• Administrator User Guide
• What you should know before you start
  • About the Administrator Portal
  • Main Menu and Icons
• Getting Started
  • About my account
  • Setting up your account
  • Changing password
  • Logging off your account
  • Logging onto your account
• Administrator Dashboard
  • Shipments Information
    • Pickup Slips
      • Searching shipment pick ups
      • Adding a new shipment
      • Updating shipment details
      • Removing a shipment
      • Unprocessing shipment
      • Viewing or editing shipment details
        • Managing shipment details
        • Managing shipment drivers
        • Managing shipment trailers
        • Managing shipment pickups
        • Managing shipment drop offs
        • Manage shipment images
        • Managing shipment seal logs
    • Producer Pickup Search
      • Searching for producer pickup details
      • Exporting producer pickup details
    • Calibration Overrides
      • Searching Calibration Override
      • Viewing calibration override
    • Shipment Notes
      • Searching shipment notes
      • Viewing shipment notes
    • Seal Logs
      • Searching for seal log details
      • Exporting seal log details
    • Wash Tickets
      • Searching wash tickets
      • Managing wash tickets
      • Exporting wash tickets
    • Out of Province Components
      • Searching out of province components
      • Managing out of province components
      • Viewing out of province components
    • Transporters
      • Searching for a transporter
      • Managing transporters
      • Viewing transporter details
        • Updating transporter details
        • Managing handheld users
        • Managing transporter portal access
    • Trailers
      • Adding a new trailer
      • Viewing trailer details
      • Updating trailer details
      • Removing trailer details
    • Trucks
      • Adding a new truck
      • Viewing truck details
      • Updating truck details
      • Removing truck details
    • Routes
      • Searching for a route
      • Adding a new route
      • Viewing route details
        • Updating route details
        • Managing route stops
      • Updating route details
      • Removing route details
    • GPS Requests
      • Viewing GPS requests
      • Updating GPS requests
  • Producer Information
    • Producers
      • Searching producers
      • Adding new producer
      • Viewing producers
        • Contact information
          • Producer details
            • Updating Producer Details
            • Managing producer status
          • Contacts
            • Adding new contact
            • Removing contact
            • Viewing contact details
              • Updating contact details
              • Creating portal access
              • Updating portal access
            • Updating designations
          • Prior Identity
            • Adding new prior identity
            • Viewing or editing a prior identity
        • Tanks information
          • Adding producer tank
          • Updating producer tank
          • Removing producer tank
          • Viewing tank calibration
          • Viewing producer tank
            • Updating producer tank
            • Managing tank calibration date
        • Payment information
          • Editing payment details
        • Pickups information
          • Exporting pickups
        • Quality information
          • Lab Tests
            • Viewing recent messages
            • Searching producer lab tests
            • Managing producer lab tests
            • Exporting producer lab tests
          • Special Quality
            • Viewing recent messages
            • Searching quality test results
            • Managing quality test results
            • Exporting quality test results
          • Quality Search
            • Searching producer quality results
            • Exporting producer quality results
          • Progressive Penalty Results
            • Searching producer progressive penalty results
            • Reverting producer progressive penalty results
            • Exporting producer progressive penalty results
        • Quota Information
          • Worksheets
            • Searching quota managment worksheet
            • Adding projection to worksheet
            • Updating projection
            • Removing projection
            • Exporting worksheet
          • Transfers
            • Exporting transfers
        • Visualization
        • Alerts Information
          • Statement Alert
          • Quality Alert
            • Managing quality alert
          • Cumulative Position Alerts
            • Managing Cumulative Position alert
          • Quota Management Alert
          • Pickup Alert
          • Quota Exchange Alert
          • Transfer Request Alert
          • Credit Bulletin Alert
        • Records
          • Statements Information
            • Viewing statements
          • Documents
            • Searching producer documents
            • Viewing or downloading producer document
          • Producer Reports
            • Exporting producer reports
        • Communications
          • Managing producer communications
    • New Entrant Producers
      • Adding a new entrant
      • Removing a new entrant
      • Viewing new entrant producers
