Create Activities when Signing On/ Off
Contents
This section is dedicated to the workflow for companies that use Create activities when Signing On/Off option turned ON in Global Options > Rotation Planning:
Activities are created only when a user confirms on- or off-signing of a crew member to the shift.
A person should be assigned to the shift first, otherwise Sign On/Off cannot be performed.
Please use the Assign Person button or use the same menu in the right-click popup form.
The Find Form will appear & you will be able to select the correct person.
See Assigning and Removing Persons section for all details.
On/Off-signing confirmation is performed using standard functionality of shift's right-click menu or by corresponding manage buttons.
No Planned activities exist in this case.
Signing On
Click needed shift, select Sign On from right-click or Manage menu.
In appeared window confirm the date and click Sign On button.
When Signing On - the current sea-service activity is created.
If any previous current activity exists, it is set Historical with:
DateTo = Date From (Sea-service) -1 day
Corresponding activity will appear on Shift Activities tab:
And in Activities datagroup:
You cannot perform sign-on and generate current se-service activity for a person if he has previous Planned non-confirmed activities.
If any exist, you will get a warning message:
You need to check and close them first.
Signing Off
Then confirm sign off in the same way (only for today or for the past dates):
Enter the Sign Off date (time if needed), select one of three options.
When Signing Off - system prompts a user on which type of non-seaservice activity should be created:
It offers Leave by default, but any non-seaservice type can be selected.
Click Finish.
This leave activity is added as Current with:
DateFrom = SignOff date + 1 day
The sea-service activity is set Historical with:
DateTo = Sign Off date
Changes apply to Activities datagroup, too: