User Manual › manual › [ENG]MDM Manual_Equipme… · 2020-03-25 · that will show your...

User Manual

Equipment Facility 2014.05.08

Contents

I. Contents

II. Menu and basic functions

III. Master code search and inquiry

IV. New code creation

V. Master Modification and Not In Use

Ⅰ. Contents

Meaning: Facility code for equipment (Chassis, Genset, Container) Target: Terminal / Rail ramp / CY / CFS / Empty Depot

Equipment Facility’s standard code is comprised of 3 characters as shown below.

Equipment

FacilityEquipment Facillity Master

D E L

Contents

I. Contents





Menu: Screen Description

Attention

Ⅱ. Menu and basic functions

-

1

1. MDM Access > SAP

① Accessing MDM’s Equipment Facility menu

from SAP is as follows.

- SAP > SAP menu > MDM > Equipment

Facility

> Request : New Equipment Facility request

menu

> Search : Equipment Facility search menu

SAP > SAP menu > MDM > Equipment Facility


Attention


-

1

1. MDM Access > GAUS

GAUS > 9061 Equipment Facility Code

① Accessing Equipment Facility related MDM

menus from GAUS is as follows.

- GAUS > 9061 Equipment Facility Code

> Request : New Equipment Facility request

menu

> Update : Update menu for Equipment

Facility search

1


Attention

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2. Menu and screen layout

Layout


① MDM’s main screen shows the Menu

options across the top and the Search part

to the bottom. The top is the standard

menu format.

② Clicking on the menu options will create

tabs for the Master Code search. Up to 6

tabs can be created.

③ Search tabs can be closed by clicking on

the x to the right.


Attention

My Setting

2. Menu and screen layout - My Setting

① This is ‘My Setting’ screen.

② ‘My Info’ shows your information.

③ ‘My MDM Role’ lists your authority( Role)

as approver..

④ When logging into the MDM system for

the first time ‘My Menu Setting’ needs

to be set.

Left ‘Menu List’ are the available menus.

The right ‘My Menu’ are your selected

menus. Select only the needed menus

from the ‘Menu List’.

⑤ The up and down arrows can set the order

in the menu.

⑥ icon will add selected from ‘Menu List’

to the left ‘My Menu’.

Icon will remove items from ‘My Menu’.

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Attention

My Setting

2. Menu and screen layout - My Setting menu change

① Select items from the ‘Menu List’ then click

on icon and the menu will be added to

‘My Menu’.

② After changing the menu click on ‘Save’.

It will save after the confirmation.

③ The saved menu will apply after logout,

then login back to MDM.


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Attention

3. My Work Status


My Work Status > Requested

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① Refresh screen

② My Work Status lists all the pending

approvals, new code request and update

status, rejected, and drafts.

③ Displays the requests.

④ Clicking on Requested will show the list.

- Master : Shows requested Master Code.

- Code : Requested Master Code

- Description : Master Code Description

- Nation : Requested nation

- Approver: Approver(Click to see approver info)

- Request Date : Requested date

- Workflow Step : Request step status

- Comment : Additional information on request.

- : View workflow process.

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Attention


My Work Status > Rejected

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3 4

① Refresh screen


approvals, new code requests and update


③ Shows Rejected requests.

④ Clicking on Rejected will list the Rejected

requests.

- Master : Master Code type




- Rejecter: Person who rejected request (Click to see their info).

- Reject Date : Rejected date

- Comment : May show reason for reject.


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3. My Work Status


Attention


My Work Status > Draft

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3 4

① Refresh




③ Shows requests in Draft status.

④ Clicking on Draft will list the items.

- Master : Requested Master Code type.




- Requester : User requesting code (Click to see user info)

- Working Date : Saved date

- Comment : Additional information


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3. My Work Status


Attention


My Work Status > Auth User List

① My Work Status lists all the pending

approvals, code requests and update status,

rejected, and drafts.

② Click on Requester, Approver, Rejecter to

see user information. (There can be many

Approvers and will list all the authorized

approvers.)

③ Shows User ID’s basic information.

④ Lists all the Approvers authorized to

approve the related Request. (Click on ID for

User information②)

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3. My Work Status

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Attention


My Work Status > Workflow View

① My Work Status lists all the pending



② Workflow View shows the workflow process. (Request stage ~ Approval stage)

③ Shows the request user, approver for each

step for the related workflow.

④ You can check the ID’s basic information.

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3. My Work Status


Attention


My Work Status > My Work History > & History View

① My Workflow History will open the screen

that will show your workflow history.

② The workflow history can be searched by

certain parameters.

- Master : Requested Master selection.

- Code : Requested Master Code.

- Action : Search by status Approve, Reject,

or Request.

- Duration : Search by time period.

③ Clicking on the individual item will show its

detailed history.

④ You can compare current requested data

and past requested data by selecting

different dates in history.

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3. My Work Status


Attention


My Work Status > Workflow List > & Auth User List

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① Workflow List will show all your workflow.

② The list can be searched by certain

parameters.

- Master : Search by Master type.

- Role: Search by existing MDM authority.

- Description : By workflow description.

- Type : REGIST / MODIFY

③ You can check which users have the

Role(Authority). 2

3. My Work Status


Attention


Monitoring

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3

① Clicking on the ‘Monitoring’ menu will

create the ’Monitoring’ tab.

② Select one of the Monitoring options.

- Operation overview

- Average Response Time

- Rejection status by user

- System Interface Error

③ More detailed search is possible with

search options.

- Term : Search time period

- Area : Requested area


- Master Code : Requested Master

2

4. Monitoring


Attention


4. Monitoring

Monitoring > Operation overview

① Operation Overview

- Shows workflow from request to approval,

reject by area, nation.

② Search results

- Area

- Nation

- New(Request/Reject/Approve)

- Modify(Request/Reject/Approve)

- Total(Request/Reject/Approve)

③ Total count for all the search results.2

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Attention


Monitoring > Average Response Time

4. Monitoring

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① Average Response Time

- Shows average response time from request

to approval in the workflow by Area/Nation.

② Search results from search options.

- Area

- Nation

- New(Request/Average Time)

- Modify(Request/Average Time)

- Total(Request/Average Time)

③ Total of all the search results.


Attention



4. Monitoring

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1

① Rejection status by user

- Shows user ID and Comment for rejected

requests by area/nation.

② Search results from search options.

- Area

- Nation

- User ID

- Rejection Comment

- Count

③ Total from search results.


Attention



4. Monitoring

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① System Interface Error

- Check for Interface process results.

② Search results displayed.

- Master Data

- New(Count, I/F Error)

- Modify(Count, I/F Error)

- Total(Count, I/F Error)

③ Total count for all the search results.


Attention

Q&A

5. Q&A - List

① Click on ‘Q/A’ for the Q&A screen.

② Search by Master.

③ Regist will Register the question.

④ Status : Current status for the question.

Question: Registered status.

Answer: Answer complete status.

⑤ You can select the number of questions

per page. 20, 40, 60

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Attention

Q&A

5. Q&A – View question details, reply

① Questions and information.

② Answers.

Answers can be registered, cannot be

changed or modified, but can be deleted.

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Attention

Q&A

5. Q&A – Question entry, Save

① Select the master then enter the subject

and question.

② Save: Question registered.

List: Cancel then back to List.

③ You can change only your registered

Questions.

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Contents

I. Contents






Attention

Ⅲ. Master code search and inquiry

① This screen is for code search. Enter code

or use * for search.

② Click Enter or click on Search button to

begin search.

③ The results are listed in ascending order.

Click on the header to list in descending

order.

④ For example if you want to sort by Nation,

clicking on Nation will sort by Nation.

⑤ You can also see the total number of

results from your search.

⑥ Clicking on the search icon will open the

related search box.

- Starting word search : XXX*

- Ending word search : *XXX

- Partial word search : *XXX*

- Click on header to sort by header.

1. Code List

Equipment Facility > Code Search

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Attention


1. Code List

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① You can see search icons for Location,

Control Office, and Nation.

② Clicking on the button for Nation will

show the Nation Value List pop-up.

③ Click Enter or the ‘Search’ button will show

the results. You can also enter specific

code for search.

④ Search results will list in ascending order.

Double click on a code from the Value List

and the code will populate the field in the

main screen.

Custom Tools > Equipment Facility > Code Search > Value List Search


Attention

1. Code List > Detail View

Equipment Facility > Code Search > Detail View

1

① Click on the code for the Equipment

Facility Detail View. Right-click on the

code will also open the Detail View.

