SVRS Float Plan Guide - Slide Index

Transcription

1 SVRS Float Plan Guide - Slide Index Topic Slide Site Information 2 SVRS Front Page 3 Logging in to the SVRS Participant Portal 4 Participant Portal Front Page 5 Inactivity Timeout 6 Float Plan List 8 Float Plan Template List 9 Float Plan Vessel 10 SVRS Participant Passengers 11 Non-SVRS Participant Passengers 12 Float Plan Itinerary 18 Other Data 24 Final Review 25 Float Plan Complete 27 1

2 SVRS Float Plan Guide - Site Information SVRS Participant Portal The SVRS URL is It uses advanced encryption for the protection of your data. Input fields marked with an asterisk (*) indicate that the field is a required entry. Non-updatable date and time data (such as page headers) is U.S. Eastern time. Text underlined by dashes denotes a tool tip. Hover over the text to see a popup with more information. Your browser must have cookies, scripting and TLS 1.0 enabled. The web site is fully tested to work in Internet Explorer. It should work satisfactorily in FireFox, Safari, and Chrome. The web site is not mobile device ready but may work depending upon your device. SVRS float plans are for the purpose of expediting your return from a foreign port. They are not as comprehensive as U.S. Coast Guard float plans which are intended to facilitate search and rescue operations. For more information please visit the Coast Guard s Boating Safety Resource Center ( 2

3 SVRS - Front Page Point your browser to Click the Participants menu item or the Sign-In link to go to the login page to go to the SVRS front page Click these links to go directly to your float plans or vessel registrations. If you are not logged in you will first be prompted to provide your SVRS credentials. 3

4 SVRS Participant Portal - Login Page Enter your SVRS number and your password then click the Log In button. If you have forgotten your password click the Forgot your password? link for instructions on how to reset your password. Important! Too many consecutive attempts to login with an incorrect password will lock your SVRS account. You must wait at least 30 minutes before trying again or attempting to use the Forgot your password feature. When you are finished using the SVRS Participant portal it is strongly recommended that you click the Log Out link, found at the top of each page, then close all browser windows to ensure the security of your SVRS credentials. 4

5 SVRS Participant Portal - Front Page After you login the Participant menu will contain a dropdown list of options available to participants. Select Float Plans from the menu to add, update, activate or delete float plans. You can use the menu above to navigate the participant portal, the Quick Links or these hyperlinks may be used When you are finished using the SVRS Participant portal it is strongly recommended that you click the Log Out link, found at the top of each page, then close all browser windows to ensure the security of your SVRS credentials. Session Clock: set to 20 minutes. Resets after each action. See next slide. 5

6 SVRS Participant Portal - Inactivity Timeout Warning Most pages in the SVRS participant portal will automatically end ( timeout ) if there is no activity. The timeout period is 20 minutes of inactivity (subject to change). Any page that can timeout due to inactivity will display a notification at the bottom of the page. A prompt will be displayed when an applicant or participant fails to interact with the application for a set period of minutes. Any page that does timeout will lose any un-saved entries. After 20 minutes of inactivity this prompt will appear. You have 60 seconds to respond. Click Continue to continue your session. You will be given more time but not necessarily another 20 minutes of inactivity. Click End Now to log out of SVRS. If the timer reaches zero you will be logged out of SVRS and a notification that you were logged out due to inactivity will be displayed (see the next slide). 6

7 SVRS Participant Portal - Inactivity Timeout The timeout notification page will be displayed when an applicant or participant fails to respond to the timeout warning prompt (see previous slide). Click the Home link to return to the SVRS front page Any page that does timeout will lose any un-saved entries. Click the Home link to return to the SVRS front page if you would like to login again. 7

8 SVRS Participant Portal - Float Plan List Click Select to modify an existing float plan. Click Delete to delete an existing float plan (a confirmation prompt will appear). Float Plan List displays by default Click to activate or deactivate a float plan This page lists entered float plans and any saved float plan templates. Float plans that have reported their arrival will no longer appear in the list. Activated float plans cannot be deleted. Click the Templates tab to see the list of float plans that you have saved as a reusable template (see next slide). Look in this area for tips and instructions for each wizard step Click to begin a new empty float plan (not from a template). The Float Plan wizard will move to the next step. Click to exit Float Plans and return to the Participant Portal front page. Click Next if selecting an existing float plan from the float plan list (not from the template list) 8

9 SVRS Participant Portal - Float Plan Template List Click Select to use that template in a new float plan. Click Delete to delete a template (a confirmation prompt will appear). Click to see the list of float plans you have previously saved as a reusable template You must click this button to start a new float plan using the selected template Templates can be created after a float plan has been saved. To create a new float plan from a template first select a template from the list then click the New Float Plan from Template button. The Float Plan wizard will move to the next step. All characteristics of the template will be pre-populated in the new float plan. This includes the itinerary. Special attention should be given to the itinerary dates. Deleting a template does not delete any float plans that were created using that template. Important! Click to begin a new empty float plan (not from a template). The Float Plan wizard will move to the next step. Click Next if selecting an existing float plan from the float plan list (not from the template list) When viewing the list of templates, only click the Next button if you want to continue using a float plan selected from the float plan list and not use a float plan template. Clicking the New Float Plan button creates a new empty float plan (not from a template). 9

10 SVRS Participant Portal - Float Plan Vessel All float plans must have a vessel selected. If you want to add a new vessel click the Add New Vessel button. Click Select to specify a vessel for the float plan then click the Next button. Click to add a new vessel Important! From this step forward changes to the float plan are NOT permanently saved until the Finish button is clicked on the last step. Click Next to proceed to the next step 10

