CompassAir Web SnP Guide

 

 

Using Templates – Ship Search Results Grid

This guide is for users of the CompassAir (web version) SnP module.

Where it is felt that additional training would be beneficial, bespoke packages can be provided for both individual users as well as groups. Please contact solutions@thinkcompass.io for more information.

1.23   #1      WORKFLOW – I WANT TO CONFIGURE THE SHIP SEARCH RESULTS GRID ACCORDING TO SHIP TYPE

Having searched for a particular type of vessel the results are displayed in a grid, the columns appearing originally being defined by the “default template” (see 1 below).

The columns can then be customised using the gear icon (see 2 above). Once the user has selected and applied the new format the template can be saved using the drop down menu at 1 above, selecting “Add Template”, a pop-up window appearing into which can be saved the new template name.

Similarly, templates can be changed from the selection in the same drop-down menu. The reason for doing this is that many columns only apply to particular types of vessel, for example, the column “Cabins” is irrelevant when searching for tankers. As well as producing a smaller, more manageable grid, restricting the number of columns, i.e. deleting those that are not appropriate, also speeds up the search.

It should be noted that this “templates function” is available on all screens, including for example “Purchase Enquiries”. Also, that when CompassAir is closed the last template in use will be the one that is loaded initially after next logging in, and which can be changed as above.