Activities

General Setup

Inputting Activity Codes 

Before working with the datagroup, you need to set up Activity codes and Activities views.
Go to the main menu Setup > General Codes, select the item Activities > Activity Codes, and input the activity codes you need.
Click button to add a new code:

Open

1. Input activity Code and activity Name (Text). The sort field defines the order according to which activity codes will be sorted in the available drop-down list when creating a new activity. Is a Passive option. If you select it, this activity code will be set passive. It will not be possible to create activities with this activity code. All existing activities of this code will be shown in grey.
   
   
   

2. Defining Activity Color
   
   It may be very convenient to define activities to be displayed in different colors, e.g. in the Rotation Planning module.
   Display Color field calls standard palette. So, it would be easy to define the color to be used.
   
   Please, note that this setting will be valid for all APM users. We recommend you to set this once and do not change it later to avoid inconveniences.
   
   
   

3. In this section, you can see various options here. They affect the work of different modules. Let's review some of them which we may need when considering the datagroup.
   
   Activity Type
   
   Select if the activity belongs to Sea-Service, Leave, Sick, Training, Travel, or Discharge type. This will define the interaction of activity with other existing activities.
   Evaluation by Type/Priority is performed based on this setting (see Evaluation by Type/Priority section).
   
   Options
   
   -   New Employment/Can End Employment - enables checkboxes Start/End Employment in Activities >Activity Details > Payroll tab:
   
   
   
   When creating an activity, the dialog will suggest activating/deactivating a person.
   
   
   
   Activity date will be used to update Personal Details > Employment tab > Employment Start/End Date:
   
   
   

   
   
   

   
   
   
   -   Generate Leave Days Paid Activity option (in Payroll > Entry Codes > Maintenance).
   If this option is set on the entry code, the activity with the option Leave Days Paid from Payroll will be created in Datagroups > Activities (where several Leave days is set to the same as on the entry code and the Entryfield2. 
   
   The activity Date from and Date to will be set to the last day of the payroll period. 
   The activity will be shown with green color in the Activities datagroup. 
   
   -   Auto Entry Also When Start From 31th – (for 30 days payroll), if the current month has 31 days and person has activity with a total of 31 days to generate auto entry, then the last day 31th will be cut off. When the option is ON - we generate a 1-day auto entry for this activity which starts from 31th, even if the total auto entry days are already 30.
   
   The Include in Sea Service Seniority Calculation option affects Payroll seniority and Sea-Service seniority calculation. 
   If this option is selected, then seniority earned by this activity will be added to Sea-Service seniority shown in Personal Details > Seniority tab. 
   
   The Sea-Service seniority in Personal Details is based on all sea-service activities and the activities that have been included in the Sea Service Seniority Calculation option set. 
   
   -   Reduce Calculation of Payroll Seniority with Activity Days - certain activities should not be included in the Payroll Seniority. So, the option allows excluding the person's activity time/period from the Payroll Seniority.
   
   -   Supernumerary - not in use/ outdated.
   
   -   Manual Liquidate Leave Days - this is used when a customer is starting up and needs to add the initial balance of Leave days. With this option on it is possible to manually edit the Leave Days field on the activity, instead of the system automatically generating it. Also, this activity is excluded from overlap evaluation (i.e. you can create other activities covering the same period).
   
   -   Work Time/Holiday – if activity refers to the work or holidays time.
   
   -   Not Reduce Auto Days. Many customers use 30 days of payroll per month, even if a month has 31/28 days.
   
   Let's consider an example: 
   
   
   

   Open

   

   
   
   
   

4. The system handles up to 2 leave accounts running in parallel. These accounts are called Leave Days 1 and Leave Days 2. This is to cover situations where one activity may have both earning and use of leave days, which is necessary under some National agreements (e.g. in Sweden). Each account may be attached to a leave accumulator. These accumulators will accrue/deduct leave based upon the various activities they are connected with.
   
   Leave Accumulators should be previously added in the General Codes > Activities > Leave Days Accumulators.
   
   
   

   
   
   The APM has 5-level rules for leave days calculation.
   More about the leave days calculation you can find in the Setting-up Leave Calculation Rules section.

5. There is a possibility to define the Estimated End Date for a certain activity type.
   This can be done by defining a number and selecting the Month or Days measurement in the Set estimated end date field.
   
