Using the Planning Overview

To view an overview of planned crew:

1. From the HR Manager main menu, click Planning Overview under the Planning menu.

2. The Planning Overview screen is displayed.

3. Use the search fields to carry out a search for the planned crew you want to view. In the From and To date fields, enter a date range within which the search should be carried out.

4. Then, in the Vessel field, enter the Vessel/s that you want to display in the Planner. You may make your selection from the Vessel Lookup window as well. Alternatively, if you do not make a selection here, then planned crew from all Vessels will be displayed.

5. In the Pool field, you can filter the overview of the crew planning that you have carried out for you vessel by Pool.

6. In the Rank field, you can choose to narrow the crew that will appear in the planner based on their Ranks. Only the Ranks selected will be displayed in the planner. Alternatively, if you do not make a selection here, then all Ranks for which activities have been planned within the specified date range will be displayed.

7. Finally, in the Nationality field, you can filter the overview of the crew planning by Nationality.

8. Click Search. The planned crew based on your search criteria will be displayed in the Planning Overview.

(Note: The information displayed can be sorted by Vessel. The sorting of these vessels will follow the Sequence Number and then the Vessel Name, as setup on the Vessel Particulars screen of each Vessel.)

Note: Use the legend to help you quickly see the status of the crew planning activities in the Planner.

Switch Views:

Using the available drop down list, you can switch between a Monthly View and a Weekly View.

a) Weekly View:

b) Monthly View:

Make Date Adjustments:

You can make date adjustments as required by dragging the time-line of a particular crew member. Please note that you can only make adjustments based on future dates. Any changes made will be automatically reflected in the crew member's Activity records after you save the change.

View Details:

You can mouse-over a crew member's name in the planner to view the details of his schedule for a particular period, for instance, to check if the crew member will be sailing or on a course on that date. Comments made on the Activity Details screen are also displayed in this pop-up.

Search for Reliever or Plan Specific Crew

Please refer to the topic: Search for Reliever or Plan Specific Crew.

Export the Planner:

The Export Option on the Planning Overview screen consists of Data View, Chart View and Data & Chart View. Click any of these links and the currently displayed planner (based on your search criteria) will be generated in a Microsoft Excel file (you can either select to view it directly or save it to your computer). If you have selected to generate a combination of data and chart view, the information will be displayed in two separate tabs in the Microsoft Excel file.

Display crew members on multiple vessels:

If you have selected more than one vessel, then the crew members will be displayed for the multiple vessels. Crew rotating on all the selected vessels will be displayed as well:

Display Manning Requirement

You can select the Show Manning Requirement check box and click Search to filter the planning overview to include the ranks that have been set up for the default scheme on the Manning Requirements screen for the selected vessel. The numbers displayed next to the ranks indicate the number of positions required for that particular rank.

When you right click on a crew member in the planner, these options are available for selection:

Change Activity Dates and Status:

Apart from this, you can change activity dates and status for a crew member by right-clicking on the crew member in the planner and selecting Activity Details. The change can be carried out as long as the Activity’s status is not set to ‘Confirmed’. The Activity Details pop-up window will be displayed. You can then change the Start and End dates and the Start and End Status as required.

Send Email:

Right click on a crew member in the planner and select ‘Send Email’ to send an email to the crew member informing them of the planned activity.

Link and unlink Relievers

To link a reliever to a crew member, select the crew member who will be signing off, hold down the ‘Ctrl’ key on your keyboard and then select his replacement. Right-click and select ‘Link Reliever’ from the menu. A red arrow will be displayed between the selected crew members to indicate that they have been successfully linked.

To unlink relievers, select the crew member who is linked to a replacement, hold down the ‘Ctrl’ key on your keyboard and then select his current replacement. Right-click and select ‘Unlink Reliever’ from the menu. The red arrow between the selected crew members will be removed to indicate that they have been successfully unlinked.