TGO GEN System Navigation

You might also like

Download as pptx, pdf, or txt
Download as pptx, pdf, or txt
You are on page 1of 42

TANGO System Navigation

Transport Application for Air and Ocean Freight Network and


Global Operations

Schenker AG | TANGO | ITMAO | 18-Aug-2020


Table of Contents
Page Number Topic
 Welcome to the TANGO System Navigation User 3 Launch TANGO

Guide 4 Log into TANGO


5 Change your SIMS password
6 Close TANGO
7-8 Screen Orientation

 This document will show you how to effectively 9-10 Navigation Area - Top Section (Parent)

navigate your way through the TANGO system 11 Menu Bar


12 Extend the Toolbar
13 Standard Toolbar Icons
14 In-Line Buttons
15-16 Focus
 Helpful reminders and tips will appear throughout this
17-18 Display and Sort Tables
User Guide to help you with your learning 19-22 Search the Database of TANGO
23-25 Save Search
26-27 Generate a Document
28 Upload a Document
29 Grayed-out Fields
30 Deleted Fields
31 Message Board
32 Validation Messages and Pop-up Windows
33-34 Rapid Navigation – Favorite Dialogs
35 Quick Date Entry
36-37 Keyboard Navigation
38 Best Practice – Text Entry
39 Stuck?

2 Schenker AG | ITMAO | TANGO | 18-Aug-2020 40-41 Further Documentation


Launch TANGO

Example 1 – from Browser Example 2 – from Taskbar


Open a browser
 There are a number of different and enter this
address
ways to start the TANGO Click the
magnifying
application glass on the
Taskbar

 Computers in one location may be


set up differently than computers
Click on the icon
in another location to launch TANGO

 The best advice for you is to Click “TANGO

consult your supervisor or IT PROD”

department to clarify what steps Wait for the


you should do to launch TANGO application to
load

 Two examples of how to open


TANGO are shown to the right Enter
“TANGO”

3 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Log into TANGO

Enter your
 SIMS administration will advise you SIMS ID and
password
of your SIMS login and password
details

 You can also use these details to log


Find your TANGO
into TANGO Department and click “Select”
Note: you might have 1 Department, or
Wait for the only a default Department
TANGO Main
screen to appear

What is a SIMS ID? How do I get one?


Every Schenker employee has a unique
SIMS ID. If you don’t already have one,
you must:

Register for a SIMS ID - see:


https://sims.dbschenker.com/

Ask your local TANGO user


administrator to connect your SIMS ID
with TANGO access

4 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Change your SIMS Password
 If you are using SIMS for
the first time, you will
be asked to change
your password.
Otherwise, you will be
reminded by email at
regular intervals to
change your password
Click “Open
SIMS Portal”

 Maintain good
Password habits
Enter Current
Enter your Password
current SIMS ID
and password
– Don’t share Enter New
Password and
From the drop-
passwords down menu,
then click
“Submit”
select “Change
Password”

– Change your
password at regular
intervals

5 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Close TANGO

Click “X” button


 Close entire application

Click “Yes”

Right-click here
Select “Close All”

 6Close all open


Schenker screens
AG | ITMAO | TANGO | 18-Aug-2020
Screen Orientation 1/2
 The TANGO screen area is divided up into sections

 The next few slides will go into detail about some of the sections
Menu Bar – main functions of
TANGO, these do not change
(example: File) Toolbar – functions dependent on
what screen you are viewing,
accessed via clicking the icons

View Area – Main part of the


TANGO screen, information is
entered here

Navigation Area – used to open


other screens in TANGO

Status Bar – Current local time and


TANGO Department are displayed here

7 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Screen Orientation 2/2 – Navigation Area
 The left-hand part of the screen is called the “Navigation Area”

 Open and minimize the Navigation area by clicking “Navigation”

Navigation – open / minimize by


clicking here

Parent – Main functions of TANGO

Child – The screens related to the


selected Parent function

Visited Screen History – All open


screens from this TANGO session that
you have not yet closed

8 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Navigation Area – Top Section (Parent 1/2)
Navigation Item Description
A shortcut to take you to your favorite / most frequently used
TANGO screens
A history of all the TANGO screens that you have opened
and saved changes on

For TANGO system administrators only

An overview of TANGO transactions related to your Branch /


Department based on the Schenker harmonized workflow –
also includes the Landing Page screens
To locate and maintain Master Data elements, such as
countries, External Partners, TANGO Departments, etc.

