This feature is available for the following group(s):
BMEU
The Dashboard Management System allows users to search for or click a link to view postage statements submitted electronically to the PostalOne! system. Additionally, users can save their preferred settings for searches and results. The Dashboard Management System page is divided into several sections:
The first section displays an overview of the workload for the finance number - all postage statements in the active acceptance site by status for a one year time period. The postage statement counts are divided by elapsed time until the mailer-submitted mailing date into all statements with processing due within eight hours, between eight and twenty-four hours ago, and statements with processing overdue by a day or more. Clicking the number of postage statements in a category launches the search results page with just the selected postage statements displayed.
The second section displays alerts and any jobs that qualify as dormant or frozen. A job is considered dormant if it includes postage statements prior to finalization and has had no activity by the mailer or postal employees for seven or more days as set by acceptance unit management. A job is frozen during postage statement finalization, if the statements are older than 60 days, or if the statement has been checked in (JAT Arrival Time). While frozen, mailers cannot update or cancel the statement or associated worksheets. Additionally, this section provides a link to a list of all mailers who can no longer receive Address Change Service (ACS) information due to overdue ACS charges.
The third section allows users to search for a specific mailing, and offers basic and advanced settings. No jobs display until a search is performed or a workload link is clicked. Users can perform an advanced search for all statements with verification due or deleted containers. The Search Results page displays all jobs that meet the criteria. Users can click the Job ID to view additional details on the job, or the Postage Statement ID number to view the postage statement.
The fourth section displays a summary of jobs by status in the selected time frame. Click a link in this section returns the Search Results page with all jobs with the selected status.
The fifth section displays a summary of jobs by mail class in the selected time frame. Clicking a link in this section returns the Search Results page with all jobs claiming the selected mail class. International postage statements are indicated by all lowercase letters, followed by the PS Form 3700 part, while domestic statements are all uppercase and include the mail class name.
The last section of the page allows users to set their own custom options for the Dashboard Management System. Users may even use the My Settings section to name and save a frequently-used search.
By default, the second and third sections display at least a partial view, and all other sections require the user to click a show/hide link to display.
To use the Dashboard:
Click Dashboard on the left menu bar.
If necessary, click the appropriate finance unit and acceptance site. The Dashboard displays all jobs associated with the selected provider location.
Click show/hide in the top right corner of the Workload Overview section to display jobs with mailing dates overdue by 24 hours or more, between 8-24 hours ago, and within the last 8 hours. You can click on any of the headings in this section to display the complete list of statuses and change the criteria you want to view. For example, instead of INC (incomplete), select the arrow and choose NAP (not available for processing). All statuses are available. A link will only appear if there are jobs with that particular status. For more information, see Viewing Dashboard Search Results.
To
view mailer Customer Registration IDs (CRIDs) where ACS information
has been disabled due to overdue ACS charges, click Uncollected
ACS Fees. A dialog box opens and displays all CRIDs that can
no longer receive ACS information due to overdue charges. When done
viewing the dialog box, click the Close
button (
)
to exit.
To view jobs that have not been updated within the past week or two, click Dormant Jobs. The Search Results page opens with only those jobs considered dormant. If a dormant job must be cancelled, this link is the only way to access the cancellation feature. For more information, see Viewing Dashboard Search Results.
To view jobs that have been frozen and are unavailable for mailers to update or cancel, click UPD Mailings in FREEZE status. The UPD Mailings in FREEZE status page opens. For more information, see Managing Frozen Statements.
To view Verification Result Storage Records, click Launch VRSR View. The View for Verification Results Storage Records opens and displays all newly created VRSRs for the current date by default. Newly created VRSRs are those automatically scheduled by the PostalOne! system that have yet to be performed. This feature is only available to postal employees at DMU locations utilizing the Performance Based Verification (PBV) system.
To search for a specific mailing or mailing(s), enter search criteria, then click Search. To use advanced search criteria, click show/hide in the search area. The Search Results page opens. For more information, see Viewing Dashboard Search Results. You can search for a job using:
Open Begin and End Date - The date range during which the job documentation was originally submitted to the USPS. Select a date range on the calendars during which postage statements were submitted. If permit/publication number and type are specified, this date range can be up to a year (365 days). If no permit/publication number and type are supplied, searches are limited to no more than 125 days.
Statement Statuses - The status identifies where at least one postage statement in the displayed jobs is in the acceptance process. The Dashboard displays all mailings with at least one postage statement in the desired stage; if the mailing includes multiple postage statements, all postage statements display. The only way to view finalized statements is to set the status to FIN-Finalized. By default, all statuses requiring mailer or acceptance personnel action are selected, with the exception of estimated postage statements. To view jobs that include qualification reports with no postage statements, select ALL - Include all Job Statuses.
