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FindUs.Rail User Guide

7001 Weston Parkway, Suite 200 Cary, North Carolina 27513

© Copyright 2015 Railinc. All Rights Reserved.

Last Updated: July 2015


Table of Contents Learning about FindUs.Rail ......................................................................................................... 1

Overview ...................................................................................................................................... 1 System Requirements ................................................................................................................... 2 Accessing Railinc Customer Support .......................................................................................... 2

Getting Started ............................................................................................................................... 3 Learning about User Roles ........................................................................................................... 3 Logging In .................................................................................................................................... 4

Login: Managing a Single Company ....................................................................................... 4 Login: Managing More than One Company ............................................................................ 5

Logging Out ................................................................................................................................. 6 Viewing the FindUs.Rail Home Page .......................................................................................... 7

Working with Contacts.................................................................................................................. 8 Searching Contacts ....................................................................................................................... 8

Looking up MARKs .............................................................................................................. 12 Looking up CIF Numbers ...................................................................................................... 14 Exporting CSV Files .............................................................................................................. 15

Managing Contacts .................................................................................................................... 16 Adding Contacts ......................................................................................................................... 18 Editing Contacts ......................................................................................................................... 19

Reviewing Prior Versions ...................................................................................................... 20 Viewing the Audit Log .......................................................................................................... 21

Cloning Contacts ........................................................................................................................ 22 Cloning a Contact for the Same MARK ................................................................................ 22 Cloning a Contact to an Additional MARK .......................................................................... 23

Viewing Contacts Requiring Verification .................................................................................. 24 Viewing Categories ...................................................................................................................... 27 Working with Agencies................................................................................................................ 28

Searching for Agency Information ............................................................................................ 28 Managing Agency Information .................................................................................................. 31 Adding Agency Information ...................................................................................................... 32 Editing Agency Information ...................................................................................................... 32

Searching MARKs ....................................................................................................................... 33 Working with Notifications ......................................................................................................... 36

Viewing and Managing Subscriptions ....................................................................................... 36 Adding Subscriptions ............................................................................................................. 37 Editing Subscriptions ............................................................................................................. 38

Managing Category Notifications .............................................................................................. 39 Index .............................................................................................................................................. 40

FindUs.Rail User Guide i Revised July 2015


List of Exhibits Exhibit 1. FindUs.Rail Request Permission ..................................................................................... 3 Exhibit 2. User Roles and Tasks ...................................................................................................... 3 Exhibit 3. FindUs.Rail Welcome (managing single company)........................................................ 4 Exhibit 4. Contacts Requiring Verification (displayed on login) .................................................... 5 Exhibit 5. FindUs.Rail Welcome (with no company selected) ........................................................ 5 Exhibit 6. Select a Company ............................................................................................................ 6 Exhibit 7. FindUs.Rail Welcome (with company selected) ............................................................. 6 Exhibit 8. FindUs.Rail Home Page .................................................................................................. 7 Exhibit 9. Contacts Menu ................................................................................................................ 8 Exhibit 10. Contacts Menu Items and Descriptions ......................................................................... 8 Exhibit 11. Search Contacts ............................................................................................................. 8 Exhibit 12. Contact Search Category List ........................................................................................ 9 Exhibit 13. Search Contacts—Advanced Search ........................................................................... 10 Exhibit 14. Contact Search Results ................................................................................................ 11 Exhibit 15. View Contact ............................................................................................................... 12 Exhibit 16. MARK Lookup Field .................................................................................................. 12 Exhibit 17. MARK Lookup ........................................................................................................... 13 Exhibit 18. MARK Lookup Field (with selected MARK appearing) ............................................ 13 Exhibit 19. CIF Lookup Field ........................................................................................................ 14 Exhibit 20. CIF Search ................................................................................................................... 14 Exhibit 21. CIF Lookup Field (with selected CIF appearing) ....................................................... 14 Exhibit 22. CSV Open Dialog Box ................................................................................................ 15 Exhibit 23. Example of CSV Output (opened in Excel) ................................................................ 15 Exhibit 24. Manage Contacts ......................................................................................................... 16 Exhibit 25. View Contact ............................................................................................................... 17 Exhibit 26. Add Contact ................................................................................................................ 18 Exhibit 27. Adding Categories (Car Service/Car Hire example) ................................................... 18 Exhibit 28. Edit Contact ................................................................................................................. 19 Exhibit 29. Contact History—Prior Record Versions .................................................................... 20 Exhibit 30. Contact History—Prior Record Versions (showing prior version) ............................. 21 Exhibit 31. Contact Audit Log ....................................................................................................... 22 Exhibit 32. Add Contact - Via Clone ............................................................................................. 23 Exhibit 33. Add Contact - Via Clone (showing editable Company ID/MARK field) ................... 24 Exhibit 34. Contacts Requiring Verification (following login) ..................................................... 25 Exhibit 35. Contact Requiring Verification (from menu) .............................................................. 25 Exhibit 36. Contact Verified .......................................................................................................... 26 Exhibit 37. Categories .................................................................................................................... 27 Exhibit 38. Category Details .......................................................................................................... 27 Exhibit 39. Agency Menu .............................................................................................................. 28 Exhibit 40. Agency Menu Items and Descriptions ........................................................................ 28 Exhibit 41. Search Agency ............................................................................................................ 28 Exhibit 42. Agency Search Category List ...................................................................................... 29 Exhibit 43. Agency Search Results ................................................................................................ 30 Exhibit 44. View Agency ............................................................................................................... 30 Exhibit 45. Manage Agency .......................................................................................................... 31 Exhibit 46. Add Agency ................................................................................................................ 32 Exhibit 47. Search MARKs ........................................................................................................... 33 Exhibit 48. MARK Search Results ................................................................................................ 34

