Click the links below to learn all about this release:
- The Platform
- Helm CONNECT Maintenance and Helm CONNECT Compliance
- Helm CONNECT Jobs
- Helm CONNECT Personnel
- Reports and custom fields
Our "platform" is our base product and includes the features and functionality shared by all our customers. Changes to our platform affect everyone, regardless of the product lines or modules you subscribe to. We made the following platform changes in this release.
Changed Asset labels to Assets where necessary
There were a few places in Helm CONNECT where filters that allowed you to select more than one asset were mistakenly labeled 'Asset' instead of 'Assets.' We thought this might be confusing so we fixed them.
Helm CONNECT Maintenance and Helm CONNECT Compliance
We made the following changes to Helm CONNECT Maintenance and Helm CONNECT Compliance in this release.
View tasks for an asset with a single click
Previously, on the Maintenance > Overview tab, although the cards displayed the number of planned, unplanned, and dry dock tasks for each asset, when you clicked the card to go to the Advanced Search tab, only the Assets filter would be selected; you had to select additional filters then click Search to see the tasks for that asset. Now, the displayed number of planned, unplanned, and dry dock tasks are clickable buttons that will immediately display those tasks on the Advanced Search tab. As an extra bonus, if you click the asset name instead of the task type, you'll see all maintenance items for that asset on the Advanced Search tab. But that's not all. When you click the Overdue icon on a card to see a list of overdue tasks (same as before) and click the "View all overdue tasks for this asset" text link, the system displays all overdue tasks for that asset on the Advanced Search tab immediately as well.
Filter by unassigned items in Advanced Search
In previous versions, you could filter maintenance and compliance items on the Advanced Search tab by person or vendor; however, you couldn't filter for items that were unassigned. In Version 1.15, we added the Unassigned check box to the Advanced Search tab so you can find tasks, checklists, forms, and corrective actions that do not have a name selected in the Assignee, Vendor, Inspected By or Filled By fields. If you combine the person/vendor and unassigned filters, you will see all items related to the selected person or vendor plus all unassigned items in the search results.
The Linked Documents icon shows the number of linked documents in all locations
Previously, only tasks and corrective actions displayed the number of linked documents beside the Linked Documents icon in the header. Now, to make things consistent, the Linked Documents icons for checklists and forms also display the number of linked documents.
Inactive and deleted status now clearly labeled in all people lists and fields
Previously, some lists and fields where people's names appear didn't consistently indicate if someone had been deactivated or deleted. Now the label (Inactive) or (Deleted) will appear after a person's name everywhere it's applicable.
Sort order for Onboard Logs list view now matches the card view
In the To Do list in Onboard > Logs, the order of the list view option now matches the order of the card view option and sorts your items first by category, then by date (oldest first), so you always see the most urgent items at the top of the list.
Character limit for Event description field
Previously, in Onboard > Logs, if you created an event with a description longer than 1000 characters, you would get an error. To prevent this from happening and improve system performance, we limited the description field in the 'Log an event' window to 1000 characters.
Forms report in the Compliance document library no longer generates errors
There is a convenient Report button on the Compliance > Forms > Library tab that lets you generate a report for your completed forms. In previous versions, if your forms had names with characters such as :\/?*[ ]', this would generate an error when you tried to open the generated report file in Excel. Also, if your form names were longer than 31 characters, the generated report could end up with multiple sheet names that were the same because Helm CONNECT shortened the sheet names when exporting. We made the following changes in Version 1.15 to prevent these things from happening:
- If a form name is longer than 31 characters, it will be shortened in the Excel sheet name.
- If there is more than one version of the form, we add the version number to the sheet name.
- If a form name has characters such as :\/?*[ ] ', these characters will be removed during export when the system generates sheet names.
- A number will be added to every sheet name to ensure each sheet name is unique.
None of these changes affect the actual form report data; they are used only to generate valid sheet names so Excel doesn't encounter errors trying to open the report.
