1. Training Guide for Inzalo SOP Posting

2. This guide has been prepared to demonstrate the use of the Inzalo Intranet based SOP Posting applications. The scope of this document includes the process of taking an SOP that has been saved in an HTML format, adding the SOP documents to the Inzalo directory, and recording any of the control information for the SOP – e.g client names, UTi user names, participating branches, etc. TRAINING SECTIONS: 1. Review SOP Documents 2. Post new SOP documents 3. Edit existing SOP documents This manual assumes: Application users are familiar with web browsers -- e.g. all drop-down keys contain additional information and all field names have help screens Users have knowledge of basic eMpower file lookup functions – e.g. client name and UTi employee name retrievals from search boxes. SOP Posting Overview

3. Service Level Agreement ZIP and Forward Post SOP on Inzalo Create SOP Documents Review SOP SOP Creator SOP Poster Overall Process

4. MY SOPs This term refers to the SOPs that have been alerted for specific UTi employees as participants in the customer management process. These SOP documents are made readily available for the MY SOP user list. SOP (Standard Operating Procedure) SOPs have been traditionally maintained offline via hard copies of documents that are distributed to participating branches. The NextLeap project team has created a method for storing SOPs online and providing visibility to employees and customer contacts who require this information. Inzalo Inzalo is the internal portal or “Intranet” that was deployed across the UTi organization in the 2 nd quarter of 2002. Inzalo provides a common gateway for company information and web-enabled software applications. HTML HTML stands for Hyper Text Markup Language, and is the common global standard for publishing information on Inzalo and the Internet. CMF (Customer Master File) The CMF is the UTi global account file that is maintained within the eMpower suite of applications. The purpose of the CMF is to provide a common identification of a global UTi account, and to allow the association of the various local account operating units to a global parent account. Key Concepts

5. REVIEW SOP DOCUMENTS This section describes the process of saving the SOP documents that are in a ZIP format, and reviewing the information prior to uploading in the Inzalo portal. Setup / Input The SOP documents must be compressed in a WINZIP file in order to upload on to our website. The SOP creation process includes a step to compress these files and email them to an authorized poster. Training Segments 1. Save ZIP file received from SOP creator. 2. Review SOP Documents. This section describes how to open and review SOP documents prior to posting on Inzalo. If you are already familiar with this process, or you have been trained as an SOP creator, then you can skip to Section 2 of this document. Section 1

6. Receive SOP Documents: Save SOP Documents Open the email message that contains the SOP documents. First, you must save the zip file attachment. Double click on the Zip file icon. Select the “Save it to disk” option and click the OK button. Save the zip file in the desired area on your hard drive (MY Documents) or the local network server. Double click on the Zip file icon again. This time select “Open it” and click on the OK button. Unzip the compressed SOP file. Double click on the Zip file icon. You must have a copy of WinZip software in order to access these files.

7. Receive SOP Documents: Open Folder Index When the WinZip file has been opened. You should see the contents of the SOP folder. Double click on the INDEX.HTML document. Double click on the Index.html document

8. Receive SOP Documents: Review SOP The SOP Index page will allow you to navigate through the various pages that have been created for the SOP. The SOP overview page will be displayed initially. Click on any of the categories in the Table of Contents in order to display the SOP information. For this demonstration, we will use the “Rates” document. Click on the Rates index to view rate information for the SOP

9. Receive SOP Documents: Review Rates Each page of the SOP folder can be viewed by clicking on the Table of Contents categories.

10. You have successfully reviewed the contents of an SOP folder that has been submitted for posting on Inzalo. In addition, we have saved the compressed “ZIP” version of the SOP folder which is required in the next process step. Congratulations ! In the next section, we will demonstrate how to post the SOP documents in the Inzalo Intranet portal. Section 1 Summary

11. POSTING NEW SOP DOCUMENTS The following section describes the process of creating a new global SOP on the Inzalo Intranet site. This training document assumes that the employee posting the SOP has already formatted this information prior to posting. Setup / Input The SOP must be formatted as HTML documents (web pages) prior to posting on Inzalo. These documents must be compressed in a WINZIP file in order to upload on to our website. Training Segments 1. Access the SOP system on Inzalo 2. Enter control information for the SOP documents. 3. Upload SOP documents. 4. Add CMF client names to SOP. 5. Add users to the MY SOP list. 6. Post the SOP. Section 2