FindUs.Rail User Guide ii Revised July 2015


Exhibit 49. MARK Type Reference .............................................................................................. 34 Exhibit 50. MARK Hierarchy ........................................................................................................ 35 Exhibit 51. Notifications Menu ...................................................................................................... 36 Exhibit 52. Notifications Menu Items and Descriptions ................................................................ 36 Exhibit 53. Subscriptions ............................................................................................................... 36 Exhibit 54. Add Subscription ......................................................................................................... 37 Exhibit 55. Adding Categories and Companies to a Subscription ................................................. 38 Exhibit 56. Edit Subscriptions ....................................................................................................... 38 Exhibit 57. Category Notifications ................................................................................................ 39

FindUs.Rail User Guide iii Revised July 2015

Learning about FindUs.Rail Overview

Learning about FindUs.Rail

Overview FindUs.Rail is a web-based application that stores company contact information in a centralized database. Public users can query FindUs.Rail and browse basic information. Authorized users can review and change their company’s contact information. This centralized repository of contact information benefits railroad departments, private car owners, and leasing companies across the rail industry.

Any public user can access the Railinc portal at http://www.railinc.com and select FindUs.Rail in the Account Access box. Public users can perform the following FindUs.Rail functions:

• Search for railroad industry contacts and browse the results.

• Search for agencies affiliated with the railroad industry and browse the results.

• Search for MARKs and browse the results. Users receive results from the MARK IRF and Company MARKs sourced from the Umler database. Users can view the hierarchy of “parent” and “child” MARKs.

Users who are registered with Single Sign-On can perform the following FindUs.Rail function:

• Subscribe to receive email change notifications for contacts specified by category and/or company.

Users who are registered with Single Sign-On and have the Contact Company Admin for MARK role (referred to as Contact Company Administrators) can perform the following FindUs.Rail functions:

• Manage contact information for their company (or the company they represent) and add, edit, and delete contacts in FindUs.Rail. Historical modifications to contact data are maintained in the audit log. Should a contact modification occur, the old contact version is expired and a new contact version is created. Contacts can be applied to one or more categories.

• Designate the primary contact for a category and their company (all contacts not designated as primary are considered secondary contacts for the category and company). FindUs.Rail supports the retrieval of a primary and a secondary contact (as a backup) for a category and a company through a search facility.

• Periodically review contacts for accuracy. The review period is configurable, and may be specified for each category.

Each category has a category review period, which defaults to 90 days. Once the review period is reached, the system emails a list containing the information for each contact requiring review to the Contact Company Administrators and Company Agents.

• Download contacts for selected categories and MARKs as a CSV file.

• Print selected MARKs, categories and contacts from the browser.

• View the FindUs.Rail audit log, which records a history of changes made within the application.

FindUs.Rail User Guide 1 Revised July 2015

http://www.railinc.com/

Learning about FindUs.Rail System Requirements

Users who are registered with Single Sign-On and have the FindUsRail Company Admin role (referred to as Company Admins) can perform the following FindUs.Rail functions:

• Assign FindUs.Rail rights to other users within their company.

• Clone contacts from one MARK to another if they have access to multiple MARKS.

Note: FindUs.Rail does not offer web services.

System Requirements For information about the system requirements of Railinc web applications and for information about downloading compatible web browsers and file viewers, refer to the Railinc UI Dictionary.

Accessing Railinc Customer Support The Railinc Customer Support Center 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 (1-877-724-5462) or send an email directly to [email protected].


https://www.railinc.com/rportal/documents/18/289202/Railinc_UI_Dictionary.pdf

mailto:[email protected]

Getting Started Learning about User Roles

Getting Started Access the FindUs.Rail application by using Railinc Single Sign On (SSO), a web application that provides convenient access to a variety of Railinc products. To get started, go to the Railinc portal at http://www.railinc.com and log into SSO by entering your user ID and password in the fields at the top right of the page and then selecting Sign In.

