Learning Plan

General Functions

LEARNING PLAN

© 2019 WiseTech Global

An Introduction to General Functions
Welcome to the General Functions module. This Learning Plan is designed to show you how to
navigate and utilize the application of fundamental skills.
All users should review these materials as it refines and presents new skills useful for basic
functionalities.

Pre-Requisite
As a prerequisite, you must complete the Getting Started skills on the website. Click here to view the
Learning Plan.

Learning Outcomes
On completion of this Learning Plan, you should be able to:
 Log in and out of CargoWise One
 Navigate in CargoWise One
 Identify common symbols and terminology
 Utilize various shortcut keys
 Understand the document delivery process
 Understand how to find out about Product Enhancements

eLearning Website
You can click the links to watch selected eLearning videos and then complete the associated Workbook
Activities for the video watched. Access this through CargoWise One by clicking on the Help menu >
myaccount.cargowise.com.
The material is categorized into different learning levels:
Level Definition Audience
Go Live Skills End users
1
Gain the knowledge and skills for initial work and/or further learning; Support staff
enough for Go Live.
Advanced End users
2
For practiced users this provides more technical detail and Managers
additional skills. Support staff
Expert End users
3
Complex and rare cases, advance uses, additional technical details Managers
and skills Support staff

Support & Help

You can raise an eRequest Incident through CargoWise One using the Help menu > eRequest /
Incident.
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© 2019 WiseTech Global General Functions– 1COR

Symbols

Functional Symbols
You can mouse-click on the following symbols:

Symbol Name Description

Search Button Click on this button to search for an existing CargoWise One
record.

Drop-down List Click on this button to select one value from the list.

Calendar Button Click on this button to view a calendar.

Message Symbols
The following symbols are visible throughout CargoWise One to provide you with information:

Symbol Name Description

Error Message You will get this symbol next to a field that is mandatory or
entered incorrectly. This error will also appear on the tabs where
the error exists. You must fix this error before saving the record.

Customs Warning You will get this symbol next to a field required in Customs
Message messaging if it is entered incorrectly or missing. This warning
message will also appear on the tabs where the incorrect or
missing data exists. You should rectify this information prior to
sending your message to Customs otherwise you may receive a
rejection message.

Warning Message You will get this symbol next to field as a warning about the
information you have entered on the screen. It is recommended
but not necessary for you to enter or fix the data.

Milestone Warning You will get this symbol on the Workflow & Tracking Tab when a
Message record has failed to achieve a milestone.

Note: You can hover over the Error, Customs Warning or Warning symbol. This will prompt you with
helpful hints as to what should be entered.
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© 2019 WiseTech Global General Functions– 1COR

Filter Symbols
The following symbols can be used to manage your filters:

Symbol Name Description

Add Button Click on this button to add a new filter.

Delete Button Click on this button to delete a filter.

Category Button Click on this button to add a category to the filter.

Clear Button Click on this button to clear a filter.

Find Button Click on this button and the system will list all data that matches
to the data criteria entered on the filter.

Reset Button Click on this button to reset filter criteria.

Save Button Click on this button to save filter fields selected.

Manage Button Click on this button either to delete a saved filter name or rename
a filter name.

Hide/Show Filters Click on this button to collapse (hide) your search filter to allow
or Button for greater screen visibility of grid results. Click this button again
to recall (unhide) the search filter.

Shortcut Keys
Description Shortcut Key What this Shortcut Key will do
Create F1 Creates an eRequest Incident.
eRequest
Incident
Filter Screen Ctrl+Enter Use to search using the selected filters. This is the same as selecting
the Find button
Alt+Enter Use to clear the filtered criteria. This is the same as selecting the Clear
button.
Enter Use to edit a highlighted record while in a filter screen.
Enter or Tab Use to move to the next field.
Ctrl+Tab Use to move through tabs on screen.
General Alt To access the top menu items and New and Save options within a
record. Once selected choose the letter that is underlined for the menu
item required.
F6 Opens a New Communication window
F7 Use a fast look up for organizations.
F8 Opens the Sales Inquiry Manager Module
F10 To access the top menu items.
Space Bar Use to place a tick in a checkbox.
F4 Use to access the calculator when you are in a number field.
ALT + F12 Opens a quick reference form displaying what shortcuts keys are
available on a global level, for the current form, or current grid.
F3 To add a new record or edit an existing record for the field you are
LEARNING PLAN

currently in.
F4 Use to search for a list of available choices for the selected field.

© 2019 WiseTech Global General Functions– 1COR

 Description Shortcut Key What this Shortcut Key will do
Search / Find F5 To add a temporary organization where there is an organization search
Button button1.
= Use to complete a search button field.
F4 or Down This will show a drop-down list.
arrow
T or F5 Use to insert the current date and time.
Drop-down T “+” or “-“ a Use T plus (+) a number to add the number of days you choose from
List number today’s date. Use T minus (-) a number to subtract the number of days
from today’s date.
Date / Time Ctrl+Up Use to add one day to the displayed date.
Button Ctrl+Down Use to subtract one day to the displayed date.
Ctrl+Right Use to add one hour to the displayed time.
Ctrl+Left Use to subtract one hour from the displayed time.
Alt+Up arrow Adds 1 month to the date displayed.
Alt+Down Subtracts 1 month from the date displayed.
arrow
Enter Use to move to the next in a row.
Tab Use to move to the next column.
In Entry Grid F9 Use to copy a grid/cell. This will copy the data from the cell in the line
above.
F5 When selected in some description / note fields your initials, the date
and time will automatically populate.
Ctrl+E It will default your log in profile email address. Note: this only works in
the email address field.
Note initial, Ctrl+M Will mark an address as validated.
date & time
stamp
Documents to Ctrl+X Cut
Deliver Box Ctrl+C Copy
Ctrl+V Paste
Ctrl+A Select all
Ctrl+B Bold
Ctrl+I Italics
Ctrl+U Underline
Ctrl+E Centre text
Ctrl+L Left align text
Ctrl+R Right align text
Ctrl+Z Un-do
Ctrl+Y Re-do

A keyboard shortcuts window, which shows all of the available keyboard shortcuts for a field, form or
window is available from the Help menu. Click on Help > Hot Key Help or press Alt + F12 on your
keyboard. The available Shortcuts window will show Global shortcuts as well as those available from
the form selected.

If you open the window from a drop-down field and or grid, the window displays the available shortcuts
for the drop-down field and or grid.
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1 Only applicable where a Temporary Organization can be created.

© 2019 WiseTech Global General Functions– 1COR

Learning Units
These are the recommended learning units for this module. You may find it beneficial to start from the
top of the list and work your way down through the videos and workbooks.
You can tick the Done column once the learning unit has been completed.

Level 1 – Go Live Skills

Seq Code Learning Unit Done

1. 1COR013
1 How do I log in to CargoWise One?
2. 1COR016 How do I navigate in CargoWise One?
3. 1COR017 How do I use search filters?
4. 1COR019 What are Warning and Error Messages?
5. 1COR020 How do I deliver documents?
6. 1COR266
1 How do I find out about product enhancements?

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© 2019 WiseTech Global General Functions– 1COR

Notes

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© 2019 WiseTech Global General Functions– 1COR