Job Statuses - This determines whether completed jobs are included in search results. The options are All - Include All Jobs (default), Show Only Completed Jobs, and Hide Completed Jobs. Completed jobs only apply to jobs electronically submitted by mailers, and indicate jobs where all pieces have been sent and the postage statements have been finalized.
Finance Number - This list contains all accessible finance units. By default, this is the current finance number.
Postage Statement ID - This ID is the number assigned to the postage statement and visible on the PS # link or on the postage statement itself.
Mailing Group - This ID is the number assigned by the PostalOne! system to the job. This entry must be the exact number assigned - partial numbers will not work.
Permit Number and/or Permit Type - The Permit Number and/or Permit Type identify the permit number and type of the permit identifying the corporation who prepared the mailing (Preparer) or the permit used to pay for all mailings in a group (Permit Holder). Multiple groups may use the same permit number and/or type.
CRID - The Customer Registration ID (CRID) identifies the specific mailer. Users can choose to search for the Permit Holder or the Preparer by CRID.
Include Closed Jobs - Dashboard search results exclude Closed jobs by default. A job has been closed if a mailer has cancelled the job and/or the job has been deleted. Jobs entered from paper postage statements by postal employees are automatically closed when the clerk finishes processing the statement.
Acceptance Unit - To view only those mailings processed at a particular bulk mail office in the selected finance number, click the unit name in the list.
Mailer Location - This list contains all accessible mailer locations for the selected finance number.
Mailer Job # - This identifies the Job ID assigned by the mailer to a mailing. One job ID may be used in multiple mailing groups. Job number is not case sensitive.
Issue Begin and End Date (Advanced) - The date when the group was initially issued and the date when the group was finally closed by the mailer. If permit/publication number and type are specified, this date range can be up to a year (365 days). If no permit/publication number and type are supplied, searches are limited to no more than 125 days.
Issue Number (Advanced) - The issue number for a Periodicals mailing. If issue number matches on postage statement in a combined or consolidated mailing, all postage statements for that mailing display.
Volume Number (Advanced) - The volume number for a Periodicals mailing. If volume number matches on postage statement in a combined or consolidated mailing, all postage statements for that mailing display.
Last Processed By (Advanced) - The last postal employee to save a change, including verification information, to the statement. Once a statement has been finalized, “Last Processing Clerk” cannot be updated further. Enter up to three characters, and the system will find any initials containing those characters. If the middle initial is unknown, users can enter just the first and last letters and use a percent sign (%) as a “wild card” placeholder for the middle letter. For example, to search for a statement processed by Jane Doe, enter “J“, “D”, or “J%D”.
Mailer Provided Mailing Begin and End Date (Advanced) - The date when the job is actually processed. If permit/publication number and type are specified, this date range can be up to a year (365 days). If no permit/publication number and type are supplied, searches are limited to no more than 125 days.
Full-Service Participation (Advanced) - Displays jobs based on whether those jobs included some, all, or no full-service pieces.
Mail Classes (Advanced) - This list displays all supported mail classes available. To only display jobs for a specific mail class, click that mail class in the list.
Verification Due (Advanced) - Select this box to display only jobs with verifications due.
Deleted Containers (Advanced) - Select this box to include only jobs that include deleted containers.
To view all jobs with a particular status, click show/hide for the Status Chart, then click the number next to the desires status. The Search Results page displays. For more information, see Viewing Dashboard Search Results.
To view all jobs that include a particular mail class, click show/hide for the Mail Class Chart, then click a number next to the mail class. The Search Results page displays. For more information, see Viewing Dashboard Search Results.
To customize the Dashboard Management System and speed future searches, click show/hide in the Manage My Settings section if the options are not visible.
To set the default time frame automatically populated in the Submit Date field, click an option in the My default time frame list. The options are: 1 day, 1 week, 2 weeks (default), 3 weeks, 4 weeks, 5 weeks, 6 weeks, or 365 days.
To select the number of jobs that display per page of the search results, select a value in the Number of rows to display per page list. The options are: 10, 20 (default), 30, 50, or 100.
To save the criteria currently selected for use at a later date, enter a label in the Save all of my current criteria selections as: box and then click Save Query.
To delete a saved criteria set, select the criteria in the My existing queries list, then click Select Query. Click Delete Query.
To set the time period for jobs to be considered "dormant, " click a timer period in the Inactivity alert time period list, then click Update.
To search jobs using a saved query, click show/hide in the Manage My Settings area if necessary to display options. Select a value from the My existing queries list, then click Select Query. Click Search.
To return to previous pages, click the appropriate link on the left menu bar.