Portal User Guide

This guide documents real portal workflows using a super-admin session on https://ects.keshiholdings.com. Detailed screenshot-by-screenshot notes are maintained in Portal Screenshot Reference, grouped by module. Annotated callout-based training screenshots are maintained in Portal Annotated Training Guide.

1. Landing and Sign-In

  1. Open the landing page.
  2. Click Web Portal.
  3. Authenticate on Keycloak.
  4. Confirm redirect to the Home map.

Landing page

Keycloak sign-in

Home map

2. Global Navigation

Main modules:

  • Home
  • Cargo
  • Routes
  • Journeys
  • Inventory
  • Devices
  • Alerts
  • Reports
  • Settings

Common patterns:

  • Top module tabs switch domains.
  • Left sub-tabs switch page variants.
  • Filter/search controls refine tables.
  • Row actions open view/edit/detail flows.

3. Cargo Module

3.1 Unassigned Cargo

Route: /cargo/unassigned-cargo

Cargo - Unassigned

3.2 All Cargo

Route: /cargo/all-cargos

Cargo - All Cargos

3.3 Assigned Cargo

Route: /cargo/assigned-cargo

Cargo - Assigned

3.4 Agents

Route: /cargo/agents-list

Cargo - Agents

3.5 Carriers and Drivers

Routes:

  • /cargo/vehicles-list
  • /cargo/drivers-list

Cargo - Vehicles

Cargo - Drivers

3.6 Create Cargo

Route: /cargo/create-cargo

Cargo - Create Cargo

4. Journey Module

4.1 Active Journeys

Route: /journey/active

Journey - Active

4.2 Completed Journeys

Route: /journey/completed

Journey - Completed

4.3 Click an Active Journey (Exploratory Capture)

Workflow used:

  1. Open Active Journeys.
  2. Click first row action.
  3. Follow the detail transition for validation.

Journey - Active before click

Journey - Active click result

4.4 Click a Completed Journey (Requested Flow)

Workflow used:

  1. Open Completed Journeys.
  2. Click first journey row action.
  3. Open row action menu and proceed to journey workflow/detail context.

Journey - Before click

Journey - Row clicked

Journey - Row action menu

4.5 Journey Setup/Create

Route: /journey/create-journey

Journey - Create

5. Routes Module

5.1 Route List

Route: /routes/list

Routes - List

5.2 Checkpoints and Authorities

Routes:

  • /routes/checkpoints
  • /routes/route-authorities

Routes - Checkpoints

Routes - Route Authorities

5.3 Route Holds and Corridors

Routes:

  • /routes/route-holds
  • /routes/corridors

Routes - Route Holds

Routes - Corridors

5.4 Add Route

Route: /routes/add-route

Routes - Add Route

6. Inventory Module

6.1 Inventory List

Route: /inventories/inventory

Inventory - List

6.2 Inventory Summary

Route: /inventories/inventory-summary

Inventory - Summary

6.3 Assigned Inventory

Route: /inventories/assigned-inventory

Inventory - Assigned

6.4 Add Inventory

Route: /inventories/add-inventory

Inventory - Add

7. Alerts Module

Routes:

  • /alerts/open-alerts
  • /alerts/escalated-alerts
  • /alerts/closed-alerts
  • /alerts/system-notifications

Alerts - Open

Alerts - Escalated

Alerts - Closed

Alerts - System Notifications

8. Reports Module (Long Timeout Capture)

Routes:

  • /reports
  • /reports/superset/:id

Capture notes:

  • Index screenshot captured after 15-second wait.
  • Detail screenshot captured after 70-second wait for embedded Superset content.

Reports - Index (long wait)

Reports - Detail (long wait)

9. Settings and Users

9.1 Users List and Add User

Routes:

  • /settings/users
  • /settings/users/add-user

Settings - Users

Settings - Add User

9.2 Click User to Open Detail

Route pattern: /settings/userdetail/:id

Settings - Users before click

Settings - User detail

9.3 Preferences and Settings Dashboard

Routes:

  • /settings/preferences
  • /settings/devices

Settings - Preferences

Settings - Devices Dashboard

10. Devices Module (All Pages Under Devices)

Routes covered in this guide:

  • /device/device-summary
  • /device/device-list
  • /device/device-group
  • /device/add-device
  • /device/configure-devices
  • /device/add-device-model
  • /device/device-models
  • /device/add-device-group
  • /device/device-configurations
  • /device/import-devices
  • /device/send-command
  • /device/commands
  • /device/device-map
  • /device/device-monitor
  • /device/transfer-custody
  • /device/add-transfer-custody

Device - Summary

Device - List

Device - Group

Device - Add Device

Device - Configure Devices

Device - Add Device Model

Device - Device Models

Device - Add Device Group

Device - Device Configurations

Device - Import Devices

Device - Send Command

Device - Commands

Device - Device Map

Device - Device Monitor

Device - Transfer Custody

Device - Add Transfer Custody

11. Known Route Exceptions (Observed During Live Capture)

The following routes returned frontend runtime errors in the captured session:

  • /routes/route-devices (undefined map/read)
  • /settings/server (undefined speedUnit/read)

Treat these as defects and exclude them from operator SOP flows until fixed.

12. Route-to-Screenshot Matrix

Module Route Screenshot
Landing /login 45-landing-page.png
Auth Keycloak login 10-keycloak-login.png
Home / 11-home-map.png
Cargo /cargo/unassigned-cargo 12-cargo-unassigned.png
Cargo /cargo/all-cargos 13-cargo-all-cargos.png
Cargo /cargo/assigned-cargo 14-cargo-assigned.png
Cargo /cargo/agents-list 15-cargo-agents.png
Cargo /cargo/vehicles-list 16-cargo-vehicles.png
Cargo /cargo/drivers-list 17-cargo-drivers.png
Cargo /cargo/create-cargo 37-cargo-create-cargo.png
Journey /journey/active 18-journey-active.png
Journey /journey/completed 19-journey-completed.png
Journey /journey/active click flow 66-journey-active-before-click.png, 67-journey-clicked-detail.png
Journey /journey/completed click flow 68-journey-completed-before-click.png, 69-journey-completed-clicked.png, 70-journey-row-view.png
Journey /journey/create-journey 38-journey-create-journey.png
Routes /routes/list 20-routes-list.png
Routes /routes/checkpoints 21-routes-checkpoints.png
Routes /routes/route-authorities 22-routes-authorities.png
Routes /routes/route-holds 24-routes-holds.png
Routes /routes/add-route 39-routes-add-route.png
Routes /routes/corridors 40-routes-corridors.png
Inventory /inventories/inventory 25-inventory-list.png
Inventory /inventories/inventory-summary 26-inventory-summary.png
Inventory /inventories/assigned-inventory 27-inventory-assigned.png
Inventory /inventories/add-inventory 41-inventory-add-inventory.png
Alerts /alerts/open-alerts 28-alerts-open.png
Alerts /alerts/escalated-alerts 29-alerts-escalated.png
Alerts /alerts/closed-alerts 44-alerts-closed.png
Alerts /alerts/system-notifications 30-alerts-system-notifications.png
Reports /reports (long wait) 71-reports-index-longwait.png
Reports /reports/superset/18 (long wait) 72-report-detail-longwait.png
Settings /settings/users 62-settings-users.png
Settings /settings/users/add-user 63-settings-add-user.png
Settings /settings/userdetail/36116 74-settings-user-clicked.png
Settings /settings/preferences 64-settings-preferences.png
Settings /settings/devices 65-settings-devices-dashboard.png
Devices /device/device-summary 46-device-summary.png
Devices /device/device-list 47-device-list.png
Devices /device/device-group 48-device-group.png
Devices /device/add-device 49-device-add-device.png
Devices /device/configure-devices 50-device-configure-devices.png
Devices /device/add-device-model 51-device-add-device-model.png
Devices /device/device-models 52-device-models.png
Devices /device/add-device-group 53-device-add-device-group.png
Devices /device/device-configurations 54-device-configurations.png
Devices /device/import-devices 55-device-import-devices.png
Devices /device/send-command 56-device-send-command.png
Devices /device/commands 57-device-commands.png
Devices /device/device-map 58-device-map.png
Devices /device/device-monitor 59-device-monitor.png
Devices /device/transfer-custody 60-device-transfer-custody.png
Devices /device/add-transfer-custody 61-device-add-transfer-custody.png