Description

Report is designed to view persons' documents (competence/travel/medical) against Company-required setup (under Org.structure > Position > Requirements).
It is also possible to create temporary customized requirements setup, which will not affect actual APM settings, but will help to see if persons are in compliance with certain requirements.

Dialog

Vessel Pool / Vessel / Departments - to filter required vessel only
Positions - shows distinct names of positions under selected Department(s)
Date From / To - period used to define persons with sea-service activities
Display Full Name - shows first + middle + last name (when On) or last + firstname (when Off)
Display Medical and Travel requirements - allows to include Medical & Travel documents to validation
Use Custom Competences - allows to switch report logic from basing on Company requirements to any custom set of Competence codes. Company requirements are ignored completely
Columns Sort By - to apply Competence sorting based on Code/Name/SortOrder
Rows Sort By - to apply crew sorting based on Rank/Pin/SortOrder

Details

Displayed columns are the competence documents required by all positions currently onboard the selected vessel. Indicate if a required certificate is missing.

• Use custom competence
  OFF = uses Position Requirements Profile activated set (Org.structure > Position > Requirements)
  ON = verifies #PositionRequirements_Persons distinct numorgids against selected Competences. Position Requirements setup is ignored for competences, but still true for medical & travel
  For this mode logic is as follows:
  IF selected competence is required for a position - cell has gray background
  ELSE cell has no background and text "Not required"
  ELSE use standard selection for position requirements

• Coloring
  yellow = expiry date between 60 & 30 days to Dialog end date
  red = expiry date <= 30 days to Dialog end date

• Asterisk mark
  Symbol * is set if reported documented is replaced acc. to Competence Replacements settings

• Сompetence header text
  If Competence type is 'None', 'Education', 'Training', 'Language Proficiency' then header shows 'Completed', else 'Expiry'

• Сompetence cell status
  Crossmark is shown if person doesn't hold required competence. If he holds then for Completed header shows 'OK', for others 'No Expiry Date'

• Cross mark “X”- is shown if a person doesn’t hold required Competence. Also used for missing Travel/Medical documents.

• Check mark “V” - used for non-expiring Competence (with Competence type 'None', 'Education', 'Training', 'Language Proficiency')/Travel/Medical documents.

• No Expiry Date – is shown if a person has required Competence with types ‘Certificate’, ‘Endorsement’, ‘License’, ‘Medical’ and ‘Travel’.

Sample

Image Added

Logic Chart