Acknowledge button on assets disabled until document transfer complete
Previously, when you published a document from shore to a local installation on an asset, the Acknowledge button on the asset was available immediately, even if the document file took some time to transfer. If a crew member clicked Acknowledge before the document had finished transferring, it might not be clear if the document had been acknowledged or not, or the document might be labeled as acknowledged before the crew actually read it. In Version 1.15, to make sure the document is published properly and is available to your crew, we've disabled the Acknowledge button until the document transfer is complete. If you are viewing the document detail page during the transfer, you'll need to refresh the page after the transfer is finished to see the enabled Acknowledge button.
Helm CONNECT Jobs
We made the following changes to Helm CONNECT Jobs in this release.
Apply extra charges to cancellation billing
You now have the option to apply extra charges to your cancellation billing. When you configure your contracts or tariffs, you'll notice the following changes to additional charges, surcharges, discounts, commissions, agent commissions, and payable charges:
- On the Per Trip, Per Job, and Per Activity options, when you click Show All Effects, a new "Apply to Canceled" check box allows you to control whether or not a rule should be applied when a trip, job, or activity is canceled. If you select the new check box, the billing engine will review the rule when a trip, job, or activity is canceled. If you leave the new check box clear (not selected), the billing engine will ignore the rule when a trip, job, or activity is canceled.
- On the Per Line Item option, or on any option where you select Percentage from the Quantity field, when you click Show All Effects the Include/Exclude Billing Types lists now include any cancellation rates you've configured on the Setup > Invoicing > Billing Types tab.
No Per Order option on cancellation rates
Previously, when you configured cancellation rates, you might have noticed a Per Order option. This option didn't do anything and shouldn't have been there because orders can't be canceled, so we removed it.
Improvements to the Dispatch planner
We improved the speed and performance of the Jobs > Dispatch > Planner tab.
Helm CONNECT Personnel
We made the following changes to Helm CONNECT Personnel in this release.
Changes to the Timesheets tab
We made a number of changes to the Onboard > Personnel > Timesheets tab:
- We made the header row "sticky" which means it's always visible, even when you scroll down.
- Each timesheet entry now displays as two or more rows: a header row and one or more utilization rows. Each utilization row represents a work period.
- The approved check marks are now green instead of black and there's a separate check mark for each row.
- We renamed the Add Entry card to Crew On.
- We added a new icon to the upper right corner of the Crew On card that allows you to collapse it if you need more space for the timesheet entries above it.
Work periods in multi-day schedules are linked
Previously, each work period in a multi-day schedule was separate from all the other work periods in that schedule. This meant that, if you needed to make a change to all the work periods in a schedule, you had to edit each work period individually. Now, all the work periods in a multi-schedule are linked; if you make a change to one work period it will apply to all the linked work periods in the schedule.
Here are some important things to know about this feature:
- A schedule that's limited to one calendar date is still a single work period. For example, a schedule from January 1 07:00 to January 1 10:00 is a single three-hour work period.
- A schedule that spans multiple days is a single work period. For example, a schedule from January 1 07:00 to January 5 15:00 is one work period. Previously, it would have been five separate work periods.
- Each perpetual crew change is still a single work period. Perpetual work periods are created automatically for each day a crew member stays onboard past their forecasted crew off date.
Changes to work amounts for multi-day schedules
As a result of the new linked work periods, we made the following changes to the way work amounts for multi-day schedules are handled on the Personnel > Schedule > Schedule tab:
- Previously, in the Add/Edit Schedule window, multi-day schedules had only one Amount field, which meant that all work periods had to have the same daily amount. Now, multi-day schedules have three Amount fields: Start Amount, Amount, and End Amount. For planned crew changes, these fields are based on the schedule type configured for the asset unless you override it. If you add a schedule manually, the value in these fields is always 1 unless you override it.
