LR Class

Direct user
guide

Lloyds Register
 Contents

1. System overview ................................................................................... 4

2. Authorised use permission ..................................................................... 5

3. Project references ................................................................................. 5

4. New terminology ................................................................................... 5

5. Icons .................................................................................................... 7

6. About this guide .................................................................................... 7

7. Signing up ............................................................................................. 8

8. Access to LR Class Direct ........................................................................ 8

8.1. The landing page .......................................................................................................8
8.2. How the information bar at the top of the page works ...........................................9
8.3. Logging out ................................................................................................................9
8.4. Changing your profile information .........................................................................10
8.5. Setting up email notifications ................................................................................11
8.6. GDPR and your personal details .............................................................................11

9. The asset list ........................................................................................ 12

10. The fleet survey schedule view ..............................................................14

10.1. Tabular format.........................................................................................................14
10.2. Graphical format .....................................................................................................15

11. Notes and actions ................................................................................. 15

12. ESP...................................................................................................... 16

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 13. Fleet lists .............................................................................................18
13.1. Favourite assets .......................................................................................................18
13.2. Filtering ....................................................................................................................19
13.3. Searching .................................................................................................................20
13.4. Restricted assets .....................................................................................................20

14. Survey planning ................................................................................... 21

15. Requesting a survey.............................................................................. 21

16. Exporting ............................................................................................. 27

17. Exhibition of Records ............................................................................ 29

18. Master lists and task lists ......................................................................29

19. MPMS ..................................................................................................30

20. Client Self Service ................................................................................. 32

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 General information

1. System overview
This user guide describes LR Class Direct (LRCD, replacing the previous Class Direct), Lloyd’s
Register’s (LR) secure, new, web-based application enabling authorised users to view and download
information about their marine assets. No prior experience of Class Direct is necessary.

Table 1 - LR Class Direct

Key areas where LRCD provides an improved user experience include:

 Fully responsive- viewable across a range of platforms from desktop computer to cell
phone. Pages will optimise themselves for the screen resolution/format used by the
device.

 Cloud-based, improving availability, security and performance

 Compatibility with all modern, mainstream internet browsers including Chrome, MS

Internet Explorer, MS Edge, Safari and Opera

 Simplified user journeys and more intuitive navigation

 Interactive notifications and enhanced data export functions.

Features include:

 Fleet/asset list

 Asset details

 Survey status/history

 Survey schedule

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  Certificate List & download
 Request a survey

 Notes and actions

 MPMS (for eligible assets)

 ESP (for eligible assets)

 Country files

2. Authorised use permission

LR Class Direct is primarily intended for owners, operators and shipbuilders of vessels under LR
Class and/or MMS, along with Flag State Administrators. Its use is covered by LR contract terms
that are seen and accepted by all users at first login. When/if they are subsequently changed, these
will again be presented to you at login. They are also available to view anytime.

Points of contact

All enquiries relating to the operation of LR Class Direct and the data displayed therein should be
made by email to the LR Class Direct support team at [email protected] .The team operates UK
working hours.

3. Project references
LR Class Direct has been developed to the most up-to-date standards including:

 Web Content Accessibility Guidelines 2.0, Level AA

(https://www.w3.org/WAI/WCAG2AA- Conformance)

 Open Web Application Security Project (https://www.owasp.org/index.php/Main_Page)

4. New terminology
Assets

Ships and other structures. LRCD recognises the following category of asset: ACV, buoy, floating
dock, linkspan, shiplift and vessel.

Statutory deficiencies and findings

Statutory deficiencies describe a non-compliance issue regarding statutory legislation applicable to

an asset. They are addressed by a Statutory Finding which is the statutory equivalent of a Condition
of Class. These are applied in the context of . These will have a due date
that has been agreed with the vessel’s flag authority.

Actionable Items (AI)

These describe adhoc or one-off tasks that need to be completed during a survey and can cover a
number of scenarios. Where a surveyor has identified some minor damage or non-compliance that
does not warrant a defect/condition of class or statutory deficiency/finding to be raised, an AI will
be

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 raised to describe a monitoring action that may be removed upon resolution or upgraded
to a defect/CoC or statutory deficiency/finding if the initial damage/non-compliance
worsens.

AI’s are also used to inform the surveyor of specific activities that need to be carried out in addition
to the standard survey tasks – for example where a flag requires a specific set of information on
issuing a certificate or where you have requested a specific action be taken by surveyors when
onboard the vessel.

