Action Menus

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Mockup Example

SAMM Actions Menu Interface Example.png

General Action Definitions

Action Definition Supports Milti-Select
Export Grid This option is intended to export entire contents of the grid, based on current filter and navigation settings. No
Print Selected Item(s) This option exports the selected item(s) on the grid to a print-firendly report format. Yes




Logbook

Certificate Manager

Menu Item Emerging Screen Available in Context Menu Notes
Add Certificate... Add Certificate Dialog Yes This option is only visible to users with administrative permissions.
Edit Certificate... Edit Certificate Dialog Yes This option is only visible to users with administrative permissions.
View Certificate View Certificate Activity Dialog Yes
Edit Vessel Certificate Activity... Edit Vessel Certificate Activity Dialog Yes
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Print Selected Items Certificate Report(s) Dialog Yes
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Export Grid... Export Grid Dialog No

History

History Items

Menu Item Emerging Screen Available in Context Menu Notes
Add New Item... Add New Item Dialog Yes --
Edit Selected Item... Edit Machinery History Dialog Yes --
View Selected Item... View Machinery History Dialog Yes --
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Create Work Request... Add Work Request Dialog Yes
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Print Selected Item(s) History Item Report(s) Dialog Yes --
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Export Grid... Export Grid Dialog No


PM Compliance

Menu Item Emerging Screen Available in Context Menu Notes
Print Selected Item(s) Reports Dialog Yes --
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Export Grid... Export Grid Dialog No


Afloat M&R

Work Request

Menu Item Emerging Screen Available in Context Menu Notes
Approve... Edit Repair Details Yes
  • This action is permissions-based
  • Work Request Title along with "(SFWL)" is appended to the dialog title
  • Additional Business Rules Required
Deny... Deny Work Request Dialog Yes
  • This action is permissions-based
  • Additional Business Rules Required
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View Work Request... View Work Request Dialog Yes
  • Work Request Title is appended to the dialog title
Add Work Request... Add Work Request Dialog Yes -
Edit Work Request... Edit Work Request Dialog Yes
  • This action is permissions-based
  • Work Request Title is appended to the dialog title
  • Additional Business Rules Required
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Download Work Request Template - Yes
  • Excel spreadsheet is a dynamic document that updates with database changes that impact the Add Work Request modal.
  • This action is not permission based
Upload Work Request Template Upload Work Request Template Dialog Yes
  • This action is enabled for users with the permission CanUploadBulkWorkRequest
  • The accepted file for upload is a Excel .CSV file
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Print Selected Item(s) Repair Reports Dialog Yes -
Customize Grid Customize Grid Dialog No -
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Export Grid Export Grid Dialog No

Work Request Details

Menu Item Emerging Screen Available in Context Menu Notes
Approve... Edit Repair Details Yes
  • This action is permissions-based
  • Work Request Title along with "(SFWL)" is appended to the dialog title
  • Additional Business Rules Required
Deny... Deny Work Request Dialog Yes
  • This action is permissions-based
  • Additional Business Rules Required

Corrective Maintenance

Menu Item Emerging Screen Available in Context Menu Notes
Add New Item... Add Repair Details Dialog (SFWL) Yes
  • --
View Selected Item... View Repair Details Dialog Yes
  • --
Edit Selected Item... Edit Repair Details Dialog Yes
  • --
Copy Repair... Edit Repair Details Dialog Yes
  • --
Manage Billets... Manage Billets Dialog Yes
  • Selections in the Manage Billets dialog will determine billet selections in the Repair Details > Shipboard Info > Billets input field
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Print Selected Item(s) Repair Reports Dialog Yes
  • --
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Export Grid... Export Grid Dialog No


