Car Accounting Self Service (CASS) User Guide
Contents
1. l 6 As necessary use the tools within the spreadsheet application to filter analyze and save the data DDCT Dismantled Equipment Report Use the following procedure to view and export the Damaged and Defective Car Tracking DDCT Dismantled Equipment Report 1 From the CASS Home Page Exhibit 5 select Reports gt DDCT Dismantled Equipment The DDCT Dismantled Equipment Report page with the option to select a carrier 1s displayed Exhibit 31 Exhibit 31 DDCT Dismantled Equipment select a carrier DDCT Dismantled Equipment Select Carrier Car Accounting Self Service User Guide 20 Hevised June 2015 Working with Reports 2 Select the appropriate carrier from the drop down and select Search The DDCT Dismantled Equipment Report for the selected carrier 1s displayed Exhibit 29 Exhibit 32 DDCT Dismantled Equipment Report DDCT Dismantled Equipment Select Carrier base pment Results 2 results in 10 031 seconds Download CSV G Owner Marks Fquip Initials Equip Numbers Fquip Type Mechanical Designation Transportation Codes IC Codes Equip Grades Last Updated s 3 As necessary type an entry in the column heading to filter the report results You can use the reset icon i to remove any filters and relist the full results L 4 Select Download CSV to download the unfiltered DDCT Dismantled Equipment Report A confirmation message is displayed Exhibit 262. 5 Select the checkbox to agree to the Terms of Service Select the Accept button The DDCT Dismantled Equipment Report opens in your local spreadsheet application Exhibit 30 Exhibit 33 DDCT Dismantled Equipment Report downloaded in spreadsheet application I A B C D E F G H I 1 Owner M Equipmer Equipmer Equipmer Mechanic Transport Transport Equipmer Last Updated 2 RAIL RAIL 3333 1301 GT 4 25 2001 13 RAIL RAIL 3767 1301 GT 4 25 2001 1 4 RAIL RAIL 4020 1301 GT 4 25 2001 1 5 RAIL RAIL 4117 1301 GT 4 25 2001 1 6 RAIL RAIL 4175 1301 GT 4 25 2001 17 RAIL RAIL 4209 J301 GT 4 25 2001 18 RAIL RAIL 4283 301 GT 4 25 2001 6 As necessary use the tools within the spreadsheet application to filter analyze and save the data Car Accounting Self Service User Guide 21 Revised June 2015 Accessing CASS System Documentation Accessing CASS System Documentation The Documentation menu item enables users to download the latest version of the CASS User Guide this document the CHLF User Guide describes the layout of the Car Hire Liability File and the FAQ a list of frequently asked questions Select the Documentation menu item The Documentation page opens providing links to download CASS system documents Exhibit 34 Exhibit 34 CASS System Documentation CASS User Guide CHLF User Guide To download a document select the corresponding link The document PDF opens in Adobe Acrobat see Exhibit 35 Ex
3. 1 Open your internet browser 2 Enter the following URL http www railinc com The Railinc Welcome page is displayed Exhibit 3 Exhibit 3 Railinc Welcome Page RAILING ABOUT US WORKING WITH RAILINC PRODUCTS amp SERVICES CAREERS CONTACT US Railinc Keeps You Moving TENT ae TE S T VNR va Car Accounting Self Service User Guide 4 CUSTOMER LOGIN gt Forgot User ID Forgot Password LOGIN Need to Register Revised June 2015 Getting Started 3 In the Account Access panel enter your User ID and Password Select Sign In The Railinc Launch Pad is displayed Exhibit 4 Exhibit 4 Railinc Launch Pad cJ DA RAILING Launch Pad document RAIL RAILINC CORPORATION Your Applications Your Notifications Current Notifications 10th IRF Car Accounting Self Service 09 30 2011 2200 EDT Product Info Testing 9 16 Car Repair Billing61 CHDX Your Support Cases Chicago Gateway Website Your Open Cases RCE CIF There are no cases to show CIF61 C rt 1 877 RAILIN Customer Support 1 877 RAILINC oo lt _ lt De Create a New Case Circular OT 5 Support Hours Monday Friday 0700 1900 Eastern Time 4 Under Your Applications select Car Accounting Self Service The Car Accounting Self Service CASS Home page is displayed Exhibit 5 Exhibit 5 Car Accounting Self Service CASS Home Page rzA n INC Car Accounting Self Service WRITEON Launch Pa
4. T1895 IL Effective Dates 1000412005 TAUT 1001 2004 1000 1 2000 09 04 4907 06011907 10011895 Download CSV C TL Hours Tos TL Hours Froma IL Hours Toe IL Hours Froms 3 As necessary type an entry in the column heading to filter the report results You can use the reset icon L ito remove any filters and relist the full results 4 Select Download CSV to download the unfiltered TOL Rule 5 Liability Limits Report A confirmation message is displayed Exhibit 26 5 Select the checkbox to agree to the Terms of Service Select the Accept button The TOL Rule 5 Liability Limits Report opens in your local spreadsheet application Exhibit 30 Exhibit 30 TOL Rule 5 Liability Limits Report downloaded in spreadsheet application meee eee i m ee A B D E z G J K L M 11 Carrier1 Carrier2 State Pro City SPLC Terminal Li Intermedia Terminal Terminal Intermed Intermediate Limit Hours From 2 Rail AARE OH LORDSTO 3 44E 08 8 16 2002 8 16 2002 120 480 0 0 l 13 Rail AARE OH ASHTABU 3 41E 08 8 16 2002 8 16 2002 120 480 0 0 4 Rail AARE OH ASHTABU 3 41E 08 8 16 2002 8 16 2002 120 480 0 0 I 15 Rail AARE IN CRAWFOI 3 69E 08 8 16 2002 8 16 2002 480 120 0 0 6 Rail AARE IN INDIANA 3 69E 08 8 16 2002 8 16 2002 480 120 0 0 I 7 Rail AARE FL CANTON 4 95E 08 9 1 1999 9 1 1999 72 0 0 0 U I I Ill ll l i i i i i i
