Dossier Creation (Create New Dossier Wizard)

Content

Read below the step by step procedure or watch the following video:

Dossier creation demo

There are several ways to create a dossier:

  • Copy dossier
  • Carry forward an existing dossier to the next timetable period
  • Create a new dossier:
    • Using the Create New Dossier Wizard (this document)
    • From PaP Search (Please refer to "Select PaPs" document)

To get more information on dossier types, please read our documentation.

In this part, we will focus on how to create a new dossier. The button is located on the upper left corner of the Dashboard.

Click the menu icon to hide/unhide the menu. You can access the "Create new dossier" wizard window if you click on the add icon in the menu. Screenshot below:

 

The "Create New Dossier" Wizard (CNDW) contains the following steps:

  1. Basic Data
  2. Applicant path
  3. Dossier-level data
  4. Train parameters
  5. Sub-paths
  6. Calendar
  7. Path Variants Preview

1. Basic Data

It can happen that you have started to create a new dossier already, however, you didn't finish the creation for some reason then PCS  saves your dossier as a draft version. In order to open a draft a dossier and continue working with it, please use the button "Open an existing draft dossier" above the Basic Databox.

Then you will see your draft dossiers and you can select which one you would like to continue with.

If you decide to create a brand new dossier and then you have to start with the "Basic data" first.

The dossier name is mandatory to fill otherwise you are unable to continue with creating the dossier, the "Continue" button stays inactive. The international train number and Train ID (core element variant fields) are optional, not necessary to fill these fields. The train type and the process type fields are system generated, both fields are greyed out.  The train type determined according to the user agency type and the process type is determined on the particular timetable calendar (New, Late, Ad-hoc). The Timetable period, Dossier type and Company code fields are single selection drop-down lists which set to a default value. The dossier type is process type independent it classifies the dossier itself. Read more about it click on Basic data.

 

2. Applicant path

This is the step where the Applicants can define the geography of the train route you can add/remove stations, define arrival/departure times, add dwell times and they can also include earliest-latest times, and public times to their path request if needed. Applicants can also define the "Service days for reference point" to add common descriptions among sub-paths that are combined, and you can add "TSI Variant ID" if necessary.

When adding an operation point to our timetable it is enough to start typing the name in and the system will propose without entering the exact name. The responsible IM will be filled automatically by the system based on the operation point.

 

There are constraints defined in the system. For example, you must define the departure time for the first location because the "Continue" button stays inactive.  Bear in mind that the first location always will be the reference point for your timetable! Please read more about PCS Constraints in the documentation library that summarizes the constraints and mandatory fields that are used in PCS during dossier creation, dossier editing, and dossier processing. With the wheel icon, Applicants can mark the construction starting point that should be considered by the IMs.

 

3. Dossier-level data

The 3rd step is "Dossier-level data", where PCS displaying the participant agencies, Applicant-IM pairs. At this point, we can edit the dossier-level agency parameters for the Applicant-IM pairs. Please note when the dossier contains PaPs, it will be processed by the C-OSS on the IM side! 

 

 

4. Train parameters

The next step is to fill the "Train parameters" at each operation point. You may define the common train parameters such as activity type,  location type, traction details (selecting the required locomotive), train and carriages attributes (weight, length, speed).  After entering these values, PCS can recalculate train length and weight based on the specified values ​​and locomotive type. Once the train parameters are filled for an operation point then you can copy the parameters to other operation points.  To read about train parameters and how to copy train parameters please check out our document: How to edit train parameters.

If we are ready with the parameters, we can "Save" and "Continue". 

 

5. Sub-paths

Sub-paths are defined based on the already entered data in step 2 according to the assigned Applicant-IM pairs. Each sub-path has its own reference point (origin) and running days. User is still able to continue the customization of the timetable, e.g. it's possible to create additional sub-path either with different timetable, train parameters or alternative origin/destination. If the user doesn't want to have more than one variant in its dossier, then just click "Continue".

 

6. Calendar

In this step, you are invited to define the reference calendar of the train. The validity period is set the default to the whole timetable period by PCS. If you like, you can change the validity period actin on the "from - to" values.

After the definition of the validity period, it is the moment to define the running days of the paths. PCS mark all days from the timetable period as running day by default. Then you have several possibilities to change these days:

  • By circulation days: days of the week are marked there with their number (1 - 7). If you like to select or deselect every Monday, you just need to click on the "1" symbol.
  • Monthly: selection and deselection are also possible by month. In this case please click on the abbreviation of the month and PCS will select or deselect those days from the calendar
  • Individually: You can customize your individual calendar selecting or deselecting only a couple of days. In this case please click directly on a particular day inside the calendar and PCS will select or deselect that day from the calendar.
  • Yearly: if you like to get back the default settings (all running days are selected), then you can click on one of the year and PCS will put back all days of the validity period.

The first step is to define a template calendar, then it will be applied to the sub-paths. When you have more sub-paths in a territory, by default all the running days are assigned to the first sub-path. User can select days to the other sub-paths. Please note that this works like a switch: if you add a day to a sub-path that exists somewhere else, the system will remove that automatically from the other.

You cannot proceed further with an empty calendar, please define the running days. If you are ready with the calendar, please click to "Apply". We are still in the Calendar step and the tool offers two options to "Create dossier" directly or press "Continue" to get to the final Path Variants Preview.

If you create the dossier without going to the Path Variants Preview that you will be direct to the dossier details where you can check the first version of your dossier in the Open phase. Please note that each action that you performed in the wizard can be modified in the dossier details, so you should not worry if you forgot or missed something.

 

7. Path Variants Preview

At this point, we get to the "Path Variants Preview" where you have a global view of the entire route with timetable information and outline loads to present the geographical view of the train route. It indicates how many path variants are created and if the path variants are consistent (e.g. calendars are not harmonized) or warning message appears if any mandatory parameters are missing. We will add the parameters later keep continue. 

The last step is to create the dossier. Please note that all the actions you did in the dossier wizard can be done also on an existing dossier in Open phase.