Account Settings Overview

Account Settings Overview

In the Account settings section, you can manually add the following information: General, Permissions, Adverse events, Work orders, Activity categories, Sites/Assets, Logistics, and Personnel. More information on each section below:

General

In the 'general section', you are able to set the time zone where this project takes place and select if the work package field is required in the DPR modal. You can decide between three options: is never required, is required for new reports only, is 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 have an active integration with Shipfinder, Shipfinder API Key needs to be filled in. Once Shipfinder API URL is used, that field cannot be saved empty.

Permissions

Under the permissions, you will be able to add different access permissions. The first step is to type in ‘New permission policy’. Click ‘Add permission policy’, once added you will then be able to select what access each role will have by selecting or de-selecting permissions. You can always edit an existing permission policy by clicking on the 'pencil' icon or change their ranking position by clicking on 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.

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' which needs to be aligned to your .csv file and click Save. Columns with a (*) are required in order to successfully import a file. Some fields have a '? icon' attached for further information regarding the setups. In order to obtain this information, hover over it with your mouse.

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