5. c XM 25 Car Accounting Self Service User Guide Revised June 2015 Car Accounting Self Service User Guide List of Exhibits Exhibit T User ROG ANG TS ve 3 Exhibit 2 CASS Request Permission ecnin ne died 4 Exhibit 2 Railin Welcome PASS ne etienne encor remet 4 Exhibit Raline LT PAGES den de dada ne ae 5 Exhibit 5 Car Accounting Self Service CASS Home Page 5 Exhibit 6 Search Previous Next 90 Days Atrows nenetmsurarbsieigenstddssmedseddeduandddee 6 Exhibit 7 Event Search Paseos nn na Nid eau 6 Exhibit 8 Event Search Page with results 7 Exhibit 9 Message No records found for search criteria provided seeueeuusesee 7 Exhibit 10 Movement Event Types Legend 23 2 o eot n eee aes 8 Exhibit LI Event Dels Pop Up Ta 9 Exhibit 12 Event Details PopUp ECS Evaluated en E E 9 Exhibit 13 Event Details Pop Up Supptessed isa ono tented eee voto neitenst 10 Exhibit 14 Event Details Pop Up TOR nm Mn nantais 10 Exhibit gt Byen Details Pop Up TOLLIS yi iie etur IDE A rte nM Me v mere ath qi 11 Exhibit 16 Event Details Pop Up Rule Sa en ee an 11 Exhibit 7 HE Scarce PASS SE SNS RAA din 12 Exhibit 18 CHLF Search Page with results and event information expanded 13 eb dard er DUNT IST LU p dE a ne ee 14 Exhibit 20 Create LAM preview displayed 15 Exhibit 21 Event Details for the event to be used as the basis
6. for the new LAM 15 Exhibit 22 Message Ms 17 Exhibit 23 LAM Message History showing results rrrrrrnnnnrnrnrrrrrrrrrrrnrvrrrrrnnnnnnnnnnnnnnnnrrnnnnnnne 17 Exhibit 24 Haulage Agreements Report Search rrrrrrrrrrrrrrrrrrrvrrrrrrrrrrrrrrrrsrrnrrsrrrsssrsrrssrsrsssssssne 18 Exhibit 25 Haulage Agreements Report ss 18 Exhibit 26 Report Download ConfirmatOli usa 19 Exhibit 27 Haulage Agreements Report downloaded in spreadsheet application 19 Exhibit 28 TOL Rule 5 Liability Limits select a carrier rrrrnnrnnnnnnnrnnnnnnnrrrrnnnnnnnnnnnnnnnnnnrnnnnnnne 19 Exhibit 29 TOLE Rol 5 Eaabihty Limits Report aio lecce res es ete eet eden 20 Exhibit 30 TOL Rule 5 Liability Limits Report downloaded in spreadsheet application 20 Exhibit 31 DDCT Dismantled Equipment select a carrier 20 Exhibit 32 DDCT Dismantled Equipment Report 21 Exhibit 33 DDCT Dismantled Equipment Report downloaded in spreadsheet application 21 Exhibit 34 CASS System Documentation ses 22 Fat CAS ser NETT 22 Car Accounting Self Service User Guide i Revised June 2015 Learning about Car Accounting Self Service Learning about Car Accounting Self Service Overview Car Accounting Self Service CASS enables railroad car accountants to search for events on a single piece of equipment It provides a window into the Liability Continuity System LCS so that the car accountant can see the same events th
7. Car Accounting Self Service CASS User Guide D RAILING 7001 Weston Parkway Suite 200 Cary North Carolina 27513 O Copyright 2015 Railinc All Rights Reserved Last Updated June 2015 Car Accounting Self Service User Guide Table of Contents Learning about Car Accounting Self Service Lecce eee eee e eee eee e ee eee eee eee ee eee eese eee eeeesesosaus 1 MUR NR Um T 1 TRE UNN sor E 2 iNCcessimo Raline Customer SUP Neue dune ue RS Co an dirais 2 Getting Started Ne ET 3 R sine Use Raline SSO svare 3 REGUESIING ACCESS tO CASS C ot 3 ENN 4 EON 5 OAL CHING lor EE dim 6 Searching for Car Hire Liability File Records eee e eee eee e e eret eee eee ettet ee eee eee 12 Creating Liability Acceptance Messages eee e eee e e e e ee eee ettet eese e eese esses essa se eaae eoe 14 MINN LAM 14 Creatine LAM roman Fs BR 15 Wiew ine Message IIISEOEY nine 17 Workme With Reports scission ne ADI tes E sen nns dre O dendtn ie het Divis eee desc 18 Maula ge A Sr ments ReDOFPLU i etim RU eo Retail te NG 18 TOL R les Liability B rs Rep ser 19 PDC T Dismantled Equipment Report JPL 20 Accessing CASS System Documentation ccccccccsssssssssssssccsccccccccccccccssssssssssssssssscccscssssseees 22 CORTE H 23 DAG OX
8. NSF Event Time 02 10 2014 21 39 Posting Road NS Posting Time 02 10 2014 23 01 52 SPLC 439900000 LCS Code V Verified Interchange Location TN MEMPHIS Interchange Type Load Status L Loaded Car Accounting Self Service User Guide 9 Revised June 2015 Searching for Events Exhibit 13 Event Details Pop Up Suppressed Event Details Equipment CSXT0000486654 Event Type RMTY From Road TTIS Event RELEASE EMPTY Description To Road Event Time 0140 2014 12 15 Posting TTIS Posting Time 01 10 2014 13 19 54 Road SPLC 285390000 LCS Code 8 Suppressed Location KY PARIS Interchange suppressed Type Load Status E Empty Interchange Type Detail Suppressed Start Time 01 06 2014 20 05 00 Liable Road CSXT End Time 01 10 2074 12 20 00 Possession Road TS Exhibit 14 Event Details Pop Up TOL5 Event Details Equipment CSXT0000708372 Event Type PACT From Road CWRO Event PLACEMENT ACTUAL Description To Road Event Time 01 24 2014 00 01 Posting CWRO Posting Time 01 24 2014 02 14 18 Road SPLC 341800000 LCS Code Active Location OH Interchange TOL5 CLEVELAND Type Load Status E Empty Interchange Type Detail TOLS Start Time 01 22 2014 19 35 00 Switch Road CWRO End Time 01 24 2014 12 10 00 Liable Road CSXT Switch Type Terminal Switch Car Accounting Self Service User Guide 10 Revised June 2015 Searching for Events Exhibit 15 Event Details Pop Up TOL15 Event Det
