IMOS On-Prem - Tasks and Alerts Panel

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.

For forms that have Tasks or Alerts (except for Voyage Estimate Column view), the panel is expanded when the form opens; if the panel is collapsed when a new Alert is triggered, the panel expands.
The heading bar includes:
- The number of unread Tasks and unacknowledged Alerts.
- The icon for the most urgent Task or Alert. If none are urgent, the Task that is in progress appears.

You can do any of the following:

Hide or show Tasks and Alerts.
View Task & Alert Rules.
Add Tasks and Task Groups, mark Tasks as Read or Unread, update the Status of a Task, or delete a Task.
Assign or acknowledge Alerts.
View revisions, if they are available: Click
and then click Show Revisions or Revision History. To return to the Tasks & Alerts panel, click
and then click Show Tasks & Alerts.

Tutorial: Introduction to Dynamic Tasks and Alerts

About Tasks and Alerts

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: Configure Task Groups for your Chartering and Operations workflows. On the Task List, click . Add Tasks on the Tasks & Alerts panel. On the Task & Alert Rule Set List, create Rule Sets that define Tasks to appear on the Tasks & Alerts panel of a form.	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 Tasks of the following statuses: High Priority Tasks are highlighted with red. Unread Tasks are in bold. Not Started In Progress or Follow Up Completed or Canceled Not Started, should be In Progress (followed by the number of days until the Task is due) Overdue or Overdue (In Progress), should be Completed (followed by the number of days the Task is overdue) Task Groups are in italics. For Tasks with attachments, appears.	The panel can include Alerts of the following types: Error - Prevent Saving: Cannot be acknowledged; prevents form saving until the error is corrected; appears at the top of the list Error: Cannot be acknowledged; appears at the top of the list Warning - Not Acknowledgeable: Cannot be acknowledged Warning - Acknowledgeable: Can be acknowledged Warning - Acknowledged: Text reduces to what fits on one line; moves to the bottom of the list For Alerts with attachments, appears.

Global and Form-Specific Tasks

As your business grows and your processes change, you can customize where and how your team manages Tasks. On the Task form, the Object Type field enables you to configure a Task to appear on the Tasks & Alerts panel of a specific form or be globally available in the Task List.

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.

COA Nomination Tasks are copied to their Cargoes or VC Ins.

Tasks in Operations

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.

Task Compliance

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.

Hiding or Showing Tasks and Alerts

You can hide all Tasks, or Tasks that are not relevant at the moment, from your view of the panel on all forms. Click

and then select one or more of the following:

Hide Tasks
Hide Tasks Until Start Date
Hide Completed Tasks