Lesson 3: Users

Positions

Positions control which groups of users can be assigned maintenance tasks. If you subscribe to Tracking they also help you manage certifications for your personnel.

Add a position

To add a position, follow these steps:

  1. From the Setup menu, select Users.
  2. Click the Position tab.
  3. Click New Position.
  4. In the Name field, enter the name of the position.
  5. (optional) If this is a Maintenance position, select one or more of the following options:
    • People in this Position can be assigned Maintenance Tasks on Shore
    • People in this Position can be assigned Maintenance Tasks in Dry Dock
    • People in this Position can be assigned Maintenance Tasks Onboard

    Note These options only apply to Maintenance positions. If you're adding a Tracking position, you don't need to select any of these options.

  6. When you're finished, click Save Changes.

More about maintenance permissions

Now that you know how to add a position, let's take a closer look at the maintenance permissions you can add to your positions. The check boxes below the Name field control the types of maintenance tasks someone with that position can be assigned.

Here's what each permission does:

  • People in this Position can be assigned Maintenance Tasks on Shore If this option is part of someone's position, then other users can select his or her name from the Assignee list for tasks assigned to shore.
  • People in this Position can be assigned Maintenance Tasks in Dry Dock If this option is part of someone's position, then other users can select his or her name from the Assignee list for tasks assigned to dry dock.
  • People in this Position can be assigned Maintenance Tasks Onboard If this option is part of someone's position, then other users can select his or her name from the Assignee list for tasks assigned to an asset.

 

Watch the video

Watch this video to see how to set up positions in Helm CONNECT: