## Site Management - Configuration general
### TAB General
"Show User Roles in HTML view"
: All users listed in the forms are displayed with the role they had at the time of entry. 
"Show ABBR and Site name in Site Selection
: Site name and ABBR code will be shown in Site Selection

### TAB Site Certificates
|||
---|---
Shown Site Certificates Document number|Document number will be shown in HTML view
Shown Site Certificates Issuing Data|Issue Date will be shown in HTML view
Shown Site Certificates Survey Date|Survey Date will be shown in HTML view
Shown Site Certificates Range Date|Range Dates will be shown in HTML view
Shown Site Certificates Expire Date|Expire Date will be shown in HTML view
Hide inactive Site Certificates| All inactive certificates are hidden in the HTML view.

### TAB SBM Certificates
|||
---|---
Shown SBM Certificates Document number|Document number will be shown in HTML view
Shown SBM Certificates Issuing Data|Issue Date will be shown in HTML view
Shown SBM Certificates Survey Date and Range|Survey Date and Range dates of Survey date will be shown in HTML view
Hide Survey Date|Survey Date is hidden in the HTML view.
Shown SBM Certificates Range Date|Range Dates will be shown in HTML view
Shown SBM Certificates Expire Date|Expire Date will be shown in HTML view

### TAB KPI & Overview

- Show Deficiencies per Inspection(Port State Control)
- Show Open Ship Defect Reports
- Show Open Condition of Class
- Show Open Risk Assessments
- Show Open Incident Reports
- Show Open Stevedore Damage Reports
- Show Maintenance Jobs
- Show open Insurance cases
- Show OPEX Overview

### TAB Voyage Schedule (fka Time Table)
|||
---|---
Hide Title|port of the voyage entry will be hidden
Hide Remarks|Remarks will not be shown on overview
Crew Change is Port Activity(will not be shown separately)|Crew change is defined as port activity and will be shown in port activities
Show Charterer in Overview|Charter will be shown in overview
Show Voyage Schedule in Site Details|The voyage schedule will be shown in Site Details as timeline

## Ship Types
For all sites a ship type can be managed (see Ship/Site Status-Details). The ship types are arbitrary. With `New` a ship type can be added and with `Rename` the name of the ship type can be changed. Only ship types which are not in use can be deleted.

## Tank Types

## Site Certificates/ SBM Certificates
### Site Certificate Groups
All Groups for Site and for SBM/Component Certificates have to be configured. Group names are arbitrary. For adding Groups use `New`. For editing use `Edit`. With `Save`the assignments can be saved and with `Cancel`the operation is discarded. Only Groups which are not in use can be deleted.
The groups will be displayed in alphabetical order.

### Certificates/Requirements
Name|Description
---|---
Name|A name has to be given. The names are arbitrary.
Code|A code can be given
Sort Order|The order of the certificates within a group can be determined
Pre-Warning Days| You can define how many days before the expiration date you will be warned
Parent|If certificate is a "Sub-Certificate" the parent certificate will be shown<br><b>Sub Certificates has to be inserted with separately function `Sub Certificate` to find in `New`. </b>
Group|A certificates group has to be selected from list.
Expired Date input is mandatory|Expiry date has to be filled out
Issued Date input is mandatory|Issue date has to be filled out
Expected expire date in month|When the certificate expires, the months for which the certificate is valid can be specified
Range dates for renewal mandatory| A range date has to be given<br><b> Do not use with "Hide Range date"</b>

 <b>"Range date before in month" and "Range date after in month" has to be given together</b>

 |||
 ---|---
Range date before in month|The start date of the range can be given in month
Range date after in month|The end date of the range can be given in month
Hide Range dates| Range date will not be shown<br><b> Do not use with "Range date for renewal mandatory"</b>
Manage survey date(mandatory)|A survey date has to be given for this Certificate
is Site Certificate|If Certificate is Site Certificate<br><b>The Check box is set by default</b><br> For SBM certificates, the checkbox must be removed.
inactive|Certificate is not in use
Description|A description can be given
use Description in print out| Description of the certificate will be print out when certificate will be print out

### Assign Certificates to sites
!!! Please note:
Only Certificates with mark  "is Site Certificate" will be shown.
!!!

Site certificates can be assigned to a vessel. Click on the vessels name and with `Edit`the assignments can be edited. With `Save`the assignments can be saved and with `Cancel`the operation is discarded. 
##### Copy

`Copy(Replace exsisting)`
: The Assignments will be copied to other vessel(s). The old assignments will be discarded.

`Copy(Add to exsisting)`
: The Assignments will be copied to other vessel(s). The old assignments will be retained.

### Assign SBM/Component Certificates to Sites
!!! Please note:
Only Certificates without mark  "is Site Certificate" will be shown.
!!!

SBM/Component certificates can be assigned to a vessel. Click on the vessels name and with `Edit`the assignments can be edited. With `Save`the assignments can be saved and with `Cancel`the operation is discarded. 

##### Copy

`Copy(Replace exsisting)`
: The Assignments will be copied to other vessel(s). The old assignments will be discarded.

`Copy(Add to exsisting)`
: The Assignments will be copied to other vessel(s). The old assignments will be retained.

## Insurance Groups
All Insurances can be sorted by Groups. All Groups are arbitrary. For adding and changing the Groups use `New` and `Rename`. Only Groups which are not in use can be deleted.
The groups will be displayed in alphabetical order.

