Release Notes. Version

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1 Release Ntes Versin

2 Release Ntes: Helm CONNECT Cpyright and Publicatin Infrmatin Published by: Helm Operatins Wharf St. Victria, BC V8W 3B9 Canada Cpyright 2015 by Helm Operatins All rights reserved. N part f the cntents f this dcument may be reprduced r transmitted in any frm r by any means withut the written permissin f the publisher. Sept. 29,

3 Cntents Cpyright and Publicatin Infrmatin 2 Imprvements 4 General 4 All applicatins 4 Mbile devices 4 Onbard 4 Vessel Lgs (frmerly Vessel) 5 Maintenance 7 Dashbard (frmerly Actin Items) 7 Inspectins 8 Planned Maintenance (frmerly Maintenance) 9 Inspectins and Planned Maintenance (frmerly Maintenance) 9 Cmpliance 9 Crew Certificatins (frmerly Crew Tracking) 9 Setup 9 Templates 9 Vessels 10 Reslved Issues 12 General 12 All applicatins 12 Onbard 12 Vessel Lgs (frmerly Vessel) 12 Fleet 12 3

4 Release Ntes: Helm CONNECT Imprvements This release cntains the fllwing imprvements. General T simplify the layut and clarify the purpse f each f ur apps, we rerganized the app menu n the left side f the screen: We remved the riginal HSQE bundle and replaced it with three new bundles: Onbard, Maintenance, and Cmpliance. We renamed the Vessel app t Vessel Lgs and mved it frm the HSQE bundle int the new Onbard bundle. We renamed the Actin Items app t Dashbard and mved it frm the HSQE bundle int the new Maintenance bundle. We renamed the Maintenance app t Planned Maintenance and mved it frm the HSQE bundle int the new Maintenance bundle. We renamed the Crew Tracking app t Crew Certificatins and mved it frm the HSQE bundle int the new Cmpliance bundle. Yu can nw set r reset a passwrd withut any restrictins. We still use visual cues t shw yu the strength f yur passwrd, but we dn't prevent yu frm using any passwrd yu chse. All applicatins Yu can nw delete attachments. Mbile devices We made several imprvements t ipad perfrmance and appearance: The user interface is nw simpler and cleaner, including larger fnts. At reslutins belw 1024 pixels, a new Menu buttn allws yu t display r hide the app menu. Onbard We added a new bundle called Onbard. This bundle cntains the Vessel Lgs (frmerly Vessel) app. 4

5 Release Ntes: Helm CONNECT Vessel Lgs (frmerly Vessel) We renamed the Vessel app t Vessel Lgs and mved it frm the HSQE bundle int the new Onbard bundle. In the T D list: We renamed the Beynd 7 Days grup t Future. We added tw new grups called Awaiting Apprval and Assigned t Shre. Items are nw displayed in grups accrding t the 24-hur clck. A new icn beside the name f each grup nw shws the number f items in that grup. When yu cmplete an item frm the Tday grup, the item nw mves t the next apprpriate grup instead f remaining in the Tday grup. We redesigned the task cards s yu can quickly see which tasks need yur immediate attentin. Fr example, we nw use clr t indicate the different severity levels. Once a task has been assigned t smene by a user in the Dashbard app, the task card nw displays the name f the assigned persn. Yu can nw add user-defined tags t checklists. Yu can use the new Tags filter n the Histry tab t find all finished checklists that cntain selected tags. Yu can nw apprve r decline inspectin r survey checklists that include an apprval categry. Once yu finish the checklist, it will mve t the assigned space (i.e., Engine Lg, Mate's Desk, r Wheelhuse) and wait fr smene in that space t either apprve it r decline it. The apprved r declined status f each item is clearly indicated by new icns n the cards in the Task Lg. When recrding engine rm running hurs r readings, we nw prevent yu frm selecting future dates. We made an exceptin fr tmrrw's date, t accmmdate recrdings made clse t midnight. In the Lg a new task windw, if yu click Finished yu'll see: We renamed the When sectin t When was this reslved? and replaced the Yesterday and Tday ptins with a date field and a time field. We added a Hw was this reslved? field. The System field is nw ptinal. In the Lg a new task windw, if yu click Nt Finished yu'll see: We renamed the Plan sectin t Assign t and replaced the On shre, Need parts, and Need time ptins with Shre and Vessel ptins. 5

