Onsite Services

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On the Sims Portal, we created a module called “Onsite”

The onsite activity module contain the following:
 

    1. Search box to allow users to search for activities
    2. Site field show activities from selected site
    3. A table showing a list of onsite activities
      1. The system display all activities that have been collected in the past year and any activities waiting to be collected.
      2. The table contain the following columns:
        • Activity No – this link allow the user to open the link and see/edit details for that particular activity.
        • Site Details – this is the location Site name, City, State/Country.
        • Number of pallets – this is the total number of pallets in the activity
        • Order Number – this is the Order number assigned to the activity.
        • Status – this is the status of the activity
        • Current Location
          • Activity in complete and ongoing status will be displayed as “At client Site”.
          • Activity in collected status will be displayed as “In transit”
          • Activity in received status will be displayed as “At SRS Site”
        • Reports – Onsite Checked Items report
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Activity statuses

  1. Ongoing – Onsite activities is ongoing. The Activity has not been mark as completed.
  2. Completed – Onsite activities completed but activity has not marked as shipped yet.
  3.  Collected – Load has been shipped. Waiting to be received at SRS site
  4. Received – Activity/Order number has been received at SRS site.
  5. Canceled – Activity has been canceled

Pallet Management

The pallet Management level contain the following:

  1. Search box to allow users to search for pallets
  2. Site field show pallets from selected site.
  3. A grid with the following information:
    1. PalletNo – a link, to direct the user to a different page to see and edit items assigned to the pallet.
    2. Site Details
    3. Number of serialized items on the pallet.
    4. Sealed – a pallet status
    5. Activity Number – Activity number that the pallet is assigned to. Can be null if a pallet is not assigned to an activity.
    6. Report

New pallet

First step to create a new activity is add a new pallet:

On this page the user is able to do the following:

  1. Site – select the site from the list
  2. Pallet – This is a field that will allow user to enter a pallet name.
  3. Save a pallet

 

If the pallet will be used to activity then you will see  list of items assigned to this pallet.

User will be able to remove item on a pallet. Only Items on the activity in ongoing status can be deleted.

Sealed pallet

Seal and unseal a pallet – click on Seal or Unseal button.

    1. If a pallet is sealed, it isn’t displayed on the pallet dropdown list when a user is adding an activity.
    2. If a pallet is sealed, no items can be added to the pallet.

New Activity

The New Activity Page contain the following fields to allow user to enter data.

  1. Site – a location of an activity
  2. Service Type
    1. This is a dropdown list of service types.
    2. This is required field.
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  3. Comments – A field to enter comments.
  4. Save button

After save activity the new activity no will be create

And:

  1. Date Created – This is the date an activity was created.
  2. Status:
    • This will be the status of the current activity
    • If the Status is Ongoing, the user is allowed to add more items.
    • If the status is not ongoing the user is not allowed to add items

In Process

Next step is click the in progress button to start checking in items:

Add Items

To add items to the activity please go to the Items tab and fill out follows fields:

  1. Category
    1. This is the dropdown list with categories.
    2. The user can select a category on the list.
    3. This is a required field
  2. Pallet No
    1. This is the pallet number where items will be placed.
    2. An Activity can have more than one pallet.
    3. The user will be able to select available pallets on the dropdown list.
      • Any empty pallet.
      • A pallet on the same activity.
    4. Default to the selected pallet until the user select a different pallet.
    5. This is a required field.
  3. Asset ID
    1. This is field to capture Asset ID
    2. Asset ID is a unique for each activity
    3. This is optional field. If the user want to use it then he should check a checkbox.
  4. Serial Number
    1. This is field to capture Serial Number
    2. Serial Number is a unique for each activity
    3. This is a required field.

When user click on Show Items button then will see a grid with items that have been assigned to the current activity:

  • Category
  • Serial Number
  • Asset ID
  • Pallet Name
  • Delete button

Add Non Serialized Items

To add items without serial numbers please go to the Non Serialized Items tab and fill out follows fields:

  1. Package Type – This is a dropdown list with package list
  2.  Quantity – This is the quantity of items checked in.
  3. Add Item button
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When user click on Show Items button then will see a grid with Non Serialized Items that have been assigned to the current activity:

  • Package Type
  • Descriprion
  • Quantity
  • Delete button

Buttons

The Activity Page will contain the following command buttons. . 

