Crew Change: Housekeeping

Contents

Global Settings

There are various options which influence Crew Change module functionality.

Global Options > Modules > Crew Change

Section 1

Use following organization creating leave activities

The option should be turned ON if leave activities need to be linked to a certain organization each time.
If this is the case, set the option and choose the correct organization.

Otherwise your Leave activities that are created during signing off will be linked to the vessel on which the person was on board

Section 2

Allow 'Vessel Transfer' selection

The option is used if there are crew who transfer from one ship to another.

  • When this option is ON, and a person is planned to be transferred between vessels, the system does not create a Leave activity for him.  One onboard activity will be closed and another onboard activity for next vessel will be created instead.

  • See Vessel Transfer section for more details. 

Allow assigning persons without a current activity

  • If the option is ON, a person can be added to on-signers list even if he has no current activity. 

Promotion Starts at ETA

The option is related to promoting persons during the same crew change:

  • If the option is OFF, the current activity is closed on ETA (Estimated Time of Arrival) date and a new promotion activity starts next day;

  • If the option ON, the new promotion starts when the record is confirmed, and current activity Date To is set to ETA minus 1 day.

Promotion uses 'Last date in current position' value

The option is used for the promotion process as well. 

  • When the option is ON, Promotion view in Crew Change will display a new column Last date current position

  • By default, this column displays the date of Crew Change. However, users can change it to an earlier date (date of crew change minus 1 day). The system will not allow to leave this field blank.

  • Based on the date input, the system will end current activity of the person on the date that is stated in the column Last date in current position. While next activity will start from date input in the column Change Date.

Section 3

Promotion comments save to Current/Next Activity and Both:

This is one more set of options related to promotion, allowing to choose if a comment from Crew Change > Promotion tab should be copied to promoted_from or to promoted_to activity or both.

Section 4

Default Column Value

It is possible to define default activity codes which will be used by Crew Change module when creating leave, onboard and travel activities.
If no default Leave/Travel activities selected (the fields remained blank), NO default Leave and Travel activities will be created. 

You can choose manually an activity type for each person in Crew Change. But these activities will be created only when you confirm the crew change.

For example, with Onboard activities, the situation is as follows:

  • If a certain type of activity was chosen as default, this type of activity will be created.

  • If no default onboard activity was chosen, the system will automatically put a sea-service activity type for an on-signer in a crew change.

It will be possible to select another sea-service activity from the list.

User cannot leave the activity field blank in crew change, like it is possible for Travel and Leave activities.

Planned onboard activity of the type you choose in crew change will be created (no need to confirm, as it is needed with Travel and Leave activities). 
Default Column Values are populated when records are created from Rotation Planning module & Activities datagroup as well. 

Here you can also set default Embarkation/Disembarkation reasons (all needed codes should be previously added in Setup > General Codes > Activity Codes/Personal Details (Embarking / Disembarking reasons).

Mandatory Check
You can set any of these codes to be mandatory.
Mandatory setting will not allow you to confirm a crew change until this value is set.

You can set Payscale Table & Code values to be mandatory when confirming a person for crew change or promotion.

Section 5

Allow change on\off-signing date and update rotation shift

This functionality is only for customers who use Rotation Planning module linked to Crew Change

When a Crew Change user adds a person to the crew change as an On-signer or Off-signer, the system checks if this person is assigned to a rotation shift. 
Input the nr. of days in the field Period in days, which will be checked by the system if there is a person on Rotation shift (plus/minus the defined nr. of days from Crew Change date). 

So, set the option Allow change on\off-signing date and update rotation shift if Crew Change users should have a possibility to add the person to a crew change, and update rotation shifts dates, as a result. 

When the option is selected, the system will behave as follows: 

When a Crew Change user adds a person to a crew change, the system will check if the person is in rotation or not. If he is, the system will display a warning to the user, informing that the person is assigned to a rotation shift with the following dates. And will ask the user if he wants to continue. 

The user can click No button, changes will be discarded (the seafarer will not be added to crew change). 
If the user chooses Yes, the person will be added to the required crew change record and removed from the crew change where he was previously. 

Rotation shift and activities dates will be updated respectively.

Global Options > Activities

Allow Overlap validation exists in Crew Change module (On/Off Signing Confirm window).

The system checks the state of the Overlapping Assignment option and shows a corresponding message if it is not selected.

Global Options > Rotation Planning

Copy rank from position to activity option influences the rank that is set for on-signer.

If this option is ON, the rank in activity details will not be updated according to Crew Change 'Rank' value.

Global Options > Payroll

There is a possibility to register the number of hours worked on sign-on and sign-off days.

If the option Manually register hours worked on sign and sign off day is ON, the possibility to register hours in Crew Change module is enabled.

A new column Hrs. worked first day appears in sea-service activity details screen (added to Activities datagroup when you sign-on a person in Crew Change) if Register working hours on sign on option is ON;

Hrs. worked last day column appears in sea-service activity details screen if Register working hours on sign off option ON.

On Promotion tab in crew change both columns can be available, depending on the state of the mentioned options.

So, If the options are ON, the system will consider the number of hours worked on those days in the day calculation.

Number of hours per day is taken as a limitation for Crew Change fields. Those values cannot exceed this field.

Rules: If the max Number of hours per day is set, for example, to 8 hours, then:

  • 4 hours worked means half a day or 0.5 day, (4 from 8);

  • 8 hours worked it is one day (8/8);

  • more than 8 hours is always 8 hours.

Organization Structure Settings

Organization Structure > Vessel Properties > Payroll > General:

If Match sea-service dates with crew change/itinerary option for a needed vessel is selected, the system will not allow users to create activities in Activities datagroup, when activity Date from, Date to, and Estimated End Date do not match crew change records for this vessel.

If the records coincide, the activity gets link to Crew Change module and the person is added to On-signing and Off-signing tabs of the matching crew change.

In similar way persons are added to corresponding On-signing or Off-signing tabs in Crew Change module, if a user update dates of existing activities and there are itineraries for these dates

Ports Module Settings

Open Ports module:

In Modules > Ports you will find a list of different ports throughout the world.

When creating crew change record manually or by importing routine, you will need these ports.

However, if you need a port that does not exist in that list, you can add it.

See Ports Module manual.