Contents

Global Options Setup

There are several places in the Adonis Personnel Manager where you can define how you would like Rotation Planning to function.

Let's begin with the Global Options.

Modules > Rotation Planning

Open

Create Rotation or Planned Activities section
Set Planned Activities option to define which activities type will be created when a rotation plan is activated.
Planned Activities provide more flexibility and numerous evaluations. Activities can be coordinated from all other APM modules. This type allows creating Historical, Current, or Planned activities that give easy chronological control and verify possible activities overlapping.
As an exception and external needs, the Rotation planning module can generate rotation activities.
But, please note:

There is no overlapping validation for such activities;
Estimated End date does not exist for rotation activities;
They are created already with Date for future activities.

Set of Shift Dates Overlap options allows to define if the shifts in your rotation plan are overlapping or not, and what kind of overlap you need:

0 Days Overlap (onboard period defined under shift definition code);

1 Day Overlap extra half day at Sign On/Sign Off (shift length = onboard period defined in shift definition code + 1 day (as 0,5 extra day is count for sign On + 0,5 extra day for sign Off);

1 Day Overlap keeps existing shift length (shift length = onboard period defined in shift definition code, but next shift will start on the end date of the previous shift).

These rules work when activating a plan, adding a position or shift(s) into an existing plan, expanding the plan.

Limit Rotation Planning to the Current Client. If ON, only those rotation plans are displayed in Rotation Overview, which are assigned to vessels below selected current client.

Limit Persons Selection to the Current Client. If ON, in 'Assign Person' selection you can assign only persons linked (in Personal details) to the open current client. 

Allow Personal Activities maintenance. If set, you can review Activities details on Rotation Planning screen. 
Just click needed assigned shift; the activities are displayed like blocks under graphic part, click an activity and its details are seen at the bottom of the screen, e.g.: 

Open

Copy rank from position to activity. If ON, Rank in activities is updated according to the Position, to which the person was assigned in Rotation Planning.

It is also possible to enable the option Update Rank In Personal Details (in Global Options > Datagroups > Activity) and if both options are selected, activity will get Rank that is corresponding to Position in Rotation Planning, and if this activity is current, Rank in Personal Details will be updated correspondingly.

Allow blank gap activity selection when removing assignment. When the option is ON, it is possible to leave the Activity field blank when removing a person from a rotation shift. No activity will be created, and the person will just be removed from the shift.

Default GAP activity. It is possible to define which activity type should be used as default for creating gaps in Rotation Planning module.

Add persons to crew changes without using Confirm flags option allows you to confirm on/off-signing & adding persons to crew changes without necessity to use 'Confirm Sign On'/'Confirm Sign Off' options under:

Setting flags (C) on a shift:

As a result, crew members are automatically added/confirmed for corresponding crew changes once assigned to a shift. 

If a shift modification affects person's activity linked to another shift (dates are modified) then system performs adding to crew change not only for target shift but for any modified shifts as well. 

Please note that it only works if modified shift belongs to the same plan as the target one and if Rotation is 'linked' to Crew Change. 

Display person's seniority in rotation shift. If ON, an additional field Person's Seniority on this tanker type is displayed under Shift Details tab:

Modules > Payroll

There is a possibility to register a number of hours worked on Sign on and Sign off days for payroll purposes:

If the option Manually register hours worked on sign and sign off day is selected, a possibility to register hours in Rotation Planning module is enabled.

Hrs. worked first day and Hrs. worked last day fields are added (for manual input) to the Shift Details tab, if Register working hours on sign on and Register working hours on sign off options are selected:

Datagroups > Activities

The Register Extra Days option enables the possibility to register extra days in the Rotation Planning module. On enabling, select the approach to be applied:

• Shift with Extension (Extra Days Activities) allow adjusting shifts on the gantt chart by extending or advancing them. Such shifts can be linked to any activites.

• Single Shift (Extra Days Virtual Activities) allows defining a number of extra days to be registered and activity codes (SignOn/Off). Such shifts use virtual activities for the Payroll calculation. The corresponding values appear in Sea-service Activity Details > the Extra Activity tab:

For more information on how to register extra days, see Register Extra Days.

Creating Rotation Codes and Views

Plan Codes

It is possible to create views in Rotation Planning module (to separate vessels or departments) and define what rotation plans (codes) will be shown on each view:
For example:

Later any view can be hided for some user levels in ACC if needed.
First of all you need to create rotation codes and define on what views these codes will be shown.

Go to the General Codes > Rotation Planning > Rotation Plan Codes and add plan codes you need.

Click New button

button and fill in all required data:

Enter:
Code – is unique Adonis alpha-numeric code. It can be numbers (1, 2 ,3 10) or letters, as you want.
Text – is descriptive name.
Sort – is sorting of the code. The codes with the smallest number will be shown first in the selection list, the ones with biggest number will be shown last.

'0' means the very first.

Also, this value is important when creating rotation views, where we define what rotation codes (with what Sort number) will be displayed under certain rotation view. Please see Rotation Views section below.
Is Passive: set to make current code passive.

Click OK to save the code.

Plan Views

After adding rotation codes, you can define one or more rotation views.
Each view will be shown as a separate tab in the Rotation Planning module (to filter plans for different vessels/departments, etc.).
For every view, you can define what plans will be shown under the corresponding tab (Include Groups field).
Besides, you can set up separate access rights for certain views in ACC. It means, that one view can be visible for some users and can be hidden for others.

The result can look like below:

To add view, go to the General Codes > Rotation Planning > Rotation Plan View, click

button and fill in all required data:

1. Please enter:
   Code - unique Adonis alpha-numeric code.
   Text - the value of this field will be shown as a title of the corresponding tab. 
   Include Groups - here you define what rotation codes will be included into the view.

   E.g.: 0-20 means that all rotation plans, codes of which have a Sort between 0 and 20, will be included into the view.

   In our example, only codes with Sort = 7 under this view.
   If nothing is defined, all codes will be shown in the view.

   Security Code field. When a security code other than '0' is defined, it is possible to set up different access rights to this view for different users. This can be done in ACC > General Codes > Modules > Rotation Planning:
   
   

    

2. In this way, you can define Write access for some users, Read to other users, and do not give any access (None) to the view for some users at all.

   Rotation views with Security Code = '0' are available for all users.

3. Columns Definition - in this section you specify what columns will be shown in the view.
   Click

   at the bottom and select the column you would like to see in this view.
   Click

   to delete unneeded column.

Click OK to save the view setup.

Rotation Reports

If you have one or several customized Rotation reports, you can enable them in the Rotation Planning module > under Print button.

For example:

Go to General Codes > Report Generator > Customized Reports Groups:

Create a new Customized Report Group (e.g.: Rotation) > select Modules: Rotation-130 option.

Here you need to import all reports relating to Rotation Planning to this new report group you've just created in Gen.Codes:

After you are done, all customized reports from Rotation group will be shown in Rotation Planning module.

Linking Rotation to Crew Change

It is possible to set up the Rotation Planning module to work in synchrony with the Crew Change module.

This is done to have a good overview of Rotation Planning, as well as to be able to check off/on-signers in Crew Change.

In this way you can plan rotation (assign persons to the shifts, make updates, etc.) in Rotation and then confirm on/off-signers in Crew Change module.

To 'link' them, please set Match Sea-service dates with crew change/itinerary option for a vessel in Organization Structure > Vessel Properties > Payroll/General:

As a result, if any crew change (calling) port is registered for corresponding vessel in the Crew Change module, it will appear as small rectangle that corresponds to Crew Change dates in the same line with the vessel name on Rotation Shift Gantt:

For all details, click here