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Note: Voyage Instructions forms cannot be added to a Form Group.
Voyage Instructions forms can reference Voyage Manager or FOB/Delivered Cargo fields so that, when the form is sent, relevant data automatically populates.
To create and send Voyage Instructions, do the following:
Make sure necessary elements are set up in the Forms Data Dictionary.
Create a Voyage Instructions form in the Form Designer.
If the form is applicable to Voyages, link the form to a Voyage Template.
From the Voyage Manager or FOB/Delivered Cargo, send Voyage Instructions to your vessels, agents, or any counterparty you choose.
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Make sure necessary fields are set up in the Forms Data Dictionary with Use External Data Source selected:
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You can also use any Paragraph and Image elements.
Designing a Voyage Instructions Form
To design a template for sending Voyage Instructions, in the Form Designer:
Create a new form.
Enter a Title and configure the form:
Report Type: Select Voyage Instructions.
Form is applicable: Select Voyage or FOB Cargo.
Workflow: Select any of the following:
Enable Revision History: Select to add a Revision History table to the bottom of submitted Voyage Instructions forms. This table shows changes between the two most recent form revisions.
Take P&L Snapshot Upon Submission (with configuration flag CFGEnableVIFormPnlSnapshots enabled): Select to take a snapshot of the voyage P&L when a Voyage Instructions form is submitted.
Design the form, using any applicable elements.
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