Active Premier Transportation Management APT. Customer Reference Guide

Transcription

1 Active Premier Transportation Management APT

2 Table of Contents ACCESSING APT... 2 APT HELPFUL TIPS... 3 APT STATUS BOARD... 3 SHIPMENTS, OPEN RFQ, AND CHARTERS TABS... 3 SHIPMENTS TAB COLUMN HEADINGS... 3 OPEN RFQ TAB COLUMN HEADINGS... 4 CHARTERS TAB COLUMN HEADINGS... 4 FILTERING THE STATUS BOARD... 5 APT STATUS AND ALERT TIMING... 5 CREATING A NEW SHIPMENT... 6 ORDER ENTRY INFORMATION... 7 CARGO RECORD... 8 PART RECORD ADDING ANOTHER CARGO/PART RECORD ALERTS SUBMITTING A SHIPMENT SHIPMENT DETAIL SCREENS SUMMARY DOCUMENTS MILESTONES SHIPMENT CARGO NOTES QUOTES TRACKING TPS COMMUNICATIONS CHARGES ROUTE CHARTER SHIPMENT SCREENS MILESTONES TIMES CARGO NOTES QUOTES SHIPMENT SEARCH USER PROFILE MY MESSAGES CUSTOMIZE YOUR APT SCREEN VIEW DOCUMENT CHANGE LOG Effective: June 26, 2018 Revision 06 Page 1

3 Accessing APT To access APT go to and click on the Customer Log In link. Then select APT to open the login page. Enter your Username and Password then click on the Login button. If you do not have a username and password, contact Active Aero Group Delivery Assurance (DA) at (888) or (734) Effective: June 26, 2018 Revision 06 Page 2

4 APT Helpful Tips There are some general rules that will make your use of APT slightly easier. 1. Anything in blue text is either a link or a sortable filter option, which can be clicked on to utilize. a. Sortable filter options are usually found at the top column of a list of shipments. 2. Hovering your mouse over text will generally show a text box with expanded information. 3. Anything highlighted in red, either is signifying that it needs completion or is displaying something that needs your immediate attention. 4. APT uses the TAB key to enter information. (In searchable fields, pressing tab will populate a pop-up menu for the available options). APT Status Board The status board contains the list of all shipments currently active in APT. Shipments can be sorted by active ground shipments (Shipments), shipments that are in open RFQ status (Open RFQ), and open charters (Charters) by clicking on their respective tabs circled in the figure below. (You may not have a Charters tabs if you chose not to have them set up for your account.) Shipments, Open RFQ, and Charters Tabs While in the Shipments tab, one can further sort the shipments by any of the column headings by simply clicking on the column heading by which you wish to sort. Below is a brief description of all the column headings: Shipments Tab Column Headings ID Shipment identification number assigned automatically by APT. Click on the shipment number to obtain additional information. Notes Links will display in this column next to shipments to indicate new notes entered by AOD and Carriers. Clicking the link will take you to the Notes page and remove the link indicating the new notes. Effective: June 26, 2018 Revision 06 Page 3

5 Caller User ID of the customer that entered/requested the shipment. Auth Customer provided authorization number for the shipment. Need Time The day and time the delivery is required at the consignee. Shipper Name of company where the shipment originates [mouse over company name to display details]. Consignee Name of the company where the shipment delivers [mouse over company name to display details]. Bill To Company identified in the Bill To field of the shipment. Status Identifies the current shipment status within the shipment lifecycle. Carrier Identifies the carrier assigned to the shipment. The carrier s SCAC will be displayed in this column [mouse over SCAC to display carrier name]. Mode Identifies the mode of transportation utilized for that shipment. Options include HWAF heavy weight airfreight, GEX ground expedite, ACH air charter, TL - Truckload. Late Denotes number of hours and minutes a shipment is projected to be early or late by comparing the carrier s most recent ETA to destination and the need time of the shipment. If latest delivery ETA is later than the Need time, the shipment is shaded red. Open RFQ Tab Column Headings While viewing open shipments in the Open RFQ tab, you can additionally sort the shipments by the heading shown below. All of the column headings appear in the shipments tab except the Bids option. Bids Displays the number of bids on the open shipment Charters Tab Column Headings When viewing open charters in the charter tab, you can sort by the column headings shown below. Some of the headings are the same as the shipment tab such as the Customer, Auth No, Shipper, Carrier, Consignee, and Status headings. The headings that are only in the Charter tab are described below: Trip No. Trip identification number assigned automatically after the creation of the trip. Click on the trip number to obtain additional information. Effective: June 26, 2018 Revision 06 Page 4