## Insurances
On the left side of the screen you will see the insurances. In TAB “Sort by Name” all insurances will be shown in alphabetical order. Click on TAB “Sort by Group” and the insurances will be shown sort by group. On the right side the details of the selected insurance will be shown.
For adding and changing Insurances use “New” and “Edit”. Only Groups which are not in use can be deleted. With “Cancel” all changes will be ignored and with “Save” all changes will be added. Only insurances which are not in use can be deleted.
With “Assign Insurance to ship” you can switch directly to Configuration – Assign Insurance to Ships.
With “Manage Ship Insurance Groups” you can switch to Configuration – Insurance Groups.

## Assign Insurances to Ship
On left side of screen all sites will be shown and on right side all insurances sorted by groups will be available.
Select site and with `Edit` all insurances can be allocated. With `Save` all changes will be written in system and with `Cancel` all changes will be refused. With `copy` all allocated certificates can be copied to other sites.

## Insurance Case Category 
Categories of insurance cases can be defined. 

## Effected Insurance Status 
The status of the involved insurances can be specified. 
!!! Warning
The following configurations are also used in other modules. 
!!!

## Insurance Configuration
Root Cause mandatory
: All Root Cause data have to be inserted.

## Voyage Schedule Status
On left side of screen all Voyage Schedule States will be shown and on right side the states of Voyage Schedule states will be visible and editable.
New Voyage Schedule States van be added with `New`. Select Voyage Schedule State and with `Edit` all states of the Voyage Schedule states can be allocated. With `Save` all changes will be written in system and with `Cancel` all changes will be refused.
Only not in use Voyage Schedule states can be deleted.

|Function|Description| { class="compact" }
|---|---|
Name|
Short|A short code can be given for Voyage Schedule state
Color|Set the color with which the the table state will be visible in calendar (not in use currently)
is sea time|If Voyage Schedule state is only sea time, please set checkbox as marked
berthing information|If a berthing time has to be documented in Voyage Schedule, check box has to be marked
show in overview|State will be visible in Voyage Schedule overview
show "voyage number"|
show "transit"|
show location/coordinates - instead of one port|
show "for orders"|
show "to be confirmed"|
show terminal|
name terminal "anchorage"|

!!! Warning That's no longer possible!
|Crew change allowed|Is needed for Crewing<br>in this state it is allowed to change the crew.|
|One port|If the state is only in one port this point has to be marked for correct view in Voyage Schedule|
|Activities allowed|When checkbox marked, activities can be assigned here|
!!!

## Voyage Schedule Activities
With `New` an activity can be added and with `Edit` the details of activities can be changed. Only activities which are not in use can be deleted. 

|||
---|---
Activity|Activity can be added, name can be chosen freely
Short|
Description|to each activity a description can be given
is Cargo Activity|Activity can be marked as cargo related
Show Type of Cargo Field (free text)|if `Cargo Activity`is marked a free text field can be given in form for inserting mor information
Show "is dangerous cargo"|if `Cargo Activity`is marked the activity can be defined as activity with dangerous cargo
Show "Clean/Dirty Cargo" checkboxes|checkbox "clean" and checkbox "Dirty" will be shown
Inactive|Activity can be set as inactive, activity can no longer be selected

## Required Fields
For the input of contacts (Crew, guests, supplier etc.) requirements can be established. All requirements will be sorted by Category.

## Dashboard Items
|Dashboard Item|Description| { class="compact" }
|---|---|
|Ship Certificates|check, if all required ship certificates are available and not overdue.|
|Task Tracking|check, if open or overdue tasks are available.|
|Voyage Schedule|check, if Voyage Schedule is available and completed.|
|Maintenance|check, if overdue maintenance jobs are available.|
|Budget|check, if cost account value is exceeds the limit (if no limit is assigned, limit will be set to zero.|
|Budget (limits only)|check, if cost account value is exceeds the limit (limit has to be assigned)|
|Crew Certificates|check, if certificates of current crew on board are correct.|
|Voyage Schedule (confirmed)|check, if all entries till today are confirmed.|
|Data Replication|check, if data replication is correct|
|Budget (Category check)|check, if cost category value is exceeds the limit (limit has to be assigned)|
|Audit and Inspections|check, if all inspections are correct (no overdue due date / review dates)|
|Drills|check, if no planned drill is overdue.|
|Drugs and Alcohol|check, if no drug test is overdue.|
|Component Certificates|check, if all component certificates are available not overdue.|

## Specified Use
To have only needed sites in the modules, please select all modules for each site. Select site and hit `Edit` for changes. With `Get from License` you can insert the configurations as per license paid.
##### Operations
* "Status Overview"
* "Purchase"
* "Invoice Registration"
* "Not relevant for Budget" is for all site which are used in Purchase and no budget information are needed.
* Budget
* Voyage Schedule Overview
* Insurance

##### Technical
* Dry Docking
* Ship Defect Report

##### Safety
* Audit & Inspections
* Risk Assessment
* Drill Plan
* Incident Reporting
* Drugs & Alcohol
 
*[PO]: Purchase Order  
*[AZA]: local folder
*[(PO]: Purchase Order  
*[RQ]: Requisition  
*[(RQ]: Requisition  
*[RfQ]: Request for Quotation  
*[(RfQ]: Request for Quotation  
*[SO]: Service Order  
*[(SO]: Service Order  
*[SQ]: Service Requisition  
*[(SQ]: Service Requisition  
*[SRfQ]: Service Request for Quotation  
*[OoB]: Open on Board  
*[(OoB]: Open on Board 
*[ART]: Average Running Time (operation hours per day) 
*[MC]: Master Contract
*[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software)
*[.replic]: file extension for replication files (aka data transfer files)