User Interface

The section is an overview of the Crew List module interface, its commands, and its basic usage.

To get started, click the Crew List button on the Modules ribbon. The module becomes active from the Manage tab where you can start managing it.

Open

Auxiliary Panes

Auxiliary panes are available in the Crew List module. They provide quick access to the most commonly used functions. When active, the panes appear both on the left, right, and top sides of the crew list:

Open

You can customize the View pane layout so that it helps you work as efficiently as possible. To do this, switch to the Layout ribbon tab, click the View selector button and select one of the following options:

• Navigation Pane is a standard view selector. The View pane appears on the left-hand side of the crew list. It contains various views combined into groups.

• Tree View provides a tree-view layout of the pane. The view groups appear as folders and views are presented as their child items.

• Window Tabs make the views appear as tabs at the top of the crew list. Under this selector, the view groups are not available.

• Callout Pane allows you to hide the pane and, thus, increase the space in your crew list window. Click to display the View pane and select a view.

Find Pane

Within the Find pane, you can initiate the search through the currently open crew list. To open a pane, use one of the methods below:

• Go to the Manage ribbon tab and click the Find pane icon in the Person group.

• or Go to the Layout ribbon tab and click the Find pane button in the Grid group.

Specify a search criterion and click Find. The search results will be displayed as highlighted in blue.
To remove a search criterion, click Clear.
For more information on how to set specific search criteria, see Search.

Info Pane

Besides, you can group the pane fields into categories. To create a category, proceed as described below:

1. Click Customize… at the bottom of the pane.

2. In the Customize dialog, switch to the Categories tab and click New.
   
   

3. Enter a category name and click OK to proceed.

As a result, a new category name will appear in the Categories pane. You can now drag it to the pane.
If you need to temporarily hide some fields, you can move them to the Rows tab of the Customize dialog.


To revert the changes in the Info Pane structure, click Reset.

Crew List Grid Layout

In this section, you will get to know how to You can customize the grid layout. The following options are available

Grid Lines

Gridlines are the faint lines that appear between the cells in the grid: horizontal and vertical lines. You can customize the gridlines by choosing to make them visible or invisible. To do this, proceed as described below:

Switch to the Layout ribbon tab and click the Grid Lines button in the Grid group.

In the drop-down list, select which gridlines you want to be shown:

• Both display both vertical and horizontal lines in the grid.

• Vertical displays only vertical lines in the grid.

• Horizontal displays only horizontal lines in the grid.

• None hides all the lines in the grid.

Crew List Rows

This section provides detailed instructions on how to change the column's layout which affects the crew list view.

Set Row Height

If you want to reduce or expand the row height, use one of the methods described below:

Adjust the height of the cells to fit the content

1. To make to whole content appear through the grid cells:

2. Switch to the Layout ribbon tab.

3. Click Cell Auto Height in the Grid group.

4. As a result, the grid rows may be different in height because the rows automatically expand to accommodate the content size.
   
   

Autofit the row height based on font size

1. To adjust the row height so that it fits the text font size:

2. Switch to the Layout ribbon tab.

3. Click Best Fit for Row Height in the Grid group.

4. As a result, all rows have the same height, but the content may be partially displayed. As you increase or decrease the font size in the grid, the row becomes taller or shorter, accordingly.

5. By default, all rows in the grid have the same height. Besides, there is a small amount of whitespace between the grid lines.
   
   

Fix Row

You can fix rows so that you can view their content while scrolling to another area of the grid. To do this, follow the steps below:

Switch to the Layout ribbon tab and click Data Row Fixing in the Grid group.

Point to the left-most side of the selected row to make the icon appear.

Click the icon and select one of the options:

• Fix to Top

• Fix to Bottom

When fixed, a row is marked with a special pin icon on its left-most side. Click the icon and select Unfix to release the row.
The number of rows for fixing is not limited.

Crew List Columns

This section provides detailed instructions on how to change the column's layout which affects the crew list view.

Set Columns Order

You can reorganize grid columns by moving columns so that they change the original in a different order than they were originally:

1. Select a column by clicking its header.

2. Hold down the left mouse button and drag the cursor to the column before which you want to place the selected column.

3. Drop the selected column when an insertion pointer appears.

Sort Column

You can sort column records using one of the following methods:

• Right-click the header of the column in which you want to sort records. In the context menu, select the sorting order: Sort Ascending or Sort Descending.
  
