SERTICA Maritime Module Overview 2014

Transcription

1 SERTICA Maritime Module Overview 2014

2 Content Inspections...3 Event Reporting...4 Forms...4 Cause analysis...5 Document management...5 Management Systems...6 Activity Management...7 Forum...8 Certificate...8 Connect...9 Sync...10 Logistics & Shipments...10 Docking...11 Full product overview / Sertica

3 Inspections To help shipping companies handle the ever increasing requirements of control and documentation, Logimatic has developed a mobile application for technical inspections, audits, and vetting. The application is designed for the Apple ipad and offers extreme mobility and user friendliness. Benefits: Eliminate paper, reduce planning time, work off-line, do reporting and documentation on-site The module also provide: A user friendly and effective environment Instant conversion of negative inspection findings to a maintenance job in Sertica Completely paperless handling of all inspections even with hundreds or thousands of inspections Offline use, i.e. data connection is not required An effective way to carry out, track and analyze Inspection definition by vessel type, vessel particulars etc. Advanced grouping functionality for inspection jobs for easy filtering and reuse A tool for risk assessment risk recurrence and severity Reports that summarize the inspection s progress and final results Import/export functionality for Microsoft Excel Support for all ipads (ios6 and newer) Camera function (if available) Module Overview / 3

4 Event Reporting Sertica Event Reporting module allows the crew onboard any vessel or the personnel in the office to report and register events electronically. All reports created by the crew on board are seamlessly and automatically transferred to the office. Benefits: Structured method for reporting, flexible - support of all events, track n trace of data Seamless integration with Sertica Maintenance and Sertica Fleet Management Overview of all events (Accidents, Incidents and Near Misses) in a searchable format Integration with Sertica Business Intelligence for easy access to the data and statistics Additional documentation support (Documents, Images, Video) Historical change tracking using the Sertica history mode Forms The Forms module can be used as an extension to the Event Reporting module. This makes the data entry easier for crewmembers as the forms use Microsoft Word based templates. The Word templates are highly user configurable and can be used across the entire fleet for many purposes: near-miss, drills, monthly masters report, accidents etc. Benefits: Easy identification of what to fill in, create your own form-templates for a specific need Efficient data input Automatic import of data from the MS Word formatted forms into the Sertica database for further analysis The data from a form can fill out an event report and vice versa End-user design of Form templates Customizable workflow Support of data input from forms using the Sertica Forms Module 4 / Sertica

5 Cause Analysis To make it easier for the crew to identify and register the cause of an accident this module supports a tool for designing a model consisting of multiple choice options where the answer for one question gives new options or questions. In this way the user will be guided through the system and the result will be a streamlined answer that is easy to analyze. Cause Analysis is an integrated part of the Event Reporting Module. The type of model used can be designed by the user but there is also the possibility to import existing standardized templates such as M-SCAT (Marine Systematic Cause Analysis Technique). M-SCAT is the DNV based systematic process for identifying the most common types when investigating an accident or incident. Benefits: guided method for information input, maritime standard The module handles: Losses or Potential Losses Contacts Immediate Causes Basic Causes and Areas for Corrective Actions Document Management Documents can be used as vital information throughout the entire Sertica solution. For almost all areas of Sertica it is possible to attach various types of documents. It can be documents related to safety regulations, maintenance procedures, technical information, instruction videos, procurement agreements, terms and conditions, docking specifications or predefined MS Excel templates that the crew needs to fill in as a part of a maintenance job completion. The central management and control of documents is very important. The office is in charge and has the option to control all the documents. Benefits: centralized storage of all documents/files, easy management of fleet docs/files Version control Change request management Document history Document check-in/check-out functions Confidentiality control Document vessel type control Automated file/document distribution across the fleet Document content search functions Module Overview / 5

6 Management Systems The Management system module is used to register the documents of one or more Management systems in Sertica. This could be Safety Management System (SMS), Quality Management System or any other system where documents need to be controlled and structured. Each management system contains a chapter structure. Each chapter contains one or more documents. The module handles document and chapter revisions. Each new revision of a management system results in a Record of Correction, which provides an easy overview of the changes made from one revision to another. Integration with Microsoft Word is built directly into the module. This allows the users to easily edit documents, create change requests and compare different revisions of the same document to see the changes. New and changed documents are added to the system using a Change Request workflow. This enables full control of everything that goes into the system and prevents any unwanted changes. Controlled copies can be handled and printed either in paper format or as a digital version of the management system. All of the above is integrated directly into the Sertica framework which enables the automatic transfer of all data between office and vessels. Benefits: Easy access to the entire Management Systems within Sertica Management of: SMS (Safety Management System), SOPEP (Ship Oil Pollution Emergency Plan), QMS (Quality Management System) etc. Controlled copies Hardcopies ROC (Record Of Correction) Functionality such as: Electronically formatted documents Change request flow management Revision comparison Fully automated re-print of corrected sheets Automated index Export to PDF 6 / Sertica

