Pools Concept for Users
Pools control which applications, vessels, companies, and proposal actions are visible to each back-office user.
A pool is a visibility and access group. Your manager or administrator assigns you permissions for specific pools. Those permissions decide which records you can see and which actions you can perform.
Office Pools
Office pools are used by the back-office team to organize applications. On an application page, the pools toolbar can show office pools linked manually to the application. If you have the right permissions, you can use the pencil button to edit manual application-pool links.
Office pool levels are named Office, Division, and Team.
Client Pools
Client pools represent customer-facing targets such as companies, vessel groups, or vessels. Client pool links are created by workflows such as Recruitment Propose and assignments. They are not added manually from the application pools dialog.
Client pool levels are named Company, Vessel Group, and Vessel.
Pool Names and Full Paths
Pool names and keys can repeat in different branches of the pool tree. For example, two different companies can each have a vessel pool with the same short vessel key. Crewlap treats them as different pools because each one has a full path through the tree.
In compact places, such as pool chips or proposal tables, Crewlap may show only the last pool name or key. Hover over the pool when you need to see the full path. The full path tells you which company, vessel group, office, division, or team the pool belongs to.
Manual, Proposal, and Assignment Links
The pools toolbar can include pools from several sources:
manual office-pool links created from the application pools dialog;
recruitment proposal links created from Recruitment Propose;
assignment-related links created by assignment workflows.
When a seafarer has an active assignment, the application is automatically linked to the assigned vessel pool. A finished assignment can keep that link only when it ended as Available for same client only and its assignment pool deadline is still in the future. The application pools dialog edits only manual office-pool links. Proposal and assignment links are changed by their own workflows.
If an older client pool link is still shown as a selected manual link, you can clear it and save. After it is removed, it is managed only by the client workflows again.
Source | How it appears on the application | How it is changed |
|---|---|---|
Manual office link | A normal pool chip in the pools toolbar. | Use the pencil button and save the application pools dialog. |
Recruitment proposal | A muted proposed pool chip while the proposal is active. | Use Recruitment Propose or the proposal review workflow. |
Assignment | A normal pool chip for the assigned vessel pool while the assignment is active or retained by a future same-client deadline. | Create, update, or finish the assignment in the assignment workflow. |
The same pool can be visible to different users in different ways depending on their permissions. If you can see an application but cannot see one of its pools, Crewlap hides that pool instead of showing information you are not allowed to access.
Why Pool Lists Can Differ
You may see a different set of pools than another user because Crewlap checks:
your active organization;
your group membership;
your permission grants;
the pool where the application or client target belongs.
If a pool or proposal target is missing, check that you are working in the correct organization and that your permissions include the required pool access.