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4.7 Compliance Settings

The settings found in this section relates to various compliance like qualifications, work hour limitations, visas, etc. For example, if you have a crew who is under a Student Visa, the working hour for that crew is limited.

Using the Compliance Settings in PM, the monitoring of compliance is made automatic. You don’t have to manually monitor if your crew has exceeded the limitation of a Student visa, or if a crew is qualified to do an Activity.

4.7.1 Activating the Compliance Settings

By default, the Compliance Settings is hidden from the Settings section.

To display the Compliance Settings, follow these steps:

1. Click Settings.

2. Go to Advanced Settings.

3. Select Yes from the dropdown menu and click Save.

4. The Compliance Settings will now appear on the side menu.

4.7.2 Exceed Hours Warning

The Exceed Hours Warning is the compliance setting for limiting the working hours of a crew.

Show Warnings for required fields: A warning will appear on the Crew Profile page prompting user that the field is a required field.

Email Warning to Admin: An email is sent to the Admin informing that crew has exceeded the working hours.

Email Warning to Crew: An email is sent to the crew informing him/her that he/she has exceeded the working hours.

ADDING A FIELD FOR EXCEED HOURS WARNING:

1. Click Add Field.

2. A new field will be added on the bottom where you can enter the information of the field.

Caption: Enter the caption of the field. This caption will appear on the crew profile page.

Input: Enter the value of input here.

Select: Select from the dropdown menu list if you want your Input to be in Week/Hrs or Total Hrs.

Block Crew: The name of the crew will have a text “BLOCKED” appended to it and will not be able to be assigned to a shift.

Required: When the checkbox is tick, the field is tagged as a required field on the crew profile page.

Warn: When the checkbox is tick and the hours have been exceeded, a warning message will appear on the Shifts page.

Apply to All: When the checkbox is ticked, the field is applicable to all crews.

Daily Email: An email is sent to the admin on a daily basis.

Once you have entered all the information of the field, you can now see it on the Crew Profile Page.

FIELDS ON THE CREW PROFILE PAGE

These are the fields that have been added on the Exceed Hours Warning.

The above fields should appear on the Crew Profile page in PM. As you can see in below screenshot of the Crew Profile page, the fields are now visible.

BLOCKING CREW USING EXCEED HOURS WARNING

Let’s use Student Visa as an example. In the Exceed Hours Warning of the Compliance Settings, the Student Visa has a limit of 15 hours per week.

In the Crew Profile page, let’s activate the Student Visa on one of the crews.

So this means, my crew is only allowed to work for 15 hours in a week. In below example, staff has already worked for 6.08 hours and he can still work for 8.92 hours for the week.

Now, let’s try to book a job that is 15 hours long and try to book the staff on Student Visa.

So the crew total for the week is now is 24.06 hours. A warning message will appear on the Shifts Page and the crew will be blocked for the next job booking for the week.

The word BLOCKED will be appended in the name of the staff.

A warning message will pop-up if you try to book the BLOCKED Crew.

 

4.7.3 Expiry Date Warning

The Expiry Date Warning works the same as the Exceed Hours Warning but this time the control is related with the date.

Show Warnings for required fields: A warning will appear on the Crew Profile page prompting user that the field is a required field.

Email Warning to Admin: An email is sent to the Admin informing that crew has an expired item.

Email Warning to Crew: An email is sent to the crew informing him/her that he/she has an expired item.

ADDING A FIELD FOR EXPIRY DATE WARNING:

1. Click Add Field.

2. A new field will be added on the bottom where you can enter the information of the field.

Caption: Enter the caption of the field. This caption will appear on the crew profile page.

Type: The selection is default at Text.

Select: Select from the dropdown menu list if you want your Input to be in Week/Hrs or Total Hrs.

Block Crew: The name of the crew will have a text “BLOCKED” appended to it and will not be able to be assigned to a shift.

Warn: When the checkbox is tick and the hours have been exceeded, a warning message will appear on the Shifts page.

Once you have entered all the information of the field, you can now see it on the Crew Profile Page.

FIELDS ON THE CREW PROFILE PAGE

These are the fields that have been added on the Exceed Hours Warning.

The above fields should appear on the Crew Profile page in PM. As you can see in below screenshot of the Crew Profile page, the fields are now visible.

BLOCKING CREW USING EXPIRY DATE WARNING

Let’s use Block as an example and enter an expired date for the crew. In the Compliance Settings, the checkbox of Block Crew is ticked.

So when the field block is expired, the name of the crew has a text BLOCKED appended to it when trying to assign the crew to a shift.

You will not be able to assign a crew with an Expired Date in a shift. The crew is BLOCKED.

User will be prompted with this error in the Job Sheet page.

In the Shifts page, we have this warning:

 

4.7.4 Qualifications

There are Activities which require a Qualification before a crew can be assigned to a shift. As such, Activity can be mapped to a Qualification. Depending on the settings in the Compliance Setting, a crew may be blocked from being assigned to a shift.

Show Warnings for required fields: A warning will appear on the Crew Profile page prompting user that the field is a required field.

Email Warning to Admin: An email is sent to the Admin informing that crew has an expired qualification.

Email Warning to Crew: An email is sent to the crew informing him/her that he/she has an expired qualification.

ADDING A FIELD FOR QUALIFICATION:

1. Click Add Field.

2. A new field will be added on the bottom where you can enter the information of the field.