   If a user doesn't define any value here, the program uses normal calculation, based on the contract duration or leave days calculation.

   
   If the option Set estimated end date is selected (quantity and measurement are set) while creating an activity code (General Codes > Activities > Activity Codes Editor) and a user changes the Date from (in Activity datagroup) - the system recalculates the EED in the following way: 

   
   
   Estimated End Date = Date from + X days/months (defined in the activity code properties)
   
   Onboard activity without the option and for a crewmember without a contract/contract with default length, and a user changes the Date from Result: EED stays unchanged (blank). 
   
   Onboard activity without the option and for crewmember with default length contract, and a user changes Date from Result: The system changes EED (according to the contract length). |
   
   
   

6. Current Entry Code Table influences Payroll calculation procedures.
   
   Here we decide what Entry Codes will be generated automatically for this activity when we use Payroll calculation.
   Select needed entry code in Available part and click .
   It appears in the Auto Generate part and Auto-generated Entry codes field above (only corresponding EC numbers).
   To remove it, select the entry code in the Auto Generate part and click .

Defining Activities Views

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

Enter Code and Text (will be shown as a title of a corresponding page). Sort is the number that defines the order of the pages. 
Include Groups. Please define what activity codes will be included in the view.
0-999 means that all activities codes with a Sort value between 0 and 999 will be included in the view.
If nothing is defined in this field, all activities 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 > Activities > Activities View:

1. 
   
   Activities view with Security Code = '0' are available for all users.

2. View Grid > Columns Definition - in this section you specify what columns will be shown in the view.
   Click and select the Heading from the available list.
   Click to delete the unneeded column.

Click OK to save the view. 

Filtering Codes for Organizations

There are two ways of filtering Activity views/categories/codes and Leave Days Accumulators codes for organizations:

• in Organization Structure;

• in Setup > General Codes.

1. In the General Codes > Activities, you can also define for which companies these activity codes, categories, views and leave days accumulators should be available.
   Select the code, click

   the button. In the dialog window, clear the checkboxes near the org. unit(s) if you want to hide this code for them:
   
   

   
   
   Click OK to save changes
   
   
   

2. In the Organization Structure,> Company Properties > General Codes view you can define what should be filtered for this company.
   By default, all records are available. If you don't want a record to be shown for a certain company, you can remove a tick near it:
   
   

Options Affecting Activities Behaviour

Global Options

There are various options in the Adonis Personnel Manager which affect work with activities.

Go to Global Options > Datagroups > Activities:

Enable Flight Bookings - if set, it becomes possible to perform flight bookings straight from the Activities datagroup.

This only works if you use a Manual travel interface for flights booking (GO > Travel Interfaces):

For all details - see Flight Details Datagroup > Manual Travel Interface section.

Go to Global Options > Modules > Rotation Planning:

Create Rotation ActivitiesorPlanned Activities. Though the radiobox is under Rotation settings, it naturally affects the work of the Activities datagroup as well. Activities are split into 2 main categories that cannot exist together. This setting defines the type of generated activities. Rotation allows only Rotation & Historical types.

We mainly use the Planned activity type that provides more flexibility and numerous evaluations. They can be coordinated from all other APM modules. This type allows creating Historical, Current, or Planned activities that give easy chronological control and controls possible activities overlapping.|

Go to Global Options > Modules > Payroll.

There exists a possibility to register several hours worked on Sign on and Sign off day. A new set of options are added:

If the option Manually register hours worked on the sign and sign-off day is selected, a possibility to register hours in Activities datagroup is enabled.
If Register working hours on a sign-on and Register working hours on sign-off options are selected: Hrs. worked first day and Hrs. worked last day fields are added to the activity details screen:

Entering Contract Information

If you need the Estimated End Date to be filled in automatically (according to the person's contract length), when creating an activity record, you need to set up default contract length.
For this purpose, you should either:

• select a contract type in Personal Details for a crewmember;

• define a contract length in payscale table properties and assign this payscale to activity.
  
  Let's view these 2 variants :

1. To use contract types in Personal Details you need to input needed contract types in General Codes > Personal Details > Contract Type beforehand.
   Click

   button:
   
   
   
   

   
   
   
   

   For each contract type, you need to input Code, Name (text), Default Length, and Measurement.

   Then you should select a contract type for a particular person in the Personal Details > Employment tab:

   
   
   

   
   
   So, when you create a new activity (Sea Service type) in Activities datagroup and input Date From Estimated End Date will be filled in automatically according to the inputted contract length. If a contract is not specified in Personal Details, the program searches for default contract length in the payscale table properties assigned to a newly created activity.
   
   
   

2. To define a default contract length for a payscale table, go to Payroll > Payscales, select the needed Payscale table, click

   Properties window opens:
   
   
   

   
   
   Set Contract default length and Measurement.

If some payscales are filtered for a certain organization, all pay scales will be shown in Payscales Maintenance for any current client.

Role of Activities for Seniority Calculation

Activities may contribute to Seniority Calculation.
You should use Payscale Table and define if an activity adds days to the Seniority calculation or not at the Activities calculating seniority tab of Payscale Table Properties:

Select a needed activity in the Available part and click . To move it back use .

For the merit calculation, certain activity codes like Travel, Office visits add days even if they are on a non-continuous contract.

The summarized period of all activities (except planned) linked to payscale that influences Seniority calculation is displayed in Activity datagroup, Seniority field:

Match Sea-Service Dates with Crew Change Option

Open Organization Structure > Vessel > Payroll tab > General:

When Match sea-service dates with crew change/itinerary option are selected, the system performs an automatic check: so that, sea-service activity dates correspond to existing crew changes (in the Rotation planning module).
If there is no crew change for any of the days, the system offers to change dates to link this activity to the nearest port.

Setting up Leave Calculation Rules 

The system handles two Leave Accounts running in parallel. These accounts are called Leave 1 and Leave 2. (in General Codes > Activity Code Details).

They are needed to cover situations where one activity may have both earning and use of leave days (which is necessary under some National agreements, e.g. in Sweden). Each account may be attached to a leave accumulator. 

These accumulators will accrue/deduct leave based upon the various activities they are connected with.

The Leave Ratio
The factor for earning leave days can be set on several levels:

• Activity;

• Company;

• Payscale Table;

• Payscale Code;

• Individual.

The primary Ratio is set in Activity Details itself (Setup > General Codes > Activities > Activity Codes).
Then there may be a Leave Factor at the Company level, which: if set, will override the activity factor.
The next levels are Payscale Table, then Payscale Code, and, at last, each person.
This means that the leave ratios, you put on the Payscale Table, will overwrite the leave ratio set on the Activity Code and Company. And again, the leave ratio, you put directly on each Payscale Code (Masters, Chief Engineers, etc.), will overwrite the ratio set on the previous levels.
The leave ratio set on each person will overwrite the ratio set on all other levels.

• If the leave factor is left blank in Activity properties/details, leave calculation is disabled and overruling does not work for this activity type.

To set the leave ratio on the Company, you should open Organization structure> Company > Payroll > Leave Days Accounting tab:

To set the leave ratio on the Payscale Table, please go to Payroll > Payscales, select the right Payscale Table & click .
Its Properties will be displayed.

1. In this window, you will find the Leave Factor section with Leave account 1 and Leave account 2 fields, where the leave ratio, different from the one in the General Codes, can be set.

2. From ver. 2017.1. We improved Leave Days calculation with regards to Payscale options Exclude Sign On day / Sign Off day from leave earning:
   These options now also handle promotion situations, ignoring Sign On/Off that appear due to a person's promotion. Only the real Sign On/Off are taken into account.
   
   To set the leave ratio on the Payscale Code, please find the correct Payscale Code in the Payscale Table & switch to the Details tab:

In this window, you will find fields Leave Account 1 and Leave Account 2 where leave ratios different from the ones in the General Code Tables and/or the Payscale Table can be set.

The last level that overrides all the others is Individual.
Leave ratios can be set individually (for the selected person) in Payroll Module > Constants tab:

Functionality

Activities datagroup is a place where you can view crew work experience.

You can open the Activities datagroup from the main menu Datagroups > icon or use Ctrl +3 hotkeys combination.
When opening, it automatically loads & displays the activities view for the person who is tagged in the crew list.
There can be several Activity views to show different sets of fields.
You can set up the views as per your requirements under General Codes > Activities View (see Setup > Defining Activities Views section).

1. Under the Manage menu, you can find various commands: 

   New - for creating new records.
   Insert above/below allows inserting activities between the already created records.
   Open - for opening existing records.
   Delete - for removing existing records.
   
   From ver. 2017.2, we provided general improvement for control of activity-dependent data.
   
   When trying to delete an activity, the application will automatically check all dependencies & show sensitive messages to explain where activity is used & why it cannot be deleted. 
   
   
   

   
   
   

   
   
   The Confirm button is accessible only if the current activity (the activity without Date To) is selected in the grid. By using the command, you can:
   Close the current activity (make it historical)
   Create a travel activity and the next activity (the type of which depends on the type of the current activity). 

   
   
   

   
   
   Depending on the type of the selected current activity defined in General Codes > Activity Codes (see Inputting Activity Codes), you can confirm either an on-signing or off-signing activity. Let us consider both cases by example.
   Confirm Off Signing activity
   Assume that the current activity is linked to a sea-service onboard activity and you need to confirm the activity. To do this, first, select the activity and click Confirm. This makes the Confirm Sign Off dialog appears:

   
   
   
   Sign Off Date. Enter the end date of the current activity. 
   
   

   
   
   Sign Off Date. Enter the end date of the current activity. 
   
   The date must be less than or equal to today's date.
   Hrs. worked last day. Specify the number of hours a crew member worked the last day.
   
   Travel Days. Set the number of days for the travel activity.
   Travel Activity. Select the travel activity from the drop-down list. The list includes only the activities for which the activity type is set to Travel. For more information on how to create an activity with a certain activity type, see Inputting Activity Codes.
   
   Leave Days. Enter the number of days for an off-signing activity.
   Leave Activity. From the drop-down list, select a left activity. The list includes only the activities for which the activity type is set to Leave. For more information on how to create an activity with a certain activity type, see Inputting Activity Codes.
   
   Organization/Vessel. The data is automatically fetched based on the organization/vessel to which the crew member's current activity is linked.
   
   Show all activity types. Select the option to view all existing activities in the Leave Activity drop-down list. 
   Once completed, click Execute.  
   
   As a result, the Activities grid is updated accordingly:
   Current and Travel activities become historical.
   A new current non-sea service activity is added.
   
   
   
   Confirm On Signing Activity
   
   Now, assume that the current activity is linked to a non-sea service activity and you need to confirm it. To do this, first, select the activity and click Confirm. This makes the Confirm Sign-On dialog appear:
   
   
   

   
   
   
   

   Sign On Date. Enter the start date of the current activity.

   
   
   Hrs. worked the first day. Specify the number of hours a crew member worked the first day.
   
   Travel Days. Set the number of days for the travel activity.
   Travel Activity. Select the travel activity from the drop-down list. The list includes only the activities for which the activity type is set to Travel. For more information on how to create an activity with a certain activity type, see Inputting Activity Codes.
   
   Onboard Days. Enter the number of days for an on-signing activity.
   Onboard Activity. From the drop-down list, select an onboard activity. The list includes only the activities for which the activity type is set to Sea Service. For more information on how to create an activity with a certain activity type, see Inputting Activity Codes.
   
   Organization/Vessel. The data is automatically fetched based on the organization/vessel to which the crew member's current activity is linked.
   
   Show all activity types. Select the option to view all existing activities in the Onboard Activity drop-down list.
   
   Once completed, click Execute.
   As a result, the Activities grid is updated accordingly:
   
   
   

   Current and Travel activities become historical.
   A new current sea service activity is added.
   
   
   

   
   
   Update Payroll Information (see Updating Activities section).
   Leave Account (see Leave Account section).
   Under the Print button, you can run Activity Summary and Activities Days reports.
   Clicking the Notes button will open a window, where you can input any notes for the Activities datagroup.
   
   If the Notes button is blue, there are no notes yet. If you have inputted some, the button changes to white.
   
   Audit Trail (See Audit Trail in Activities Datagroup section).
   
   The same options are available from right-click menu.
   
   
   

2. ALL tab displays all existing activities for this person.

   
   
   H - historical
   C - current 
   P - planned
   R - rotation
   
    

   
   
   
   

   
   
   

   Rotation and Planned activities are highlighted in different colors.
   
   See the Activity Types section below.
   
   On the bottom, you can see Total and Seniority fields:
   
   The total field shows the total days. The number can be displayed in the format Years: Months: Days.
   
   For that, the option Days in YY:MM: DD Format in the Global Options > Datagroups > Activity tab should be selected.
   Planned activities days are not included in the total amount, which is shown in the Total field.
   