Planned Maintenance

Menu Item Emerging Screen Available in Context Menu Notes
Complete... Complete Task(s) Dialog Yes
  • User is able to complete an already completed item.
Defer... Defer Task(s) Dialog Yes
  • Disabled for completed items.
  • Disabled for all PMIA items.
  • If the PM Item is PMSF, allow deferral if the user has permission.
  • Users with PMSF Permission cannot defer Calculated Type PMIA Maintenance
  • Deferral date selections on a single selected item are limited to a maximum of one month in the future for non-PMIA MCodes.
Reset... Reset Item(s) Alert Yes
  • Disabled for items that are not completed.
  • Reset should only work if you have a completion in that month that you need to change.
Delete... Delete Item(s) Warning Dialog Yes
  • Only available when an Ad-Hoc Maintenance item (MCode starting with U) is selected.
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Reassign... Reassign Billet Dialog Yes -
Manage Billets... Manage Billets Dialog Yes -
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Create Work Request... Add Work Request Dialog Yes
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Create Ad-Hoc Maintenance... Create Ad-Hoc Maintenance Dialog Yes -
Copy Ad-Hoc Maintenance... Copy Ad-Hoc Maintenance Dialog Yes
  • Only available when an Ad-Hoc Maintenance item (MCode starting with U) is selected.
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View PM Details... View PM Details Dialog Yes -
Edit PM Details... Edit PM Details Dialog Yes -
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Put on Schedule N/A Yes
  • Adds item to the Schedule of Work. (Seen in "On Schedule" column as yes/no)
  • PMIA items cannot be placed on the schedule when a PM is Deferred.
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Launch Equipment History Machinery History Details Screen Yes
  • This will bring up the 1.0 Maintenance History Screen
  • Available to click if there is a history. Items with no history should not have this option available.
View PMIA Details PMIA Details Screen Yes
  • The PMIA Details screen will have every association of the Task code to a Work Item or Service Order, no matter if item is in the past or in the future. Grid should be ordered by contract begin date desc.
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Print Selected Item(s) Maintenance Report(s) Dialog Yes -
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Export Grid... Export Grid Dialog No


PM Details

Menu Item Emerging Screen Available in Context Menu Notes
Complete... Complete Task(s) Dialog N/A
  • User is able to complete an already completed item.
Defer... Defer Task(s) Dialog N/A
  • Disabled for completed items.
  • Disabled for PMIA items.
  • Deferral date selections are limited to a maximum of one month in the future for non-PMIA MCodes.
Reset... Reset Item(s) Alert N/A
  • Disabled for items that are not completed.
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Create Work Request... Add Work Request Dialog N/A
  • The selected PM Item will display as a related item on the Edit Work Request Dialog's; Related Item Tab upon creation.
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Copy Ad-Hoc Maintenance... Copy Ad-Hoc Maintenance Dialog N/A
  • Only available when an Ad-Hoc Maintenance item (MCode starting with U) is selected.
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Put On Schedule N/A N/A
  • -
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Launch Equipment History Machinery History Details Screen N/A
  • -
View PMIA Details PMIA Details Dialog N/A
  • -

Create Ad Hoc Maintenance

Menu Item Emerging Screen Available in Context Menu Notes
Complete... Complete Task(s) Dialog N/A
  • User is able to complete an already completed item.
Defer... Defer Task(s) Dialog N/A
  • Disabled for completed items.
  • Disabled for PMIA items.
Reset... Reset Item(s) Alert N/A
  • Disabled for items that are not completed.
Delete... Delete Item(s) Warning Dialog N/A
  • Only available for Ad-Hoc Maintenance items.
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Create Work Request... Add Work Request Dialog N/A
  • -
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Put On Schedule N/A N/A
  • -
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Launch Equipment History Machinery History Details Screen N/A
  • -
View PMIA Details PMIA Details Dialog N/A
  • -

