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Account settings overview

Account settings overview

Account settings lets you configure the following sections: General, Permissions, Adverse events, Work orders, Activity categories, Sites/Assets, Logistics, and Personnel. This article also covers Defects, Audit log, Compensation, Departments, and how to import and export account settings.

General

 

In the General section, you can set the time zone for your project and configure whether the work package field is required in the DPR modal. The three options are: Never required, Required for new reports only, and Always required.

The 'Enable unavailability categories' lets you set an absence type when creating an unavailability on a user - if this is disabled, the categories will not be visible.

Screenshot of enabled unavailability categories when editing personnel:

Screenshot of disabled unavailability categories when editing personnel:

Add a company logo

You can add a company logo from the General section of your account settings.

Drop a file or click and browse to locate it. You then have the option to crop the image.

The company logo will appear on personnel CV and work order PDF downloads.

Check Use uploaded logo for page branding to enable the logo to appear throughout the Execution web app in place of the default Shoreline logo.

 

Integrations

You can integrate with different parties for weather forecasts, personnel rotations and certificates, and vessel tracking data integration.



To activate the Shipfinder integration, enter your Shipfinder API Key. Once a Shipfinder API URL has been entered, that field cannot be left empty.

Permissions

In the Permissions section, you can create and manage access permission policies.

  1. Enter a name in the New permission policy field.
  2. Click Add permission policy.
  3. Select or deselect permissions to define what access each role has.
To edit an existing policy, click the pencil icon. To reorder policies, use the up or down arrow.

 

Adverse events

In this section, you can add ‘Decision by’ and ‘Reasons for downtime’.

 

To add, type in a name for a new decision and click on 'Add type'. You can always delete by clicking on the trash can icon or edit by clicking on the ‘pencil’ icon.

If you click on the tab 'Reasons for Downtime' you will be able to add the reason, ID, and link it to 'Type'.

 

Work orders

In this section, you can set up custom fields, work order types, work order status mapping, man-hours vs clock hours, and work order reports.

 

The default view is the custom fields when accessing the work order settings. Here, you are able to create and edit custom fields.

 

Following the drop-down menu, you will be guided to work order status mapping, which is set up by default but can be customized.

 

Activity categories

Here you can add new or edit existing generic activity categories.

 

Sites/Assets

Under Sites/Assets, you can add the following settings: Site types, Asset types, Asset milestones, and Component milestones.

Defects

Require an attachment on new defects

Administrators can require every new defect to have at least one attachment.

  1. Go to Account settings > Defects > Settings.
  2. Switch Attachment is mandatory on new defects to Yes.
  3. Save the settings.

When the setting is on, the Attachments field on Add defect is marked as required. If no file is added, the message At least one attachment is required appears under the field and the defect cannot be saved. The message clears when a file is added.

Note: The requirement applies only when a defect is created manually. It does not apply when editing a defect, or to defects created from a checklist step marked NOT OK.

Note: Offline, the attachment is saved with the defect and uploaded after it syncs, provided the user has offline capabilities.

Permissions: The page requires access to company settings and the defect management feature.

Logistics

In the logistics tab, you can create the transport certificates and the transport certificate groups.

Personnel

This section is important for setting up personnel compensation, custom sections and fields, roles, departments, team types, and defining skills and skill groups.

 

Audit log

In the Audit log, personnel with the permission can see the following information:

  • User email
  • Action taken
  • Date and time
  • Project name
  • IP Address
  • Browser information

 

Account settings: Compensation

Create compensation options available when approving timesheets.

Use compensation so employees can claim back, e.g., meals, transportation, and accommodation costs.

Configure defaults to auto-select a compensation option at the approval stage. The approver can still manually select another option if required. Advanced defaults allow you to set default options based on work package country.

Each compensation gets its own column in the timesheet approval dialogue.

Enable and add compensation

  1. Go to Account Settings > Personnel > Compensation.

  2. Toggle on Enable compensation on timesheet.
  3. Click Add compensation.
  4. Enter a New compensation name.
  5. Enter an Option name in the table.
  6. Click Add more options to continue adding compensation options.

  7. Optional: Toggle on Enable default option. The default option is automatically selected when a timesheet appears for approval. The approver can still manually change the selection.
    1. Select either Basic default option or Advanced default option.
      1. For basic defaults, check the option you want to appear by default
      2. For advanced defaults, assign a work package country to the relevant options.
  8. Click Save.

The compensation options you add will appear when approving a timesheet.

 

Account settings: Departments

In order to import 'Departments', you will need to be an administrator and have access to the Account Settings. You can find an example file in the following article.

First go to Account settings, select Import and navigate to Account settings > Departments

 

Defining fieldnames

Before selecting the import file, define the Import file fieldnames to match your CSV file, then click Save. Fields marked with an asterisk (*) are required. Some fields display a ? icon — hover over it for additional information about that field.

 

Furthermore, you need to define the mapping types between single column, multiple columns and fixed value. You can find more information on how to use those different mapping types in this article.

Importing the file

For the import itself choose the button Choose File on the bottom of the page, select the CSV import file and click on open. After the upload the below-marked button becomes available, this confirms the import.

 

The import should only need a few seconds, the green text in the following picture confirms a successful import.

Export account settings

In order to export information from account settings, you will need to be an administrator and have access to the Account Settings.

The following account settings can be exported:

  • Personnel
    • Personnel roles
    • Departments
    • Skills
    • Skill groups
  • Logistics
    • Transport certificates
    • Transport certificate groups
  • Permissions
  1. Go to Account settings

 

  1. In the bottom right corner, you will find the 'Export' button