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Sort Program Management System (SPMS) WebEES Electronic Edit Sheet (EES). Electronic Edit Sheet. Navigating the System. Log On Go to an Application Navigating in the System Help. Electronic Edit Sheet. Logging on to the system. IP Addresses. Electronic Edit Sheet . - PowerPoint PPT Presentation
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Sort Program Management System(SPMS)
WebEES
Electronic Edit Sheet(EES)
Electronic Edit Sheet Training 2October 13, 2005
Electronic Edit Sheet
Log On Go to an ApplicationNavigating in the SystemHelp
Navigating the System
Electronic Edit Sheet Training 3October 13, 2005
Electronic Edit SheetLogging on to the system
Electronic Edit Sheet Training 4October 13, 2005
IP Addresses
Electronic Edit Sheet Training 5October 13, 2005
Electronic Edit Sheet Logging on to the system
Electronic Edit Sheet Training 6October 13, 2005
Electronic Edit SheetLogging on to the system
Electronic Edit Sheet Training 7October 13, 2005
Electronic Edit Sheet
Applications you can access are listed in the left menu bar.
To access the applications, click links on the left menu bar.
Go to an Application
Electronic Edit Sheet Training 8October 13, 2005
Electronic Edit Sheet
Avoid problems with any of the EES web-based apps, do not use browser's Back or Refresh button.
Navigate using only the provided links, tabs, and buttons on the pages.
Navigating in the System
Electronic Edit Sheet Training 9October 13, 2005
Electronic Edit SheetHelp
Electronic Edit Sheet Training 10October 13, 2005
Electronic Edit Sheet
Main Pages in EES Search for an Address Record Display Alternate Address Records Apply a Holdout – City Routes (WC-POBT) – Rural Routes (COA-NDD-TND-WC-POBT) (Station Input Editor request form is required for holdouts.)
Applying Holdouts
Electronic Edit Sheet Training 11October 13, 2005
Station Input Editor Request Form
Electronic Edit Sheet Training 12October 13, 2005
Electronic Edit Sheet
The Zone/Carrier PageThe Station Input PageThe Holdouts Page
Main Pages
Electronic Edit Sheet Training 13October 13, 2005
Electronic Edit Sheet
To make station input changes (rural routes only): Click EES on left menu bar. Zone/Carrier page opens. From “Select a station” list, click station. List of Zones
displays on right side.
Zone/Carrier Page
Electronic Edit Sheet Training 14October 13, 2005
Electronic Edit Sheet
Click Desired Zone to Display List Of Carrier Routes Click the Carrier Route (in the CRID Column)
Containing Address Record to Access.
Zone/Carrier Page
Electronic Edit Sheet Training 15October 13, 2005
Electronic Edit Sheet
Station Input Page Opens Can Find An Address Record and Make Many
of the Changes From Here
Station Input Page
Electronic Edit Sheet Training 16October 13, 2005
Electronic Edit Sheet
Find an Address Record in the Current Carrier: In Station Input page in the Find field, type text searching for:
the +4, street number, street name, street suffix, or firm name). Click Find or press Enter. If the string was found, Station Input
page shows the address record with the string highlighted.
Find
Electronic Edit Sheet Training 17October 13, 2005
Electronic Edit Sheet
On Station Input page, click Advanced Find.
Advanced Find
Electronic Edit Sheet Training 18October 13, 2005
Electronic Edit Sheet
Click option next to find (Address, +4, or Firm) and click in text field and type in the string to find.
Click Find or press Enter. Advanced Find displays all address records with matching string.
Click Go link to view or edit one of the address records. Station Input page opens with that record selected and
you can modify the address record by clicking link in Holdouts column.
Advanced Find
Electronic Edit Sheet Training 19October 13, 2005
Electronic Edit SheetDisplay Alternate Address Records Addresses with Alternate Records Display in Green as a
Link Click Any Portion of Address Record Link The Alternate Record Shows Below Address in Italics
and A in Checkbox Column To Show All Addresses in Route, Select Show Alternate
Checkbox At Page Bottom To Hide All Alternate Records, Clear the Checkbox
Electronic Edit Sheet Training 20October 13, 2005
Electronic Edit Sheet
In Station Input page, locate the address record getting the holdout.
Click the record's link in the Holdouts column Note: link in Holdouts column appears as 2 dashes (--) if
no holdout for that address. If there is a holdout, a code is displayed in the column.