Workbook

Menu Item Emerging Screen Available in Context Menu Notes
Complete... Complete Task(s) Dialog Yes
  • User is able to complete an already completed item.
Defer... Defer Task(s) Dialog Yes
  • Disabled for completed items.
  • Disabled for all PMIA items.
  • Deferral date selections on a single selected item are limited to a maximum of one month in the future for non-PMIA MCodes.
  • The Equipment Mismatch alert dialog emerges when a user selects multiple items each with different equipment from the Main Grid and then selects Defer.
    • Clicking "Close" will close the dialog and deselect the selected items from the Main Grid.
Reset... Reset Item(s) Alert Yes
  • Disabled for items that are not completed.
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Update Equipment Status Equipment Status Dialog Yes -
Run Scheduler... Scheduler Dialog Yes
  • "SAMM"."P_MaintenanceScheduleOperationalStatusChange"("iVesselId"); and "SAMM"."P_MaintenanceScheduleNewMaintenance"("iVesselID") ignore PMIA Maintenance for vessels where PMIA is enabled and the scheduler is run.
Running Hours... Running Hours Dialog Yes
  • Use row id to default to the vessel selection on the dialog to that of the selected row.
  • Disabled for SFWL items (N/A with Main Grid multi-select).
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Reassign... Reassign Billet Dialog Yes
  • For a SFWL Item, entries are applied to the SFWL Billet field (N/A with Main Grid multi-select).
Manage Billets... Manage Billets Dialog Yes -
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Create Work Request... Add Work Request Dialog Yes
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View Selected Item
  • PM Details for Planned Maintenance Items
  • Repair Details for SFWL Items
Yes -
Edit Selected Item...
  • PM Details for Planned Maintenance Items
  • Repair Details for SFWL Items
Yes -
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Launch Equipment History Machinery History Details Screen Yes
  • N/A with Main Grid multi-select.
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Print Selected Item(s)
  • Maintenance Report(s) Dialog for Planned Maintenance Items
  • Repair Report(s) Modal for SFWL Items
Yes
  • Multi-selection of SFWL items will result in multiple Repair Reports being generated in one file.
  • Multi-selection of SFWL with Planned Maintenance items will result in multiple Repair Reports and Maintenance Reports being generated in one file.
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Export Grid... Export Grid Dialog No


Condition Monitoring

Menu Item Emerging Screen Available in Context Menu Notes
View History Details Machinery History Details Screen Yes -
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Create Work Request... Add Work Request Dialog Yes
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Print Selected Item(s) Reports Dialog Yes
  • Users will be prevented from selecting of multiple records with Print Selected Item(s) functionality.
  • Item printed shall be associated with the Report of that test type:
    • Fuel Oil:  Fuel Oil Analysis Report.
    • Lube Oil:  Lube Oil Analysis Report.
    • Recip Analysis:  Reciprocating Analysis Report.
    • Special Test: Special Test Analysis Report.
    • Vibration:  Vibration Analysis Report.
    • Water Chemistry:  Water Chemistry Analysis Report.
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Export Grid... Export Grid Dialog No



Ashore M&R

VRRs

Menu Item Emerging Screen Available in Context Menu Notes
View Selected Item View Repair Details Dialog Yes
  • -
Edit Selected Item... Edit Repair Details Dialog Yes
  • -
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Show Removed Items -- No
  • Displays removed items in the main grid.
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Show Flagged Items Only -- No
  • Displays alert items in the main grid.
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Create Work Request... Add Work Request Dialog Yes
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Export Grid... Export Grid Dialog No
Export Narrative N/A No
  • Exports narrative content w/o further action needed
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Print Selected Item(s) Reports Dialog No
  • -


PMIA

Menu Item Emerging Screen Available in Context Menu Notes
View Selected Item View Repair Details Dialog Yes -
Edit Selected Item... Edit Repair Details Dialog Yes -
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Complete Selected Item(s)... PE Workbook Screen Yes Allows users to complete selected items when:
  • All Selected Items are in a Scheduled Status and the selected Work Package/Contract has a Status of Awarded.
    • If the user has multi-selected items with any status other than "Scheduled" then the "Completion Error" dialog will emerge.
  • Users can only complete PMIA items that are on an awarded contract, not draft. 
  • When all the selected item(s) are not scheduled to an Availability in the future
  • The Work Item and the Awarded Work Package both have progressed to 100% in PENG.
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Create Work Item... Add Work Item Dialog Yes -
Create Service Order... Add Service Order Dialog Yes -
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Export Grid... Export Grid Dialog No PMIA Export Grid
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Print Selected Item(s) Reports Dialog No -


TransAlt Ship

Menu Item Emerging Screen Available in Context Menu Notes
Add TransAlt Request... Create TransAlt Dialog Yes
  • Not Implemented
  • Access to this functionality will be permissions-based
  • The TransAlt-Ship Add new  request shall default to the  class of the ship  selected in the TransAlt - Ship module  and  the  ship applicability shall be  updated to include the  ship that was highlighted.
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Edit Selected Item... Edit TransAlt Details Dialog Yes
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Complete TransAlt... Complete TransAlt Dialog Yes
  • Not Implemented
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Show Flagged Items Only -- No
  • Not Implemented
  • Displays alert items in the main grid.
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Create Work Request... Add Work Request Dialog Yes
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Launch PENG PENG Yes
  • Not Implemented
  • A specific ship has to be selected in the left hand Navigation Menu and that specific ship's TransAlt has an Execution Status of Executed or Complete.
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Export Grid... Export Grid Dialog No
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Print Selected Item(s) Reports Dialog Yes


