In ShipIntel you can add notes to vessels, ports, list of vessels, or list of ports. Add notes from the office or on the go, and find all the notes you and your colleagues have added in your notebook.
This user guides shows you how to find, manage and view the notes you have added in ShipIntel.
The Team Notebook Feature is included in both ShipIntel Essentials and in ShipIntel Pre-fix.
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Key Features of the Team Notebook
Making it easy to add and manage notes for vessels, ports, cargoes, list of vessels or list of ports throughout ShipIntel, the Team Notebook has several key features:
Attach notes to all type of activities
Add notes to vessels, ports, lists, cargoes, and more - just look for the notes options!
Add notes to cargoes for team discussions
Discuss which broker to select, if the cargo is real, and decide which colleague has the responsibility for fixing the cargo.
Add unlimited notes
Your team can add an unlimited number of notes, accessible to all members.
Easily search, filter and find your team's notes
Filter by name on any of your team colleagues.
Advanced free-search with filters and sorting
Use the free-search or filter by type of activity (subject) you want to find.
How to use the Team Notebook
1) Navigate to the Team Notebook
From the left-side menu bar, click on "Team Notebook" under Files and documentation. This should open up a view similar to the one in the picture below:
2) Find or Search for Notes
View your and your team's notes by
Scrolling in the list
Using the search bar to search for Note / Author / Vessel / Port
Filter using the dropdown menu, to filter by notes attached to Vessel, Port, Vessel List, Port List, Cargos, or Time Charters
3) Open the Note
Click on a note to view the note, along with the subject the note is attached to.
Clicking on it, will open the - in this example - Vessel Information Card, and display the note to the right, alongside the Vessel.
4) View More or Add New Notes
Add a new note directly from the noted you opened, to update your teammates, discussion the information or take a look at the subject (i.e. the vessel as in this example), or add additional notes from the Vessel Information Card.
You can add unlimited number of notes to all types of subjects and activities.
Note: You can also add documents to vessels and ports. For more information on vessel and port documents, see our user guide on the Documents Feature in ShipIntel.