Applying Holdouts
A Code Appears in the Holdouts Column for the Added Holdout
Electronic Edit Sheet Training 21October 13, 2005
Electronic Edit Sheet
Mark Holdout For Address:– Click choice next to the
holdout you are applying– Specify additional info
(start/end date, non-delivery day, POBT, etc.)
– Click OK to save changes and return to Station Input. Holdouts column displays code for holdout added
Applying Holdouts – (con’t)
Electronic Edit Sheet Training 22October 13, 2005
EESHoldout Types
Holdout Code in Holdouts Column
Notes
COA C Change starting and ending dates if necessary. Maximum time allowed is 30 days.
TND T Change starting and ending dates if necessary. Maximum time allowed is 1 year.
NDD N May be applied only to business records. Default NDD is Saturday. Select checkbox for day(s) of the week as needed (up to 5).
WC W Can apply this only if you have privileges. Address records with WC are assigned an AMS address sort code of H automatically.
MDP M The Delivery Unit cannot apply an MDP. Coordinators with the proper access rights can apply MDP.
POBT LPD
L: Linked to a P.O. BoxP: P001/S999D: Sort to DPS carrierAddress records with POBT are assigned an AMS address sort
code of T automatically.
Electronic Edit Sheet Training 23October 13, 2005
Electronic Edit Sheet
To change the dates for the COA or TND, click the calendar icon next to the Start Date or End Date field.
Dates for a COA or TND Holdout
Electronic Edit Sheet Training 24October 13, 2005
Electronic Edit SheetCOA or TND Holdout - Calendar
Electronic Edit Sheet Training 25October 13, 2005
Electronic Edit Sheet
– Must determine if the street address is connected to a P.O. Box record within the current zone or, if the customer's P.O. Box is outside the current zone.
– When you link the street address to a P.O. Box record within the same zone, mail sorting is affected -All of a customer's mail gets sorted to the designated P.O. Box Section.
– If the PO Box is not in the same Zone, it will sort under the P001 label.
POBT – Rules for Applying
Electronic Edit Sheet Training 26October 13, 2005
Electronic Edit Sheet
– Link a street address to a P.O. Box record only if the customer's mail should automatically be sorted to the P.O. Box.
– Can set a POBT for only one record at a time.– More than 1 street record can be assigned to a
P.O. Box.– If HRS is off for a building, you can set the
POBT only to the DPS option for the record.– AMS reviews P.O. Box Throwbacks. Delivery
Unit can only temporarily mark an address for this holdout. EES keeps the transaction for 21 days.
POBT – Rules for Applying (con’t)
Electronic Edit Sheet Training 27October 13, 2005
Electronic Edit Sheet
In Station Input page, locate address record where applying the POBT.
For that record, click link in the Holdouts column. Holdouts page opens.
Select the PO Box Throwback option. Click Modify Destination. POBT page opens. Displays zone
where record is located and box routes within that zone.
POBT – Applying Holdout
Electronic Edit Sheet Training 28October 13, 2005
Electronic Edit Sheet
To expand a Box route, click it To sort the address record's mail to a
different destination, select an option from the list:
Sort it to a P.O. Box, select the P.O. Box Sort it to a P001 route, select P001 (Sort
mail to P001 or S999) Mark as a POBT but still sort mail to the
carrier to which it belongs, select DPS
Note: If you are setting the POBT for a hi-rise record and HRS is off, this is the only valid choice.
POBT – Applying Holdout (con’t)
Electronic Edit Sheet Training 29October 13, 2005
Electronic Edit Sheet
Click OK. The Holdouts page opens and the selection you made is displayed in the P.O. Box Throwback field.
Click OK to save the changes and return to the Station Input page. A code (such as P, D or L) appears in the Holdouts column according to the type of POBT applied to the address record.
POBT – Applying Holdout (con’t)
Note: There is a known error in the EES software regarding new address records with a P.O. Box Throwback holdout linked to a P.O. Box (shown as an L in the Holdouts column in the Station Input page). When AMS approves the new address record in this case, the software erroneously removes the link. The workaround for this, until the error is fixed, is to return to the street address record and again add the link to the P.O. Box. Re-adding the link does not require AMS approval.
Electronic Edit Sheet Training 30October 13, 2005
Electronic Edit Sheet
In the Station Input page, locate the address record. For that record, click link in Holdouts column. To change the holdout: click choice next to holdout. To clear the holdout, select the None choice. Depending on the selection, EES prompts for whether to
change the current holdout to the new holdout or to None. To continue with the change, click OK. If changing the holdout and not removing it, specify any
additional information. Click OK to save the information.