- Previously, if you clicked on a work period on the schedule that was part of a multi-day schedule, you would see only the details for that day in the Add/Edit Schedule window. Now, if you click on a work period that's part of a multi-day schedule, you'll see the details for all the days in the schedule.
Crew can split work periods on their timesheets
On the Onboard > Personnel > Timesheets tab, crew can now split a single work period into two or more work periods to accurately account for their time at work. Previously, to track the different types of work they perform or to work more than one position during the same schedule, they had to crew off and crew back on again.
To split a work period:
- On the Onboard > Personnel > Timesheets tab, click Edit.
- Click the Split icon to display the Split Work Period window.
- Enter the time you want to end your current work period and start the new one, then click Confirm. On your timesheet, you'll see a new line for the new work period.
- In the new work period, select your new position, then click Save.
- If your changes require approval, they'll be sent to shore immediately. If your changes don't require approval, they'll appear on the Personnel > Schedule > Schedule tab.
New timesheet permissions
We added three new permissions for the Onboard > Personnel > Timesheets tab so you can control what different types of users can do on the Timesheets tab. To use any of these new permissions, you must add them to your role on the Setup > Users > Roles tab.
Interaction with approval polices
The table below summarizes how your company's approval policy will interact with these new permissions and affect how you can make changes to your timesheet.
Changes to existing permissions
When we update you to Version 1.15, anyone who had permission to Onboard > Personnel > Timesheets in Version 1.14 will still have permission to Onboard > Personnel > Timesheets. However, in Version 1.15, this permission will be equivalent to the new Edit Approved permission (see the table above) and means you can now edit a timesheet until it's approved.
Note If you want anyone to have one of the new timesheet permissions, you must add it to their user role on the Setup > Users > Roles tab.
Warning when you add a crew change for a future date
On the Onboard > Personnel > Crew Changes tab, you now see a warning if you add a crew change for a future date or time.
Required fields marked with red asterisk
Over the last few releases, to help you see which fields are required, we've been adding red asterisks beside the labels on required fields. In this release, we finished adding them to the required fields in Helm CONNECT Personnel.
Note If a required field doesn't have a label it won't be marked with a red asterisk.
Switch between default or custom payroll classes more easily
On the Personnel > Schedule > Schedule tab, in the Add Schedule window, we replaced the "Use default payroll class" check box with clickable text above the Payroll Class field that allows you to switch between "Use Custom Payroll Class" and "Use Default Payroll Class" so you can use the default payroll class or select a custom one from the Payroll Class list.
See days off in the schedule
To display days off on the Personnel > Schedule > Schedule tab, we made the following changes:
- On the schedule, days off are now shaded yellow.
- We added days off to the legend.
- If you hover over a day off, the cell will turn blue and display a Day Off message including any associated earning codes.
- If you have a day off booked on the same day as scheduled work, the cell will be shaded red to show there's a conflict, but it won't be displayed in your conflicts list.
Changes to the Crew Changes tab
We made the following three changes to the Onboard > Personnel > Crew Changes tab:
- We now display the last time the data on the tab was refreshed.
- We added a Refresh button that allows you to refresh the data on the tab manually.
- We added an Auto refresh check box. If you select this check box, the data on the Crew Change tab will be refreshed automatically approximately every five minutes.
Crew change notifications now sent when a crew change is deleted
We fixed an issue where crew change notifications weren't being sent to crew or responsible parties when a crew change was deleted. For more about email notifications, check out this article.
Exceptional pay is now in the Payroll Details legend
On the Personnel > Payroll > Payroll Details tab, we added exceptional pay to the legend to help you remember that we highlight exceptional pay by shading the cell yellow.
Graphs on the Payroll > Overview tab
We added two new graphs to the Personnel > Payroll > Overview tab to help you see your data more quickly:
- Bank Balances: A new bar graph represents your start and ending bank balances during the selected pay period.
- Earning Code Totals: A new pie chart displays the total value of the earning codes used during the selected period as a percentage.
