Maintenance → Overview holds the yacht's machinery register. It is a two-level idea: equipment are folders that group things, and components are the individual pieces of machinery inside them.
If you may also view maintenance tasks, the page opens with a Maintenance Overview card of four counters — Critical Tasks, Upcoming Tasks, Overdue Tasks and Open Tasks — each of which links to the matching task list.
Tree view and table view
A toggle on the right of the action row switches between Tree and Table.
- Tree shows the nested equipment structure in a resizable sidebar, with components as leaves. Selecting a component opens it in place, next to the tree. Critical components are marked with a Critical chip. The tree has its own search box matching name and part number/model, and buttons to hide the tree and to expand or collapse it all at once. Selecting a folder shows its contents as cards: an equipment card carries the open-task count for everything beneath it (and calls out how many are overdue), and a component card its image, criticality chip, hours and open/overdue task counts. Where the tree is empty it says There is no item here yet!
- Table lists all active components flat, with columns for Component Name, Equipment, Tags, Hours, Open Tasks — which counts the component's open maintenance tasks and calls out how many of them are overdue — and Critical, which shows either a Critical or a Non-critical chip. A Columns control lets you hide columns you do not need. Row actions are View Details, Edit, Archive and Delete, and clicking anywhere on a row opens the component.
The choice is remembered between visits, and the tree opens first by default.
Adding equipment and components
You need maintenance edit permission for any of this.
- Add System (top of the tree) creates a new top-level equipment folder. A top-level system can optionally be assigned to a Department, which is what the department filter later matches on.
- Inside a selected equipment, Add Component opens the new-component form and Add Equipment creates a child folder. On a phone the two sit together under a single Add menu, as Component and Equipment. Child equipment does not carry its own department — moving a system under a parent clears the department it had.
- In the tree, each folder also offers add, edit and delete actions directly on the row, and each equipment card offers Edit and Duplicate.
- Editing an equipment opens Edit System or Edit Equipment, where besides the name (and Department for a top-level system) there is a Parent equipment field with its own Change picker — so a folder can be re-parented, or promoted back to the root, without dragging anything.
Equipment and components can also be re-arranged by dragging them in the tree: dropping a component onto a folder moves it into that folder, and dropping it onto another component in the same folder reorders it. Dropping a component onto a component in a different folder does nothing — drop it on the folder itself instead. Dragging, the row actions and Add System all disappear while a search or any filter is active, because you would only be re-arranging a partial view.
The component form
Creating or editing a component asks for:
- Name (required) and a Critical Component checkbox.
- Equipment — shown when editing, with a Change button that opens an equipment picker.
- Hours — a switch that turns running-hours tracking on, then a choice between Own hours (the component keeps its own counter) and Linked to component (it reads another component's counter). See the Component Hours article for the details.
- Description (a rich-text editor), Manufacturer, Serial Number, Part Number/Model and Tags.
- Power with a Unit of kW or HP, Manufacturing Year and Location.
- An image, via Upload Image.
Manufacturer, location and tag boxes suggest values already used elsewhere on the yacht, so the lists stay tidy, but you can always type a new one. The form saves with Add when creating and Save when editing, and warns you before you leave with unsaved changes.
Duplicating
A component is copied with Duplicate on its detail view, or with the copy icon on its card in the tree. Duplicate on an equipment card copies that whole subtree — the folder, its subfolders and every component inside. Both ask for a Name, pre-filled with the original plus (Copy), and offer three checkboxes: link all manuals to the new component, copy all task schedules, and link all inventory items (the last only if you may edit inventory). All three start ticked. Tasks are never copied, and a copied top-level system does not carry the department of the original.
Filtering
The Filter button opens a panel shared by the maintenance pages. It offers a Critical status choice of All, Critical or Non-Critical, and searchable checkbox columns for Department, Location, Manufacturer and Tags. Location, manufacturer and tags are built from the values actually in use on this yacht; Department lists the yacht's departments plus a No Department option. A second search box inside the panel narrows the checkbox options themselves, which helps on a yacht with long lists.
In table view on a desktop the panel also carries a search box matching name and part number/model — in tree view that search sits above the tree instead, and on a phone it moves into the action row. The button shows how many filters are active, and the panel has a reset control.
Filters prune the tree as well as the table: an equipment branch with no matching component inside it is hidden.
Import and export
Export downloads the active machinery register as an Excel spreadsheet
(components-export.xlsx), laid out in the same format the importer expects, so an export can be
edited and re-imported. Spreadsheet programs such as Excel can also save or convert the file to
CSV if another tool needs it.
Bulk Import is offered only while the yacht has no active equipment and no active components at all — it is a way to get started, not a way to merge into an existing tree, and the page says so. Use Download template to get the spreadsheet layout, fill it in, then upload it. Nauticare validates the file first and shows you the parsed rows, flagging any issues; a Show issues checkbox narrows the preview to just the problem rows. If any row has an issue, Confirm stays disabled — correct the file and upload it again. The template carries four levels of equipment nesting and up to a thousand rows; anything deeper in an export is flattened into the last level so the file stays re-importable.
Each row needs at least a first-level equipment name and a component name, the equipment levels must be filled in without gaps, and a component whose hours are linked must name another component from the same file.
Archiving and deleting
When a piece of machinery is decommissioned or replaced but already has maintenance history you want to keep, archive it rather than deleting it.
- Archive (requires maintenance edit permission) is available from a component's detail view or its row in the table view. An archived component disappears from the active tree and table, from the Component Hours page, and from spreadsheet exports. Its schedules stop raising new tasks and drop out of Upcoming Tasks, and any open tasks on it are hidden from the boat-wide task lists and counts (while its completed tasks remain in History). You cannot archive a component while other active components link their running hours from it — reassign their hours first.
- On Maintenance → Overview, the Show archived button (the archive icon in the action row) switches to the Archived components list, where you can search by name or part number, open an archived component read-only, Restore it to the active register (with maintenance edit permission), or Delete it if it has no history. Clicking Show active returns to the active register.
Deleting is a separate permission from editing, and is meant for records created by mistake:
- Equipment can only be deleted when it has no child equipment and no active components. The delete action is disabled with an explanation until that is true. If archived components still reference the folder, the confirmation dialog notes how many archived components will be moved to no equipment.
- A component cannot be deleted while it has any tasks (including archived tasks) or task schedules — its Delete action is disabled and says Has maintenance history — archive it instead. An open Permit to Work on the component, manuals still linked to it, or other components drawing their running hours from it also block deletion and are reported when you confirm. Deleting a component permanently removes its record, its hours counter and its full hours history.
On a yacht running the on-board app, every changing action above is made aboard and those buttons are absent in the cloud. Browsing the tree, viewing archived components, opening a component and Export still work — see Who Can See and Change Maintenance.