        • Updating a new entrant
    • Contact Search
      • Searching designation contacts
      • Exporting designation contacts
    • Producer Events
      • Viewing calendar of producer events
      • Managing list of producer events
    • Incentive Days Maintenance
      • Managing incentive days maintenance
    • Pickup Days Override
      • Managing producer pickup overrides
    • Producer Tanks
      • Searching producer tanks
      • Exporting producer tank results
    • Tank File Upload
      • Uploading and previewing tank file
  • Quality Information
    • Lab Test File Upload
      • Uploading and previewing a lab test file
    • Lab Interface
      • Searching lab test files
      • Updating and processing lab sample results
      • Viewing lab sample results
        • Managing lab sample results
    • Lab Test Results
      • Searching lab test results
      • Filtering lab test results
      • Removing lab test results
      • Exporting lab test results
    • Lab Test & Pickup Results
      • Searching full lab test results
      • Exporting full lab test results
    • Route Results
      • Searching route test results
      • Exporting route test results
      • Adding a new route test results
      • Updating route test results
      • Removing route test results
    • Route Verification Results
      • Searching route verification results
    • Progressive Penalty Results
      • Searching progressive penalty results
      • Reverting a progressive penalty result
      • Exporting progressive penalty results
    • Provincial Quality Results
      • Searching provincial quality averages
      • Filtering provincial quality averages
      • Exporting provincial quality averages
    • Monthly Quality Averages Report
      • Searching monthly quality averages report
      • Filtering monthly quality averages report
      • Exporting monthly quality averages report
    • Quality Range Maintenance
      • Quality Ranges
        • Managing quality ranges
      • Penalty Ranges
        • Managing penalty range groupings
        • Managing individal penalty ranges
  • Quota Information
    • Quota Transfers
      • Searching quota transfers
      • Adding a new quota transfer
      • Updating a quota transfer
      • Removing a quota transfer
      • Exporting quota transfer results
      • Viewing quota transfers
        • Viewing or editing lease transfer records
          • Managing lease transfer details
        • Viewing new entrant increase or decrease transfer records
          • Managing new entrant increase or decrease transfer details
        • Viewing permanent quota increase/decrease transfer records
          • Managing permanent quota increase/decrease transfer details
        • Viewing private transfer records
          • Managing private transfer details
        • Viewing quota exchange transfer records
          • Managing quota exchange details
        • Viewing transfer of credit records
          • Managing transfer of credit details
    • Credit Bulletin Board
      • Managing credit bulletin board
    • Producer Quota
      • Searching producer quota
      • Filtering producer quotas
      • Exporting producer quota
    • Producer Results
      • Searching producer quota results
      • Filtering producer quotas results
    • Transfer Summaries
      • Searching producer transfer summaries
      • Filtering producer transfer summaries
      • Exporting producer transfer summaries
    • Rolling Credit Transfer Reset
      • Searching rolling credit transfer resets
      • Adding a new rolling credit transfer reset
      • Updating rolling credit transfer reset
      • Removing rolling credit transfer resets
      • Exporting rolling credit transfer resets
    • Limit Maintenance
      • Navigating and viewing limits
      • Managing global limits
      • Managing individual limits
      • Managing global monthly limits
      • Managing individual monthly limits
    • Credit Transfer Requests
      • Searching credit transfer requests
      • Viewing credit transfer requests
        • Managing credit transfer period details
        • Managing credit request listing
          • Unprocessing credit request listing
    • Lease Transfer Requests
      • Searching lease transfer requests
      • Viewing lease transfer requests
        • Managing lease transfer period details
        • Managing lease request listing
    • Quota Exchange
      • Searching quota exchange
      • Viewing quota exchange
        • Updating quota exchange details
        • Running the quota exchange
          • Managing quota bid or offer listings
            • Adding a new quota bid or offer
            • Updating a quota bid or offer
            • Removing a quota bid or offer
          • Managing quota exchange error messages
        • Publishing the quota exchange
      • Viewing historical bids and offers
  • Payments Information
    • Advance Overrides
      • Searching producer advance overrides
      • Managing producer advance overrides
    • Advance Admin
      • Managing monthly advance periods
    • Month End Admin
      • Closing the production and payment period
        • Managing month end errors
    • Payment Adjustments
      • Searching payment adjustments