Availabilities

Menu Item Emerging Screen Available in Context Menu Notes
View Selected Item... View Availability Dialog / View Work Package Dialog / View Work Item Dialog / View Service Order Dialog Yes
  • The emerging screen is based on the user's selection within the main grid and navigation panels.
Edit Selected Item... Edit Availability Dialog / Edit Work Package Dialog / Edit Work Item Dialog / Edit Service Order Dialog Yes
  • The emerging screen is based on the user's selection within the main grid and navigation panels.
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Add Availability... Add Availability Dialog No
  • Disabled unless user has the Vessel node, Availability root node, or Service Orders root node selected in the navigation panel.
Edit Availability... Edit Availability Dialog No -
Add Work Package... Add Work Package Dialog No
  • Disabled unless user has the Unassigned Source Items group, an Unassigned Work Item, a Work Package, a Work Item, the Service Orders group, or a Service Order selected in the main grid.
Add Work Item... Add Work Item Dialog No
  • Disabled unless user has an Availability selected in the navigation panel.
  • Disabled when a user has a Service Order Group selected in the main grid.
Add Service Order... Add Service Order Dialog No
  • Disabled unless user has an Availability, the Service Orders root node, or the Outside node selected in the navigation panel.
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Create Work Request... Add Work Request Dialog Yes
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Defer/Reschedule Selected Item(s)... Defer/Reschedule Work Item/Service Order Dialog Yes
  • Enabled if a single Work Item or Service Order is selected.
  • Enabled if multiple Work Items within same Contract/Work Package are selected.
    • All Work Items from a Work Package can be selected and deferred at the same time.
    • If an entire Work Package is being deferred, it must deferred into an availability.
    • If a Work Package is deferred, it does not get a status of deferred, the work Item status is where the status of deferred is more important. 
  • Disabled if a mix of Work Item(s) and/or Service Orders across various contracts are selected.
  • Disabled if more than one Service Order is selected.
  • Selection of a Work Package means that all associated Work Items are automatically selected.
  • Disabled if a Work item within a Service Order Group is selected.
  • Disabled if an Awarded Work Package is selected at the Work Package level.
    • Disabled for Work Items under an Awarded Work Package that don't have a CCO Credit or Partial Cancel against them.
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Import Specifications... Import Specification Yes
  • Disabled unless the user has a Work Package selected in the main grid for an Availability not in an Awarded status.
  • Admin users (System Administrators) will have the ability to access to the Import Specifications functionality.
  • Default users will not have the ability to access to the Import Specifications functionality.
Import Standard Items... Import Standard Template Items Dialog No
  • Disabled unless the user has a Work Package selected in the main grid for an Availability not in an Awarded status.
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Edit POAM... Edit Availability Dialog > POAM Tab No
  • Disabled unless user has the POAM Tab selected in the details panel and has a Milestone selected from the POAM grid.
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Remove Selected Item... Remove Item Dialog Yes
  • Disabled unless user has an Availability with no cost estimate associated with it or a Service Order selected in the main grid.
Restore Selected Item Restore Item Prompt Yes
  • Disabled unless user has an item that has already been removed selected.
  • Work Items/Service orders in the Greyed out state Cannot be Restored. 
Show Removed Items N/A No
  • Shows removed items in the main grid.
  • Not applicable for Deferred Work Items SOR.
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Manage OMT Manage OMT Dialog Yes
  • Allows users with CanManageOMT permission to add, edit or remove OMT personnel in an Availability.
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Show Flagged Items Only N/A No
  • Filters the grid to show only flagged items. Once all of the items have been reviewed, the "Show Flagged Items Only" filter can be unchecked to see all of the Availabilities items again.
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Export Grid Export Options Dialog No
Export All Specifications Export Options Dialog Yes
  • Disabled unless user has an Availability selected.
Export Work Package Export Options Dialog Yes
  • Disabled unless user has a Work Package selected in the main grid.
Export Service Order Export Options Dialog Yes
  • Disabled unless user has a Service Order selected in the main grid.
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Launch Peng... Peng Home Page Yes
  • Disabled unless user has a Work Item or Service Order selected in the main grid.