Notes:

1. If you do not already have a Railinc SSO user ID and password, refer to the Railinc Single Sign On User Guide, which is available on http://www.railinc.com by selecting the

icon below the Sign In button in the Account Access pane. Once you have access to Railinc SSO, you must request access to FindUs.Rail within SSO.

2. If you do not have access to FindUs.Rail, request access by following instructions in the Railinc Single Sign On User Guide. See “Learning about User Roles” on page 3 for information about the available levels of access. When you have received e-mail notification confirming your access, you can log on and begin using FindUs.Rail.

Learning about User Roles Your assigned user role determines what functions you can perform. User roles are assigned by Railinc or by your Company Admin through the Single Sign On interface (see Exhibit 1).

Exhibit 1. FindUs.Rail Request Permission

Exhibit 2 identifies the user roles that can be assigned to users of FindUs.Rail:

Exhibit 2. User Roles and Tasks

User Role Task Contact Company Admin For MARK

This permission can manage and review company contacts. This permission must be accompanied by a MARK (2-4 character alphanumeric Company ID) specified in the Company ID field.

FindUsRail Company Admin This permission can approve FindUs.Rail access for users from the same company. This permission also has rights to specify local FindUs.Rail users’ tasks and menu items.



https://www.railinc.com/rssodoc/help/SSOUserGuide.pdf




Getting Started Logging In

Logging In To log into FindUs.Rail:

1. Open the browser.

2. Open the Railinc portal at http://www.railinc.com.

3. Log in to SSO (at upper right).

4. Select the My applications link. Your authorized Railinc applications are displayed.

5. Select FindUs.Rail. The initial FindUs.Rail page displayed varies based on assigned access. See either Login: Managing a Single Company or Login: Managing More than One Company.

Login: Managing a Single Company The following login sequence applies if you manage a single company in FindUs.Rail:

1. If you manage a single company, then following a successful login the FindUs.Rail Welcome page is displayed with the company identified in the page header (Exhibit 3). Continue by selecting a FindUs.Rail application menu item.

Exhibit 3. FindUs.Rail Welcome (managing single company)

2. If you have contacts that require verification, then the Contacts Requiring Verification screen is displayed first (Exhibit 4).



Getting Started Logging In

Exhibit 4. Contacts Requiring Verification (displayed on login)

3. You can either opt to verify the continued accuracy of these displayed contacts (see Viewing Contacts Requiring Verification) or select Remind Me Later to verify contacts later.

Login: Managing More than One Company The following login sequence applies if you manage more than one company in FindUs.Rail:

1. If you manage more than one company, the FindUs.Rail Welcome page is displayed with no company to manage indicated (“manage company" appears in the header). See Exhibit 5.

Exhibit 5. FindUs.Rail Welcome (with no company selected)

2. Select the company link in the header. The Select a Company page is displayed (Exhibit 6).


Getting Started Logging Out

Exhibit 6. Select a Company

3. In the Company to Manage field, enter the Mark for the company that you have been granted access to manage and then select OK. The FindUs.Rail Welcome page is displayed with the selected company indicated (Exhibit 7).

Note: If the selected company has contacts that require verification, then the Contacts Requiring Verification screen is displayed first (Exhibit 4).

4. If at any point you need to switch to manage another company, click the link of the currently managed company. The Select a Company page is redisplayed. Enter the appropriate Mark and select OK. You must have assigned permissions to manage any selected Mark.

Exhibit 7. FindUs.Rail Welcome (with company selected)

5. Continue by selecting a FindUs.Rail application menu item.

Logging Out Select the Sign Out link to end a FindUs.Rail session and return to the SSO Login Page.

If multiple SSO applications are open (in separate browser windows), and you want to close only one, close the unwanted session window by Xing out or pressing Alt +F4. Do NOT select the Sign Out link—it ends the entire Single Sign On session (and all open SSO applications).

If your user session has been idle for more than 30 minutes, a warning message panel is displayed.

To resume working, you must log back in.


Getting Started Viewing the FindUs.Rail Home Page

Viewing the FindUs.Rail Home Page The Home page is displayed once you successfully log in to FindUs.Rail (see Exhibit 8).

Exhibit 8. FindUs.Rail Home Page

The Application Menu, shown at the top of each FindUs.Rail page, provides access to the following functions:

Menu Item Function Home Navigates to the FindUs.Rail Home page.

Contacts Opens the Contacts menu, enabling you to search contacts, and, depending on your permissions, manage contacts, add contacts, and view contacts requiring verifications. See “Working with Contacts” on page 8 for more information.

Categories Enables you to look up the kinds of requests a contact handles. You can view categories of functions as well as the names of people and companies associated with those functions. See “Viewing Categories” on page 27 for more information.