6 Quote Displays the dollar amount of the accepted quote, or no amount if the shipment is still being built, for the trip listed in the row. Route Describes the route of the trip by listing the airport codes that show each leg of the shipment. If there is an ellipsis ( ) after the Route described, it is denoting that there is more to the route as the screen will only display three airport codes. You can hover the mouse over route listed and it will display the whole route. AC Depicts what aircraft type is being used for the trip. CSR Indicates which Active Aero Charter department employee has taken ownership of the trip. Their names are listed as a link. If you click on their name it will open a new addressed to the Charter department employee. Filtering the Status Board To view shipments by status, bill to, whom the shipment was requested by, or by caller click on the Edit My Filter link at the top of the status board. On the status board filter window select the status type(s), Caller(s), and/or bill to(s) you would like to view and click on the Update My Filter button. This will display only the selections you have made on the status board. To select multiple status and/or owner types press the Ctrl key while making selections. To return to the Status Board click the APT link at the top of the screen or the Status Board link on the left menu. APT Status and Alert Timing APT is designed to manage transportation by monitoring and reporting on shipment milestone events. APT alerts DA (Delivery Assurance) Coordinators to take action when milestones are not updated based on prescribed timing. Status Shipment Requested RFQs Sent Event Management and Alert Timing Shipment Awarded Carrier Accepts Shipment Carrier Arrives at Shipper Carrier Departs Shipper New RFQ Sent Awarded Dispatched At Shipper Carrier Arrives at Consignee Enroute to Dest. At Dest. Delivered 5 Minutes 15 Minutes 5 Minutes ETA to 60 Minutes ETA to 60 Minutes Effective: June 26, 2018 Revision 06 Shipper Dest. Page 5

7 Creating a New Shipment To enter a new shipment, select the Order Entry link from the left menu. The APT Order Entry screen will open displaying the fields to enter and submit a new shipment. (EXCEPTION: Charters must be called in to the Charter Customer Service). Effective: June 26, 2018 Revision 06 Page 6

8 Order Entry Information All fields in red are required to send shipments out for quotes Preferred Mode Select Expedite or Truckload if you are set up to submit requests for multiple modes. Auth Number Customer reference number - Allows the customer to internally track shipments for cost and payment authorization purposes. Contact This field will populate automatically with user s information. Customer The customer field will default to the company your user account is assigned to. If you are assigned to multiple customers/locations, you will need to select the correct customer/location from a drop down list. Bill To This is the company or facility that will be invoiced for the shipment. The Bill To will default to the location associated with your user ID. If your company has multiple facilities set up in APT you can enter/select one of your company s facilities as the Bill To. Enter % and press tab to display all possible selections. Incoterm International Commercial Terms in accordance to international commercial laws. Responsible Party Identifies the company responsible for the shipment. This is used for reporting purposes to allow customers to debit suppliers for transportation charges, if needed. Broker Name For cross border shipments the customs broker can be entered so it can be communicated to the carrier for customs clearance. Emergency Contact Designate an alternate/emergency contact person and emergency number to contact if the requestor of the shipment cannot be reached. Effective: June 26, 2018 Revision 06 Page 7

