Trackit Energy made some enhancements to the Admin, Personnel, Allocator and Resource Plan modules to improve user experience and add additional functionality.

Admin Menu – Company List
Qualifications and Roles can be added to Companies. To add a Role or Qualification to a company, find the company in the Company List and select Edit from the settings cog. Then select the Qualifications or Roles tab on the top left-hand side.

Only Qualifications and Roles setup as Company Qualifications and Roles in the Qualifications & Roles section of the Admin menu will be available for selection. Select the required Qualification or Role, complete the required fields and click on Save/Add

Personnel – Merge Duplicate Profiles
Administrators now have the ability to merge duplicate profiles in the Personnel module. To merge a duplicate profile, select the person from the Personnel module and click on the Merge tab at the top of the page. A list of personnel with matching Passport/IC Number, matching first and last name and DOB, matching External Reference ID or matching Phone Number/email address will be displayed

Select the check box of the person/s to merge and click on the Merge Selected button.
Things to keep in mind:
1. Personnel selected from the list will be merged into the person’s profile the user is viewing.
2. The selected records will be deleted after the merge.
3. A person’s Qualifications, Roles and Leave will not be merged.
4. The merge cannot be undone

Allocator
To improve performance, a Reload Allocator button has been added to the Allocator page. This will allow the user to load the grid after all the required selections were made and prevent the page from refreshing after each selection. Once all the filters are set, click on the Reload Allocator button

Resource Plan
Changes were made to the Resource Plan to add additional functionality and prepare for future enhancements based on user feedback. Users now have the ability to indicate if the POB location is different from the work location.

Resource Plan – Plan
For New Personnel Requests, if the work location and the POB location is the same, the user only need to enter the Location. If the POB location is different from the work Location, select a location from the POB Location dropdown list. When a POB location is selected, the Arrival Location will default to the POB Location

If the return travel mode or locations are different from the arrival travel mode or locations, select the Different Return Travel checkbox and complete the field as required

Resource Plan – Activity
The Activity section layout has been updated for a better user experience. The Edit Activity Reference section is split into tabs.

General tab: Like New Personnel Requests, different POB locations can be specified for Activities. If an Activity requires a different POB location, select the Different POB Accommodation Location? checkbox and select the POB location from the POB Location dropdown list. Qualifications for Activities can be added by clicking in the Required Qualification field and selecting the qualifications from the list. Only qualifications flagged as Activity qualifications in the Qualifications area under the Admin menu will be available for selection

Requirements: A Description field was added to identify different requirements

Qualifications: Qualifications for activities can be added in this tab. To add an activity qualification, select Add a Qualification and complete the required fields. Only qualifications flagged as Activity qualifications can be added

If an Activity requires a qualification and the qualification is not added in the Qualifications tab, the Activity will be highlighted in red in the Activity Reference screen to indicate missing qualifications

Resource Plan – Overview
The Activity ID can be displayed by adding the column to the grid. To add a column, click on Manage Columns and select the required columns from the list. Columns can also be reordered by dragging and dropping them in the required positions. To save the state of the grid for and instance, select Set As Instance Default. To save the state of the grid as a user default, select Set As User Default.

Resource Plan – Forecast
If the Work Location is different from the POB Location, resources will be visible in both locations. The POB Location will indicate the resources in the Bunks section of the grid and the Work Location will indicate the resources in the POS section of the grid

Bug Fixes
Fixed an issue in Resource Plan where some users received an error when clicking on Generate Request Dates
Fixed an issue in Resource Plan where some users were unable to change personnel in the Activity grid
Fixed an issue in Resource Plan where the Cost Code was removed from an Activity after saving
Fixed an issue in Resource Plan where the travel mode was not updated in the Forecast section and Allocator module after choosing a different return travel mode
Fixed an issue in Resource Plan where not all Activities were displayed for the date range selected
Fixed an issue where some users were unable to edit Roles
Fixed an issue on the Dashboard where all POB’s showed as red
Fixed an issue where some users received an error when viewing the Work Hours Reports in POB
Fixed an issue in the Allocator where some voyage dates were displayed incorrectly if All is selected as the Origin

Please contact your account manager if you have any questions.

Enhancements

Trackit Energy made some enhancements to the Admin module to allow Administrators to reset a user’s MFA if they have changed their device/phone or have problems logging in using MFA

Admin Menu – Users list
To reset a user’s MFA, click on the cog wheel of the user and select View

Upon login, the user will need to setup the MFA again by either downloading the app again or click on the “I’ve already downloaded it” link if they already have the app on a device. The user can then scan the barcode and follow the instructions

Enhancements

Trackit Energy made some enhancements to the Admin, POB, Resource Plan modules and Help files to improve consistency and add additional functionality.

Admin Menu – Qualifications & Roles
Setting up Qualifications and Roles moved from the Personnel Setup section to the Admin Menu. As Qualifications and Roles are being used in multiple modules, Trackit decided to move them to the Admin Menu to make provision for additional functionality and enhancements.