9. age 22 describes how to download online versions of this user guide and other related documents A glossary and index follow the major sections For additional information refer to the following documents or contact the Railinc Customer Support Center see Accessing Railinc Customer Support on page 2 e Train II User Manual provides reference material and message formats for TRAIN messaging e CHDX User Guide describes the Car Hire Data Exchange process Car Accounting Self Service User Guide 1 Revised June 2015 Learning about Car Accounting Self Service 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 Ul 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 csc railinc com Car Accounting Self Service User Guide 2 Revised June 2015 Getting Started Getting Started The CASS application uses Railinc Single Sign On SSO to manage permissions To a
10. ails Equipment From Road To Road Posting Road SPLC Location Load Status Start Time End Time Exhibit 16 Event Details Pop Up Rule 4 Event Details Equipment From Road To Road Posting Road SPLC Location Load Status CSXT0000502570 CSS BOCT CSS 363510000 IM EAST CHICAGO E Empty Event Type Event Description Event Time Posting Time LCS Code Interchange Type CH82 CAR HIRE RULE 15 TOL TO DELINQUENT ROAD 017 2014 14 24 0118 2014 04 03 12 V Verified Interchange TOL 15 Interchange Type Detail TOL15 0117 2014 14 24 00 0118 2014 16 07 00 CSXT0000251587 EVWR CSXT AARG 379500000 IM EVANSVILLE E Empty Car Accounting Self Service User Guide Holding Road CSS Liable Road Event Type Event Description Event Time Posting Time LCS Code Interchange Type 11 BOCT Create LAM CH96 CAR HIRE RULE 4 START 01 22 2014 15 23 02 21 2014 11 36 52 Hevised June 2015 Searching for Car Hire Liability File Records Searching for Car Hire Liability File Records CHLF Search enables users to search a Car Hire Liability File CHLF for a single car s liability file records including cycle data with time and mileage payments for a month Notes 1 CHLF Search is an optional feature that is only available to users who subscribe to the Car Hire Liability File If you already subscribe to the CHLF but do not have access to
11. at LCS uses to determine car hire liability and includes the ability to search Car Hire Liability File CHLF records for a single piece of equipment CASS has specific features to help car accountants with decisions and it highlights certain events to show that they impact liability CASS also gives car accountants the ability to submit Liability Acceptance Messages LAM which enable a railroad to assume liability for a railcar CASS contains information pertinent to Car Hire Rules particularly Rules 4 5 and 15 It also supports Car Service Rules and Car Service Directives as defined in AAR Circular OT 10 This document describes how to use CASS through the following major sections e Getting Started on page 3 describes how to access and log in to the system e Searching for Events on page 6 describes how to search for car movement events e Searching for Car Hire Liability File Records on page 12 describes how to search a CHLF for a single car s liability file records including cycle data with time and mileage payments for a month e Creating Liability Acceptance Messages on page 14 describes how a railroad can create a message to accept car hire liability e Viewing Message History on page 17 describes how to view the history of car hire Liability Acceptance Messages associated with your railroad e Working with Reports on page 18 describes how to use the CASS reports e Accessing CASS System Documentation on p
12. ccess SSO view the Railinc portal at http www railinc com The SSO log in is located at the upper right of the page Registering to Use Railinc SSO Each CASS user must register to use Railinc Single Sign On If you are not already registered refer to the Railinc Single Sign On User Guide for more information Once you have completed SSO registration request access to CASS within SSO Requesting Access to CASS After you receive authorization to use Railinc SSO you must request general access to CASS by following instructions in the Railinc Single Sign On User Guide Your level of access and authorization for CASS is determined when you request access through Railinc Single Sign On Exhibit 1 shows a complete list of CASS roles as seen in SSO Exhibit 1 User Roles and Tasks CASS CHLF V2 0 User This role enables Car Hire Liability File CHLF recipients to search a CHLF for a single car s liability file records including cycle data with time and mileage payments for a month Users must request access under any mark for which they receive a CHLF CASS Company Administration This role is for the company administrator of the requesting company This is the person responsible for approving access to CASS for their company This role includes the CASS LAM Creation role and the CASS Event Query role CASS Event Query This role is for the CASS user who only has access to Event Query CASS LAM Creation This role is for the CASS user wh
