Database → Vessel Documents holds the master list of documents and certificates a yacht can be required to hold. Like the crew document catalogue, it is a vocabulary rather than a set of obligations — nothing is required of any yacht until somebody assigns it there.
This entry appears only if your subscription includes vessel documents, vessel certificates or the full ISM module. A new company starts with a ready-made list of common entries, which you can edit, extend or delete.
The list
The page shows a Documents count, a search box and a table with the Document Name, its Category and the row actions. Search matches both the name and the category.
Adding and editing an entry
Click Add Document. The window asks for:
- Document Name — required.
- Category — required. Pick a category already used in the catalogue, or type a new one.
Edit reopens the same window on an existing entry and lets you change either field. Save with Save.
How a yacht uses the catalogue
Required documents reach a yacht in two ways:
- Directly — in Vessel Settings → Vessel Documents, selecting a category and clicking Add New opens Assign Required Documents. It lists the catalogue entries whose category is spelled exactly like the yacht's category, minus the ones already required in that category. Tick the ones you want and save.
- Through a vessel profile — when a yacht is created with a profile, the entries ticked in that profile become requirements on the new yacht. Here the category is matched ignoring capitalisation; an entry lands in every section of the yacht that has a category of that name, and a category the yacht lacks is created for it. See Vessel Profiles.
The yacht's requirement stores the document's name, so:
- Renaming an entry here does not rename requirements already created on a yacht. Only requirements assigned after the rename use the new name.
- Deleting an entry here takes it out of the pick list. Requirements already assigned on any yacht — and the documents filed against them — are untouched.
Deleting an entry
Delete asks for confirmation and is refused while a vessel profile still includes the entry; the message names the profiles. Untick it in those profiles under Database → Vessel Profiles first. Renaming is always allowed — profiles follow the entry, not its name.
Who can change it
Reading the catalogue is open to company and vessel accounts. Adding, editing and deleting entries requires a Management Admin or Management User account; a Management Viewer sees the same buttons, but saving or deleting is refused.