With the Form Designer, you can design your own custom forms, so you can gather and share the data that is most meaningful for you and your vessels and present it as you prefer. The data is collected and distributed in the same way as the standard forms.
- The Data Dictionary includes all the elements you can use.
- For elements that map to other fields in the Platform, the mapping appears.
- You can also define custom elements.
- You can:
- Create a new form of Report Type Arrival, Departure, Noon, Voyage Instructions, or Other, defining each form's workflow and where it applies. Create a custom Statement of Facts.For example:
- Create a custom Noon Report for In Port or At Sea.
- Create a custom Statement of Facts.
- Design a form:
- Create a header to appear at the top of a form.
- Add elements and controls: Select the elements and controls that are appropriate for your needs, create custom elements, and enter custom expressions.
- Arrange elements on a form: Group elements into sections and define the form layout.
- Create a new form of Report Type Arrival, Departure, Noon, Voyage Instructions, or Other, defining each form's workflow and where it applies. Create a custom Statement of Facts.For example:
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- On the Forms tab, do either of the following:
- To create a new form from scratch, click .
- To copy an existing custom or standard form, hold your mouse pointer over its row, click , and then click Copy.
Note: To copy a standard form, make sure it is updated to version 2.21.619 or higher.
- Configure the form:
Anchor requiredfields requiredfields Anchor voyageinstructions voyageinstructions Report Type and Form is applicable: Some Report Types are applicable only in certain places. Fields that are required for the validation of a Report Type are automatically added to forms of that type and cannot be removed.
Report Type Applicable Required Fields ArrivalIn Port Voyage Number
PortDepartureIn Port Voyage Number
PortNoonIn Port
At Sea
In Port or At SeaVoyage Number
PortVoyage Instructions
Note: Voyage Instructions will be fully functional soon.None None Other
Anchor Other Other In Port Voyage Number At Sea Voyage Number In Port or At Sea Voyage Number Other (Non-Voyage) None Fields that are required based on another field that was added are also added automatically, but they can be removed.
- When you add the field Slip %, Observed Distance and Engine Distance fields also appear because Slip % is calculated as 1 − (Observed Distance ÷ Engine Distance). However, if you remove Observed Distance and Engine Distance, Slip % cannot be calculated.
- Layout:
- Maintain Form Field Positions When Hidden: Select to have all fields maintain their position on the form whether or not they are hidden, preventing other fields from shifting.
- Workflow:
- Require Approval
- Allow Submission Prior to Voyage Commencement
- Display Chief Engineer's Name
- For Voyage Instructions only:
- Enable Revision History
- Take P&L Snapshot Upon Submission (with configuration flag CFGEnableVIFormPnlSnapshots enabled)
Click Save. Your form appears in the Form Designer, with Form Elements (sections and elements) in use on the left and a live preview on the right.
- In the Form Designer, do any of the following:
- Edit form configuration: Click .
- Create a header
- Add sections
- Add elements
- Rearrange elements
- Click . When the form is saved, the button changes to to show you that there are no changes left to save.
- To return to the list, click . To open the form from the list, click its name.
Creating a Custom Statement of Facts
Using the Arrival Report Type, you can create a custom Statement of Facts.
- Create a new form of Report Type Arrival with Applicable type In Port.
- In the Form Designer:
- Add Date/Time as a required field.
- Add the Port Activity control.
To enable agents to select GMT Offset for all port activities, add the GMT Offset field.
Creating a Custom Noon Report for In Port or At Sea
Using the Noon Report Type, you can create a custom Noon Report that shows or hides elements depending on vessel Location.
- Create a new form of Report Type Noon with Applicable type In Port or At Sea.
- In the Form Designer:
- Add the Location field. Set the appropriate fields to be visible when the Location field from the Data Dictionary has a certain value
- .
Creating a Header
When you create a new form, in the Form Designer, a Header section appears at the top of the left panel. To create a custom form Header, add any elements available in the Data Dictionary to the Header section.
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