12. Post New SOP: Access SOP Home Page The SOP applications are accessed from the Inzalo Intranet home page. From the wwwin.go2uti.com home page, enter your MyUTi login name & password details. Click Login and the Inzalo home page is displayed. Select the “SOP Home” application from the Quick Links bar on the left-hand side of the Inzalo home page. 1.Enter Inzalo Login ID and Password 2.Click on the SOP Home applciation

13. Only authorized Inzalo users will see the link for creating SOPs. Post New SOP: Select New SOP Function The SOP Home page allows the user to search for SOPs that have been posted on Inzalo, modify existing SOPs, and access the SOP Posting application. Select the “Post a New SOP” link at the bottom of the page. Click on the Post a New SOP hyper link

14. Post New SOP: Enter Control Information Enter the name of the new SOP that will be posted to Inzalo. SOP Poster name will default to the current user. Designate if this is a standard UTi operational SOP. For customer specific SOPs, leave this field unchecked. To select the SOP Owner, click on the blue search arrow. Leave blank for customer specific SOPs Click to search for user names

15. Post New SOP: SOP Owner Enter the first few letters of the owner’s last name in the popup window. Click on the SEARCH button. Click on the logon-id that corresponds to the correct name of the SOP owner. The popup will be closed automatically and the selected name will appear back on the posting form. 1.Click on login ID that corresponds to the SOP owner’s name. 2.The full user name will be loaded in the main screen.

16. Post New SOP: Upload SOP Documents Click on the Upload SOP >> link to activate the file upload popup window. Type in the file name, or click on browse to search for the SOP files. Click to search computer drives for the “ZIP” file originally created for the SOP

17. Post New SOP: Upload SOP File Select the target “zip” file from your PC hard drive or LAN server drive. Click on UPLOAD FILE button. Please note that the upload process may take from several seconds to a few minutes depending on how large the zip file is. The SOP documents must have been previously saved on a local disk drive or local network that the poster has access to. Refer to Section 1 for a description. These files must be in the “ZIP” (compressed) format. Click once the file name has been loaded

18. Post New SOP: SOP Version Notes When the “zip” file load has completed, the user will be asked to enter a version note. Enter a short description of this version and click on the SAVE button. You will be returned to the SOP home page. If the SOP upload was unsuccessful, a popup box will be displayed indicating an error condition. Contact IT support.

19. Post New SOP: Add Clients The user is returned to the Post New SOP main page. The recently loaded SOP information should be visible on the bottom portion of the screen. Click on the Add Client link to attach client names for this SOP. The recently uploaded SOP information is displayed on the bottom half of the screen. Click on the Add Client link to attach client names The Add Client function will allow assigned customers to view SOP information. Please verify if the client’s access is mandatory.

20. Post New SOP: Add Clients Type in the first letters of the client name and click on the SEARCH button. A list of matching CMF clients is displayed. Check the ADD box for each client name. Click on the ADD button at the bottom of the screen. These accounts will be added to the SOP list. CMF

21. Post New SOP – Add Clients After the selected clients are added to the SOP, a refreshed client search form will be displayed. Additional client names can be retrieved and added to the SOP. When all client names have been processed, click on the CLOSE button to exit this form and return to the Post New SOP page. Click on the Close button when finished adding all client names With some Internet browsers, the Post SOP main page may be displayed immediately. The user will then have to click on the Add Client window tab before closing this window.

22. Post New SOP: My SOP Users When the user returns to the Post New SOP main page, the selected CMF accounts will appear on the Clients line. The SOP can be automatically assigned to a UTi employee “My SOP” list. Click on the Add User link to attach employee names to this SOP. Assigned accounts are displayed MY SOP Click on the Add User link to attach to My SOP lists

23. Post New SOP: My SOP Users Enter a few letters of the last name and then click on the SEARCH button. This screen will also support searches by first name. Select the desired users by clicking on the ADD box. Click on the ADD button at the bottom of the page. This user will be added to the MY SOP list. Search for all users having last name (surname) that starts with “L”.