   
   

   
   
   The seniority field shows the summarized period of all activities (except planned) linked to payscale that influences Seniority calculation.
   
   Setup in Payroll > Payscale > Payscale Table Properties > Activities Calculating Seniority. You should use Payscale Table and define if an activity is adding days to the Seniority calculation or not:
   
   
   

Activity Types

APM offers you a set of activity types to cover all possible situations with personnel planning:

It is used for simple planning, allowing overlaps.

Planned activities are not processed when performing evaluations for possible overlapping.
They are used for linking to crew changes & shift modifications in the Rotation module.

Historical activities cannot be modified by internal evaluation rules, as planned or current.
This is to avoid changes for past periods that can influence payroll calculation, crew changes, or any other assignments.

In brief:

BUT: It is not recommended to set this option, as it is not in compliance with common system logic & is created for processing certain situations.

Activity Details, Creating a New Activity

The Rotation Planning, Crew Change, and Course Scheduler modules should be used for generating activities for multiple crews.
Activities datagroup is used mainly for viewing the records.

It is also possible to create/update activities from here but strongly not recommended.

Click button to create a new activity for the selected person.
Activity Details are divided into static & dynamic sections:

1. Static section
   
   Is situated in the upper part of the Details window showing the most important activity data:
   Select Activity Code from the available list.
   
   All needed activity codes should be created beforehand in General Codes.
   
   See Setup > Inputting Activity Codes section.
   
   Enter Date From, Date To (for historical activities), Estimated End Date.
   
   If Estimated End Date (EED) is not defined, it will be set and nr of activity days will be calculated:
   
   according to the leave balance (for Leave activity);
   according to the contract length (for Onboard activity).
   
   If a default contract is not defined in Personal Details, then the EED is calculated according to the payscale contract (payscale code).
   If the contract was defined neither in Payscale code nor in Personal Details, then the EED is calculated according to the contract in the Payscale table.
   
   For more details, see Setup > Inputting Contract Information section.
   
   Activity Types - Planned checkbox
   
   

   
   
   Logic
   
   When the checkbox is set, your activity will have Planned mode;
   
   When it is not set and Date To is empty, activity will be Current;
   
   When the option is set and Date To is filled in (it can not be greater than today's date, in another case - the corresponding message will be shown), activity is considered as Historical.
   
   
   A person's Rank is displayed automatically. It is fetched from the Personal Details > Employment tab.
   
   If Update Rank in Personal Details option is ON in Global Options > Datagroups > Activities (see Setting Up Options Affecting Activities Work > Global Options section):
   
   If you change rank, the system checks if the Rank inactivity is the same as the one in Personal Details. If they do not coincide, the system will offer to update Personal Details accordingly. You can then choose whether you want it to be done or not by setting/clearing the checkbox in the dialog window.
   
   If the option is not set, any rank changes in Activity Details will not affect Personal Details.
   
   
   Organization/Company. By default, here is already shown an organization to which the person is linked in Personal Details.
   
   If Client Assignment option is ON in Global Options > Datagroups > Activities (see Setting Up Options Affecting Activities Work > Global Options section): 
   
   If you change it, the system checks if a Client set inactivity is the same as the one in Personal Details. If they do not coincide, the system will offer to update Personal Details accordingly. You can then choose whether you want it to be done or not by setting/clearing the checkbox in the dialog window.
   
   If the option is not set, any org. changes in Activity Details will not affect Personal Details.
   
   
   

2. Dynamic section
   
   shows information as per the selected tab on the left. Displaying data on the following tabs depends on what activity it is: onboard/leave/travel, etc.
   
   I. Sea Service.
   Here you can find vessel data (fetched from Organization Structure > Vessel Properties) and onboard details (if it's a sea-service activity).
   
   II. Payroll
   
   
   
   Here you can see various payroll data for the activity (payroll vessel, cost group, payscale table, etc.)
   
   Start Employment/End Employment is only available when you set:
   
   1) Global Options > Activities > Evaluation Checks > Start Employment/End Employment;
   2) General Codes > Activity code New Employment/Can End Employment.
   
   
   The Project drop-down list contains only the projects that are linked to the same vessel as an activity (Modules > Rotation Planning > Vessel Projects). If the activity is not linked to a vessel, the list shows all the projects.
   
   
   When creating an activity, the dialog will suggest activating/deactivating a person.
   Activity date will be used to update Personal Details > Employment Start/End date.
   
   See Setting Up Options Affecting Activities Work > Global Options section.

   
   
   Payscale Tables & Codes that have been added to activity but then set Passive - are displayed in gray font.
   
   
   III. Crewing
   
   
   

   
   This section is used if you need to know where the crew member signs on and signs off and also for choosing a reliever.
   
   Generally, this data are displayed on the Crew Change tab. But you can input needed information here if your company does not use the Crew Change module.
   
   Click 3 dots and choose Place from/to Category. If you select Free input, you can type the data manually.
   
   If you select the Airports/Ports/Cities Category, the system will propose you the variants to choose from.

   
   
   
   
   The flight details are read-only.
   It is possible to update data only in the Flight Details datagroup.
   
   IV. Additional
   
   
   Offers you 10 free-input fields for adding any necessary activity details.
   
   Labels for these fields should be set up under Organization Structure > Settings > Company > Misc:
   
   
   

   
   
   Note that these labels are displayed based on the company settings to which a person is linked in Personal Details.

   
   
   V. Crew Change
   
   
   
   Set of read-only fields (except Comments and Embarkation/Disembarkation reason fields) displaying information for activities generated from the Crew Change module.
   
   
   

   
   
   VI. Rotation
   
   
   

   
   
   
   Set of read-only fields displaying information for activities generated from the Rotation Planning module.

Insert function

There is also the Insert function which allows inserting activities between the already created ones.
To use it, you should select the activity, after/before which you would like to insert a new one and choose the corresponding button:

The Activity Details window appears, as usual, but:

a) for Insert Above the Date From field is disabled and = Date To (of previous activity) + 1 day;
b) for Insert Below the Date To field is disabled and = Date From (of next activity) - 1 day.

For inserting the above current activity the system will offer the current date as Date From, by default.

Common Entry Function

It is possible to create activities for several people at once.

To do that, tag the correct persons in the crew list simultaneously, right-click and choose Common Entry > Activity:

The further procedure is the same as while creating activities one by one.
When a new activity is created in a batch, a position is selected automatically according to the person's rank.
Persons without a rank will be skipped during the creation of a common activity.

The same functionality is available under Tools > Common Entry > Activity.

From ver. 2017.2, we improved Dates handling in activities.

If you modify sea-service activity, changing its code to non-sea service, the application will clean the Estimated End Date.
This is to avoid misusing of auto-calculation of the date that may be based on person's Contract Length that only concerns sea-service.

Add Sick Leave for Planned Activities

You can register a sick leave if a crew member has a planned activity in the Activities datagroup. In this case, the added sick leave activity will replace the period in the existing planned activity.

To get started:

1. In the Activities datagroup, select the planned activity which you want to replace with a sick activity:
   
   
   
   

2. Switch to the Tools ribbon tab > click Wizards > select Sick Registration Wizard from the drop-down menu.

To register for a sick period, follow the steps described below.

Step 1

In the Sick Period Registration Actions dialog, select one of the options:

If you choose to register a new sick period, clicking the Setup button opens the Sick Registration Intervals Setup dialog. Within the dialog, you can add periods by following the steps below:

1. Click Add Record to enable the fields to be filled out:
   
   From Day / To Day is the length of the sick leave period.
   
   

   
   
   Activity is an activation code that is fetched based on the selected activity Text.
   Text is an activity name which you want to be affected. From the drop-down list, select the name which corresponds to your Planned activity mode.
   Sick is a sick activity code. It is fetched based on the selected activity Text.
   Text is a sick activity name that you want to apply instead of the existing activity.
   A sort is an order number of the record.
   
   

2. Click OK to proceed.
   
   

When completed registering sick periods, you will get back to the Sick Period Registration Actions dialog. Click Next to proceed.

Step 2

You can now set the start and end dates of the sick activity. To do this:

1. Enter the data into the fields:
   
   Start date of Sick activity
   Expected back to Work date
   
   
   
   

   
   
   

   
   
   
   

2. Click Next to proceed.

Step 3

The wizard shows you the activities that will be generated based on the provided data:

Click Finish to confirm the sick activity registration.

As a result, the same changes are added to the Activities datagroup.

Updating Activities: General Rules

When a user opens an activity and tries to edit the activity code, the system will first check if this activity is used in any module (Rotation Planning, Crew Change, Course Scheduler, or Timecards).