      • Managing payment adjustments
      • Viewing payment adjustment
    •  Miscellaneous Rates
      • Pool Income/Expense
        • Managing pool income or expense rates
      • Miscellaneous Rates
        • Managing miscellaneous rates
    • Plant Milk Class Prices
      • Searching plant milk class prices
      • Managing plant milk class prices
    • Pricing Agreements
      • Searching pricing agreement
      • Managing pricing agreements
    • Producer Milk Payment Rates
      • Searching producer milk payment rates
  • Plants Information
    • Plants
      • Searching Plants
      • Adding a new plant
      • Updating plant
      • Viewing plant details
        • Updating plant general information
        • Managing plant contacts
        • Managing plant invoices
        • Managing plant alerts
    • Plant Sales
      • Searching plant sales
      • Exporting plant sales
    • Plant Invoices
      • Searching plant invoices
      • Exporting plant invoices
    • Plant Invoice Adjustments
      • Searching plant invoice adjustments
      • Exporting plant invoice adjustments
    • Processor Board Adjustments
      • Searching processor board adjustment
      • Managing processor board adjustment
      • Viewing processor board adjustment
    • MUV Export
      • Creating MUV export files
  • Reports Information
    • All Reports
      • Exporting report output list
    • Edit Reports
    • Mid Month Reports
    • Month End Reports
    • Miscellaneous Reports
    • Reports Admin
      • Manage Administrator Reports
        • Updating manage administrator reports
        • Viewing manage administrator reports
      • Manage Producer Reports
        • Updating manage producer reports
        • Viewing manage producer reports
      • Manage Transporter Reports
        • Updating manage transporter reports
        • Viewing manage transporter reports
      • Manage Plant Reports
        • Updating manage plant reports
        • Viewing manage plant reports
    • Operational Data
      • Monthly Components Report
        • Searching monthly components report
        • Filtering monthly components report
        • Exporting monthly components report
      • Interprovincial Milk Report
        • Searching interprovincial milk report
        • Filtering interprovincial milk report
        • Exporting interprovincial milk report
    • Reports Output
  • Admin Information
    • Manage Settings
      • Code Tables
        • Managing Code Table
      • Contact Settings
        • Company Address
        • Contact Information
          • Managing milk contact information
      • Calendar Settings
        • Stat Holidays
          • Managing stat holidays
        • Manage Event Types
          • Managing event types
      • Payment Settings
        • Payment Adjustment Types
          • Managing Payment Adjustment Types
        • Financial Institutions
          • Managing financial institutions
        • Financial Institution Branches
          • Searching financial institution branches
          • Managing financial institution branches
          • Viewing financial institution branch details
        • EFT Settings
      • Invoice Settings
        • Processor Board Adjustment Types
          • Managing processor board adjustment types
        • Processor Invoice Settings
          • Managing processor invoice parameters
          • Viewing processor invoice settings
      • Quota Settings
        • Quota Types
          • Managing quota types
        • Quota Transfer Types
          • Managing quota transfer types
        • Quota Exchange
          • Managing quota exchange parameter
          • Viewing quota exchange parameters
        • Credit Transfer Request
          • Managing credit transfer period parameters
          • Viewing credit transfer period parameters
        • Lease Transfer Request
          • Managing transfer period parameters
          • Viewing transfer period parameters
        • New Entrant Types
          • Managing new entrant types
          • Viewing new entrant types
            • Managing new entrant type versions
      • Default Alerts
        • Managing default alerts
      • Email Lists
        • Managing email lists
    • Notifications
      • Managing notifications
      • Viewing notifications
    • Triggered Alerts
      • Searching triggered alerts
      • Viewing triggered alerts
    • Documents
      • Managing documents
    • Documents Admin
      • Folders
        • Managing folders
        • Viewing folders
      • Document Types
        • Managing document types
        • Viewing document types
      • Keywords
        • Managing keywords
      • Keyword Types
    • Manage Users
      • Producers
        • Managing producer access
        • Viewing producer access
          • Managing producer portal contact access
      • Administrators
        • Managing administrator access
      • Transporters
        • Managing transporter access
      • Processors
        • Managing processor access
      • API Access
        • Managing API access
  • Reference Material
    • Alert Types
    • Code Table Types
    • Error and Warning Types
    • Permission Types
    • Quality Types
    • Quota Transfer Types
    • Quota Types
    • Report Types