Sending/Moving a License Record to History

This feature is useful for audit trail purposes as you can save a history of all the crew member’s license records entered into the System. On the License/Training screen, you can right-click on any license record listed in the table and 'Send a copy to History' or 'Move to History'.

Screen Navigation: Personnel - Profiles - Licenses History

 

Sending/Moving a License Record to History

To move or copy a license record to history:

1. From the HR Manager main menu, click Profiles under the Personnel menu.

2. Ensure that the crew profile for which you want to move or copy a license record to history has been loaded.

Note: To search for a crew member, enter part of the crew's name or ID in the Search Crew field above the profile picture, then select from the auto suggested results.

Note: Alternatively, click the magnifying glass icon to open the Simple Search pop-up window. You can use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile, or search for specific crew member(s) based on their Name, Gender, Nationality, Pool, Rank, Manning Agent, and Active/Inactive status.  

3. After you have loaded the crew profile record, click the National or Flag State sub tab under the Licenses tab.

4. Highlight the relevant license record(s) that you want to send or copy to history. Then, right-click on the record and select:

  1. Send a copy to History to send a copy of the license record(s) to Licenses History, or
  2. Move to History to move the license record(s) to Licenses History. The license will then no longer be available in the table under the National or Flag State sub tab.

Note: To select multiple records at once, press and hold the CTRL key while selecting the records.

5. Click Yes to confirm sending a copy of the license or moving the license to history.

6. Go to the Licenses History sub tab. Under this sub tab, license records that you have copied or moved to history will be displayed along with their details.

Note: Use the same steps to send or move crew certificate records to history under the Certificates tab on the crew profile.

 

 

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