Serving Carrier Reciprocal Switch (SCRS) User Guide 7001 Weston Parkway, Suite 200 Cary, North Carolina 27513 © Copyright 2011 Railinc. All Rights Reserved. Last Updated May 2011 Serving Carrier Reciprocal Switch (SCRS) User Guide Table of Contents Welcome to Serving Carrier Reciprocal Switch (SCRS) ................................. 1 System Requirements......................................................................................... 1 Getting Started ................................................................................................... 2 User Roles .......................................................................................................... 2 System Notes ..................................................................................................... 3 Railinc Customer Support .................................................................................. 3 Managing Multiple Railroads ............................................................................. 3 Selecting Railroad to Manage ............................................................................ 3 Changing to another Railroad to Manage .......................................................... 4 Adding a SCRS Record ....................................................................................... 4 Adding a New SCRS Record ............................................................................. 4 Viewing Partial SCRS Records ....................................................................... 12 Unloading SCRS Records ................................................................................. 13 Downloading SCRS Records ........................................................................... 13 Importing SCRS Record ................................................................................... 14 Querying SCRS Records ................................................................................... 15 Managing SCRS Details .................................................................................. 18 Changing/Expiring a SCRS Record............................................................. 19 Performing a Mass Update............................................................................... 20 Reports ................................................................................................................ 20 Viewing Duplicate CIF Reports....................................................................... 20 Viewing Referential Integrity Reports ............................................................. 21 Viewing SCRS with Old CIF Reports ............................................................. 22 List of Exhibits Exhibit 1. SCRS Home Page ................................................................................. 1 Exhibit 2. SSO Request Permission ....................................................................... 2 Exhibit 3. Select Railroad ...................................................................................... 4 Exhibit 4. Add SCRS Record (SCRS Details) ....................................................... 5 Exhibit 5. Add SCRS Record (Price Authority) .................................................... 6 Exhibit 6. Add SCRS Record (Junctions) .............................................................. 7 Exhibit 7. Adding a Junction to a SCRS Record ................................................... 8 Exhibit 8. Junction details—Junction/Tariff .......................................................... 8 Exhibit 9. Junction details—Commdities .............................................................. 9 Exhibit 10. Junction details—Equipment .............................................................. 9 Exhibit 11. Junction details—Special Charges .................................................... 10 Exhibit 12. Add SCRS Record (Shipment Conditions) ....................................... 10 Exhibit 13. Shipment Condition Code Reference Tool ....................................... 12 Exhibit 14. Saved Partial SCRS Records............................................................. 13 Exhibit 15. Download SCRS Records – Dialog Box ........................................... 14 Exhibit 16. Upload CSV File ............................................................................... 14 Exhibit 17. File Upload Dialog Box .................................................................... 15 Exhibit 18. SCRS Query Page ............................................................................. 16 Exhibit 19. SCRS Query Results Page ................................................................ 16 Revised May 2011 i Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 20. SCRS Customer Details .................................................................... 17 Exhibit 21. Records per Page dropdown.............................................................. 17 Exhibit 22. Page Navigation options ................................................................... 17 Exhibit 23. Manage SCRS Details ....................................................................... 18 Exhibit 24. SCRS History View .......................................................................... 19 Exhibit 25. Change/Expire input.......................................................................... 