It is possible to perform Promotion / Position Change in the Rotation Planning module while a person is onboard.
As a result, a new Onboard activity with the new Position will be created.

Contents

Promotion Rules

• DateFrom of a 'promoted_to' shift cannot be less, than DateFrom of a 'promoted_from' shift.

• It is possible to perform a promotion only when Confirm Sign On is made for a rotation 'promoted_from' shift.

  New 'promoted_to' shift will inherit the 'Confirm Sign On/Off 'signs from the previous 'promoted_from' shift.
  New shift will be linked to Sign Off and Promotion tabs of corresponding crew changes.
  Previous shift will lose its link to Sign Off tab in Crew Change correspondingly.

• When a shift has both 'C' flags (means Confirm Sign On and Confirm Sign Off are made), and then a promotion is made from such a shift, Confirm Sign Off flag is removed from it.

  The reason for this is that the person is removed from Off Signing tab of a corresponding crew change on that date but is added to a Promotion tab instead.

• Confirmation of promotion needs to be done in Crew Change module, i.e. closing the previous activity and activating (making current) the planned promotion activity.

• Promotion performed on today's date (Promoted_To shift starts today) makes Promoted_From activity – Historical.

  But leaves Promoted_To activity Planned. Such promotions need to be confirmed in Crew Change module.

• Making promotions with dates less than or equal to the current date results in confirmed promotions.
  If a promotion is already confirmed - it will not be possible to change its date. A warning message will inform you about that.

• There may appear situations when the initial Promote From shift has End Date later than the Start Date of the Promoted To shift.

  In this case, the initial shift with assigned person will be truncated; Its new End Date will be one day before the Promote To shift Start Date.
  Pin will be assigned to a Promote To shift and additional shift will be created to cover the days that earlier belonged to Promoted From shift.
  E.g.: Promoted From shift dates are Aug 25 - Sep 09.
  Promotion is performed to a shift with dates Sep 05 - Sep 13.
  Promoted From shift is truncated to Aug 25 - Sep 04.
  New gap shift is added with dates Sep 05 - Sep 09 to cover the days that lack assignment for Promoted From position.

• If a user wants to promote a person to a shift, that is not linked to crew change, a corresponding message will be shown. So, you need to add calling port, first.

• If some operation over other shifts results in movement of one of the promotion shifts (e.g. Move Subsequent Shifts) - system displays warning that the promotion will be lost if continue.
  So, a user can decide either he continues or cancels the entire set of plan modifications.

• It is not possible to delete a promotion in Crew Change module if this promotion has been performed in Rotation Planning module. The warning message is shown in this case.

• Sometimes it happens that a person is not promoted, but his payscale is changed during his onboard service, e.g. after trial period end when position remains the same, but the wages is changed.

  In this case it is possible to do the promotion via Crew Change module. The user in Crew Change module needs to add the person to Promotion tab, update payscale information.
  When the promotion is confirmed in Crew Change (on the day of promotion or later), the existing activity will be closed and a new activity with the new payscales details will be created.

  Rotation shift will be split into 2 parts accordingly:
  First part is linked to the 'old' activity with previous payscale information and new shift will be linked to the new activity with new payscale.

• The system will not allow to perform actual promotion (change of rank/position) in Crew Change instead of Rotation Planning, if Rotation is linked to Crew Change.

  In the case when a user tries to perform promotion in Crew Change, and update a Rank and Position, a warning will be shown saying that the promotion is to be done in Rotation Planning module.

Promotion Procedure

To perform the promotion procedure follow this steps:

1. Select the person who you want to promote with Shift or Ctrl key holding down > select the empty shift you want to promote the person to.

2. Click Confirm > Perform Promotion/ Position Change

3. The Promotion screen will appear, asking if a user wants to change position for the selected person and suggesting to choose the End Date of a current activity and a Start Date of a new activity with the new position change. 

   When the needed information is defined, click OK. After that previous activities will be updated, and a new activity will be created.

As a result:

1. Person is promoted to selected position.

2. The shifts are marked accordingly, have the Promotion marks (black-and-yellow signs) and linked with a blue line:
   

   

3. Person's activities are updated accordingly: a new onboard activity, new rank and a new payscale code (in case it has been predefined in the Crew Change module).
   

   

4. In the Crew Change Module, a crew member is added to the Promotion tab of the corresponding crew change with the Planned state:
   

   

   You must confirm promotion on the date set for promotion as well as adjust the payscale code accordingly. On adjusting the pascale in the Crew Change module, the same payscale code is then fetched to the Activities datagroup.

User options for Promotion

You can define, if you want to see the links between promotion shifts or not.

Please go to Options > Personal Shifts Gantt >Appearance:

If you want the links to be seen, set Show option, select the color and pen width.

The promotion links will be displayed as the line connecting one shift to another:

If you do not want the promotion links to be seen, select the Hide option (not recommended):

Click OK.

Promotions Using 'Sea-Day' Port

It is possible to link rotation shifts not only to ports, that exist in Crew Change.
There are also cases, when some changes, for example promotions, are held at sea.
To handle such a situation, it is possible to link a promotion shift to a 'Sea-day' port.

For this purpose, you should:

1. Create a new port type in General Codes Tables -> Travel -> Ports:
   

   

   Set the option, indicating that this type of port is to be used in Rotation Planning and Crew Change to perform promotion at sea.

2. Then create a new port with this General code set as Port Type in the Ports module:

   

After that the system will suggest in Rotation to link a promotion shift to Sea Day port, if there is no port in Crew Change for the needed date:

Sea Day calling port of the given date will appear in Crew Change module, listing the promoted persons.