  

• Simply сlick a column header. Each click makes the switch between ascending and descending orders. Next to the column header, there appears an arrow up or an arrow down indicating ascending and descending sort orders, accordingly.

To revert to the order of the initial records in the column, select the Clear Sorting option from the context menu.

Filter Column

You can filter records to view only the data that you want to be displayed in a column. To do this:

1. Hover the mouse cursor over the header of the column in which you want to filter records.

2. Click the filter button to the right of the column header.

3. In the drop-down list, check the option by which to filter the column records: Hover the mouse cursor over the header of the column in which you want to filter records.

Another way for filtering records:

1. Switch to the Layout ribbon tab and click Filter Row in the Grid group. This makes the filter bar appear at the top of the crew list grid.

2. Select the column in which you want to filter records and enter the filtering criteria.

Besides, you can establish compound criteria for filtering:

1. Select the (Custom…) option from the drop-down list to make the Custom Filter dialog appear:
   
   

2. Select the filtering criteria from the drop-down lists and combine them using the AND/OR operators.

3. Click OK to proceed.

As a result, you will get the list of records meeting the preset criteria. The criteria for filtering appear at the bottom of the application window.

To clear filtering, select the (All) option from the drop-down list.

For more information on how to perform conditional filtering, see the Filter Records section.

Set Columns Width

You can adjust the column width which is up to your needs. There are two ways to expand or reduce the column width:

• Set the column width to automatically fit the content.

• Adjust the width of a single column manually.

To autofit, follow the steps below:

1. Right-click the header of the column you want to resize:
   
   

2. From the context menu, select the Best Fit option to autofit the current column or Best Fit (all columns) to make all the grid columns fit the content width.

To manually change the width of a single column:

1. Select the column that you want to change.

2. Drag the boundary of the selected column header.

Group by Column

You can group the grid records by a column header to create a more compact view of the grid. To activate the feature, use one of the methods:

• Switch to the Layout ribbon tab and click Group by Box button in the Grid group.

• Right-click the column header by which to group the records and select the Group by Box option:
  
  

• Right-click anywhere in the crew list grid and select Grouping and Sorting > Group by Box.

Now, drag the selected column header to the area appearing above the crew list grid.

In addition, there is another way you can use to access the feature:

1. Right-click the column header by which you want to group records.

2. Select the Group By This Field option.

As a result, the grid records appear as combined into groups:

In the same way, you can reorganize grid records so that they are displayed in a tree view. Simply drag the column headers to the area above:

To collapse or expand the grid records one by one, click or accordingly.
To collapse or expand all the grid records, use one of the tips below:

• Click Collapse All or Expand All in the Organize group on the ribbon bar.

• Right-click the area next to the column header by which the grouping has been performed and select Full Expand or Full Collapse:
  

To revert to the standard grid layout, select the Clear Grouping command from the context menu or click the Reset button on the ribbon.

Crew List Layout Gallery

APM preserves the last modification made to the grid layout even after closing the application. However, you can set various crew list layouts and store them in the layout gallery. For this, use the functions in the Customization group:

On setting the layout of the crew list, do the following steps to save it:

1. Click Save As… in the Customization group of the Layout ribbon tab:
   
   

    

2. In the Save Crew List Layout dialog, enter the layout caption and its description.

3. Click OK to proceed.

As a result, the grid layout is added to the gallery. To access it, click and select a layout tab under the Tabular view layout group:

To replace the layout of the currently selected tab, click Save Current.
To remove a layout tab from the gallery, select it and click Remove.
To restore the default layout, click Reset.

Housekeeping

APM allows customizing settings related to both the application management and the crew list views. This section provides step-by-step instructions on how to get everything set up.

General Setup

You can perform a one-time setup that may affect the procedures of the module-specific features.

To get started, first, switch to the Setup ribbon tab and click Global options in the Application group.

When the Global Options dialog opens, go to Datagroups > Crew List – Personal Details > General tab:

• Check for Duplicates

  To avoid adding duplicate records to the database, you can define certain data to be checked as unique. To do this:

  Go to the Setup ribbon tab and select Global Options > Datagroups > Crew List - Personal Details > General tab to view the fields for duplication check:

  Select the fields to be checked as duplicate in the Fields for duplication check on new person section as well as set the way you want to apply for duplication check: Check the full name, Check field only.

  Click OK to apply the changes.
  From now on, the selected option(s) will be checked for duplicate values. You will be prompted if the input is duplicated.