Tip If you hover over an area on one of the graphs, the screen will highlight the corresponding area in the table below. And, if you hover over an area in one of the tables, the screen will highlight the corresponding area on the graphs above.
Click an item in the schedule overview to see more details
If you click an item on the calendar on the Personnel > Schedule > Overview tab, you now go to the Personnel > Schedule > Schedule tab to see more details about the asset and the crew members who are part of the crew change for +/- 15 days from the day you clicked on.
Note You can use this feature only if you have permission to the Personnel > Schedule > Schedule tab.
Edit button no longer visible when previewing timesheets
Previously, on the Onboard > Personnel > Timesheets tab, if you clicked Preview to preview the timesheet, you would see an Edit button in the upper right corner of the screen. This Edit button didn't do anything while you were in preview mode and didn't need to be there, so we removed it.
Schedule now displays number of multiple entries
Previously, on the Personnel > Schedule > Schedule tab, a small pink dot on the schedule let you know if there were multiple entries on a day. Now, that pink dot is accompanied by a number that indicates how many entries there are.
Changes to the Crew Off list
In addition to the information it displayed previously, the Crew Off list on the Personnel > Schedule > Crew Changes tab now shows the date/time the crew member crewed on as well as their position and position group. This helps with planning as crew dispatchers can now see which positions they are removing and need to replace. Another nice little change we made was to the list of available crew members. If you have any crew changes planned, you'll only see crew members who are planned to be on the asset (based on the planned date of your crew change) and who aren't already planned to be off in a future crew change.
Crew off by crew group
When planning a crew off on the Personnel > Schedule > Crew Changes tab, you now have the option to select a crew group. Here are a few things to keep in mind about this option:
- The list will display only crew groups with members who are currently onboard.
- If you select a crew group, only the members who are onboard will be crewed off.
- Once all the members of a crew group are crewed off, you can no longer select that crew group from the list.
See when members of a crew group aren't added to a crew change
On the Personnel > Schedule > Crew Changes tab, if you apply a crew group to a crew change, you'll now see a "Crew group has unused crew" link below the Crew Group field if some crew couldn't be added to the crew change. Clicking the link will display a list of the crew members who weren't added to the crew change.
Crew change notifications no longer link to Crew Changes tab without permission
Previously, the email and text notifications for crew changes always displayed a "Click here to view" button that took you to the Personnel > Schedule > Crew Changes tab. However, because most crew don't have permission to this tab, they saw an error if they clicked the button. In Version 1.15, this button isn't displayed on the notification unless you have permission to the Crew Changes tab.
Same positions grouped together on manning requirements
Previously, on the Personnel > Schedule > Crew Changes tab, when you created a new manning requirement or edited an existing one, each position was displayed separately. Now, if two or more positions are the same, those positions are listed together with a number to indicate how many of that position are required.
View planned crew changes on the Schedule tab
Previously, you could only see pending or approved crew changes on the Personnel > Schedule > Schedule tab, but now you can also see planned crew changes.
Crew changes go through three stages:
- Planned: Created on the Personnel > Schedule > Crew Changes tab then saved or published. This also includes unpublished crew changes.
- Pending: Entered onboard and now waiting for approval.
- Approved: Approved on shore on the Personnel > Schedule > Crew Changes > Pending sub tab.
Note If your approval policies are set to No Approval Required, your crew changes won't become pending. As soon as they're entered onboard, they'll be approved automatically.
Smart crew off dates
In Version 1.15, we removed the Override Crew Off Date field on the Personnel > Schedule > Crew Changes tab because you no longer need it to estimate the end dates of your schedules. Instead, you can now use crew changes to plan both the start and end dates of your schedules:
- Crew On (or Crew Up): When you add a crew on, the planned date becomes the start date of the schedule. If the crew member has a rotation type (either from their assigned asset or from their own profile) the system will use it to project an estimated crew off date on the Personnel > Schedule > Schedule tab.