To locate and display printed documents that were issued and


automatically stored in the document database archive
(O&DM), such as Pick-up instructions or Outgoing Vouchers

To open the RCM module to search for or to maintain rates


and charges for buying or selling.

To access and maintenance of financial information related to


a specific shipment, such as Incoming Vouchers,
Accumulated Vouchers.

Can’t see some of these Menu Options?


In some cases, menu options may not be visible. This problem may be because your TANGO user account and login was set
up differently. You may not have the relevant access. TANGO user accounts are set up with access to perform your daily
tasks.

9 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Navigation Area – Top Section (Parent 2/2)
Navigation Item Description
To create or locate Purchase Orders that may later be
converted into a Shipping Order and ultimately a Shipment
To create or locate Shipping Orders (including those
submitted by EDI) that may later be converted into an Export
or Import Shipment for Air and Ocean.

For Export, also allows access and maintenance of Customer


Bookings that may later be converted into any type of Air /
Ocean Shipment.
To locate or process any Land Shipment that outside of the
normal business handling for Air / Ocean.
To locate or process Master and House Shipments for Air
Import and Air Export freight

To locate or process Master and House Shipments for Air


Import and Ocean Export freight

To open to a Gateway-oriented overview of all Shipments


(Consol House, Back to Back House, Direct or External) that
have been created by the Branches / Departments linked to a
Hub or Gateway

To generate reports concerning Schenker Freight processed


via TANGO

Can’t see some of these Menu Options?


In some cases, menu options may not be visible. This problem may be because your TANGO user account and login was set
up differently. You may not have the relevant access. TANGO user accounts are set up with access to perform your daily
tasks.

10 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Menu Bar
Click File

Click Switch
Department
To prevent Activities
Shipments on the Landing
Page from being assigned to
you

Click in the drop-


down list
“Department”

Select a different
Department

 Switch Department - if your user permissions allow, you can use TANGO to act on behalf of different
Departments of Schenker
– select the menu option “File” > “Switch Department”
– the login screen will appear
– choose a different department from the drop-down list

 Out of Office – if the Landing Page is activated in your Department, activating Out of Office will prevent
Activities / Shipments from being assigned to you

 Depending on which screen and Tab you are viewing, the Menu Bar may contain more or less options
11 Schenker AG | ITMAO | TANGO | 18-Aug-2020
Extend the Toolbar

Some icons are hidden –


click the >> double arrows
to see more

Toolbar icons can change


depending on the screen you
are viewing

 More detailed explanations are available on the intranet in the section “Screen Glossaries”

12 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Standard Toolbar Icons

 New – to create a new information record,  Cancel – to cancel something, such as a


such as an External Partner Service Leg or a Shipment

 Open – to open an existing record  Delete – to delete a record

 Undelete – to restore a previously-deleted


 Close - to close a screen without saving
record
 only some users have permission for this icon

 Notepad – to read any notes which may have


 Print - to generate a document, such as by
been made concerning the open screen or to
email, EDI, or fax
make new notes regarding the screen

 Save - to save a screen


 Revert – to revert or go back to the last saved
 In some screens, a data validation check is
state of the record
done to see if you have entered the
information correctly

13 Schenker AG | ITMAO | TANGO | 18-Aug-2020


In-line Buttons
 Some in-line buttons are available on a TANGO screen

Tells you what

fields are missing

Opens a Locator

Opens a Partner Locator

Opens a Calendar

14 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Focus 1/2

 The focus – or where on the screen your cursor is – is highlighted

Focus is here

15 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Focus 2/2
 You can change the level of Focus Highlighting via the Menu Bar

Click View  Focus


Highlighting

Select the level of Focus


Highlighting that works best
for you

16 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Display and Sort Tables 1/2
 TANGO often displays tables of information for you to view and make selections

 Here is a Locator screen, you can do 2 important things here


– Resize columns if they are too big / small Export to Excel by clicking
here
– Export search results to Excel

Resize by clicking and


dragging the edges here

Search Results

Preview of the selected


search result

17 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Display and Sort Tables 2/2
 You can rearrange columns

 You can show / hide columns

 TANGO will remember your preferences

Click + Hold + Drag the mouse to


the position of another column – Click here to bring up the
the column will move columns to show / hide

Click on a column to de-


select it - will no longer be
displayed

18 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Search the Database of TANGO 1/4
 Use Locators to search the database

 Can be opened from the Navigation Menu or from a screen via the button

Select search criterion

Enter search term


Click “Search”

Select Operator

19 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Search the Database of TANGO 2/4
 You can refine search results by entering in more information

Total number of results for


this search
Partial STT number entered

Refined search = less search


results
More digits of the partial
STT number entered

20 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Search the Database of TANGO 3/4
 Searching for an External Partner “Swarovski”

Partner Name entered

Double-click a result to open


it

Not the right search result?