Agency Opens the Agency menu, which enables you to search, manage, and add agencies. See “Working with Agencies” on page 28 for more information.

Search MARKs Enables you to look up MARKs. See “Searching MARKs” on page 33.

Notifications Opens the Notifications menu, which enables you to manage your subscriptions and category notifications. See “Working with Notifications” on page 36 for more information.

Note: For detailed instructions about using the Railinc interface elements such as menus, calendar tools, and drop-down text boxes, refer to Railinc UI Dictionary.

Certain screens support the use of asterisks (*) as wildcard characters. Screen fields marked with the number one (1) support wildcard (*) searches.

(For example: Joh* = John, Johnson; *ohn = John, *oh* = John, Johnson)


https://www.railinc.com/rportal/alf_docs/UI/Railinc_UI_Dictionary.pdf

Working with Contacts

Working with Contacts The Contacts menu is displayed when you select Contacts on a FindUs.Rail page (see Exhibit 9).

Exhibit 9. Contacts Menu

Exhibit 10 describes the tasks available on the Contacts menu.

Exhibit 10. Contacts Menu Items and Descriptions

Menu Item Description Search Contacts Perform either a quick or advanced search for registered contacts. Manage Contacts Edit, clone, or delete existing contacts.

Add Contact Add new contacts. View Contacts

Requiring Verification Verify the accuracy of existing contacts.

Searching Contacts Use the following procedure to search for contact information:

1. Select Contacts>Search Contacts. The Search Contacts page is displayed (Exhibit 11).

Exhibit 11. Search Contacts



2. Complete the available described fields:

• Company ID/MARK— Use the dropdown field to select either MARK or CIF. Use the field next to the dropdown to enter either a MARK or a CIF number (based on your selection in the previous dropdown). If needed, click on the magnifying glass icon to display a lookup tool to search for MARKs or CIF numbers.

See Looking up MARKs for details. See Looking up CIF Numbers for details.

• Category— Select a listed category for the specified MARK or Company ID (Exhibit 12).

Exhibit 12. Contact Search Category List

3. To perform an Advanced Search, click on the Advanced Search tab. The Advanced Search input fields are displayed (Exhibit 13). Complete these input fields.



Exhibit 13. Search Contacts—Advanced Search

4. Perform one of the following actions: a. Select Search to initiate the records search. Go to Step 5.

b. Select Clear to clear all input fields.

c. Select Cancel to cancel the search.

5. The search results are displayed (Exhibit 14).



Exhibit 14. Contact Search Results

Note: If your search results in more than 25 records then an additional navigational option is displayed (as indicated in Exhibit 14). Move to other pages of results by entering the desired page number and then clicking Go. Click the arrow to move to the next page or click the arrow with the line to move to the last page of records.

6. Perform one of the following actions:

a. Select Search Again to initiate a new contacts search.

b. Select Done to exit the search results screen.

c. Select Export CSV to save the results as a CSV file (see Exporting CSV Files).

d. Select either the Quick Search (see Exhibit 11) or Advanced Search (see Exhibit 13) tabs to modify your existing search criteria.

e. Select the hyperlinked name of a found contact to view details of that contact. The View Contact screen is displayed (Exhibit 15).



Exhibit 15. View Contact

7. Select Done to exit the View Contact screen.

Looking up MARKs Use the following procedure to search for MARKs from the lookup field (Exhibit 16):

Exhibit 16. MARK Lookup Field

1. From any of the Company ID/MARK lookup fields in the application, select the magnifying glass to the right of the field. The MARK Lookup page is displayed (Exhibit 17).



Exhibit 17. MARK Lookup

2. Complete one or more of the available search input fields for MARK, Company Name, or Parent MARK. Please observe the following rules:

• At least MARK, Parent MARK, or Company Name must be specified. • Minimum characters required for fields: MARK: 1, Parent MARK: 1, Company

Name 3. • All fields support wildcard (*) search. (Example: Joh* = John, Johnson; *ohn = John,

*oh* = John, Johnson).

3. Select Search to initiate the search. The results are displayed at the bottom of the screen.

4. Select the specific MARK that you want added to your search and then the Select button. That MARK is added to the search field from the screen that you selected the magnifying glass (Exhibit 18).

Exhibit 18. MARK Lookup Field (with selected MARK appearing)



Looking up CIF Numbers Use the following procedure to search for CIF Numbers from the lookup field (Exhibit 19):

Exhibit 19. CIF Lookup Field

1. From any of the Company ID/MARK look-up fields in the application, select CIF from the dropdown and then the magnifying glass to the right of the field. The Customer Search screen is displayed (Exhibit 20).

Exhibit 20. CIF Search

2. Complete one or more of the available search input fields for Customer Name, CIF Number, Entity Type, City, or State/Province. Please observe the following rules.

