Assignments - Transfer Candidate

Crew Managers can transfer some Pipeline Stages from one Assignment to another. This is useful if a candidate needs to change vessels and they are halfway through the Pipeline for a different vessel. It means you don't have to repeat all the Stages again for the new Assignment. 

The system automatically transfers Negotiations, Assessments (if the same type is required) and Forms (if the same Form is used.) You can see which Stages will be transferred and which will not. 

To transfer Pipeline Stages, go to the Planning page: 

 

Use the filters to find the vessel you want to transfer the Pipeline Stages from. Double click on the blue candidates box in the calendar and you will see this pop-up box: 

 

Here you can: 

• See what Stages the Candidates are at. 
• Add more candidates. 
• Edit the position’s dates. 
• Check the circle next to the candidate you want to transfer then click Transfer. You will see this: 

 

Here you can: 

• Click the funnel icon to search by rank or vessel for the Assignment you’re looking for. 
• Check the circle next to the Assignment that you want to transfer the candidate to. 
• The Transfer button at the top will turn dark blue. Click it to complete the transfer. You will then see this: 

 

Stages that have already been approved and Stages that can be automatically transferred will have a green check mark next to them. 

To transfer your candidate from one vessel’s Assignment to another click the Transfer button at the bottom of the pop-up box. 

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