In Martide you’ll find a feature called Planning. This enables you to easily plan your vessels and seafarers so you can see where you are at a glance. Here’s how to use Planning.

A note about Planning

Because Planning lets you plan both Vessels and Seafarers, in order to use the feature you will need to have two browser tabs open so that you can have both the Vessels page and the Seafarers page open at the same time.

screenshot of a browser bar showing vessels and seafarers tabs open

But first of all…

Where to find Planning

Log into your Martide account and click on Planning in the menu on the left hand side. You will be taken to a page that looks like the image below.

Note the Vessels and Seafarers tabs at the top of the page in the red box. We are currently on the Vessels page:

screenshot of the vessels page in planning

Understanding the Vessels page in Planning

This page shows you at a glance who is on your vessels and allows you to plan future crew.

On this page (see above image) you can:

  • Search for your vessels using the drop down boxes under All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All PIC (Person in Charge), and All Statuses.
  • Filter your search by Flags, ECDIS, Technical Manager, Client, PIC, and Status.
  • Remove a filter by clicking on the blue box named for that filter at the top of the page.
  • Remove all filters by clicking the blue Filter button at the top right of the page. (This makes the calendar larger.)
  • Add a Crew Change by clicking the blue +Add Crew Change button at the top right.
  • View the calendar and see the current status of your chosen vessel at a glance.
  • Make the calendar larger and smaller by clicking on the - and + bar on the top right or make it fill the screen by removing all filters.
  • Click the 'i' icon on the top right to see the color codes for the calendar.
  • Create an Assignment and convert a draft embarkation plan to an Assignment.

How to use Planning on the Vessels page

To view a vessel and her crew click on any configuration of the boxes called All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All PIC, and All Statuses.

Each box has a drop down menu. For example, we have clicked on All Vessels:

screenshot of the dropdown menu under All Vessels

We want to see the crew plan for our (fictional) vessel called Angel so we:

  • Click on All Vessels and select Angel.
  • Click the Search button.

Now we can see Angel’s crew plan in the calendar below:

screenshot of the calendar

Here you can:

  • See who is onboard at the moment.
  • See who is lined up to replace the current seafarer onboard.
  • Click the 'i' icon on the right of the screen to see what the color coded status of a seafarer is (see image below). The statuses are: Completed, Onboard, Hired, Assignment, Draft or Don’t Need Replacement, Warning and Approved.
  • Scroll down to see all of your ranks on that vessel.
  • Scroll across to see future dates.
  • Create an Assignment and convert a draft embarkation plan into an Assignment.

For example:

screenshot of the calendar with different seafarer scheduling

Here you can:

  • See that Second Officer Mosciski is currently onboard and disembarking in May. Second Officer Muller will be embarking part way through Mosciski’s contract in mid-April and disembarking at the beginning of August.
  • See that Third Officer Nicholas will embark in mid-June and will disembark in April to be replaced by Third Officer Funk.
  • Double click on a seafarer’s name to see their Embarkation Details. That will open a pop-up box that looks like this:
screenshot of the embarkation details pop up box

Here you can:

  • Enter and change your seafarer’s rank, estimated left and arrived home dates, estimated sign-on and sign-off dates, actual left and arrived home dates, and actual sign-on and sign-off dates.
  • Click the check-box if they are an approved seafarer.
  • Change their rank by clicking the Change Rank button.
  • Add notes about the seafarer.
  • Cancel or save your changes and delete the embarkation if needed.

How to read the color coded statuses

Click on the 'i' icon on the top right hand side of the page:

screenshot showing the i icon

That will show you a drop down box that looks like this:

screenshot showing the drop down menu with color explanations

This tells you which color matches which status in the calendar.

How to create an Assignment in Planning

Click and drag your mouse across a blank section in the calendar. In our example we're going to create an Assignment for a Fourth Officer from November to February:

screenshot showing the calendar

This will open a pop-up box like this:

screenshot of the create assignment pop-up box

Select the exact dates you want the Assignment to run from and to and click No Replacement if you do not want a replacement for this period or Create Draft to create a draft embarkation.

If you click No Replacement you will see this in the calendar:

If you click Create Draft you will see a pop-up box that looks like this:

Here you can:

  • Search for seafarers by clicking in the search bar at the top. A drop-down list of your seafarers will appear. Click on the names you want to add to the draft embarkation.
  • The rank will appear by default in the box below but you can remove it or add more ranks.
  • Select a Seafarer Pool from the Pools box or leave it at All Pools.
  • Select a Status. Statuses are Rejected, Active, Unavailable, Left, retired, NFR (Not For Rehire.)
  • Select a location: Onshore or Aboard, or both.
  • Click Save when you're done.

For example:

How to change a seafarer’s rank in Planning

If you need to change a seafarer’s rank, click on their name in the planning calendar. You will see a pop-up box with their embarkation details in it. Click on the Change Rank button:

screenshot of the pop up box showing the change rank button

That will open a pop-up box that looks like this:

screenshot of the change rank pop up box

Here you can:

  • Select a new rank from the drop-down menu in the Rank box
  • Enter the date the change of rank will be effective from.
  • Enter the seafarer’s estimated disembarkation date.

The default settings for search are All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All PIC (Person in Charge) and All Statuses.

