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You can do any of the following:

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Panel collapsed

Panel with TasksPanel with Alerts

Collapsed panel shows error Alert


Configuring Tasks and incorporating them in your workflow can increase business process compliance and assist in workflow auditing.

You can create several types of Tasks, all of which appear on the Task List. To create Tasks:

Managers can configure error or warning Alert messages to be sent to users, all of which appear on the Alert List.

To create Alerts, on the Task & Alert Rule Set List, create Rule Sets that define Alerts to appear on the Tasks & Alerts panel of a form.


The panel can include Tasksof the following statuses:

Anchor
TaskStatuses
TaskStatuses

  • High Priority Tasks are highlighted with red.
  • Unread Tasks are in bold.
  • Not Started
  • In Progress or Follow Up
  • Completed or Canceled
  • Not Started, should be In Progress (followed by the number of days until the Task is due)
  • Overdue orOverdue (In Progress), should be Completed (followed by the number of days the Task is overdue)
  • Task Groups are in italics.

For Tasks with attachments appears.

The panel can include Alerts of the following types:

  • Error - Prevent Saving: Cannot be acknowledged; prevents form saving until the error is corrected; appears at the top of the list
  • Error: Cannot be acknowledged; appears at the top of the list
  • Warning - Not Acknowledgeable: Cannot be acknowledged
  • Warning - Acknowledgeable: Can be acknowledged
  • Warning - Acknowledged: Text reduces to what fits on one line; moves to the bottom of the list

For Alerts with attachments appears.

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To mark a Task as read, right-click it and then click Mark as Read. It will no longer count toward the number on the panel heading.

You can also mark a Task as unread, to remind yourself to complete it later. Right-click the Task and then click Mark as Unread.

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Adds Cargo and Cargo Handling tabs to the Voyage Manager. The Cargo tab is similar to the Cargo List, but only includes cargoes associated with the voyage. The Cargo Handling tab is similar to the Cargo Handling form; it includes a list of all cargoes associated with the voyage, with a line for each load and discharge. Lines highlighted in yellow indicate transshipment cargoes, while lines highlighted in blue indicate interservice cargoes.

If a Cargo or VC In has at least one unacknowledged revision, its row is highlighted in the Cargo List
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titleRelated Configuration Flags


Column
width100%


Name/FlagDescription
Default Show Cargo Tasks and Alerts in Voyage
CFGDefaultShowCargoTasksAndAlertsInVoyage
When enabled, in the Voyage Manager Tasks & Alerts panel, the Hide Cargo Tasks & Alerts menu option is cleared and associated Cargo Tasks and Alerts appear by default
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CFGEnableVoyManagerCargoList
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