. A confirmation message would appear to verify the process. Click the Delete
button to continue.

7. PIN Generation screen would refresh itself, indicating a notification


message at the bottom part of the screen.

APL IoD User’s Guide Page 31


Admin
The other module in APL IoD is the Admin module. Through this module, the user would be able to
perform administrative actions, like moderating system users and company clients. Sending admin
messages and other important customizable SMS notifications can also only be possibly done through
this facility.

Customer Maintenance
It is important that APL should keep a copy of each of their customers details, may it be for future
reference purposes or for present operations related reasons. The Customer Maintenance facility of
APL IoD was designed for managing customer information. Through this page, the system would be able
to acquire the necessary contact details, identify roles and mobile messaging permissions, either
through single entry or by bulk data upload.

Creating a New Customer Maintenance Entry


A new Customer Maintenance entry must be created everytime a new party is recognized by APL as
their client.

1. Login to the system. Enter username and password then click the Login
button.
2. Dashboard screen would first appear. From this screen mode, hover over
the Admin module.

APL IoD User’s Guide Page 32


3. From the menu that would cascade, click the Customer Maintenance option.

4. Next screen shall be the Customer Maintenance screen. This screen is


composed of a form with several data fields that require data input in order
for the system to have a comprehensive record of the customers’ details.
Accomplish all the data fields that apply.

APL IoD User’s Guide Page 33


The following are the data fields required to be accomplished when
creating a new customer record for the system:

 Company Number*
The Company Number assigned by APL for the particular
customer being registered. May only consist of eight
numeric characters.

 Company Name*
The complete name of the customer company. Can consist
of alphanumeric characters, including symbols.

 Address 1*
The business address of the company.

 Address 2 and Address 3


Additional lines to acquire other address information of
companies with long addresses.

 City*
The city where the company is situated.

 State/Province
The State or Province where the company is situated.

 ZIP/Postal Code
The Postal Code of the company client’s address.

 Country*
The country where the company’s address is located.

 APL Representative
The name of the Shipper’s contact person to APL.

 Include AN Clause
Tick this checkbox if an AN clause should be included to the
Shipper.

 Shipper (Roles/Function)
Tick this checkbox if the role of the customer being
registered is Shipper.

 Forwarder
Tick this checkbox if the role of the customer being
registered is Forwarder.

APL IoD User’s Guide Page 34


 Shipper (Under Fowarder)
The name of the Shipper to handle the forwarder’s items.
This data field only activates when the Forwarder checkbox
is ticked.

 Consignee
Tick this checkbox if the role of the customer being
registered is Consignee.

 Shipper (Under Consignee)


The name of the Shipper to handle the consignee’s items.
This data field only activates when the Consignee checkbox
is ticked.

 Name
The complete name of the contact person authorized to
request.

 Fax Number*
The official Fax Number of the contact person where
notifications can be sent. Can only consist of numeric
characters.

 Email Address*
The official email address of the contact person where
notifications can be sent. Can consist of alphanumeric
characters, including symbols.

 Mobile Numbers Authorized to Request*


Customer’s mobile number(s) to be authorized of
requesting information from APL.

APL IoD User’s Guide Page 35


5. Once done, click the Submit button.

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6. A confirmation message would appear to verify the process. Click the Ok
button.

7. Customer Maintenance form would refresh itself, indicating a notification


message at the bottom part of the screen.

APL IoD User’s Guide Page 37


APL IoD User’s Guide Page 38
Creating New Customer Maintenance Entries by Bulk
In the event that multiple entries must be added into the Customer Maintenance registry of the system,
IoD has been developed with a feature that caters to bulk registration of new entries. By uploading
correctly formatted XLS files, system would be able to acquire new Customer Maintenance entry bulks
in no time.

1. Login to the system. Enter username and password then click


the Login button.
2. Dashboard screen would first appear. From this screen mode,
hover over the Admin module.
3. From the menu that would cascade, click the Customer
Maintenance option.
4. Next screen shall be the Customer Maintenance screen. From
the radio buttons available at the top part of the form, click the
New Customer (Bulk Upload) option.

5. Click the corresponding Browse button of the kind of


information to be registered into the system.

6. From the File Upload window that would appear, locate the
target XLS file from the computer.

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7. Once found, click the Open button.

8. Screen would revert back to its original state. Once done with
the XLS file selection, click the Submit button.

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9. A confirmation message would appear to verify the process.
Click the Save button to continue.

10. A confirmation message would appear to verify the process.


Click the Save button to continue.

Modifying an Existing Customer Maintenance Entry


Since Customer details may vary from time to time, IoD allows modification of these details to keep the
Customer information updated with their supposed format.