• At least customer name or CIF number must be specified. • Minimum characters required for fields: Customer Name 3, CIF 9, City 3. • Name, CIF, and City matches are exact. Use * wildcard when uncertain. (example:

AMOCO, AMOC*).

3. Select Search to initiate the search. The results are displayed at the bottom of the screen.

4. Select the specific CIF listing that you want added to your search and then the Select button. The selected record is added to the search field from the screen that you selected the magnifying glass.

Exhibit 21. CIF Lookup Field (with selected CIF appearing)



Exporting CSV Files Use the following procedure to export search results to a CSV file:

1. From a Contact, Agency, or MARK search results screen, select the Export CSV hyperlink. A dialogue box appears asking if you want to open or save the file (Exhibit 22).

Exhibit 22. CSV Open Dialog Box

2. Select either the Open or Save option. Here is an example of an output opened as an Excel file (Exhibit 23).

Exhibit 23. Example of CSV Output (opened in Excel)



Managing Contacts Use the following procedure to manage contact information:

1. Select Contacts>Manage Contacts. The Manage Contacts page is displayed (Exhibit 24).

Exhibit 24. Manage Contacts


2. Perform one of the following described actions:

a. Select Add to add a new contact (see Adding Contacts).

b. Select an existing contact and select Clone to create a new contact based on the selection (see Cloning Contacts).

c. Select an existing contact and select Delete to delete that contact. A message appears asking you to confirm this decision.

d. Select an existing contact and select Edit to edit that contact (see Editing Contacts).

e. Select a hyperlinked name of a listed contact to view/manage that contact. The View Contact screen is displayed (Exhibit 25). Go to Step 3.



Exhibit 25. View Contact

3. Perform one of the following actions: a. (if contact needs to be verified) Select Mark as Verified to verify contact. A message

appears at the top of the View Contact page, “Contact was marked as verified”.

b. Select Clone to create a new contact based on the displayed record (see Cloning Contacts).

c. Select Edit to edit the displayed record (see Editing Contacts).

d. Select Delete to delete that contact. A message appears asking you to confirm this decision.

e. Select Prior Versions to display a list of prior versions of the displayed contact information (see Reviewing Prior Versions).

f. Select Audit Log to view to view the Contact Audit Log screen, an audit log of contact management history (see Viewing the Audit Log).

g. Select Done to exit the View Contact screen. The Manage Contacts screen is redisplayed (Exhibit 24).



Adding Contacts Use the following procedure to add contact information:

1. Select Contacts>Add Contacts. The Add Contact page is displayed (Exhibit 26).

Exhibit 26. Add Contact

2. Complete the available input fields. The red labeled fields are required.

3. Under the category listing, select the appropriate category for the contact, for example Car Service/Car Hire Voting Subscribers (Exhibit 27). Depending on the selection, additional details appear regarding the category role.

Exhibit 27. Adding Categories (Car Service/Car Hire example)

4. For this example, under the Category Role drop-down, select either Primary or Secondary.

5. Select Save to save the new contact record.



Editing Contacts Use the following procedure to edit an existing contact:

1. From either the View Contact page (Exhibit 25), the Manage Contact page (Exhibit 24) or the Contacts Requiring Verification pages (Exhibit 34 and Exhibit 35), select a listed contact and select Edit. The Edit Contact page (Exhibit 28) is displayed.

Exhibit 28. Edit Contact

2. Edit the available contact information input fields as needed.

3. The bottom portion of the screen allows you to specify a category assignment for the displayed contact. As needed, use the category drop-down to select an appropriate category. Options allow you to specify the details of an agency relationship for categories to which you have been assigned permissions. Use the Add and Delete buttons to add or delete categories for the displayed contact.



4. Perform one of the following actions: a. Select Save to save any completed edits.

b. Select Clone to create a new contact based on the displayed record (see Cloning Contacts).

c. Select Delete to delete that contact. A message appears asking you to confirm this decision.

d. Select Done to exit the Edit Contact screen. The Manage Contacts screen is redisplayed.

Reviewing Prior Versions Use the following procedure to review prior versions of modified contact information:

1. Complete the Managing Contacts process.

2. From the View Contact page (Exhibit 15), select the Prior Versions button. The Contact History - Prior Record Versions screen is displayed (Exhibit 29).

Exhibit 29. Contact History—Prior Record Versions

3. Any possible prior versions of the selected record are listed under the Prior Versions heading. To review a prior version, select the hyperlinked modified date or version number. The Contact History screen is refreshed to show the prior version (Exhibit 30).



Exhibit 30. Contact History—Prior Record Versions (showing prior version)

4. Complete one of the following actions: a. Select Audit Log to view the Contact Audit Log page, an audit log of contact

management history (see Viewing the Audit Log). b. Select Done to exit the Contact History - Prior Record Versions page.

