Functionality

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Position View

This Position view is commonly used to set up requirements based on a crew member's position.
When you first open the Position Requirements Profile, it is empty.
In our example, we will use an already activated profile but will add new positions and requirements to them.

Step 1: Add Position

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1. On the left, you see a position tree with all added positions when you stand on the top row.

2. The right-side displays a list of existing ranks that are defined as active in the General Codes table, see Housekeeping section. 
   Please tag the position(s) you want to set up required documents for and move them to the Positions Selected section using add buttons:

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   - move tagged to the Positions Selected section;

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   - move all positions to the Positions Selected section.

3. Click Apply and all selected positions will be moved to the Positions tree to begin setup.

Step 2: Define the required documents for the position

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1. Then you should select a position on the left to which you want to define requirements.

2. The list of all competence documents that are defined in General Codes is displayed in the right part of the screen.
   The Dropdown menu above the list can help you to narrow the list. It displays all the competence views & will result in the display of only those competence that belongs to the selected view.
   Please tag required certificates & add them to a position using add buttons:

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   - move tagged competencies to the Documents Required section;

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   - move all docs in the list to the Documents Required section. 
   To return the records use the remove buttons: 

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   - move tagged competence(s) from the Documents Required section back; 

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   - move all docs from the Documents Required section back.

3. Click Apply button to save. 

Now you see these required certificates under position in the tree on the left:

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Expand any position to see the required documents.

Step 3: Define the criteria for the document
Now, when you have defined what documents are needed for a certain position(s), you are ready to choose criteria for every requirement.

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1. On this screen, it’s needed to click on each required document in the left part and select criteria in the right part of the screen.

2. The criteria can be:
   Vessel – proposes the list of vessels defined in your Organization Structure;
   Vessel Type – displays the vessel types (codes defined in General Codes, see Housekeeping section);
   Principal – shows the list of contacts of Principal types (see Housekeeping section);
   Flag – Vessel Flag, list of countries.
   You can define any criteria you want on one or several tabs.
   Select one or several items and click the add button

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Starting from v. 2022.30 we extended Requirements > By Position > Flags with the section Except of Nationality. It enables to set up validation for a Certificate per position by nationality against the vessel flag.

This will cover requirements validation e.g. when a Dutch captain requires Master CoC when sailing on a Dutch (NL flag) vessel, and additionally requires Cyprus endorsement when sailing on a Cyprus (CY flag) vessel but does not require a Dutch endorsement.

Defining the certain list of nationalities to be excluded from validation, others will be automatically considered to have the CoC in question as required. So for the NL Master endorsement, you can set NL under Except of Nationality to exclude Dutch captains from this requirement even if set.

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3. Click Apply to save your setup.

Vessel View

The Vessel view is used to identify the minimum of vessels certificates needed on-board for checking combined experience.
Functionality is presented in the Rotation Planning module, see here

Switch to the Vessel view to make the setup. It works with vessel group level.