AI’s will have a due data and will contribute to the overall due status of an asset in LRCD.

Asset Notes (AN)

These are notes that convey information, but do not require any specific action. These may describe a
characteristic of the asset, a specific component or configuration or a contractual/administrative
condition that the asset must adhere to. These notes have no due date.

Marine Management System (MMS)

A collective name for ISM – International Safety Management Systems, ISPS - International Ship
and Port Security code and MLC – Maritime Labour Convention surveys. These surveys are
grouped together separately from the classification and statutory services also offered by LR.

Final Attendance Report (FAR)

Produced by the surveyor on completion of all requested services. This document acts as a
provisional survey report until the final survey report is issued by LR. A copy of this document plus
associated certificates is normally handed to you before the surveyor leaves the vessel. This
document is considered a summary of all the activity conducted by the attending surveyor.

Final Survey Report (FSR)

The official and final survey report that is issued by LR following a surveyor attendance. In addition
to the list of services and reporting actions carried out by the attending surveyor that is listed in the
FAR, the FSR also includes all the reporting narrative and findings as documented by the attending
surveyor(s).

Task lists and checklists

There are 3 types of LR survey:

– Tasklist surveys – normally classification surveys – the tasklists articulate the LR Rules that
an asset must comply with to be classed. These are specific actions that a surveyor must
carry out when attending an asset and can cover examination and testing actions as well as
documenting readings.

– Checklist surveys – normally statutory surveys – the checklist summarises or implements

the specific clauses applicable to the vessel under a particular regulation or set of
legislation

– Non-tasklist surveys – these are surveys that have no tasks or checklist items listed.

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 5. Icons

LR.ORG Selectable as favourite

Vessel/Survey status
Class Direct Homepage
(red/amber/green)

Country Files Marine Management Systems

User Profile Return to previous page

Useful Links Notes and Actions

Export Survey History

Download Complete

Filter Notifications

Favourite Certificates and Records

Navigate to More

6. About this guide

Throughout this document, names of assets and IMO numbers have been obscured to protect
client confidentiality.

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 Getting started

7. Signing up
New LR Class Direct users must first apply for an LR account linked to a specific email address. This
account will allow access to LRCD and in future to other LR services or applications that you sign up to.
There is only ever one set of login details to remember for all LR applications/services. This form of
account supports an improved security model, protecting client sensitive data and allowing auditability
of account usage if needed.

Users sign up via the LR Account portal (accessed via the Class Direct homepage) after which an LRCD
administrator will carry out some checks and arrange access to your assets in LR Class Direct. You will be
assigned one of the following roles (confirmed in an email from LR), which will influence what you can see
in LRCD:

 Client – asset owners, managers; will only have access to those assets associated with
their specific client code

 Flag – users associated with a flag administration; will only access assets registered with that flag

 Shipbuilder – users associated with a shipbuilding company

 Exhibition of Records – a limited access account to allow another 3rd party to view an
asset’s details. Access to a vessel or set of vessels normally expires after two months.

 LR Internal – for LR staff only.

Note – registering your email address does not automatically grant access to LRCD – if you attempt to log in
before the LRCD administrator has set up your permissions, you will see an “unauthorised access” message.

8. Access to LR Class Direct

Once you receive a confirmation email from the LRCD Administrator that your account has been created,
proceed to the application home page at , click the “Sign up /Sign in” button
and enter the application of your choice. The home page also provides a range of publicly available
information, such as Class News, details of scheduled maintenance etc.

8.1. The landing page

You will be able to see your fleet/sub-fleet. If favourites have been selected, they will form the initial view (and
can be de-selected in the filter)

LR internal users will only be provided with the search box, unless they have selected favourites.

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 Figure 1 Default Fleet List view

Clicking on the vessel’s IMO number takes you to the “Asset Hub”, the main point of access for an
asset’s information.

Clicking on a vessel’s name will take you to the survey planner for that asset.

8.2. How the information bar at the top of the page works

Figure 2 Main navigation Menu options

Please Note: Wherever you are in the application, clicking on your organisation name will return you to your
landing page/fleet summary.

8.3. Logging out

Click on your name and select ‘log out’ from the page which opens.

Please note – LRCD stores cookies about your session and search results. If another LRCD user logs into
LRCD on the same machine, the cookies from your session will apply to theirs – for example they may get
prompted with some of your search terms.

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 Another issue may be that if the first user has a different role in LRCD, the system may prevent the second
user from using the system as expected.

Our recommendation is to either using incognito/private browsing for LRCD or delete the cookies/clear
the cache after each session.