Viewing the Audit Log The Audit Log allows you to see the history of record changes in FindUs.Rail.

1. From the View Contact page (Exhibit 15) or the Contact History - Prior Record Versions screen (Exhibit 29), select the Audit Log button. The Contact Audit Log page is displayed (Exhibit 31).



Exhibit 31. Contact Audit Log

2. Select Done when finished viewing the Audit Log.

Cloning Contacts You can clone a contact to make a new contact for the same MARK, or you can clone a contact for use with an additional MARK.

See the following sections for more information:

• Cloning a Contact for the Same MARK on page 22

• Cloning a Contact to an Additional MARK on page 23

Cloning a Contact for the Same MARK Use the following procedure to clone the fields of an existing contact to set up a new contact for the same MARK:

1. From either the View Contact page (Exhibit 25), the Manage Contact page (Exhibit 24) or the Contacts Requiring Verification pages (Exhibit 34 and Exhibit 35), select a listed contact and select Clone. The Add Contact - Via Clone page (Exhibit 32) is displayed.



Exhibit 32. Add Contact - Via Clone

2. Complete/modify the available input fields as necessary.

3. Perform one of the following actions: a. Select Save to save the cloned contact record. b. Select Cancel to cancel the addition of the clone.

Cloning a Contact to an Additional MARK Use the following procedure to clone the fields of an existing contact and set up a new contact for use with an additional MARK:

Note: To clone a contact to an additional MARK, you must have FindUs.Rail Company Admin permissions to multiple MARKs – the one you are cloning from and the one you are cloning to.

1. From either the View Contact page (Exhibit 25), the Manage Contact page (Exhibit 24) or the Contacts Requiring Verification pages (Exhibit 34 and Exhibit 35), select a listed contact and select Clone. The Add Contact - Via Clone page (Exhibit 33) is displayed – note the editable Company ID/MARK field.



Exhibit 33. Add Contact - Via Clone (showing editable Company ID/MARK field)

2. In the Company ID/MARK field, type the MARK that you want to clone the contact to.

3. Complete/modify any additional available input fields as necessary.

4. Perform one of the following actions: a. Select Save to save the cloned contact record for use with the additional specified MARK. b. Select Cancel to cancel the addition of the clone.

Viewing Contacts Requiring Verification FindUs.Rail periodically prompts Contact Company Administrators to review contacts for accuracy. When Contact Company Administrators log into FindUs.Rail and they have been sent a notification to review one or more of their contacts, they are redirected to a screen that prompts them to verify any outstanding contacts (see Exhibit 34). This screen can also be reached through the menu.



Contact Company Administrators have the option to view, edit, and mark each contact as having been reviewed. The system updates the last modified and last verified dates for the contact according to whether an edit and/or verification was performed, respectively. The user has the ability to skip this screen, but the system continues to prompt to verify any remaining contacts on subsequent logins until all contacts in the queue have been verified.

This procedure describes how to access the option from the menu; however, the functionality is the same if accessed from the login screen.

Exhibit 34. Contacts Requiring Verification (following login)

Use the following procedure to view and verify contacts:

1. Select Contacts> View Contacts Requiring Verification. The Contacts Requiring Verification page is displayed (Exhibit 35).

Exhibit 35. Contact Requiring Verification (from menu)



4. Perform one of the following actions: a. To verify that one or more of the listed contacts is still valid, select the check box next to

the listed contact. Select multiple contacts to verify more than one. Select the check box above the entire list to select all list contacts. Next select Mark As Verified. A message appears at the top of the page (Exhibit 36) and the contact is removed from the list.

Exhibit 36. Contact Verified

b. Select a hyperlinked name of a listed contact to view/manage that contact. The View

Contact page is displayed (Exhibit 25). Go to Step 3 of Managing Contacts.

c. Select Add to add a new contact (see Adding Contacts).

d. Select an existing contact and select Clone to create a new contact based on the selection (see Cloning Contacts).

e. Select an existing contact and select Edit to perform edits (see Editing Contacts).

f. Select an existing contact and select Delete to delete that contact.

g. Select Done to exit the page.


Viewing Categories

Viewing Categories The FindUs.Rail repository for company contacts is organized under various categories, each managed by Contact Company Administrators. The administrators can add, update, and delete contacts for the categories they manage.

Use the following procedure to view the available category types and the contacts that have been assigned to a designated category:

1. Select Categories. The Categories page is displayed (Exhibit 37).

Exhibit 37. Categories

2. Perform one of the following actions: a. Select a hyperlinked name of a listed category to view category details. The Category

Details page is displayed (Exhibit 38). From here, select Done to exit the page.

Exhibit 38. Category Details

b. Select a hyperlinked contact total of a listed category to view category contacts. The

Contact Search Results page is displayed (Exhibit 14). From here, continue with step 6 of the Searching Contacts process.