9 Cargo Record (Expedite Screen) Units of Measure Drop down lists are provided to indicate if weights and dimensions are entered as English (Pounds/Inches) or Metric (Kilograms / Centimeters) units. Shipper Where the shipment will originate. Includes company name, country, address, and phone number. To search for a company record, enter the first few characters of the company s name or zip/postal code and press tab. A pop-up will appear with a list of company records that meet your search criteria. Select from the list to populate the shipment record field. Consignee Where the shipment will be delivered. Includes company name, address, and phone number. This field has the ability to look up consignees by company name, zip/postal code, or supplier code. Original Shipper or Final Consignee If Original Shipper or Final Consignee fields were selected as the responsible party, there will be a searchable field for them above either the shipper field or the consignee field. Entering New Companies If the company/location you are looking for is not available when searching by company name, address, or zip/postal code you can enter shipper and consignee information in the fields provided. Enter the required company and address information. To save the company in APT for future use click the Save check box next to the Shipper and/or Consignee location that was added. Open / Close Time Denotes the time the shipper or consignee is open and close times for shipping/receiving. Dock Number Denotes specific dock, at the shipper or consignee, where the freight needs to be loaded or unloaded. Effective: June 26, 2018 Revision 06 Page 8

10 Dock High Check if shipper or consignee requires a truck that can be loaded from a standard loading dock. Ready Time Date/Time freight is ready to be picked up at the shipper. Time zone will populate based on shipper location. Need Time Date/Time freight is required to be delivered at the consignee. Time zone will populate based on consignee location. Reason Code Identifies the reason why the shipment is occurring. Reason codes are pre-populated based on individual customer requirements. Cargo Note Note field that allows the user to type in additional information that may be pertinent to the shipment. Notes entered here are visible to carriers when quoting on your shipments. (Truck Load Screen) Units of Measure Drop down lists are provided to indicate if weights and dimensions are entered as English (Pounds/Inches) or Metric (Kilograms / Centimeters) units. Effective: June 26, 2018 Revision 06 Page 9

11 Shipper Where the shipment will originate. Includes company name, country, address, and phone number. To search for a company record, enter the first few characters of the company s name or zip/postal code and press tab. A pop-up will appear with a list of company records that meet your search criteria. Select from the list to populate the shipment record field. Consignee Where the shipment will be delivered. Includes company name, address, and phone number. This field has the ability to look up consignees by company name, zip/postal code, or supplier code. Original Shipper or Final Consignee If Original Shipper or Final Consignee fields were selected as the responsible party, there will be a searchable field for them above either the shipper field or the consignee field. Entering New Companies If the company/location you are looking for is not available when searching by company name, address, or zip/postal code you can enter shipper and consignee information in the fields provided. Enter the required company and address information. To save the company in APT for future use click the Save check box next to the Shipper and/or Consignee location that was added. Open / Close Time Denotes the time the shipper or consignee is open and close times for shipping/receiving. Dock Number Denotes specific dock, at the shipper or consignee, where the freight needs to be loaded or unloaded. Dock High Check if shipper or consignee requires a truck that can be loaded from a standard loading dock. Ready Time Begin and End Date/Time freight is ready to be picked up at the shipper. Notice these fields have a time range instead of the cut off time because it is truck load instead of expedite. Time zone will populate based on shipper location. Need Time Begin and End Date/Time freight is required to be delivered at the consignee. Notice these fields have a time range instead of the cut off time because it is truck load instead of expedite. Time zone will populate based on consignee location. Reason Code Identifies the reason why the shipment is occurring. Reason codes are pre-populated based on individual customer requirements. Cargo Note Note field that allows the user to type in additional information that may be pertinent to the shipment. Notes entered here are visible to carriers when quoting on your shipments. Effective: June 26, 2018 Revision 06 Page 10

12 Part Record No. Containers Total number of packages/containers in the shipment. Container Type Type of packaging the parts will be shipped in. Weight Total weight to be picked up at the shipper. Unit of measure will display based on selection. Part Number Supplier/customer part number or brief description of the freight. Container Dimensions: Length, Width, Height Dimensions of the packages/containers to be picked. Unit of measure will display based on selection. Note: All the fields listed above are extremely important in determining the size of the truck/aircraft required for the shipment. HazMat Check yes if the freight is classified as a hazardous material. Check no if not. UN Number Denotes the specific classification of the hazardous material. If the freight is classified as a hazardous material the UN Number is required. HazMat Class Hazardous material classification: Class Description Class Description Class Description 1 Explosives 4 Flammable Solids 7 Radioactive Material 2 Compressed Gases 3 Flammable Liquids 5 Oxidizers and Organic Peroxides 8 Corrosive Material 6 Toxic Materials 9 Miscellaneous If the freight is classified as a hazardous material, the Class is required. Pieces Denotes the total quantity of parts being shipped. For example, 4 containers with 40 pieces per container would be 160 total quantity being shipped. Effective: June 26, 2018 Revision 06 Page 11