6 Release Ntes: Helm CONNECT Yu can use the three ptins in the Assign t sectin t cntrl where the unfinished task sits in the T D list: select Shre t put it in a new grup called Assigned t Shre, select Vessel t put it in the Unscheduled grup until smene n shre schedules it, r select Dry Dck t put it in the Dry Dck grup. We added an Optinal Cmment field. In the View task windw, if yu click Edit yu'll see: We renamed the Plan sectin t Assign t and replaced the On shre, Need parts, and Need time ptins with Shre and Vessel ptins. Yu can use the three ptins in the Assign t sectin t mve the unfinished task t a different grup in the T D list: select Shre t mve it t the Assigned t Shre grup, select Vesselt mve it t the Unscheduled grup until smene n shre schedules it, r select Dry Dckt mve it t the Dry Dck grup. In the View task windw, if yu click Finish Nw yu nw see the View Task windw where yu must cmplete the date and time yu reslved the task. Yu nw als have the ptin t add a cmment abut hw yu reslved the task. In the Task Lg, if a readings checklist cntains any readings that are utside the specified threshld range, then it is nw flagged with a red icn and all the ut-f-tlerance readings are listed. When entering the threshld values fr inspectins, yu can nw use decimal numbers. When recrding engine rm readings, yu can nw use decimal numbers. When recrding engine rm hurs r engine rm readings: Yu must nw indicate wh finished the checklist by selecting a name frm a new Finished By list. The systems and cmpnents in the checklist are nw displayed in the same rder they appear in the Vessels app. If they are rearranged in the Vessels app, the checklist will reflect the change. Yu can nw print a checklist. On the Histry tab: A new Shwn in clumn in the list view and a new Shwn in field in the detailed view displays which space (i.e., Engine Lg, Mate's Desk, r Wheelhuse) the task r checklist was shwn in. In the list view, a new Type filter allws yu t filter the list f displayed items by Maintenance, Inspectin, Cmpnent, Running Hurs, Readings, Actin Item, and/r Deficiency. 6

7 Release Ntes: Helm CONNECT In the detailed view fr cmpleted maintenance checklists, a new Cmpnent clumn allws yu t see which cmpnents were replaced during a maintenance rutine. In the detailed view fr cmpleted actin items, a new Attachments sectin allws yu t view all the attachments assciated with a particular actin item. In the detailed view fr cmpleted readings checklists, yu nw have the ptin t exprt the readings t Micrsft Excel. Maintenance We added a new bundle called Maintenance. This bundle cntains the Inspectins and Planned Maintenance (frmerly Maintenance) apps, as well as the Dashbard (frmerly Actin Items) app. Dashbard (frmerly Actin Items) In this release, we unveiled a new versin f ur Actin Items app that gives yu imprved visibility int the activities n yur vessels and enables yu t be mre practive with yur maintenance planning. We renamed the Actin Items app t Dashbard and psitined it as the first app in ur new Maintenance bundle. We added a new Dashbard tab t prvide a clear view int the health f yur fleet: All yur vessels are nw represented in a clean, elegant card view. Yu can add vessel images t these cards frm the Vessel app in the Setup bundle. Each vessel card summarizes the pen actin items fr each vessel, including the number f unplanned, planned, r dry dck tasks. A divisin filter allws yu t display nly thse vessels that yu are respnsible fr. A vessel filter allws yu t quickly find a specific vessel. Visual cues n each vessel card use clr t quickly draw yur attentin t the vessels f highest cncern: the Overdue icn turns red and displays a vessel's number f verdue tasks and the Out f spec icn turns range and displays the number f items that have had "Out f Spec" (utside their specified threshld range) readings within the last tw weeks. Yu can click either icn fr mre details. We replaced the frmer Plan and Tasks tabs with a new Overview tab: We added search-style filters near the tp f the tab fr divisins, vessels, peple, tags, and items. If yu mve t anther tab then cme back, the list will still display the results f yur mst recent search. 7

8 Release Ntes: Helm CONNECT We added checkbx-style filters fr Essential systems, Pririty, and Assign t (Vessel, Shre, r Dry Dck.) A small icn beside each check bx als shws the ttal number f unfinished items in that categry. We added tab-style filters fr All, Unplanned, Planned, and Overdue s yu can quickly display all the unfinished items fr all yur vessels, r limit the displayed list t nly the unfinished items that still need t be planned, have been planned, r are nw verdue. We als display the ttal number f unfinished items in each categry. Yu can nw plan the details fr each task, such as wh will perfrm it and when it is due, in either the Create Task r the Update Task windw. These windws replaced the Wh, What, Where, and When sub tabs that were n the Plan tab. In the Create Task r Update Task windws, clear visual cues let yu knw when yu have included enugh details in the Plan sectin t change the status f an item frm unplanned t planned. In the Create Task r Update Task windws, if yu assign a task t smene with a valid address, they will receive an ntificatin that they have been assigned a task. We enhanced the existing Histry tab: In additin t all the actin items and deficiencies cmpleted by yur vessels, the Histry tab nw als lists all the ther activities they've cmpleted including inspectins and maintenance rutines, as well as readings and running hurs checklists. It als indicates when cmpnents n the vessels were installed r replaced. A new Type filter in the list view allws yu t filter the list f displayed items by the type f item: Maintenance, Inspectin, Cmpnent, Running Hurs, Readings, Actin Item, and/r Deficiency. A new Shwn in clumn in the list view and a new Shwn in field in the detailed view displays which in which space (i.e., Engine Lg, Mate's Desk, r Wheelhuse) the task r checklist was shwn in the Vessel Lgs app. Inspectins On the Checklists tab: T help with planning, the Due clumn nw displays the date when each inspectin is due. When entering the minimum and maximum threshld values fr inspectins, yu can nw use decimal numbers. 8

