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Module 1 - The ICS Environment - Cargo Support

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1<br />

THE <strong>ICS</strong> ENVIRONMENT<br />

Australian Customs and Border Protection Service<br />

5 Constitution Avenue<br />

Canberra ACT 2601<br />

Telephone: 1300 558 099<br />

© Commonwealth of Australia 2013<br />

This work is copyright. Apart from any use as permitted under the Copyright Act 1968, no part may be reproduced<br />

by any process without prior written permission from the Australian Customs and Border Protection Service.<br />

Requests and enquiries concerning reproduction rights should be addressed to the Director, Communication and<br />

Media, Australian Customs and Border Protection Service, 5 Constitution Avenue, Canberra, ACT, 2601.<br />

INDUSTRY GENERIC MANUAL – V1.2 31/01/2013 1.1


THE <strong>ICS</strong> ENVIRONMENT<br />

TABLE OF CONTENTS<br />

Overview ............................................................................................................ 3<br />

Logging into the <strong>ICS</strong> ........................................................................................... 4<br />

Accessing Customs Interactive ....................................................................... 4<br />

Logging into the <strong>ICS</strong> ........................................................................................ 6<br />

Logging out of the <strong>ICS</strong> ........................................................................................ 7<br />

<strong>The</strong> Layout of the <strong>ICS</strong> screens ............................................................................ 8<br />

Main Menu ...................................................................................................... 9<br />

Fields and buttons ......................................................................................... 10<br />

Online Help ....................................................................................................... 13<br />

Further Assistance ........................................................................................ 16<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

OVERVIEW<br />

Clients using the Integrated <strong>Cargo</strong> System (<strong>ICS</strong>) log in through the Internet to<br />

access the Customs Interactive. Some clients choose to communicate with<br />

Customs using Electronic Data Interchange (EDI) messaging. This module is<br />

designed to introduce the <strong>ICS</strong> functionality to those clients using the Customs<br />

Interactive (CI).<br />

Note: for more information on EDI messaging, you should contact your software<br />

provider directly.<br />

<strong>The</strong> login process uses the Customs Connect Facility (CCF) system, and requires<br />

users to have obtained a digital certificate and passphrase before attempting to log<br />

in.<br />

This section looks at the process of logging into CI and navigating to other systems<br />

and information through the links available.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

LOGGING INTO THE <strong>ICS</strong><br />

Before logging into the <strong>ICS</strong>, you must access the Customs Interactive.<br />

ACCESSING CUSTOMS INTERACTIVE<br />

To access the Customs Interactive Menu screen:<br />

Step 1.<br />

Step 2.<br />

Open Internet Explorer.<br />

In the address bar, type the address https://www.ccf.customs.gov.au.<br />

<strong>The</strong> Customs Interactive screen displays.<br />

<strong>The</strong> Customs Interactive screen allows you to register to use the <strong>ICS</strong>, and to log<br />

into the Customs Interactive.<br />

Step 3.<br />

Click on “LOGIN to the Customs Interactive”<br />

Select your Digital Certificate from the list displayed.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

Step 4.<br />

Enter a password and click OK.<br />

<strong>The</strong> Customs Interactive Menu screen displays.<br />

This menu is used to access different components of the CI. For example, it<br />

enables the user to access the link to the <strong>ICS</strong> and the link to the Identity Manager<br />

<strong>The</strong> following table lists the options available on the Customs Interactive Menu<br />

screen.<br />

Option Action Result<br />

To access the Customs<br />

Interactive.<br />

To download and view<br />

the user agreement that<br />

was signed as part of<br />

registering in the CCF.<br />

To maintain/amend<br />

digital certificate details.<br />

From the main menu,<br />

click on <strong>ICS</strong><br />

Production<br />

From the Log in<br />

screen, click on<br />

Download User<br />

Agreement for the<br />

CCF.<br />

From the main menu,<br />

click on Identity<br />

Manager.<br />

<strong>The</strong> <strong>ICS</strong> Home Page screen<br />

displays.<br />

<strong>The</strong> File Download screen<br />

displays allowing you to<br />

download the user<br />

agreement to a specific<br />

location.<br />

<strong>The</strong> User/Certificate<br />

Maintenance screen displays<br />

(refer to Volume 1 <strong>Module</strong><br />

3.5).<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

Option Action Result<br />

To logoff from the CI<br />

menu.<br />

From the main menu,<br />

click on Logout.<br />

<strong>The</strong> Login page displays.<br />

LOGGING INTO THE <strong>ICS</strong><br />

Once you have accessed the Customs Interactive menu, you can log into the <strong>ICS</strong>.<br />

To log into the <strong>ICS</strong>:<br />

Step 1.<br />

Step 2.<br />

Ensure the Customs Interactive Menu screen is displayed.<br />

From the main menu, click on <strong>ICS</strong> Production.<br />

<strong>The</strong> Home Page screen (for the <strong>ICS</strong>) displays.<br />

