1. 1 RSS User Guide for PSC USER ROLE

2. 2 User Guide Table of Contents PageContentPageContent 1Cover page19Invoicing-Attach Completed SO (s) to Invoice 2Table of Contents20Invoice using the RSS 3RSS Status Definitions21Invoice using the RSS 4Other RSS Definitions22Search Functions- Rejections 5How to find out what's scheduled in RSS23Search Functions - Missing Initial Manifest 6Reschedule Requested Function- Details24Search Functions- What SO's need to be invoiced 7Instructions for "Assigned" and "Rescheduled Requested" Status SO's 8Screenshots for "Assigned" and "Rescheduled Requested" Status SO's 9Instructions for "Assigned" and "Rescheduled Requested" Status SO's cont. 10Instructions for "Assigned" and "Rescheduled Requested" Status SO's cont. 11To put SO in Service Complete Status 12To put SO in Service Complete Status Screenshots 13To put SO is Completed Service Order Status 14Print Job Sheets from RSS 15Print Hazardous Waste Hauler Checklists from RSS 16Invoicing through the RSS 17Invoicing through the RSS 18Invoicing - Attach Scanned Invoice

3. 3 RSS Status Definitions FunctionStatusDescription Service Orders (SO’s)AssignedNBC assigns service order to PSC location CancelledSO has been cancelled Completed Service OrderFinal paperwork has been attached to SO InvoicedSO has been invoiced RequestedNBC creates SO, PSC Location has not been assigned Rescheduled Requested Customer or PSC location can request a pick up reschedule (please reference Reschedule Requested Functions details page) ScheduledCustomer Location has been scheduled for pick up by PSC location Service Complete Driver has completed the service, Service complete date/ time has been entered by NBC or PSC user (depending on customer) InvoicesIn ProgressInvoice has been created by PSC location Ready for Approval Invoice Scan and SO (s) have been attached to the RSS invoice and Submitted by PSC location RejectedNBC rejects invoices when fails to meet customer guidelines ApprovedNBC approves invoices when meets customer guidelines Customer RejectedCustomer rejects invoices when fails to meet their guidelines BatchedApproved Invoices are batched for submission to Customer SubmittedBatched invoices submitted to Customer

4. 4 Other RSS Definitions FunctionTitleDefinition SOService Order Schedule Type What type of Schedule is PSC providing EREmergency Response ( handled by the ER Team) RegularA Normal Pickup On RequestAn Additional Stop requested by the Customer Service Type What type of Service is PSC providing SumpTo Service customer Sumps PickupTo Pack and Pickup Regular Waste SO Frequency How often does PSC Pickup 2 weeksLocation is picked up every 2 weeks 4 weekLocation is picked up every 4 weeks 8 weekLocation is picked up every 8 weeks 12 weeksLocation is picked up every 12 weeks 22 weeksLocation is picked up every 22 weeks 180 daysLocation is picked up every 180 days OtherLocation is picked up periodically or has an unset timeframe Schedule Category What type of Schedule the Customer is set up on FlexCan be picked up anytime within the calendar month NormalMust be picked up between the "From" & "To" Scheduled Dates

5. 5 How to find what’s scheduled in RSS Go to Service Orders, Find Select Service Order status “Scheduled” Select your PSC location Enter Schedule date range From and To Press Search

6. 6 Rescheduled Requested Function- Details The following reschedule reasons do not count as a “late pick up” for locations: Customer has requested the reschedule Reschedule is due to weather conditions To reschedule for these reasons complete the following: E-mail the customer’s Program Manager (PM) a reschedule request, include location and reschedule reason information. The PM will contact the customer if required and reply to your request with approval (or decline if applicable). Forward approval e-mail to the NBC and request reschedule in RSS. Enter new schedule date range From and To (New status “Reschedule Requested”) All other reschedule reasons count as a “late pick up”, for PSC locations. To reschedule complete the following: Open SO in RSS Change the Schedule date “From” & “To” to the new desired schedule date Select a Rescheduled Reason from the drop down box Hit the Reschedule button Status will change to “Rescheduled Requested” Additional instructions available under “How to update “ Rescheduled Requested” status