Change or Clear a Holdout
Electronic Edit Sheet Training 31October 13, 2005
Electronic Edit Sheet
Hi-RiseAnd
Multiple Delivery Points(M-records)
Electronic Edit Sheet Training 32October 13, 2005
Electronic Edit SheetViewing Hi-Rise Records (con’t)
Electronic Edit Sheet Training 33October 13, 2005
Electronic Edit Sheet
From the Station or Zone/Carrier Page
Click Reports to Open Reports Page
Click Hi-Rise Sorting to Open HRS Report Page
Hi-Rise Report
Electronic Edit Sheet Training 34October 13, 2005
Electronic Edit Sheet
Select Entire Zone or Current Carrier Select HRS Options Click Create Report Click “To Excel” to Save as an Excel file
Hi-Rise Report (con’t)
Electronic Edit Sheet Training 35October 13, 2005
Electronic Edit Sheet
View multiple-delivery point hold (M-record)
An “M” Will Appear in the Holdout Column
Multiple Delivery Point
MM
Electronic Edit Sheet Training 36October 13, 2005
Electronic Edit Sheet
Changing Edit Sheet Information
Electronic Edit Sheet Training 37October 13, 2005
Electronic Edit Sheet
Log Into Sort Program Management System (SPMS)
– Click EES in the Left Menu
– This is the Zone Carrier page
– Select a Station From the Station List
– Click Zone to Expand the Zone
– Click the Carrier Route to Edit
Changing Edit Sheet Information
Electronic Edit Sheet Training 38October 13, 2005
Electronic Edit Sheet
This is the Station Input Page
Click the Link in the Holdout Column
Changing Edit Sheet Information – (con't)
Electronic Edit Sheet Training 39October 13, 2005
Electronic Edit Sheet
This is the 1621 Area of the Holdout page
Changing Edit Sheet Information – (con't)
Electronic Edit Sheet Training 40October 13, 2005
Electronic Edit SheetEdit Sheet Fields
Field DescriptionAddr Srt Code Address Sort Instruction Code—These codes (C, H,
T) allow for special handling of specific delivery addresses (manual or automated)
Delvpt Type Code (1621 on Holdouts page)
3 lists (Usage, Type and Nostats) that identify the delivery point's type. For more information, see the next section below.
Vacant Specifies if the address has been unoccupied for 90 days or more
Seas Specifies whether or not the address receives mail only during a specific season (e.g., a summer or educational residence)
Electronic Edit Sheet Training 41October 13, 2005
Electronic Edit SheetEdit Sheet Fields – (con't)
Field DescriptionLttr Letter cell size—The number of cells of a carrier case
required to hold a given delivery point's letter mail pieces; the valid values are 0–99 including ½
Flat Flat cell size—The number of cells of a carrier's case required to hold a given delivery point's flat mail pieces; the valid values are 0–99 including ½
Cong A 2-digit number identifying an area served by the House of Representatives
Rly Points of importance (C, P, R, M) along a carrier's delivery route
Electronic Edit Sheet Training 42October 13, 2005
Electronic Edit Sheet
Delivery Type Code Consists of Three Parts– Usage– Type– Nostats
Delivery Type Codes
Electronic Edit Sheet Training 43October 13, 2005
Electronic Edit Sheet
Usage Code – 1st Character
Delivery Type Codes – (con't)
AMS Code DescriptionA ResidentialB BusinessC MPR (Mix-Primary
Residential) D MPB (Mix-Primary Business)G GD (General Delivery)
Electronic Edit Sheet Training 44October 13, 2005
Electronic Edit Sheet
Type Code – 2nd Character
Delivery Type Codes – (con't)
AMS Code DescriptionBlank None
A CurblineB NDCBUC Central D OtherQ GDX Nostats
Electronic Edit Sheet Training 45October 13, 2005
Electronic Edit Sheet
Nostats – 3rd Character
Delivery Type Codes – (con't)
AMS Code DescriptionBlank None
Y NostatsN StatsC CDS
Electronic Edit Sheet Training 46October 13, 2005
Electronic Edit Sheet
Type Code for Boxes
Delivery Type Codes – (con't)
AMS Code DescriptionBlank None
E Facility BoxF Contract Box G Detached BoxH NPU Box (non-personnel unit) Q GD (General Delivery)X Nostats
Electronic Edit Sheet Training 47October 13, 2005
