PAL4 Admin (Office)

PAL4 Admin User Manual

Office
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by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of
MariApps Marine Solutions. This document is strictly private and not to be distributed externally.

Copyrights © 2008-2023 MariApps Marine Solutions Pte Ltd. All rights reserved.

Version 4.0.0.0 | 15 January 2023

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Table of Contents
1. ABOUT THE USER GUIDE ........................................................................................................................... 6

2. SYSTEM GUIDELINES ................................................................................................................................. 7

2.1 Dashboard Icons ................................................................................................................................ 7
2.2 Application Icons................................................................................................................................ 8
2.3 Acronyms and Abbreviations ............................................................................................................. 9

3. MODULE OVERVIEW ............................................................................................................................... 10

3.1 General Outlay ................................................................................................................................. 10
3.2 Process Flow .................................................................................................................................... 10
3.2.1 Admin Process Flow ..................................................................................................................... 11
3.2.2 LiveFleet/CWA .............................................................................................................................. 11
3.2.3 Hierarchical classification of Users ............................................................................................... 12
3.3 Initial Data Setup ............................................................................................................................. 14
3.3.1 Backend Configurations................................................................................................................ 14
3.3.2 Configurations at MDM ................................................................................................................ 14
3.3.3 Configurations at Crewing ............................................................................................................ 14
3.3.4 Configurations at Accounts .......................................................................................................... 14

4 SYSTEM DESCRIPTIONS ........................................................................................................................... 15

4.3 Administration ................................................................................................................................. 15
4.3.1 User Designation........................................................................................................................... 15
Procedure to define a designation ................................................................................................ 15
Procedure to edit a designation .................................................................................................... 15
4.3.2 Role Creation ................................................................................................................................ 16
Procedure to create the user roles ................................................................................................ 16
Procedure to map the roles ........................................................................................................... 16
4.3.3 Users.............................................................................................................................................. 17
Procedure to register a new user .................................................................................................. 18
Procedure to edit a user ................................................................................................................ 19
Procedure to assign roles, rights, and other details to a user ....................................................... 19
Procedure to customise the user rights ......................................................................................... 20
Procedure to copy the rights of a user .......................................................................................... 20
Procedure to unlock a user ............................................................................................................ 21
Procedure to assign a livefleet owner to a user ............................................................................ 21
4.3.4 Vessel Distribution Users.............................................................................................................. 22
Procedure to edit the vessel list .................................................................................................... 22
4.3.5 Applications .................................................................................................................................. 23
Procedure to assign global administrators to the application ....................................................... 24
Procedure to assign user roles to the application ......................................................................... 24
Procedure to assign company types to the application................................................................. 24
Procedure to assign a company to the application ....................................................................... 24
Procedure to assign local admin against an application ................................................................ 25
4.3.6 Application Pages ......................................................................................................................... 26
Procedure to create a page for the newly created application ..................................................... 26
4.3.7 Departments ................................................................................................................................. 28
Procedure to define a department ................................................................................................ 28
Procedure to map companies under a department ...................................................................... 28
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4.3.8 Vessel Designations ...................................................................................................................... 29

Procedure to view the vessel designations of the company ......................................................... 29
Procedure to create designations .................................................................................................. 29
Procedure to assign management type against designations ....................................................... 29
4.3.9 Role Rank Mapping ....................................................................................................................... 30
Procedure to map role to the ranks............................................................................................... 30
4.3.10 Application Based User Query........................................................................................... 31
Procedure to view the application-based user query report......................................................... 31
4.3.11 Admin Audit Query ............................................................................................................ 32
Procedure to view the role access rights ....................................................................................... 32
Procedure to view the customised attributes ............................................................................... 32
Procedure to the view user object rights ...................................................................................... 33
4.4 Menu Rights ..................................................................................................................................... 34
4.4.1 Role Access Rights......................................................................................................................... 34
Procedure to edit the role access rights ........................................................................................ 34
Procedure to copy the rights from one role to another ................................................................ 35
Procedure to enable the functional object rights .......................................................................... 35
4.4.2 Vessel User Rights ......................................................................................................................... 36
Procedure to assign rights to a vessel user template .................................................................... 37
Procedure to copy the rights from a template user ...................................................................... 37
4.4.3 Vessel User Rights Query .............................................................................................................. 38
Procedure to view the vessel-wise and template-wise access rights ............................................ 38
4.4.4 Password Reset ............................................................................................................................. 39
Procedure to reset the password of a vessel user ......................................................................... 39
4.5 Functional Rights.............................................................................................................................. 40
4.5.1 Active Users List ............................................................................................................................ 40
Procedure to view the active users list .......................................................................................... 40
4.5.2 Customized Vessels List ................................................................................................................ 41
Procedure to view the customized vessels list .............................................................................. 41
4.5.3 Global & Local Administrators ..................................................................................................... 42
Procedure to view the global and local administrators of an application ..................................... 42
4.5.4 Role Rights .................................................................................................................................... 43
Procedure to view the page-wise application role rights .............................................................. 43
4.5.5 User Rights Detailed ..................................................................................................................... 44
Procedure to view the user-rights in detail ................................................................................... 44
4.5.6 User Rights Based on Application and Company ......................................................................... 45
Procedure to view the user rights based on application and company ........................................ 45
4.5.7 User Rights - Summary ................................................................................................................. 46
Procedure to view the summarised user rights report.................................................................. 46
4.5.8 Role Based Users Query ............................................................................................................... 47
Procedure to view the role-based users query report .................................................................. 47
4.5.9 Page Based Users Query ............................................................................................................... 48
Procedure to view the page-based users query report ................................................................. 48
4.6 LiveFleet/CWA ................................................................................................................................. 49
4.6.1 LiveFleet Process Flow ................................................................................................................. 49
4.6.2 Register Owner in LiveFleet.......................................................................................................... 50
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Procedure to register an owner in livefleet ................................................................................... 50

4.6.3 Define Owner Menu ..................................................................................................................... 50
Procedure to define the menu for an owner ................................................................................. 51
Procedure to copy the menu items from one owner to another .................................................. 51
4.6.4 Menu Master ................................................................................................................................ 52
Procedure to create a menu .......................................................................................................... 52
Procedure to assign an applicable owner against the menu ......................................................... 53
4.7 Monitoring ....................................................................................................................................... 54
4.7.1 Designation Groups ...................................................................................................................... 54
Procedure to create a designation group ...................................................................................... 54
Procedure to add designations to a group .................................................................................... 54
4.7.2 Designation Rules ......................................................................................................................... 55
Procedure to map the rules against a designation/designation group ......................................... 55
Procedure to map the rules against a user .................................................................................... 55
4.7.3 User Activity Report...................................................................................................................... 56
Procedure to view the user activity report .................................................................................... 56

5 FAQ ......................................................................................................................................................... 57

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1. About the User Guide

This user guide helps to understand the Admin PAL easily. The topics are structured based on the menu listed in
the system to give a clear understanding and hassle-free navigation.

About PAL4 Admin

A steppingstone into the smart PAL interface, the Admin module acts as the central controller of all the smartPAL
applications and provides access to all other modules. The Admin module helps to control the access and limits
of the users of smartPAL.

Admin PAL is a simple, fast, user-friendly, and easy-to-use web-based administration module within the PAL
system. It controls user access across all modules.

The topics are divided into four sections as follows:

System Guidelines:
This section describes the functionalities of various commonly used buttons and icons in the Admin module.

Module Overview:
This section provides an overview on the module and the various sections.
Initial Data Setup:
This section consists of a comprehensive list of initial configurations that must be achieved before working on
the admin module.
System Descriptions:
This section provides a brief description of each page and explains the purpose of various fields present across
the modules.