1. Login to the system. Enter username and password then click


Login.
2. Dashboard screen would first appear. From this screen mode,
hover over the Admin module.
3. From the menu that would cascade, click the Customer
Maintenance option.

APL IoD User’s Guide Page 41


4. Next screen shall be the Customer Maintenance screen. From
the radio buttons available at the top part of the form, click the
Update/View Existing Customer option.

5. Target Customer Maintenance entry can either be specified by


directly encoding the Customer Name, or by selecting from the
drop down window, which can be activated by clicking the View
All button.

APL IoD User’s Guide Page 42


6. After specifying the target Customer Maintenance entry, data
fields would then reflect the information it has been initially
registered with. Modify all the fields necessary.

APL IoD User’s Guide Page 43


7. Once done, click the Submit button.

8. A confirmation message would appear to verify the process.


Click the Yes button to proceed.

APL IoD User’s Guide Page 44


9. Customer Maintenance screen would refresh itself, indicating a
notification message at the bottom part of the screen.

APL IoD User’s Guide Page 45


Deleting Customer Maintenance
In order to keep the system’s Customer Maintenance registry concise, APL IoD has been created to
permit deleting of entries. This operation is appropriate for getting rid of duplicate entries or customer
details that are no longer applicable to the company’s operation.

1. Login to the system. Enter username and password then click


Login.
2. Dashboard screen would first appear. From this screen mode,
hover over the Admin module.
3. From the menu that would cascade, click the Customer
Maintenance option.
4. Next screen shall be the Customer Maintenance screen. From
the radio buttons available at the top part of the form, click the
Update/View Existing Customer option.
5. Target Customer Maintenance entry can either be specified by
directly encoding the Customer Name, or by selecting from the
drop down window, which can be activated by clicking the View
All button.
6. After specifying the target Customer Maintenance entry, data
fields would then reflect the information it has been initially
registered with. All action command buttons at the bottom of
the screen would also activate at this point. Click the Delete
button.

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7. A confirmation message would appear to verify the process.
Click the Yes button to confirm.

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8. Customer Maintenance screen would refresh itself, indicating a
notification message at the bottom part of the screen.

SMS Blast
There are certain instances wherein the company might need to disseminate quick information or short
announcements to their customers. Through APL IoD, this can now be done through its SMS Blast
feature. With only a few rule conditions to be met, sending an SMS Blast Message is just as easy as
sending an SMS message through a mobile phone.

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Sending an SMS Blast Message
Before the system acknowledges the message sending operation request, user should first supply the
group of recipients to whom the SMS message should be sent to. Each SMS message can be composed
of as many as 480 characters.

1. Login to the system. Enter username and password then click


Login.
2. Dashboard screen would first appear. From this screen mode,
hover over the Security module.
3. From the menu that would cascade, click the SMS Blast option.

4. Next screen shall be the SMS Blast screen. Select first the
group(s) receipients of the SMS message.

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 All Authorized-to-Request Mobile Numbers
Tick this checkbox to send message to all mobile numbers
that are authorized by the system to request for AN or BL
SMS notifications.

 All To-Receive-Notification Mobile Numbers


Tick this checkbox to send message to all mobile numbers
that are registered to receive AN or BL SMS notifications.

5. Encode SMS message in the Message* data box.

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6. Once done, click the Submit button.

7. SMS Blast screen would refresh itself, indicating a notification


message at the bottom part of the screen.

Reports
Aside from storing shipping and transporting related data, APL IoD also stores past activities and figures
data. The Reports interface was created to cover this function. By specifying the particular time span
and by selecting the proper report type, the user would be able to obtain a copy of the report straight
from the system’s report containment facility.

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Retrieving Report Data
In order for the system to display the target report data, user should state specific parameters to which
the information pool should be limited to.

1. Login to the system. Enter username and password then click


the Login button.

2. Dashboard screen would first appear. From this screen mode,


click the Reports link.

3. Next screen shall be the Reports screen. From the drop down
window available, select the target Report type.

4. After selecting Report type, Filter By Date widget would appear.


Specify the From and To dates through the use of the date
picker tools that would appear upon clicking the data field(s).

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5. Once done with the necessary selections, click the Retrieve button.

6. Screen would extend itself to display the details of the specified


report. Click the Export to PDF button to download a soft copy
of the file.

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7. Reports data display would be converted into PDF screen
preview. From the Web browser tools, click the Save ( ) icon
to save the report’s PDF file into computer.

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My Profile
Users of IoD also have control over private properties of their access accounts. My Profile interface has
been created to house this account exclusive process.

Changing Password
Changing of password is necessary in maintaining security of accounts from being accessed by
unauthorized parties. Users are recommended to change the default password they have been given
with on their first login into another they are personnaly familiar with.