13. d ContactUs Help Sign Out Home Search Messages Reports Documentation Car Accounting Self Service RoadMarks Private Mark RailRoad Mark Or Ma va RAIL eo eo Continue by selecting one of the following CASS menu options Search Search for events or Car Hire Liability Files CHLES for records for a single car Messages Create new messages and search message history Reports Access reports for Haulage Agreements TOL Rule 5 Liability Limits and DDCT Dismantled Equipment Documentation Retrieve support documentation Logging Out Select the Sign Out link to end a CASS session Car Accounting Self Service User Guide 5 Revised June 2015 Searching for Events Searching for Events CASS enables users to search for events by entering a single car and a start and end date range into search criteria A search returns all events for up to a 90 day date range CASS provides access to two years of event data From a successful search results screen additional options exist to view full record details to download a CSV version of displayed events or to create a LAM based on the displayed movement event NOTE Once initial search criteria has been entered CASS allows users to perform a search for the records either 90 days before or 90 days after the entered From and To Dates This is done by using the double arrows that bookend the Search button Exhibit 6 Exhibit 6 Search Previous Next 90 Days Arrows a Search Prev
14. e flat lessee RCH Railroad Clearinghouse A centralized process for administering and transferring funds among railroads SCAC Standard Carrier Alpha Code A two to four letter code used to identify transportation companies SPLC Standard Point Location Code A six to nine digit numeric code used to specify the physical location of a station STCC Standard Transportation Commodity Code A seven digit numeric code used to identify a commodity on waybills and other shipping documents Umler System for tracking the physical characteristics transportation management and pool assignments of virtually every piece of rail equipment in North America Car Accounting Self Service User Guide 24 Revised June 2015 Index Index AAR 1 accessing CASS 3 car activity information 13 Car Hire Liability File 12 Car Hire Rules 1 car type 13 CASS computer requirements 16 Customer Support Center 2 getting started 3 logging in 4 logging out 5 menu options 5 overview I reports 18 requesting access 3 roles and permissions 3 searching for Car Hire Liability File records 12 searching for events 6 system documentation 22 viewing message history 17 CASS FAQ 22 CASS User Guide 22 CHLF 12 CHLF User Guide 22 company admin role 3 computer requirements 16 contacting Railinc 2 creating a Liability Acceptance Message 14 CSV download 8 13 Customer Support Center 2 DDCT Dismantled Equipment Report 18 docu
15. e to view and export the Haulage Agreements Report 1 From the CASS Home Page Exhibit 5 select Reports gt Haulage Agreements The Haulage Agreements Reports Search page 1s displayed Exhibit 24 Exhibit 24 Haulage Agreements Report Search Select Carrier Select Road Haulage Agreements 2 Select the appropriate carrier from the drop down and select Search The Haulage Agreements Report for the selected carrier is displayed Exhibit 25 Exhibit 25 Haulage Agreements Report Select Carrier Carrier 1 Locations Haulage IDs Car Hire Liables Car Accounting Self Service User Guide 18 Revised June 2015 Working with Reports 3 As necessary type an entry in the column heading to filter the report results You can use the reset icon L ito remove any filters and relist the full results 4 Select Download CSV to download the unfiltered Haulage Agreements Report A confirmation message is displayed Exhibit 26 Exhibit 26 Report Download Confirmation By downloading this data you agree to Railincs Terms of Service which limits data use and restricts distribution without prior Railinc agreement Accept Cancal 5 Select the checkbox to agree to the Terms of Service Select the Accept button The Haulage Agreements Report opens in your local spreadsheet application Exhibit 27 Exhibit 27 Haulage Agreements Report downloaded in spreadsheet application i A B D E G H i 1 Car
