TRAINING

TRAINING DOCUMENTATION
Module 1
General Functions

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Summary
A. Presentation of Cargowise1..................................................................................................................................4

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B. Filters management ..............................................................................................................................................7
Combined filters: ......................................................................................................................................................8
Associated Filters: .....................................................................................................................................................9
C. Contextual search .................................................................................................................................................9
D. The interface customization ...............................................................................................................................10
Save the customize filters .......................................................................................................................................10
Modification of the grid ..........................................................................................................................................12
Highlighting information.........................................................................................................................................15
Data extraction .......................................................................................................................................................17
E. Management of « Organizations » .....................................................................................................................18
F. Printing ...............................................................................................................................................................18
Sending email .........................................................................................................................................................19
Language of documents .........................................................................................................................................21
Modification of documents ....................................................................................................................................21
G. Saving documents (eDocs)..................................................................................................................................23
H. Shortcuts ................................................................................................................ Error! Bookmark not defined.

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 Training Plan

The goal of this training module is to present and explain the functionality of the operating system
Cargowise1.

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During this training plan a selection of functionality available in the system will be shown. Those functions
will cover the mains needs of users to manage their files.

The training is divided in Modules for the Customer Service:

• General functions
• Shipment & Consol
• Invoicing & Reverse
• Documentation
• Customs Instructions
• Local Transport

In addition of the 6 Modules a training will be provide for the following point

• AP Supply management
• Support

All Modules will be provided with exercises

Module 1 – General Functions

Presentation of CW1 interface

A. Presentation of CW1 interface

B. Management of Filters
C. Contextual search
D. Interface customization
E. Management of « Organizations »
F. Printing
G. Upload documents (eDocs)
H. Shortcut Keyboard

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 A. Presentation of Wisetech interface.
Wisetech is based on Cloud technology. The database is out of our company. On your computer there is

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no data stored. All you need is a web access.

But even if internet is sufficient to take advantage of all the features of the system, it’s asked to install on
your computer a small application called Remote Desktop Service wisecloud. This application allows you
to connect your computer and the system. So you can upload file from your computer (for example:
upload a commercial invoice in a customs record). You will also have the possibility to download excel
files from CW1 (reporting). The setup of this application should be done by your loaf

cal IT team.

Also you will need to access to ediEnterprise in two stages. First, you will access to the Cloud Cargowise
with the following URL
https://ukcloud.wisegrid.net or access with the new accessor.

This address opens the following screen:

A Username and Password will be provided.
These access codes are personal, and the
password is customizable

Once your information has been keyed then

you access to the next screen

In this screen you have three options:

o C C1CCL : This is the access to the
« production » mode. This access will be
granted once « Go live » is available.
o CC1TRN : This is the access in training
mode. This access will be granted for the
training, to practice and to do the exercise
request by the trainer. However, this access
will be available even after the training period.
You can use this access at any time.
o CC1TS1 : This is the access in Test
mode. This access is only granted to the IT Team.

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So for the training period you Click on CC1TRN. The following window opens. You have to enter your
Username and Password to access to CW1

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Note : IDs and passwords are different for the Cloud and for CW1.

Enter your User Name (Usually constitute with the beginning of your email address) then enter your
password. For users that have access to several “Branch” the choice is possible, if no, CW1 will select
automatically your default “Branch”

Note: When you log for the first time CW1 you will be request to modify your password, your password
should contain 8 characters minimum, with at least one letter, one number and one special sign
(+; -; $; …). This password must be change every 3 months.

Note bis: password for CW1Production and CW1 Training is different.

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Once ID and Password keyed, you will reach the following screen:

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The main screen shows the menu with three Tabs:
• Jump : Menu for your latest used items, shipments and also
Where you can register your favorites ( modules ; reports )
That you are accessing continually
• Operate : Menu for Operations (Customer service)
• Manage : Menu for Sales & Accountancy
• Maintain: Menu for Setup and data management

Under each Tab there is submenu: (Hereunder, an example for Operations)

• Schedules
• Forwarding
• Customs
• transport

Under each submenu there is Items: (hereunder for Forwarding)

• Bookings
• Shipments
• Consolidation planning board
• HVLV booking headers
• HVLV consignments
• Consolidations
• Containers
• Transport Booking
• Reports

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 B. Filters management
Once you have selected an item, in the right part of the screen is displayed a module of filter or search

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screen.

In the following example we have selected the Shipment module [Operations / Forwarding / Shipment].
The red part is the customizable filter.

Each line represents a filter. In the following case, in red, we are looking for all Shipments that were
created by exactly EEZ is the trigram of Eman Ezzat

We can see in the first field of research, [Creating User] in our example, then the search term [exact] and
the search argument [EN1].
The filter is called modular because these three elements can not only be changed, but they can also be
combined or associated.