Working with Agencies

Working with Agencies An agency is a business or an administrative division that provides a particular service. An agency relationship is set up between a company and the agent(s) for that company. For example, agents typically manage functions such as Car Repair Billing. This section explains the options available on the Agency menu (Exhibit 39).

Exhibit 39. Agency Menu

Exhibit 40. Agency Menu Items and Descriptions

Menu Item Description Search Agency Search for agency information. Manage Agency Add, edit, or delete agency information.

Add Agency Add new agency information.

Searching for Agency Information An Agency search can be specified by the company granting agency, the agent, or both. Use the following procedure to search for agency information:

1. Select Agency>Search Agency. The Search Agency page is displayed (Exhibit 41).

Exhibit 41. Search Agency



2. Complete the available described fields for the company granting agency, the agent, or both.

• Company ID/MARK—Use the dropdown field to select either MARK or CIF. Use the field next to the dropdown to enter either a MARK or a CIF number (based on your selection in the previous dropdown). If needed, click on the magnifying glass icon to display a lookup tool to search for MARKs or CIF numbers.

See Looking up MARKs for details. See Looking up CIF Numbers for details.

• Category Name— Select a listed category for the specified MARK or Company ID.

Exhibit 42. Agency Search Category List

3. Select Search to initiate the records search. The search results are displayed (Exhibit 43).



Exhibit 43. Agency Search Results

Note: If your search results in more than 25 records then an additional navigational option is displayed. Move to other pages of results by entering the desired page number and then clicking Go. Click the arrow to move to the next page or click the arrow with the line

to move to the last page of records.

4. Perform one of the following actions: a. Select Search Again to initiate a new agency search. b. Select Done to exit the Search Results page. c. Select Export CSV to save the results as a CSV file (see Exporting CSV Files). d. Select one of the hyperlinked fields of a found agency record to view details of that

record. The View Agency page is displayed (Exhibit 44).

Exhibit 44. View Agency



5. Perform one of the following actions: a. Select Edit to make edits to the displayed agency (Editing Agency Information). b. Select Delete to remove the displayed agency. c. Select Done to exit the View Agency page.

Managing Agency Information Use the following procedure to manage agency information:

1. Select Agency>Manage Agency. The Manage Agency page is displayed (Exhibit 45).

Exhibit 45. Manage Agency

2. Perform one of the following described actions: a. Select Add to add a new agency (see Adding Agency Information). b. Select an existing agency and select Edit to edit that agency (see Editing Agency

Information). c. Select an existing agency and select Delete to delete that agency. A message appears

asking you to confirm this decision. Select OK to confirm decision. d. Select the hyperlinked name of a listed agency to view/manage that agency. The View

Agency screen is displayed (Exhibit 44). Go to step 5 of Searching for Agency Information.



Adding Agency Information Use the following procedure to add agency information:

1. Select Agency>Add Agency. The Add Agency page is displayed (Exhibit 46).

Exhibit 46. Add Agency

2. Complete the available input fields.

3. Perform one of the following actions. a. Select Save to save the agency record. b. Select Cancel to cancel the addition of the agency information.

Editing Agency Information Note: You can only edit the expiration dates of an agency. If you desire to change the agent

company or the effective date, add a new agency relationship and delete the one you want to edit (or set it to expire) as appropriate.


Searching MARKs

Searching MARKs Use the following procedure to search for MARKs:

1. Select Search MARKs. The Search MARKs page is displayed (Exhibit 47).

Exhibit 47. Search MARKs

2. Complete the available described fields:

• MARK—enter the 2 to 4 character MARK.

• Company Name—enter the specific company name.

• Parent MARK—if applicable, enter the Parent MARK of the search record.

3. Select Search to continue. The MARK Search Results page is displayed (Exhibit 48).


Searching MARKs

Exhibit 48. MARK Search Results


4. Complete one of the following actions:

a. Select the MARK Type Reference hyperlink to display a quick reference explaining MARK Types (Exhibit 49).

Exhibit 49. MARK Type Reference

b. Select Search Again to initiate a new MARK search. c. Select Done to exit the search results screen. d. Select Export CSV to save the results as a CSV file (see Exporting CSV Files).


Searching MARKs

e. Select the hyperlinked MARK of a found MARK record to view the parent/child hierarchy of that record (Exhibit 50). Continue to step 5.

Exhibit 50. MARK Hierarchy

5. Select Done to exit the MARK Hierarchy page.


Working with Notifications

Working with Notifications The Notifications menu allows you to subscribe to email notifications about changes to contact information.

This section describes the options available on the Notifications menu (Exhibit 51). This includes how to manage subscriptions to alert notifications.