16. hibit 35 CASS User Guide PDF Cl ur EJ 2 Ik S e 100 T amp Collaborate V Sign e s Find E Car Accounting Self Service CASS User Guide D RAILING 7001 Weston Parkway Suite 200 Cary North Carolina 27513 Use the tools within Acrobat to print or save the document Car Accounting Self Service User Guide 22 Revised June 2015 Glossary Glossary AAR Association of American Railroads Car Hire Car Hire is a usage charge paid to car owners by railroads for the use of freight cars and appurtenances CHARM Car Hire Accounting Rate Master A file that contains all car hire rates currently in effect for each individual piece of equipment An updated and complete CHARM file is produced each month CHLF A text format data file that contains railcar hire information It provides LCS interchange information as well as loaded and empty cycle breaks and Rule 4 Rule 5 and Rule 15 Transfers of Liability Haulage and Suppression CHRNSS Car Hire Rate Negotiation Self Service A Railinc application that provides users with a convenient single access point to participate in negotiations related to car hire ECB Empty Cycle Break LAM Liability Acceptance Message message that enables a railroad to assume liability for a railcar LCB Loaded Cycle Break LCS Liability Continuity System system that uses industry approved rules to assess interchange and car movement even
17. ious Search Next 90 Days we _ 90 Days LEER mm em nemo uem ee m m m mm d Use the following procedure to search for events 1 From the CASS Home Page Exhibit 5 select Search gt Event Search The Event Search page is displayed Exhibit 7 Exhibit 7 Event Search Page b RAILING Car Accounting Self Service document Launch Pad v Contact Us Help Sign Out Home Search Messages v Reports Documentation Event Search v gt om Equip Initial Equip Number From Date 2 Complete the following fields e Equipment Initial e Equipment Number e From Date MM DD YYYY e To Date MM DD Y Y Y Y 3 Select Search or the Enter key to initiate the search If results are found they are displayed in the right panel Exhibit 8 Select Reset if the search fields and results need to be cleared Car Accounting Self Service User Guide 6 Revised June 2015 Searching for Events Exhibit 8 Event Search Page with results E A Bo masse Car Accounting Self Service Event Search Equip Initial Equip Number CSXT 123524 Sean Result F PURES an O S67 Scones Event Event Time From Road To Road Posting Road Location EI Emm LES Coda Status 4 Optionally filter results by using the available spaces above appropriate column headings Type in all or part of a filter criteria and results are dynamically updated You can filter on multiple values using a comma Use the reset all filter
18. mat as the Event Search page see Exhibit 18 See Searching for Events on page 6 for a description of the Event Search page Select the Legend button at the bottom right of the page to view a legend of movement event types The Movement Event Types Legend is displayed Exhibit 10 Select Legend again to hide it 4 You can download all the displayed liability file records as a CSV file Select Download CSV at the bottom right of the page Select the checkbox to agree to the terms of use in the pop up window and then select Accept Choose to either open the file or download the file in CSV format 5 In addition you can double click a listed cycle to display a popup window containing detailed mileage information for that cycle This window displays the start and end time for the cycle used by the Railinc mileage accumulation process and includes the SPLCs reported in event data during the cycle and the miles between those SPLCs Car Accounting Self Service User Guide 13 Revised June 2015 Creating Liability Acceptance Messages Creating Liability Acceptance Messages CASS allows the creation of a Liability Acceptance Message LAM within 120 hours 5 days of the current time based on Eastern Time The CASS user is able to submit LAMs for any railroad they may have permission The permissions are determined by the Mark table from the home page All Marks that have a check in the Operating Marks column are available to select in the Submitti
19. mentation 22 downloading events 8 empty cycle break 13 Equipment Initial 14 Equipment Number 14 event query only role 3 Event Time 14 events 6 FAQ 22 frequently asked questions 22 From Road 14 glossary 23 haulage 8 Haulage Agreements Report 18 Car Accounting Self Service User Guide 25 LAM 1 14 LAM creation role 3 LAM message history 17 LCS 1 legend of event types 7 Liability Acceptance Message 1 14 Liability Continuity System 1 loaded cycle break 13 Location SPLC 14 logging in 4 logging out 5 menu options 5 message history 17 mileage information 13 movement events 6 overview 1 Railinc Single Sign On 3 Railinc contacting the Customer Support Center 2 rate information 13 reports DDCT Dismantled Equipment Report 18 Haulage Agreements Report 18 TOL Rule 5 Liability Limits Report 18 Rule 4 8 searching for events 6 Single Sign On 3 SPLC 14 SSO 3 Status 14 STCC 13 Submitting Road 14 suppressed 8 TOL Rule 5 Liability Limits Report 18 TOLIS 8 TOLS 8 types of movement events 7 Unler 13 user guide 22 user roles and permissions 3 viewing aggregate car accounting information 13 viewing detailed mileage information 13 viewing event information for a cycle 13 viewing message history 17 viewing monthly car activity 13 waybill information 13 Revised June 2015