You can also filter your search results by Flags, ECDIS, Technical Manager, Client, PIC (Person in Charge) and Status, or by any combination of these.

You can also enter more than one search option from each drop down box. In our example you can see we’re searching chemical tankers and car carriers.

Here’s how to use filters:

To include all filter options, select the relevant vessel, rank, flag, ECDIS etc. from the drop down boxes under All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All PIC (Person in Charge), and All Statuses.

For example:

screenshot of the vessels page showing how to filter the search

To remove any of the filters click the blue box named for that filter at the top of the page. It will turn white and the filter will be removed from the drop-down menu options. You can get the filters back by clicking on them again.

In our example, we’re going to remove Flags, ECDIS and Technical Manager:

screenshot of the removed filters

To remove all filters click the Filter button at the top right of the page and the blue filter boxes will disappear and you will see a larger version of the calendar. You can get the filters back by clicking on the Filter button again:

screenshot of the vessels page showing the filter button

How to add a Crew Change

Click the blue +Add Crew Change button on the top right of the page:

screenshot showing the add crew change button.

That will open up a pop-up box that looks like this:

screenshot of the crew change box.

Here you can:

  • Add the From Date in the first box.
  • Select the vessel from the drop down menu.
  • Select the port from the drop down menu.
  • Click Save when you're done.

Now we’re going to explain how to use the Seafarers page in Planning.

Understanding the Seafarers page in Planning

This page shows you at a glance who is available ashore. It looks very similar to, and works the same way as, the Vessels page. It looks like this:

screenshot of the seafarers view in planning

Here you can:

  • Search for your seafarers using the drop down boxes under All Seafarers, All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All Pools, All PIC (Person in Charge), All Statuses, All Locations, Planned Start Date, Planned End Date, Not Planned Start Date and Not Planned End Date.
  • Filter your search by Flags, ECDIS, Technical Manager, Client, Pools, PIC, Status, Location and Planning.
  • Remove any of the filters by clicking on the blue box named for that filter at the top of the page.
  • Remove all filters by clicking the blue Filter button at the top right of the page.
  • View the calendar and see the current status of your chosen seafarer at a glance.
  • Make the calendar larger and smaller by clicking on the - and + bar on the top right.
  • Click the 'i' icon on the top right to see the color codes for the calendar.

How to use Planning on the Seafarers page

To view a seafarer click on any configuration of the boxes called All Seafarers, All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All Pools, All PIC, All Statuses, All Locations, Planned Start Date, Planned End Date, Not Planned Start Date and Not Planned End Date.

Each box has a drop down menu. For example, we have clicked on All Seafarers:

screenshot of the seafarers page showing the all seafarers menu

We want to see the planning for our (fictional) seafarer Dolores Homenick so we:

  • Click on All Seafarers and select Dolores.
  • Click the Search button.

Now we can see Dolores Homenick’s schedule in the calendar below:

screenshot of the seafarer's planned crewing schedule

Here you can:

  • See that Dolores Homenick is a Third Engineer (highlighted in red on the bottom left.
  • See from her calendar that she has been scheduled to crew onboard the vessel Abomination from May to January.
  • Click the 'i' icon on the right of the screen to see what the color coded status of a seafarer is (see image below). The statuses are: Completed, Onboard, Hired, Assignment, Draft or Don’t Need Replacement, Warning and Approved.
  • Zoom in or out using the - and + bar at the top.
  • Scroll down to see all seafarers if you searched for more than one.
  • Scroll across to see future dates.

Double click on the vessel’s name to see the seafarer’s Embarkation Details. That will open a pop-up box that looks like this:

screenshot of the embarkation details pop up box

If you want to change any of these details you will need to switch to the Vessels page and find your seafarer there.

The default settings for search are All Seafarers, All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All Pools, All PIC (Person in Charge), All Statuses, All Locations, Planned Start Date, Planned End Date, Not Planned Start Date and Not Planned End Date.

You can also filter your search results by Flags, ECDIS, Technical Manager, Client, Pools, PIC, Status, Location, and Planning or by any combination of these.

You can also enter more than one search option from each drop down box. In our example below you can see we’re searching for Dolores Homenick and Nestor Becker as well as for the vessels Abomination and Angel.

Here’s how to use filters:

To include all filter options, select the relevant seafarer, vessel, rank, flag, ECDIS etc. from the drop down boxes under All Seafarers, All Vessels, All Vessel Types, All Ranks, All Flags, All ECDIS, All Technical Managers, All Clients, All Pools, All PIC (Person in Charge), All Statuses, All Locations, Planned Start Date, Planned End Date, Not Planned Start Date and Not Planned End Date:

screenshot of the seafarers page showing the filters

To remove any of the filters click the blue box named for that filter at the top of the page. It will turn white and the filter will be removed from the drop-down menu options. You can get the filters back by clicking on them again.

In our example, we’re going to remove Client, Pools and PIC:

screenshot of the page showing the removed filters

To remove all filters and see the calendar in full screen mode click the Filter button at the top right of the page and the blue filter boxes will disappear. You can get the filters back by clicking on the Filter button again:

screenshot of the seafarers page showing the filter button

And that’s it! We hope this will help you to get the most out of our really useful Planning feature but you have any questions, please just get in touch as [email protected].