Sims Portal manual
Logging into the Sims Portal
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 and at least 1 special character:
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.
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
On the Orders page, you will find a list of all orders for a selected contract:
Search and open orders
There is a new search feature in the Sims Portal that allows you to search and filter your orders.
This is how the new functionality works.
1.When you first login into the portal, the system will display orders that were collected in the past year as well as all orders that will be collected in the future dates.
2. To change the search criteria, click on the “Search criteria” button.
3. You can use a keyword to search orders in the record. A keyword can be any word that is available on the dashboard columns. Enter the keyword and click the search button.
4. To change the collection date enter the new “Start” and “End” dates, then click on the search button.
a) You can remove the collection date criteria by clicking on the delete button on the right of the date and then click on the search button.
b) Once you remove the collection date, you will be able to see all orders in the contract.
5. To remove the search window click on the close button.
Click on the order to open and see all the order details:
Add a new order
To add a new order (or create a service request) click the “Add” button:
On the new order form, fill in all required fields:
Required fields are displayed with red asterisk.
Fill the following information:
- Company: This is the company where material will be
- Note: For global companies, there will be Collection Company for each country.
- Address: This is collection address
- Contact: This is collection contact.
Note: Company, address and contact information will be pre-populated in the database. If any of this information is missing, please contact customer services. You can also add this information on the portal if you have proper permissions.
- Project Program: Select the project program in your contract is divided into programs.
- This section is only available for projects that are dived into programs.
- Remarks: This is any special instructions that are related to the order you are creating.
- Agreed/ Requested collection date: This is the proposed date for material to be collected.
- The actual collection date might change after logistics arrangements.
- Transport Type: This is the organization that will collect material. (Sims or Client)
- Reference Number(s). This is client reference number.
Go to Lot Details tab and specify if material is packed or unpacked by choosing the correct details from the dropdown list, quantity, weight (if required) and click the “+” button.
To finish adding a new order you need to click on Save button. After that buttons to upload documents will be activated.
If you have a list of serial numbers, you can upload them to the Sims Portal by selecting “Upload Serial Numbers” button:
You can also upload any attachments by selecting the “Upload Documents” button:
A new window will appear where you can choose to either “drag & drop” your files or “choose files to attach”:
For every uploaded file, you can put a “Client Description” note to help describe attachments (e.g. Order25612_Server List)
Note: Permitted extensions are: xls, xlsm, pdf, xlsx, jpg, doc, docx, msg, jpeg.
The file size limit is max. 10MB.
The Uploaded Documents screen will list the added file/s:
To finish the upload please ensure you click the “Save” button
To delete an order, click on the delete button:
Only orders with the status “NEW” can be deleted.
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.
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.
An SLA is an agreement that defines the level of service that a client expects from Sims.
The Dashboard section will allow you to check an SLA’s status. Click the SLA menu and Dashboard:
You will see the SLA page with different search criteria fields to select from:
You can select SLA details by date range:
By order number:
By SLA category:
By Order status:
And by Country (is it’s a global contract):
After clicking on the “Show” button you will see the SLA charts, shown by SLA status:
In the example above, you will see two numbers within the “Overdue” orange section. The first one (5) is showing you how many days were declared by SIMS for the step – Check-in – highlighted by the dark grey bottom line. The second number (18) is showing you how many days this step took. Highlighted by the lighter grey top line:
Information from the charts can be exported to excel sheet:
On Overview you have more complex information about SLA:
KPI – Key Performance Indicators
KPI’s measure how many SLAs were completed on time as a combined % of total SLAs that have originally been chosen to “contribute to Service Project’s KPI.”
KPI = “x% of SLAs completed on time”
To check a KPI’s status, select the SLA menu and select KPI:
You will see the KPI page with different search criteria fields to select from:
You can select KPI details by date range:
By configured KPI type:
Or by Country (if it’s a global contract):
% of successful SLAs; success being:
Completion before due date (for time-based SLAs)
Occurrence (for occurrence-based SLAs)
After clicking on the “Show” button you will see the KPI charts, shown by KPI status:
The white section of the KPI graph shows the minimum level KPI for SLA. The grey section shows you the achievement threshold. For this example, minimum threshold is 50% and achievement threshold is 90%:
We added a new Reports section with follows reports:
- Client Summary Report
- Audit Report
- Resale Report
- Serial Report
Also customized reports will be available in this section.
Other reports/documents will be in:
- Contract Documents
- Uploaded Documents
More details you will find on this manual page
Reports and Contract documents
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).
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
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.
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.
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:
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.
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.
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:
Users can change specific settings about their account:
The following elements can be changed: Email Address, Phone number and Password.
You can change your report viewing preferences. Uncheck the Responsive Grids check box to remove the gridlines on the report output.
Click the Save button after making any changes.
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.