Contents

Introduction

To access the Rotation Planning module, go on Modules ribbon > Rotation Plan icon or press Ctrl+Alt+O hotkeys.

By default, you are at View page > Rotation Maintenance tab that contains active plans.

Here you can assign/remove persons to/from shifts, adjust shifts lengths, add positions, etc.

The created beforehand rotation views are displayed like tabs. Select needed view and plans linked to this view will be listed (for details - see Housekeeping > Rotation Codes and Views Setup section).

Manage Menu

Open button opens the selected plan. You can do the same by double-click.

View Filter allows to select which plans to display: current or historical plans. It has two options: By Plan and By Filter on Rotation Maintenance view.

• By Plan lists all activated rotation plans. Using this view, you can only look at one plan at the time.
  This means you can not look at the planning for all deck officers for a category of vessels.
  By Plan is opened by default.

• By Filter gives you the possibility to select a team using cascade filtration.
  You can select: (Vessel type, Pool, Vessel, Department, Rank)
  For all details, see User Interface > Overview Screen > By Plan, By Filter section.

Expand Plan button allows to simplify work on setting up rotation plans, because it is now possible to continue working with an existing rotation plan by adding shifts to it instead of creating a new plan.
See Functionality > Expanding Plan section.

Reset Activation button enables a user to set the plan back to the planning stage if you want to update it (it gets planning status again and is moved to Rotation Planning view > Planning).

Move to Historical, click to move the selected plan to Historical view (if needed it can be moved back to current).

Print has list of customized reports enabled for Rotation Planning module (see Housekeeping > Rotation Reports section).

Working with the plan

Once we opened a plan by double-click or Open button, we see three tabs to the left:

1. The Maintenance tab is the most important one. It is very similar to the Graphic page on the Planning stage but provides numerous possibilities (like adjusting a shift length, re-assigning a person for a specific shift, removing a shift, etc.):
   

   

   All Interface/layout details you can see in User Interface > Plan Details Screen section.

2. The Details tab is the same as it was at the planning stage.
   Except State = Processed, and it is not possible to change any information.
   But you still have chance to link the plan to another Rotation view.

   Click Apply if you made any changes.

3. The Notes tab allows a user to input any comments related to the rotation planning work flow.

   All the notes input during the planning stage are brought to the maintenance stage.

Activities are changed respectively on the Apply action, but only if you are not using Activate functionality.

This means, option Use Activate button to modify/create activities for modified shifts is OFF in Global Options.