The same principle works for Historical activities that were created from the Activity datagroup manually.

The system makes this restriction to avoid that due to a user mistake the system will lose important data.

It is not possible to change the Position and Activity code for Onboard activities that were created by the Rotation Planning module. This concerns both rotation and planned activities.

Updating Activities generated from Rotation Planning module

Sometimes it is needed to change pay scales, seniority, rank, or other information in activities, created by the Rotation Planning module. Not to do it one by one activity (which can take a rather long time) we implemented new functionality.
Now it's possible to enable to update payroll information for a selected rotation activity or all following activities at once.

For that, it is needed to select a rotation activity and click Update Payroll Information under the Manage menu.

The same menu will be displayed if you select the activity and right-click it.

Modification of such activities is limited with special routines in ACC to prevent losing the history:

237 Allow modifying activities after month closing
238 Allow modifying activities after month payroll calculation

In the window that appears, you can input Payscale details, Cost place and Cost group, Seniority, and Rank.
Depending on the selected Update options, it is possible to update only one activity that is in focus now or the next following activities as well. Use the options Selected and following activities or Selected activity only for that.
Instead of searching for the correct Payscale table and code, you can select the option Get Payscale from:

Once you click the Update button, the activity record will be updated with your inputted data.

Leave Account

To view Leave Account data, click the Leave Account icon on the main menu. It will show Leave Balance on a specific date.
From Date is saved from your previous inserting for this person, Balance Date as today by default.

The value does not affect any payroll calculations. It is only used as a basic parameter for Leave calculations on the screen.

Here Leave Account information is shown in four different ways, making the work easier:

• Total earned/used days;

• By Vessel/Organization;

• By Payscale;

• By Vessel and Payscale;

• Accumulator by Year.

Days Earned, Days Used (liquidated), Days Paid Off are accumulators. You can find details of how to set them up and the rules for leave calculation in the Setting Up Leave Calculation Rules section.

f the FIFO principle is enabled for an organization (Organization Structure > Company > Payroll > Leave Days Accounting > Disable calculated leave end date by vessel), the row Remaining Fractional Leave will show the fractional only, while the field Balance will contain the whole number.

The row Remaining Fractional LeaveFIFO FIFO is disabled.

Under the Vessel tab we can see leave balance on certain vessels:

Under the By Payscale tab, we can see leave balance according to payscales:

Under the By Vessel/Payscale tab, we can see leave balance according to vessels and payscales:

From ver. 2016.1, we added a new tab Accumulator By Year that displays earned leave days based on activity End Date:

Please note that so that data to be displayed at this tab, you should define the web service URL under Setup > Global Options > Web Service. 

Click the Print button to generate the Leave Account Statement report.

Audit Trail

You can check the history of activity modifications using the Audit Trail button.

The fields that have been modified for each line are highlighted yellow.

Module Codes description (columns )

Click needed activity record and you will see main information (date/time of modification, the action itself, login name, login/logout time, site ID, trail ID) in the lower part of the Audit Trail window.

Export Entries: displayed audit records that can be exported to a file of .csv format.
Filter: you can filter displayed audit records by Site ID, User name, and database Action:

All the records that do not correspond to defined values will be hidden.

Please use the Clear button to remove all the filters & display all records back.

Show Deleted: the trail will only display audit records for selected crew members & only for activities that were deleted. A record that corresponds to deletion is highlighted red:

Show Changed: the trail will display all audit records concerning the currently focused activity back.

Activities Evaluation by Type/Priority

Activities do not exist separately one from another. Any new activity also affects the ones that exist for border dates.
The system evaluates so that activities dates do not intersect.

Evaluation Type Table:

Historical activities are excluded from the evaluation process.

An activity can be a part of payroll calculations (the basis for the calculation of days for wages).

Modification of such activities is limited with special routines in Adonis Control Centre to prevent losing the history:

237 Allow modifying activities after month closing
238 Allow modifying activities after month payroll calculation

Dock Functionality

From ver. 2017.4, we introduce the new customization approach to make your work with APM even more convenient.

It allows you to dock modules (crew list, contacts) and, also, activities datagroup on the left/right/top/bottom:

So, the result can look as below:

The remaining part can then be used to display the other screens (modules, data groups) according to your needs without overwriting the Activities screen.
To reset the Dock functionality back, click Move Back from Dock button under the Manage menu.