- Crew Off: When you add a crew off, the planned date becomes the end date of the schedule and overrides the estimated crew off date from the crew member's rotation type, if applicable.
Manage unfilled manning requirements
Now that you can see planned crew changes on your schedule, you can easily plan schedules well out into the future if you need to. Sometimes, you may plan crew changes before you know which crew members will be available to fill each position. To help you see which positions on your planned crew changes haven't yet been assigned, we now display an "Unassigned" link above the position on the Personnel > Schedule > Schedule tab. Clicking the link will take you directly to the Personnel > Schedule > Crew Changes tab where you can assign an available crew member to that position.
We also added two other features to the Personnel > Schedule > Schedule tab to help you manage planned crew changes:
- To the right of any unassigned positions, there's now a red warning icon. If you hover over the icon, you'll be able to see quickly if the unassigned position is an unfilled position (it was manually added to the crew change) or an unfilled manning requirement (it was added to the crew change from a manning requirement.)
- On the Crew Member Totals card, we now include the total work amounts for unassigned positions.
View forecasted payroll on the Payroll Details tab
Previously, Helm CONNECT only calculated actual payroll, which happens automatically when a crew change is approved. Now, to help you plan your upcoming payroll, the system also calculates forecasted payroll, which is payroll for planned or pending crew changes. On the Payroll Details tab, we added two buttons above the payroll grid so you can decide when to display the forecasted payroll:
- Show actuals: Click this button to display only your actual payroll (payroll for approved items.)
- Show forecasted: Click this button to display your forecasted payroll (payroll for planned or pending items) as well as your actual payroll.
Note If you regenerate payroll, the system will regenerate both types of payroll.
Reports and custom fields
We made a number of changes to our reports in this release. If you use report data in reporting tools outside of Helm CONNECT, there are some changes that might affect you. If you have any questions about reports and their data sources, please contact your account manager.
Forms, Tasks, and Corrective Actions reports now display inactive divisions correctly
In previous versions, if you generated the Forms, Tasks, or Corrective Actions reports, you might have noticed that inactive divisions had been labeled as (Deleted) in these reports when they weren't actually deleted. In Version 1.15, we fixed that. Now, these reports will display the label (Inactive) for inactive divisions. Currently, this label appears only in the Forms, Tasks, and Corrective Actions reports.
Changes to Bank Records, Bank Totals, and Payroll Transactions reports
Under Filters, we added a new check box called Forecasted Payroll that allows you to switch the data between forecasted payroll and actual payroll. If you select the Forecasted Payroll check box, the report will only include forecasted payroll data. If you clear the Forecasted Payroll check box, the report will only show actual payroll data.
Changes to Available Crew, Crew Changes, and Onboard Crew reports
Under Filters, we added a new check box called Hide Planned that allows you to include or hide planned crew from your report. If you select the Hide Planned check box, the report will only include the actual crew; if you clear the Hide Planned check box, the report will include both the planned crew and the actual crew.
Note Planned crew are from crew changes that have been created on shore but have not yet been entered onboard; actual crew have been entered onboard.
Changes to Work Periods report
Under Filters, we removed the Approved Work Periods Only check box and replaced it with three new check boxes:
- Hide Approved: Select this check box to remove approved work periods from your report.
- Hide Pending: Select this check box to remove pending work periods from your report.
- Hide Planned: Select this check box to remove planned work periods from your report.
Note If you select all three check boxes, your report will be empty; if you clear all three check boxes, your report will include approved, pending, and planned work periods.
Also, because we removed the Override Crew Off Date field from the Personnel > Schedule > Crew Changes tab, we also removed it from the Work Periods report.
Duplicating a shared report no longer generates errors
Previously, if you duplicated a report someone shared with you, and, before saving your copy, selected someone in the 'share with' list who had already received a copy of the same report, you would get an error and have to start over. In Version 1.15, you can select anyone in your 'share with' list before saving a duplicated report without encountering any errors.