You can refine your search so that you can see the correct search result.
21 Schenker AG | ITMAO | TANGO | 18-Aug-2020
Search the Database of TANGO 4/4
 Sometimes you need to use multiple search criteria to find a search result

Enter first search criterion


and click “Search” Search results >500

Search results = 18
Click the button and then enter
second search criterion

22 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Save Search 1/3
 You can save a search that you perform in a Locator

Click icon “Save Search”

Text entered is saved

Search criteria are saved Operators are saved

23 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Save Search 2/3
 You can save a search then rename that saved search

Click icon “Save Search”

Right-click “Untitled search”

Find saved search by clicking


Select “Rename Search”

24 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Save Search 3/3
 You can share a Saved Search with another user

Right-click your Saved


Search

Select “Share Search”

Use the search criteria to find the user and


click “Search” - the search will appear for the
user when s/he exits and re-opens TANGO

25 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Generate a Document 1/2
 Generating a document in TANGO is usually done by clicking the Toolbar icon “Print”
– this is not always printing out a document, documents can be sent via email / fax / EDI
– Originals or copies can be generated

Click Toolbar icon “Print”

This is the “Print” screen

Partners on a Shipment or
Service Leg are listed here

Partners on a Shipment or
Service Leg are listed here

Use the search criteria to find the user and


click “Search” - the search will appear for the
user when s/he exits and re-opens TANGO

26 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Generate a Document 2/2

Documents in Print Status Select the communication


“Available” can be printed method – bold text = preferred
method for this Partner

Special instructions can be


added by selecting this check
box

A document can be printed in


another language, if a
translation has been maintained

Address can be displayed in the


international version - if you select
“Unicode Address,” special characters
(like é; ä; ñ; ø) are displayed

To neutralize the contact details of the user sending the


To insert the email address if sending via email – click
document. Another user name / email / phone / fax can be
the button to add additional participants
displayed instead.

27 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Upload a Document
 Documents can be uploaded to a Shipment or External Partner

 Uploaded documents can be sent in an outgoing email from TANGO (PDF only)
Enter Document Name /
Type

Select document to upload

28 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Grayed-out Fields
 Some fields / buttons / icons are grayed out in TANGO – you cannot interact with this field

 Some reasons might be


– the action can only be performed once, and it has already been done
– the correct sequence hasn’t been followed, other steps are required before the item is active
– you do not have the permissions to use that item Delete/Undelete icon can only
be used by users with sufficient
permissions

The Save icon is grayed out


because there were no changes
made, so there is nothing to
save

29 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Deleted Fields
 Some fields will display a red highlight – this field has been deleted

 Do not select deleted fields


– they have been deleted, but still might be needed for reporting purposes

30 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Message Board
 The Message Board displays important system messages from administrators to all users

 Check the message board regularly

After you are done reading,


minimize the Message Board
Click the “Refresh” button

View the message

Open the Message Board

31 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Validation Messages and Pop-up Windows
 Messages will appear to present additional information

Validation Messages appear to


help you fill out missing
information – usually after
Saving

Some validation messages have


useful information that you should
pay attention to

Pop-up messages will appear to


help you make a decision about Some symbols appear on a
how to proceed Shipment, for example if it involves
dangerous goods or temperature-
controlled cargo

32 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Rapid Navigation – Favorite Dialogs 1/2
 You can add a screen that you frequently use or find hard to open to your “Favorite Dialogs”
– any screen in the main content area of TANGO is a “dialog”

Open dialogs you have added to


“Favorite Dialogs”

Right-click the Dialog here –


must be open in the “Child”
view as displayed here

Select “Add to Favorite Dialogs” – the


dialog will now appear under
“Favorite Dialogs”

33 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Rapid Navigation – Favorite Dialogs 2/2

Click Favorite Dialogs

To remove a Favorite Dialog,


right-click and select “Delete
Favorite Dialog”