7 Activity Management Managing a fleet of many vessels requires a perfect overview of tasks. Sertica Activity Management provides this overview graphically visualized with colors and dates in one single window. The ongoing Activities are shown in an Action Board calendar, which allows the user to have an easy overview of upcoming tasks across the fleet. The user can setup and save various overview layouts depending on his areas of interest. The user can then switch between the different overviews but also has the possibility to look into specific activities for further details, action points and a status overview. The planning of an activity can be done in different stages. First a rough plan can be made with a timespan in which an activity will be possible. Then, when more detailed plans are made, these can be registered on the activity as more firmly planned dates. When an Activity is completed, the module also allows users to register the result of the Activity. For instance, it could be an audit which resulted in three non-conformities created in the Event Reporting module. Benefits: One central calendar based area for accessing all activities for the vessels Overview of all activities e.g.: Surveys Inspections Safety Area, Port State Control, Company Shipboard Internal/External Audits Flag state renewal Overview of all events e.g.: Incident Reports such as Near-Miss Report, Lost Time Injury, Crew Relative Accident etc. Deficiency Condition of Class Drills Non-Conformity Module Overview / 7

8 Forum The Forum module provides the option of sharing information and knowledge both between office and fleet, and also vessel to vessel. It acts, looks and feels like a basic forum known from the internet. The office can administrate the main topics and categories that should be available for the crew onboard the vessels. The office can also push out important information into a topic group and follow when and who has read the information. The information sent out can target certain roles onboard the vessel, e.g. the captains. The crew can, if allowed, create and respond to threads in the main topic areas. They have the option of marking favorites and in this way they can follow a certain thread. Certificate The purpose of the Certificate module is to give an easy and flexible overview of all the registered Certificates for a specific vessel but also to show due dates for renewal and expire dates for each certificate. A notification system can warn the crew/user when a certificate is due with a certain window for response/action. This way the users will not miss any upcoming renewals they need to attend to. The certificates are electronically stored into the database. When a new file is added as a Certificate file, the name of the file will be automatically generated with the format IMO number-certificate Number-Sequence Number. Files created this way will however not show up in the general Document Management screen but will be located in the Certificate area making it easier to access for the crew. The Certificate can also be a part of the Activity Management module for even better overview purposes. Notification for renewal by Creation of endorsement group rules and verification schemes Task list overview per vessel or fleet Preview of certificate 8 / Sertica

9 Connect As a natural part of supporting a complete paperless purchasing process from vessel to office to supplier, Sertica has a web-based pricing portal, Sertica Connect. Sertica Connect connects the buyer and the supplier in a one-to-one private communication regarding pricing and delivery details. The supplier benefits from receiving Request for Quotes electronically, being notified by and quoting online. Purchasers benefit from receiving prices electronically into Sertica, where the prices can be used for comparison between different suppliers. Also technical information in the Request for Quote put directly into Sertica where all the data is gathered. The received quotes can be turned directly into a Purchase Order at the click of a button, entirely without the need to re-enter any data. The supplier will then receive a Purchase Order based directly on their own quote, which in turn dramatically improves the ratio of invoices matching the Purchase Orders. The supplier even has the possibility of downloading the Purchase Order in a Microsoft Excel spreadsheet for easier processing in their own backend system. This also eliminates the need to re-enter line items for the supplier. Sertica Connect will speed up the process, reduce the workload and minimize data errors. Comparison of prices Automatic conversion from Quote to Purchase Order Private one-to-one communication MS Excel spreadsheets for compatibility with the suppliers own backend system Module Overview / 9

10 Sync Sertica Sync synchronizes data between Sertica and your ERP system - such as Microsoft Dynamics NAV, Microsoft Dynamics A, SAP, J.D. Edwards and others. Sertica Sync recognizes that integrations between systems are typically very specific to the company and the systems in question. Sertica Sync is designed to help companies synchronize their master data with minimum effort from the developer. It gives benefits such as increased level of automation, automatic control and payment of invoices, stronger financial control, purchase orders available in real time, invoice information always available, one shared data source for vendors, exchange rates, invoices, and other master data. Communication with the company s ERP system (send and receive data to/from Sertica) Simple interface that requires minimal development effort Good performance when handling large amounts of data Transparent integration between the ERP system and Sertica Easy debugging and examination of any data exchange errors or inconsistencies Support for constraining data based on rules Logging of all import or export transactions Logistics & Shipments As a part of the Sertica Procurement application the Logistics & Shipment module can be added. It provides the possibility to allow forwarding agents or warehouses to access the system and enter information about delivery information including the possibility to print all needed documentation for their shipments. It is also possible for the purchasers to manage the distribution and shipment themselves on behalf of the vessel, collecting line items from purchase orders and consolidating them into packages/carriers. These carriers can then be attached to a shipment where dimensions, weight and value are registered. The vessel can follow the shipment status and process. At the final arrival destination the shipment can be received and the purchase loop is completed with a full track n trace of the entire process. Midpoint receipt of items & goods Consolidation of line items from Purchase Orders Package / carrier management Shipment management Volume calculation Forwarding of relevant papers (proforma invoice, insurance papers, manifests) Scalability to future business needs Documented database scheme 10 / Sertica