1. Login to the system. Enter username and password then click


the Login button.
2. Dashboard screen would first appear. From this screen mode,
click the My Profile link.
3. Next screen shall be the Change Password screen. Accomplish
all data fields available.

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The following are the data fields that can be found within this
screen:

 Current Password*
The present password of the account being used to access
the system.

 New Password*
The new password to be set for the account.

 Confirm Password
Re-enter new password in order to verify the accuracy of
the security character string provided.

4. Once done, click the Save button.

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5. A confirmation message would appear to verify the process.
Click the Ok button.

6. Change Password form would refresh itself, indicating a


notification message at the bottom part of the screen.

User Activity
Significant system activities committed by users can also be recorded by APL IoD. Under the User
Activity interface, operations that are committed by the logged in user can be viewed, complete with
the other details of the access. Through this feature, staffs would be able to track their system activities
for the sessions.

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Retrieving User Activity
User activities can be filtered according to specified time spans and users.

1. Login to the system. Enter username and password then click


Login.
2. Dashboard screen would first appear. From this screen mode,
click the User Activity link.
3. Next screen shall be the User Activity screen. Specify the From
and To dates using the date picker tool of each data field.

4. Once done, click the Retrieve button.

5. The User Activity screen would refresh contents of its data


table, now only showing activities that are committed only by
the user specified.

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Add to Favorites
The Add to Favorites button enhances the system’s navigation features by allowing the user to
customize the left panel, according to his/her selection of IoD screens. By clicking this link, the system
would bookmark the currently loaded screen into the left panel which can be accessed by the user
instantly everytime he/she is logged in to the system. My Favorites left panel is capable of
accommodating a maximum of eight (8) screen links.

1. Login to the system. Enter username and password then click


the Login button.
2. Dashboard screen would first appear. From this screen mode,
proceed to the screen/page to be bookmarked.
3. Once on the target screen page, click the Add to Favorites link.

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4. Screen would refresh itself. Notice that the My Favorites left
panel now features the link leading to the screen added as
favorite.

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Logging Out
After completing your routine within the system, it is important to logout of IoD in order to secure your
account from unauthorized use.

1. From any screen within APL IoD, click the Logout link.

2. Next screen shall be the system’s login page. At this point, you
are now officially logged out of the system.

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Troubleshooting
If you have a problem using IoD, check here first for solutions and advice.

When a problem occurs when using IoD, there is usually an easy


and simple answer. Know first the conditions that may have
caused the problem. Remembering the things you did before
the problem existed will aid you identify the possible causes and
then find the solutions you need.

Things to remember include:

 Availability of a stable connection to the Internet


 A copy of the XLS files for uploading
 Proper login access

For other problems that may occur not included in this


document and for further assistance, please contact respective
IoD Technical Support Team at 730-1999, or e-mail them at
customersupport@globetel.com.ph.

Cannot log in to the system


There are several factors why a user cannot log in to the system.

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Incorrect Username or Password

User access details are to be given to you by your company’s


System Administrator. Each username is paired with a default
password which is recommended to be changed after your first
log in for security purposes. Check user details if correct and re-
enter them in their respective data fields. If you are logging in
after you have changed your password, make sure that you are
entering the updated password key.

Failure to Create New Vessel Voyage


Creating a new vessel voyage has specific accomplishment
requirements in order for the system to consider the request
successful. Put the following conditions into consideration if
your previous request(s) to create a new vessel voyage has
failed:

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No Vessel Voyage ID entered

Vessel Voyage ID is a mandatory data field, therefore, system


would not registration of new entries if this information is not
supplied by the user. Make sure that you have entered the
correct Vessel Voyage ID before filling up other available data
fields within the screen.

No Report File to be uploaded

A Report File for uploading is required in registering a new


Vessel Voyage. It is within the said file that the salient
information about the clients owning items loaded on the vessel
being registered are stored. Through the contents of this XLS
file, the system would be able to have a record of the
authorized mobile number of each client. Make sure that there

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is a Report File to be uploaded before submitting the PIN
Generation screen.

Invalid File Format

XLS is the only format the file uploading facility of the PIN
Generation page only accommodates. Other than the said
format, system is not capable of reading information from other
word or spreadsheet document formats. Check if the file being
uploaded is on XLS format.

Invalid Report File

Contents of Report File must follow the format prescribed in


order for the system to recognize the data cited within the file.
Table must be free from unnecessary cell shade coloring and
other visual formatting attributes, since the system is also not
capable of decoding such complex factors. Format the contents

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according to the default column sequence specified by Globe
Telecom PS-CAD to prevent this kind of error.

Failure to Update Existing Vessel Voyage


Updating an existing vessel voyage only relies on the same
requirements when creating a new one. For any error that may
occur, please refer to the previous topic for complete details.

