The Observation Overview

The observation overview is the main view for all observations, in the office system all observations made in the entire fleet will be listed in this view, onboard individual only observations created for the specific unit/vessel are available.  

The [Observation Overview] is divided into two panes or sections. The top section shows an overview of all observations, related actions and related Jobs. The lower pane or section will list individual observations, actions or jobs depending in the selections made in the top pane.

The overview grid is divided into 3 main sections on the x axis (horizontally). These main sections are again divided into different single columns representing statuses or types within each main sections Each main section will be discussed in detail later in the document.

The main sections are:

• Observations
• Actions
• Jobs

The Y axis (vertically) is in your office system by default populated with all units (vessels etc.). Each row will then show Observation details linked to the unit, named on the row.

If you are using the onboard version, the y axis is populated with the main “Observation Categories”, so each row will list details for each of the observation category named on the row.

The office system has a drop down in the top menu allowing users to switch the details on the Y axis, and thus allowing users to switch the details to be displayed “By Unit” or “By Observation Category” There are two dropdown filter functions available in this overview:

Open Observation filter: Which affects the “Open” observations in the overview. This will allow you to limit the observations listed in the grid based on the “submit date”. You can limit them to observations submitted within the 7, 14 and 30 last days. Default choice is to Show all.

Closed Observation filter: Affects how many of the closed & cancelled observations are listed in the overview. Default value in this filter is to only show observations that have been closed within 30 days, but you can select to show observations closed within: 7, 14, 30, 90 days, this and last year.

Within every intersection between the rows and the columns, numbers may appear, these numbers represent the amount of “entities” belonging the to the “unit” or “inspection type” on the rows, the column type and status. (Entities in this case can be “Observations”, ”Actions” and “Jobs”) Clicking in one of these intersections will list the entities in the grid section below.  Selecting the “unit name” or “inspection type name” will list all entities belonging to the selected “unit” or “Observation Category”, the different entities are listed on individual tabs.

Observation Overview – “Observations” section

The “Observations” section lists all observations, the different columns within this sections represent different workflow statuses an observation can have.

                    Drafts: This column will show all observations drafted but not yet submitted.

      Submitted: This column will show all Observations that have been committed and are being processed.

    Cancelled: This column lists all submitted observations, that have been cancelled.                Closed: This column will list all closed observations.

Observation Overview – “Actions” section

The action section will list all the actions that have been added to the system in relation to any of the findings linked to any of the inspections. The section consists of the following columns

                Open (Due): This column will list all “Due” actions.

                Open (Overdue): This column lists all the overdue actions 

                Closed: This column will list all actions that have been signed out.

Observation Overview – “Jobs” section

               Scheduled corrective jobs: This column will list all jobs linked to any of the actions.

      Overdue scheduled corrective jobs: This column lists all the overdue jobs linked to any of the actions. 

    Signed out corrective jobs: This column will list all job history linked to any of the actions               for corrective jobs that have been signed out.

Observations in the personal overview.

To simplify each user’s interactions with Observations we have added a section under each users personal dashboard, where they can report their observations and keep track of any observation they may have recorded earlier.  

The personal dashboard can be found following this procedure:

1. Start and log on TM Master v2
2. Click [“User Name” place] à [Overview]  

The section shows each individual user’s name in the module group name.

1. On the lower right hand side of the dashboard, you will find a section called “Observations” 4. By clicking any of the observation headings will show a list of the user’s observations.