• Mask on Name Allows defining the sequence of different name inputs when they are concatenated into one string. For this, click to display the Mask on Name dialog.
  Select the Use mask on name input to enable the Mask field. Now, you can modify the default mask (L_F_M) by entering any of the predefined masks and separators. Once entered, the name pattern will be applied in the Example field.
  
  

• Age validation If selected, the system prevents a user from adding a person whose age is out of the range defined in the Minimal and Maximal fields.

• Store employee pictures in the database. You can choose whether to Store employee pictures in the database or a local folder by indicating the path in the Path setting employee picture field. In case any option is not selected, the application stores pictures in the Data folder, by default.

• Allow Manual Promotion. If selected, the option allows changing a person's rank manually in the Personal Details data group.

• Limited Vessels Under Current Org Unit. On selecting, the option reduces the Payroll Vessels list to the number of vessels available in the current organization unit.

• Select the Address Street Nr option to make a separate field appear next to the Address field. A new field is specifically designed for a person's street number. The option affects all the Address fields in the application.

Mandatory Fields

Before adding personal records, you can define some fields as mandatory to make sure all the required data is provided. To do this:

Switch to the Setup ribbon tab and click the Organization structure button to make the following dialog appear:

Select the organization to which you want to apply the changes.

In the Properties group, choose to click Mandatory fields to see the available options.

On the Person tab, select the fields to be checked as mandatory.

Click Apply to confirm.
On adding new crew list records, the application will check if all the mandatory records are specified. You will be prompted if any required records are missing.

Records Validation

To enable the validation of inputted records, follow the steps below:

On the main menu, select the User Options option:

In the User Options dialog, go to Program > Validity.

Select the Check person ID validity option to make the system check whether the Personal ID number is entered in compliance with the defined format.

Select the Check bank account no validity option to make the system check whether the entered bank account number is a 9-digit number that corresponds to a standard bank account format (9 digits).

Click OK to apply the changes.

Communication Setup

In this section, you will get to know about the initial steps required to configure communication settings.

Configure SMTP Server

Before sending an email from APM, you need to configure an SMTP server handling the process of email delivery. To do this, go to Setup > Global Options > General:

Fill in the fields:

• Protocol. Set SMTP as a preferred email delivery protocol.

• Server. Enter the server address used to send emails. If maintained by Adonis, enter the Adonis server address.

• Port. Enter the port number via which an email will be sent to SMTP.

• Sender Name. Enter the name you would like to be displayed for sending emails.

• Sender e-mail. Enter an email address you would like to be used for sending emails.

On completing, click OK to apply the changes.

To enable an encrypted connection to an SMTP server, click the Authentication button:

Select the Perform SMTP Authentication (RFC 2554) checkbox. This enables the fields to be filled out:

User name. Enter your account's SMTP user name.

Password. Enter your account's SMTP password.

Sender e-mail. Enter the email address you want to be displayed when sending emails.

Select the security certificate from the Security drop-down list.

Click OK to save the changes.

Configure E-mails

To perform a one-time setup for sending e-mails to persons, go to the Setup ribbon tab and select Global Options > Datagroups > Crew List - Personal Details > E-mail tab:

In the Mass e-mails group, select one of the fields to be set as default for a recipient e-mail address:

• Send via TO Field. If selected, the recipient address is automatically added to the To field.

• Send via BBC Field. If selected, the recipient address is automatically added to the BBC field.

Selecting Send via BBC Field enables additional options which allow predefining an input in the To field:

• Use senders(users) e-mail address into Field. If selected, the user's e-mail address is automatically added to the To field (accessible if the user's e-mail address is indicated in View Profile, otherwise, you can manually enter it). The option takes effect only if a recipient's e-mail address is in records.

• Use the following e-mail address in the TO field. Enter the e-mail address to be automatically added to the To field, in case the option is selected.

Besides, you can set a delimiter to be used to separate several e-mail addresses written in a single field. Simply select it from the E-mail addresses delimiter drop-down list.

Configure SMS

To enable the possibility to send an SMS message, you need to perform several easy setups. For this, switch to the Setup ribbon tab > Global options > General:

In the SMS Broker group:

1. Enter the data provided in your Enrollment letter after registration:

   • SMS Gateway

   • Login

   • Password

2. Click the Test URL button to verify whether the specified URL is valid.

3. In the Displayed Sender field, specify a sender's name that will be shown as a sender for an SMS recipient.

4. Click OK to confirm the changes.

Configure Dial Action

To contact persons by phone, it is necessary to make a simple setup. For this, go to the Setup ribbon tab > Global options > Crew List – Personal Details:

In the Dial Action group, make the following setup:

1. Select the Dial using the TAPI option.

2. Enter the prefix dialing digits for access to an outgoing line.

3. Click OK to confirm.

Alternatively, you can set Skype or Lync as your default messenger. Simply, select the Pass dial information to dialer application option and enter the path to the executable file of your preferred messenger. Then specify the Parameter:"/call to:" for Skype or "tel:" for Lync.

Create E-mail Report Group

APM allows storing reports arranged in the correspondent report groups.
To create a report group:

Go to the Setup ribbon tab > General Codes > Report Generator > Customized Report Groups.

Click the New button on the ribbon to make the dialog appear:

Enter the record details.

• Code (mandatory field), a unique numeric APM code.

• In the Text field, indicate the full name of a new report group and its alternative name, if needed, in the Alternative field.

• In the Sort field, define the order number of a record (where 0 means the first record in the list).

• In the Is Passive field, specify whether the code is to be active or passive. Passive codes appear as disabled.

• In the Security Code field, enter a number larger than 0 to define the permission levels to the record.

• In the Options section, make the following changes:

• Select the Reports used in the Employee email module check box to make the group accessible from the Email Report.

• Select the Document Type from the drop-down list. If you want to create a new document type, go to Enclosed Document Codes in General Codes.

• Indicate a Sender E-mail address. If the field is skipped, the application uses the user's email address specified in Adonis Control Center.

Click OK to proceed.

Once the group is created, you can now add a report to the group. For this, go to the Modules ribbon > Report Generator and import a report to the selected group.

Crew List View Setup

You can generate a crew list view specifically designed for filtering records based on certain criteria. After the first APM installation, it is recommended to import Default Ports

To do this, proceed by following the steps below:

1. Switch to the Setup ribbon bar and click General Codes.

2. On the Structure pane, click the Crew List category to expand it and select Crew List View.

3. Click the New button in the Actions group of the Manage ribbon tab to make the dialog appear:
   
   

4. In the General Code Editor (Crew List View) dialog enter the record details:

   • Code (mandatory field), a unique numeric APM code. The allowed range is from 10 to 999.

   • In the Text field, indicate the full name of a new crew list view and its alternative name, if needed, in the Alternative field. The View Name is an alphanumeric code that is automatically assigned.

   • In the Sort field, define the order number of a record (where 0 means the first record in the list).

   • In the Is Passive field, specify whether the code is to be active or passive. Passive codes appear unavailable.

   • In the Security Code field, enter a number larger than 0 to define permission levels to the record.

   • In the Highlight Expiry Field section, define the number of days before expiration you want the system to alert you. The feature correctly works only in case a crew list view contains a date column.

   • Select the Ignore organization properties setting for the crew list when the selected client is a vessel if you want to ignore the organization crew list settings and display only the records where vessel_numorgid=selected client (vessel).

   • Select the Enable Replication option to make the view accessible to other users.

   • Select the Crew List option to display the view only in the Crew List module or Find Form to make the view available in all Find Forms within all the application modules.

5. Save the record.

Once all the options are set up, you can see the view settings specified in the Options tab. By default, the system uses the mandatory fields for creating a view:

• PIN

• NUMERIC

• EMPLOYMENT START DATE

• EMPLOYMENTENDDATE

Customize View

To customize the crew list view, follow the steps below:

1. Click the Query Builder button. The Fast Query Builder Designer dialog appears:
   
   

    

2. Select the column names you want to be a part of the crew list view.

3. Click to proceed.

As a result, the selected data will be added to the list of view settings.

Create View Group

To create a view group:

1. Go to the Setup ribbon tab and click the General Codes button.

2. On the Structure panel, click the Crew List code category to expand it and select Crew List View Groups.

3. Click the New button in the Actions group of the Manage ribbon tab. The General Code Editor (Crew List View Groups) dialog appears:
   
   

4. Enter record details.

   • Code (mandatory field), a unique alphanumeric APM code.

   • In the Text field, identify the full name of the code and its alternative name, if needed, in the Alternative field.

   • In the Sort field, define the order of airport codes in the drop-down list (where 0 means the first record in the list).

   • In the Is Passive field, specify whether the port code is to be active or passive. Passive codes appear as unavailable.

   • In the Security Code field, enter a number larger than 0 to define permission levels to the record.

5. Click OK to save the records.

The created view group will become available in the View pane section.

Functionality

This section contains the description of the Crew List module commands. By following the guidelines, you will get to know how to work will be well on your way to working with the module.
To access the module commands, go to Modules > Crew List. The Crew List module becomes active and the application switches to the Manage ribbon tab.

Common Tools

In this section, you will get to know about the basic tools of the Crew List module.

Navigate function

You can navigate through the entries in the current crew list using the tools in the Navigation group:

To navigate to the entry that goes before the selected entry, use one of the following tips:

• Click the Previous button in the Navigation group.

• Press Page up on the keyboard.

If the first entry is selected in the list, the Previous button will be disabled.

To navigate to the entry that goes after the selected entry, use one of the following tips:

• Click the Next button in the Navigation group.

• Press Page down on the keyboard.

If the last entry is selected in the list, the Next button will be disabled.

In the Navigation group, click First to navigate to the first entry in the list or click Last – to the last entry. Besides, you can use the mouse wheel to scroll up and down the crew list.

To refresh records in the current grid, click Refresh.

Edit function

You can edit the crew list by using the Cut, Copy, Paste functions.

To copy records, first, you need to select them and use one of the following methods:

• In the Temporary Clipboard group of the Manage ribbon tab, click Copy.

• Use the CTRL+C shortcut key combination.

• Right-click anywhere in the crew list, select Edit > Copy from the context menu.

To cut records, first, you need to select them and use one of the following methods:

• In the Temporary Clipboard group of the Manage ribbon tab, click Cut.

• Use the CTRL+X shortcut key combination.

• Right-click anywhere in the crew list, select Edit > Cut from the context menu.

To paste the copied and/or cut records, select the row after which you want to paste the records. Once selected, use one of the tips below:

• In the Temporary Clipboard group of the Manage ribbon tab, click Paste.

• Use the CTRL+V shortcut key combination.

• Right-click anywhere in the crew list, select Edit > Paste from the context menu.

Moreover, you can paste the records into external documents.

To remove the last copied and/or cut records from the Clipboard, use the Clear button.
To temporarily clear the active crew list, click Clear Crew List.

Print function

To print the currently open crew list, use one of the tips below:

1. Click Print on the main menu.

2. In the View group of the Manage ribbon tab, click Print > Ad Hoc Report from the drop-down.

3. Right-click anywhere in the current crew list and select Print > Ad Hoc Report from the context menu.

Selecting Print on the main menu gives you instant access to the print options:

Select a printer from the available printer list.

In the Settings group, set the page range to be printed:

• Print All Pages prints the whole document.

• Print Current Page prints the page that is currently displayed in the Preview pane.

• Custom prints the range of pages specified in the Pages field.

If multiple Copies are defined for printing, you may need to specify the page order of the document:

• Collate prints the pages subsequently.

• Uncollated prints the pages grouped by page numbers.

Select the orientation of the paper:

• Landscape Orientation

• Portrait Orientation

Select the paper size for printing from the available options: Letter, A2, A3, A4, A5, B4, B5.
For more print options, click Page Setup and define page properties accordingly:

Once all the print options are set up, you can preview the document pages one by one. A scroll bar is available to the right of the previewed page. In addition, at the top of the page preview, you can see the applied margin sizes (left, top, right, bottom, header, footer); at the bottom of the page preview – the total number of pages in the document, number of the currently previewed page, paper size and document status.

Search function

You can perform the search through the list of crew members by a certain criterion. To do this, use one of the following:

• Click Find Person in the Person group.

• or Right-click anywhere in the crew list and select Search > Find Person.

In the Columns section, select the column name in which you want to perform the search.

In the Value section, set the search criterion.

In the Search type section, specify the way to be used for searching:

• Case-sensitive (disabled if the criterion is supposed to be a number) to distinguish between uppercase and lowercase text values.

• Exact Match to search for values meeting the exact input.

• Partial Match at Beginning to search for values by first inputs.

• Partial Match Anywhere to search for values meeting the specified criterion at any place of the search value.

• Keep tagged persons to show the selected crew members after performing the search. For more information, see the Tag function section.

Once the search criteria are set, click Find to show the results. You can switch between the search results in either descending or ascending order by clicking or accordingly.
Besides, you can perform the search through the whole crew list grid. For more information, see Find Pane.

Dock function

You can manipulate the crew list position. By default, the crew list fits the width of the application window. To relocate the crew list, click the Dock button in the View group and select the desired position:

• Dock to Left

• Dock to Right

• Dock to Bottom

• Dock to Top

As a result, the crew list takes the view of a panel located on the selected border:

Besides, you can fix the Crew List panel on the border and make it displayed as a tab. This feature is useful if you work with various modules simultaneously. To do this, click in the upper right corner of the panel:

To hide or show the panel, simply hover the mouse over the Crew List tab.

If you want to get back to the multiple document interface, use one of the tips below:

• Click Move Back from Dock in the View group of the ribbon.

• Right-click anywhere on the panel and select Undock to MDI.
  
  

Export function

APM allows you to convert files to various formats: HTML, XML, XLS, XLS, PDF, and TXT.
There are several ways you can use to access the Export function:

• On the Manage ribbon tab, click the Export button.

• On the main menu, select the Export option.

• Right-click anywhere in the crew list and select the Export option in the context menu.

Once completed, select the file format into which you want to convert the file and save the file to your file system.

Select function

Within the crew list, it is possible to select persons one by one or all persons with one click. This feature is particularly useful if you want to apply an action to a group of persons. To do this, use one of the following buttons in the View group of the Manage ribbon tab:

• Tag all to select all the persons in the list.

• Untag all to deselect all the persons on the list.

• Invert tags to invert the selection. This means that all persons currently selected will be deselected and vice versa.

The same options may be accessed from the context menu. For this, right-click anywhere in the crew list and select Edit > Tag all/Untag all/Invert tags:

Besides, the application provides several techniques for selecting records:

1. Drag the mouse in the grid to select a set of rows.

2. Use the CTRL+A key combination to select all the rows in the grid.

3. Hold down the CTRL key and click the row(s) you want to select.

4. In the Grid group of the Layout ribbon tab, click CheckBox Row Selection. Once the feature is active, each row gets a check box on its left-most side. Click a check box to select a row.
   
   

Filter Records function

APM provides a wide range of tools for filtering records based on various criteria.

Adonis Query is a powerful built-in search engine that enables you to filter records quickly and accurately. The feature lets you hide unimportant data and focus only on the data you're interested in. When you create a filter, you set criteria for the records you want to display. The filter then searches all the records in the crew list, finds the ones that meet your search criteria, and displays only them.

The functions are available in the Selection group of the Manage ribbon tab:

To specify a criterion:

1. Click the Saved Queries button. In the Adonis Query dialog, find the field by which you want to create a filter and click its corresponding … button. On clicking the button, you can set a field-specific criterion:
   
   

    

2. On setting filtering criteria, specify the option to be filtered:

   • From All Persons

   • From Selected Persons

3. Click Select for instant filtering.

To remove a single specified criterion, select it and click Clear. To remove all the criteria, click Clear All.
For other filtering opportunities in the application, refer to the Filter Column section.

On specifying the filtering criteria, you can save the selection for further reference. To do this:

1. Click Save at the top of the Adonis Query dialog and set the save location:

   • Common Queries which is a common selection.

   • My Queries is a private selection.

2. Select one of the options to display the Save Dynamic Selection dialog where you can find a list of previously saved selections.

3. In the Save Dynamic Selection dialog, click New to set the name of a new selection:

4. Click OK to confirm.

As a result, the selection will become available from either the Common Queries or My Queries option.

Set Font function

The font set is available in the Font group of the Layout tab:

You can set the following attributes:

• Font face

• Text size

The attributes can be separately defined for the cell and header content.

Add Person

Before adding a new personal record to the database, make sure the crew list view is set to Standard. Otherwise, a new personal record may be added but not available in the selected view.
To open the Create New Person Record dialog and specify the initial personal data:

• Click Create in the Person group of the Manage ribbon bar.

• or Right-click anywhere in the crew list group and select Edit > Create.

Organization/Company allows you to assign a person to your organization. Click the Browse button to select the desired organization.
The PIN is a unique numeric identifier of a person. It is automatically assigned based on a set of pins valid for your site (set up in Adonis Control Center).
Batch Input, if selected, allows adding multiple personal records in a row.
In the Name Details section, fill in the following fields:

• Title of a person (Mr., Ms., Mrs.).