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2. System Guidelines
• Screens are designed and best viewed in resolution 1280 x 960.
• The officially supported browser is Google Chrome 50.0 and higher versions.
• Your browser will session out if you keep your application idle for 2 hours.

2.1 Dashboard Icons

Icon Name Description
Mega Menu Displays the collective menu structure of the application

Contains two separate slots wherein one will hold the list of pages that have been
Instant Links
tagged as Favourites, and the other will hold the last visitations

Pinned applications will be seen stacked next to the mega menu. The pin/unpin
Apps Pinned
option is available near the module label listed in the menu

Search A search provision to browse for pages/tiles

Dashboard A diverse display of the graphical representation of various data

Release notes Access release notes with their historic versions

Vessel
Manages vessel or fleet under management
Distribution

Alerts View and manage alerts

Exchange Rate Convert the currency from one to another

Full Screen Setting the application in full view mode

Logout Click to log out from the PAL system

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2.2 Application Icons

Icon Name Description
New User To add a new user

Add New To add a new entry

Edit Edit the records which are already saved

Delete Delete a record, data, or attachment

Print Print the data

Discard Discard the current action

Save Save the record or data entered

Graphical View the data in graphical format

Tabular View the data in tabular format

Search Search data

Send Email Send seafarer details via email

Chat Chat with the users

Activities To navigate to the Activities section

Save &
To save and approve the entry
Approve
Export to Excel Export the report to excel

Export to PDF Export the report to pdf

Show Display the report

Clear Clear the filters

Reject Rejects the selected entry

Approve Approves the selected entry

Advanced
View the advanced filter for seafarer search
filter
Check box Select the row in the grid

Save Filter Save the filters

List View View the report in list format

Tile View View the report in tile format

Graphical View the plans in a graphical manner

Digital View the plans in a digital manner

Display
View the display settings
Settings

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Icon Name Description

Group
Group column heads to filter the data as per grouping within the grid
Columns
Various grid proportions to customise the display
Grid Modes

2.3 Acronyms and Abbreviations

Abbreviations/Acronyms Expansions
DB DataBase
AD Active Directory
URL Uniform Resource Locator
CWA Customer Web Access

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3. Module Overview
The Admin module is one of the vital modules of PAL. Admin consists of various sections that aid in the basic
and essential configurations. These configurations are of utmost importance in the initial implementation of
PAL.
Admin helps to configure various master pages based on which the users and user privileges can be structured.
Admin facilitates the creation of privileged users, which helps in handling the resource allocation meticulously.
The user registration, which is an integral part of the Admin module can be carried out here. Admin has
designated sections and pages that help in assigning rights to the registered users. The module consists of the
pages that help to configure the menu and page rights of the LiveFleet module as well. The report section
facilitates transparency in terms of user activity. Individual and comprehensive reports based on various user
attributes can be generated. Detailed reports help in the monitoring of user activity in a hassle-free manner.
Key takeaways:
• Defining master pages
• User registration
• Assigning user rights
• Configurations pertaining to LiveFleet
• Monitoring the user activity
3.1 General Outlay
The General Outlay of the Admin module is as depicted below:

Master Data Register PAL

Assign Rights Reports
Setup users

Master Data Setup: To start working on the Admin module, apart from the Initial data setup, defining master
pages are essential.

Registering PAL Users: The user registration which is an integral part of the Admin module helps in the
registration of various users into PAL.

Assigning Rights: The assigning of user rights and roles in various applications depends on the user’s
organisational hierarchy.

Reports: This section generates concise reports of the user rights and user activity which provides transparency
of the resource rights and administration of the company.

3.2 Process Flow

To begin working with the Admin module, certain configurations must be completed prior. Refer to the Initial
Data Setup to check the required configurations. Post configuring the initial data setup, the below steps are
carried out sequentially. To view the pictorial representation of the Process Flow, refer to (Fig 1).

1)Master Data Defining

Apart from the initial data setup, the data must be incorporated into a set of master pages within Admin PAL.
Defining the master pages will enable the main and corresponding pages to work effectively. The master pages
can be found in the Administration section of PAL Admin. Refer to the flow chart to find the activities carried out
through the master (Defining pages) pages.

2)User Registration

After defining the master pages, the users can be registered to PAL. The vital process of the Admin PAL is user
registration. It is through this section; that the various types of users can be registered based on the hierarchy
and designations in PAL. The details of the internal users (AD) are sourced from the local HRMS(Registry) which
makes the user registration process easy. The external (DB) users can be registered manually. Simultaneously,
Vessel users and LiveFleet owners can be registered to PAL. Refer to the flow chart below to find the activities
carried out on the User’s page.
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3)Assigning Rights and Roles

Post user registration, roles, and rights must be assigned to the users in applications to begin using PAL. The user
roles and rights are assigned based on their organisational hierarchy. Assign Rights are a set of pages that help
in assigning roles and rights to new or existing users. Additionally, there are dedicated pages that helps to assign
rights to Office and Vessel users individually. The users will be capable of executing functions in PAL, only after
the necessary rights have been assigned.

3)Monitoring and Report Generation

With adequate rights, users can initiate executing the processes in PAL. The user activity can be monitored with
the report section. The reports section gives insights into the activity of users and is capable of providing
individual and comprehensive reports that help in the efficient monitoring of the user rights and activity. The
reports can be generated at any point in time and the pages help in tracking the probable errors that occur in
PAL. Monitoring the reports at regular intervals help in rectifying the issues in a lesser span.

3.2.1 Admin Process Flow

Figure 1. Process flow of the Admin module

3.2.2 LiveFleet/CWA
The Admin module consists a set of pages that helps in arranging the essential configurations of the LiveFleet
module.

It is important to configure these pages prior to working on the LiveFleet module. Go to LiveFleet/CWA to follow
the process flow.

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3.2.3 Hierarchical classification of Users

Predominantly, four types of users can be generated for the PAL application. Below is the hierarchical depiction
of the users in descending order (Fig.2). The topmost category is the highly privileged users, whereas the
lowermost category has limited privilege in PAL. The tabular column represents the rights of different types of
users (Table. 1)

Figure 2. Hierarchical classification of PAL users

Table 1. User rights of different types of PAL users

Right to assign users to Right to assign users in Right to assign users to

all the modules of the a specific module of all the specific module of
companies the companies specific companies
Super users
Global Administrators
Local Admin
Normal users Unprivileged users

1. Superusers:
As the name suggests, these types of accounts are highly privileged accounts primarily used for administration
purposes. Superuser has access to all the administrative features across modules and companies.
The rights of the users are as described below:
• A superuser has the liberty to assign normal users to any module of various companies.
• Superusers can assign Global Administrators and Local Administrators to the modules in various
companies.

The superuser privilege will only be given to a few users in the organisation for security reasons.

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2. Global Administrators:
The Global administrators are a type of privileged account that can assign any type of user to a module except
Superusers.
The rights of the global administrators are as described below:
• It is possible to assign normal users to a specific module (e.g., Accounts/Crewing, etc) irrespective of the
company.
• Global administrators can assign Local Administrators to a specific module irrespective of the company.

It is the Super Users that can assign global administrators to the modules.

3. Local Admins:
The Local admins are another category of privileged accounts. Local admins can only assign users to a specific
module of a company. However, a local admin can be assigned to a module by a Super User and Global
Administrator.

4. Other Users:
These are the users of the organisation who execute regular functions in PAL. The users might not possess any
special rights unless manually assigned. The rights of the users belonging to this category can be customised by
Superusers, Global Administrators, and Local Admin.

