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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

     icon

     • title

     false

     • Tasks and Alerts will only be displayed on forms

     e.g.

     • .

       For example, a Vessel is an object, which means that

     user

     • you can create rules with Vessel fields, but validation will take place in one of the forms

     i.e. Voyage

     • such as the Voyage Manager or Estimate rather than

     in Vessel Details

     • on the Vessel itself.

       • Address Book
       • Cargo Name
       • Port
       • Vessel
         

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

Adding Rules

Rules consist of Conditions (or Groups of Conditions) and Results.

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1. Create a new report.
2. Design the report.
   1. Select the Cargo, Time Charter, Voyage, or Voyage Estimate primary table.
   2. Click the + button to join the Alert table.

Available fields in Alerts table:

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Is Acknowledged

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Acknowledged By

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Acknowledged on Gmt

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Applies To ID

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Applies To

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Primary User

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Type

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1. 1. You can view the table's available fields in the Data Dictionary.