Logistics

Setting Up Logistics

• Activity Types for Helm CONNECT Logistics
• Set Up Event Types for Helm CONNECT Logistics
• Billing Types
• Trip Types
• Trip Type Templates
• Set Up Event Types

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Setting Up Logbook

• Logbook: Design and Layout
• Logbook: Rename and Reorder Your Tabs
• Logbook: Add Mile Marker and Owner Fields to Location Types

Using Logbook

• Logbook: Introduction to the Basic Workflows
• Logbook: Log an Event or Activity
• Logbook: Perform a Single Crew Change
• Logbook: Create a PDF Report
• Logbook: Export to a CSV File

Setting Up Cargo and Fluid Inventory

• Logbook: Introduction to Cargo and Fluid Inventory
• Logbook: Set Up Tanks and Cargo Holds
• Logbook: Configure Commodities and Commodity Types
• Logbook: Configure Event and Activity Types for Cargo and Fluid Inventory

Using Cargo and Fluid Inventory

• Logbook: Log Fluid Reading Events and Activities
• Logbook: Log Cargo Events and Activities
• Logbook: Log Pressure and Temperature Reading Events and Activities
• Logbook: Log a Commodity Transfer Between Assets

Setting Up Manifest

• Logbook: Introduction to Manifest
• Logbook: Set Up Manifest Person Profiles
• Logbook: Set Up Manifest Identification Types
• Logbook: Set Up Manifest Attribute Types
• Logbook: Configure Manifest Settings by Division
• Logbook: Create Manifest Profiles for External People

Using Manifest

• Logbook: Add a Manifest Passenger Using an Existing Profile
• Logbook: Add a Manifest Passenger Without an Existing Profile
• Logbook: Track Daily Manifest Activities
• Logbook: Offboard a Manifest Passenger
• Logbook: Navigate Dates in the Manifest Grid
• Logbook: Edit External Person Details in Manifest

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Setting Up Voyages

• Introduction to Voyages
• Add PO Number and Trip Number Fields to Voyages

Using Voyages

• Generate Manual Invoices and Credit Notes for Voyages
• Print Master and Billing Logs
• Pause and Resume Voyages
• Manage Voyages with Orders and Legs