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3.3 Initial Data Setup

3.3.1 Backend Configurations.

• Applications will be created and defined from the backend; however limited customisation is possible
through the Applications page.
• LiveFleet Dashboard Tile will be predefined.

3.3.2 Configurations at MDM

• Company must be configured from MDM > Common > All Companies.
• Define the Registered Owners at MDM > Common > Vessels > Registered Owners page.
• Define the Ultimate Owners at MDM > Common > Vessels > Ultimate Owners.
• Beneficial Owners must be added through MDM > Common > Vessels > Beneficial Owners.
• Company Types must be defined through MDM > Common > Company Type.
• Company needs to be mapped with Company Type, Subcompany, and Departments from MDM >Common >
All companies.
• Vessels must be configured from MDM > Common > Vessel Register.
• Vessel Types need to be configured from MDM > Common > Vessel Register.
• The various components of a vessel must be configured through the MDM > Common > Vessel Register
page.
• Management Types need to be defined through MDM > Common > Vessels > Management Types page.
• The Departments need to be configured through the MDM > Common > Company Departments page.
• The vessel users must be assigned to a company from the MDM > Common > Vessels > Vessel User Settings
page.
• The Fleets must be defined and mapped through MDM > Common > Vessels > Fleet.
• Ultimate Owner must be configured through MDM > Common > Vessels > Vessel Register page.
• Primary Manager needs to be configured through MDM > Common > Vessels > Vessel Register page.
• The Fleets must be defined and mapped through MDM > Common > Vessels > Fleet.

3.3.3 Configurations at Crewing

• The Ranks must be configured through MDM > Crewing > Rank > Rank page.

3.3.4 Configurations at Accounts

• Entity will be sourced from the MDM > Accounts > Entity Master page.

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4 System Descriptions
4.3 Administration

4.3.1 User Designation

Administration > User Designation

A designation is a title given to a resource who is responsible for a set of duties within the organisation. This
page helps to define the designation of users and it is pivotal as the user rights will be assigned according to it.
The designations created here will be populated across Admin PAL.

Procedure to define a designation

1) Select User Designation in the menu
2) Click Add
3) Enter:
Code
Name
Note: The modified user and modified date will be populated by default, on clicking Save.
4) Click Save

Procedure to edit a designation

1) Select User Designation in the menu
2) Click Edit
3) Enter:
Code
Name
Note: The modified user and modified date will be populated by default, on clicking Save.
4) Click Save

  Completed  

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4.3.2 Role Creation

Administration > Role Creation

The modules in the PAL system require roles to execute several tasks on the platform. The Role Creation page
deals with defining sufficient roles for a smooth workflow. Any sort of customisation can be made to the defined
roles as well.

Prerequisite:

The designations must be defined from the Admin > Administration > User Designation page.
Key Terminologies:

• Role Mapping: This button helps the user to map roles against selected designations. The designations that
are mapped will be marked Red.

Procedure to create the user roles

1) Click Role Creation in the menu
2) Click Add
3) Enter:
Code
Name
4) Click Save

Note: The checkbox Active will be selected by default, it can be cleared if required.

Procedure to map the roles

1) Click Role Creation in the menu
2) Click Role Mapping; the Role Mapping window slides in
3) Drag the designation against the role

Note: Upon dragging a designation against a role, the record will be autosaved.

  Completed  

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4.3.3 Users
Administration > Users

The purpose of this page is to add a new user to the database and to register active directory users to PAL.
Additionally, various customisation concerning the user’s roles, vessels, and entities are possible. The page also
has a provision to edit the details of existing users.

Types of User Accounts:

This page helps to create three types of user accounts, they are:
• Normal /Office User Account: The type of account used by an Office user (AD/DB), who executes
functions predominantly related to the Office side.
• LiveFleet User Account: Used by a vessel owner, who accesses LiveFleet.
• Vessel User Account: Used by a vessel user, who executes functions from the vessel.
Prerequisite:

The Company must be defined from MDM > Common > Companies.
The Vessel must be configured through the MDM > Common > Vessels > Vessel Register page.
Entity will be sourced from the MDM > Accounts > Entity Master page.
Ultimate Owner must be configured through MDM > Common > Vessels > Vessel Register page.
Primary Manager needs to be configured through MDM > Common > Vessels > Vessel Register page.
The Fleets must be defined and mapped through MDM > Common > Vessels > Fleet.
The Designation must be defined from the Admin > Administration > User Designation page.
User Role must be defined through the Admin > Administration > Role Creation page.
The Department must be defined from Admin > Administration > Departments page.
Applications must be pre-defined.
An official email ID must be created for the user for authentication purposes.
Key Terminologies:

• Normal Users: Use this button to view the Office users. The users can be segregated into AD/DB users.
- AD (Active Directory): The users specified as AD are the Permanent internal users.
- DB (DataBase): Denotes the external users that are permitted to access the application
for a stipulated period.

• LiveFleet Users: Click this button to view the existing LiveFleet users.
• Vessel Users: On clicking this button, the existing vessel users will be listed.
• Locked User: Check this box to view the locked users.
• Roles & Rights: Roles and rights against a registered user can be assigned through the tab.
• Vessel: A vessel can be assigned against a registered user through this tab. Once a vessel is assigned to a
user, even if the user has rights to other vessels, the access will be restricted to the assigned vessel.
• My Vessel: Using this tab, the user can add vessels as per priority.
• Entity: The tab is used to define entities against a user.
• Owner: The tab is used to define owners against a user.
• My Tiles: Using this tab, the user can add tiles as per priority.
• Tiles: Using this tab, the required application tiles can be enabled for a user.
• Dashboard: To add a dashboard group to a user account.
• Copy User Rights: The button is used to copy a user’s rights to another user.
• Edit User: The button helps the user to change a user’s details and make the user active or inactive.

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• AD/DB: This button is to create AD/DB users, the required type of user can be created by clicking the
appropriate button.
• Owner Tab: A user can only view the activities of a LiveFleet owner if the owner is mapped to a PAL user
from the owner tab.
• Custom Role: Denotes if the user has customised/generic user rights. The Red tile indicates customized user
rights, and the Blue tile indicates generic user rights.

Note: My Tiles tab will only be available for Global Administrators and Super Users.

Procedure to register a new user

1) Click Users in the menu

Note: Click the Normal Users/LiveFleet Users/Vessel Users button, as required.

2) Click Edit
3) Click New User; the Register User window slides in

4) Enter:
Name
Login Name
Email Address
Fax
Phone 1
Phone 2
5) Select:

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Company Type
Company
Designation
Department
6) Click Register
Procedure to edit a user
1) Click Users in the menu
2) Search and select a user
3) Click Edit User, the Edit User window slides in
4) Edit the required details
5) Click Apply

Note: To reset a user’s password, click Send Invitation Mail. On clicking, a password reset link will be sent to
the user’s email ID.

Procedure to assign roles, rights, and other details to a user

1) Click Users in the menu
2) Search and select a user
3) Click Edit
4) Select the Roles & Rights tab
Click Add new row
Select:
− Application
− Company
− Role
5) Select the Vessel tab
Click Add new row
Select:
− Applications
− Ultimate Owner
− Primary Manager
Check the box to select vessel(s)
Click Apply
6) Select the My Vessels tab
Click Add new row
Select:
− Fleet
− Company
− Owner
− Group
Toggle on if required
− Crew Management
− Full Management
− Show my responsible vessels
Select the required checkbox box
Click Apply
7) Select the Entity tab
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Click Add new row

Select Company
Select the required checkbox
Click Apply
8) Select the Owner tab
Click Add new row
Select the required checkbox
Click Apply
9) Select the My Tiles tab
Click Add new row
Select:
− Application
− Dashboard
Select the required checkbox
Click Apply
10) Select the Tiles tab
Click Add new row
Select application
Select the required checkbox
Click Apply
11) Select the Dashboard tab
Click Add new row
Enter dashboard name
Note: The user can set a dashboard as default by checking the Default box.
12) Click Save

Procedure to customise the user rights

1) Click Users in the menu
2) Search and select a user
3) Click Roles & Rights tab
4) Click Custom Role against the desired application

Note: On clicking Custom Role, the Customise User Rights window appears.
Click Edit
Check or uncheck the desired rights
Click Save

Procedure to copy the rights of a user

1) Click Users in the menu
2) Search and select a user
3) Click Copy User Rights

Note: On clicking Copy User Rights, a pop-up will appear.

