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Contents

The ability to view and edit has been restricted from users. Icon: image-20240918-234714.png

  • to be added to user guide homepage.

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

To edit an address, click the button: image-20240809-052433.png this will prompt a pop-up window with multiple tabs for the billing, physical and postal addresses. These fields can be filled out.

image-20240809-052542.png

The icon button: image-20240809-052701.png clears all entered address details in that tab.

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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