Historical Items

Menu Item Emerging Screen Available in Context Menu Notes
View Selected Items... View Work Item Dialog N/A
  • -
Create Work Request... Add Work Request Dialog Yes
Copy Work Item... Copy Work Item Dialog N/A
  • When a historical work item has a Work Item Library ID as NOT NULL then "Copy Work Item" will be disabled in the Actions / Context Menus.
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Save to Library... Save to Library Dialog N/A
  • Allows users to add items to the "My Items" and/or "Vessel" list in the Library Items sub-module.
  • When a historical work item has a Work Item Library ID as NOT NULL then "Save to my Items" and "Save to Vessel Items" will be disabled in the Actions / Context Menus.
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Launch PENG... Peng Home Page N/A
  • -
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Export Grid... Export Grid Dialog N/A


Library Items

Menu Item Emerging Screen Available in Context Menu Notes
View Selected Item... View Library Template Item Dialog Yes -
Edit Selected Item... Edit Library Template Item Dialog Yes Restricted to the Library Manager role
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Edit Specification... Edit Specification Dialog Yes -
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Add Library Item... Add Library Item Dialog No Restricted to the Library Manager role
Print Selected Item(s) Downloads Report No
  • Allows Multiple Library Items to be selected
  • Print Selected Items is Disabled when a TransAlt Item is selected
  • Report will be in a PDF Format with the title of Library Items Details Report
    • Each Library Item selected will start a new page in the report.
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Export Grid... Export Grid Dialog No Library Items Export Grid




VTL

VTL

Menu Item Emerging Screen Available in Context Menu Notes
Download Documents... Download Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
Upload Document Unknown Yes
  • Enabled for Library Worker
  • Enabled for Admin
Upload Multiple Documents Unknown Yes
  • Enabled for Normal user.
Delete Document Unknown Yes
  • Enabled for Library Worker
  • Enabled for Admin
Clone Current Document Clone Document Yes
  • Enabled for Library Worker
  • Enabled for Admin
Export Grid... Export Grid Dialog No
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
Submit Documents... Submit Documents Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
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Add to List... Add to List Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
Open Saved List Saved List Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
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Request a Document... Request a Document Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
Request Drawing #... Request a Drawing Number Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
Req Tech Manual #... Request a Tech Manual Number Dialog Yes
  • Enabled for Normal User
  • Enabled for Library Worker
  • Enabled for Admin
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Inbox: Doc Requests Document Requests Dialog Yes
  • Enabled for Admin.
Inbox: Doc Submittals Document Submittals Dialog Yes
  • Enabled for Admin.
Inbox: Drawing # Requests Drawing Number Requests Dialog Yes
  • Enabled for Admin.
Inbox: Tech Manual Requests Tech Manual # Requests Dialog Yes
  • Enabled for Admin.
Overdue # Requests Unknown Yes
  • Enabled for Library Worker
  • Enabled for Admin
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Vessel Management Unknown Yes
  • Enabled for Admin.
Document Location Ship Document Location Yes
  • Enabled for Library Worker
  • Enabled for Admin




Admin

Task Manager

Menu Item Emerging Screen Available in Context Menu Notes
Add Request... Create New Service Request Dialog N/A -
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Team Space Unknown N/A -
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Branch Profile Unknown N/A
  • Users that change to a new Branch will have their new office code displayed when voting in TransAlt-Ship or TransAlt-PM Details.
    • Votes prior to any Office Code changes, will retain the Legacy Office Code.
    • User votes made after an Office Code change, will display the new Office Code.
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Personal Profile Personal Profile Dialog N/A -
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Print Selected Item(s) N/A N/A
  • Downloads .docx file of selected item without further action.
  • Printed Reports follow this Header Title strategy: Modaltype_(ID#_XXXXXXXX)_Generaltitle
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Export Grid... Export Grid Dialog N/A Task Manager Export Grid


TransAlt-PM

Menu Item Emerging Screen Available in Context Menu Notes
Add T-Alt Request... Create Transalt Dialog Yes
  • Disabled whenever the user has "All Vessels" or PM node selected on the side navigation.
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Edit Selected Item... Edit Transalt Dialog Yes
  • -
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Add Service Request... Add Service Request Dialog No
  • -
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Launch PENG PENG Yes
  • -
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Export Grid... Export Grid Dialog No
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Print Selected Item(s) N/A Yes
  • Downloads a .docx of selected item without further action.