19 Exhibit 26. SCRS Mass Update ........................................................................... 20 Exhibit 27. SCRS Duplicate CIF Reports Page ................................................... 21 Exhibit 28. SCRS Referential Integrity Reports .................................................. 21 Exhibit 29. SCRS with Old CIF Reports ............................................................. 22 Exhibit 30. SCRS With Expired CIF Report Details ........................................... 22 Revised May 2011 ii Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Welcome to Serving Carrier Reciprocal Switch (SCRS) The Serving Carrier Reciprocal Switch (SCRS) system is a web application that provides a standardized verification process of determining whether a railroad may serve, or under what conditions a railroad may serve, a specific customer at common service points. SCRS is an industry reference file which provides a foundation for inter- and intra-industry communication. Exhibit 1. SCRS Home Page This is the SCRS Web Home page. From here you can perform the following actions as described in this guide: x Adding a New SCRS Record x Viewing Partial SCRS Records x Downloading SCRS Records x Importing SCRS Record x Querying SCRS Records x Viewing Duplicate CIF Reports x Viewing Referential Integrity Reports x Viewing SCRS with Old CIF Report System Requirements The SCRS application requires users to have an updated web browser and a reasonably fast Internet connection. The application supports Internet Explorer 6 and Firefox 1.5 or higher. While the system will most likely appear correctly with a newer version of a Netscape browser, we do not officially support its use. Revised May 2011 1 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide It is recommended that users connect to the application using a broadband Internet connection (e.g., T1, cable modem or DSL). Even though users are able to access the application using a dial-up connection, the behavior of the system can be unpredictable due to a slower response time. In order to ensure the optimum performance of the application it is important to make sure to use a supported version of Internet Explorer or Firefox. Here is where you can download Internet Explorer: http://www.microsoft.com/windows/products/winfamily/ie/default.mspx Here is where you can download Firefox: http://www.mozilla.com/en-US/firefox/ Getting Started To use the SCRS application you must first register as a Railinc Single Sign On user. After your registration has been processed, you will be able to log on with your designated username and password. See full details on registration in the “Single Sign On User Guide.” Railinc Single Sign On: http://www.railinc.com/sso User Roles User Roles are assigned through the Single Sign On interface. Exhibit 2. SSO Request Permission Here is an overview of permission levels assigned to users of the SCRS system. Revised May 2011 2 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide x SCRS Application User - Generic user; will be able to launch SCRS Web application and view public SCRS records and private records associated to own railroad. x SCRS Maintenance User - An authorized SCRS Maintenance user; authorized to launch SCRS Web application and view public SCRS records and private records associated to user railroad. The user will be able to Add and Expire SCRS records associated to own railroad. System Notes x All items in red are mandatory. Items that do not have an entry box next to them are display only and will be populated as the mandatory data is entered. x Throughout the application the user will see magnifying glasses next to certain fields. Click the magnifying glass to search for valid data for the corresponding field. Railinc Customer Support The Railinc Customer Support Team provides reliable, timely and high-level support for Railinc customers. Representatives are available to answer calls and respond to emails from 7:00 a.m. to 7:00 p.m. Eastern time, Monday through Friday, and provide on-call support via pager for all other hours to ensure support 24 hours a day, 7 days a week. Contact us toll-free by phone at (877) RAILINC (1-877724-5462) or send an email directly to [email protected]. Managing Multiple Railroads The SCRS application allows users to manage more than one railroad. Selecting Railroad to Manage After you have been successfully set up in Railinc’s Single Sign On, and with the appropriate role assigned, you may use the system to manage more than one railroad. To do this you must first select the railroad that you want to manage when you logon. If you only managing a single railroad, you may request access rights based on your role. If you manage more than one railroad, you may request access based on the role for each separate railroad. Here is how to select the railroad that you want to manage. 1. Logon to the SCRS application. The Select Railroad page is displayed. Revised May 2011 3 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 3. Select Railroad 2. Find the railroad that you want to manage in the list. 3. Click the Select hyperlink next to that listed road. The Home page for the selected railroad is displayed (see Exhibit 1. SCRS Home Page) allowing you to manage that railroad. Changing to another Railroad to Manage You can change the railroad that you are managing at any point while logged in to the SCRS application. 