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 Combined filters:
In the following example we kept the filter of the previous example, but we added a second filter.

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To add a new filter, click on . Then select from the list the area of research, for this example we
chose [Created Time].

Note: the choice list of research areas can be different according to the screen involved.

In our example there are no search criteria, we selected directly the search argument. In our example
[Last 2 Mths: 10-DEC-20 to 06-FEB-21].

Note : In the case of date, the system offers a pre-specified argument list.

Our filter is expressed as follows, we are looking for all Shipments created by EEZ (Eman Ezzat between
10 December 2020 and 06 February 2021.

To get the result of your search click on .

The results are displayed under the filter part, this the grid [Grid]

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 Associated Filters:
In some cases, it is not possible to combine filters to get a result. For example, if we create two filters, one

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for the search Shipments that originate from France and one to search for Shipments that originate from
the US, the result will be zero:

When we cumulate filters, the system will translate as an AND argument. So in our example we are looking
for Shipments that originate from France and the USA. This research is impossible.
To have a result we will combine both filter and turn in the argument from AND to OR.
To do this, select the arrow at the end of the filter

And choose a color category. Do the same thing on the second filter, take care to choose the same color.

Now the two filters are associated and you get results.

C. Contextual search
CW1 uses lots of code and many references. For example when we want to choose a client, the
information to enter is not the customer's name but a code. The list of customers is very large, so the
system offers a contextual search. This research is reported next to the fields to be entered by the
following icon

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In the following example we create a filter :

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In this filter we look for the relationship with Shipments Consignor / Consignee. However code of
Consignor and code of Consignee are required.
If you do not know the codes, click contextual search icon or press F4.
A new search window will open with the possibility of creating filters. In our example we click contextual
search field adjoining the [Consignor].
Organizations window opens with a default filter: Organizations Types = Shipper. We add a filter by
choosing the field [Name [N]], [Contains] as search and SPREA as argument. The filter search a Consignor
type Organization whose name contains the word SPREA.

Click on , if you get a result, you can select it by double clicking it or by clicking [Edit] at the top of
the screen. The window closes and you return to the previous screen with the required information.

Note : Contextual search is found in most filters and screens CW1.

D. The interface customization

It is possible to change some elements of the interface. These changes will only affect your account and
your workstation. However, you can share with others some items.

Save the customize filters

We have in the preceding pages explained how to create or modify filters. To avoid modifying or creating
filters every time you go on a screen, CW1 lets you save the filters.

For this, after creating or modifying a filter you click on . The following pop-up appears:

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 TRAINING
Enter a name into the field [Enter a description for this layout]
Check [Publish this layout for this company] if you want to share this filter with the users of your company.
Check [Publish across all companies] if you want to share this filter to all CEVA Users Click on [Save Layout]

You can create as many filters as you want. By default, the system will apply the last used when going on
a screen.

To select a saved filter click the small arrow next to and select the desired filter.

At any time you can return to the system filter, the default filter by clicking .

To modify or remove a filter click on :

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The next screen allows you to manage your filters:

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Modification of the grid
You also have the ability to change the grid :
• Change the order output
• Change the column order
• Delete or add columns

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 • Change the order output

To select the order of data output when you apply a filter and the results are displayed on the grid. Just
click on the column header that you want to sort. Data will be sorted in ascending order. If you click again,

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the data will be sorted in descending order.

In the example above we clicked 2 times on the column header [Issue Date], the data are sorted in
descending order.

• Change the column order

For this you need to either click in the upper left corner of the grid, or right click on the grid and select
[Customize Columns] from the context menu:

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A new prompt opens:

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On the right side you have all the columns that are displayed in the grid, to change the order of the
columns, you simply select a column and click [Move Up] or [Move Down] to change the place of this
column in the list. Once the changes made click on [OK].

• Delete or add columns

You have the possibility to remove or to add columns in the grid. For that you have to open as before the
[Customize Columns]. On the left side you have available columns that you can add by selecting them and
clicking on [Add ->]. On the right you have the columns in the grid. You can delete columns by selecting
them and clicking on [<- Remove] returns the column to the left.

Note: You can’t remove a column if it is red.

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 Highlighting information
CW1 system gives you the ability to highlight certain information. Specifically, it is to add color in the grid

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to bring out criteria functions elements defined by the user. Here you have an example. There is no filter,
so when you click on all Shipments appears in the grid. But some lines are green. In fact, we
used the [Grid Color].

This function allows you to select one or more rules such as filters and apply these rules to a color. In the
example the rule is: Apply the green color at all Shipments created by Eman Ezzat.

To do this, right click on the grid, and in the context menu select [Grid Color] then [Create new scheme]
The following prompt appears:

Enter a name in [Scheme Name], this screen includes all the colors of rules that you create.

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Then click [Add Rule] to add a color rule. A small window asks for a name for the rule that you create.

