Set Up New Mission

• Go to your web browser and log in to the Clockwork Portal. 

• On the top-right corner of the screen, click on the setting’s “gear” icon. You will be directed to our Account Settings page. 

• Click on the “+” sign on the “Estes Express” box under the Organization Hierarchy. A new window would pop-up. 

• In the Profile accordion, enter the name of the mission in the “Customer Name” field. Although optional, you can add an address for the mission in the “Search Address” field. Please note that this address does not create a new facility. Facilities would be added in the Facilities section of the Create Mission form (refer to Add and Delete Facilities work instructions). 

• In the Contact Information form, enter a Contact Name, Email and Phone # for this mission. If this is a new user, they will receive an auto-generated email from Clockwork with their login credentials. However, if the information of an existing user is added, they will not receive a new login but will get access to the new mission once created. 

• In the Date & Time Settings accordion, select the mission’s time zone and date & time format. 

• In the Carriers accordion, click on the “Carrier” field to select all the carriers being used in the new mission. 

• Click on the trash can icon or unselect carriers from the dropdown, to remove any selected carriers. 

• If you don’t see a particular carrier, please contact your system admin to have it added to the list. 

Note: To specify Estes as a carrier on a mission, choose the entity name "Estes Express Lines". Estes Express represents the parent account. 

• In the Facilities accordion, click on the “Facility” field to select all the facilities that will be utilized for in-gating, cross-docking and dispatching activities in this mission.  

• If you don’t see a facility, please contact your system admin to have it added to the parent-level facilities list. Please refer to Add and Delete Facilities work instruction for how to add new facilities.  

• In the Commodities accordion, click on “Commodities” field to select from a dropdown of all pre-configured commodities. The pre-configured commodities should already have details such as weight, inner/outer qty etc. added. However, if these can be edited if required. 

• Click on the “Add Item” button to set up more commodities. 

• Users can also set up new commodities by entering the new commodity name and filling in the rest of the details such as weight, inner (i.e. cases) and outer (i.e. pallets) qty and UOM (Unit of Measure). 

• In the Trailers accordion, click on the “Company” field to select from a dropdown of all pre-configured trailer companies that will be utilized for the new mission. 

• Click on the “Add Item” button to set up more trailer companies. 

• Users can also set up new trailer companies by entering a new company name and filling the rest of the details such as SCAC, Contact person and Phone #. Note that these are optional fields.