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This article is aimed to provide basic recommendations what we feel might be logical, convenient and thus, recommended.
Open Client Logic Description
First of all, we would like to touch base the open client logic together with Crew list views logic.
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So lets discuss what is best to use in which occasion.
Creating new person records
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.
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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.
Updating personal profiles
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
If you have issues with finding a person in Crew List, the best practice would be to search for him/her under Standard view under the office / agency you have access to, or under upper level in the organization structure.
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If you only have access to a vessel, you can search for the person under any of the views (Standard might be not available). If not found, you might need to contact someone inside your organization e.g. the office as it might be the person’s profile was not updated correctly / there is a replication issue, thus the person is not seen on the vessel.
Nr of persons varies
You might find it weird that nr of persons veries under various crew list views and organizations.
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