A separate permission was added to access Qualifications and Roles. This permission will be enabled for any personnel who previously had the Qualifications permission enabled in the Personnel module.

No changes were made to the menus and sub-menus for Qualifications and Roles and updating Qualifications and Roles for personnel remains within the Personnel Module

Admin Menu – Qualifications
When adding or editing Qualifications, the user now has the option to specify how the qualification will be used i.e. Personnel, Company or Activity

The Qualifications grid will display the areas the qualifications were setup for

Admin Menu – Roles
Similar to Qualifications, Roles can now also be specified on where they will be used i.e. Personnel, Company or Activity

The Roles grid will also display the new Areas

Admin Menu – Companies
A few minor changes were made to the Company List for a better user experience. A Created Date filter was added to this section to allow a user to search for Companies created within a specific date range and the date range filters were removed from the grid.

POB – Day Trippers
Enhancements were made to cater for day trippers from one POB location to another POB location. To ensure POB details like Days on Board, Muster Stations, Lifeboat etc is not lost or reset if personnel are scheduled for a day trip to a different POB location, the system will look at scheduled flights for the day. If personnel are scheduled to depart from a POB location to a another POB location and the same personnel are scheduled on a different flight to return to the POB location on the same day, the Days on Board, Muster Stations, Lifeboat etc information will not be reset or cleared. When the personnel arrive at the new POB location, they will be listed as POB Visitors. When they depart from the POB, they will be removed and on arrival at the first POB location will bet set as On Board again.

When the user clicks on the Icon, a new window will appear with access to the Help Files

Bug Fixes
Fixed an issue where the Logo did not appear on Manifests for some users
Fixed an issue in Resource Plan Activities where the warning to display invalid passengers were missing for some users
Fixed an issue in Resource Plan Activities where changing personnel from the Activity grid did not save

Enhancements

Trackit Energy made some enhancements to the Admin, Resource Plan and Marine modules to improve consistency and add additional functionality.

Admin Menu – Company List
New columns have been added to the Company List grid. To manage the columns, select the Manage Columns button and enable/disable the required columns. Columns can also be rearranged by dragging and dropping them. When done, select either Save As User Default or Save As Instance Default at the bottom of the page and click in Save.

Created and Last Modified Columns
The Created and Last Modified columns will show the date and time the Company was created or last edited.

Export
Clicking on Export to Excel will export the display to an Excel file

Resource Plan - Overview
If a request, that has already been allocated to a flight in the Allocator, is edited and re-approved, the flight icon for the already allocated flight will remain in the grid.

Resource Plan – Plan & Activity
The warning to confirm if a request requires re-confirmation after editing the request, will only appear if the resource providing company has the Resource Plan Allocator Approval Required box checked in the Company List. If the request does not need re-confirmation, the status will change to Awaiting Approval after saving and will still need to be approved again.

Marine
The Marine module will now allow users to add passengers to more than one location of a voyage. This will make it easier to schedule day trippers and being able to embark and disembark passengers at multiple locations of a voyage

Bug Fixes
Fixed an issue in the Resource Plan where no warning appeared when creating overlapping dates in an Activity

Fixed an issue where the Muster Reports did not sort by Muster Station

Fixed an issue for some users where automated reports were sent multiple times

Fixed an issue in POB for some users where Days On Board displayed as -1

Fixed an issue in the Resource Plan where shift patterns did not show correctly for TBA’s in the Overview screen

Enhancements

Trackit Energy made some enhancements to the Aviation, Marine, Personnel and Resource Plan modules to improve consistency and add additional functionality.

Aviation - Booking
A new Passenger and Cargo list button was added to print a list with just the basic information of the flight, passengers and cargo. To access the list, click on the three dots next to the Print Full Details button and select Print PAX & Cargo List

Marine - Plan
Planning a voyage will now work similar to planning a flight. When a creating a Voyage, the Add Voyage tray will appear with the Details and Route tabs on the left-hand side. Use the Details tab to enter the basic details of the voyage

Find the required locations and click on the Add button. Locations can also be found by typing the location name in the Search bar. Similar to Aviation, the locations can be dragged and dropped to rearrange the route. The Working Time can also be set to determine how long the vessel is planned to stay at the location before departing to the next location. To go back to the Details tab, click on the X above the search box to close the location selector.

Marine – Plan – Edit
To edit the Voyage Details, click on the Edit Voyage button on the top right-hand side when selecting a voyage from the Calendar. The Edit Voyage tray will appear with the details of the voyage. Make the changes as required and click on Save at the bottom of the screen

Personnel - Reports
A new report called Roles By Person was added to the list of reports. The report can be run to show personnel with specific roles, personnel with no roles or all personnel with all their roles. The report can also be exported to Excel by clicking the Export to Excel button on the right-hand side of the screen

Resource Plan – Activities
When attempting to delete and Activity Reference and requests have already been generated for the activity, a warning will appear advising the user to first delete the generated requests. This will ensure that all other views and modules are updated accordingly.