20. ng Road field on LAM creation See one of the following sections to create a LAM e Creating a New LAM on page 14 e Creating a LAM from an Existing Event on page 15 Creating a New LAM Use the following procedure to create a new Liability Acceptance Message 1 From the CASS Home Page Exhibit 5 select Create Message The Create LAM page is displayed Exhibit 19 Exhibit 19 Create LAM Liability Acceptance Message All fields are required Submitting Road Equip Initial Equip Number Event Time MM DD YYYY From Road Location SPLC Status LC 2 Complete the available input fields 3 Optionally select Preview to preview the message content Exhibit 20 Select Preview again to hide the preview panel Car Accounting Self Service User Guide 14 Revised June 2015 Creating Liability Acceptance Messages Exhibit 20 Create LAM preview displayed Liability Acceptance Message All fields are required Submitting Road Equip Initial Equip Number Event Time MM DD Y Y Y Y From Road Location SPLC Status RAIL CSXT 124221 04 20 2014 BB CSXT 457210000 i Header HRAILRRDCO001TRAIN101404211239RRDC Group Detail 0001CASS457210000201404200001415 ZCSXTRAIL CSXT124221E Summary 0001SUM0001 Trailer 0001E0M 4 Select Submit or the Enter key to submit the message If all rules pass a confirmation message is displayed Creati
21. ng a LAM from an Existing Event Use the following procedure to create a Liability Acceptance Message from an existing movement event 1 Complete the process of searching for an existing event see Searching for Events on page 6 2 Double click the event that you want to use as the basis for the new LAM The Event Details Pop Up is displayed Exhibit 21 Exhibit 21 Event Details for the event to be used as the basis for the new LAM Event Details Equipment CSXT0000297311 From Road SCIH To Road Posting CSXT Road SPLC 380673000 Location IL 100TH STREET Load Status E Empty Car Accounting Self Service User Guide Event Type Event Description Event Time Posting Time LCS Code Interchange Type ICHR INTERCHANGE RECEIPT FROM SND G ROAD 10 12 2012 15 15 10 12 2012 17 11 26 Active Revised June 2015 Creating Liability Acceptance Messages 3 From an Event Details Pop Up select Create LAM The Create LAM page is displayed with fields pre filled for Equipment Initial Equipment Number Event Time From Road and Status 4 Complete the remaining input fields for Submitting Road and Location SPLC Modify the pre filled fields if needed 5 Complete the creation process as described in Creating a New LAM on page 14 Car Accounting Self Service User Guide 16 Revised June 2015 Viewing Message History Viewing Message History Once a LAM is submitted the message appear
22. o creates Liability Acceptance Messages This role includes CASS Event Query access Your assigned user role determines what functions you can perform User roles are assigned by Railinc or by your company administrator through the Single Sign On interface see Exhibit 2 Car Accounting Self Service User Guide 3 Revised June 2015 Getting Started Exhibit 2 CASS Request Permission User Services D RAILING User Services Manage User Permissions Request Permission BSMXC01 RAIL RAILINC CORPORATION Car Accounting Self Service Select Role CASS CHLF V2 0 User company required This CASS role allows CHLF recipients to query one month s Car Hire Liability File and mileage data for a single car Users must request access as the Main Mark for each CHLF they receive CASS Company Administration company required This CASS role is for the Carrier to assign permissions to the Car Accounting Self Service system for their company This role will also allow the ability to query events and create Liability Acceptance Message If Railroad CASS Event Query company required This CASS role will allow query of events only CASS LAM Creation company required This CASS role will allow creation of Liability Acceptance Messages only Company Id Comment Once you receive e mail notification of access to CASS you can log on and begin using CASS Logging In Use the following procedure to log into CASS
23. quip Numbers 4 Optionally filter results by using the available spaces above appropriate column headings Type in all or part of a filter criteria and results are dynamically updated You can filter on multiple values using a comma Use the reset all filters button IF lo clear all filter data 5 To download the displayed events as a CSV Select Download CSV in order to download all displayed events in CSV format Select that you agree to the terms of use in the pop up window and select Accept Select to either open or download the events in CSV format Car Accounting Self Service User Guide 17 Revised June 2015 Working with Reports Working with Reports CASS provides the following reports to assist users Each of these reports can be exported as a spreadsheet e Haulage Agreements Report This report shows your current haulage agreements so you can verify your haulage setups with other carriers Haulage agreements are displayed when the Selected Railroad Mark is listed as Carrier 1 Carrier 2 or Car Hire Liable e TOL Rule 5 Liability Limits This report shows the agreed limit between the Switch Carrier and the Line Haul Carrier e DDCT Dismantled Equipment Report This report shows all of your cars that have moved to DEAD status DEAD denotes that a car has been designated for dismantling Note To add or expire haulage agreements please contact csc Qrailinc com Haulage Agreements Report Use the following procedur