13 Cost Per Piece Value of part being shipped Not Required. Loose Load Check box if the freight can be broken down in order to load the truck or aircraft. If Loose Load is checked, the Note field will be required to list broken down dimensions (i.e. 10 cartons 10in x 12in x 10in). Stackable Check box if the packages/containers may be stacked on one another. Part Note Note field that allows the user to type in additional information that may be pertinent to the shipment. Notes entered here are visible to carriers when quoting on your shipments. Adding Another Cargo/Part Record It is possible to add multiple shipper/consignee pairs to the same shipment record by clicking the [Add Cargo Record] link on the order entry screen. To delete shipper/consignee pair records click on the [Delete] link. You may also add additional part records for shipper/consignee pairs when a shipment contains multiple part numbers or different size containers by clicking the [Add Part Record] link. Click on the [Delete] link to delete a part record. Alerts To request alerts, enter the address you would like the alerts sent to and select the alert events you wish to s to be sent for. Once you click Add Alert, you will have the option to add another address. You may have multiple address entered if you wish to. You can also add/remove alerts once a shipment has been booked on the Communications screen in the shipment detail view. Submitting a Shipment Submitting a shipment will generate a unique ID for that shipment record and will allow the system to determine which modes are best suited for this shipment based on the amount of freight, ready time at the shipper, and need time at the consignee. All the required fields must be complete before submitting a shipment. Once these fields have been populated with the necessary shipment information, check the terms and conditions check box (if required) and click on the Submit Order button to submit the shipment. Once the shipment is submitted, the Active Aero Group Delivery Assurance department (DA) will take ownership of the shipment and begin the process of analyzing cost/service options for the shipment. Effective: June 26, 2018 Revision 06 Page 12

14 Shipment Detail Screens To access shipment details from the Status Board, click on the shipment number (ID) or enter the shipment number in the lookup field in the left menu and press tab. The shipment will open in the Milestones Times screen with access to additional shipment screens by clicking the links across the top menu. The shipment links at the top of the shipment detail screen contain important information that will allow you visibility to the different options available to ensure on-time delivery, the best available cost, and to track the shipment through to final delivery at the consignee. Customer users are assigned view only access to all shipment detail views with the exception of the Notes view that allows customers to enter Notes and the ability to change the Authorization number in the Shipment screen. The following sections will describe each of the shipment detail views and their functionality. Summary The Summary screen displays an overview of the Shipment, Milestones, Cargo, Documents, and the Notes for the load, all in one collective view. Effective: June 26, 2018 Revision 06 Page 13

15 Documents The documents screen makes it possible to store commercial invoices, shipment summaries, driver check sheets, and SLI documents. This gives the awarded carrier the ability to see these files as well. A copy of the invoice will be available once the shipment is invoiced. Milestones The Milestones screen contains the list of shipment milestone events to be updated as the shipment progresses from being awarded to a carrier to final delivery. Each step must be completed before moving on to the next milestone. This allows the user to track the progress of a shipment once a carrier has been selected. Effective: June 26, 2018 Revision 06 Page 14

16 Shipment The shipment screen displays Caller, Authorization number, Bill To / Responsible Party information, Broker, and Emergency Contact. The Authorization number may be changed from this screen by typing the new number in the field then hitting Update. Cargo This screen displays the detail information for the shipment including Shipper/Consignee information, Original Shipper and Final Consignee (for debiting purposes), Freight Ready Time, Need Time, Number of Containers, Total Weight, and Container Dimensions. Effective: June 26, 2018 Revision 06 Page 15