7. 7 Instructions for “Assigned and “Rescheduled Requested” Status SO’s Keeping SO’s “Up to Date” is a PSC location function ***Please make sure that you are checking the RSS for : Assigned” and “Reschedule Requested” SO’s and placing into a “Scheduled Status” on a DAILY basis. To search for “Assigned and “Rescheduled Requested” Status: 1.Go to Service Orders, Find 2.Under “SO Status” select “Assigned” and “Rescheduled Requested” (select multiple by: selecting the 1 st one, press the control key and selecting the next, etc) 3.Under PSC Location, Select the correct Office 4.Hit Search Button Please see screenshots on next slide

8. 8 Screenshots for “Assigned” and “Rescheduled Requested” Status SO’s

9. 9 Instructions for “Assigned and “Rescheduled Requested” Status SO’s cont. To update Assigned SO’s: 1.Click on the SO # to open the Service order 2.Enter schedule date range From and To (These dates must fall between the “ Customer Requested Date”) 3.Hit the “Schedule” Button. 4.A message will appear at the top stating “Success: Service Order Updated” and the status will change to “Scheduled”

10. 10 Instructions for “Assigned and “Rescheduled Requested” Status SO’s Cont. For “Rescheduled Requested Status SO’s 1.Click on the SO # to open the Service Order 2.Enter schedule date range From and To 3.Hit the Schedule Button 4.A Message will appear at the top of the screen “Warning: Scheduled Dates should be between Customer Requested Dates. Press Continue to proceed. “ 5.Press the Continue Button. The status will change to “Scheduled”

11. 11 To put SO in Service Complete Status 1.Go to Service Order, Find 2.Enter Po #, SO # or store # for SO and press search 3.Select the correct SO from search results 4.If an attachment is required to complete the SO, press the Add/Remove Attachment button. –This will take you to a new screen a.choose the correct type of attachment from the drop down box b. Hit the browse button c.Select the correct saved attachment from your files d.Hit the open button. e.Verify you have selected the correct scanned file and Hit the Attach button f.Hit the Return to SO button 5.Enter the service complete date 6.If required, please enter the time, manifest # and quantity. 7.Hit the Service Complete Button, status changes to “Service Complete” (See Customer Workflows to determine if attachments or time, manifest # and quantity are required to be entered.)

12. 12 To put SO is Service Complete Status Screenshots

13. 13 To put SO in Completed Service Order Status 1.Go to Service Order, Find 2.Enter Po #, SO # or store # for SO and press search 3.Select the correct SO from search results 4.If a “Final Paperwork” attachment is required to place SO in “Completed Service Order” status, press the Add/Remove Attachment button. –This will take you to a new screen a.Choose the correct type of attachment from the drop down box (Final Paperwork) b. Hit the browse button c.Select the correct saved attachment from your files d.Hit the open button. e.Verify you have selected the correct scanned file and Hit the Attach button f.Hit the Return to SO button 5.Hit the Complete SO Button (See Customer Workflows to determine if an attachment if “Final Paperwork is required)

14. 14 Print Job Sheets from RSS 1.Select : Reports, PickUp Reports, Job Sheets 2. Enter From and To date range and PSC location (The dates of scheduled pick ups you want to print job sheets for) 3. Select Execute Report (If you have any Popup blocker’s on, hold down the CTRL key when selecting) 4. Results appear as shows below: View, Print and/or Save

15. 15 Print Hazardous Waste Hauler Checklists from RSS 1.Select: Reports, PickUps Reports, Hazardous Waste Hauler Checklists 2. Enter From and To Date and PSC location (scheduled dates you want to print checklists for) 3. Select Execute Report 4.Results appear as shown below: View, Print and/or Save

