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Home > Data Center > Task & Alert Rule Set List

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1. On the Task & Alert Rule Set List, click +.

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2. Complete the fields on the Task & Alert Rule Set form to define the Rule Set.

   • Select the form or object that the Rule Set Applies To. Tasks and Alerts can appear:

     • On a form:

       • Cargo/VC In

       • COA: Owner is the COA Coordinator, and Effective From/To dates are compared with the COA Start date.

       • Time Charter

       • Voyage: The Voyage Manager and any linked Cargo/VC In Booking.

       • Voyage Estimate

     • On any form that includes an object:

       • Address Book

       • Cargo Name

       • Port

       • Vessel

   • Category: Select a Task & Alert Rule Set Category.

   • Effective From and Effective To: These fields are based on Voyage Commencing and Voyage Completing dates. For Tasks and Alerts to appear, Effective From and Effective To must be within a voyage date range.

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1. Create a new report.

2. Add columns:

   1. Select the Cargo, Time Charter, Voyage, or Voyage Estimate primary table.

   2. Click the + button to join the Alerts table.

Available fields in Alerts table:

• Is Acknowledged

• Acknowledged By

• Acknowledged on Gmt

• Applies To ID

• Applies To

• Primary User

• Type

• Value