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We recommend creating new person records when Crew Pool is opened as a current client. This means: an office, agency etc organization unit needs to be opened as a current client. Remember that the system will automatically suggest linking the new person to this organization in Personal Details. You will have a possibility to choose something else depending on your access rights. It is a good practice to use the same organization opened as a current client, as the organization the person needs to be linked to.
Note: we do not recommend having a vessel opened as a current client when creating new person records.
The view to use when creating a new person should be Standard. It contains basic criteria of displaying persons, so when a new person record is created, you will see him/her right away in the view.
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Same logic can be used when updating personal profiles, when adding various documents and scans: Crew Pool/office/agency used as a current client and Standard view as an active crew list view.
We do not recommend using a vessel as a current client, as the vessels in most cases are set up to display persons based on their onboard contracts. While the person whose profile is being updated, might be not planned onboard yet, so you might not find the person under a vessel.
Searching for persons in Crew List
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Remember to search within all All persons - including Employed and Terminated.
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You might find it weird that nr of persons veries under various crew list views and organizations.
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First of all, if it is the same open client but you click between views and see the different nrs. That : that is fine, as the views have various rules behind, based on which they display nrs. E.g. for a Standard view showing base info on the person, the nr of persons might be exact. While e.g. Missing Requirements view, that builds crew list based on the fact if they miss a certificate, plus a person will be displayed as many times as many certificates he is missing. Thus it is natural that the nrs on different views will be different within the same open client.
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If we speak of 2 different offices or 2 agencies, the nrs are not supposed to be the same - there can be twice as many people working in one office compared to the other one.
If we speak of comparing nrs on crew pool and vessel, the difference in nrs still can be correct. As mentioned above, crew pools and vessel pools have different rule how to build their crew list - based on beloning to Personal Details for the crew pools and based on onboard contracts for the vessel pools.
Office or mother company for all offices will show you nr of persons linked to one of the offices/pools in Personal Details. Vessel pool will show you persons onboard on a vessel/all vessels below. Based on the crew list view chosen it will be either all crew onboard or all planned onboard etc. Nr of persons in the system does not equal nr of persons onboard. Besides, if the crew list view shown displays future contracts, this view might contain the same person several times in the view if a person has multiple future onboard assingments. Same counts for Missing Requirements view - it can display the same person several times because he/she misses several documents.
What is correct nr then?
You can use Crew Pool/Office/Agency and Standard view to find out the exact nr of persons. You can use Vessel as a current client and one of the Onboard views to find out the exact nr of persons onboard. These will be important nrs to rely on. We do not feel it is correct to try to compare persons nrs on different org units or views.