③ Clicking on the search icon will open

the related pop-up search box.

2



Attention

① This is the search screen. Enter the search

item or * can be used.

- Starting word search : XXX*

- Ending word search : *XXX

- Partial word search: *XXX*

- Click on column headers to sort by header.

1

1. Code List > Detail View

Equipment Facility > Code Search > Detail View


① Entering Definitions

1. Code List > Detail View > Definitions


Seq Field Definition & Usage (Korean)

1 Equipment Facility Code Equipment Facility Code

2 Kind Of Depot Kind of Equipment Facility(DEPOT, Off-hire Depot, OTHER, SHIPPER POOL, RAIL

RAMP, TERMINAL)

3 Location Location

4 Trade Name Equipment Facility Name

5 Address 1 Address 1

6 Address 2 Address 2

7 Phone No Phone No

8 Fax No Fax No

9 E-Mail E-Mail

10 AP Vendor AP Vendor code

11 Remarks Remarks

12 Nation Nation

13 Union Union Labor

14 Control Office Control Office (Agent)

15 Rate Filing Rate Filing(Y,N)

16 Transmission Device Data Communication type(EDI,Fax,Internet etc)

17 Rail On Dock On Dock Rail or OffDock

18 Zip Code Zip Code

19 Closing Tag Business Closing Tag

20 EQ Repair Vendor Equipment Repair Vendor

21 Use Code Use or Not

22 Input Date Input Date

23 Input Person Input Person

24 Update Date Update Date

25 Update Person Update Person

Contents

I. Content






Attention

Ⅳ. New code creation

① This is the screen for new registration when clicking on the ‘Request’ button.

② icon shows required fields.

③ Fields not required will show in gray and will not be editable.

④ Clicking on ‘Confirm’ after entering Base Information will begin check for errors.

⑤ Empty required fields or duplicate errors will show and the related area will turn red.

⑥ Enter addition comments in the Comment field which will be sent to the person in charge at the HQ(Container EQ team/Inventory), AHQ(Equipment),EHQ(Equipment),SHQ(Equipment) by E-Mail. Only English will enter. (Max 70 characters.)

1. Equipment Facility Registration > Detail Input

- : Required field

- : Entry Error

Equipment Facility > Request > Value List


Attention


① You will see this screen when clicking the ‘Confirm’ button to enter Detail.

② ‘Temp Save’ will save as a draft status.

③ ‘Request’ button will begin check for errors in the entered information. Changes on the left icon will indicate the current status.

④ Additional information can be entered at the bottom Comment field which will be sent to the Approval group by E-Mail along with the other information. Only English can be entered with 70 characters max.


- : Required field

- : Entry Error status

- Request will check the validity of the input

information.



Attention



- : Required field

- : Entry Error, Not saved status.

- Request will check the validity of the input

information.


① ‘Temp Save’ will save the information in draft status. ‘Close’ will save our work temporarily and move to Draft in ‘My Work Status’ menu. You can continue at a later time to complete your request.


Attention

① ‘Close’ will check if you want to move to Draft status. ‘Yes’ is same as ‘Temp Save’and will move to Draft. ‘No’ will delete and cancel your draft. ‘Close’ will just close the screen.





Attention

① When Error occurs the item will show this

icon and will highlight the area in red.

③ You can ‘Request’ when the errors are

fixed. When save is registered a message

will be sent to the Approver.





Attention

① After the new information has been saved

correctly, ‘Request’ button will submit the

request process.

② When Request is complete you can check

Requested in My Work Status menu.





Attention

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2


① Users can check for the requested items in

My Work Status in Custom Tools.

② Requested detailed information can be

checked by clicking the requested facility.

1. Equipment Facility Registration > Confirm Request(Requester)

Equipment Facility > Request > My Work Status > Requested

- Whether the requested Code is approved

or rejected, E-Mail will be sent to the user.


Attention

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① The approver will receive an E-mail for the

Equipment Facility code request.

② Shows the requested information.

③ Link will open My Work Status screen

showing the pending requests.

1. Equipment Facility Registration > Confirm Request(Approver)

Equipment Facility > Request > E-Mail

- The following E-Mail shows the

Equipment Facility Code, Description,

requested are, requester, requested date,

and Comment.