User Management

Menu Item Emerging Screen Available in Context Menu Notes
Add User... Needs further requirements definition Yes
  • No initial support. Development cycle TBD
Edit User... Edit User Dialog Yes
  • -
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Copy From... Copy From Dialog Yes
  • -
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Activate User N/A Yes
  • Needs further requirements definition
Deactivate User N/A Yes
  • Needs further requirements definition
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Unlock Account... Edit User - General Tab Yes Only Enabled when Account is Locked:
  • If the Account is Locked, then "Set to PKI Login" and "Set to Standard Login" shall be disabled.
  • If the Account is NOT Locked and the Login Type is PKI Login, then "Set to PKI Login" shall be disabled, and "Set to Standard Login" shall be enabled.
  • If the Account is NOT Locked and the Login Type is Standard Login, then "Set to Standard Login" shall be disabled, and "Set to PKI Login" shall be enabled.
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Set to PKI Login N/A Yes
  • If the Account is currently set to PKI Login and the account is not Locked, then "Set to PKI Login" shall be disabled.
  • If the Account is Locked, "Set to PKI Login" shall be disabled.
Set to Standard Login N/A Yes
  • If the Account is currently set to Standard Login and the account is not Locked, then "Set to Standard Login" shall be disabled.
  • If the Account is Locked, "Set to Standard Login" shall be disabled.
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Export Grid... N/A No
Export User Role List... Export User Role List Dialog N/A


Role Management

Menu Item ! Emerging Screen ! Available in Context Menu Notes
Add Role... Add Role Dialog N/A
  • -
Duplicate Role... Duplicate Role Dialog N/A
  • Disabled unless user has selected a Role group in the main grid.
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Export Grid... Export Grid Dialog N/A
Export User Role List... Export User Role List Dialog N/A


Feedback Management

Menu Item Emerging Screen Available in Context Menu Notes
Create Proposal... Create Proposal Dialog Yes
  • This option will be hidden until the MML Sub-Module is in place.
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Add Feedback Request... Create Feedback Dialog No
  • -
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Add Service Order... Create Service Order Dialog Yes
  • Opens the create Service Order dialog with some fields auto-populated based on the item selected in the main grid.
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Edit Selected Item... Edit Feedback Dialog Yes
  • This option will be disabled when multiple items are selected.
  • When a Bundled Feedback is selected, everything in the details screen will be disabled, except for what is available in the Quick Edit Panel.
View Selected Item... View Feedback Dialog Yes
  • This option will be disabled when multiple items are selected.
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Bundle Feedback(s) Bundle Feedback(s) Dialog Yes
  • This option allows users to bundle multiple feedbacks into a group.
  • Allows selecting two or more items not already in a bundle.
  • Allows selections of one or more items within a bundle and one or more items that are not within a bundle.</li
  • Option does not function when selected items are in different Bundles
  • NOTE: This is temporary until "Create Proposal" is implemented in the new/SAMM version of MML.
  • Items with the status of MSC Approved, Implemented, and No Changes Required can not be Bundled and this option will display as disabled.
Edit Feedback Bundle Edit Feedback Bundle Modal Yes
  • This option allows users to edit a bundle's title and the option to unbundle the bundle.
  • Unbundle button is disabled when multiple Feedback Bundles are selected or the Feedback Bundle has a status of MSC Approved, Implemented, and No Changes Required
Unbundle Feedbacks Unbundle Selected Feedback(s) Dialog Yes
  • This option allows users to remove feedbacks from a parent bundle.
  • NOTE: This is temporary until "Create Proposal" is implemented in the new/SAMM version of MML.
  • Selecting this option with the last item in a bundle selected will remove the bundle from view.
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Move Selected Feedback(s) Move Selected Feedback(s) Dialog Yes
  • This option allows users to move feedbacks between different available bundles.
  • Only enabled when feedbacks are in existing bundles
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Print Selected Item(s) NA Yes
  • Generates the Feedback Report
  • If multiple rows are selected in the Main Grid, a download is generated with each selected row's Feedback Reports appended together based on Origination Date from newest to oldest.
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Export Grid... Export Grid Dialog No