1. Click the company link as indicated in Exhibit 1. SCRS Home Page. The Select Railroad page is displayed (see Exhibit 3). 2. Perform the steps to select a company (see Selecting Railroad to Manage). Adding a SCRS Record Adding a New SCRS Record Here is how to add a New SCRS Record. 1. From the application menu, select Add SCRS Record > Add New Record. The Add SCRS Record (SCRS Details) page is displayed. Revised May 2011 4 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 4. Add SCRS Record (SCRS Details) 2. Complete the available described required fields. x SCAC — a two (2) to four (4) alphabetical character Standard Carrier Alpha Code (SCAC) for the rail carrier as registered in the IRF MARK file. This information is used to uniquely identify the rail carrier. x FSAC — the five (5) numeric digit Freight Station Accounting Code (FSAC) that uniquely identifies this particular station among others belonging to the same rail carrier (Railroad SCAC above) as is in the Centralized Station Master (CSM). x CIF ID — Customer Identification; a unique identifier for the customer and customer location as provided in the CIF; one of the Industry Reference Files. The first nine (9) characters of the CIF ID are numeric in nature and represent the customer’s name as identified through Dun & Bradstreet. Sub-location Identification – the four (4) character extension of the CIF used to uniquely identify the specific location of a customer. The extension may be a combination of alphabetic and numeric characters. x Revised May 2011 Effective Date — earliest date for the reciprocal switch information for this customer. The effective date of any publication containing reciprocal switching information for this customer take precedence over any date recorded in the SCRS file. Records become effective at 12:00:01 AM (eastern) on their effective dates. 5 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide x Expiration Date — the date after which the reciprocal switch information is no longer valid for this customer. When the record has not been expired, a value of 9999-12-31 will appear in this field. A record expires at 11:59:59 PM (eastern) on its expiration date. x Reciprocal Switch Code — status code; O = Open to reciprocal switching. C = Closed to reciprocal switching. L = The customer is located at a station served by only one railroad and not within the switching limits of any other station. R = Restricted or conditionally open to reciprocal switching. When code R is used, at least one (1) and up to twenty (150) conditions describing the restriction(s) will be delineated. x Response Code — indicates if the industry is physically served by the Railroad SCAC. 3. Complete any of the remaining optional fields. 4. Click the Price Authority tab. The Add SCRS Record (Price Authority) page is displayed. Exhibit 5. Add SCRS Record (Price Authority) 5. Complete the available optional input fields (some described). x Revised May 2011 Reference Information Qualifier — code that identifies the type of publication in which this customer’s reciprocal switching status is identified. The acceptable values are: 6 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide CT -- (CONTRACT) Used when the type of publication in which this customer’ s reciprocal switching status is identified is a contract. PR -- (QUOTE) Used when the type of publication in which this customer’ s reciprocal switching status is identified is a price quote. TS -- (TARIFF) Used when the type of publication in which this customer’s reciprocal switching status is identified is a tariff. x Reference Identification — tariff number, contract number or price quote number x Price Authority Suffix — identifier of tariff supplement 6. Click the Junctions tab. The Add SCRS Record (Junctions) page is displayed. Exhibit 6. Add SCRS Record (Junctions) 7. Click Add to add a junction record. A new line is available to add junction information. This is required if the record is Open or Restricted. Revised May 2011 7 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 7. Adding a Junction to a SCRS Record 8. When added and selected, additional tabs to specifiy Junction Tariff, Commodities, Equipment and Special Charges are displayed (see Exhibit 7). Start by adding information on Junction/Tariffs (see Exhibit 8). Exhibit 8. Junction details—Junction/Tariff a. Complete the available input fields for Junction/Tariff. As needed, click the Commodities tab to input commodity details regarding the junction (see Exhibit 9). Revised May 2011 8 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 9. Junction details—Commdities b. Complete the available input fields for Commodities. As needed, click the Equipment tab to input equipment details regarding the junction (see Exhibit 10). Exhibit 10. Junction details—Equipment c. Complete the available input fields for Equipment. As needed, click the Special Charges tab to input special charge details regarding the junction (see Exhibit 11). Revised May 2011 9 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 11. Junction details—Special Charges d. Complete the available input fields for Special Charges. 9. Click the Shipment Conditions tab. The Add SCRS Record (Shipment Conditions) page is displayed. Exhibit 12. Add SCRS Record (Shipment Conditions) 10. Click Add to add a shipment condition record. A new line is available to add shipment condition information. This is required if the record is Restricted. 