Download Loading Authority (OT-5) Internet Application User Guide

Loading Authority (OT-5) Internet Application User Guide
Table of Contents
Learning about the Loading Authority (OT-5) Internet Application ....................................... 1
Overview ...................................................................................................................................... 2
General Business Rules ........................................................................................................... 2
System Interface Notes ............................................................................................................ 3
System Requirements................................................................................................................... 4
Accessing Railinc Customer Support .......................................................................................... 4
Getting Started ............................................................................................................................... 5
Learning about User Roles........................................................................................................... 5
Logging In .................................................................................................................................... 7
Managing Multiple Companies.................................................................................................... 8
Viewing the Loading Authority (OT-5) Dashboard Page ............................................................ 9
Creating a Loading Authority (OT-5) Pre-Authorization Application .................................. 10
Creating a Loading Authority (OT-5) Application................................................................... 15
Working with Existing Loading Authority (OT-5) Applications ............................................ 21
Searching for Loading Authority (OT-5) Applications ............................................................. 21
Viewing Loading Authority (OT-5) Applications ..................................................................... 23
Editing a Loading Authority (OT-5) Application ...................................................................... 24
Making Carrier-Specific Changes ......................................................................................... 25
Making Global Changes ........................................................................................................ 27
Cloning a Loading Authority (OT-5) Application ..................................................................... 27
Exporting Search Results into a CSV File ................................................................................. 28
Viewing the History of Loading Authority (OT-5) Records...................................................... 29
Deleting Draft Loading Authority (OT-5) Applications ............................................................ 29
Approving and Rejecting Applications –Railroads Only .......................................................... 30
Downloading Reports .................................................................................................................. 32
Accessing Links to other Systems ............................................................................................... 34
Appendix A. Adding Loading Authority (OT-5) Contact Information to FindUs.Rail ....... 35
Appendix B. Frequently Asked Questions ................................................................................ 37
Glossary ........................................................................................................................................ 43
Index.............................................................................................................................................. 44
Loading Authority (OT-5) User Guide
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Revised June 2015