Crewing

The Crewing module manages the crew members of the fleet and, for each of them, their trainings and certificates. It answers the questions a crewing department is asked every day: who is on file, which certificates does a rank require, which of them are missing or about to expire, and who has attended which training.

The module appears in the main menu as Crewing ashore/at sea. It is a licensed module — if it is missing, the installation is either not licensed for Crewing or the user lacks the Crewing right.

The main window

  • Left: the crew list — all active crew members with last name, first name, department, rank, rating, first contact, nationality and agency. A find panel above the list filters as you type.

  • Right: the details of the selected person, organised by the ribbon tabs:

Ribbon tab Content
Details The master data sheet of the crew member (read-only view; editing opens the contact dialog).
Training The trainings assigned to this person — see Training.
Certificates The certificates of this person with due-date traffic lights — see Certificates.
Details (Archived) Replaces Details while the list shows archived crew (switch Show Archived Crew). In the archive, records can be viewed but trainings and certificates cannot be changed.

The Training and Certificates tabs appear once a crew member is selected.

Managing crew members

Crew members are created and maintained in this module — they are the basis for everything else; trainings and certificates can only be recorded for an existing person.

Creating

Click New and choose Crew or Office Crew. The dialog asks for the rank, last name, first name and date of birth (mandatory for crew, optional for office crew).

A more complete entry dialog — including birthplace, nationality, gender, passport and seaman's book with expiry dates — is available through the crew search: click Search, then Create in the search window.

If a person with the same name already exists, the module reacts instead of creating a duplicate: an archived person can be re-activated, and an existing office contact can be turned into a crew member.

Editing

Select the person and click Edit. This opens the central contact dialog (the same one used by the Office Manager) — name, addresses, communication and the crew-specific fields are maintained there. The Details tab itself is a read-only view.

Under Configuration > Required Details Fields the company defines which fields count as "complete". This is not a mandatory check when creating a person — it feeds the completeness indicator in the crew status overview, so incomplete records become visible instead of blocked.

Archiving

Archive moves a person out of the active crew list. The dialog asks for a reason, the archive date and an archive type (the types are maintained under Configuration), and documents can be attached to the archiving. With the switch Show Archived Crew the list shows the archived persons; the same button then restores a person back to the active crew. A person can also be marked as not to re-employ, with a reason.

Searching

Search finds people by name, address, communication entry (phone/e-mail), remark or crew ID — in the active or the archived crew.

The crew list of a ship

Which crew members are currently on board which vessel is maintained in the Site Manager, not in the Crewing module: Site Manager > Manage Crew List > choose the ship. The crew list shows the persons with their rank, embarkation and disembarkation dates and end of contract. Crew members are taken from the persons on file in Crewing (Add, Change/Assign new, Remove from Crewlist), and Official Crew List produces the printable crew list of the vessel.

Birthday list

Birthday List in the Crewing ribbon shows the birthdays and anniversaries of the crew for a selectable month and year — a quick way to see whose birthday is coming up.

  • Training — courses and attendance
  • Certificates — certificate requirements, recording and monitoring
  • Drugs & Alcohol — the drug & alcohol test module
  • Configuration > Crewing — catalogues (training types, certificate types and groups, job assignments, archive types) and the visibility switches for certificate fields