Crew Scheduling: Set Up Approval Policies

Your approval policy determines whether crew changes completed on your assets need to be approved on shore. If you select Shore Approval Required, completed crew changes appear on the Pending tab of the Personnel > Schedule > Crew Changes tab until someone on shore approves or denies them. Payroll starts counting a crew member's time onboard once their crew on is approved. If you select No Approvals, completed crew changes don't need approval and the Pending tab doesn't appear.

Either way, the asset's current crew and the schedule are updated as soon as someone saves a completed crew change. You can also use a different setting for specific asset types.

Set Up the Approval Policy for Crew Changes

You can set up your approval policy on the Setup > Personnel > Approval Policies tab.

To set up the approval policy for crew changes

1. Go to the Setup > Personnel > Approval Policies tab.
2. Click Crew Changes.
3. Click Edit.
4. Select No Approvals or Shore Approval Required.
5. (Optional) To use a different setting for a type of asset, do the following:
   1. Click Add Exception.
   2. From the Asset Type list, select the asset type.
   3. Select No Approvals or Shore Approval Required for that asset type.
   4. Repeat these steps for each asset type that needs an exception.

   To remove an exception, click the remove icon (⊗) to its right.

6. Click Save Changes.

To learn how to approve or deny crew changes on the Pending tab, see "Crew Scheduling: Review and Approve Crew Changes."