9 Release Ntes: Helm CONNECT Planned Maintenance (frmerly Maintenance) We renamed the Maintenance app t Planned Maintenance and mved it frm the HSQE bundle int the new Maintenance bundle. Inspectins and Planned Maintenance (frmerly Maintenance) On the Checklists tabs: Yu can nw add user-defined tags t checklists. Yu can use the filters at the tp f bth the Overview and Histry tabs t find all checklists that cntain selected tags. We replaced the Item filter with a Template filter. Cmpliance We added a new bundle called Cmpliance. This bundle nw cntains the Crew Certificatins (frmerly Crew Tracking) app Crew Certificatins (frmerly Crew Tracking) We renamed the Crew Tracking app t Crew Certificatins, and mved it frm the HSQE bundle int the new Cmpliance bundle. Thrughut the app, we changed all labels that previusly said Qualificatins t Certificatins. We added an ptinal Reference Number field t the Update Certificatin windw. If yu add a reference number t a certificatin, it als displays in the new Reference Number field in the detailed view n the Histry tab. Setup Templates On the Inspectins tab: When yu select the start date and frequency fr a new inspectin template, a new Fllwing Occurrence field displays the next date the inspectin will be due, assuming that the inspectin was cmpleted n time. We added a new apprval categry fr inspectins and surveys. When yu add an apprval categry t a template, yu must select the Vessel Lgs space (i.e., Engine Lg, Mate's Desk, r Wheelhuse) that must cmplete the apprval sectin n the vessel. On the Maintenance tab: In the edit view, a new Due field allws yu t manually enter hw many hurs remain until the first ccurrence f a rutine is due. This is particularly useful when setting up a new main- 9

10 Release Ntes: Helm CONNECT tenance rutine in Helm CONNECT fr a piece f equipment that already has sme recrded running hurs. On the Inspectins and Maintenance tabs: A new Space clumn in the list view indicates which space each template has been assigned t in the Vessel app (i.e., Engine Lg, Mate's Desk, r Wheelhuse.) A new clumn in the list view indicates, with an icn, whether r nt a template has an attachment. A new Attachment verlay allws yu t attach files t inspectins and maintenance templates. These files are available t anyne using a checklist based n these templates. We renamed the Crew Tracking tab t Crew Certificatins. We als renamed the Qualificatins clumn t Certificatins. We added a new tab called Vessel Certificatins. This tab is fr future functinality in Helm CONNECT. On the Readings tab: We simplified the reading types that have mre than ne pssible unit. Nw, yu simply select the reading type frm the list, drag it nt the template, then select the unit yu want t use. We nw include metric units fr the available reading types. We nw allw decimal numbers when setting the minimum and maximum values fr an inspectin threshld value. We added Hertz (Hz) as an available unit fr the Frequency reading type. On the Inspectins, Maintenance, and Crew Certificatins tabs, when creating r editing a template, yu nw have the ptin t select ne r mre peple t be a respnsible party fr that template. Vessels Yu nw have the ability t add an image t represent each vessel. These images are displayed n the Dashbard tab in the new Dashbard app. When building r editing a vessel, yu nw have the ptin t select ne r mre peple t be a respnsible party fr that vessel. Respnsible parties will receive an ntificatin when any tasks fr that vessel are assigned t the shre. In the Cmpnent Infrmatin windw, when recrding r updating infrmatin abut yur vessels' systems and cmpnents, yu can nw recrd the time f installatin. In the list view, a new divisin filter allws yu t filter the list f vessels by their divisin. 10

11 Release Ntes: Helm CONNECT The rder yu arrange the systems and cmpnents fr each vessel is nw reflected in the running hurs checklist fr each vessel in the Vessel app. In the edit and detailed views, we added a new field called Vessel Type. This field is fr future functinality in Helm CONNECT. 11

12 Release Ntes: Helm CONNECT Reslved Issues The fllwing issues were reslved in this release. General All applicatins We reslved an issue where, nce pened, a calendar wuldn't clse if yu scrlled r resized yur windw. Onbard Vessel Lgs (frmerly Vessel) We reslved an issue where the date frmat thrughut the app wasn't cnsistent. We reslved an issue where surveys and inspectins with a "Per Trip" frequency didn't display in the T D list. We reslved an issue where a replaced cmpnent that was lgged in ne space (i.e., Engine Lg, Mate's Desk, r Wheelhuse) didn't appear in the Task Lgs fr the ther tw spaces. We reslved an issue in the T D list where, after a cmpnent was replaced, a maintenance rutine wuldn't display the crrect number f hurs until it was due unless yu refreshed the page. We reslved an issue where the print preview fr maintenance rutines didn't crrectly shw all the items. We reslved an issue where the number f days until a checklist was due was nt displayed crrectly in the detailed view fr that checklist, althugh it was displayed crrectly n the card view in the T D list. Fleet We reslved an issue where duplicate data appeared when yu refreshed the screen. 12

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