Some of the below roles depend on others. These so called "parent roles" must be assigned to a user for logical reasons if he has got the respective "child role". A user that is e.g. assigned to the role Superintendent (child) to approve purchase requests has also to be assigned to role Procurement (parent), as he otherwise could not access the PR's that he has to approve. Removing the parent role without removing all of the child roles has therefore no consequences.
Account Setting
Use case
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Privileged roles
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Manage (add, edit, delete) accounting codes
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Accountant (parent role: User administration)
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Match supplier debit numbers to customer numbers
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Accountant
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Manage vessel ID numbers
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Accountant
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Enter, activate and deactivate specific currency exchange rates.
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Company specific exchange rates
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Administration
Use case
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Privileged roles
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My user profile: Set personal adress details, available vessels, default terms for procurement, delivery adresses, invoice adresses, transport companies and text modules. All settings are for the respective user only.
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User administration
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Change credentials: set a new password for your user.
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User administration
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Select the vessels for which data is displayed (i.e. procurement cases, jobs done, tasks, noon reports etc.) for the current user
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Select installation (parent role: User administration)
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Admin employees: add, edit and delete users. Assign roles. Set new password to any user of your company
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Company administration
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Admin employees: set order limit amount
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Company administration
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Company Profile: edit company address, general terms and drop-down menu settings
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Company administration
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Text modules and restricted parts: edit the text modules for Emails used in the procurement company-wide and define parts that
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Admin procurement (parent role: User administration)
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Manage suppliers
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Admin procurement
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Add, edit or delete procurement case status
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Company administration
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Create alert- and warning- messages and define the threshold values that triggers them
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Alerting
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Budgeting
Use case
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Privileged roles
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Create new budget period for year
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Controller (parent role: User administration)
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Copy budget period from previous year
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Controller
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Set up monthly or yearly budgeting per account
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Controller
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Edit budget figures.
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Controller
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View budget total amounts.
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Controller
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Crew management
Use case
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Privileged roles
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Seaman overview: manage (add, edit, delete) individual seamen profiles
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Crew management admin (parent role: User administration)
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Manage vessel crew profiles (primary functions)
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Crew management (parent role: User administration)
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Manage crew allocation by vessel
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Crew management
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Manage crew allocation by seaman
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Crew management
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Search for seamen matching crew profiles
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Crew management
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Document management (DMS)
Use case
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Privileged roles
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Add, edit details about, view and download documents
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all Users
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Access to DMS screen with all documents (including unassigned documents)
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DMS (parent role: User administration)
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Delete non global documents
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DMS
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Add form templates
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DMS
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Form Manager
Use case
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Privileged roles
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View completed forms
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Form manager viewer (parent role: User administration)
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View form details
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Form manager viewer
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Edit or delete temporary saved forms
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Form manager viewer
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Fill in form template
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Form manager user (parent role: Form manager viewer)
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Add new form template
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DMS (parent role: User administration)
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Installation Data Management (IDM)
Use case
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Privileged roles
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Edit vessel details (as vessel name, call sign, IMO number etc.)
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IDM
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Add, edit, delete equipment main categories, product categories and products
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IDM
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Add, edit, delete product parts
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IDM
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Manage apply ticker of product parts
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IDM
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Enter begin of operation date of a product (important for running hour calculation)
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IDM
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Add or delete product and part notes
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IDM
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Add and/or assign documents to products or parts. Remove document assignments from products or parts
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IDM
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Attach or detach related devices
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IDM admin (this role is distributed by MESPAS only)
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Copy one or several products to related devices
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IDM admin (this role is distributed by MESPAS only)
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View all the vessel and IDM details without being able to add, edit or delete any IDM data
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Read-only IDM screen
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Noon Report
Use case
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Privileged roles
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Manage noon report fields by vessel
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Noon report admin (parent role: User administration)
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View noon reports
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Noon report (parent role: User administration)
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Get alerting- and warning- messages from Noon Reporting
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Alerting monitoring
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Create noon report notifications (alert- and warning- messages) and define the threshold values that triggers them
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Alerting configuration
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Planned Maintenance (PMS)
Use case
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Privileged roles
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Create a new job setting valid throughout your fleet on vessel level, on product type level or on part level
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Maintenance admin jobs fleet (parent role: Maintenance admin jobs vessel)
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Enable/disable jobs valid throughout your fleet
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Maintenance admin jobs fleet
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Edit/delete jobs valid throughout your fleet
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Maintenance admin jobs fleet
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Add and/or assign documents to product types and components or as work instruction to job settings. Remove document assignments from product types, components or job settings
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Maintenance admin jobs fleet
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View all job cards available
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Maintenance admin jobs fleet
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Disable, enable or edit jobs by individual vessels, products or parts
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Maintenance admin jobs vessel (parent role: User administration)
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Look up Running hours display (RHD)
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Maintenance user (parent role: User administration)
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View all jobs and their status (Job overview)
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Maintenance user
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Create PMS status class reports.
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Maintenance user
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View jobs to do
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Maintenance user
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Look up job history (i.e. jobs done/overhauls) for jobs to do
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Maintenance user
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Look up state variables history (e.g. running hours history) for a product in jobs to do
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Maintenance user
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View job card templates
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Maintenance user
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View part management. Editing part management is restricted to users on the vessel
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Maintenance user
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Add, edit, delete job card templates
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Job card administrator (this role is distributed by MESPAS only)
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Look up job history (i.e. jobs done/overhauls) including details, job card filled in, documents assigned and state variables
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Job history
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Create job history class reports
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Job history
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View completed work (jobs done/and finished tasks) including details, job card filled in, documents assigned and state variables
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Completed work
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Add and/or assign documents to jobs done. Remove document assignments from jobs done
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Completed work or Job history
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Accept or reject the new planning date of a rescheduled job
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Superintendent
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Procurement
Use case
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Privileged roles
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View all procurement items without possibility to edit anything
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Procurement read only
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Approve PR from vessel
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Superintendent
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Process PR from vessel
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Procurement
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Add, edit procurement case details
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Procurement
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Place direct orders
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Procurement
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Place RFQs
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Procurement
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Create offer
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Procurement
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Evaluate offers based on RFQ
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Procurement
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Approve orders
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Superintendent
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Place orders based on offers
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Procurement
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Place Manual orders
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Procurement
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Update order details
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Procurement
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Account for invoices received
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Procurement
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Cancel orders
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Order cancel
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Reject orders
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Order reject
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Close case
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Procurement
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Supplier evaluation
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Procurement
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Order tracking
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Procurement
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Add and/or assign documents to any procurement object. Remove document assignments from procurement objects.
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Procurement
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Procurement Admin Screen: Edit the text modules for Emails used in the procurement company-wide and define product types on which the crew is not allowed to add parts.
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Admin procurement (parent role: User administration)
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Supplier management: set favourite or black list suppliers
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Admin procurement
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Supplier management: enter supplier bank accounts
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Admin procurement
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Add, edit or delete procurement case status
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Company administration
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View suppliers and supplier employees
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Procurement
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Add, edit suppliers and supplier employees
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Add suppliers (this role is distributed by MESPAS only)
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Access to the online Buyer dashboard at analytics.mespas.com (same username and password as for the office client) which shows key performance indicators about your procurement activities
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Buyer dashboard
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Set the effective shipment delivery date in sent orders when the shipment has arrived
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Set shipment delivery date
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Reporting
Use case
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Privileged roles
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Business data at a glance
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Extras (parent role: User administration)
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Create reports in the current entity you are working on
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all users
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View and edit the dashboard
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Dashboard
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Stock Management
Use case
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Privileged roles
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Stock overview
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Stock control (parent role: User administration)
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Show stock control history of parts
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Stock control
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View documents on components
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Stock control
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Set on stock minimum and maximum values
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Stock control admin
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Ship schedule
Use case
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Privileged roles
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View ETA and ETD data entered by the vessels
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Ship schedule
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Synchronisation
Use case
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Privileged roles
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Sync configuration: Set the parameters of synchronisation for each vessel
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Sync admin
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Create offline sync files
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Offline sync (this role is distributed by MESPAS only)
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Tasks
Use case
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Privileged roles
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Add office-task (set status to "Pending" or "Needs confirmation").
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Task user (parent role: User administration)
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Edit office-task
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Task user, original editor only
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Postpone, complete, re-open or archive task
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Task user
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Confirm office task
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Task user, original editor only
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Add or view comments on task
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Task user
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Add and/or assign documents to tasks
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Task user
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Remove document assignments from tasks
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Task user, original editor only
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View, postpone, complete or confirm tasks assigned to an inspection in screen Inspection report
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Inspection report
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Add or edit inspections. Add or assign tasks to an inspection.
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Inspection report admin
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Tanker Management Self Assessment (TMSA)
Use case
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Privileged roles
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Manage answers to TMSA questions
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TMSA (parent role: User administration)
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View, add and/or assign documents to achieved questions. Remove document assignments from TMAS questions.
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TMSA
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