24. rier1 Carrier State Pro City SPLC Haulage I Car Hire L Effective Date 2 RAIL AARE OH COLUMBUS 3 53E 08 A AARE 10 14 2011 3 RAIL AARE NY FRESH POND 1 79E 08 B AARE 12 16 2010 4 RAIL AARE NY FRESH POND 1 79E 08 A AARE 12 16 2010 1 9 RAIL AARE NY ALBANY PORT 1 73E 08 A AARE 12 15 2010 6 RAIL AARE MA PALMER 1 48E 08 A AARE 1 11 2010 7 RAIL AARE OH BARBERTON 3 45E 08 A AARE 6 17 2009 6 As necessary use the tools within the spreadsheet application to filter analyze and save the data TOL Rule 5 Liability Limits Report Use the following procedure to view and export the TOL Rule 5 Liability Limits Report 1 From the CASS Home Page Exhibit 5 select Reports gt TOL Rule 5 Liability Limits The TOL Rule 5 Liability Limits Reports Search page is displayed Exhibit 28 Exhibit 28 TOL Rule 5 Liability Limits select a carrier TOL Rule 5 Liability Limits Select Carrier Select Road v 2 Select the appropriate carrier from the drop down and select Search The TOL Rule 5 Liability Limits Report for the selected carrier is displayed Exhibit 29 Car Accounting Self Service User Guide 19 Hevised June 2015 Working with Reports Exhibit 29 TOL Rule 5 Liability Limits Report TOL Rule 5 Liability Limits TOL Rule Carrier 12 Select Carrier E Liability Limit Results 7 results in 0 269 Seconds Carrler 23 Locations TL Effective Dates 12005 TOTENS 1001 2004 IN 12000 08118897 B1 1997
25. s button amp Ito clear all filter data 5 If when performing a search no results are returned for the specified search parameters a message appears Exhibit 9 Select Yes to search for events within two years of current date using the From Date of the original search Exhibit 9 Message No records found for search criteria provided Message No records found for search criteria provided Click Yes to search for events within two years of current date using the From Date of the original search 02 23 2015 If events are found results will contain the last event prior to the From Date plus up to 90 days of prior events If no events are returned the search will display the last event from the current date for the car plus up to 10 prior interchanges Clicking No returns to Event Search 6 Perform one of the following steps EH a To view a legend of movement event types Select the Legend button The movement event types legend is displayed Exhibit 10 Select Legend again to hide it Car Accounting Self Service User Guide Hevised June 2015 Searching for Events Exhibit 10 Movement Event Types Legend Haulage LCS Evaluated Suppressed TOL5 TOL15 Rule4 b To download the displayed events as a CSV Select Download CSV to download all displayed events in CSV format Select the check box that you agree to the terms of use in the pop up window and select Accept Select to either open or download
26. s in the Message History page The Message History page gives the CASS user an option for 7 60 or 90 days of message history The messages are displayed based on company permission and not by individual submitters The message can be in one of three statuses e Submitted This status indicates that a LAM has been submitted but has not reached the Event Repository at Railinc If a message remains in this status there has been an issue with the LAM processing e Posted This status advises that the message has been posted to the Event Repository at Railinc When a LAM reaches this status the LAM can also be viewed as an event using the Event Search in CASS e LCS Evaluated This status should occur 120 hours 5 days after a LAM event has been posted This indicates that LCS has evaluated the event An Event Search can be performed to see the results of LCS Use the following procedure to view message history 1 From the CASS Home Page Exhibit 5 select Messages gt LAM History The LAM Message History page is displayed Exhibit 22 Exhibit 22 Message History Message History Select Duration 2 Use the View drop down to select to select the duration of messages in the last 7 days the last 30 days or the last 60 days 3 Select View History or the Enter key The Message History page is displayed with search results Exhibit 23 Exhibit 23 LAM Message History showing results PEE c Equip Initials E