11. Complete the available input fields. Revised May 2011 10 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide x Connection — code to indicate which interpretation of the Shipment Condition Code is being applied as described in the SCF Directory. Please see the SCF Directory for full description and rules for use with each condition code. Indicates that either the P -- The PLUS interpretation of this condition code or the M -- The MINUS interpretation of this condition code is being applied to this industry. x Relationship — Used to indicate the logic to be applied to this condition code in relation to others in the same group (if any). A -- (AND) All the conditions in the group must be met before the restriction applies. O -- (OR) The restriction is applicable if any one condition in this group applies . I -- (INDEPENDENT) In certain situations, it is necessary to group conditions together in such a way that there exist two or more sets of AND groups that must all be met in order for the restriction to apply. x Condition Code — four (4) character alpha code established in the SCF for use in SCRS records when the STATUS of an industry is described as restricted (R). As many as 20 CONDITION CODES can be used To review information on a condition code, click the book icon to bring up a Condition Code reference tool. Use the available drop down to navigate to a specifically listed code. Use the available arrows to move to the next or previous page of listed codes. Revised May 2011 11 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 13. Shipment Condition Code Reference Tool x Condition Value — field in which condition code specific information may be coded. x From/To — field is frequently used in the indication of a range of values that may apply in the condition code. 12. When you have completed all the necessary input fields, click Add New Record. You can also save a partial record by clicking Save Partial Record at any time. Note: At a minimum you must provide a valid SCAC, FSAC and CIF in order to save a partial record. Viewing Partial SCRS Records Here is how to view and complete partial SCRS records. 1. From the application menu, select Add SCRS Record > View Partial Records. The Saved Partial SCRS Records page is displayed. Revised May 2011 12 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 14. Saved Partial SCRS Records 2. Perform one of the following actions: a. Click the edit link next to a record that you want to resume working on. The Add SCRS Record screen is displayed (see Exhibit 4. Add SCRS Record (SCRS Details)) allowing you to resume work on it. b. Click the delete link next to a record that you want to delete. A confirmation box is displayed. Click OK to confirm your decision to delete that record; click Cancel to cancel the deletion. Unloading SCRS Records Downloading SCRS Records Here is how to download SCRS Records. 1. From the application menu, select Unload SCRS Records > Download SCRS Records. A dialog box is displayed, which may differ in appearance depending on your web browser. Revised May 2011 13 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 15. Download SCRS Records – Dialog Box 2. Select the available option to either save or open the downloaded file. Importing SCRS Record SCRS allows you to import CSV saved versions of SCRS records into the system. Note: The maximum number of records that can be imported is 1,000 records per day. Records should be imported in chunks of 300 or less. Records are uploaded three times per day between outbound jobs. Here is how to import SCRS Records. 1. From the application menu, select Import SCRS Records. The Upload CSV file page is displayed. Exhibit 16. Upload CSV File 2. Click Browse. A dialog box is displayed with options to browse for the file location. Find the file that you want to upload, select it, and click OK. The selected filename appears in the CSV File field of the Upload CSV page. Revised May 2011 14 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 17. File Upload Dialog Box 3. Click Import. A message is displayed informing you of the results of the upload attempt. Querying SCRS Records The Query Screen contains multiple ways to query the SCRS database. The Record Type defaults to "Active" to return only active records. The user may change this to search inactive records. When a SCAC is specified then the specified SCAC is used. The query returns records for all SCACs when no SCAC is specified. There are two options to set switch limits. 1. Enter SCAC, FSAC and to click the Switch Limits by SCAC/FSAC box. This will return all SCRS records within the switch limits for the entered SCAC/FSAC. OR 2. Enter the Switch Limits by Rule 260. This will return all SCRS records within the switch limits for the entered Rule260. Here is how to Query for SCRS Records. 1. From the application menu, select Query SCRS Records. The SCRS Query page is displayed. Revised May 2011 15 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 18. SCRS Query Page 2. Complete the available input fields. 