Set Up Positions

Positions control which groups of users can be assigned a maintenance task or corrective action. They also help you manage crew certifications.

Add a Position

To add a position, follow these steps:

1. Go to the Setup > Users > Positions tab.
2. Click New Position.
3. In the Name field, enter the name of the position.
4. (Optional) In the Accounting Code field, enter the accounting code.
5. (Optional) If a person can be assigned to a task or corrective action, 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 on Asset

   Note If you're adding a position for use with the Crew Certifications module only, 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 the person's 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 the person's name from the Assignee list for tasks assigned to dry dock.
• People in this Position can be assigned Maintenance Tasks on Asset If this option is part of someone's position, then other users can select the person's 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: