Getting Started
Before you start
Sign in and choose the project you are working in. That is the same for every module and it decides which uploads, templates and settings you see, so it is documented once, on its own page - see Signing in.
Before your first upload
Setup is handled by your administrator, but four things must be in place. Check with them if any is missing.
1. A template exists for your file, and you are assigned to it. Templates define the expected columns, validation rules, approvers, emails and how the load behaves. You pick one when you upload - one template per rate-file shape. See Template Manager.
2. The OTM master-data snapshot is fresh. Several pre-validation checks compare your file against a snapshot of OTM kept in OTM Master Data. If it is stale or missing, valid rows may be flagged - ask your admin to refresh it.
3. The project has an OTM adapter and a threshold. Both are set on the GoRate Setting page. Without them an upload cannot be validated against OTM or loaded into it.
4. You know the project's upload window. If the project loads in Business Hours mode, approved uploads are held during the day and released at the project's execution time. In Execution Time Only mode every approved upload waits for that time. See GoRate Setting.
Finding your way around
The sidebar on the left is your main navigation. GoRate's pages live under the GoRate section; most people keep Upload Manager open all day.
| Menu item | What it's for | Who uses it |
|---|---|---|
| Dashboard | Overview of uploads and pipeline health | Everyone |
| Data Upload | Drop in a workbook; the live validator catches errors | Uploaders |
| Upload Manager | One row per upload, with status, tracker and actions | Everyone |
| Template Manager | Templates: columns, rules, access, approvers and emails | Admins |
| Rate Viewer | Browse the rates held for an upload | Everyone |
| OTM Master Data | Refresh and browse the OTM master-data snapshot. See OTM Master Data | Admins |
| Reports | The run log, and OTM load success and failure across uploads. See Reports | Everyone |
| Audit Trail | Trace a record in OTM - rate, capacity limit, commitment or allocation - back to its upload, approvals and source file | Everyone |
| Settings | The GoRate Setting page: OTM adapter, threshold, business hours | Admins |
Transmission, where you follow the load into OTM step by step, sits in the platform's main menu rather than under GoRate. See Transmission.