Order Management

Menu Item Emerging Screen Available in Context Menu Notes
Approve Approval Confirmation Yes
  • Approve action is expected to act identical to how a CanOrderPaint role user uses the Order button in the Order Parts modal:
It approves the entire order, just a different method of doing the same thing.
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Deny Denial Confirmation Yes
  • Deny action is expected to act identical to how a CanOrderPaint role user uses the Deny button in the Order Parts modal:
It denies the entire order, just a different method of doing the same thing.
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Add items to Order Search Parts Dialog Yes --
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Edit Order Order Parts Dialog Yes
  • Dialog will default to being focused on the selected order
  • Will not support multi select
  • Admin will remove parts from the order from the Order Parts dialog
View Order Order Parts Dialog Yes
  • Dialog will default to being focused on the selected order
  • Dialog will be Read-only
  • Will not support multi select
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Print Selected Items Report Preview Dialog Yes
  • Report is currently not implemented/designed
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Export Grid... Export Grid Dialog No --

SIP

Mockup Menu Item Emerging Screen Available in Context Menu Notes
SIP-Inspection Planning-Actions Menu.png View Selected Item View Inspection Plan Dialog Yes
  • Enabled when Inspection is Selected on Main Grid
  • Disabled when Vessel is Selected on Main Grid
  • Disabled when Procedure is Selected on Main Grid
  • Disabled when Asset is Selected on Main Grid
Edit Selected Item... Edit Inspection Plan Dialog Yes
  • Enabled when Inspection is Selected on Main Grid
  • Disabled when Vessel is Selected on Main Grid
  • Disabled when Procedure is Selected on Main Grid
  • Disabled when Asset is Selected on Main Grid
Add Inspection Plan... Add Inspection Plan Dialog Yes
Create Inspection Plan from Template... Add Inspection Plan Dialog Yes Disabled unless a Template is currently selected in the main grid.
Validated Inspection... Inspection Validation Dialogs (Multiple Outcomes) Yes Disabled unless an Inspection is in Draft Status
Submit Inspection... Submit Inspection Confirmation Dialog Yes Disabled unless an Inspection is in Draft Status
Approve Inspection... Approve Inspection Confirmation Dialog Yes
  • Disabled unless an Inspection is in Submitted Status
  • Permission Based
Complete Inspection...
OR Uncomplete Inspection...
Complete Inspection Dialog
Uncomplete Inspection Dialog
Yes
  • Permission Based: Must have Approve permission from ECO.ApplicationsPermissions
  • Only enabled for inspections with the Status of In Progress
  • Once an inspection is Complete, this option shall display as "Uncomplete Inspection..."
Publish Inspection... Publish Inspection Confirmation Dialog Yes
  • Enabled if the user has CanPublish permission which shall have the following specifications:
    • This permission allows the user to finalize the inspection as defined by business rules below.
    • When executed, this takes all the inspection deficiencies and creates Work Requests in SAMM using the existing TSU.
    • Permission level 3.
  • Advances Inspection Status from In Process to Complete.
  • Sequences, Deficiencies, and Inspection Details modal shall become View Only for all users
  • A TSU shall create Work Requests within SAMM for each deficiency when:
    • Complete is true.
    • Reviewed and Locked is true.
    • Approved Deficiency is true.
Site Inspection Configuration... Site Inspection Configuration Dialog Yes Available on the site’s grid row in the main grid
Execute Procedure Procedure Execution (New Tab) Yes
  • Available when Procedure status is "In Progress"
  • Available when Procedure Status is "Complete"
Print Selected Item(s) - Yes



SMS

Findings

Menu Item Emerging Screen Available in Context Menu Notes
View Selected Item View SMS Finding Dialog Yes -
Edit Selected Item... Edit SMS Finding Dialog Yes -
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Add Finding... Add SMS Finding Dialog Yes -
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Print Selected Item(s) Finding Report Dialog Yes -
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Export Grid... Export Grid Dialog No SMS Findings Export Grid




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