Select
− The company from the field From User
− Search and select user
Check the desired roles & rights

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Note: The Include Custom Rights checkbox is used to copy the customised rights of the user.
Click Copy

Procedure to unlock a user

1) Click Users in the menu
2) Select the Locked User checkbox

Note: The locked users will be listed.

3) Select the required user
4) Click Unlock User Account

Note: If a user attempts to log in with a wrong password for five consequent times, the user will be locked.
In such instances, the user account must be manually unlocked by following the above method.

Procedure to assign a livefleet owner to a user

1) Click Users in the menu
2) Choose the required user
3) Select the Owner tab
4) Click Edit
5) Click Add Row; a Select Owners window slides in
Select the required owners
Click Apply
6) Click Save

  Completed  

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4.3.4 Vessel Distribution Users

Administration > Vessel Distribution Users

The aim of this page is to manage users of various vessels that belong to a company. A user can be assigned as
the main user or backup user. The main users will carry out the main duties of the vessel wherein, the backup
users will serve as a substitute for the main users.

Prerequisite:

The Company field lists out different companies configured through MDM > Common > Companies.
The Designation must be defined from the Admin > Administration > User Designation page.
The Vessels must be configured through the MDM > Common > Vessels > Vessel Register page.
The various components of a vessel must be configured through the MDM > Common > Vessel Register page.
The Designations will be available for selection if they are configured through the Admin > Administration >
Vessel Designations page.

Key Terminologies:

• Primary Manager: Stores the primary manager of the corresponding vessel.

• Owner: Stores the owner of the corresponding vessel.

Procedure to edit the vessel list

1) Click Vessel Distribution Users in the menu
2) Select:
Company Type
Company
Vessel
Designation
User
3) Click Edit
4) Check the Main/Backup of the required vessel to make it a main or backup vessel
5) Click Save

Note: This page helps to manage the users of a vessel from the Office side. Upon replication, the changes will
be implemented to the applicable vessels.

  Completed  

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4.3.5 Applications
Administration > Applications

The application page helps to create a new application, including the features such as icons, navigation path,
URL, and applicable environments. This page also facilitates the allocation of global administrator users, user
roles, company types, and companies to an application.

Caution:

The Application details are pre-defined and handled by Mariapps Marine Solutions, however, any sort of
change can be made in the Global Administration, Roles, Company Type, and Company tabs.
If any changes are required concerning the Applications, please approach the Support team.

Prerequisite:

Various Roles need to be defined from the Admin > Administration > Role Creation page.
Users need to be registered from the Admin > Administration > Users page.
The Company Types need to be defined from the MDM > Common > Companies > Company Type page.
The Company must be defined from the MDM > Common > Companies page.

Key Terminologies:

• Global Administration: This tab is used to assign global administrators to the application, the assigned user
will have all sorts of rights in the selected application.
• Roles: This is used to assign roles to the application.
• Level: This parameter denotes the hierarchy of the normal user role in PAL. The role level starts from 0 and
can extend up to infinity. A Level 0 user is the topmost level and will have all the privileges. (Example: If the
organisation has 500 normal PAL users, the user with level 0 will be the higher-level user and the user with
level 500 will be the lower-level user). The users with a lower-level role will not be able to view/configure
the access rights of the higher-level roles. However, a Global Administrator will be able to view and
configure the access rights of a highest level (Level-0) user.
• Company Type: This tab is used to assign various company types to an application.
• Company: This tab helps to assign various companies to an application. The companies that are populated
will depend on the company types defined through the Company Type tab.
• Local Admin: To assign a local admin either the user must have the privileges of a super user, or the user
must be a Global administrator.

Note: The users with lower-level roles cannot view the higher-level roles.

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Procedure to assign global administrators to the application

1) Click Applications in the menu
2) Select the application
3) Click the Global Administrators tab
4) Click Edit
5) Click Add in the grid

Note: On clicking Add, the slider pop-up Select Users will be displayed.
Select:
− Company Type
− Company
Note: User records will be displayed based on the selection.
Select Users
Click Apply
6) Click Save

Procedure to assign user roles to the application

1) Click Applications in the menu
2) Select the application
3) Click the Roles tab
4) Click Edit
5) Click Add in the grid

Note: On clicking Add, the slider pop-up Select Roles will be displayed.
Select the roles
Click Apply
6) Enter Level
7) Click Save

Procedure to assign company types to the application

1) Click Applications in the menu
2) Select the application
3) Click the Company Type tab
4) Click Edit
5) Click Add in the grid

Note: On clicking Add, the slider pop-up Company Type Search will be displayed.
Select Company Type
Click Apply
6) Click Save

Procedure to assign a company to the application

1) Click Applications in the menu
2) Select the application
3) Click the Company tab
4) Click Edit
5) Click Add in the grid

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Note: On clicking Add, the slider pop-up Company Name Search will be displayed.
Select Company Type
Check the box to select a company
Click Apply
6) Click Save

Procedure to assign local admin against an application

1) Click Applications in the menu
2) Select the application
3) Click the Company tab
4) Click Edit
5) Select the company
6) Click Add in the Local Admins grid

Note: On clicking Add, the slider pop-up Select Users will be displayed.
Choose the application from the Select application to assign drop-down
Select:
− Company Type
− Company
Check the box to select the user(s)
Click Apply
Note: Multiple applications can be selected from the Select application to assign drop-down list
to set the selected user(s) as local admin(s).
7) Click Save
  Completed  

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4.3.6 Application Pages

Administration > Application Pages

The Application Pages page enables the user to create pages for the newly created applications. The significant
aspects of an application page such as page name, heading, navigation URL, and applicable environment can be
configured here. Changes can be made to the existing pages by designated users at any point of time.

Caution:

This page is pre-defined and handled by Mariapps Marine Solutions, however, it is permitted to change the
page hierarchy. If any changes are required concerning the page name/functional rights, please approach the
Support team.

Key Terminologies:

• Menu Details: This grid contains the details of an application page such as Page Heading, Page Name, Icon
Name, URL, etc.
• Object Name: Stores the name of the Page Object.

Procedure to create a page for the newly created application

1) Click Application Pages in the menu
2) Select the required application
3) Click Add

Note: New pages cannot be created under a leaf node.

4) Enter:
Name
Page Heading
Page Name
Icon Name
5) Select:
Applicable To
Page Type
From Version
To Version
6) Enter:
Navigation URL

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Menu Name
7) Select the required checkboxes:
Active
Leaf Node
Visible
View Only

Note: The View Only checkbox is only available for privileged users. If View Only is activated for an application
page, the page will only have a view-only provision, even if any other rights have been assigned.
8) Click Add in the grid to add object details

Note: Objects can only be inserted under the leaf node. The Leaf Node check box must be selected before
clicking Add.
9) Enter:
Object Name
Alias Name
10) Select:
Object Type
Object Value
11) Click Save

Note: The Copy Rights option is used to copy the rights.

  Completed  

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4.3.7 Departments
Administration > Departments

Departments are the various sectors of the organization; each department has a set of companies that executes
a certain type of duty. The purpose of this page is to define departments and map respective companies.

Prerequisite:

The Departments need to be configured through the MDM > Common > Company Departments page.
The Company field lists out different companies configured through MDM > Common > Companies.
Company Types must be defined from the MDM > Common > Companies > Company Type page.

Procedure to define a department

1) Select Departments in the menu
2) Click Add
3) Enter:
Code
Name
4) Enable the Active toggle, if required
5) Click Save

Procedure to map companies under a department

1) Click Departments in the menu
2) Select the required record from the Department grid
3) Click Edit
4) Click Add new row in the Company grid

Note: A sticky slider named Company Name Search appears.

5) Select the required company type from the Company Type drop-down

Note: Companies belonging to the selected company type will be populated.

6) Select the required company
7) Click Apply
  Completed  

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4.3.8 Vessel Designations

Administration > Vessel Designations.

This page helps to create new vessel designations. The page serves as a master page, the designations defined
here will be reflected in the Vessel Distribution Users page.

Prerequisite:

The Management Types must be configured from the MDM > Common > Vessels > Management Types page.

Key Terminologies:

• Support Backup user: Select the checkbox to make the corresponding designation as a support backup user.
• Management Types: Use the ellipsis button to select the required type of vessel management.

Procedure to view the vessel designations of the company

1) Click Vessel Designations in the menu
2) Select:
Company Type
Company
3) Click Show

Procedure to create designations

1) Click Vessel Designations in the menu
2) Select:
Company Type
Company
3) Click Show
4) Click Add
5) Enter:
Code
Name
Company Type
Sort Order
6) Click Save

Note: The checkboxes named Active and Support Backup User will be selected by default, they can be cleared
if required.

Procedure to assign management type against designations

1) Click Vessel Designations in the menu
2) Select:

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Company Type
Company
3) Click Show
4) Select the required designation
5) Click Management Type

Note: The pop-up Management Type will be displayed upon clicking the button.
a) Click Edit
b) Select the required management type
c) Click Save
  Completed  

4.3.9 Role Rank Mapping

Administration > Role Rank Mapping

Certain roles such as Vessel fourth Engineer, Purchaser, Vessel Master, etc. can be mapped to the ranks. This
page helps to assign ranks to roles.

Prerequisite:

The Ranks must be configured through MDM > Crewing > Rank > Rank page.
Roles need to be defined from the Admin > Administration > Role Creation page.

Procedure to map role to the ranks

1) Click Role Rank Mapping in the menu
2) Click Edit
3) Select the Rank
4) Click the adjacent Role column; a drop-down with the list of roles appears
5) Select the required Role
6) Click Save

  Completed  

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4.3.10 Application Based User Query

Administration > Application Based User Query

This page intends to generate a report on the user rights in an application. This will provide a detailed report on
the users who have rights to various PAL Applications. It also has a provision to view the user rights for a specific
application page and functional object rights. The page also has a facility to generate the user rights report for
any specific company.
Prerequisite:
An Application must be assigned to a user via Admin > Administration > Users page.
The Application Page(s) and user rights must be defined to a user through the Admin > Administration > Role
Access rights page.
The Page Name and Page Object must be defined from the Admin > Administration > Application Pages.
The Company must be defined from MDM > Common > All Companies.

Key Terminologies:

• Page Name: A specific page of any PAL Application.

• Page Object: The Functional Objects assigned to the users in an application page.

Procedure to view the application-based user query report

1) Click Application Based User Query in the menu
2) Select:
Application
Page Name
Page Object
Company
3) Click Show

  Completed  

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4.3.11 Admin Audit Query

Administration > Admin Audit Query

This page intends to generate reports on the user rights. The page generates three types of reports such as page-
wise role rights in an application, page-wise customised attributes, and user object rights of a company user.

Prerequisite:

The Companies must be defined from the MDM > Common > Companies > All Companies page.
Sufficient rights must be provided to a role through the Admin > Menu Rights > Role Access Rights page.
Certain customised attributes must be provided through the Admin > Administration > Users page.
Page Objects must be assigned to a user role through the Admin > Menu Rights > Role Access Rights page.
Key Terminologies:

• Role Access Rights: This tab lists the role rights.

• Customize Attribute: The list of various customised rights/features of the user will appear in the tab.
• User Object: Lists out the various page objects such as btnAdd, btnCopyrights, etc.

Procedure to view the role access rights

1) Click Admin Audit Query in the menu
2) Click the Role Access Rights tab
3) Select:
Application
Page Name
Role
4) Click Show

Procedure to view the customised attributes

1) Click the Admin Audit Query in the menu
2) Click the Customize Attribute tab
3) Select:
Application
Menu Name
Company
User
4) Click Show

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Procedure to the view user object rights

1) Click the Admin Audit Query in the menu
2) Click the User Object tab
3) Select:
Application
Menu Name
Page Object
Company
User
4) Click Show
  Completed  

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4.4 Menu Rights

4.4.1 Role Access Rights

Menu Rights > Role Access Rights

A user can execute a certain function in a page only if sufficient rights such as View, Add, Edit, etc. are provided.
This page helps to assign rights to different roles in an application. The functional object rights such as Copy
validation, Approve button, and Export can also be defined simultaneously.

Prerequisite:

The Applications will be pre-defined.

The Roles populated here will be sourced from the roles and levels assigned to an application from the Roles
tab of Admin > Administration > Applications page.
The Functional Objects for an application must be configured through Admin > Administration > Applications
page.

Key Terminologies:

• Object Name: Stores the name of the functional object.

• Object Type: Defines the type of functional object.
• Enabled: Selecting this checkbox will enable the specified functional object to the selected role.

Procedure to edit the role access rights

1) Click Role Access Rights in the menu
2) Select the application

Note: Menus of the selected application will be shown on the left. On selecting a page, the existing rights
can be seen in the right grid.
3) Select the page or the parent menu to set the role access rights
4) Click Edit
5) Select the relevant checkboxes, if required
6) Click Save

Note: On assigning any right to the parent, the child pages will inherit the same right automatically.
If any rights are given to any of the child pages, the hierarchical parents will get the view rights.
On removing the rights of the parent node, the child pages will lose the rights automatically.

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Procedure to copy the rights from one role to another

1) Click Role Access Rights in the menu
2) Select the application
3) Click Copy Role
4) Select:
From Role
To Role
5) Choose the required type of rights:
Menu Rights
Functional Object Rights
Both
6) Click Apply

Procedure to enable the functional object rights

1) Click Role Access Rights in the menu
2) Select the application
3) Select the required application page
4) Click Edit
5) Select the role
6) Check the Enabled checkbox of relevant functions from the bottom grid
7) Click Save

Note: If the data is not being populated in the page despite the data mapping. Please be informed that the
user account might not possess the required level of access rights. Verify the rights and levels for the
selected application in the Roles tab of the Application page.

  Completed  

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4.4.2 Vessel User Rights

Menu Rights > Vessel User Rights

A vessel user can execute certain functions in an application only if sufficient rights and roles are enabled. This
page will aid in assigning roles in the applications to a vessel user. The Vessel User Rights page has namely two
grids, Assign Rights to Vessel User Template and Copy Rights from a Template user. Initially, the first grid helps
to map the required role in an application to the Template vessel user. To assign rights to a Vessel User, the
rights from the required template vessel user can be copied and assigned to the vessel user with the help of the
second grid.
Caution:

It is important to create a Template vessel user. User Rights cannot be assigned to a vessel user unless a
template user is created.
While assigning new rights/applications to a Vessel User, it is advised not to remove the user rights of an
existing user, unless required.
Removal of the user rights would result in the deletion of the rights assigned to a user in the PAL Applications.

Prerequisite:

Applications will be pre-defined.

Roles need to be defined from the Admin > Administration > Role Creation Page.
Vessels must be configured from MDM > Common > Vessel Register.
Vessel Types need to be configured from MDM > Common > Vessel Register.
A Vessel user needs to be created from Admin > Administration > Users page.
A Vessel user needs to be assigned to a Vessel from the Admin > Administration > Vessel Distribution page.
The Vessel users must be assigned to a Company from the MDM > Common > Vessels > Vessel User Settings
page.

Key Terminologies:

• Role: Stores the list of available roles defined through the Role Creation page.
• Template vessel user: A mock-up of a vessel user that has certain roles and rights assigned to it. The roles
and rights can be copied from this template to create a vessel user.
• Vessel User: The actual vessel user, the roles, and rights required for this user can be copied from a Template
vessel user.
• Assign Rights to Vessel User Template: Using this grid roles can be assigned to a vessel user.
• Copy Rights from a Template User: By using this grid, the roles can be copied from an existing template
user. The copied roles can be assigned to a Vessel User.

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Procedure to assign rights to a vessel user template

1) Click Vessel User Rights in the menu
2) Expand the Assign Rights to Vessel User Template panel
3) Click Edit
4) Select:
Vessel User
Application
Role
5) Click Save

Note: This is an initial process. Once the rights are assigned to the Vessel Template User, it is not necessary
to change it further, unless required.

Procedure to copy the rights from a template user

1) Click Vessel User Rights in the menu
2) Select Company in Copy Rights from a Template User panel
3) Click Show
4) Select a vessel
5) Click Edit
6) Select:
User
Application
7) Click Assign

Note: This is a one-time setting for each Vessel User with each of the Applications and Roles.
The created template users will be stored in this page. This helps to refer to the template while creating
actual vessel users at any point in time.
  Completed  

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4.4.3 Vessel User Rights Query

Menu Rights > Vessel User Rights Query

This page generates the reports of roles and rights assigned to Template vessel users and Vessel users. The
reports consist of two sections namely Menu Rights and Functional Object Rights. The Menu Rights list out the
roles assigned to users in the application, wherein the Functional Object Rights lists out the functional objects
assigned to vessel users in the application pages.

Prerequisite:
The Applications will be pre-defined.
The Vessels need to be registered from the MDM > Common > Vessels page beforehand.
The Users must be assigned to a vessel from the Vessel tab of the Admin > Administration > Users page.
The required rights must be assigned to the vessel template user and vessel user from the Admin > Menu
Rights > Vessel User Rights.

Key Terminologies:

• Template: Select this option to generate a report based on the vessel user template.
• Vessel: To generate a report for a selected vessel, choose this option.
• Company: This field helps to select the company by which the user rights query is to be filtered. This field
will be enabled only by choosing the Vessel option.
• Vessel: Select the vessel by which the user rights query is to be filtered. This field will be enabled only by
choosing the Vessel option.
• Menu Rights: This grid shows the menu rights assigned for the Template vessel users/Vessel Users.
• Functional Object Rights: This grid shows the functional object rights assigned for the Template vessel
users/Vessel Users.

Procedure to view the vessel-wise and template-wise access rights

1) Click Vessel User Rights Query in the menu
2) Choose Template/Vessel

Note: To generate the report based on the vessel user template, the Template option should be selected.
On choosing the Vessel option, step 3 should be followed.
3) Select:
Company

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Vessel
4) Click Show

Note: The Menu Rights and Functional Object Rights assigned to the selected vessel users will be displayed.

  Completed  

4.4.4 Password Reset

Menu Rights > Password Reset

This page helps to reset the password of Vessel users (e.g., Master, Second Engineer, etc). A user with adequate
rights can reset the password.

Prerequisite:

The Vessels need to be registered from the MDM > Common > Vessels page beforehand.
Vessel Types need to be configured from MDM > Common > Vessel Register.
The Users must be assigned to a vessel from the Vessel tab of the Admin > Administration > Users page.

Procedure to reset the password of a vessel user

1) Click Password Reset in the menu
2) Click Edit
3) Select:
Vessel
Vessel Users
4) Enter:
New Password
Confirm Password
5) Click Save

  Completed  

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4.5 Functional Rights

4.5.1 Active Users List

Functional Rights > Active Users List

The company-wise, active users of an application can be viewed through this page. The page provides details
about the user’s role, login name, department, email ID, and position. The active users list can be exported as a
PDF OR EXCEL by selecting the appropriate option.

Prerequisite:

The Applications will be pre-defined.

The Company must be defined from MDM > Common > All Companies.
Roles must be defined from the Admin > Menu Rights > Role access Right page.
Users need to be defined from the Admin > Administration > Users page.

Key Terminologies:

• Applications: This field holds various applications from which, the preferred application can be selected.
• Company: stores the various companies, the required company can be selected from here.
• User Type: The required type of user can be selected from here.
• Status: Active/ Inactive users can be selected as per their preference.

Procedure to view the active users list

1) Click Active Users List in the menu
2) Select:
Applications
Company
Registered Company
User Type
Status
3) Click Show

Note: All the active users assigned to the selected applications and companies will be shown in this report.

  Completed  

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4.5.2 Customized Vessels List

Functional Rights > Customized Vessels List

Certain vessels of an application will be assigned to office users. The purpose of this page is to generate a report
of such vessels. The report can be filtered based on an application, company, and users. The generated report
can be exported in PDF and Excel format by selecting the appropriate option.

Prerequisite:

The Applications will be pre-defined.

The Companies need to be defined through the MDM > Common > Companies.
The Vessels must be registered and mapped to a company through the MDM > Common > Vessels > Vessel
Register page.
The Users must be created from the Admin > Administration > Users page.
The Vessels must be assigned to a user through the Vessel tab of Admin > Administration > Users page.

Procedure to view the customized vessels list

1) Click Customized Vessels List in the menu
2) Select:
Applications
Company
User
3) Click Show

  Completed  

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4.5.3 Global & Local Administrators

Functional Rights > Global & Local Administrators

The intention of this page is to generate the report of global and local administrators assigned to an application.
The report includes the Username, Login Name, and Company Name. The list can be obtained in the preferred
format by selecting the appropriate option.

Prerequisite:

The Applications will be pre-defined.

Global Administrators need to be defined to the applications from the Admin > Administration > Applications
page.
Local Administrators must be assigned to the applications from the Admin > Administration > Applications
page.

Procedure to view the global and local administrators of an application

1) Click Global & Local Administrators in the menu
2) Select the Application
3) Click Show

  Completed  

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4.5.4 Role Rights

Functional Rights > Role Rights

The purpose of this page is to generate the report of user rights assigned to the roles in the application pages.
The role-rights reports can also be generated for specific vessel types/vessels. The reports can be exported as
PDF and Excel by selecting the appropriate format.

Prerequisite:

The Applications will be pre-defined.

The Vessels and Vessel Types need to be configured from the MDM > Common > Vessels > Vessel Register.
The Vessel users must be assigned to a company from the MDM > Common > Vessels > Vessel User Settings
page.
The rights of a vessel user must be assigned through Admin > Menu Rights > Vessel User Rights page.

Procedure to view the page-wise application role rights

1) Select Role Rights in the menu
2) Select:
Applications
Role
Vessel Type
Vessel
3) Click Show

  Completed  

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4.5.5 User Rights Detailed

Functional Rights > User Rights Detailed

This page helps to generate a report of the detailed user rights. The report contains the page-wise user rights of
the applications that are assigned to the user. Details about the assigned applications, vessels, and customised
rights can be viewed here. The page also has a provision to filter the report based on Company Type, Company,
and Users.

