A message can carry a link to a record elsewhere in the app. It appears as a card that others can click to open the record itself.
Adding a link
- Click + (Attach) beside the message box.
- Choose one of the link options. Each appears only when the yacht has the module it needs:
| Option | Links to | Needs the module |
|---|---|---|
| Link a task | An open task — general or maintenance | Tasks or Maintenance |
| Link a component | A non-archived machinery component | Maintenance |
| Link a form | A submitted form | ISM (All Forms, SMS Module) |
| Link a document | A non-archived certificate, document or SMS document | Vessel's Certificates, Vessel's Documents or ISM (All Forms, SMS Module) |
| Link a controlled document | A controlled document | ISM (All Forms, SMS Module) |
| Link an inventory item | A non-archived inventory item | Inventory |
- In the picker, type in Search... to narrow the list. Records are listed with the most recently updated first, loading more automatically as you scroll down, or Nothing found when nothing matches.
- Click a record. It is added as a chip above the message box; remove it with its ×.
- Send. You can add several links, together with text or files, up to ten attachments and links per message.
The picker only lists what you yourself could see on that module's own page. When the yacht has only one of Tasks or Maintenance, only that kind of task is offered; likewise a document link only offers the kinds of document the yacht is licensed for.
What the card shows
A small label says what the record is — Task, Component, Form, Inventory, Certificate, Document, SMS document or Controlled document — followed by its name and one extra detail:
- a task's due date;
- a component's or inventory item's part number (PN:);
- the date a form was filled in;
- a document's expiry date (Exp.), or its number if it has no expiry;
- when a controlled document was last updated (Updated …), plus a lock icon (Password protected) if opening it requires a password.
Where a card opens
| Card | Opens |
|---|---|
| General task | Tasks, with the task open |
| Maintenance task | Maintenance, in the open list — or in history once it is completed — with the task open |
| Component | The component's page in Maintenance |
| Inventory item | The item in its Inventory category |
| Form | The submitted form, in SMS, Operations or Crew → Crew Forms according to its kind |
| Certificate, document, SMS document | The document's page in Certificates, Documents or SMS |
| Controlled document | The controlled document's page in SMS |
A card is live, not a copy: it always shows the record's current name and details. Each person sees it according to their own access, so the same card can open for one reader and be locked for another — see When a linked card is locked or missing.