11 Docking With the Sertica docking module even complex dockings become a simple and manageable task. The docking module is designed with the same user friendliness as the rest of the Sertica framework and is integrated directly into it. This means it has seamless integration with the job management, procurement and other modules in Sertica. The entire process from first offer, to planning, to execution and evaluation is managed in the same efficient tool. Integration with requisition, procurement and the spare parts and supplier library Easy reuse of job description and documentation Possibility to reuse docking jobs for each new docking Tools for gathering and price comparision on offers from suppliers/shipyards Planning directly in Sertica or with MS Project Ongoing project management and follow-up Embedded support of Sertica Document Management Creation of standardized task descriptions for the Shipyard in Word and PDF Exchange of price inquiries in MS Excel and automatic import Price comparison on offers from suppliers Integration with Sertica Business Intelligence for extraction of key figures and details Module Overview / 11

12 Basic Functions Basic Functions Standard System Sertica Maintenance Sertica Fleet Management Sertica Procurement Address Book Approval Flows Business Intelligence and reporting Calculate Best PO Components Condition Based Maintenance Currency Data Package Management Data Traceability Data Transaction Management Document Management Event Based Maintenance Financial Accounts Hierarchical Structure IACS Type Approval Invoice Control Invoice Management Job Lists Localization and text management Maintenance History Maintenance Jobs Message System Microsoft Excel Export Notification System Procedures Purchase Order Request For Quote Requisition Resources Spare Part Catalogue System Management incl. logs Task Lists Unit / Fleet detail Unit Grouping User Management Warehouse / Inventory Control 12 / Sertica

13 Safety & Quality Module Sertica Maintenance Sertica Fleet Management Activity Management Document Management Advanced Edition Event Reporting, Advanced Edition Inspection Forms Risk Assessment Dashboard / KPI ipad Inspections Management Systems Basic Functions Logistics Module Sertica Maintenance Sertica Fleet Management Sertica Procurement Agent / Freight Forwarder Access Shipment Management Label Printing ios QR Code / Stock Control Docking Module Sertica Maintenance Sertica Fleet Management Document Management Advanced Edition Dock Management Shipyard quote Dock job management Management Systems Q & A Module (requires Logistics Module) Supplier Benchmarking Reminder Management System Supplier Classification Supplier Questionnaires Sertica Procurement Module Overview / 13

14 Basic Functions Other Add-on Modules Sertica Maintenance Sertica Fleet Management Sertica Procurement Supplier Connectivity, Sertica Connect Supplier Connectivity, ShipServ OPC Interface Voyage Reporting Event Reporting, Basic Edition Shift Plan Electronic Log Contract Management, A/B purchase flows Gate Keeping HelpDesk (ios compliance) Other tweaks n options Sertica Maintenance Sertica Fleet Management Sertica Procurement Account on header level (REQ) Account on line item level (REQ) Active Directory Interface Batch Picking Component Picture Customer Report Logo Defect Reporting FIFO/Present Value (stock) Move Component (unit to unit) MS Outlook Support Multiple Counters Multiple Spare Part Groups RTF Format incl. Spell Check Safety Jobs Safety Procedures Spare Part Location User Defined Priority 14 / Sertica

15 Feature Document Management Module Management System Module Document revision control Change request flow Link between Documents Search document content, Word, Excel & PDF Support Word & PDF files Support any file type Build document structure with two Levels Build document structure with multiple levels Maintain Index revision history Export Document structure to PDF Search directly in document browser Highlight searched words in document Print controlled copies, Paper & PDF Track controlled copy updates Fill meta data into documents Print index of document structure Maintain record of correction Create new document from template See recent updates in document browser Collect accepted change requests and publish in one step Basic Functions The table on this page compares the features of the Document Management system and the Management System module. The two Sertica modules overlap in a number of places. Module Overview / 15

16 About Logimatic Logimatic is an engineering and software company that develops, sells, implements and supports in-house developed software and automation solutions. The solutions are geared towards many different types of companies from private to public and from service to production. There are usually consultancy services connected with the solutions and we are often project managers during system integrations and for the development of customised solutions. We integrate knowledge and technology and thus supply value-creating solutions to our customers. Solutions that optimise the processes and workflows of the individual customer and thereby equip them to take a leading position in the increasingly competitive markets. Logimatic Sofiendalsvej 5B DK-9200 Aalborg SV sertica@logimatic.com