To create an Embargo subscription, you must have the Embargo Party to Waybill role access.
Create an Embargo Dashboard Profile
Create a dashboard profile to view embargoes that match specific criteria and use it for notifications.
Steps to create an embargo profile
- From the main menu, select “Dashboard”.
- Select “Create Profile”.
- Enter the “Embargo Profile Name” and choose criteria for notifications.
- Select checkboxes to exclude target types: “Commodity”, “Waybill Parties”, “Umler Equipment”, “Geography”. - Optional. Select “Mark as Default Profile” to make it the profile that opens when you select “Dashboard”.
- Use the search icons to narrow results as needed.
- To search for a Umler Equipment Type Code, select “Equipment Type Groups”. - Select “Save”. Relevant embargoes appear on the dashboard.
Edit an Embargo Dashboard Profile
Update the criteria or settings of an existing dashboard profile.
Steps to edit an embargo profile
- From the main menu, select “Dashboard”.
- Select “Edit/Delete Profile”.
- Make your updates.
- Select “Save”.
Delete an Embargo Dashboard Profile
Remove a dashboard profile you no longer need.
Steps to delete an embargo profile
- From the main menu, select “Dashboard”.
- Select “Edit/Delete Profile”.
- Scroll to the bottom and select “Delete”.
Cancel changes to an Embargo Dashboard Profile
Exit profile editing without saving any changes.
Steps to cancel profile changes
- From the main menu, select “Dashboard”.
- Select “Edit/Delete Profile”.
- Select “Cancel”.
Create an Embargo notification from the Dashboard Profile
Subscribe to notifications based on an existing embargo profile.
Steps to create a notification
- From the main menu, select “Dashboard”.
- Select the “Embargo Profile” you want to subscribe to.
- Select “Create Notification”.
- Profile information pre-populates some fields. - Select “Issue Subscription”.