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This article explains how to view the Rotation Plan view By Filter, which allows to combine information from separate plans in one view.
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Overview
When you click on the view By Filter you will see the following screen.
Here we apply various filters and grouping for the data that we want to see. The data is collected from all the existing active plans.
Grouping of data
In the view by Filter, you can group plan either by:
Rank/Vessel
Vessel/Rank
The grouping option is available from the Manage Menu.
Here’s what the filter looks like when you Open the planning with each type of grouping.
Rank/Vessel
Vessel/Rank
Filtering by dates
In the view by Filter, you can apply a limitation by dates . Only the data within this date range is shown.
Two options are available:
Starting from date
Days before today
Filtering by plan details
You can apply additional filters to the data that will be shown in the view by Filter.
The following filters are available:
Vessel Type
Pool
Vessel
Department
Rank
Example
If you set a certain checkbox under Vessel Type/Pool, etc., all options to the right (lower levels of organization) will be filtered accordingly.
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Let’s imagine you have 2 vessel types: River and Cruise.
If you select River vessels under the Vessel Type column - the Pools, Vessels, Departments & Ranks
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that are linked to Cruise vessels will be filtered away.
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Further, if you select some vessel - departments linked to this vessel will be available for filtering to the right, and so on.
It is important to know that By Plan lists the rotation tree based on positions as they exist in the Organization structure.
By Filter provides you the possibility to create the rotation tree based on ranks that exist in your general codes. All positions that refer to the rank mentioned will be displayed when filtering.
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The highest node of each organization level reads No Filter but
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to visualize your selections you can right-click at any column and Tag/Untag all nodes.
You can group plan either by:
Rank/Vessel:
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Vessel/Rank:
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You can also choose a Start date or Days before today from which you would like to see the planning in Time span section.
When all needed settings are in place, click Open button to see the result.
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If you miss some department or position in the list, please make sure that this department/position |
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is linked to the corresponding code in the Organization Structure |
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