How to set itinerary/ crew change as historical
This article explains how to set an itinerary as historical when the crew change has been completed.
Introduction
When the crew change has been completed - all the scheduled crew were confirmed to sign on/off or promoted - it is possible to set the itinerary as historical.
Then in the Calling Ports window you will have only current records and records for the future, it's convenient.
Contents
Step-by-step guide
There are two ways to set an itinerary as historical:
Option 1
Select the needed record and click Set Historical item under Set State:
Option 2
Open needed crew change details and click the “Set historical” icon under the Manage menu:
Click Yes to the question if you really want to set the state to Historical for this crew change.
During this, the system will perform a check if there are any unconfirmed records for this crew change or unconfirmed activities linked to it.
Let's look at some cases:
If there are unconfirmed records in crew change, it can not be set to Historical;
If there are unconfirmed records in crew change, but activities linked to them were confirmed from Activities datagroup manually, the crew change record status will be set to Confirmed as well, and after that the crew change will be moved to the Historical tab with the Historical status;
If the activity is planned, then the crew change record and the activity will be deleted during setting Crew Change to Historical. The corresponding warning messages will appear;
If there exist unconfirmed Travels for the current crew change, it will not be set to Historical. A warning message explaining the reason will be displayed.
It is also possible to select several ports at once and set them all to history.
After that these ports will appear on Historical view with .
Sometimes it happens that a crew change record is set to Historical by mistake.
Please see How to change the crew change from historical to current back section.