11 SVRS Participant Portal - SVRS Participant Passengers If any of your passengers are participants in SVRS enter their SVRS numbers on this step. Click to remove an SVRS participant from the float plan. A confirmation prompt will appear. Enter the SVRS number then click the Add New SVRS Passenger button. The SVRS number must exist and be active within the system. Click Next to proceed to the next step 11

12 SVRS Participant Portal - Non-SVRS Participant Passengers (slide 1 of 6) Click to add passengers that are not participants in SVRS If any of your passengers are NOT participants in SVRS enter the required information on this step. Click the Add/Update button. A popup window will appear. Click Next to proceed to the next step AFTER all nonparticipant passengers have been entered or there are none. 12

13 SVRS Participant Portal - Non-SVRS Participant Passengers (slide 2 of 6) Entering a non-svrs participant is a 3-step process: Step 1 Enter the biographical information then click the Next button. Click Next to enter the passenger s documentation information 13

14 SVRS Participant Portal - Non-SVRS Participant Passengers (slide 3 of 6) Entering a non-svrs participant is a 3-step process: Step 2 Enter the documentation information then click the Add Document button. Repeat for each document if necessary. For each qualifying document enter the required information then click the Add Document button Click the Next button when you are done entering documents for the passenger. Click Next to confirm the passenger s information 14

15 SVRS Participant Portal - Non-SVRS Participant Passengers (slide 4 of 6) Entering a non-svrs participant is a 3-step process: Step 3 Verify that the information is correct then click the Save to Float Plan button. Verify that the information is correct then click the Save to Float Plan button. 15

16 SVRS Participant Portal - Non-SVRS Participant Passengers (slide 5 of 6) Click to edit or remove a non-svrs participant from the float plan. A confirmation prompt will appear if removing a passenger. Non-SVRS participant passengers will appear in the grid on the top of the page. Click Close when you are done entering passengers 16

17 SVRS Participant Portal - Non-SVRS Participant Passengers (slide 6 of 6) After entering the non-svrs participant passengers the process returns to the float plan wizard. Click to edit or remove a non-svrs participant from the float plan. A confirmation prompt will appear. Non-SVRS participant passengers will appear in the grid on the top of the page. Click Next to proceed to the next step 17

18 SVRS Participant Portal - Itinerary (slide 1 of 6) Every float plan must have an itinerary. Minimum requirement is departure from the last foreign port visited before return to U.S. Click to add itinerary entries All other itinerary entries are optional and voluntary but the last (or only) entry must be to a U.S. destination. Click the Add/Update button. A popup window will appear. 18

19 SVRS Participant Portal - Itinerary (slide 2 of 6) Date and time-of-day are estimates only. Entering an itinerary entry is a 3-step process: Step 1 Enter the departure location information then click the Next button. State/Province and Postal Code are required only when the location country is the U.S. or Canada. Click Next to enter itinerary entry s destination location Use the Reset button to undo any changes. If editing an existing entry this will revert to the last saved version of the entry. 19

20 SVRS Participant Portal - Itinerary (slide 3 of 6) Entering an itinerary entry is a 3-step process: Step 2 Enter the destination location information then click the Next button. State/Province and Postal Code are required only when the location country is the U.S. or Canada. Select the U.S. Arrival Location (CBP office) only on the last (or only) itinerary entry. The last entry MUST be a return to a U.S. location Click Next to confirm the itinerary entry s information 20

21 SVRS Participant Portal - Itinerary (slide 4 of 6) Entering an itinerary entry is a 3-step process: Step 3 Verify that the information is correct then click the Save to Float Plan button. Verify that the information is correct then click the Save to Float Plan button. 21

22 SVRS Participant Portal - Itinerary (slide 5 of 6) Itinerary entries will appear in the grid on the top of the page. Click to edit or remove an itinerary entry. A confirmation prompt will appear if removing an entry. Click Close when you are done entering itinerary entries 22

23 SVRS Participant Portal - Itinerary (slide 6 of 6) After entering the itinerary the process returns to the float plan wizard. Itinerary entries will appear in the grid on the top of the page. Click to edit or remove an itinerary entry. A confirmation prompt will appear if removing an entry. Click Next to proceed to the next step 23

24 SVRS Participant Portal - Float Plan Other Data If you have a foreign flagged vessel and a cruising license enter the license number here then click the Next button. Click Next to proceed to the next step 24

25 SVRS Participant Portal - Float Plan Review Review your entries Click to see a printer friendly version of the float plan (opens in a new browser window). See next slide. Use the scroll bar to see the entire float plan You can navigate directly to a wizard step to make any changes by clicking the desired link Click Finish to permanently save the float plan Important! Changes to the float plan are NOT permanently saved until the Finish button is clicked. Click Cancel NOT to permanently save changes to the float plan. A confirmation prompt will appear. If confirmed, all changes will be discarded and the wizard will return to your list of float plans. 25

26 SVRS Participant Portal - Float Plan Review - Printer Friendly Version 26

27 SVRS Participant Portal - Float Plan Complete Click to activate the float plan immediately Click to return to the list of float plans This is the float plan number If you want to save this float plan as a reusable template enter a template description then click the Save as Template button. The template description should be meaningful to you as it will be the description shown in the list of float plan templates. Click to save this float plan as a reusable template. A template description is required. 27

28 Questions Any Questions? If you have questions about the SVRS program you can us at or you can call your local CBP office ( aspx). 28