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Drill Reports

Drill Reports

The drill reports area showsis where you create the official record for a drill, add participating crew, record findings and move the report through draft, pending and finished drill reports.statuses.

Drill reportsDrill reports

Required permissions

You need the relevant Safety permissions for the action you want to perform:

  • Access Safety Module (safety-access)
  • View drill reports (safety-drillreport-view)
  • Create drill report (safety-drillreport-create)
  • Update drill report (safety-drillreport-update)
  • Delete drill report (safety-drillreport-delete)
  • Approve drill reports (safety-drillreport-approve)
  • Revert drill report status (safety-drillreport-status-revert), when a finished or pending report must be moved back

Access to specific drills may also depend on drill access permissions.

Open drill reports

  1. Open Safety.
  2. Select Drill Reports.
  3. Use the report lists to switch between draft, pending, finished and archived reports.

Create a drill report

  1. Open Safety > Drill ReportReports.

  2. Select athe drill andfor which you want to create a newreport.
    3. report.

  3. Select

    ReportsCreate can be simplereport or full,the dependingnew onreport action for that drill.

  4. Choose the report type if the form offers a choice:
    • Simple for a shorter report.
    • Full when the drill setup requires more detail.
  5. Fill in the report details, such as date, voyage, position, weather, scenario and whattimeline.
    6. needs
  6. Add toparticipating crew if the report should record attendance.
  7. Add evaluation points if findings, recommendations or lessons learned must be recorded.
  8. Save the report.

After saving, the report opens in edit mode so you can continue working on it.

Edit a drill report

  1. Open Safety > Drill Reports.
  2. Open the report.
  3. Select Edit.
  4. Update the report information.
  5. Save the report.

Drill report detail

CommonFinished reports may be locked depending on your permissions. If you need to change a finished report, you must have permission to edit finished reports or revert the status first.

Add or remove crew

  1. Open the report informationin includes:

    edit mode.
  2. Go
    3. tothecreworparticipantssection.
  3. Select
    4. therecordandisshown

    Add

    anevaluationpointevaluationcategory.
  4. Switch
    5. onitemisarecommendationevaluationtextandcananalysischarts.

    Edit

    orpoint
  5. Open
    6. .points.
  6. Use
    7. the
    Field Description
    Date Datecrew member from the crew selector.
  7. Select Add crewmember.
  8. Repeat this for each participant.
  9. To remove a participant, use the remove action next to that crew member.
  10. Save the report.

    11. Crew added here becomes part of the drill wasreport held.
    Voyage Voyagewhen the report is viewed or operationalexported.

    reference.
    Position Position
    1. Open the report in edit mode.
    2. Go to the Evaluation tab or locationsection.
      3. of
    3. Select Add evaluation point.
    4. Choose the drill.
    Weather ConditionsRecommendation duringif the drill.
    Scenario Scenariorather than a general finding.
  11. Enter the evaluation text.
  12. Save the report.

    13. Evaluation points are used forin drill analysis. Keywords are generated from the exercise.
    Timeline Whatappear happened duringin the drill.
    Participants Crewdelete membersan whoevaluation participated.
    the report in edit mode.
  13. Go to Evaluation
    		14.  Findings,
  14. Change recommendationsthe category, recommendation flag or content.
  15. To remove a point, select the delete action for that evaluation point.
  16. Save the report.

    17. Submit or finish a report

    1. Open the report.
    2. Review all report details, crew and lessonsevaluation learned.
    status action to move the report to the next status.
  17. If approval is required, move it to Pending.
  18. If the report is complete and you have approval permission, finish or approve it.

Report Statusstatuses

Status Meaning
Draft The report is still being prepared.prepared and can be edited.
Pending The report is awaiting approval.
Finished The report is approvedcompleted orand completed.becomes the official record.

View a Drill Report

OpenExport a report to reviewPDF

  1. Open the fullreport.
    2. drill information.

    Drill report detail

    Finished reports can be used as

  2. Select the officialPDF recordor ofexport action.
  3. Save or print the drill.

    downloaded

    Export

    report.

    4. Drill

reports can be exported to PDF when a printable record is needed.

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