COR ADJUSTMENTS APPLIED TO THE INTERIM ALTERNATE ROUTE ADJUSTMENT PROCESS

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COR ADJUSTMENTSAPPLIED TO THE INTERIM
ALTERNATE ROUTE ADJUSTMENT PROCESS
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OVERVIEW

• Introduction
• Initial Steps
• Adjustment Process
• Implementation
• Support

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• INTRODUCTION

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Introduction

• This training is designed to provide Web Based
  information and training for COR Route Adjustment
  users so that they can apply it to the Interim
  Alternate Route Adjustment Process.
• This Training will be posted on the Delivery Web
  Page.
• Units utilizing COR will need to complete the
  initial DOIS Route Adjustment Steps in order to
  utilize COR.
• A COR Graphic Database must have been accurately
  completed for the 5-Digit Zone that requires the
  adjustment.

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Introduction

• The Interim Alternate Route Adjustment Process
  MOU establishes COR as a method for use in the
  adjustment process.
• It is intended that COR will be used in those
  units having Data Prep completed or where it can
  be completed within the time constraints.
• Users with COR experience will be able to
  complete an average zone adjustment process in
  1-2 days.
• The 2007 COR MOU must also be followed regarding
  validation of travel times.

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• INITIAL STEPS

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Initial Steps

• Before you begin any adjustment process using
  COR, you must ensure that all routes have a
  current 3999 loaded on the DOIS mainframe.
• Ensuring that all routes have a 3999 on the main
  frame is a critical item you will not be able to
  complete your adjustments if this requirement is
  not met.

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Initial Steps Defining the Adjustment

• The Route Final Evaluation Worksheet will be
  received after you have completed the carrier
  consultations and returned the Evaluation
  Worksheet to the District Team.
• You can begin the process to define an adjustment
  in DOIS anytime after you have been notified by
  the District Team your office is being reviewed.
  Remember that the adjustment must be defined in
  DOIS in order for COR to be utilized.

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Initial Steps Defining the Adjustment

• DOIS Quick Connect can not be used to complete
  Route adjustments.
• To begin to define an adjustment you must log on
  to DOIS, select Application then Route to
  enter the Adjustment section.
• Click Define New Adjustment to create a new
  Adjustment.
• If a ZIP code exists in two or more facilities,
  refer to the Multi-Facility ZIP Route Job Aid on
  the DOIS web site.

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Click here to create your New adjustment
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Initial Steps Defining the Adjustment

• Select Minor Adjustment as the type of
  Adjustment to use. This is a critical decision
  since COR must match the adjustment flag of
  Minor to accept the imported zone.
• Select your start date by using the spinner
  arrows or highlighting, then typing in the
  desired date.
• You must include all of your routes in the
  adjustment, even those routes that will not be
  part of the adjustment. This is a requirement
  for DOIS and for COR.
• Select the proper ZIP code, then select all your
  routes by moving them to the right side box using
  the double arrow.

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Initial Steps Special Note

• Selecting the Start date automatically selects
  the Lock Date.
• This defaults to the 2nd Friday after your start
  date.
• You should change it to 1st Friday by using the
  spinner arrows.
• If you are doing this step on a Friday, you can
  select the same date as your Lock Date.
• You may not begin to create any adjustment
  scenarios until the Monday after the lock date.
• Make sure you change the Lock Date as the last
  step prior to saving your adjustment criteria.

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Select Minor Adjustment
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Select Your Start date
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Move all the Routes to the right side (Routes to
Adjust) by clicking on the double arrow
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Make sure the Lock Date is set to the 1st Friday
after the Start date
Click Okay to save and continue
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Initial Steps - Defining the Adjustment

• Note - The Planned Implementation Date is
  automatically set to 45 days after the Lock Date,
  that is a system default and does not apply under
  the MOU.
• Your actual implementation date will be
  coordinated by In-Plant Support, Operations
  Program Support, and AMS.

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Initial Steps Entering the Route Data

• The office and street time for each route have
  been established based on the data evaluated and
  provided by the District Team and listed on the
  Route Evaluation Worksheet.
• Log on to DOIS, select the Route Application.
• Click the Work Bench button to begin the
  process.
• Enter the evaluated office and street times, by
  clicking the Select / Edit Office Time and the
  Select / Edit Street Time buttons.

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Initial Steps - Entering the Route Data

• The DOIS Adjustment program is set up so it is
  easier to enter all the data for either office
  time or street time for all the routes at one
  time.
• You will be able to enter this data before the
  Lock Date.

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Initial Steps - Entering the Route Data

• SPECIAL NOTE
• Anytime you change either office or street times,
  you will be required to enter an explanation in
  the Justification box.
• Example for Justification Box
• Route Office Times based on data analysis
• Is from Interim Alternate Route Adjustment
• Process MOU.