16. 16 Invoicing through the RSS Invoicing through the RSS consists of the following: 1.Invoice using PSC location Billing system Preview or WMS a.Create invoice from Preview or WMS. b. Print Invoice c. Scan Invoice 2.Invoice through RSS 3.Submissions to the NBC for quality assurance review 4.Invoices submitted to the client for payment

17. 17 Invoice through the RSS To Create a new invoice through the RSS: 1.Go to Invoice, New 2.Enter Location # (leave blank if attaching multiple SO’s to invoice) 3.Enter Po# (if applicable) 4.Enter Billing system (used at PSC location) 5.Enter Invoicing Location (PSC Location) 6.Enter Invoice #, Amount and Date (from Preview or WMS invoice) 7. Press Save Once the invoice is saved the status changes to “In Progress”. There are 2 requirements when submitting an invoice through the RSS: 1.Attach Scanned Invoice (Add/Remove/Attachments Button) 2.Attach Completed Service order (s) (Add SO Button)

18. 18 Invoicing - Attach Scanned Invoice To Attach scanned Invoice: 1.Click the Add/Remove Attachments button 2.Click on Browse. Search for your scanned Preview or WMS invoice. 3.Select file you wish to attach press Open 4.Hit the Attach button 5.“Success File Attached” message will appear in upper corner (If you selected an incorrect file you can select the check box next to the invoice and press the remove button to remove The attachment) 6. Press the Return to invoice button

19. 19 Invoicing - Attach Completed SO (s) to Invoice To Add a SO to an invoice: 1.Select the Add SO button (Search screen is pre-set to pull up Completed Service Orders, All-Schedule Types, All Service Types) 2.Select PSC Office 3.Hit Search 4.Select appropriate SO(s) for the invoice 5.Press Add SO button 6.You will receive a message: Success: Service Order (s) included in Invoice. 7. Hit Return to Invoice button

20. 20 Invoice using the RSS The RSS invoice is now ready to be submitted Enter any notes about the invoice that are important (i.e. store # changed and documents reflect old store # of:; 3 rd signature missing on manifest letter of explanation from 3 rd party vendor included in final paperwork) Press Submit button

21. 21 Invoice using the RSS Once the PSC location submits the invoice the status changes from “In Progress” to “Ready for Approval” “Ready for Approval” status are reviewed by the NBC Invoice analyst staff for Quality Assurance review and approved or rejected according to client specifications and PSC regulations. Approved invoiced are batched and sent the as per the client’s request (via burn disk, e-mail, printed and UPS…coming soon FTP site) Here is how invoice status changes once approved: –Ready for approval –Approved –Batched –Submitted

22. 22 Search Functions - Rejections To search Rejected and Customer Rejected: Invoice, Find, Status: Rejection, Search Results will give you anything that needs to be corrected and resubmitted. Rejections and customer rejections should be searched and corrected daily to avoid any back log of past due invoices. Some items to help avoid rejections: –Ensure all documentation is present with proper signatures, dates and store #’s prior to scanning final paperwork. –Check to ensure proper Service Order (s) are attached to the invoice through the RSS –Place a note on the invoice for anything “out of the ordinary” pertaining to the Service order or the invoice. The notes section is were the PSC location and the NBC can communicate the not so obvious situations.

23. 23 Search Functions- Missing Initial Manifests Use the RSS to find Service Orders that have Initial manifests that the NBC have not yet received. Select Customer (that require initial manifests), Service Orders, Find –Select Status -scheduled –PSC Office (your office) –Schedule Date From & To, date range in past would like to review –Hit Search, Results will be Service orders that are still in Scheduled status that need initial Manifest provided to the NBC.

24. 24 Search Functions - What SO’s to be Invoiced Use the RSS to search for Service Orders that need to be invoiced. Select Customer, Service Order, Find Select Status Complete Service order and Service Complete (Press CTRL to select both) Select your PSC Office Hit Search, Results will be all Service Orders that need to be invoiced.