Prerequisite:
The Applications will be pre-defined.
The Company needs to be defined through the MDM > Common > Companies page.
The Company Type tab will list out the records configured at MDM > Common > Companies > Company Type.
Users need to be defined from the Admin > Administration > Users page.
The rights must be assigned to Vessel users from Admin > Menu Rights > Vessel User Rights page.
Sufficient customisation must be done through the Admin > Administration > Users page.
The rights of a user need to be assigned from the Admin > Menu Rights > Role Access Rights page.

Procedure to view the user-rights in detail

1) Click User Rights Detailed in the menu
2) Select:
Company Type
Company
User
3) Click Show
  Completed  

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4.5.6 User Rights Based on Application and Company

Functional Rights > User Rights Based on Application and Company

This page helps to generate the report of rights assigned to a user based on an application and company. The
report can be exported in the preferred format.

Prerequisite:

The Applications will be pre-defined.

The Company needs to be defined through the MDM > Common > Companies page.
Users need to be defined from Admin > Administration > Users page.
Sufficient user rights must be assigned to the users via Admin > Menu Rights > Role Access Rights page.

Procedure to view the user rights based on application and company

1) Click User Rights based on Application and Company in the menu
2) Select:
Application
Company
User
3) Click Show

Note: The application and company-wise access rights assigned for the selected user will be inferred in this
report.

  Completed  

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4.5.7 User Rights - Summary

Functional Rights > User Rights - Summary

Multiple companies will be assigned to a user in an application. This page aims to generate a summarised report
of the companies assigned to a user. The generated report can be filtered based on the Company Type and
Company.

Prerequisite:
The Applications must be pre-defined.
The Company needs to be defined through the MDM > Common > Companies page.
Company Type tab will list out the records configured at MDM > Common > Companies > Company Type page.
The Users must be created from the Admin > Administration > Users page.
The Applications and Companies must be assigned to a user from the Roles & Rights tab of Admin >
Administration > Users page.

Procedure to view the summarised user rights report

1) Click User Rights - Summary in the menu
2) Select:
Company Type
Company
User
3) Click Show

Note: The summarised report can be exported in various formats by clicking the Save icon.

  Completed  

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4.5.8 Role Based Users Query

Functional Rights > Role Based Users Query

A role will be assigned to a user in an application. This page helps to generate the report of users who execute
certain roles in applications. The report provides details about the user’s company, department, position, name,
and login name. The page also permits to generate the report of multiple applications and roles simultaneously.
Prerequisite:

Various Applications will be pre-defined.

The Company Type and Company needs to be defined through the MDM > Common > Companies.
The defined companies must be grouped under a Department from the Admin > Administration > Departments
page.
The Roles must be defined through Admin > Administration > Role creation page.
The Role must be assigned to an Application from the Admin > Administration > Applications page.
The Role rights must be defined through Admin > Administration > Role Access Rights page.
The User needs to be created from the Admin > Administration > Users page.
The Role must be assigned to a user from the Admin > Administration > Users page.

Key Terminologies:

• Role: Stores the roles defined through the Role Creation page.

Procedure to view the role-based users query report

1) Click Role Based Users Query in the menu
2) Select:
Application
Role
3) Click Show
  Completed  

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4.5.9 Page Based Users Query

Functional Rights > Page Based Users Query

This page helps to generate a detailed report of page-wise users in an application. Details such as the user role,
company and page rights can be obtained. The detailed report will help in the active monitoring of the user
privileges.

Prerequisite:

Various Applications will be pre-defined.

The Company Type and Company needs to be defined through the MDM > Common > Companies.
The Role must be assigned from the Admin > Administration > Applications page.
The user rights must be assigned from the Admin > Administration > Role Access Rights page.

Key Terminologies:

• Role: Displays a list of roles, from which the required role can be selected.
• User Status: Active/ Inactive or both type of users can be selected from here.
• Rights: Select the required page rights from the drop-down list.

Procedure to view the page-based users query report

1) Click Page Based Users Query in the menu
2) Select:
Application
Page Name
Role
User Status
Rights
3) Click Show

Note: To group the records by a column, drag and drop the required column header to the top of the grid.

  Completed  

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4.6 LiveFleet/CWA
This section comprises the admin pages of PAL LiveFleet. Since the application is tailored for each owner, the
fundamental configurations of the module must be arranged through this section for the efficient workflow of
PAL LiveFleet. The process flow of the live fleet section is as depicted below (Fig.3). Navigate to the respective
pages by clicking on the corresponding hyperlinks.
4.6.1 LiveFleet Process Flow

Register Owner in LiveFleet

Menu Master

Define Owner Menu

User's Page

Admin > Administration> LiveFleet/CWA

Admin > Administration > Users page

Figure 3 The LiveFleet Process Flow

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4.6.2 Register Owner in LiveFleet

LiveFleet/CWA > Register Owner in LiveFleet

This page helps to register new company/owners to the PAL LiveFleet application. Registering through this page
will permit the owner to access the application.

Prerequisite:

The Owners must be registered through the MDM > Common > Ultimate/ Registered/ Beneficial owner page.
The Company Type and Company needs to be defined through the MDM > Common > Companies.
The Role must be assigned from the Admin > Administration > Applications page.
The users will be able to view and edit the details of a Company/Owner, only if the owner is enabled for the
user through the Owner tab in the Admin > Administration > Users page.

Procedure to register an owner in livefleet

1) Click Register Owner in LiveFleet in the menu
2) Click Add

Note: On clicking Add, the pop-up named Company Name Search will be displayed.
a) Select Company Type
Note: Based on the selection, the companies will be populated.
b) Select the required company
c) Click Apply
3) Click Save

  Completed  

4.6.3 Define Owner Menu

LiveFleet/CWA > Define Owner Menu

The aim of this page is to customise the owner menu and dashboard tiles of the PAL LiveFleet for individual
owners. The owner menu and dashboard tiles can be customised by selecting the required tiles/menu from the
existing menu structure.

Prerequisite:

The Owner field lists out the owners configured from the Admin > LiveFleet > Register Owner in LiveFleet page.
The Menu Master must be defined from the Admin > Administration > Application pages.
The menu tree needs to be customised from the Admin > LiveFleet > Menu Master page.
It is required to define the menu on the left grid from the Admin>LiveFleet>Menu Master page.
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The Dashboard Tiles will be predefined.

Procedure to define the menu for an owner

1) Click Define Owner Menu in the menu
2) Select Owner
3) Click Edit
4) Select:
a) Required menu items from the left grid
b) Select the required tiles from Dashboard Tile Settings grid

5) Click Save

Procedure to copy the menu items from one owner to another

1) Click Define Owner Menu in the menu
2) Select Owner
3) Click Copy To; the Copy To window slides in
a) Select:
− Location
− Menu Name
Note: Select the Copy Menu checkbox to view the Menu Name field.
b) Select the Copy dashboard checkbox, if required
c) Select the required owners from the Owner Name grid
d) Click Apply

  Completed  

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4.6.4 Menu Master

LiveFleet/CWA > Menu Master

The aim of this page is to define the PAL LiveFleet menu structure for an owner. The menu structure can be
defined by choosing the required menu contents from the template named as LiveFleet Menu Master.

Prerequisite:

The LiveFleet Menu Master must be defined from Admin > Administration > Application pages.

Key Terminologies:

• Menu: This fields helps to define the required menu type.