24. Post New SOP: Add User After the selected users are added to the SOP, a refreshed user search form will be displayed. Additional users can be retrieved and added to the MY SOP list. When all user names have been processed, click on the CLOSE button to exit this form and return to the Post New SOP page. Click on the Close button when finished adding all user names

25. Post New SOP: Post Option To complete the document posting process, click on the Post button at the bottom of the form. Documents are not “live” on Inzalo until this button is selected. The user will be returned to the SOP Home Page. Assigned users are displayed on the MY SOP Users list Click on the POST button to complete the posting process

26. Exercise 1: Post new SOP documents 1.Identify a ZIP file that is saved on your “C:” drive. If you do not have an SOP saved, then contact the SOP support team to receive a file via email. 2.Access the Inzalo Development server Inzalo Development serverhttp://portal.pta.za.go2uti.com/servlet/page?_pageid=51&_dad =portal30&_schema=PORTAL30 3.Select “LOGIN” button in upper right-hand corner. 4.Logon to Inzalo and access the SOP Home page. 5.Enter a name for the SOP and Richard Delseni as the owner. 6.Select upload and browse for the ZIP file on your computer. 7.Complete the document upload and return to the home page. 8.Add Pierre Duminy and Lorinda DeWit as “My SOP users”. 9.Add BASF AG as a client for this SOP. 10.Click on “POST” button to complete the SOP creation process. The following is a brief training exercise designed to utilize the various functions available when posting a new SOP document. Section 2 Exercise

27. You have successfully uploaded an SOP using the Inzalo Posting functions, and you have been shown how to assign clients and UTi employees for the MY SOP lists.. Congratulations ! In the next section, we will demonstrate how to retrieve a previously loaded SOP and modify the contents. Section 2 Summary

28. EDIT EXISTING SOP The following section describes the process of retrieving and editing an existing SOP that has already been uploaded to Inzalo. Setup / Input The SOP must be already published in the Inzalo portal. Training Segments 1. Accessing the SOP Edit function. 2. Search for existing SOP entry. 3. Add additional SOP documents. 4. Send email alert to My SOP users. 5. Delete SOP documents. Section 3

29. Edit Existing SOP: Access Edit Function To begin the Edit SOP process, return to the SOP Home Page. Click on the EDIT SOP link near the bottom of the page. Click on the Edit SOP link

30. Edit Existing SOP: Find SOP An easy way to locate an SOP is by searching the existing SOP names. Click on the blue search arrow associated with the SOP Name field. A drop-down list of existing SOP names will appear. Click on the SOP name and the SOP information will be retrieved automatically. 1.Click on the arrow for the SOP name field in order to list existing SOPs 2.The drop list of SOP names will appear Click on the SOP name

31. Edit Existing SOP: Edit Options Click on the Upload SOP >> link in order to post the new SOP documents to Inzalo. Refer to section 2 of this document for the detail posting instructions. Upon completion of posting, you will be returned to the control page and the latest version of the SOP will be listed. Click on the Upload SOP link to insert new documents The system will generate the next version number and posting date

32. Edit Existing SOP: Email Alerting When modifying the SOP on Inzalo, the user has the option of sending and email alert to all employees listed on the My SOP Users list. Click on the EMAIL button at the bottom of the page, and a pre-formatted email will be automatically sent. Click on the Email button to send an update alert to the My SOP Users list.

33. Edit Existing SOP: Email Alerting Below is a sample of the email message that is sent out for updated SOPs. The email message contains an internet hyper-link that allows the user to navigate directly to the SOP control page on Inzalo. Click on the SOP title for link to the SOP documents on Inzalo Email advises of users who do not have an email address loaded in Inzalo

34. Edit Existing SOP: Deleting Information To remove existing names from the Client list and My SOP User list, click on the Delete links provided for each category. To remove a previous version of the SOP documents, check on the document version and then click on the Delete button at the bottom of the page. Click on the Delete User link. Click to delete from the current list Check the version for document delete If you attempt to delete the last remaining version of the SOP, a warning box will appear. Click OK to proceed.

35. Edit Existing SOP: Delete User All users on the current list will be displayed. Check the names that you wish to remove and then click on the Delete button. Click on the Close button when finished. Check the users that you wish to remove from the list.

36. Exercise 2: Edit SOP documents 1.Access the Inzalo Development server. Inzalo Development serverhttp://portal.pta.za.go2uti.com/servlet/page?_pageid=51&_dad =portal30&_schema=PORTAL30 2.Select “LOGIN” button in upper right-hand corner. 3.Logon to Inzalo and access the SOP Home page. 4.Select the Edit SOP function. 5.Select the name of the SOP that you created in exercise 1. 6.Add Lionel Diack as a My SOP User. 7.Delete Pierre Duminy from the user list. 8.Add Estee Lauder to the client list. 9.Delete BASF AG from the client list. 10. Upload an SOP ZIP file and enter new version notes. The following is a brief training exercise designed to utilize the various functions available when editing an existing SOP document. Section 3 Exercise

37. You have successfully modified the contents of an SOP folder that has been previously posted on Inzalo. Congratulations ! This concludes the training template for the SOP Posting function. Section 3 Summary