Crew Scheduling: Use Planned Crew Changes to Trigger Forms
Many companies require their crews to fill out specific forms each time crew members board or leave an asset. If you subscribe to Helm CONNECT Compliance as well as Helm CONNECT Personnel, you can simplify this process by setting up these forms so they will be triggered automatically each time a planned crew change is recorded on an asset.
NoteOnly planned crew changes—crew changes created and scheduled on shore—can trigger a form. Unplanned crew changes recorded on an asset can't trigger a form. Create and schedule your crew changes on the Crew Changes tab in Schedule, on the Personnel menu.
When a planned crew change recorded by an asset triggers a form, the crew will see the form in the "To Do" list of their workspace in Onboard > Logs, as well as in the "In Progress" section on the Onboard > Forms > Library tab. The form's due date will be based on the number of days onboard in the asset's rotation. If the asset's rotation is either 0 days onboard or is unspecified, the triggered form will be due the day it's triggered.
How to add a crew change trigger to a form
You can add a planned crew change trigger to any of your form templates, either by building a new template or editing an existing one. See this article for more about building a form template.
To add a crew change trigger to a form
- Go to the Setup > Templates > Forms tab, select the template you want to update, then click Edit.
- In the header, click in the Crew Change Type field then select Planned Crew Change.
- Click Publish.