<strong>The</strong> Home Page screen is the first screen that is displayed in the <strong>ICS</strong>.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

LOGGING OUT OF THE <strong>ICS</strong><br />

As a security precaution you should close any <strong>ICS</strong> session when you have<br />

completed your transaction, as another person using the same computer may be<br />

able to access the <strong>ICS</strong>. If the session is open without activity, the system will log<br />

you out after set a period of inactivity. This is currently set to 30 minutes.<br />

To log out of the <strong>ICS</strong>:<br />

Step 1.<br />

From the main menu, click on Logoff.<br />

A confirmation box displays.<br />

Step 3.<br />

Click on the OK button.<br />

Note: it is also possible to log out of the <strong>ICS</strong> by clicking on the close window<br />

button at the top right hand corner of the screen.<br />

Enforced log off<br />

<strong>The</strong> Access Control Enforcement system forces a user to log off after a<br />

predetermined period of inactivity. This is currently set to 30 minutes. You may not<br />

realise that you have been logged off until you attempt to perform another activity<br />

at which time the login page will appear for you to log back into the <strong>ICS</strong>.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

THE LAYOUT OF THE <strong>ICS</strong> SCREENS<br />

<strong>The</strong> <strong>ICS</strong> Home Page displays as shown, immediately after you have logged onto<br />

the system.<br />

<strong>The</strong> following table describes each of the generic components of an <strong>ICS</strong> page and<br />

their functions:<br />

Component<br />

main menu<br />

HOME<br />

HELP<br />

screen name<br />

Function<br />

Contains the names of all available functions that<br />

can be accessed from the Home Page.<br />

Links to the <strong>ICS</strong> home page, available from all<br />

screens.<br />

Link to screen level online help information,<br />

available for all screens.<br />

Each screen within the <strong>ICS</strong> has a different name<br />

depending on the transactions that can occur on<br />

that screen. As shown above, the <strong>ICS</strong> home page<br />

screen name is Home Page.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

MAIN MENU<br />

<strong>The</strong> main menu will appear in every screen accessed within the <strong>ICS</strong>.<br />

<strong>The</strong> main menu is always on the left hand side of the screen and is headed by the<br />

HOME and HELP links. Options within the menu and their descriptions appear<br />

below.<br />

All clients will see a different menu depending on their level of access to the<br />

system and the roles they selected when they registered. <strong>The</strong> following is an<br />

example of the menu a client may see.<br />

A menu item can be expanded by using the + to the left of the item. Alternatively, a<br />

menu item can be collapsed by clicking the – to the left of the item.<br />

Component<br />

Reference<br />

Client<br />

Reports<br />

Function<br />

Where users can search for codes and<br />

supplementary data to support other functions<br />

(eg, the Postcode reference function allows<br />

users to search for and check the postcode of<br />

any town or city within Australia).<br />

Where clients can view their own details (eg,<br />

phone numbers, addresses) and service<br />

providers can register their clients.<br />

Where reports from the <strong>ICS</strong> can be accessed.<br />

Exports<br />

Imports<br />

Outbound<br />

Messages<br />

All aspects of exports reporting and<br />

functionality are contained within the exports<br />

menu.<br />

All aspects of imports reporting and<br />

functionality are contained within the imports<br />

menu.<br />

Where messages that have been sent to and<br />

from the <strong>ICS</strong> can be viewed.<br />

Logoff<br />

Click on the link to log out of the <strong>ICS</strong>.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

FIELDS AND BUTTONS<br />

On most screens within the <strong>ICS</strong>, there will be a combination of fields and buttons.<br />

<strong>The</strong>se are used differently depending on their purpose within the screen. <strong>The</strong><br />

UNLocode Search screen is a good example of a screen that consists of a<br />

combination of fields and buttons, as shown below:<br />

Field<br />

Hyperlink<br />

Checkbox<br />

Options<br />

Field with<br />

dropdown<br />

button search<br />

Button<br />

Name Description Example<br />

Field<br />

Fields consist of a field name and field<br />

data. Most screens in the <strong>ICS</strong> contain fields<br />

in which you enter data (input fields) or that<br />

provide information for you (display fields).<br />

Fields with<br />

hyperlink<br />

search<br />

Some fields have the ability to perform an<br />

independent search through a hyperlink.<br />

Other hyperlinks also exist in the <strong>ICS</strong>.<br />

Checkboxes Checkboxes are clicked to select one or<br />

more options and clicked again to deselect<br />

an option (e.g. in the screen above, one or<br />

more port types can be selected).<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

Name Description Example<br />

Options<br />

Fields with<br />

drop-down<br />

buttons<br />

Options are clicked to select only one from<br />

a number of options. Unlike checkboxes,<br />

they allow only one of a list of options to be<br />

selected (e.g. in the screen above, to<br />

access all versions of the UNLocode, you<br />

would click on the option underneath the<br />

word All).<br />

Some fields have the ability to search a list<br />

attached through a drop-down button.<br />

Clicking on the drop-down button will reveal<br />

a list from which the user can choose to<br />

populate the field. Only one option may be<br />

selected from a drop-down menu.<br />

Buttons<br />

Book icons<br />

Buttons are clicked on to initiate a<br />

response or action (e.g. clicking on the<br />

Search button will initiate a search based<br />

on the parameters provided in the fields<br />

preceding it). It is also possible to use the<br />

enter key to activate buttons, however it is<br />

necessary to first tab until the button is<br />

highlighted before pressing enter as<br />

shown.<br />

Some fields have the ability to perform a<br />

search for more complex data through a<br />

book icon. This icon can sometimes appear<br />

as a green cross, but performs the same<br />

type of search.<br />

Moving around screens<br />

<strong>The</strong>re are three basic methods of moving between fields in the <strong>ICS</strong> screens:<br />

• pressing the ‘Tab’ key on the keyboard will move forwards through the<br />

fields displayed on the screen<br />

• pressing the ‘Shift’ + ‘Tab’ keys on the keyboard will move backwards<br />

through the fields displayed on the screen<br />

• using the mouse, click in the field required and enter data.<br />

Tip: Where there are a large number of fields to navigate between (e.g. lodging an<br />

export declaration), it can take a long time to get to a particular part of the screen<br />

when using the tab key. Clicking directly in the field required with the mouse may<br />

be a quicker option.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

Tip: For fields with a drop-down button, information can be entered using the<br />

following methods:<br />

• click on the drop button and select the required option with the mouse<br />

• type the first letter of the option required and it will appear in the field. For<br />

example, in the date field, type the first letter of the month required e.g. ‘S’<br />

for September, and the word September will display in the field. If there is<br />

more than one month that begins with that letter, simply keep pressing that<br />

letter until the month required appears in the field<br />

• use the up and down arrows to scroll through the options in the drop-down<br />

menu until the relevant option is found.<br />

Field Colours<br />

<strong>The</strong> <strong>ICS</strong> has standard field colours that indicate whether information is required.<br />

<strong>The</strong>re are four basic field colours as described below:<br />

white – optional or conditional input field. Conditional fields are ones that become<br />

mandatory after a related field has data entered<br />

blue – mandatory input field<br />

pink – blue mandatory fields become pink when a user attempts to move past<br />

without inputting information. <strong>The</strong> field remains highlighted until the information is<br />

completed. This colour also appears after an error message is received regarding<br />

information missing from a mandatory field. <strong>The</strong> <strong>ICS</strong> will list what information is<br />

missing, and then when the error dialog box is cleared, all fields that have been<br />

missed will be highlighted in pink<br />

red – when an error message is generated, a window displays on the screen<br />

detailing which field is incorrect / missing information. It is possible to click on the<br />

error message in the error box to highlight the incorrect field on the screen. This<br />

field will be highlighted in red. This is useful if the incorrect field is not immediately<br />

recognisable on the screen.<br />

Note: the red colour will only appear when information is missing from mandatory<br />

fields.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

ONLINE HELP<br />

<strong>The</strong> <strong>ICS</strong> has been designed with an online help option to provide assistance to<br />

users.<br />

<strong>The</strong>re are two options for accessing the online help system:<br />

• screen-level help<br />

• field-level help.<br />

Screen-Level Help<br />

<strong>The</strong> screen-level help option provides information regarding the function and<br />

purpose of any particular screen within the <strong>ICS</strong>.<br />

To access screen-level help:<br />

Step 1.<br />

From the main menu, click on HELP (at the top of the main menu).<br />

<strong>The</strong> Help Page dialog box displays relevant to the page being displayed.<br />

Screen-level help contains the following information:<br />

• general overview/background information regarding the process<br />

• steps to follow to complete the screen or submit the report.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

Screen-level help also has a menu available which is an exact replica of the <strong>ICS</strong><br />

main menu. This allows the user to navigate to screen-level help for any other<br />

screens/processes within the <strong>ICS</strong>, without actually needing the screen to be<br />

displayed.<br />

Field-Level Help<br />

Field-level help provides information regarding the field contained on a particular<br />

screen.<br />

To access field-level help whilst working in a particular screen:<br />

Step 1.<br />

Move the mouse to hover over the fields you are unsure of.<br />

<strong>The</strong> mouse pointer will change to look like a question mark (?).<br />

Step 2.<br />

Click the left mouse button.<br />

<strong>The</strong> Help Page dialog box displays with a description of the field selected.<br />

Field-level help contains the following information:<br />

• a definition of the field and what information is required<br />

• definitions of other adjacent fields.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

<strong>The</strong> field-level help appears in the same format as screen-level help, which then<br />

allows users to navigate to other screen-level help options through the main menu.<br />

<strong>The</strong> online help is available at all times and within all screens of the <strong>ICS</strong>.<br />

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THE <strong>ICS</strong> ENVIRONMENT<br />

FURTHER ASSISTANCE<br />

For more information email cargosupport@customs.gov.au or phone<br />

1300 558 099.<br />

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