27. the events in CSV format c To view details of the movement event and or create a LAM from that event Double click a selected movement event to view its details The Event Details pop up is displayed which differs slightly based on event type The following exhibits show examples of each event type Haulage see Exhibit 11 LCS Evaluated see Exhibit 12 Suppressed see Exhibit 13 TOLS see Exhibit 14 TOL15 see Exhibit 15 Rule 4 see Exhibit 16 From an event details pop up you can select Create LAM to create a LAM based on the displayed event see Creating a LAM from an Existing Event on page 15 Car Accounting Self Service User Guide 8 Revised June 2015 Searching for Events Exhibit 11 Event Details Pop Up Haulage Event Details Equipment CSXT0000495283 Event Type ARIL From Road CSXT Event ARRIVAL INTRANSIT Description To Road Event Time 01 30 2014 11 05 Posting CSXT Posting Time 01 30 2014 11 41 45 Road SPLC 148260000 LCS Code Active Location MA WEST Interchange Haulage SPRINGFIELD Type Load Status E Empty Interchange Type Detail Haulage Start Time 01 29 2014 22 31 00 Haulage Road C50 End Time 01 30 2014 14 23 00 Liable Road CoAT Haulage Type Two Road Haulage Create LAM Exhibit 12 Event Details Pop Up LCS Evaluated Event Details Equipment CSXT0000123924 Event Type ICHD From Road NS Event Description INTERCHANGE DELIVERY FROM RCVG ROAD To Road B
28. this feature in CASS request access to the CASS CHLF V2 0 User role through SSO as described in Requesting Access to CASS on page 3 If you would like to subscribe to the CHLF contact the Railinc Customer Support Center at 1 877 RAILINC 1 877 724 5462 or csc railinc com 2 Tolearn more about the Car Hire Liability File refer to the CHLF User Guide which describes the format of this file See Accessing CASS System Documentation on page 22 to access this document Use the following procedure to perform a CHLF Search 1 From the CASS Home Page select Search gt CHLF Search The CHLF Search page is displayed Exhibit 17 Exhibit 17 CHLF Search Page CHLF Search Equip Initial Equip Number Mark CHLF File ABCD 123456 CSXT ha 01 2014 Acti EIE 2 Complete the following fields Equip Initial Enter the equipment initials Equip Number Enter the equipment number Mark Choose the mark Marks listed in the drop down match your SSO permissions and should correspond with your main mark as a CHLF participant You can see all your system equipment and foreign equipment on your line If you are an agent you can see equipment for any mark for which you are the agent CHLF File Select a CHLF file You can choose from the most recent Periodic Estimate the last Monthly Estimate or any Actual File within the past two years 3 Select Search or press the Enter key to initiate the search If results are found they are displa
29. ts reported by carriers to determine car hire liability LCS provides data to end users via the TRAINII system TRAIN 61 62 63 and 69 There is no direct user interface with LCS Refer to the TRAINIT User Manual for additional information To obtain a copy of this document contact the Railinc Customer Support Center see Accessing Railinc Customer Support on page 2 Mark A two to four letter abbreviation for a railroad shipper lease agent shop etc Rate Indicator CHARM rate indicator codes BFO rate on market cars Post arbitration period rate on market cars Spot bilateral rate on non market equipment Market rate on market cars Post BFO period rate on market cars Default rate on market cars Arbitrated Rate Rates set through the arbitration process Spot market rate on market cars Base rate on non market equipment Special bilateral rate on non market equipment Bilateral rate on non market equipment Special market rate on market equipment NZ4c xozzcow Refer to Car Hire Deprescription Rail Cards Business Rules for additional information Car Accounting Self Service User Guide 23 Revised June 2015 Glossary Rate Source C NL or AO C CHARM NL Not Liable the user can see the record because they are in possession of the car but they are not car hire liable AO Appurtenance Only the user can see the record because they are the rack owner or the rack lessee but are not the flat owner or th
30. yed as shown in Exhibit 18 Select Reset if you want to clear the search fields and results Car Accounting Self Service User Guide 12 Revised June 2015 Searching for Car Hire Liability File Records Exhibit 18 CHLF Search Page with results and event information expanded The results show the activity of the car for the month including each interchange and loaded or empty cycle break where the mark selected was in possession of the car liable for car hire or the car owner or lessee If you are the car owner or lessee the results show all activity from hour 0 to the end of the month In addition to interchanges and cycle breaks the results also include mileage rate and waybill information If the cycle is subject to Rule 4 the results also include STCC information The CHLF Search Summary section at the top right of the CHLF Search Results displays owner lessee and car type information from Umler as well as aggregate car accounting information for the car during the selected month For users who represent the owner or lessee the CHLF Search Summary section displays a total of hours and miles receivable For users who represent the user road the CHLF Search Summary section displays a total of hours and miles payable To view event information for the selected car during a listed cycle select the arrow icon to the left of the possession road mark Event information is displayed beneath the cycle information using the same for
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