To delete any generated requests, edit the Activity Reference and delete the requests in the grid. After deleting the requests, the Activity Reference can be deleted.

Resource Plan – Forecast
Requests requiring marine transport will now be displayed separately in the Forecast View under Inbound Voyages and Outbound Voyages within the grid

Resource Plan – Day trippers
Creating a request and selecting a roster setup for Day Trippers, will now create inbound and outbound travel requests for each day for the selected dates

Resource Plan – Activity
The Activity Reference ID as well as the Resource Required Count columns can be added to the grid by using the Manage Columns button

Bug Fixes
Fixed an issue in POB Accommodation where not all dates were updated after editing someone’s arrival and departure details
Fixed and error when clicking on “Go To POB” on the Dashboard did not work
Fixed and issue in Resource Plan where the Filter option and column names were overlapping for some users
Fixed and issue in the Admin Menu when creating or editing a Roster caused an error when selecting an RDO
Fixed an issue in the Personnel module where listing the Group Companies loaded inconsistently for some users
Fixed and issue in Resource Plan where unapproved bookings appeared in the "Remaining POB with Approved Activity" grid
Fixed and issue when editing a Personnel Request in the Resource Plan Activity screen caused an error
Fixed an issue where accommodation conflicts appear in red if personnel were checked into bunks on the same day the previous personnel checked out 

Enhancements

Trackit Energy made some enhancements to the POB module to perform additional bulk functionalities and track the validity of qualifications in POB locations.

POB - Plan
The new Plan grid will have a new column with an Info button that will display the person’s current, missing, about to expire and expired qualifications required for the POB Location. Any person with an expired or missing qualification will be displayed in red. Personnel with qualifications that will expire within 28 days will be displayed in yellow. Clicking on the person’s name will open a new browser tab to the person’s Personnel Profile.

POB – Plan Continued
From this view bulk Check In and bulk Delete can also be performed by selecting the people required and then clicking on the three dots next to the Edit button and selecting Check In or Delete as required.

POB – Plan Continued
When booking or checking in any personnel with expired or missing qualifications required for the POB Location, a warning will appear asking the user to continue or cancel the action.

Bulk edit can be performed by selecting the personnel and then clicking on the Edit button at the bottom of the screen.

POB – Plan Continued
A new Qualified column has also been added. To enable the column, click on Manage Columns and select the check box for Qualified. To keep the column selected for future use, choose either Set As User Default or Set As Instance Default at the bottom of the page before saving.

POB – Plan Export
The POB Plan grid can be exported to Excel by clicking on the Export to Excel button.

Enhancements

Trackit Energy made some enhancements to the Aviation, POB and Resource Plan modules and resolved a number of bugs encountered by some users.

Aviation – Check In/Out
Files/Documents can be uploaded by selecting the Files tab in the Check In/Out section and then selecting the blue Select files button. Files uploaded in the Booking section will also be visible in the Check In/Out section.

Aviation - Booking
Setting the “Set down time” for a location will now be done after the location was added. The Set down time box will appear when the next location is added to the route. The user can now adjust the set down for each location at any time without having to rebuild the flight route.

POB – Plan
A new column has been added to the Plan screen to show the number of days on board.

If the column is not visible, select the Manage Columns button just above the grid and select the check box for the Days On Board column and click on Save. To keep the setting select either “Set As User Default?” or “Set As Instance Default” before clicking on Save.

Resource Plan – Activity & Allocator
When editing an Activity and changing the assigned person, the Allocator module will be updated with the new assigned person and the previous person’s request will be removed from the Allocator.

Resource Plan – Activity
If a Travel Mode was selected when adding a request, the Departure Location will be mandatory when generating the request.

Bug Fixes
Fixed an issue where the remaining bunk number on the Resource Plan Forecast View was wrong for some users

Fixed an issue where the header for the User Roles in the Admin menu was missing

Fixed an issue where the column headers were wrong after exporting the Qualifications Reports

Fixed an issue for some users when editing an Activity Reference name did not save

Fixed the layout for the Accommodation view in the POB module where names were not fully visible

Fixed an issue where some Widgets did not display correctly

Fixed an issue when using special characters for Emergency Roles caused an error when adding new bookings in the POB module

Enhancements

Trackit Energy made some enhancements to the Marine module to improve consistency and reduce the number of clicks as well as to the Inventory module to improve CHE Management

Marine - Action
The user can now navigate directly to specific voyage legs by using the dropdown list instead of returning to the Action menu.

A new button has been added to the Voyage Details tab to allow the user to navigate straight to the voyage’s Overview screen in the Plan section.

Marine – Plan
A new button has been added to the Overview tab to allow the user to navigate straight to the specific leg’s Voyage Details tab in the Action section.

Inventory
Container Types and Container Management moved from the Marine module to the Inventory module.