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Click OK. Rule Name Orange Arrow
Then indicate the rules you want to apply (same procedure as for creating a filter). Blue arrow
In the dropdown menu <select something to filter by> choose the rule you want to apply.
In our example Shipments whose origin is in Egypt. Dark orange Arrow

Then select the color by clicking

After completing your selection, click [Save & Close] The window [Grid Color] closes and the rule is applied
when you click again on .

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To edit or delete a color rule, you simply right-click on the grid, select [Grid Color] -> [Manage Color
Schemes] and choose his color rule or click on remove scheme to delete it .

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Data extraction
When you get results on a grid, you can extract these data to Excel. On the Grid made a right-click and
follow the path: [Actions / Data Transfer / Export To Excel]

Also same can be accessed from the main task bar as below

Excel will open automatically with the data from the Grid.

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Note: As mentioned at the beginning of the document, to be able to export data to Excel, you must first
install the Remote Desktop Service

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E. Management of « Organizations »
The management of organizations will be included in a comprehensive document.

F. Printing
The Print module also includes sending fax and email.

In each module you will have the ability to print documents. These documents will be presented in
subsequent courses. This chapter shows you how the impressions of a global perspective.

In the following example, we are in a Shipment and in the top menu you have called [Document] menu.
In this menu you have access to several documents printed. We select the document [Cover Sheet]:

Document [Cover Sheet] (formerly Cover Page) is somehow a summary of Shipment Folder that can
prepare paper file.

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Once the selected document, the following screen appears, this is the printing interface.

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In the upper part you have several options:
Destination - allows you to manage printing or sending far fax or E-mail
Documents to Send - Select to send the documents (when there are more documents available)
Cover Note - allows you to add comments that will be included in the message body when you sent the
document by email.

Sending email
Below the three tabs you prepared a grid to indicate the recipients. Each line corresponds to a recipient.

In our example we have two recipients.

The table comprises several columns:
Organization - The recipient is an organization registered with a recorded contact.
Name - The name of the contact (either it is a contact stored in an Organization or the name is entered
manually). This name will be indicated in the written greetings on the document.
Delivery – Sending Method (Print/E-mail/Fax).
E-Mail Address / Fax - Email address or fax number.
Type – Document type (Only for E-mail) (XLS/PDF/TIF).

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In the first line the recipient is one of the contact of the Organization SCICHECAI

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The email address is in the [Contact Details].

In the second line we just selected the Delivery E-mail and entering the email address.

Then you click on to send emails to recipients.

Note: when you send documents to multiple people, each recipient receives a message without mention
of the other recipients.
CW1 keeps track of the expedition of certain documents (HBL, Invoice, ...) in eDocs tab (see next chapter)

Direct printing

You can also print your document. Select Print in [Delivery] then you select the printer [Printer]. To start
printing click. .

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Note: The printer must be configured to use them. In version Training printers are not connected, if you
want to print a document, you must send it by email, then print the document from your email box.

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Language of documents
Some documents are available in French (or in other local language). For this select FRN in the combo
[Print Language:]

Pdf Printing:

You can also generate pdf documents from the printing screen. To do so, select the following printer “MRS – PDF
Creator” in the printer list. Click on “Deliver”. You don’t receive any acknowledgment from the system, but the
document is generated and accessible from the eDocs tab (it can take 1 or 2 minuntes).

Modification of documents
Before printing or sending certain documents can be changed (to be customized for example). Click on
.

In the next screen the document is available. The pale blue areas may be changed.

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 TRAINING
Once the changes made click [Save & Close]. The changes are retained and each print changes are
retained.

Note: Changes to the documents do not alter the data in the Shipment.

If you want to abandon the changes, click [Reset & Close] document is reset.

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 G. Saving documents (eDocs)
The CW1 system allows saving documents in the files.

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This feature is available in most modules. Select the tab eDocs.

You can load in the system any type of electronic document (Excel, Word, Outlook Message) for paper
documents, scan them in PDF format on your computer beforehand.

Note: To use this feature you must install the Remote Desktop Service.

Click on :

The Windows Explorer opens. Find and select the file you want to load. Then click [Open]. The following
window appears

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 TRAINING
You must choose the type of document and you can change the document name and description. Click
[OK].

- If Publish Document is ticked, the document will be available in the Webtracker.

- If Visibility Specific is ticked, you can specify the visibility into your company only and also can
Be specified to a branch or a dept as shown.

The document is now available in CW1. To open the document from eDocs, just double click on it.
You can also direct send documents from eDocs on E mail, select some documents, do a right click and
select Deliver eDocs.

You can also add documents in eDocs by using drag and drop functions

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 H. Shortcut Keys
Description Shortcut Key What this Shortcut Key will do
Create F1 Creates an eRequest Incident.