17 Notes The Notes screen provides the history of all notes entered on the shipment by DA coordinators, customers, and carriers. To add a note select the note type from the drop down list, enter your note text, and click on the save button. Active Aero Group DA Coordinators will receive an alert on their screens when the note is saved. Quotes The Quotes page displays all quotes submitted by providers. The Quotes page is a shipment detail page that can be accessed by clicking the shipment ID link on the Status Board or using Shipment Lookup in the left menu. The Quotes page refreshes every minute or can be refreshed on demand by clicking the Quotes link at the top of the page. Estimated loading and driving time is provided for single and team/relay driver service. The Estimated Loading and Driving Time calculation is based on 48 mph and includes one hour for loading. Single driver transit is based on sequential 11 hour driving and 10 hour break periods. Team and Relay service is based on total miles at 48 mph. Quotes submitted with calculated speed greater than 48 mph are shaded yellow and identified with a warning (* Quoted transit more than estimated 48 mph) to identify the quoted timing as aggressive. if a provider attempts to submit a quote with calculated speed greater than 55 mph the quote is rejected requiring the provider to adjust the quoted timing to resubmit the quote. Effective: June 26, 2018 Revision 06 Page 16

18 Below is an explanation of each of the column headings: ID Quote ID number assigned when the quote is received. Early/Late Identifies quoted delivery timing vs. Need Time with a negative value to for early and a positive value for late to Need Time. APT sorts quotes based on meeting the required need time and quote amount. Received (EDT) Date and Time quote was received from the carrier. Amount Dollar amount carrier has quoted for the shipment (Only visible to the paying party). Difference Difference between the Quote amount and the low bid. Mode Mode of transportation quoted. GEX = Ground Expedite; HWAF = Heavy Weight Air Freight; and ACH = Air Charter; TL = Truckload. Effective: June 26, 2018 Revision 06 Page 17

19 Eval Carrier performance rating. Carriers are rated on each shipment managed in APT. The rating is based on a possible 100 points with 70 possible points for on-time performance and 30 possible points for communication. The carrier s score is color coded: green [91-100] = acceptable; yellow [85-90] = past performance issues; and red [below 85] = significant carrier performance issues. ETA to Shipper Estimated Time of Arrival date and time by which the carrier can be in position at the shipper. This information is provided by the carrier at time of quote and will be confirmed/updated upon award and acceptance of the shipment. A warning is displayed if quoted pickup date is different from ready date (displayed below). ETA to Consignee ETA date and time by which the carrier can deliver to the consignee. If a quote is awarded with ETA to Consignee later than the Need Time, the shipment Need Time will be updated to the quoted ETA to Consignee upon quote acceptance. From Zip / To Zip Zip/Postal code of shipper and consignee. Unit Type Unit type of the vehicle quoted for the shipment. Team Trip Will indicate quoted service by the provider. Single - One driver in the unit Team - Having the same two drivers in the unit during the complete lifecycle of the shipment Relay - Driver A passes the trailer off to Driver B at a designated time and location (may have multiple relays providers required to identify number of relays in the Quote note) GPS Identifies the driver s GPS connectivity with their dispatch. Hardwired Tracking unit located in the truck and powered by the truck with truck positions automatically updated on the carrier s system Wireless - Tracking unit (typically a smart phone) located with the driver in the truck with truck positions automatically updated on the carrier s system Effective: June 26, 2018 Revision 06 Page 18

20 RFQ Sent Manual - tracking involves the carrier dispatch verbal contact with the driver to manually update the carrier s system Date and time shipment RFQ was sent to carrier. XML Identifies if the provider s dispatch system is integrated with AOD to provide electronic (XML or EDI) status and vehicle position updates. Additional Quotes Page Sections Retracted Quotes Providers can retract a quote prior to award if the unit is no longer available. The quote will be displayed under the Retracted Quotes heading but cannot be awarded. Voided Quotes Quotes can be voided by AOD team members or automatically by APT when shipment parameters have changed after quotes have been received and before shipment award. Voided quotes will be displayed under the Voided Quotes heading but cannot be awarded. Decline to Bid The number of carriers (or carriers) that submitted a decline response is displayed under the Decline To Bid heading Tracking Vehicle position updates are received from ground carriers a minimum of once every four hours and displayed on the Tracking page. Vehicle position updates are received automatically through systems integration (XML) with carriers or can be updated manually by carriers and/or DA Coordinators. The vehicle position information received from carriers is evaluated to compare the updated ETA to the shipment s need time. As an additional precaution, APT calculates the remaining drive time at 48 mph to identify potential late deliveries. Selecting the Map link will plot the selected position update on a map. Effective: June 26, 2018 Revision 06 Page 19