• First name (mandatory, by default).

• Middle name.

• Last name (mandatory, by default).

• Maiden name.

• Calling name.

• Initials.

• Name Suffix

In the Personal ID section, indicate the birth Country and personal ID number.
Select the Birth Date from the drop-down calendar. Based on the set birth date, the Age field is automatically set.
Indicate a person's gender: Male, Female.

Define Relations

You can specify the level of interpersonal relationship between crew members. For this, select two crew members in the crew list grid and use one of the following tips:

1. Switch to the Tools ribbon tab and click Set Relations. Clicking the command expands a list of relations:
   
   

2. Right-click the selection. In the context menu, point to Set Relation and set the level of interpersonal relationship to one of the options: Excellent, Good, Average, Poor, Very Poor:
   
   

Besides, you can define close relations between crew members. This functionality is specifically useful for couples who want to work onboard the same vessel. To do this:

1. Select two crew members in the Crew list grid and right-click the selection.

2. In the context menu, point to Set Relation and select Define. Selecting the option makes the Personal OnBoard Details dialog appear. By default, the second-listed crew member is fetched.
   
   

3. Select the relationship type in the Relationship drop-down list and the interpersonal communication in the Mark drop-down list. The Relationship list of values is fetched from the Relationship Codes list in General Codes. To add/edit/delete relationship codes, go to Setup > General Codes > Family > Relationship Codes and use the commands on the ribbon.

4. Click OK to apply the changes.

On completing, get back to the crew list grid and double-click any of the selected crew members, go to Onboard > Relations to view the assigned relative or close relation:

To assign an additional relative and/or close relationship:

1. Select the same two crew members in the Crew list grid and right-click the selection.

2. In the context menu, point to Set Relation > Define. When the Personal OnBoard Details dialog appears, search for a crew member you want to define as a relative using one of the methods below:

   • In the Direct Input tab, enter Pin or search by Name. Searching by name enables you to set the search type: Partial Match at Beginning or Partial Match Anywhere.
     
     

   • In the Crew List tab, select a crew member from the available list:
     
     

      

3. At the bottom of the dialog, select the relationship type in the Relationship drop-down list and the interpersonal communication level in the Mark drop-down list.

4. Click OK to apply the changes.

Contact Person

In this section, you will get to know about the various means you can use to get in touch with a person.

Send E-Mail

Before getting started, please note that sending e-mails requires the initial setup to run properly. For more information, see the Configure E-mails section.
To send an e-mail, first select a person to whom you want to send it and use one of the following methods:

• Switch to the Manage ribbon tab and click Send Mail in the Communication group. On the main menu, select Send Mail.

• Right-click the selected person and click Send Mail in the context menu.

The command opens a dialog allowing you to compose an email as well as add an attachment and an electronic signature:

Enter the recipients' email addresses to the appropriate fields:

• To is predefined based on the E-mail settings (for more information, see Set E-mail ).

• CC is used to send a copy of the message.

• BCC is used to send a blind copy of the message so that a recipient's e-mail address is not seen by other recipients.

• The subject is a summary of the message.

To attach a document to the email, click the Attach File(s) button and specify the path to the file. The attached document will be then available in the Attachment(s) area of the dialog.
Enter the text of the message or choose to load a file with templates by clicking the Load file button.
When you are done composing your email, click Send.

Phone Person

The easiest way to contact a person is to make a phone call. Before getting started, please note that contacting a person by phone requires the initial setup to run properly. For more information, see the Configure Dial Action section.

Select a person you want to call and do one of the following:

• Switch to the Manage ribbon tab and click Phone Person in the Communication group.

• Right-click the selected person and click Phone Person in the context menu.

The command opens the dialog displaying the phone numbers of a selected person. Select a phone number to be dialed and click . You will see the Microsoft Phone Dialer window, where you can start enjoying the conversation.
Please note that other messengers like Skype and Lync can be set up to be used for phone calls as well. 

Send SMS

You can send SMS messages directly from APM. Before getting started, please note that sending an SMS requires the initial setup to run properly. For more information, see Configure SMS.
Select a person or persons to whom you want to send an SMS and use one of the following methods:

• Switch to the Manage ribbon tab and click Send SMS in the Communication group.

• Right-click the selected person and click Send SMS in the context menu.

The command opens a dialog allowing you to compose a short message:

Type the message in the Message Text box and click Send.

