Navigating DGIS

 

While using DGIS, you will navigate the program using the 7 tabs at the top of your screen. Enterprise customers will see all 7 tabs, while Express and Business users will see only 5. This article will provide a breakdown of each tab and its functions.

The Home Page:

When you first log into your DGIS account, you will be automatically directed to the Home Page. Depending on your license, you may have pre-populated links (as above) to popular pages such as the UPS website, or “Create a shipping paper”. If you are welcomed by a blank screen, this means you have the opportunity to fully customize your home screen.  View “Customizing the Home Portal” for more information.

 

Parts:

Depending on your license, you may see a tab labeled parts. This tab is used for inputting your companies parts for easy shipping and returns. If you have access to parts and need assistance building or editing parts, please view the “Parts” section of our Knowledge Center for more information.

 

Shipping Papers:

The Shipping Papers tab is the most important tab in DGIS. This is where you will go to create, validate, and print your dangerous goods documents.  This article will focus on the left navigation pane, for information on creating and processing a shipment, please view the “Processing Shipments” section of our Knowledge Center.

On the left navigation pane, you will see 13 different options you may need to use when processing a shipment. You’ll want to explore DGIS and get to know each option. Here is a brief overview of each option:

1. Current Shipment brings you to the shipment you are actively working on. If you are not working on a shipment, it will bring you to the list of shipping papers to choose from and start your shipment.

2. Drafts contains any shipments you have started, walked away from, and saved as a draft. Similar to your drafts folder in your E-mail, anything you’re processing can be saved to this drafts folder a fraction of the way through. 

3. History shows you a list of your past shipments. You are unable to edit those shipments. However, you are able to reprint the shipping paper or print reports based on your history.

4. Templates is where you will find and manage your saved templates. Both the shipping and package templates are manageable through this option.

5. Package Marking Settings allows you to either customize how your package markings are going to print or choose one of the formatted Avery styles. Please view the "Package Markings" section of our Knowledge Center for more information.

6. Shipments provides a list of the shipments that have not yet been moved to history. From here, you are still able to edit the shipment, print the shipment or delete the shipment. It is after this step that you are unable to edit the shipment. 

7. Certifications has a list of shipments that require a certification to be printed. After you print the shipping papers from the “shipments” option, your shipment will automatically be moved to this location if a certification needs to be printed.

8. Package Markings is where you will go to print your package markings, if you have completed the setup in the “package markings settings” section.

9. Shipment Collections is for shippers who want to complete more than one type of shipping paper for a single shipment. You can start one shipping form and begin an additional form for a different mode at the same time. Please view the "Shipment Collections" section of our Knowledge Center for more information.

10. Address Book provides a list of addresses that you have saved. You can add and edit addresses here.

11. Advanced Alignment allows you to edit the printing alignment. If your form is printing incorrectly, you may need to align the fields appropriately. Please view the "Advanced Alignment" section of our Knowledge Center for more information.

12. Report Layout Editor  allows users to manipulate how information gets printed on the Vessel forms (Multimodal and IMO).

13. Integration shows UPS shipments waiting to be integrated with UPS Worldship. It is from this section that you will transfer your information from DGIS to UPS Worldship. If you need assistance integrating, please view the "Integration with UPS Worldship" section of our Knowledge Center for more information.

 

Regulations:

The regulations tab populates the publications you have on your active subscription. From this tab you will be able to view the books and each chapter, dangerous goods advisor for each regulation, and bookmark any publication that is often used. Just choose the appropriate hyperlink of the publication you care to view.

 

Administration: 

The administration tab is used to manage settings, users, and the permissions associated to each user. In the left navigation pane, depending on your license and your role, you might see 11 different options you may need to access at any given time. You’ll want to explore the DGIS “Administration” tab and get to know each option. Here is a brief overview of each option:

1. Users shows all users under your license. From here, you can add/manage users and permissions, change passwords, change usernames, etc.

2. Locations is used to organize users by their location when you have multiple sites or warehouses. (IE: if you have 3 warehouses around the States, and want to keep track of users by their geographical location you would create a location for each warehouse.)

3. Default Values auto populates the most common fields of your DG papers for you. If you fill out information in default values, that information will appear on every shipment you create automatically.

4. User Options is a section within the administration tab that you will likely become familiar with. Browse the options and familiarize yourself with them. Everything from the option to print red hash marks on Shippers Declarations, to calculating the Q value can be toggled in user options.

5. Roles is used to assign administrative and user roles, as well as what permissions those roles have within DGIS.

6. Copy Settings is used if you do not want to take the time to set up each individual user's permissions. You are able to create the users, then copy a users settings to a different user. (IE: Marcus moved up in the company, and is now an administrator to the DGIS account. You can copy your admin settings directly over to Marcus, to avoid having to manually select each individual setting. Good job, Marcus.)

7. Licenses is used to manage the “seats” in your licenses. Adding and removing users from a license would be done from this tab.

8. Custom Validation allows you to input your company’s specific validation guidelines. This could be a rule that restricts what a company will allow their users to ship. Please visit the "custom validation and overrides" section of our Knowledge Center for more information.

9. Custom Override allows you to input a custom override on specific UNIDs.

10. Password Enhancements is used to create a stronger password requirement. Your company may choose to have the password reset after a certain amount of days, or log you out after too many failed attempts.

11. Electronic Signatures allows you to upload a signature, and use that electronic version of your signature on your DGDs.

12. Languages changes the language of your forms and/or DGIS program.

 

Training:

The training tab is a very helpful tab if your license includes use of the feature. Training is used to keep track of employees hazardous goods training and when they expire. When close to expiration, you will be notified that your employees training is about to expire. Please view the "training" section of our Knowledge Center for more information.

1. The Student section allows you to add students, their personal information and it also contains the option to be notified on expiration or not.

2. Student Training is where you will input the training information. Choose a student, choose an expiration date, and even upload a copy of their certification.

3. Training Program is used to add trainings to the database. You will input the trainings that are offered by your company or required of employees here. 

4. Training Report provides a detailed list of students and their active certificates/trainings.

 

Help:

Help will give you information about Labelmaster, how to contact us here at technical support, knowledge base articles, and in case you didn’t read it the first time- the End User License Agreement.

1. About provides information on DGIS such as supported browsers, update dates, requirements and the contact information for Technical Support. 

2. End User License Agreement shows just that, the End User License Agreement that you can review at any time.

3. DGIS Help provides a small knowledge base for the DGIS program. This knowledge base is less informative than our online version, but provides quick access to training materials.

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