Failure to create New Customer Maintenance


Record
Customer Maintenance records require several information in
order for the system to have a detailed data registry of the
customer being entered. Consider the following factors why the
creation of a new Customer Maintenance record might fail:

Unaccomplished Mandatory Data Fields

A number of details are required to be provided in creating a


new Customer Maintenance record. Failure to supply values
within mandatory data fields would cause the request to
automatically fail. Make sure that appropriate details are
provided within such data fields in order to assure success of
the operation.

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Invalid Detail Entries

Certain data fields in the Customer Maintenance form has been


designed to recognize proper data formats. System would reject
saving of entry in the event that it has detected an invalid data
entry within a data field that has specific format requirements.

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Failure to Upload Customer Maintenance Bulk
File
IoD has specific requirements in order for the system to acquire
the information stored in an upload file. However, cases may
occur that the system might refuse to acquire the file being
uploaded. The following are the possible causes why IoD might
not accept upload file:

No File to be Uploaded

At least one file must be uploaded in order for the system to


process the Bulk Uploading facility for IoD’s Customer
Maintenance screen. Failure to select a file to be uploaded
would cause the system to automatically void the requested
process.

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Duplicate Contents

IoD is capable of detecting the contents of the upload file,


whether it has already been uploaded or not. System would
reject the uploading if it has detected that the contents of the
file being uploaded already exists within the system’s Customer
Maintenance registry.

Invalid File Format

The only file format IoD was designed to be only capable of


accommodating is XLS, a spreadsheet format common in
Microsoft Excel and OpenOffice.Org Calc. Uploading a file of a
different file format would be automatically rejected by APL
IoD.

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Failure to Update Existing Customer Maintenance
entry
Updating an existing Customer Maintenance entry only relies on
the same requirements when creating a new one. For any error
that may occur, please refer to the previous topic for complete
details.

Failure to Send an SMS Blast Message


Sending an SMS Blast Message may be easy, however, it is
important that the necessary form terms must be first met
before approving the note for sending. If an error occurred
while attempting to send an SMS Blast Message, refer to the
below cases which may have caused the problem:

No Recipient Specified

It is important to specify at least one group recipient for the


created SMS blast in order for the system to identify the parties
to whom shall the message be delivered. User may select one or
both of the groups presented in the SMS Blast screen. However,
failure to check at least one group recipient would cause the
process to be refused by the system.

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No Message

SMS Blast is a feature created to send mass SMS message to


APL's client recipients. Therefore, it is important that a message
should be encoded in the SMS Blast window before it is
submitted for sending. System would reject the process once it
detects that no message is encoded in SMS Blast's Message box.

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No Report Data Generated
Reports data relies on the actual figures and activities
information that the system has been able to gather. In the
event that the system has failed to pull a report result into the
screen, the following are the possible causes of this problem:

No Internet Connection

APL IoD requires a stable Internet connection for it to be able to


contacts its database. Absence of network connection would fail
a lot of operations the system is capable of committing, which
includes retrieval of Reports information from the database.

No Actual Data on Conditions Required

If the system has failed to pull Reports data after specifying limiting parameters, it is possible
that there is no transaction or figure that the IoD has recorded on the given date for the report
category selected. Make sure that the date span and Report type being selected is correct, and
that an actual transaction has really occurred on the target conditions.

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Failure to Change Password
Changing of password is allowed within the system, however,
there are certain reasons why the system might not permit this
operation:

Blank Mandatory Data Fields

All three data fields within the Change Password screen are
mandatory, therefore must be completed with their respective
values prior submitting. Failure to accomplish any of these data
fields would result the system to reject the password changing
request.

Passwords Do Not Match

To make sure that the user has entered the right password, IoD
requires the user to enter the new password twice. These two
password entries should match each other. However, if the
system detects that they are different from one another, IoD
would immediately inform the user of the discrepancy of
character entry.

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No User Activity Data Generated
If no User Activity data has been generated by the system after
clicking the Retrieve button, several factors may have inflicted
the situation:

No User Activity

Under this facility of the system, APL IoD searches through the
activity logs which are automatically recorded by the system
everytime a user commits an activity in the system. However, if
the system did not present any information upon retrieval, it
could be that the user did not commit any operation within the
date span specified.

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Screen cannot be marked as Favorite
Lack of stable connectivity to the Internet is the primary reason
why the system might fail to mark loaded screen as a Favorite.
Make sure that the computer is connected to the Internet to
solve this problem.

User is automatically logged out of the system


APL IoD has been designed to automatically log out users if the
access remained inactive for a certain span of time. This time
out feature was created to protect the user account from being
used by unauthorized users.

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