    1. Cancel button.
      1. When a user clicks this button, the status of the activity will change to Canceled.
      2. An activity can be canceled if there are no items checked in
        1. There should be no pallets on the Activity
      3. Display a message to inform the user the Activity is not canceled if there are items on the activity. “There are item(s) on the Activity”
      4. If the activity is successfully cancelled, Display message “Activity canceled”
      5. Special permission is required for this.
    2. Complete Activity
      1. When a user clicks this button the activity status will change to completed.
      2. Special permissions is required to complete an activity.
      3. The system will populate the current date on the Date Completed field on the PTB Onsite Service Tab.
    3. Save button
      1. When a user clicks this button, item information will be saved.
      2. Items will be displayed on the grid.
    4. Return button – a button to allow user to return to the Onsite Activity Location main page.

When the activity is in Completed status then we have two more buttons:

  1. Overrule Activity Status
    1. A button to allow user to revert activity status from completed to Ongoing. This is only status overrule a user is allowed to do.
    2. Display a message for user to confirm his/her actions
  2. Collected – the button will be displayed if the Activity is in completed status and the Order number is assigned. (This means a user has attached this activity to an order number)

Adding an Activity to the Order

To add activity on the order user need to:

  • click on the Add button on the Order page:

  • select proper company and collection address for activity:

  • On the lot detail page there is a button Assign Activity to select available activity to add in the order.
    1. The user should be presented with activities in complete status and have not been added to any order.
    2. When a user click the save button the system will assigned the associated Order No on the Activity.
    3. The system will allow user to remove activity as long as the Order is still in status 1.

Connection between Activity and Order will be visible on the Activity section:

 

 

Collected activity

 

When a user clicks Collected button, the system will ask the user for the following information:

  • Collection Date
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  • Weight Shipped
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When a user save the collection information the system will do the following:

    1. Change the status to Collected
    2. All serial numbers on the Activity will be populated on the assigned Order pre-alerts file and send to Sims internal system.

Unassigned activity from the Order

When an activity is assigned to the order then address details can’t be changed:

But exist possibility to unassign activity from the order. Click on Assign button again and select the blank line from the list and press Save button:

You will be asked to confirmation:

Search items

 

Login

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Link to portal: https://portal.simsrecycling.com.

Enter your username and password and click “Log In”.

In case you forget your password, click the “Forgot your password?” link, then enter your username and click the Save button.

You will receive an email shortly that contains a link to the page with the option to reset your password.

The password must be:

  • at least 8 characters,
  • contain 1 capital letter,
  • at least 1 number
  • at least 1 special character,
  • can’t be the same as user login
  • can’t contain invalid characters like: < > / \

Once logged into the Sims Portal, you will see a list of orders from the contract you selected:

You can click on the Contract in the upper right corner of the screen to see a short summary about the total orders in the contract, how many new orders have been created and how many orders are in progress.

For multiple contracts, click on the “Select” button to view orders associated to each contract.

On the left side of the screen is a navigation bar. From this you can select which page you want to view.

Note: The list on the navigation bar is dependent on the program requirements and user permissions.

Account activation

When Sims created a new Sims Portal account then you receive an email with your login name and the activation link:

After that please fill out your login name and click on Save button:

On your mail box you will receive an email with a link to set up your password:

Please click on it and set up your own password:

Note: The password must be at least 8 characters, contain 1 capital letter, at least 1 number and at least 1 special character

Dashboard

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We have added a new overview dashboard to the Sims Portal, showing you highly important information related to the selected contract:

You have many search criteria options available to you for capturing the right information.

The options are: sub-region, company, order status, received date or Order no:

Information from Dashboard can be exported to excel sheet:

Place your curser over a specific chart section for the tooltip window to appear, showing you the Order no, purchase price and order status:

And you can choose to hide or show categories:

Session timer

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he Session timer will show you the remaining time of the session.

Sims Portal sessions have an expiry time of 20 minutes. The timer notification colour will change to red during the last minute of the portal session.

By clicking on the timer or continuing with any action, the timer resets and your session is kept.