8.4. Changing your profile information

You can change your LRCD profile information at any time:

1. Log into the application and click on your name in the top right hand corner of the landing
page (Fig.3). This will open your user profile;

2. To change your profile information click on the “Edit Profile” link in the personal details panel;

3. To change your password click on the update password link in the account settings panel;

4. Follow the on-screen instructions and dialogue boxes.

You can edit the details you submitted as part of your registration request. All information with the exception
of the email address you are using to access your LRCD account is editable.
The name you see in LRCD can be edited using the “Edit profile” link. If there is information you do not wish to
share or want to remove, please either leave the field blank or type in “n/a” for any mandatory fields that hold
your information.
Should you have any queries about LR’s Data Privacy Policy and how we store or use your data, please see
this page https://www.lr.org/en/privacy-notice/

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 8.5. Setting up email notifications
Choose between having notifications sent for all assets in your subfleet, or just those you have marked
as favourites.

If you are only responsible for a subset of your organisation’s fleet, please mark them as Favourites on
the Fleet List page and then set up notifications using the “Favourites” option. If you need oversight of
your entire fleet, then please select the “subfleet” option. Then you will get notifications for all vessels
you have access to – not just your Favourites

Figure 3 User profile page with email notification options

8.6. GDPR and your personal details

In the event your account is not used for 15 months, the system will automatically disable your access. If you
attempt to log in, you will be presented with an “unauthorised access message”. Should you want to
reactivate your account, please contact the LR Class Direct support team on [email protected] for assistance.

If your account has not been used in 37 months, then the system will delete all your user details and you will
need to reregister again on the portal.

This is to ensure we do not retain any personal data that you may have entered if it appears to no longer be
relevant or supports a Legitimate Interest.

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 In the event you wish your data to be completely removed from LRCD outside of the automated process
above, please contact the LR Class Direct support team on [email protected]

Viewing key fleet information

9. The asset list
After logging in, client and ship builder users are taken by default to a tabular view of their fleet/sub-fleet. An
alternative view, showing each asset as a card is shown in fig. 5, from where fleet and asset-specific data1,
together with account information, can be accessed. You can select whichever view you are most comfortable
working with.

LR’s fleet view for a particular user is defined by their role and the association of a specific asset (vessel) to a
Flag Authority or technical owner (Registered Owner, Ship Manager, Technical Manager, DOC Company) per
the asset’s IMO registration on IHS Seaweb.
1
For those assets you are authorised to view

Figure 4 Fleet list page

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Figure 5 - Tile view of the Fleet List page - mainly used when viewing LRCD on a mobile device

Note: to maintain performance of the card view, the system will load assets in groups of 16;
to load subsequent groups of assets simply scroll to the bottom of the page.

Flag administration and LR Internal users will see only the header bar and the filter, search
and sort functions (features 1 to 11 in Fig. 3) i.e. no assets. This is to ensure performance is
not degraded by loading too many assets in one cycle, or to burden you with assets in which
you have no interest.
Key Meaning Key Meaning

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 10. The fleet survey schedule view
The fleet survey schedule allows you to view the fleet in the time domain. From the asset list, it is entered
via the tab on the top left of the screen (No.5 in Fig 5). The schedule is provided in two formats, the default
tabular view (Fig. 6,) and the graphical representation in Fig 7.

10.1. Tabular format

The tabular format features expandable asset list “cards” as a table, allowing you to view the status of
each survey and the associated task or checklist.

Figure 6 - Survey Schedule tabular format

Key Meaning Key Meaning

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 10.2. Graphical format

Figure 7 - Survey Schedule graphical format

The coloured discs indicate both the status and the date for each service, along with a number, indicating
how many services are due in that period. Clicking on each disk will expand it, showing all the services due.

The time period being viewed by selecting the two calendar icons either side of the timeline. As the dates
range is shortened, users can expect fewer services to be visible.

11. Notes and actions

Notes and actions is a new grouping that includes Conditions of Class, Actionable items, Asset notes,
Defects and Statutory findings.

These can be accessed via the “Asset Hub” (click on the vessel’s IMO number in the fleet view)

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 After selecting notes and actions – the below page will appear:

You can then “drill down” to view more detail.

12. ESP
Vessels which operate under Enhanced Survey Procedures (ESP) now have all the documents for the
compilation of the ESP Survey File in one place (ESP Report, Thickness Measurements, Executive Hull
Summary). These can be downloaded, as required, by selecting an appropriate survey under survey
history (accessible from the asset hub).