21 ActiveTrack TM Vehicle tracking information can also be accessed by clicking the Tracking # link in the header of the shipment detail pages. A new browser page will open providing the latest milestone and tracking map information for the shipment (map displayed for GEX shipments only). Clicking the >> button after the TRACKING # will refresh the page with the latest status information. Clicking the [+] after Tracking Update History will expand a list of updates received. Clicking an update from the list will allow you to zoom in on the location on the map. The ActiveTrack TM link can be sent via from the Communications page allowing you to provide shipment status information to people without requiring them to log in to APT. The link is accessible as long as the shipment is running and the recipient can refresh status information by following the above steps. The ActiveTrack TM page can also be accesses from by clicking the ActiveTrack TM logo, entering the tracking number, and clicking the >> button. Effective: June 26, 2018 Revision 06 Page 20

22 TPS The TPS screen provides a history of all updates to the shipment throughout the shipment s life cycle. APT tracks any change to shipment data fields, status updates to the shipment, and actions taken by DA Coordinators. All updates are recorded and tracked with date and time stamps. Communications The Communications page displays the addresses that have been set up to receive shipment alerts and allows users to remove scheduled alerts and/or include additional addresses to receive alerts. The ActiveTrack TM tracking number link can also be sent from the Communications page. To add an address to the list enter the address, select the alerts types to receive and click the Add button. To remove a scheduled alert click the Remove link for the alert you wish to remove. Note: Only alerts added during order entry or added on the Communications screen can be removed. Alerts scheduled based on user profile settings cannot be removed. To send the ActiveTrack TM tracking number link enter the address you wish to send to under the Send Tracking Number section and click the Send Now button. Effective: June 26, 2018 Revision 06 Page 21

23 Charges The Charges Screen will display charges for a shipment once charges have been finalized with the carrier. Once a shipment has been delivered the shipment will enter the settlement period. By the end of the settlement period the carrier has to accept the shipment charges as quoted or enter adjustments for accessorial charges that were incurred after the quoted charges were provided. Charges displayed may not include AD Fees depending on business rules established between Active Aero Group AD and customers during account setup. Route The Route Screen will display the shipment stop order based on how the cargo record(s) were entered. Charter Shipment Screens The Charter screens all display the Shipment ID, Auth No, Tail No of the aircraft, the Flight No, Carrier Code, and the Air WayBill. Milestones Times The Milestones screen displays the Air Legs and the Ground legs by time, airport code, location, and the status of the shipment. Below is a satellite tracking image. Effective: June 26, 2018 Revision 06 Page 22

24 Cargo This screen displays the detail information for the shipment including Shipper/Consignee information, Origin Airport and Destination Airport, Freight Available Time, Need Time, Number of Containers, Total Weight, and Container Dimensions. Notes The Notes screen provides the history of all notes entered on the shipment by Charter Customer Service Representatives (CSR), customers, and carriers. To add a note select the note type from the drop down list, enter your note text, and click on the save button. Quotes To view quotes received from carriers click on the quotes screen. This screen does not refresh automatically to view new quotes click the Quotes link or press F5. Effective: June 26, 2018 Revision 06 Page 23

25 Below is an explanation of each of the column headings: Rec d Date and Time quote was received from the carrier. A/C Type Depicts what aircraft type is being used for the trip. Hard Time Date/Time the carrier is quoting to be in position at the origin airport. From Go Time until the carrier can be at origin airport. Quote Dollar amount carrier has quoted for the shipment (Only visible to the paying party). Live Leg Flight time from the origin airport to the destination airport. Route Describes the route of the trip by listing the airport codes that show each leg of the shipment. E/L (Early/Late) Denotes how early or late (early is noted by the [-] before the time) the shipment will deliver from the requested need time. APT sorts quotes based on meeting the required need time and quote amount. Note Note from the carrier about the load containing any important information. Effective: June 26, 2018 Revision 06 Page 24

