Housekeeping

Access Rights

The possibility to view, read and edit datagroups information;
create/add new codes and views in General Codes, etc. depending on the security level and user's access rights set by the administrator in Adonis Control Centre (Routines, Fields, and General Codes tabs).
See Adonis Control Centre manual.

Creating Codes and Views

To set up proper work with datagroups, you will need to create/add various codes and views.

Creating Codes
Let's review an example of adding codes for Travel Datagroup.
Go to Setup > General Codes > Travel Documents > Travel Document Codes.
Click the button to add a code.
Adding a document code, you should provide the detailed data describing its peculiarities, e.g.:

Open

1. Enter Code – unique Adonis alphanumeric code. 
   Text – code name (description). 
   Sort is used to define the order according to which the documents will be sorted in the datagroup.
   '0' means the very first.
   Is Passive - Set this option for the code which you do not want to be in use anymore (or for some time).
   All linked documents will be kept but it will not be possible to add a new record with this code.

2. Passport/Seaman's Book/Other - please define what document type you're adding.

3. Only Allow One Document. Set this option to make not possible to add more than 1 travel document with this code for each single person.
   Restriction. If the crew member has a Medical, Travel and Competence record with restriction option set, it means that he/she is not physically able to perform some kind of work or not able to operate on certain vessels, or should be located close to port in case if his health condition gets worse, etc.
   This information will be seen in Crew Change/Rotation Planning module. So, if a crew member is assigned onboard, and he has a medical, travel or competence document with this option enabled, the system displays a warning.

4. Mandatory section - please set the checkbox for the field(s) that must be obligatory filled when adding the corresponding document in the datagroup.

5. Default 'Expiry Date' period - please define the number of time units that will be added to your document Issue Date and set as Expiry Date by default. 
   Please also define the Measurement that should be used. 
   E.g. if you set Period = 10 & Measurement = Days, then adding a document & setting its Issue Date as October 3, 2017 you will be offered the Expiry Date as October 13, 2017.

          Click OK to save the code.

Defining Views
After inputting Travel documents codes, you need to define one or more views.
Each view will be shown as a separate page in the Travel Documents datagroup.
For every view, you can define what travel documents will be shown on a corresponding page.
Go to Setup > General Codes > Travel Documents > Travel Documents View, click button to add a view.
We recommend you to create at least one view - ALL - to show all the travel documents:

1. Enter Code.
   Text will be shown as a title of a corresponding page/view.
   Include Groups. Please define what travel documents codes will be included into this view.
   
   
   

   Open

   

   
   
   0-999 means that all the travel documents with Sort value between 0 and 999 will be included into the view.
   If nothing is defined in this field, all travel documents codes will be shown in this view.
   Security Code field. When a security code other than '0' is defined, it is possible to set up different access rights (Read, Write, None) to this view for different users' levels.
   This can be done by an administrator in Adonis Control Centre > General Codes > Travel Documents View:
   
   
   

   
   
   
   

2. View Grid > Columns Definition - in this section you can specify what columns will be shown in the view.

3. Click and select the Heading from available list.
   Click

   to delete the column.
   Click OK to save the view.

Filtering Codes and Views for Organization

Any general code/view can be set unavailable when working under certain organization level.
This can be done by 2 ways:

• in Setup > General Codes using the diagram icon near Code field :
  The organization structure tree will be displayed from Concern to Company level.
  You can clear the checkbox for the level where you want selected general code to be unavailable.
  You can use Search field as well as Tag/Untag All buttons to simplify procedure.
  Click OK to save the settings.
  
  
  

• in Setup > Organization Structure > Organization Properties > General Codes:
  
  A document type, that does not have a tick near its name, is not shown for the organization:

Click Apply to save the settings.

Setting Mandatory Fields 

Before adding a new person record or working with various datagroups, you can set some form fields to mandatory to make sure all the necessary personal data is provided.
To do this, navigate to Setup > Organization Structure > Company level > Properties > Mandatory Fields. You will see the fields combined into groups:

1. Select the appropriate check boxes for the fields you want to set as mandatory.

2. Click Apply to save the selection.

Mask on Name Input

In the Global Options it is possible to enable mask input on the name fields used in personal and next of kin details.
The mask defines the location of the different name fields when they are concatenated into one string to be shown in the crew list, reports, etc.
The mask accepts the following characters:

To enable the mask input, put set Use mask on name input option.
This will enable the edit box for the mask.

For example:

The mask L_F_M will give this name concatenation Lastname Firstname Middlename

The mask T_L,_F will give this name concatenation Titlename Lastname, Firstname