3. Click Query. The SCRS Query Results page is displayed. Exhibit 19. SCRS Query Results Page 4. Complete one of the following actions: a. Click on a listed CIF number to view the SCRS Customer Details for that company in a pop-up box. Revised May 2011 16 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 20. SCRS Customer Details b. Click the view link for a listed record to view its full charge details (see Managing SCRS Details). c. Click the merge CIF number to perform a search for active SCRS records with that CIF number. d. Select one or more listed records and click Mass Update to perform an update to all selected records at once (see Performing a Mass Update). e. Select one or more public records and click Export Public to export the selected records. A pop up box is displayed allowing you to save the records in .csv format. f. Select one or more private records and click Export Private to export the selected records. A pop up box is displayed allowing you to save the records in .csv format. g. Change the number of records that appear on the page by using the records per page dropdown. Exhibit 21. Records per Page dropdown h. Navigate the page that you’re viewing by using the options available on the page dropdown or the Next/Last links. Exhibit 22. Page Navigation options i. Click the Back to Search link to return to the SCRS Query page. Revised May 2011 17 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Managing SCRS Details Here is how to manage SCRS Details. 1. Access a SCRS Details record (see Querying SCRS Records). The SCRS Details page is displayed. Exhibit 23. Manage SCRS Details 2. Perform one of the following actions. a. Click Change/Expire to change/expire the displayed Charge Details (see Changing/Expiring a SCRS Record). b. Click Add Private Deal to add a private deal. This process is the same as Adding a New SCRS Record except that Reciprocal Switch Code field must indicate R-Restricted (see Adding a New SCRS Record). c. Click Resend to resend the charge record. A message is displayed informing you of the status of the resend request. d. Click Query Results to return to the SCRS Query Results page (see Exhibit 19. SCRS Query Results Page). Revised May 2011 18 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide e. Click History Page to view the history of the displayed charge details. The SCRS History View page is displayed. From there you can click the View links of the displayed history records to display their associated SCRS Charge Details. Exhibit 24. SCRS History View Changing/Expiring a SCRS Record Here is how to change/expire a SCRS Record. 1. Access a SCRS Details record (see Querying SCRS Records). The SCRS Details page is displayed. Click Change/Expire. A Change/Expire input page is displayed. Exhibit 25. Change/Expire input 2. Enter the date you wish to expire the original record. 3. Add a Comment (optional). 4. Perform one of the following actions: a. Click Change to make changes to the displayed record. The original record will be expired. You will be directed to edit the page to make changes and to re-add. b. Click Expire to expire the selected record. Revised May 2011 19 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Performing a Mass Update Here is how to perform a mass update to multiple SCRS Charge Details. 1. From the SCRS Query Results page (see Exhibit 19. SCRS Query Results Page), select one or more listed records and click Mass Update. The SCRS Mass Update page is displayed. Exhibit 26. SCRS Mass Update 2. Enter a Charge Value. From the available drop-down, select the qualifier associated with the entered charge (Fuel Surcharge, Hazardous Surcharge, or Charge Amount). 3. Click Update to have the entered charge applied to all the listed records. Reports Viewing Duplicate CIF Reports Here is how to view duplicate CIF Reports. 1. From the application menu, select Reports > Duplicate CIF Report. The SCRS Duplicate CIF Reports page is displayed. Revised May 2011 20 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide Exhibit 27. SCRS Duplicate CIF Reports Page 2. Click Export CSV File if you want to export the displayed report in a .csv format. A dialogue box is displayed asking you to save the report. 3. Click a listed View link associated with a displayed duplicate CIF Report to view full details of that SCRS record. The SCRS Charge Details page is displayed (see Managing SCRS Details). Viewing Referential Integrity Reports Here is how to view Referential Integrity Reports. 1. From the application menu, select Reports > Referential Integrity Report. The SCRS Referential Integrity Reports page is displayed. Exhibit 28. SCRS Referential Integrity Reports 2. Review the listed reports. Revised May 2011 21 Version No. 1.2 Serving Carrier Reciprocal Switch (SCRS) User Guide 3. A displayed record can be exported to CSV by selecting the Export CSV File link. Also the full SCRS record can be viewed by selecting the corresponding View link (see Managing SCRS Details on page 18). Viewing SCRS with Old CIF Reports Here is how to view SCRS with Old CIF Reports. 1. From the application menu, select Reports > SCRS with Old CIF Report. The SCRS with Old CIF Reports page is displayed. Exhibit 29. SCRS with Old CIF Reports 2. Select a listed month and year to view associated SCRS record details with expired CIFs. The SCRS with Expired CIF Report Details page is displayed. Exhibit 30. SCRS With Expired CIF Report Details 3. From there, the displayed record can be exported to CSV by selecting the Export CSV File link. Also the full SCRS record can be viewed by selecting the corresponding View link (see Managing SCRS Details on page 18). Revised May 2011 22 Version No. 1.2
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