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Initial Steps - Entering the Route Data

• Click Select / Edit Office Time to bring up
  the Worksheet.
• Using the Arrow, select the route you wish to
  edit, click the Display button.
• Enter the final route evaluated office time from
  the Evaluation Worksheet in the Modified Office
  Time Box.
• Click in the Justification Box to enter your
  reason.

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Initial Steps - Entering the Route Data

• Click Save, then select the next route and
  repeat the process.
• Click Close when you finish all your routes.
• Reminder - you will need to enter route office
  data for each route in the zone before you enter
  the street times.

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Enter reason for office time here
Enter Route Office Time
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Enter reason for street Time change here
Enter Street Time here
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Initial Steps - Entering the Route Data

• You will repeat the same basic steps for entering
  the street times.
• Click on Select Edit/Street Times from the
  Workbench Window to enter your new street
  times.
• Once you have completed the DOIS Data entry, you
  can Exit DOIS.
• On the beginning date of the route adjustment,
  you will enter COR and import the zone from DOIS.

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STOP POINT

• You may not Import the DOIS Information into COR
  to begin an adjustment until the Monday after the
  lock date.
• This is a system requirement and cannot be
  overridden.

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Initial Steps Beginning the COR Process

• Before you begin the COR Process, ensure that you
  have the COR Route Adjustment Users Manual
  available.
• Ensure that you have the COR Route Adjustment
  Checklist available to use for each step.
• Both of these items are available on the COR Web
  Page.
• Ensure that a DPS EOR Density Report is
  available for each route by Sector/Segment.

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Initial Steps Beginning the COR Process

• Click on the COR Icon
• Select Tools and Choose Add Ins
• Enter the appropriate Passwords
• If a screen appears asking if you want to
  complete a Formal or Minor Adjustment, Select
  Minor Adjustment
• The 5-Digit Zone that appears is the zone that
  was most recently utilized in COR
• If it is not the zone that you are adjusting,
  Select Import a Zone and Choose the zone that
  you are adjusting.

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COR 5-Digit Zone (Graphic)
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Initial Steps COR Process

• Check the Turn Defaults and Exceptions
• Edit/View the One-Way Streets
• Verify that the Post Office Layer and Post
  Office have been set
• Build the Travel Network
• Install the NDSS Files
• Complete the DOIS Import by Selecting
  Startup/Import Export Procedures and Choosing
  DOIS Import

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DOIS Import
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Initial Steps COR Process

• DOIS Data will include all Allied Times and the
  Sector/Segment delivery times for all
  Sector/Segments on each route.
• Rebuild the Alternate Address Table
• Drop the Delivery Layer and Rebuild the Delivery
  Location Table
• Address Match with the Delivery Location Table
  Open
• Update the Delivery Location Layer
• Create the Blockface Layer

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Initial Steps COR Process

• Load the DCD Data by Highlighting Delivery Data
  Procedures and Selecting Load DCD Data.
• Validate that the Data is Correct
• Ensure that the Adjustment is in Minor
  Adjustment mode by Clicking on Startup/Import
  Export Procedures and Selecting Set Route
  Adjustment Mode
• Click on Minor Adjustment to verify that the
  correct adjustment mode has been selected.

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Initial Steps Set Route Adjustment Mode
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Initial Steps COR Process

• Enter the DPS Volume by Sector/Segment for each
  route using the DPS Density EOR Report
• Select Delivery Data Procedures and Choose 3999
  Editor.
• Select the route and enter the data for each
  route that you are adjusting.

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Entering Data in the 3999 Editor
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Initial Steps COR Process

• When you have completed the process, it is
  important to Save a Solution so that the work
  that you have completed can be recovered at any
  time.
• Select Solution Management and Choose Save
  Solution the Solution will always be available
  to you as a Backup of your work to this point.

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Save a Solution
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Initial Steps COR Process

• Once a Solution has been saved, the Average
  Cased Letters and Average Cased Flats for each
  Route must be entered in the Volume Editor.
• Select Delivery Data Procedures and Choose
  Volume Editor.
• Enter the Average Cased Letters and Cased Flats
  for Each Route in the Zone.

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Entering Average Cased Volumes
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Entering Average Cased Volumes
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Initial Steps COR Process

• When you have completed the process, Highlight
  Delivery Data Procedures and Select Load DCD
  Data once again.
• This process will spread the Cased Letters and
  Cased Flats proportionally across the
  Sector/Segments.
• When this process is completed, Save a Solution.

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Initial COR Process Critical Decision

• At this point in the Interim Alternate Adjustment
  Process using COR, a Decision must be made
  regarding the Transfer of Office Time.
• This Training covers these two Options
• 1- Office Factor
• 2- Demonstrated Performance
• Depending on which option you choose, follow the
  detailed instructions in this training session
  that apply to the choice that you have made.