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eRequest
Incident
Filter Screen Ctrl+Enter Use to search using the selected filters. This is the same as selecting
the Find button
Alt+Enter Use to clear the filtered criteria. This is the same as selecting the Clear
button.
Enter Use to edit a highlighted record while in a filter screen.
Enter or Tab Use to move to the next field.
Ctrl+Tab Use to move through tabs on screen.
General Alt To access the top menu items and New and Save options within a
record. Once selected choose the letter that is underlined for the menu
item required.
F6 Opens a New Communication window
F7 Use a fast look up for organizations.
F8 Opens the Sales Inquiry Manager Module
F10 To access the top menu items.
Space Bar Use to place a tick in a checkbox.
F4 Use to access the calculator when you are in a number field.
ALT + F12 Opens a quick reference form displaying what shortcuts keys are
available on a global level, for the current form, or current grid.
F3 To add a new record or edit an existing record for the field you are
currently in.
F4 Use to search for a list of available choices for the selected field.
Ctrl + F1 –F12 Open a Favorite
Ctrl + Shift + Open a Favorite in a New Window
F1-F12

This Form Ctrl + N New

Ctrl + S Save
Ctrl + Shift +S Save & Close
Ctrl + Q Close
Ctrl + H Copy hyperlink to clipboard
Ctrl + J Copy ID to clipboard
Ctrl + Shift+ A View all Tabs
Ctrl + Shift+ T View enabled Tabs only
Ctrl + Shift+ E Send Email
Search / Find F5 To add a temporary organization where there is an organization search
Button button1.
= Use to complete a search button field.
F4 or Down This will show a drop-down list.
arrow
Date and T “+” or “-“ a Use T plus (+) a number to add the number of days you choose from
Time Field number today’s date. Use T minus (-) a number to subtract the number of days
from today’s date.
S Current User’s start of current day2
DS Current Department start of current day

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 T or F5 Use to insert the current date and time.
E Current User’s end of current day
DE Current Department end of current day

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Date / Time Ctrl+Up Use to add one day to the displayed date.
Button Ctrl+Down Use to subtract one day to the displayed date.
Ctrl+Right Use to add one hour to the displayed time.
Ctrl+Left Use to subtract one hour from the displayed time.
Alt+Up arrow Adds 1 month to the date displayed.
Alt+Down Subtracts 1 month from the date displayed.
arrow
Enter Use to move to the next in a row.
Tab Use to move to the next column.
In Entry Grid F9 Use to copy a grid/cell. This will copy the data from the cell in the line
above.
F5 When selected in some description / note fields your initials, the date
and time will automatically populate.
F2 Go to end
Tab Go to next cell
Shift + Tab Go to previous cell
Delete Delete current row
Ctrl+E It will default your log in profile email address. Note: this only works in
the email address field.
Ctrl + F Find
Ctrl + N Find Next
Address Ctrl+M Will mark an address as validated.
Documents Ctrl+X Cut
to Deliver Ctrl+C Copy
Box Ctrl+V Paste
Ctrl+A Select all
Ctrl+B Bold
Ctrl+I Italics
Ctrl+U Underline
Ctrl+E Centre text
Ctrl+L Left align text
Ctrl+R Right align text
Ctrl+Z Un-do
Ctrl+Y Re-do

Symbols

Functional Symbols
You can mouse-click on the following symbols:

Symbol Name Description

Search Button Click on this button to search for an existing CargoWise One
record.

Drop-down Menu Click on this button to select one value from the list.

Calendar Button Click on this button to view a calendar.

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Message Symbols
The following symbols are visible throughout CargoWise One to provide you with information:

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Symbol Name Description
Error Message You will get this symbol next to a field that is mandatory or
entered incorrectly. This error will also appear on the tabs where
the error exists. You must fix this error before saving the record.

Customs Warning You will get this symbol next to a field required in Customs
Message messaging if it is entered incorrectly or missing. This warning
message will also appear on the tabs where the incorrect or
missing data exists. You should rectify this information prior to
sending your message to Customs otherwise you may receive a
rejection message.

Warning Message You will get this symbol next to field as a warning about the
information you have entered on the screen. It is recommended
but not necessary for you to enter or fix the data.

Search Filter Symbols

The following symbols can be used to manage your filters:

Symbol Name Description

Add Button Click on this button to add a new filter.

Delete Button Click on this button to delete a filter.

Category Button Click on this button to add a category to the filter.

Clear Button Click on this button to clear a filter.

Find Button Click on this button and the system will list all data that matches
to the data criteria entered on the filter.

Reset Button Click on this button to reset filter criteria.

Save Button Click on this button to save filter fields selected.

Manage Button Click on this button either to delete a saved filter name or rename
a filter name.

Hide/Show Filters Click on this button to collapse (hide) your search filter to allow
or Button for greater screen visibility of grid results. Click this button again
to recall (unhide) the search filter.

- End of Document -

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