Accessing the Shipment Screen

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You can access a saved shipment two ways; via the status screen or the shipment search screen.

Accessing a Shipment via the Status Screen

Before Getting Started

  • You are logged into the system.
  • You are assigned the View Shipment security right.

Steps

  1. Click Home in the main menu at the top of the screen. The system displays the Status screen. The contents of the status screen vary based on how you set up your status screen.

  2. Scroll down until you see the Referrals, Change & Cancellation Requests, Requests for Quote table. If you do not see the table you can update your status screen so it appears.

  3. In the Ref/Cert Number column, click the hyperlink in for the shipment you wish to manage.

Result

The system opens the Shipment screen displaying the saved values of the selected shipment.

Searching for an Existing Shipment

Why would I search for an existing shipment?

To check some of the shipment’s details or to locate a shipment that needs to be changed or cancelled.

Before Getting Started

  • You are logged into the system.
  • You are assigned the View Shipment security right.

Steps

  1. Click Shipment in the main menu at the top of the screen.

  2. Optionally, enter search criteria to narrow your search:

    • To search for a specific shipment enter the Certificate Number.
    • To search for Incomplete shipments or Templates use the Type of Shipment field.
    • To search for a shipment of a particular status, check one or more of the relevant Status checkboxes.

  3. Click Search. The matching shipment results are displayed at the top of the page.

    Note: If only one result is found, the system automatically displays the Shipment screen loaded with that shipment’s details.

    Some columns have been hidden.

  4. In the Certificate Number column, click the hyperlink for the shipment you wish to access.

Result

The Shipment screen opens and displays the saved values of the selected shipment.

Using Advanced Shipment Search

The Advanced Criteria panel allows users to search more specifically for shipments available to them within a policy.

Steps

  1. From the main menu, click Shipment. The Shipment Search screen is displayed.

  2. Click the Advanced Criteria panel.

     

  3. Enter the search criteria to narrow the search results. Note that the system will only retrieve shipments within the user's scope.

    Invoice Number

    Enter an invoice number to search for shipments associated to a specific invoice. The invoice number must be an exact match to return results.

    Primary Assured

    		 Enter the Primary Assured name to find shipments associated to that Primary Assured.
    Named Assured Enter the Named Assured name to find shipments associated to that Named Assured.
    Conveyance Class Select a conveyance from the list of available conveyance classes.
    Search Vessel By Use the Search Vessel By to choose whether you will search for a Vessel by its Name, Carrier, or IMO Number.
    Vessel

    Enter either the Name, Carrier, or IMO Number of the vessel, depending on the selection in the Search Vessel By field.

    You can search for results using the first few characters of the Name, Carrier, or IMO Number.

    If you are unable to find the vessel you are looking, for scroll down or click the down arrow at the bottom of the results to load more.
    Origin Country

    Select the Origin Country specified in the shipment's route. The dropdown field displays all active countries available in the system by ISO code.

    All shipments that originate in the specified country are retrieved and displayed.
    Destination Country

    Select the Destination Country specified in the shipment's route. The dropdown field displays all active countries available in the system by ISO code.

    All shipments that are destined for the specified country are retrieved and displayed.

Results

The Shipment Screen displays the available shipments based on the specified search criteria above.