Exhibit 51. Notifications Menu

Exhibit 52. Notifications Menu Items and Descriptions

Menu Item Description Subscriptions View and manage subscriptions.

Category Notifications

View and manage category email notifications.

Viewing and Managing Subscriptions Use the following procedure to view and manage subscriptions:

1. Select Notifications>Subscriptions. The Subscriptions page is displayed showing all current subscriptions (Exhibit 53).

Exhibit 53. Subscriptions

2. Perform one of the following actions:

a. Select Add to add a new subscription (see Adding Subscriptions).



b. Select an existing subscription and then Edit to edit that subscription (see Editing Subscriptions).

c. Select an existing subscription and then Delete to delete that subscription. A confirmation message is displayed. Select OK to confirm your decision.

Adding Subscriptions Use the following procedure to add a subscription:


2. Select Add. The Add Subscriptions page is displayed (Exhibit 54).

Exhibit 54. Add Subscription

3. By default, your email address registered with Railinc is added to the distribution list. Specify additional individuals to be CC’d on the distribution in the available input field. Separate multiple addresses with commas.

4. You can specify to have the subscription set up for Categories or Companies by selecting the associated Add hyperlink underneath either list.

5. Use the input fields to specify either Categories or Companies to include in the subscription. Use the Add or Delete hyperlinks to add or remove Categories or Companies (see Exhibit 55).

Note: If a company is not selected, the default setting is to send changes for all companies.



Exhibit 55. Adding Categories and Companies to a Subscription

6. Select Save to save the created subscription.

Editing Subscriptions Use the following procedure to make changes to a current subscription:


2. Select an existing subscription and then Edit. The Add Subscriptions page is displayed (Exhibit 56).

Exhibit 56. Edit Subscriptions

3. Modify the list of individuals to be CC’d on the distribution.

4. Modify the subscription set up for Categories or Companies by selecting the associated Add or Delete hyperlink underneath the labeled category.

5. Perform one of the following actions: a. Select Save to save any completed edits. b. Select Delete to delete the subscription. A message appears asking you to confirm this

decision. Select OK to confirm your decision. c. Select Done to exit the Edit Subscription page without saving changes.



Managing Category Notifications Oftentimes the management of subscriptions to system notifications is controlled by more than one person. This process enables you to configure subscriptions so that notifications are only sent for specific categories.

Use the following procedure to view and select the categories for which you want to receive notifications when it is time to review contacts:

Note: These notifications are sent 90 days after the subscription was last reviewed.

1. Select Notifications>Category Notifications. The Category Notifications page is displayed (Exhibit 57).

Exhibit 57. Category Notifications

2. By default all categories are selected. Deselect any of the listed categories for which you do not want to receive notifications.

3. Select Apply to save the changes.


Index

Index adding

agencies, 32 contacts, 18 subscriptions, 37

Agency adding, 32 editing, 32 managing, 31 menu, 28 searching, 28 viewing, 31

application menu, 7 Catagories menu, 27 Categories

viewing, 27 CIF numbers, 14 cloning contacts, 22 company, selecting your, 5 computer requirements, 2 contacting Railinc, 2 Contacts

Add Contacts, 18 adding, 18 cloning, 22 editing, 19 Manage Contacts, 16 managing, 16 menu, 8 Search Contacts, 8 searching, 8 verifying, 24 View Contacts Requiring Verification, 25 viewing prior versions, 20 viewing the audit log, 21

CSV files, 15 Customer Support Center, 2 editing

contacts, 19 subscriptions, 32

exporting CSV files, 15 FindUs.Rail

access, 3 computer requirements, 2 Customer Support Center, 2 getting started, 3 Home page, 6 Home Page, 7 log in, 4 log out, 6 overview, 1 SSO permissions, 3

getting started with FindUs.Rail, 3

Home page, 6, 7 log in, 3, 4 log out, 6 managing

agencies, 31 contacts, 16 notifications, 39

MARK, 12, 33 menu

Agency, 28 Categories, 27 Contacts, 8 Notifications, 36 Search MARKs, 33

Notifications menu, 36 Notifications, managing, 39 overview of FindUs.Rail, 1 permissions, 3 prior versions of contacts, 20 Railinc, contacting the Customer Support Center, 2 roles, 3 Search MARKs menu, 33 searching

agencies, 28 CIF numbers, 14 contacts, 8 MARKs, 12

selecting your company, 5 session time out, 6 signing in, 3 Single Sign On, 3 SSO, 3 SSO, FindUs.Rail permissions, 3 subscriptions, 36 Subscriptions

adding, 37 editing, 38 subscribing to all changes, 37

system requirements, 2 time out (session), 6 user roles, 3 viewing

agencies, 31 audit log, 21 categories, 27 contact history, 20 contacts requiring verification, 24 subscriptions, 36

web interface page layout, 7

Web Services, 2 wildcard characters, 7


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