Sailing Schedule templates allow you to specify the search criteria for sailing schedules you will need on a regular basis, and schedule the results to be sent to you through e-mail. In addition, you can elect to share your templates with other company users.
Manage Sailing Schedule Templates allows you to create, modify, share, or delete sailing schedule templates.
When creating a sailing schedule template
you are creating a list of queries for sailing schedules that you want
CargoSmart to search for automatically.
From My CargoSmart Center:
Select Manage Sailing Schedule Templates
Choose 'Add New Template' and select Go to create a new template
Edit the sailing schedule template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tip: Before saving the sailing schedule template, you may elect to share the sailing schedule template with company users.
You may create a sailing schedule template
based upon your own template, a shared company template, or a shared associate
company template if your associate has elected to share sailing schedule
templates with your company through the Relationship Manager.
From My CargoSmart Center:
To retrieve one of your sailing schedule templates:
Select Manage Sailing Schedule Templates
Choose a sailing schedule template under My Templates tab
Select Edit Template...
Edit the sailing schedule template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tip: Before saving the sailing schedule template, you may elect to share the sailing schedule template with company users.
To retrieve a shared company sailing schedule template:
Select Manage Sailing Schedule Templates
Select My Company Templates tab
Choose a sailing schedule template
Select Copy to My Templates
To retrieve a sailing schedule template that is shared with your associate(s):
Select Manage Sailing Schedule Templates
Select Associate Company's Templates tab
Choose a sailing schedule template
Select Copy to My Templates
Tip: Associate company's templates are only available if the Administrator of an associate company has granted sharing rights to your company on one or more sailing schedule templates.
From My CargoSmart Center:
Select Manage Sailing Schedule Templates
Choose a sailing schedule template under My Templates tab
Select Open Template
Select Edit Template...
Edit the sailing schedule template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tips: CargoSmart
only enables you to replace a modified sailing schedule template that
you originally created. To modify and save a sailing schedule template
created by another user, rename and save it as your own template.
If you modify and replace a shared sailing schedule template that you originally
created, CargoSmart will automatically replace it in My
Company Templates and Associate
Company's Templates lists.
If you enter a new name, you will save a new template and your original
template will remain unchanged.
From My CargoSmart Center:
Select Manage Sailing Schedule Templates
Choose a sailing schedule template under My Templates tab
Select Delete...
Tips: If you
delete a sailing schedule template which has a defined schedule, CargoSmart
will automatically remove it from your scheduled requests.
Select Refresh on Sailing Schedule
Templates to see the refreshed template list after you add, delete or
modify sailing schedule templates.
CargoSmart only allows you to delete a sailing schedule template from My Templates. You may not delete a sailing
schedule template created by another user.
If you delete a shared sailing schedule template from My
Templates, CargoSmart will automatically remove it from My
Company Templates and Associate
Company's Templates lists.
From My CargoSmart Center:
Select Manage Sailing Schedule Templates
Choose 'Add New Template' and select Go to create a new template
Complete the sailing schedule template form as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Share with users in my company
Select Save Template
From Sailing Schedule Templates:
Choose a sailing schedule template under My Templates tab
Select Open Template
Select Edit Template...
Edit the sailing schedule template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Share with users in my company
Select Save Template
Tip: To share a template with associates it must first be shared with your company.
To receive a sailing schedule from a template
via email immediately in addition to any scheduled delivery, you will
need to run the sailing schedule template by using the method below:
From My CargoSmart Center:
To retrieve one of your sailing schedule templates
Choose a sailing schedule template from Receive Sailing Schedule
Select Go, or
Select Manage Sailing Schedule Templates
Choose a sailing schedule template under My Templates tab
Select Receive Report Now...
To retrieve a shared company sailing schedule template:
Select Manage Sailing Schedule Templates
Select My Company Templates tab
Choose a sailing schedule template
Select Receive Report Now...
To retrieve a sailing schedule template that is shared with your associate(s):
Select Manage Sailing Schedule Templates
Select Associate Company's Templates tab
Choose a sailing schedule template
Select Receive Report Now...
Tip: Associate company's templates are only available if the Administrator of an associate company has granted sharing rights to your company on one or more sailing schedule templates.