26 Shipment Search To view shipment detail screens for a shipment, enter the shipment number in the lookup field in the left menu (squared off in red below) and press tab. If the shipment number entered is a valid shipment number for your company the shipment detail screens will be displayed. The Search link (underlined in green) allows users a more detailed search providing a selection of fields to control search results. To perform a date range search or search by specific criteria; select the Shipments or Charters tab (circled in red), then select or enter your search criteria in the fields provided. Once the desired areas are filled out, select the Search button and the search results will be displayed in a new window. Effective: June 26, 2018 Revision 06 Page 25

27 User Profile Personal Information You will be required to create a password when you logon for the first time and once every 90 days. To change your password and update your information, select the My Profile link from the menu at the left side of the screen. Enter your new password and select the Save Profile button. System Preferences Language Option to set system language to English or Spanish Time Zone drop down list allows you to select the time zone you reside in as your profile time. Display Profile Time determines how times are displayed on your screen when you are viewing shipment information. If you would like to view all shipment times in your profile time; select Yes. To view all times in local time, based on shipper and consignee locations, select No. All screens in APT include time zone labels next to date/time fields. Regardless of the setting you choose, you will be able to view times in local time and profile time by hovering your mouse pointer over a date/time on your screen. Default System Of Measurement Option to set English or Metric as the default. Display Profile Units Of Measure allows you to display all units of measure in your profile Default System Of Measurement by selecting Yes, or display all units of measure as they were entered by selecting No. All screens in APT include labels next to weight and measure data fields. Regardless of the setting you choose, you will be able to view weight and measure data in English and Metric by hovering your mouse pointer over a weight or measurement field on your screen. Effective: June 26, 2018 Revision 06 Page 26

28 Application Settings In the Application Settings tab you can choose your Default Status Board Tab and whether or not you would like to be on the PTM mailing list. You can also set up custom alerts. To receive alerts select the boxes that correspond to the events you wish to be alerted for with your company as the Shipper, Customer, Consignee, or you as the Caller. After selecting the alert boxes click the Update button at the top or bottom of the screen. To return to the Status Board from your profile, select the APT link at the top of the screen and then Select Customer from the left menu. My Messages Pop up messaged are broadcast to all users to communicate information to APT users. Messages will pop up on the screen when sent or the next time you log in after a message was sent. Once you have read the message click the Acknowledge button to remove the message from your screen. The My Messages link will open and display messages sent to all customers from Active Aero Group. If there are new messages that have not been opened the My Messages text font will be bold with a number next to the link indicating the number of new messages. To view messages click on the My Messages link. Once you have read the message click the Acknowledge button to remove the message from the list of new messages. To view old messages click on the History button. To leave My Messages and return to the Status Board click the APT link at the top of the screen or the Status Board Link on the left menu. Effective: June 26, 2018 Revision 06 Page 27

29 Customize Your APT Screen View Selecting the Customize link from the left menu will display options to change the font size, font family, and background color of your APT screen. First select the desired font size, font family, and background color, then click the See Changes on Big Window to show the view the selected settings on your APT screen. To save the selected settings click the Save in My Profile button, or click the Restore System Defaults to go back to the original settings. Effective: June 26, 2018 Revision 06 Page 28

30 Document Change Log Revision Effective Date Updated By Changes Made 00 3/30/2007 K. O Brien Initial Release 01 7/18/2007 K. O Brien Added Company [ADD] instructions page /17/2007 K. O Brien Updated to include APT Release 1.4 changes 03 7/28/2009 K. O Brien Updated to reflect changes to current release [APT 3.2] 04 2/18/2011 K. O Brien Updated New Notes feature on status board, Order Entry Page changes, and Search changes [APT Release 3.8] 05 2/3/2017 Mitchell Vaughen Updated to reflect changes to current release [APT ] 06 6/25/2018 K. O Brien Updated Quotes Page data element descriptions Effective: June 26, 2018 Revision 06 Page 29