• Applicable To: To assign the owners for the created menu.
• LiveFleet Menu Master: This grid displays the pre-defined LiveFleet master menu.
• Menu: The customised menu will be displayed in this grid.

Procedure to create a menu

1) Click the Menu Master in the menu
2) Click Add and the screen Add New Menu pops up
a) Enter the Menu Name
b) Click Save
Note: The new menu name can be seen in the field named Menu, located on the top left.
3) Click Add in the Menu grid and the Add New Menu pops up
a) Enter:
− Name
− Icon Name
− Click Save
4) Drag the required menu items from the LiveFleet Menu Master grid to the Menu grid.

Note: The mapping will be saved automatically.

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Procedure to assign an applicable owner against the menu

1) Click Menu Master in the menu
2) Select the menu
3) Click Applicable To and the screen Applicable Owner appears
a) Select the required owner(s)
b) Click Save
Note: A message will be displayed to confirm the action. Proceed by clicking Continue and
confirm.

Note: After defining the owner menu, it is important to assign the owner to the PAL user. Navigate to the
Admin > Administration > Users page and assign the owner to the required PAL user. Click assign owner
to follow the procedure.

  Completed  

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4.7 Monitoring

4.7.1 Designation Groups

Monitoring > Designation Groups

Designations of the PAL users can be organised into groups. This page facilitates the creation of new group
designations. The organising procedure has two steps. Initially, the designation group can be defined and
secondly, the required designations can be mapped to the required designation groups.

Prerequisite:

The Designations grid lists out the designations defined at the Admin > Administration > User Designation
page.

Key Terminologies:

• Designations: Holds all the ungrouped designations.

• Group Designations: Holds the newly created groups, under which the designations can be mapped.

Procedure to create a designation group

1) Select Designation Groups in the menu
2) Click Add

Note: On clicking Add, the pop-up Add Designation Group will be displayed.
3) Enter:
Code
Name
Level
4) Check if required:
Show Company Filter
Include in Trip Planner
5) Click Save

Procedure to add designations to a group

1) Select the Designation Groups in the menu

Note: The designations and groups will be displayed on the page.

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2) Drag required designation(s) from the Designation grid and drop in the required group added in the Group
Designations grid.

  Completed  

4.7.2 Designation Rules

Monitoring > Designation Rules

This page helps to configure designation rules for various designation groups. A default set of rules can be
enabled to designation groups; however, the rules can be customised for the required users.

Prerequisite:

The User Designation must be defined from the Admin > Administration > User Designation page.
The user designations must be mapped under a Group from the Admin > Monitoring > Designation Groups
page.

Key Terminologies:

• Designations: This grid holds the designation groups defined through the Designation Groups page.
• Rules: Holds the list of rules, from which the required rule can be selected by selecting the corresponding
checkbox.
• Customised User Rules: On clicking the button, the process of mapping a rule against a user can be initiated.

Procedure to map the rules against a designation/designation group

1) Click Designation Rules in the menu
2) Select the designation from Designations grid
3) Click Edit
4) Select the checkbox of required rules in the Rules grid
5) Click Save

Procedure to map the rules against a user

1) Click Designation Rules in the menu
2) Click Customised User Rules; a Customised User Window slides in
3) Select the required users from the User Name grid
4) Select the required rules from the Rules grid
5) Click OK

  Completed  

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4.7.3 User Activity Report

Monitoring > User Activity Report

This page provides the user activity report of the selected period. The report provides details about the login,
logout, and usage duration of an application. The report can be viewed as a graphical representation or in a
tabular form as preferred. In the tabular view, expanding a specific username will enable the user to view the
application pages accessed by a user.

Prerequisite:

Various Applications will be pre-defined.

Users must be registered from the Admin > Administration > Users page.
The Company Type and Company needs to be defined through the MDM > Common > Companies.
The users must be assigned to an Application from the Admin > Administration > Application page.

Key Terminologies:

• Name: Holds the username, by expanding the name the pages and applications accessed by a user can be
viewed. It also specifies the time of usage.
• Toggle: The view of the report can be switched between graphical and tabular as required.

Procedure to view the user activity report

1) Click User Activity Report in the menu
2) Select:
a) Applications
b) Company
c) User
d) From Date
e) To Date
3) Click Show
Note: Expand the user’s name to view the user activity details such application, application page and the
accessed date and time.

  Completed  

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5 FAQ
Q 1. Unlock a user account.

- If a user attempts to log in with the wrong username/password five consecutive times, the user will be locked.
The user must be unlocked manually via Admin > Administration > Users page.
To follow the unlocking procedure, click Unlock User.

Q 2. The data does not populate in a page/application.

-This might be because of the insufficient view rights of the user account to the page/application. Kindly verify
the user rights in Admin > Administration > Role Access Rights pages. Please approach the Global administrator
of the corresponding application to enable the required rights.

Q 3. Unable to execute certain functionalities in pages /applications.

-This might be due to insufficient user rights for that page. Kindly verify the user rights in Admin > Administration
> Role Access Rights pages. Please approach the Global administrator of the corresponding application.

Q 4. The Data does not populate in the Role Access Rights page.

-After selecting an application, if the data is not being populated despite mapping the data correctly, please be
informed that the user account might not have the required level of access right (the user might require a higher-
level access right). Please verify the rights and levels for the selected application in the Roles tab of the
Application page.
To navigate to the procedure, click Add/Edit User Roles.

Q 5. Unable to find an owner on the Register Owner in LiveFleet page.

-A PAL user can register an owner on the Register Owner Page only if the specific owner is assigned to the user
via Admin > Administration > Users > Owner tab.
To navigate to the procedure, click Assign Owner to a user.

Q 6. Unable to view pages or dashboard tiles in the LiveFleet module.

-In such instances, verify if the required pages/dashboard tiles are assigned to an Owner via Define Owner Menu
page.
To enable the pages/dashboard tiles, click Define Owner Menu.

Q 7. After assigning sufficient rights to the vessel user from the Vessel User Rights page, the user is unable to
execute any operations.

-This might be due to failure in the creation of a template user. Before assigning user rights to an actual vessel
user, a template user must be assigned with the required rights. Later, the rights must be copied from the
template user using the Copy rights from the template user functionality.
Once this process is completed, the vessel user will have sufficient rights and will be able to execute the required
operations. To navigate to the procedure, click Create a Vessel Template User.

Q 8. While assigning rights to a new vessel user in the application(s), the rights of an existing user were
removed.

-This might be caused due to the accidental removal of the existing user rights.
While copying rights to a new vessel user from a template vessel user (From the Admin > Menu Rights > Vessel
User Rights page), the existing rights might have been removed accidentally. Please approach the Global
administrator of the respective applications to re-assign the user rights. To avoid this accident, while assigning
new rights to a new user, ensure that the rights of the existing user are not modified.
To re-assign the rights, click on Assign Rights to a Vessel User.

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Q 9. Unable to view/edit the user rights of another user.

-This might be due to the difference in the Role Levels. The users with lower-level roles are not permitted to
view/edit the user rights of the higher-level roles. This issue can be resolved by changing the role level via
Roles tab of Admin > Application page.
To follow the procedure, click Assign/Modify User Roles.

Note: The Role Level can only be modified by privileged users. Kindly approach the Global Administrators of
the concerned application.

Q 10. A user was accidentally registered/this user is no longer needed.

-A user account can be inactivated by following the below procedure:

1) Click the Users page from the menu

2) Select the required user
3) Click Edit User; an Edit User window pops-up
4) Disable the Active Toggle
5) Click Apply

Q 11. Change the details of a user (e.g., email ID, phone number, designation, company, department).

-The details of the users can be edited from the Users page. Click Edit User Details, to navigate to the
procedure.

  Completed  

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