Insert excerpt | ||||||
---|---|---|---|---|---|---|
|
...
The Tasks & Alerts panel displays the Tasks and Alerts that apply to a form; it appears on the Voyage Estimate, Cargo/VC In COA (Alerts only), Cargo/VC In, TC In/Out, Cargo/VC In Booking, and Voyage Manager forms.
To expand
or collapse the panel, click the double arrow....
Panel collapsed | Panel with Tasks | Panel 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:
For Tasks with attachments, appears. | The panel can include Alerts of the following types:
For Alerts with attachments, appears. |
...
- Create or open a Task.
- In the Object Type field, select one of the following and then, if applicable, enter information for the form where you want the Task to appear:
- Global
- Cargo: Enter the Cargo ID.
- Time Charter: Enter the Vessel Name/Code and TC Code.
- Voyage: Enter the Vessel Name/Code and Voy No.
- Voyage Estimate: Enter the Estimate ID.
Vessel Vetting (when configuration flag CFGEnableVettingWorkflow is enabled)
Tasks in Chartering
Chartering Tasks help to ensure that every Fixture has been properly processed before fixing the business and performing the Operations hand-over. A Task-based workflow can reduce confusion between a Chartering team and an Operations team, by ensuring that everything is complete.
...
Voyage Tasks are an everyday part of an operator's workflow. They are even more useful when combined with Voyage Templates. Voyage Templates may be set either by the Chartering team when fixing the voyage or by the operator after the voyage has been fixed. When a Voyage Template is added to a voyage, the linked Task Group is automatically populated.
...
Tasks are only useful if they are used effectively. You can use several features related to Task compliance:
- The Task List gives an administrator, a superuser, or a manager a global overview of all Tasks in the system. You can sort and filter on all Tasks delegated across the system, including Tasks from Cargoes, Voyage Estimates, and Voyages.
- Individual users can use My Task List, which offers a personalized list of tasks assigned to you.
- The Report Designer offers a Task data table when you click Show All Tables. From this data table, you can build a custom report with Task details and do your own sorting and filtering. You can set a Scheduled Task to email this report on a periodic basis to ensure timely compliance (for more information, see the IMOS Messaging Service Manual).
- In Cargo Matching, you can add a Task Progress column to display the Status of Cargo Tasks.
...
Viewing Task & Alert Rules
To view the rule that defines a Task or Alert, right-click the Task or Alert and then click View Tasks & Alerts Rule.
...
- Click
- Complete the fields:
- Keep the Status up to date.
- Categories are defined on the Task Categories form.
- Set the Priority.
- To assign a Task to a specific user, enter an Owner.
- If CFGDisplayMyTasks is enabled, the Task will appear in the user's My Task List.
Nomination Tasks copied from their COA have a Basis of Load Laycan Start.
- If the Load Laycan Date changes, the Task Start Date and Due Date move along with it, retaining the Offsets.
- When you add another Nomination Task to a Cargo, its Basis is None, but you can change it to Load Laycan Start.
...
- For Tasks that have been created using a Rule Set, the following fields can be edited:
- Task Name
- Category
- Priority
- Description
Edited values appear in blue text and are not dynamically updated the next time the rule is evaluated as true. To remove the manual override and allow automatic updating to continue the next time the rule is evaluated as true, type Backspace and then Enter.
...
To add all the Tasks from a Task Group to the Cargo, VC In, Voyage Estimate, or Voyage:
...
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.
...
You can also update the Status of one or more Tasks from the Task List or My Task List.
Deleting a Task
To delete a Task, right-click it in the panel, click Delete, and then confirm the deletion.
Insert excerpt | ||||||
---|---|---|---|---|---|---|
|
Anchor | ||||
---|---|---|---|---|
|
...
Expand | ||||
---|---|---|---|---|
| ||||
|