STANDARD WORK INSTRUCTION Title Reviewing queries for Menlo

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STANDARD WORK INSTRUCTION Title: Reviewing queries for Menlo follow up Process: Order Management Doc#:

STANDARD WORK INSTRUCTION Title: Reviewing queries for Menlo follow up Process: Order Management Doc#: DCEMS-SWI-OM-008 Rev#: 3. 0 9/24/15 Date: Work Instruction Steps S E Q 2 a 2 b Major Step (What) Key Point (How) Reason (Why) 1 Sign into OTM a) Sign into OTM with your pre-assigned user ID and password: http: //otm 60 emrprod. mavenwire. com/GC 3/glog. web server. servlet. umt. Login To access system needed to run or create a query 2 Run query a) Under any of the order or shipment screens, b) select the drop down box next to Saved Query. (Details listed on next page regarding when to use which query) To locate the query to search 3 Select the query a) Select the query to search and click execute query b) If listed query search results do not meet your criteria, go to step 5 a NOTE: Sometimes the system will remove the selected query and show 1000 records. If this happens, from that search screen, simply select the query again in the drop down list and select Execute Query To pull up the order(s)/shipment(s) that fall under the query search criteria 4 Review the query a) By selecting the query in the drop down list and clicking on Edit (can be seen in 2 b), this will allow you to go through the tabs at the top and review what search criteria is being selected. b) If any changes need to be made, send leadership team the request via email. To confirm the search criteria is correct 5 Pulling data without using a query a) If a query is being pulled and seems to have an error in the search results, you can search by not using a query. Simply pull up an order/shipment screen and manually enter the desired search criteria. Click Search or hit Enter on your keyboard. If a query doesn’t seem to be working correctly 6 Exporting the shipments a) Checkmark the orders/shipments you want to open in an Excel file. Then at the bottom left of the screen, click on Export. b) Then click on Selected Records. This will open the selected orders/shipments into an Excel file. To pull the shipments into an Excel file 3 a 4 a 5 a 6 a 6 b Safety Prepared By: Freddy Ibarra Quality Reviewed By: Sergio Echazarreta de la Mancha Cost Approved By: Freddy Ibarra Delivery Date: 1/12/15 Morale * This printed document is an uncontrolled document, unless in a controlled location * Page 1

STANDARD WORK INSTRUCTION Title: Reviewing queries for Menlo follow up Process: Order Management S

STANDARD WORK INSTRUCTION Title: Reviewing queries for Menlo follow up Process: Order Management S E Q 7 Doc#: DCEMS-SWI-OM-008 Major Step (What) List of queries Rev#: 3. 0 Key Point (How) a) The list of queries are also listed on XPO Sharepoint under folder Staffing. Document titled: Emerson Staffing Plan 9/24/15 Date: Reason (Why) Selecting the correct query to use https: //xpologistics. sharepoint. com/sites/125/Emerson/Shar ed%20 Documents/Forms/All. Items. aspx All queries monitored by XPO are shown on left. Planners should be following up as frequent as indicated. *US and Mex team have different assigned queries. Please see Emerson Staffing Plan document for reference. Safety Prepared By: Freddy Ibarra Quality Reviewed By: Sergio Echazarreta de la Mancha Cost Approved By: Freddy Ibarra Delivery Date: 1/12/15 Morale * This printed document is an uncontrolled document, unless in a controlled location * Page 2