Version 1.15: Plan schedules

In Version 1.15, we worked hard to turn Helm CONNECT Personnel into a true planning tool. We added a number of enhancements, including being able to see planned crew changes on your schedule, smart crew off dates, and some helpful new features for managing unfilled positions, especially when they're part of manning requirements.

See all crew changes on the schedule

In Helm CONNECT, crew changes go through three stages:

  • Planned: A crew change that was created on the Personnel > Schedule > Crew Changes tab, then saved or published. Unpublished crew changes are also considered to be in the planning stage.
  • Pending Approval: Published crew changes go to the Onboard > Personnel > Crew Changes tab for your crew. Once someone onboard enters the actual date and time for a crew change and saves it, it enters the pending stage while it waits for approval on shore.

    Note

    Some companies don't require their crew changes to be approved on shore. If your approval policies are set to No Approval Required on the Setup > Personnel > Approval Policies tab, your crew changes won't become pending; as soon as they're entered onboard they'll be approved automatically. If you have any questions about your approval settings, please contact your account manager.

     

  • Approved: Pending crew changes go to the Personnel > Schedule > Crew Changes > Pending sub tab to wait for shoreside approval on shore.

 

Previously, you could only see pending and approved crew changes on the Personnel > Schedule > Schedule tab. This made it difficult to plan crew changes ahead of time because you didn't have a clear way to look at them. Now in Version 1.15, we also display planned crew changes on the Schedule tab.

PersSchedSched_ThreeStages_1.15.png

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.

Also, now that planned schedules are displayed on the Schedule tab, you'll see each crew on and crew off on the schedule before your crew log onboard so you can review your planned schedules easily. Another useful change we made was to the list of available crew members when you add a crew off. 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.

PersSchedCrewChg_CrewOffListFilters_1.15.png

Manage unfilled manning requirements

Now that you can see planned crew changes on your schedule, you can plan schedules well out into the future if you need to. Sometimes, you may want to plan crew changes before you know which crew members will be available to fill each position. In Version 1.15, we added three features to help you manage this:

  • 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.

    PersSchedSched_UnassignedPositions_1.15.png

  • 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 if the unassigned position is simply an unfilled position (it was added to the crew change manually) 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.

    PersSchedSched_UnassignedTotals_1.15.png