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Contents

Summary

The Organisation page has the following functionality:

  • Create and maintain Organisations.

  • Assign Types to Organisations. Each Organisation can be assigned multiple ‘Types’. The Type determines the visibility that users have across vessel visits

  • Organisations marked as Shipping Line/ Agent and Stevedores are used in vessel visits.

  • Organisations are also used as a ‘Source’ when uploading a document.

Functionality

Create an Organisation

To create an organisation, click the ‘Create’ button found to the top right of the page: image-20240808-041746.png. A pop-up window to ‘Add Organisation’ will show. Complete the fields and click ‘OK’.

image-20240808-041625.png

This will add the organisation to the grid.

Multiple ‘Type[s]’ can be added to the organisation.

Edit an Organisation

To edit an organisation click the corresponding ‘Edit’ button: image-20240809-051134.png to prompt the pop-up window in which the fields can be edited.

Deactivate/Activate an Organisation

Un-check the checkbox to deactivate an organisation. It should show as: image-20240809-051533.png

Click the un-checked checkbox to activate an organisation. It should show as: image-20240809-051511.png

Filters

image-20240809-051954.png
  1. Clears filters previously selected.

  2. Search filter for text.

  3. ‘Active Only’: unchecked will include inactive records as well as active. Checked will filter for only active.


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