A vessel can declare which documents it is expected to hold. Any required document with nothing uploaded against it shows up as missing, so nobody has to remember what is still outstanding.
Setting up what the vessel needs
Configure required documents in Vessel Settings → Vessel Documents:
- Pick a category on the left.
- Use Add New to open Assign Required Documents.
- Tick the documents this vessel needs and press Save.
The list offers the documents in your company's database whose category has the same name as the one you picked. It has a search box, and it leaves out documents already assigned to the category. If a category's name matches no category in the database, there is nothing to choose from.
Each assigned entry appears in the table with a Status of Enabled or Disabled. The switch in the Actions column turns an entry off without removing it, which is useful when a requirement does not apply to this vessel for now. The delete action removes the entry altogether.
To work here you need permission to edit vessel settings. The Add New button and the Actions column also need edit permission on the category you are working in.
The company database
Company users maintain the list of documents to choose from under Database → Vessel Documents. It is shared by the whole fleet:
- Add Document creates an entry with a Document Name and a Category. You can pick an existing category or type a new one.
- Entries can be edited and deleted from the table.
New companies start with a ready-made list of common yacht documents. An entry that a vessel profile still uses cannot be deleted until it is removed from that profile.
Vessel profiles
When a vessel is created from a vessel profile, the profile's required documents are copied onto the new vessel. Each one lands in every category on that vessel with the matching name. If no category matches, Nauticare creates one. Changing the profile later does not affect vessels already created from it.
How documents match requirements
A non-archived document satisfies an enabled requirement when it is in the same category and has the same name (ignoring letter case and leading or trailing spaces). When you add or edit a document in a category that has requirements configured, the Name field suggests those required document names—listing missing requirements first—so you can pick one directly.
The Missing tab
In Documents, the Missing tab lists the enabled requirements that have no non-archived document uploaded against them yet. Each row shows the requirement's name with Missing underneath. The row's Add New action opens the upload modal with the name and category already filled in and locked, so the document you upload satisfies that requirement automatically.
Once a document is uploaded for a requirement, that requirement leaves the Missing tab—even if the document later expires (an expired document appears under Expired instead).
On the Overview page the tab covers every category you may view. Inside a category it covers only that category.
The Required column
In the normal document list, the Required column shows a tick for documents that satisfy an enabled requirement and a minus for the rest. The filter panel lets you show only Required or only Not Required documents.
A requirement belongs to one category. If you move a document to a different category or change its name so it no longer matches, it stops satisfying the requirement, and the requirement shows as missing again.