Electronic Edit Sheet
Type Definition Letter
Relay A relay point R
Park A point where the carrier parks the mail truck
P
Collection A mail collection box is near this address
C
Dismount A dismount point D
MSP A managed service point (can be changed only by DOIS)
M
Relay Data
Electronic Edit Sheet Training 48October 13, 2005
Electronic Edit Sheet
Drop/CMRA– Record Must Not be
Nostats– Drop 2 – 999– CMRA 1 - 999
Drop/CMRA
Electronic Edit Sheet Training 49October 13, 2005
Electronic Edit Sheet
Flat Specifies a New Flats section
Row Specifies a New Row Begins
Blank Specifies Number of Empty Cells After
Remove Checkbox to Clear
Case Label Info can be added here
Case Configuration
Electronic Edit Sheet Training 50October 13, 2005
Electronic Edit Sheet
Select the Number From the Desired Drop Down List
Letter/Flat Cell Size
Electronic Edit Sheet Training 51October 13, 2005
Electronic Edit Sheet
Cannot be Set Directly
Except is Box Route Caller Box Setting
Updated to Reflect Setting in Holdouts When Change Saved
Address Sort Code
Electronic Edit Sheet Training 52October 13, 2005
Electronic Edit Sheet
Code Description DefinitionC Caller box Customers with this service pay a fee to have
the option of picking up their mail as Window Call or at a loading dock.
H Firm holdout/ Window call
A firm with this service can pick up its own mail at the Post Office (i.e., a Window Call).
T P.O. Box Throwback
A customer with a street address and a P.O. Box can receive all mail at the P.O. Box.
Address Sort Code – (con't)
Electronic Edit Sheet Training 53October 13, 2005
Electronic Edit Sheet
Select the Desired Occupancy by Clicking the Appropriate Button
May Not Be Vacant if POBT, Window Call, or Drop/CMRA
Select None to Remove Occupancy
Occupancy Codes
Electronic Edit Sheet Training 54October 13, 2005
Electronic Edit Sheet
Check “Display 1621 Info” Checkbox to Display Edit Sheet Fields in the Report
1621 In Holdouts Report
Electronic Edit Sheet Training 55October 13, 2005
Electronic Edit Sheet
EES Reports
Electronic Edit Sheet Training 56October 13, 2005
Electronic Edit Sheet
Deferred DeleteBusiness ReplyAMS Transaction
EES Reports
Electronic Edit Sheet Training 57October 13, 2005
Electronic Edit Sheet
Click Reports On Zone/Carrier Page
The Reports Page Opens
Click Deferred Deletion
EES Reports – Deferred Delete (con’t)
Electronic Edit Sheet Training 58October 13, 2005
Electronic Edit Sheet
If More Than One Zone, Select Zone Select Entire Zone or Current Carrier Click Create Report
EES Reports – Deferred Delete (con’t)
Electronic Edit Sheet Training 59October 13, 2005
Electronic Edit Sheet
Click Business Reply Mail
If More Than One Zone, Select Zone
Select Entire Zone or Current Carrier
Click Create Report
EES Reports – Business Reply
Electronic Edit Sheet Training 60October 13, 2005
Electronic Edit Sheet
Click AMS Transaction Select Zone Click Create Report User May Create Excel
Version Always print AMS
Transaction Report after making 1621 changes
EES Reports – AMS Transaction
Electronic Edit Sheet Training 61October 13, 2005
Electronic Edit Sheet
Importing DPF
Electronic Edit Sheet Training 62October 13, 2005
Electronic Edit Sheet
Imports DPF Data From Latest NDSS Refresh On the Zone/Carrier page Click the Station
Containing Zones to Import Click DPF Import Link Select Zone(s) to Import Click Import Button Near Bottom Left of Page
DPF Import - Manual
Electronic Edit Sheet Training 63October 13, 2005
Electronic Edit Sheet
Do not select automatic Download weekly or as scheduled by AMS
DPF Import – Automatic
Electronic Edit Sheet Training 64October 13, 2005
WebEES Changeover Checksheet
Submit 1357 for access for each user Receive access Logon & Password Go to designated web address and save as
favorite (________________) Import DPF File (Record date______) Notify Margaret Branch at (214) 760-4408 of
DPF import Delete EESWin from delivery unit computer