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Lloyd’s Register LR Class Direct User Guide v1.6 Feb 22| 17
 Working with LR Class Direct

13. Fleet lists

By default, “client” users will see all assets assigned to their organisation’s IMO code. In many cases this
may not be appropriate, and so LR Class Direct offers a number of options for refining your asset list.
Please contact the support team to discuss.

13.1. Favourite assets

You can add any of your assets to a “favourites” list (fig. 8), which will then be loaded by default each time
you log in to LRCD. The list can be created, edited or disabled at any time and the application will work with
only these assets until the user makes further changes.

1. Go to “Fleet List” tab.

2. Click on the star icon in the top right corner of the card for each asset you wish to include in
your “Favourites” list; the icon will autofill when correctly selected.

3. Click the “Save” button at the bottom of the screen, and the assets will be saved to the
Favourites list

4. Click on the “Filter Assets” button

to load the filter criteria overlay
screen.

5. To see the Favourites immediately

in Asset List form, click “My
Favourites” and “Submit”.

6. Repeat to add further assets later.

7. To remove an asset from the list

click on the star icon, this will
revert to its outline state.

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 Figure 8 – Selecting favourite assets

13.2. Filtering
LR Class Direct offers a number of asset filter
options as shown in fig. 9. Filtering can be applied
to either full or “favourites” lists.

Figure 9 – LRCD asset filtering options

Note: Filter criteria will not be applied until

the “Submit” button is clicked.

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 13.3. Searching

(Some options only available to LR Internal/Flagstate users)

13.4. Restricted assets

The LR Class Direct administrators can, at the owners’ request, mark vessels within a users’ fleet
inaccessible. Basic information, sourced from IHS Seaweb will be available for such restricted assets,
although LR data regarding surveys, notes and actions etc. will not be available.

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 14. Survey planning
A graphical view can be used to see at a glance, which surveys are due and when.

15. Requesting a survey

Note: if you require urgent assistance for your vessel outside of normal business hours, please visit our
website https://www.lr.org/en/contact-us/urgent-survey-request/

Surveys may be requested from various pages in LR Class Direct:

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 A page will open with a list of surveys available (Any surveys that are due or overdue will be pre-selected)

Note: assets may have an inactive request survey button. This can be for a number of reasons, the
most common being that the asset does not have a current active Marine In Service contract.

If this does not apply, please contact the Class Direct team or your client manager for assistance. You will
still be able to submit a request for survey via telephone/email.

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 Stage 1

Select the Services you wish to request, surveys that are Due or Overdue will be pre-selected.

Add additional services in the textbox such as miscellaneous services or CoCs. Then click Continue, this will take
you to stage 2 of the request workflow.

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 Stage 2

Complete all the details on page 2, then click ‘Continue’ to be taken the final stage of the survey request
workflow.

Note: The Country and Location data fields are a typeahead field with a dropdown selection. The best
practice is to enter a partial port name and select from the dropdown list. If this isn’t done, the ‘Continue’
button at the bottom of the page will not be activated.

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 Key Field Value
1 Country Enter the Country of the Survey Location
2 Location Enter the Survey Location. In the event you
want to request a Remote survey, please still
enter a Survey Location that is suitable should
a Remote survey not be possible.
3 Zone The zone will be automatically assigned when
the Survey Location is entered. There is also a
hyperlink to the corporate website where you
can find more information on zonal charges.
4 Service Delivery Office / Country These fields will be automatically populated
based on the Survey Location entered. The
Request for Survey will be emailed to the LR
delivery office responsible for the Survey
Location
5 PO / reference number Enter a PO or reference number if you have
one. Field not mandatory.
6 Request that the work be done as a Indicate preference for a remote survey by
remote survey (if eligible) ticking the box. This will be reviewed by LR to
determine if a Remote Survey is appropriate.
7 Link to Remote Surveys on corporate There is a hyperlink to the corporate website
website where you can find more information on
remote surveys
8 Estimated dates / times Enter estimated date / time of arrival and
departure
9 Survey Requested by / Requestor email These fields will be automatically populated
with the name and email of the user who is
logged in.
10 Port Agent details Enter the Port Agent details

11 Ship contact details Enter contact details for the ship if applicable

12 Continue Continue to the final stage.

Note that the Continue button will be inactive
if a Survey Location has not been selected.

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 Stage 3

Confirm that details are accurate and don’t forget to tick acceptance of terms and conditions before clicking
‘Continue’.

