Contents

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• Right-click the module name and select New Chain in the menu. The following dialog appears:
  

  

• Enable Multiple Level option.

  Employees current or last onboard activity during the creation of the document
  This option links the timesheet report to the vessel that is registered towards the employees current onboard activity, or their last onboard activity.

• Within the dialog, enter the chain name and select the Multiple Level option.

• Click SAVE to proceed.

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1. Right-click the module name and select New Chain in the menu. The following dialog appears:
   

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2. In the Chain dialog, enter the name of a new chain.

3. Click SAVE to proceed.

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1. Under theselected module, right-click the newly created chain and select New Approver in the menu. This opens the Approver dialog:
   

   

2. Select whether you want to assign a position or a certain name to an approver. To do this, select one of the members by options:

   • Rank/Office. Select the option to assign an approver position:
     

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   • Pin/Name. Select the option to assign a certain approver name:
     

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3. When done, you can enable the options below:

   • Is Passive makes the approver level unavailable in the list? The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Can modify document if approver/coordinator provides an approver with the permission to modify time registrations.

4. Click SAVE to proceed.

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1. Right-click the newly created approver chain and select Add below > New Coordinator in the menu. This opens the Member dialog:
   

   

2. Select whether you want to assign a position or a certain name of a coordinator. To do this, select one of the members by options:

   • Rank/Office. Select the option to assign a coordinator position:
     

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   • Pin/Name. Select the option to assign a certain coordinator name:
     

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3. When done, you can enable the options below:

   • Is Passive makes a position unavailable in the list of subordinates? The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Is Coordinator set the coordinator level in the chain of approval?

   • Can modify document if approver/coordinator (active only if the Is Coordinator option is enabled) provides a coordinator with the permission to modify time registrations.

4. Click SAVE to proceed.

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1. Right-click the added coordinator and select Add Below > New Subordinate from the menu. This opens the Member dialog:
   

   

2. Select whether you want to assign a position or a certain name to a subordinator. To do this, select one of the members by options:

   • Rank/Office. Select the option to assign a subordinator position:
     

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   • Pin/Name. Select the option to assign a certain subordinator name:
     

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3. When done, you can enable the options below:

   • Is Passive makes a position unavailable in the list of subordinates? The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Subordinate creating and submitting the document sets the subordinate level in the chain of approval.

4. Click SAVE to proceed.

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1. Right-click the module name and select New Chain in the menu. The following dialog appears:
   

   

2. Enable Multiple Level option.
   
   With the multiple level option selected, you will have the possibility to link travel expense reports towards vessels. Furthermore, this gives you the possibility to customize the approval process so that certain approvers have access to approve only travel expense reports belonging to certain vessels.
   

   1. Employees current or last onboard activity during the creation of the document
      This option links the travel expense report to the vessel that is registerred towards the employees current onboard activity, or their last onboard activity.

   2. Documents (Vessel link)

      This option links the document to the vessel that the employee selects in the Vessel dropdown menu when they register they travel expense report.
      
      We recommend to use the Documents (Vessel link) option. This allows the employees themselves to select which vessel the travel expense report belongs to. Using the Onboard Activity option may in certain situations when a crew member is moving between two vessels result in the expense report being linked towards the incorrect vessel.
      

3. Within the dialog, enter the chain name and select the Multiple Level option.

4. Click SAVE to proceed.

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1. Right-click the created coordinator level and select Add below > New Subordinate from the menu. This opens the Member dialog:
   

   

2. Select whether you want to define a position or a certain name of a subordinate. To do this, select one of the members by options:

   • Rank/Office. Select the option to assign a subordinate position:
     

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   • Pin/Name. Select the option to assign a certain subordinate name:
     

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3. When done, you can enable the options below:

   • Is Passive makes a position unavailable in the list of subordinates? The option is primarily used to avoid deleting levels in use. Otherwise, all linked documents will be lost.

   • Subordinate creating and submitting the document sets the subordinate level and allows a subordinate to create and submit documents.

4. Click SAVE to proceed.

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