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• QUESTIONS

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• ADJUSTMENT PROCESS
• Office Factor

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Adjusting Using COR Office Factor

• If you have selected Office Factor as your
  method for transferring volumes, follow exactly
  the Steps outlined in the Minor Route Adjustment
  Checklist 3999 Street Times, Office Factor
  beginning with Edit Existing Route Summary.
• This Checklist is available on the COR Web Page.
• The Steps are Outlined for you in this Training.

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Adjusting Using COR Office Factor

• Open the Existing Route Summary by Highlighting
  Route Initialization Procedures and Choosing
  Edit Existing Route Summary.
• Enter the Selected Street Time in the Street Time
  Column.
• Enter the Selected Office Time in the Sel Office
  Time Column the Office Factor will
  automatically be calculated.
• Check the Total Time Column to ensure that the
  routes are valued exactly at the selected Time
  chosen by the Team.

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Existing Route Summary Minor Adjustment
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Adjusting Using COR Office Factor

• Edit the Street Attribute Defaults
• Assign the Street Attribute Defaults
• Build the Travel Network and resolve any
  Disconnectivities
• Create a Blockface Layer

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Adjusting Using COR Office Factor

• Select the Volume Coverage by Highlighting Route
  Initialization Procedures and Choosing Select
  Volume Coverage.
• Choose non-Full Coverage or Full Coverage (if
  you select Full Coverage, a flat will be added to
  every Delivery Point and the corresponding weight
  will be included).

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Select Volume Coverage
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Adjusting Using COR Office Factor

• The COR Route Adjustment Steps for both Office
  Factor and Demonstrated Performance are Identical
  from this point forward.

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• ADJUSTMENT PROCESS
• Demonstrated Performance

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Adjusting Using COR Demonstrated Performance

• Once you have determined that you are going to
  use Demonstrated Performance as your method for
  transferring volumes, you must follow these
  Steps
• 1- Switch from Minor Route Adjustment
• Mode back to Formal Adjustment.
• 2- Load the DCD Data again.

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Adjusting Using COR Demonstrated Performance

• By selecting Demonstrated Performance as your
  method for transferring volumes, you must follow
  exactly the Steps outlined in the Route
  Adjustment Checklist beginning with Edit
  Existing Route Summary.
• This Checklist is available on the COR Web Page.
• The Steps are Outlined for you in this Training.

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Adjusting Using COR Demonstrated Performance

• Open the Existing Route Summary by Highlighting
  Route Initialization Procedures and Choosing
  Edit Existing Route Summary.
• Enter the Selected Street Time in the Street Time
  Column for each Route.
• Enter the Selected Office Time in BOTH the Net
  and Standard Office Time Columns (This is done
  because COR follows the M-39 Rules and Selects
  the Lesser of Net and Standard).
• Check the Total Time Column to ensure that the
  routes are valued exactly at the selected Time
  chosen by the Team.

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Existing Route Summary
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Adjusting Using COR Demonstrated Performance

• Edit the Street Attribute Defaults
• Assign the Street Attribute Defaults
• Build the Travel Network and resolve any
  Disconnectivities
• Create the Blockface Layer

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Adjusting Using COR Demonstrated Performance

• Select the Volume Coverage by Highlighting Route
  Initialization Procedures and Choosing Select
  Volume Coverage.
• Choose non-Full Coverage or Full Coverage (if
  you select Full Coverage, a flat will be added to
  every Delivery Point and the corresponding weight
  will be included).

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Select Volume Coverage
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Adjusting Using COR Demonstrated Performance

• Set the Office Transfer Mode by Highlighting
  Route Initialization Procedures and choosing
  Select Office Transfer Mode.
• Select Demonstrated Performance.

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Adjusting Using COR Demonstrated Performance

• The COR Route Adjustment Steps for both Office
  Factor and Demonstrated Performance are Identical
  from this point forward.

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• QUESTIONS

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• COR
• ROUTE ADJUSTMENT PROCESS

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COR Route Adjustment Process

• Beginning the COR Adjustment
• Initialize the Route Data by Highlighting Route
  Initialization Procedures and Selecting
  Initialize Route Data.
• This step always resets the data to the current
  Existing Routes environment and can be used
  repeatedly to recover or to create multiple
  scenarios.

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COR Route Adjustment Process

• Set the Location of where you want an Auxiliary
  Route to be created (if one is needed) by
  Highlighting Territory Realignment and
  Selecting Select Auxiliary Location.
• Follow the screen prompts to physically set the
  location of the Auxiliary.

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COR Route Adjustment Process

• Select the order of the Routes that will be
  eliminated (if it is necessary) by Highlighting
  Territory Realignment and Choosing Select
  Vacant/Auxiliary Routes
• Remember to List the Routes in the order that
  you want them to be removed.

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COR Route Adjustment Process

• Route Generation can now take place.
• Highlight Territory Realignment and Select
  Generate Routes.
• The Selection Screen will appear Make the
  Selections for Time, Auxiliary Route, and the
  other required information.

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COR Route Adjustment Process

• Make sure to complete all of the data elements
  including the Maximum Volume for Relays.
• Even though the Relays are not generated at this
  time, COR considers how the routes will be
  delivered when it configures the new routes.

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5-Digit Zone After Route Generation
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COR Route Adjustment Process

• View the Adjusted Route Summary by Highlighting
  Territory Realignment and Selecting Edit
  Adjusted Route Summary.
• Check the Routes for balance and determine if
  additional balancing is needed.

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COR Adjusted Route Summary
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COR Route Adjustment Process

• If additional balancing is required, Highlight
  Territory Realignment and Select Transfer
  Toolbox.
• Use the Transfer Toolbox to balance the routes
  to the numbers that you require.

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COR Route Adjustment Process Transfer Toolbox
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COR Route Adjustment Process

• Once balancing is complete, Highlight Territory
  Realignment and Select Verify Plus4 on Single
  Route.
• This Menu item ensures that there are no Zip4s
  split between routes.
• Once you have corrected any splits, you are
  ready to begin the Lines of Travel (LOT) for each
  route.

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• QUESTIONS

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COR Route Adjustment Process Lines of Travel

• To Generate a Line of Travel (LOT) for a route,
  Highlight Line of Travel and Select Generate
  Line of Travel.
• Complete the Screen Entries for all items.
  Generate the Lines of Travel for each route
  separately since the LOT will be reviewed
  individually for each route.
• Maximum Relay volumes for each route can be set
  separately to accommodate special needs.
• Generate LOTs without Priority.

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COR Route Adjustment Process Lines of Travel
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COR Route Adjustment Process Lines of Travel
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COR Route Adjustment Process Lines of Travel

• Once the LOT has been generated, you can Trace
  the Line of Travel.
• The next step is to Edit the Line of Travel by
  Highlighting Line of Travel and Selecting Edit
  Line of Travel.
• Use the Edit Tool to set up the carriers LOT
  exactly as you want them to deliver the route.

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COR Route Adjustment Process Edit Line of Travel
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COR Route Adjustment Process

• When you have completed the Line of Travel for
  every route, view the Adjusted Route Summary to
  ensure that all routes comply with the route
  parameters that you have set.
• Edit the Allied Times Screen. You must then
  Comment on every change to a routes Allied Time
  by opening the Allied Time Comments Screen which
  is in the Reports and Plots Menu.
• Complete an entry for every change to the route.
• Print All Reports by Highlighting Reports and
  Plots and Selecting the Report that you want
  printed including the back of the PS 1840.

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COR Route Adjustment Process

• When all of your Comments have been entered, you
  are ready to Export the adjustment to DOIS.
• Highlight Startup/Import Export Procedures
  and Select DOIS Export.
• Follow the screen prompts and the adjustment
  will be exported back to DOIS.
• Follow the DOIS procedures for sending the
  adjustment back to AMS.

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DOIS Export
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• IMPLEMENTATION PROCESS

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Preparation for Adjustment Implementation

• District Team will approve and provide the
  approved package to the MOPS with a copy to the
  local unit.
• Local Management has a number of steps that must
  be completed in order to prepare an approved
  package for implementation.

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Management Implementation Duties

• District polices may vary, but these items must
  be completed in order to implement an approved
  adjustment package.
• In DOIS, from the Create Scenario Window, you
  must click Submit for Approval to submit your
  package once COR has returned the adjustment to
  DOIS.
• Once the Approval Process has been completed,
  from the Create Scenario Window, click on Submit
  to AMS to submit your package.

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Management Implementation Duties

• Re-sequencing functions in DOIS must be completed
  before District approval through DOIS is
  received.
• If territory is found on the wrong route prior to
  approval, the package should be rejected by the
  Area/ District to allow the territory to be
  moved, then re-submitted.
• Once the package is approved, if territory is
  found on the wrong route, the Help Desk must
  create a ticket to resolve the situation.

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• SUPPORT

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• FOR COR SUPPORT
• CALL 1-800-USPS-HELP

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• COR SUBJECT MATTER EXPERTS
• (Information Available on the COR Web Page)

Diane Bartholomew [phone] Judie Cummings
[phone] Seth Johnson (801)
974-2958 Steve Kelly [phone] Rita
McQuinn [phone] Cheri Sweitzer (317)
870-8589
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• QUESTIONS