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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

        • COAOwner 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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  • Is Acknowledged

  • Acknowledged By

  • Acknowledged on Gmt

  • Applies To ID

  • Applies To

  • Primary User

  • Type

  • Value

Task and Alert Exceptions

  • In Time Charter contract, a user can be prevented from saving the contract, however it will not stop him from raising a TC invoice.

  • When applying multiple criteria that refer to different IMOS tables (e.g. Operations Invoice and Voyage), it is better to split the criteria section into two Rules within a given Rule Set.

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