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To create and send Voyage Instructions, do the following:

1. Make sure necessary elements are set up in the Forms Data Dictionary.

2. Create a Voyage Instructions form in the Form Designer.

   • If the form is applicable to Voyages, link the form to a Voyage Template.

3. From the Voyage Manager or FOB/Delivered Cargo, send Voyage Instructions to your vessels, agents, or any counterparty you choose.

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Selecting Elements to Use

Make sure necessary fields are set up in the Forms Data Dictionary with Use External Data Source selected:

• If the form is applicable to Voyages, you can use fields with Root Form Voyage.

• If the form is applicable to FOB Cargoes, you can use fields with Root Form Cargo.

You can also use any Paragraph and Image elements.

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To design a template for sending Voyage Instructions, in the Form Designer:

1. Create a new form.

2. Enter a Title and configure the form:

   1. Report Type: Select Voyage Instructions.

   2. Form is applicable: Select Voyage or FOB Cargo.

   3. Workflow: Select any of the following:

      • Enable Revision History: Select to add a Revision History table to the bottom of submitted Voyage Instructions forms. This table shows changes between the two most recent form revisions.
        

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      • Take P&L Snapshot Upon Submission (with configuration flag CFGEnableVIFormPnlSnapshots enabled): Select to take a snapshot of the voyage P&L when a Voyage Instructions form is submitted.

3. Design the form, using any applicable elements.