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wSetup
Before getting started with the Appraisals datagroup, you need to perform an initial setup which includes:
Creating appraisal marks. For more information, see Inputting Appraisal Marks.
Adding appraisal codes. For more information, see Inputting Appraisal Codes.
Configuring appraisal views. For more information, see Defining Appraisals Views.
Besides, it is recommended to check some options which may affect the Appraisal datagroup functionality. For more information, see Hiding Appraisals.
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Appraisals will be hidden for not superusers when the defined period has passed since the date of appraisal record creation.
It is needed to set '‘Yes' access rights for routine 248 Hide Don’t hide appraisals when a period (global setting) is passed in ACC for those users who should not see appraisals:
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All superusers (users at 99 level) can see all appraisals, though they have Yes access to all routines.
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The list of commands under the Manage menu is rather standard:
New – to create a new record.
Open – to view an existing record.
Delete – to remove the record.
Notes – to leave some notes, that will be available for other users.
Open Enclosed – click to attach a scan.
View Enclosed – click to view the attachment.
Attachment Properties -to review its properties (file name, location, size, created day/time, and a creator).
Click Print – to generate Appraisals Summary report.
View type: You can switch between Standard Appraisals and Drug and Alcohol pages/views (see Drug and Alcohol section)
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On the Marks tab, the tabbed pages are available to you based on the appraisal views defined in General Codes. For more information on how to define the input views, see Defining Input Views.
To define the appraisals score:
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Marks codes should be previously created in the General Codes.
See Setup > Inputting Appraisals Marks section.
At the Additional tab, you can leave comments and remarks.
The payroll tab displays payroll data (payscale table/type, cost group, etc.) for informational purposes only.
At Notes/Mail tab, HR/Individual comments and mailing information are located.
Common Entry Function
You can add similar appraisals records to several seafarers at once.
For this you should select several persons in Crew List, right-click and select Common Entry > Appraisals:
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Fill in the fields as below:
Description. Enter the name of an attachment.
Document type. From the drop-down list, select one of the types defined in Enclosed Document Codes (see Adding Documents Codes).
Click New to choose between the options which allow you to attach:
File. Click to indicate the path to the file.
WEB link. Enter the link to be attached. In case the link protocol is not specified, the system uses the HTTP:// protocol by default.
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So, as for an ordinary appraisal, for drug and alcohol testing records, you should create marks, codes, and view(s) beforehand.
This is done under Setup > General Codes > Appraisals > Appraisal Marks/Codes/View.
But Sort for the appraisal view and appraisal code must be between 900 - 999.
Thus, all such appraisal codes and appraisal views will be displayed only on the D&A page.
Adding Marks:
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Adding Codes, Linking Marks:
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Adding Views:
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For all details, see the Setup section.
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Needed test sites need to be added beforehand under Setup > General Codes > Appraisals > Test Site.
Rank is displayed automatically (it is fetched from activity details, if there is no activity, it's fetched from Personal Details).
At the Marks tab, select the needed record and choose a mark from the list (marks should be previously created in the General Codes).
At the Additional tab, you can leave comments and remarks.
The payroll tab displays payroll data (payscale table/type, cost group, etc.)
At Notes/Mail tab, HR/Individual comments and mailing information are situated.
Common Entry Function
To enter the same Drug & Alcohol test results on multiple persons simultaneously, you can use the Common Entry function.
To do this, select all the persons that should have the same Drug & Alcohol results, by selecting them in the Crew List window.
Then right-click and select Common Entry > Drug and Alcohol:
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If you leave Vessel or Rank fields blank, then the program will automatically substitute the default value for each person from Personal Details.
Info The same functionality is also available via Tools > Common Entry > Drug and Alcohol.
Reports
On Reports ribbon > Appraisals you can preview/print:
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