When your organization first signs up, and completes the sales process, to use Octopi as its TOS, the initial phase you will be placed in is called Onboarding. During this time you will have a dedicated Onboarding Consultant as a point of contact and as a guide through the process.
Your Onboarding Consultant will invite an admin user at your terminal to create the Octopi account for your organization. The admin can then invite the team at your terminal to sign up for their own secure user accounts.
Depending on the process for your organization, you may be able to utilize Octopi Tutorials -- self-guided lessons to become familiar with topics such as planning voyages, importing and exporting container, and other terminal activities. Demo data and sample content is provided for your team in the tutorial account to follow along with the steps risk-free in the tutorial.
Before you begin
To access Octopi Tutorials, users must first sign up and sign in to their own Octopi user account. Review the following guides to assist in inviting new users and providing them with support while signing up and logging in for the first time.
Starting Octopi Tutorials
Once logged in, click Tutorials in the top bar. A sidebar will open with a menu of Topics. Explore the topic you would like to explore -- such as Importing Container or Exporting Containers. Then Start a Lesson within that topic - such as Plan a discharge operation, Discharging containers, Place containers in the yard, or Gate-in a truck to pick up a container.
The list of steps for the self-guided Lesson will open in the sidebar. Follow along with the steps by performing the actions live in your tutorial account. As you complete steps in your account, the steps in the sidebar will be checked off automatically.
When you complete a Lesson, use the breadcrumb link at the top of the sidebar to navigate back to the full menu of tutorials. Then move on to the next Lesson.
The Tutorials panel will track your progress for each Topic.
Pause and continue
If you cannot complete a tutorial in one session and need to log out, you will be able to pick up where you left off the next time you log in.
After logging back in, click Tutorials and navigate back to the same Topic and click Resume. Continue from the last Lesson you started.