The PreGate Moves screen displays the list of PreGate move items in compressed mode, filtered by current date or greater and displayed across all participating terminals. To expand the view, click on the “+” sign to the left of the individual move. If you have a dual move (example Drop Empty and Pick Import on one ticket), then you will see one line for the Drop Empty, and one line for the Pick Full, with both lines displaying the same Ticket number.
Click the “+” sign to display additional detail related to the move.
Perform a single ascending/descending sorting of columns by clicking on the column title; theor icons will change to indicate sort order.
Creating an Appointment
To create a new visit, select the Add Visit or Multi-Visit button on the top left of the PreGate Moves or PreGate Visit screens.
This will display the visit detail pop-up screen. The screen displays the columns and available move types for the selected terminal along with that terminal’s associated PreGate requirements.
- Select the terminal you want from the drop-down list.
The available fields will change based on the selected terminal’s PreGate requirements and available move patterns (e.g. allowing inbound and outbound movements or simply unidirectional moves).
- If available, select a move type option for #Drop and/or #Pick container move type: None, Single, or Twin.
As move types are selected, the fields in the pop-up may change based on the selection.
- Enter details for each available field, once complete a notification icon will display to indicate if the entered information is valid.
If you see an informational or warning icon, click the icon to view details of what may be impacting your ability to create an appointment.
If you see the message “No Appointments Available” in the Slot field after completing the fields, it indicates that either an appointment is not required for this terminal or there are no available slots open. Check the location requirements or terminal details for a specific reason.
Terminals that use Pre Arrivals instead of slot appointments need only a date to create a PreGate (do not go by specific time slot).
Note: Once the move(s) have been entered with valid data, you should see the green check mark icon display. You can view additional
container details by clicking on the icon to the right side of the Container field.
If a green check mark icon displays, you can continue with creating the PreGate move by selecting the next available time slot from the Slot drop-down.
Once the desired time slot or date has been selected, you can submit the PreGate move. Click one of the following to complete the PreGate setup:
- Save button - Submit the PreGate move and continue to create additional moves.
- Save & Close button – Submit the PreGate move and close the visit details pop-up screen.
- Discard button - Abandon the PreGate Move attempt.
- Cancel Visit button – Cancel the visit, this button is only enabled if a PreGate request has already been submitted and you are editing an existing PreGate.
You can quickly create visits for a large quantity of containers by using the Multi-Visit functionality.
Click the Multi-Visit button. This will display the Add Moves pop-up screen. The screen displays the fields and available move types for the selected terminal and that terminal’s associated PreGate requirements.
Moves types that have references for more than one container to be picked/dropped (e.g. Booking, EDO, etc.), enable you to specify the number of PreGate instances to create.
For example, with a booking for two hundred (200) containers, you can enter the booking number and then specify to create twenty (20) PreGates. This scenario will create twenty blank PreGates for one appointment.
When you have a booking with fewer containers available than the maximum, the system will create PreGates for the number still available. For example, if a booking has two containers, and the maximum is set to five, only two PreGates will be created for edit.
Once you have completed all inputs and submitted inputs for edit, you will see a progress task bar (in blue) indicating the progress from validating to edits created, and then completion
When the upload is complete, you will be returned to the Muti-Visit screen.
You can cut and paste container numbers from an Excel sheet (or any other list) into the input field in a single column format, a comma separated format, or mix of single column and comma separated, and then click submit.
Depending on the move type, you may have access to additional actions and the ability to upload an Excel spreadsheet of values. Click Choose File, select an Excel file from your computer, and then click okay. The file name will display, click Submit to process the file.
Note: The first row of the file must be a header row, examples Container_num, Booking_num, etc. The actual value is not important; you could use “HEADER” as the value to put into the cell.
Additionally, you can download a template. The template will download to your computer ready to be completed with container numbers or references in column A.
Important: DO NOT remove the header row 1. Enter data starting with row 2.
Once you finish adding the data, save the list to your computer and upload as an Excel spreadsheet as outlined in the beginning of this section.
When the Multi-Visit entries have been uploaded you will see the Multi-Visit screen. You can complete, edit, or remove one or more of uploaded multi-visits. Any visits that had errors and did not upload will be displayed in the Message window at the top of the screen.
Click on the (+) symbol to the left of View Detail to expand the Message Window and display the full error message details.
Click the (X) on the top right of the message window to close the message window.
*Important: Do not close the message window if you have not viewed all errors, once the window has been closed it cannot be reopened.
You can now complete each of your Multi-Visits following the same steps as in How to Create a PreGate Move or How to Create an Auto Gate Move. Additionally, you can select a dual move within each Multi-Visit if that terminal allows dual/double ended moves.
If you want to add additional move types before submitting for final validation, you can click on the Add Moves button to open the Multi-Visit Create screen.
Please note: you can enter all moves for a day for various terminals during one session, and then perform one Save All. You don’t need to complete sessions one at a time.
Once you have finished entering all move types, select one of the following actions to finalize:
For the group of Multi-Visit entries (top right menu buttons):
- Save All – submit all the Multi-Visits you have completed for final validation and PreGate/Pre Arrival
- Save Selected – submit the Multi-Visits that were checked off to be validated
- Discard Selected – remove the Multi-Visits that you do not want validated
For each individual Multi-Visit:
- Discard – remove the Multi-Visit
- Save – individual submit for final validation
- Cancel Visit – cancel this previously approved PreGate/Pre Arrival, only available if editing an existing PreGate/Pre Arrival, not available on initial create.
After submitting and all validations have been completed, you will receive a new message in the Message Window indicating any errors and how many visits were created. To see the full message(s), click the (+) icon next to View Detail.
Export Data to Excel
You can export data to an Excel spreadsheet by selecting the All or Page button in the Export section, and then click the Export button.
- All - the system will export all entries included in the applied filter (rather than exporting only what is displayed on that screen)
- Page - the system will export only the items in the current page view (e.g. if the Items Per Page is set to 15 and page 1 is being viewed, the system will only export the entries displayed on page 1)