Attention

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Equipment Facility > Request > My Work Status > Requested

① Users can check for the requested items in

My Work Status that is in Custom Tools.

② Requested detailed information can be

checked by clicking the requested facility.

- Whether the requested Code is approved

or rejected, E-Mail will be sent to the user.


Attention


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1. Equipment Facility Registration > Confirm Request(Approver)

① Approver’s My Work Status.

② Click on the requested master and the

detail information screen will open.

③ Check for errors, fix any errors, then save.

④ When approving or rejecting request, you

can select from the combo box or enter

comments in the field.

⑤ For the requested Master Code select

‘Approve’ or ‘Reject’. ‘Close’ button will

close the detail screen.

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Attention


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① This is the Reject E-mail sent to the

requestor. It shows the requested code

has been rejected.

② Shows the requested information and also

the reason for reject.

③ The link will open My Work Status and the

Rejected section will show the rejected

items.

1. Equipment Facility Registration > Reject(Requester)

Equipment Facility > Request > Rejected


Attention



Equipment Facility > Request > Approved

① The approval confirmation E-mail will be

sent to the requestor. It will show that the

requested code has been approved.


③ The link will open the Equipment Facility

Code Search.

④ You can search for the requested code.

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Contents

I. Contents




V. Master Modification and Not in Use


Attention

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2

Ⅴ. Master Modification and Not In Use

① Equipment Facilities can be modified by

searching for the code in MDM. Select the

Facility to update.

② Only HQ(Container EQ Team/Inventory),

AHQ(Equipment), EHQ(Equipment),

SHQ(Equipment) has the authority to

update. Right-click on the Equipment

Facility to see the update menu.

- Right-click on Facility and click on Modify to

open Equipment Facility Modify Detail screen.

1. Equipment Facility Modification > Search

Custom Tools > Equipment Facility > Code Search


Attention


① This icon indicates a mandatory field.

Make sure these fields are filled for both

new entries and updates.

② ‘Use’ field indicates Use or Non-use of the

Equipment Facility Code. For new codes

the default is ‘Y’ , but if the code should

no longer be used it should be changed to

‘N’ which is checked for certain approvals.

③ Before clicking on the ‘Modify’ button you

can enter any comments you want for the

approver in the bottom field.

1. Equipment Facility Modification > Detail Input

Custom Tools > Equipment Facility > Modify > Enter Values

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When the E-mail is sent to the Approver and

the request is approved, the changes will be

applied.


Attention


① The authorized Approver receives an E-

mail notice for the requested changes on

the Equipment Facility.

② Shows the requested information for the

Facility master.

③ ‘Click here to go My Work Status’ is a link

that will open MDM’s My Work Status.

1. Equipment Facility Modification > Confirm Request(Approver)

Custom Tools > Equipment Facility > Modify > E-Mail

- The Approver can check the approval

requests through the E-mail.

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Attention

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Ⅴ. New code creation

① The authorized Approver will receive an

E-mail for the registration request on the

Equipment Facility Master.


③ Clicking on the link will open My Work

Status screen.

1. Equipment Facility Modification > Confirm Request(Approver)


- The E-mail will show the Equipment

Facility Code, Description, Request Location,

Requester, Request Date, and Comment.


Attention


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① This is the Rejection E-mail sent to the

Requestor. It shows that the requested

master code has been rejected.

② Shows the requested information on the

master code. The Comment may show the

reason for reject.

③ Clicking on the link will open My Work

Status and you can check those requests

that were ‘Rejected’.

1. Equipment Facility Modification > Reject(Requester)

Equipment Facility > Request > Rejected


Attention


1. Equipment Facility Modification > Confirm Approval(Requester)

Equipment Facility > Request > Approved

① This E-Mail it sent to the requestor when

the requested master code has been

approved. It shows the requested code

has been approved.

② It shows the requested information.

③ Clicking on the link will open the

Equipment Facility Code Search screen.

④ You can check for the new code in the

Equipment Facility search.

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End of Document

User Manual › manual › [ENG]MDM Manual_Equipme… · 2020-03-25 · that will show your...

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Transcript of User Manual › manual › [ENG]MDM Manual_Equipme… · 2020-03-25 · that will show your...