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Home > Voyage Reporting > Forms & Form Groups

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Info

Requires the Voyage Reporting module.

To open the list of forms, in the Forms and Vessels workspace, click Forms on the left side.

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  • To edit a form, click its name on the All Forms tab.

  • To edit To edit a form group, click its tab.

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Importing Forms

To import forms:

  1. Click .

  2. Click Choose File and select the Zip file of forms to import.

  3. Click . The forms that will be updated appear.

  4. To change which values the new forms overwrite, click Show Overwriting BehaviorThe uploaded forms overwrite the existing ones.

  5. Select any values that you do not want to overwrite, and clear any values that you want to overwrite.

  6. Click OK.

Exporting Forms

To export forms:

  1. Click .

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  2. Add forms to be exported:

    • : Add all forms to the list.

    • : Add a selected form to the list of forms to export.

    • : Remove a selected form from the list of forms to be exported.

    • : Remove all forms from the list.

  3. Click .

  4. Select the location on your computer where you want the forms saved and click Save. The forms are saved as RDL, VFML, and XML files inside a Zip folder.

Updating Standard Forms

Veson Nautical periodically releases new versions of standard forms. To update your standard forms to the latest version:

  1. Click . If there are new versions available, they appear:

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  2. Click .

Adding a New Form Group

To add a Form Group:

  1. Click .

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  2. Type a Name for the form group.

  3. Select Options. These control the behavior of form submissions by vessels associated with the form group.

    • You can hover over underlined fields to see their definitions.

    • Default Upcoming Ports Control GMT Offset to Report Date/Time selection: The GMT offset selected for Date/Time automatically populates in the upcoming ports grid, but users can change the GMT offset for any ports in the grid.

    • Show Shore Gross field in Cargo Handling row details(requires Onboard): On the Cargo Handling form, a Shore Figure field appears above Charterer in row details. The field appears as Shore quantity on the the Onboard SOF Report and (with configuration flag CFGCargoLossControl enabled) maps to the GSV Shore field on the Cargo Handling Cargo Loss tab. AnchorCustomizingFormsCustomizingForms

  4. To customize the forms in this group (optional), click: 

    to expand a section.

  5. Under Included Forms, select forms from the Available Forms list to add to the new form group.

  6. Under Vessel Assignments, select vessels from the Available Vessels list to assign to the form group.

  7. To save the new group, click .

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Sending Forms to a Vessel

To send forms to vessels:

  1. Click .

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  2. To send the forms to the vessel email address, select the Send to Vessel Email check box. 

    • To send to additional recipients, select the Use Additional Recipients check box and type additional email addresses in the field.

    • To change or add a Vessel Email for a vessel, on its Vessel Contacts tab, add or amend the vessel's email address and save. The new email address should be visible in Voyage Reporting a few seconds after a refresh of the page.

  3. Select the check boxes for the vessels you want to send the forms to.

    • To filter vessels, begin typing in the Filter field.

    • To select all vessels, select the check box at the top of the list; you can then clear check boxes for individual vessels.

  4. Click Continue.

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    Information for the selected vessels appears. If you want to change something, click Back.

  5. When all is correct, click Send Forms.

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