Please note, that in case several mobile phone numbers are specified, the system will select the phone number with the highest priority. For phone numbers with the same priority, SMS messages will be sent to all phone numbers.

You can also load a pre-composed message text from an external file:

1. Click the Message menu and select the Load option:
   
   

2. Specify the path to the file and click Open.

As a result, the file content will be loaded to the Message Text box.

Email Report

For quick and easy report maintenance, APM allows you to reduce the whole procedure to selecting person(s), customizing report parameters, and sending a report as an attachment. To get started, use one of the tips:

• Switch to the Manage ribbon tab and click Email Report in the Communication group.

• Right-click the selected person and select Email Report in the context menu.

Clicking the command opens the dialog with a set of reports combined into groups (for more information on how to generate report groups, add reports to the groups, and make report groups available in the Email report list, see the Create Report Group section):

Select the report you want to send and specify the options on its left-hand side:

1. In the Selection group, define the persons to whom you want to send the report.

2. In the Output group, select E-mail the report. You can also Distribute the report to make it appear in the Enclosed Documents of the affected crew member(s).

3. Select Protect PDF file with a password to allow setting a password that corresponds to Personal ID, Birthdate, or Personal ID (birthdate if empty).

4. Click Execute to run and send the report.

Once completed, you will receive the corresponding message.

In case for any reason, sending an email report has been interrupted, on module restart, the system allows you to resume the process:

• Click Yes to make the system continue generating emails for crew members who have not been previously handled.

• Choose to click No. The module will display additional buttons on the ribbon: Resume and Abort to continue or cancel the process, accordingly.

To facilitate reporting, APM enables you to customize the report parameters and, thus, avoid generating a report per person. To get started:

1. Select a report and choose to click Preview in the Output group on the left-hand side.

2. Click Manage to display the Manage Email Reports dialog:
   
   

3. Double-click the report or select it and click Open at the bottom of the dialog to view the report details:
   
   

    

   In the General tab, you can enable/disable the possibility to edit and/or view certain parameters during the report generation. Besides, you can specify the Value that will further be used as predefined.
   
   

4. Switch to the Email tab to create an email you want to send together with an enclosed report document. To do this, fill in the fields:

   • The subject of the email.

   • Body of the email.
     
     
     Besides, you can use such dynamic placeholders as [Pin], [FirstName], [LastName], [MiddleName], [Title], [Encryption Type]. When sending an email with such placeholders, they will be replaced with the data defined in the system for a certain recipient. Encryption Type is a placeholder for either Personal ID or Birthdate based on the option set under the Protect PDF file with a password checkbox (see the Email Report section for more information on the Email report options).

5. Click OK to proceed.

On completion, you can now customize the parameters and initiate the report generation.

For this, select the report and click Execute:

The report parameters are displayed based on the setup performed in the previous step. It means that some parameters may be restricted for editing or hidden and some of them are mandatory for proper report generation. Once you specify all the necessary data, click OK to initiate generation. When completed, the generated report appears on the screen.

 Select View

 A view is a special conditional statement intended for filtering records in the crew list. You can find numerous views on the View Pane located on the left-hand side of the crew list. APM provides a set of Default Views as well as enables you to create your views based on your specific needs. For more information on how to create views, see Customize View section.

 Default Views

The system provides a set of predefined crew list views assigned to codes from 0 to 9. Such views are hard-coded and, thus, cannot be modified or removed:

• Standard shows the most common person-related columns from the database.

• Current Activity shows the database records containing open activities for today’s date.

• Last Appraisal displays the database records containing the issue date of the last appraisal. The view also includes the End Date of the last Sea Service activity. A color-coded system will warn you in green, yellow, and red colors when this interval gets too big. The fields showing the Last Promotion Date and Next Promotion Date are also included in this view.

• Highest Competence shows the competence records with the lowest Sort Order, normally the license.

• Family shows the details of the family member with the lowest Sort Order, normally 0 or 1.

• Payroll shows details of the content on the Constants and Rates tab in Payroll.

• Payment shows details from the Payment tab in Payroll.

• Expiry shows the first document to expire within the following document groups: Passport, Competence, Medical, and Travel. A color-coded system will warn you in green, yellow, and red colors when the expiration date is coming up.

• Extended shows all fields from each of the other tabs. It is primarily used for the Partial Crew List printing function.

You can also customize a crew list view based on your needs. For more information, see the Crew List View Setup section.