Your Favorite Dialogs are listed


here

34 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Quick Date Entry

 Dates are displayed in TANGO like this DD – MMM - YYYY

 You can enter dates quickly via the keyboard

If you Enter TANGO will Display

+0 + Today’s Date

+1 + Tomorrow’s Date

+ 10 + Date 10 days from today

-7 + Date 7 Days in the past

123115 + 31-Dec-2015

35 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Keyboard Navigation 1/2
Key Result
 The View Area is divided
Moves up or down fields, line entries and drop-down lists
into smaller groups of
For fields with auto-complete entries: moves up or down selectable options For
information and clusters
date fields: activates the calendar
of fields
Advances left or right through Fields, Tabs, and Tables

Advances horizontally from left to right then down through clusters of fields

Moves backwards in the opposite direction from right to left and up through
 Grouped fields are usually clusters of fields
separated into blocks by When the focus is on a Tab, will select the Toolbar

thin gray vertical and


horizontal lines Jumps between the View Area and the Tab area

Confirms a text selection or a button selection

Selects or deselects a checkbox when the focus


is on the check box
Selects certain buttons and radio buttons in the main view area
of TANGO

Adds / removes line(s) to / from tables, tree views, and search criteria
or
36 Schenker AG | ITMAO | TANGO | 18-Aug-2020
Keyboard Navigation 2/2

 Memorize what some of


Key Result
these keys do – they may
help you to take a shortcut In a screen with tables, activates the individual table cells for editing
instead of using the
mouse
Expands or collapses the Navigation area

Closes down a single active window without saving


 The Key functions may
behave differently to other Completely closes down TANGO without saving
applications you use - try
them out in TANGO
Cycles between main area – use CTRL + F6 to cycle backwards

Cycles from the viewing area to the Menu Bar

 Most standard Microsoft Closes a pop-up window without saving


Windows keyboard
shortcuts are also
supported by the TANGO
application, such as copy
37 + paste
Schenker AG | ITMAO | TANGO | 18-Aug-2020
Best Practice – Text Entry

Avoid entering placeholders, if you do


enter a placeholder, revisit the screen and
correct the information as soon as
possible

Avoid writing in all capital letters – it is


hard to read

38 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Stuck?
 If you are stuck, Save the Shipment and then click the “Show Missing Information” button

39 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Further Documentation 1/2

 Find User Guides about how to use TANGO here:


https://db-planet.deutschebahn.com/pages/project-tango/apps/wiki/user-guides-library/list/view/244573e
0-0698-4431-aa48-204bfdc1166e

40 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Further Documentation 2/2
 Get to the User Guides quickly – press F1 on your keyboard

Pressing F1 opens this pop-up window

Click the link to open the User Guides in


an Internet browser

41 Schenker AG | ITMAO | TANGO | 18-Aug-2020


Authors
For further support information: Paul Rogan
Bernd Kück

Original Layout Design


Where available, please contact your relevant local training Paul Rogan

department or your local TANGO Super User. Revision Date


31.07.2009 BK
19.01.2011 BK
To be notified about the latest TANGO news, read page 4 of the 23.03.2012 PR
24.05.2012 PR
linked document: 20.08.2012 PR
06.09.2012 PR
04.10.2012 PR
Accessing TANGO User Materials via new intranet_ONE.pdf 12.09.2013 PR
05.02.2014 PR
06.03.2014 SM
22.05.2014 SM
22.05.2014 SM
28.04.2015 SM
Disclaimer: Only the media version issued in English by the 22.09.2015 PR
18.08.2016 PR
Corporate TANGO organization is binding. Translated, derived, or 02.02.2017 SM
18.08.2017 BK
modified versions are under the responsibility of the Schenker 18.09.2018 SM
28.11.2018 SM
organization making such modifications. 18.08.2020 SM

A TANGO publication
Schenker AG
ITMAO
Kruppstr. 4
45128, Essen
© Schenker AG 2009 / 2020 www.dbschenker.com
© 2009 / 2018 Schenker AG
The information contained herein is the property of Schenker AG and is supplied All rights reserved
without liability for errors or omissions. No part may be reproduced or used except as
authorized by contract or other written permission. The copyright and foregoing
restriction on reproduction and use extend to all media in which the information may
be embodied.

42 Schenker AG | ITMAO | TANGO | 18-Aug-2020

You might also like