An email will be sent to the appropriate LR office (A copy will also be sent to the user requesting the Survey)
who will be in touch to confirm very shortly.

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 16. Exporting
LR Class Direct provides a range of export options:

First, select the assets from your fleet that you wish to export data for, you can select multiple:

Then select the information you wish to receive.

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 Select PDF file to receive a PDF that can include as much or as little detail as you wish.

Note: the above criteria will be pre-selected, but you can amend the criteria based on the
information you want on the report.

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 17. Exhibition of Records
Users that request short term limited access to LR Class Direct to view a vessel’s classification/survey
records (perhaps as a prospective buyer), may be granted an Exhibition of Records account.

If you already have LR Class Direct access, the EOR may be added to your existing account. If you do not
have an existing Class Direct account, you will need to sign up by visiting and following
the procedures there. The owner will need to provide formal permission for the viewing and the viewing
party will need to fully complete a contract form, accepting LR’s contract terms.

EOR account users may not request a survey, subscribe to receive notifications or credit MPMS items, but
their access is otherwise similar to that of a standard client.

18. Master lists and task lists

The survey planner, accessed via the full schedule, or by clicking the asset name in the tabular fleet view,
has an > arrow beside each survey item. Clicking this takes you to a task list (in groups that can be
expanded for more detail). You can also filter on this list.

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 19. MPMS

Assets that have been signed up for Machinery Planned Maintenance Scheme (MPMS) will, in the asset hub,
show a ‘Credit MPMS surveys’ button.

Figure 9: Selecting 'Credit MPMS surveys'

Selecting ‘Credit MPMS surveys’ will display the items and tasks available for crediting. The task list can be
refined by using the filter functions (dates, task status, task type) and the task status buttons. Selecting the
‘Surveyable items’ button will display the item names only, not the task descriptions and dates.

Figure 10: MPMS crediting page

To submit a PMS date, select the ‘Task Submit Date’ button next to the task, and select the date from the date
picker, or enter a date in ‘dd mmm yyyy’ format.

Once you have selected the dates for all the tasks to be credited, click ‘Submit Report’ to submit them and a
confirmation message will be displayed on successful submission of the report.

Tasks submitted in the report will now display a ‘PMS date’. Note, the due date at this stage will not have
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 been updated but the corresponding task(s) in the CSM tasklist will have been updated.

Dates on the service schedule that have been inspected by clients through the MPMS function will have an (I)
next to the Assigned Date, indicating ‘Interim credit’.

This will prevent MPMS tasks and subsequently the asset’s overall status from showing overdue.

Figure 11: MPMS crediting page post report submission

Figure 12: Corresponding tasks in CSM tasklist post report submission with new dates
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 Once a PMS date has been submitted, the date can no longer be changed. If a PMS date needs to be amended,
speak to the attending surveyor during the MPMS Annual Audit, or contact [email protected] to request the
amendment.

Tasks with a PMS date will be confirmed by the attending survey at the next MPMS Annual Audit. Once
confirmed, the item/task will be updated and will again be available for submitting a PMS date.

If a surveyor confirms the Interim MPMS task within 18 months of the inspection date, then the next instance
of the task will be rescheduled from the inspection date.

If a surveyor confirms the Interim MPMS task more than 18 months from the inspection date or indicates in
the system that they completed the task themselves at the time of survey, then the date of the surveyor’s
reported credit will be used to reschedule the task.

If items/tasks are missing from the MPMS crediting page, contact [email protected].

20. Client Self Service

For client users nominated by their organisation to perform an LRCD administrative function, there is a new
role that can be requested which is the “Client Admin” role.

Users with this role will be able to access an Administration utility in LRCD. This utility will allow the following
accesses and permissions:

1) Visibility of all LRCD users associated with the organisation’s Company IMO Number

2) Ability to deactivate user accounts

3) Ability to set fleet restrictions on individual accounts to hide portions of the fleet from individual users

4) Ability to restrict access to the Request a Survey function for individual users

5) Ability to export a report of all organisation users including their last login details

To apply for this role, please contact the LRCD Support team on [email protected]

Further functions around EOR management and new user creation are on the roadmap to enhance the Client
Admin role.

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 Get in touch
Please visit www.lr.org for more information
Or email [email protected]

Lloyd’s Register
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Campus
Burgess Road
Southampton SO16 7QF
United Kingdom

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and its subsidiaries. For further details please see www.lr.org/entities
© Lloyd’s Register Group Limited 2018