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

     Info
     titleicon Alertfalse
     Alerts will only be displayed on forms e.g. Vessel is an object which means that user can create rules with Vessel fields but validation will take place in one of the forms i.e. Voyage or Estimate rather than in Vessel Details.

     
     

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