Crew Rotation: Basic
- Eduarda Ruskim Carvalho
1 - Introduction
In this page is possible to follow-up, export to Excel and interact with the logistic schedule on a spreadsheet selecting a determined period according to the operational unit. The columns displayed can be manually managed to display only useful information to the user. The function “interact” allows the user to add events (embark and training) for workers, what will impact on other functionalities.
2 - Permissions
To access this functionality the permission “Logistic Schedule” must be given to the responsible profiles to manage the registration.
To grant this permission, read the article: Granting Access Permissions
3 - Understanding the spreadsheet
3.1 Go to the page “Crew Rotation” by: Tasks > Crew Change > Crew Rotation
3.2 Note that the columns in this tutorial may not be the same that will be displayed on your page, it is possible to configure the columns to be displayed, as we might see later. At this point we will understand what is being displayed on the page:
1 : Displays the operational unit on the page. If the unit is not defined, it will display the logistic schedule of all registered units.
2 : Determine the date period to be displayed on the page. Set the Filter (for further information, go to: Crew Rotation: Custom Filters ) on Start and End dates. Next, click on “Apply”.
3 : Actions regarding exporting.
Add: Creates a new schedule for a specific worker. This function will be further explored on Item “6 - Create new Schedules” on this Tutorial.
More Filters: Displays the spreadsheet with all possible profiles. This function will be further explored on Item “5 - More Filters” on this Tutorial.
Export to Excel: Generates an Excel file according to the displayed spreadsheet.
Previous: Displays the previous page.
Next: Displays the next page.
Settings: Indicates setting options regarding of the spreadsheet columns . This function will be further explored on the Item “4 - Settings” on this tutorial.
4 : Displays the columns with details according to Item 3 on “More Filters” and “Settings”
5 : Displays workers schedule and also allow to create new schedules as will be displayed on: Crew Rotation: Embarks, Disembarks and Generic Appointments.
4 - Settings
As seen on Item 3 from item 3.2, the function “Settings” is displayed. When clicking above the icon, the window below will open:
Field | Descrição |
|---|---|
Highlights | Set the columns highlights to improve viewing the selected information, for better understading. |
Which columns would you like to display? | Which columns may be displayed on the left part of the spreadsheet. |
Selecione as opções desejadas e clique em “Salvar”.
5 - More Filters
As seen on item 3 from the Topic 3.2, the function “More Filters” is available. When clicking above the icon, the window Worker Filters will open. On this window you can set the filters as an Excel spreadsheet.
For better understanding, let's divide it into two parts: top and bottom.
5.1 Top
On this part the display filters are:
Operational Unit Filter - Inform the OU to be displayed. This information will shown on the topic 1 on Crew Rotation page.
Events Filter - Inform the event type to be displayed.
Choose Columns - Inform the columns to be displayed, as seen on “Settings” from item 4 in this tutorial.
5.2 Bottom
Here it is possible to work with display filters that will be applied on “Crew Rotation” page. Filters may work as an Excel spreadsheet, where you can sort them alphabetically or numerically, selecting which ones should be displayed or not.
5.3 After finishing including the required specifications, click on “Apply” to confirm the function changes.
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