IMOS On-Prem - Instructions Tab - Voyage Manager

The Voyage Manager Instructions tab lists any Voyage Instructions and Revisions for the voyage. The Voyage Instructions tab of the Voyage Template stores the VFML/RDLC or Veslink forms for the Voyage Instructions format.

To delete a Voyage Instructions/Revision with status Draft, click the Del link in the Action column.

To create a New Voyage Instructions/Revision, there must be a Voyage Template containing the Voyage Instructions VFML/RDLC or Veslink forms selected in Properties in the lower right corner of the Operations tab in the voyage.

Creating and Sending a New Voyage Instructions/Revision

Using Veslink Forms

If you selected Use Veslink Forms on the Voyage Template, follow these steps:

1. Open a Voyage Instructions form:
   • To create a new form, click .
   • To open an existing form, click its Revision No.  link.
2. Edit the form as needed.
   • To edit a paragraph, click it. To help you format text, the rich text editor appears. To close the rich text editor, click outside of it.
     Note: To enable paragraph editing for templates created before May 27, 2016, you must first open and save the form in Form Designer.
     
3. Depending on your workflow and permissions, click one of the following:
   
   • : Save a draft. A new line appears in the Voyage Manager Instructions tab list with status Draft. You can reopen the form at any time to edit and save changes to the draft or send it.
   • : Open or save the Veslink form XML.
   • : Submit the form for approval.
   • : Approve the form.
   • Send the form using:
     • Veslink: Make sure that Veslink is configured to automatically send Voyage Instructions. Click .
     • Email: Click .
     The completed Veslink form appears in a new window.
     
     When configuration flag CFGEnableVIDefaultEmailAddresses is enabled (requires IMOS v7.11.4213 or later), default recipients from the Voyage Template appear. You can edit To and CC before sending.
4. Send the form:
   
   • Click .
   • If you are sending the form using email, click . The Preview text is copied to your Clipboard and, in IMOS, the form Status is updated to Submitted. Paste the text into an email and then send to recipients.

Using VFML Forms

If you selected Use VFML Forms on the Voyage Template, click  and then do the following:

1. Complete the Voyage Instructions form.
2. Click a button to send an HTML Email or a Text Email, Save (with CFGEnableVoyOrderEmailModeSave), Cancel, Print, or Copy to Clipboard.