During the last 30 seconds you will see a notification highlighting the remaining session time, giving you the option to remain signed in.

If you are inactive for over 20 minutes you will see a notification highlighting your session has expired and will be prompted to login again.

 

Reports and Contract documents

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If any reports are available for an order you can find them by clicking on the reports button, located on the right-hand side of the order’s list.

Note: The list of reports is dependent on the specifications in the Statement of Work (SOW).

Reports

In the Reports section you will find many important reports, required by contract.

There are 4 default reports:

  • Client Summary Report
  • Audit Report
  • Resale Report
  • Serial Report

Note: The list of reports is dependent on the program requirements.

How to generate reports

You can generate reports using the search criteria options available.  Click the report you want to generate.

Enter your search criteria and click on the search button.  If your contract is a global program, you may run your report for one or multiple regions. When specifying regional parameters for your report, you may limit the information in your report by countries in the region. Click on the arrow next to the region name to see the list of countries.

Once you have selected “Search” you will see the report results:

You can export the report results to Excel, by clicking the Excel button. Click on the “+” button to expand the other report column information available. This is also available on mobile devices:

Users can change the report column settings by going into their user account settings:

Customize standard reports

Users with the proper account privileges can create custom reports  based on a standard report.

  • Open the report you want to use as the basis for your custom report.
  • Click on the customize button.  A new page will appear that includes all of the fields in the report and the settings related to each.
  • Enter the name for your custom report.
  • You can change the field names by entering the custom field name next to the current field name.
  • You can change the order of the fields in the report output.  To change the order of fields, change the number in Order Display Number field.  Ensure that the numbers used for each field are sequential and do not overlap.
  • You can remove fields from your report by checking the ‘Hidden’ check box.
  • To save the report, click the Save button.
  • If you do not want to save your custom report, you can cancel the customization by clicking on the Cancel button

The customised report will become available to select, once it has been saved.

It will then be located within Reports – Custom Reports – xxNew report namexx

Contract Documents

The Contract Documents section shows reports from our backend systems.

Note: You will need to have permissions to the regions in order to open the report.

Uploaded Documents

The Uploaded Reports section will give you the option to create catalogues and upload your own reports to the Sims Portal:

To change name of the catalogue/file click the edit option, make the change and click save.

Requests

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Within the Sims Portal we have implemented a simple way for communication between Sims clients and our project managers. It is called ‘Requests’.

To send a new request click ‘Requests’ within the menu and the ‘Add’ button:

Fill all of the required fields and the click the Save button:

An automated email notification confirming your request will be sent to you and the Sims project manager:

To check the status of your request select your request and the details will be shown within the reply section:

Feedback

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We would appreciate any comments and feedback on topics related to the contract, as we endeavour to give our customers our best service possible. To help us with this, when you see the “Feedback” option please click on the yellow exclamation mark to start.

You will see a list of surveys available. Select a survey and click the  button.

Click the Start button to begin:

Answer each question and click the Next button:

You may be prompted to add additional comments, which we would be very grateful for:

To complete the survey click the Finish button.

Account settings

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Users can change specific settings about their account:

The following elements can be changed: Email Address, Phone number, Password and Time zone:

On the Preferences tab you can change:

  • Your report viewing preferences.  Turn on the Responsive Grids switch box to remove the gridlines on the report output.
  • Switch between Light or Dark theme of Sims Portal.

Click the Save button after making any changes.

Companies

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The Companies section will list all of the companies/collection addresses within the selected contract:


Add a new company/collection address

Click the “+ Add” button to add a new company. For each company record, you can add a list of collection addresses, which can then be selected when creating a new order. Click on the company for which you want to add a collection address.

Note: If you have added a new collection address and it is not available to select on an Order form, please send a request to the help desk at Sims.  It is likely this error has occurred because you haven’t got the correct permissions for the collection’s region/country address.

Delete a companies/collection address

Depending on your current permissions; you can delete a company clicking the trash button.

Contacts

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The Contacts section will list all of the contacts associated with the selected contract:

When you select a contact, the following details will be displayed:

Add a new contact

Click the “+ Add” button to add a new contact. On the new contact form fill in all the fields and click the “Save” button.

Delete a contact

Depending on your current permissions, you can delete a contact using the trash button.

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