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Nauticare

Crew forms

Filling in the forms assigned to each crew member, spotting missing ones, and reading the vessel-wide Crew Forms overview.

  • Management
  • Captain & crew

Crew forms are the forms a person fills in about themselves — the questionnaires, declarations and checklists your vessel requires from each crew member. They are grouped into categories your company defines, and each category appears as its own tab on a crew member's record.

Crew forms are part of the vessel's ISM features. If they are not enabled for your vessel, none of this appears.

Your own forms

Open Account from your profile picture. Every crew form category that applies to your vessel appears as a tab, named after the category. Each tab splits your forms into three:

  • Open — started and still editable.
  • Closed — finished and locked.
  • Missing — forms you are expected to fill in but have not started. Each row has an Add button that opens a blank form.

A red count on the tab tells you how many forms are missing.

You never need a permission to view, start or edit your own crew forms. Two things do need permission even on your own forms: closing a form, and editing one after it has been closed.

When a form has a signature field and you press Sign, saving or creating the form opens Confirm your signature and asks for your Nauticare account password before the signature is recorded (Sign and save). It is asked every time you add a signature, and a wrong password saves nothing. Clearing a signature does not ask for a password.

A colleague's forms

The same category tabs appear on a crew member's record. A tab is shown when you hold Other Crew's Forms → View for that category; the count on the tab is that member's missing forms.

Within a category, Edit lets you fill in and change their forms, Close form lets you finish one off, Edit closed forms lets you edit a closed one, and Delete removes a submission. Closed forms also offer Download PDF on the row.

The Crew Forms overview

Crew → Crew Forms shows every crew form on the vessel in one table, titled Crew Forms. It appears when you can view at least one crew form category.

Five tabs filter the list:

  • All — every submission.
  • Open — submissions still open.
  • Closed — submissions finished.
  • Missing — obligations nobody has met yet.
  • Awaiting Signature — submissions waiting on a signature.

The submissions table shows #, Name, Type, Category, Crew member, Last edited by, Last edited, Created, Status and Actions. The Missing view swaps to a different table with #, Name, Status (Missing or Due by <date>), Required from and Actions: the Required from column names the specific person and rank the form is missing from, or reads Any crew member with the ranks it applies to when only one submission is needed for the whole vessel. Each row has an Add button that opens the form ready to fill in.

There is a Search by name box on the right of the action row. The columns icon (Show or hide columns) lets you hide columns you do not need; the choice is remembered in your browser. Name and Status always stay visible.

Missing forms and alerts

A form template becomes an obligation when it is assigned to the vessel and set to be required. There are two shapes of obligation:

  • one submission from each crew member of the relevant ranks — these appear on each person's record and in their alerts;
  • one submission from any crew member of the relevant ranks — these appear only in the vessel-wide Missing view.

Per-member missing forms show up in three places: as part of the alert chip on the crew list, as a red count on the category tab of the person's record, and on your own notifications and alerts page as Missing <category name>.

Filling in a form

Choosing Add on a missing row opens New Form Submission with Cancel and Create buttons. Opening an existing submission opens Edit Form Submission with Cancel, Save, Close (when open and you hold Close form), Download PDF and a History log of changes at the bottom. When you save or cancel you are returned to wherever you started — the crew member's record, your Account page, or the Crew Forms overview.

Form categories and templates themselves are set up in Database → Form Templates and configured per vessel under Vessel Settings → Controlled Documents → Forms; they vary from company to company.