Creating a New Note/Remark

Using this feature crew managers can make a note or a remark about a particular crew member. These are comments made internally by the manning agent or personnel within a pool which can range from a simple remark to an opinion on the crew member's performance and conduct.

Security for viewing or editing notes/remarks can be defined when setting up Roles.

Screen Navigation: Personnel - Profiles - Notes/Remarks link

 

Adding a New Note/Remark

To add a new note/remark for a crew member:

1. From the HR Manager main menu, click Profiles under the Personnel menu.

2. Ensure that the crew profile for which you want to add a note or remark has been loaded. Use the Personnel search field to search and select the relevant crew profile.

Note: To use a previously saved list of crew, click the search icon in the Personnel search field to use the Personnel List feature on the Simple Search window. Use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile.

 

3. After you have loaded the crew profile record, click the Notes/Remarks link.

 

4. On the Notes/Remarks screen, click New to activate the fields and then, enter the relevant details in the following fields:

 

Field

Description

Commented By

This will be pre-filled with the user name of the person logged in. However, you may still make changes to this field.

Commented Date

Use the calendar function to select the date the comment is made. This defaults to the current date.

Comments

Enter any comments pertaining to the crew member.

5. Click Save after you have completed your entries. The note or remark you have just created will now be listed in the table on the Notes/Remarks screen.

6. Click in the Attachment column if you would like to include any attachments. Use the Upload Manager to select and upload the relevant attachments.

 

 

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