Operations
The day-to-day operational forms your crew fill in on board — where to find them, how to create a submission and how submissions are reviewed and closed.
- Management
- Captain & crew
Operations is where the vessel's day-to-day operational forms live. Anything your crew fills in during normal running of the yacht — checks, logs, records and reports — is created here, saved here and stays here as a searchable history.
Safety-management forms are handled separately, in the SMS section.
How Operations is organised
Operations appears in the vessel's left-hand menu when the vessel's subscription includes the ISM (All Forms, SMS Module) module and there is at least one Operations form category you are allowed to view that has a template assigned to the vessel or already holds submissions.
Under Operations you will find:
- Overview — every Operations submission across all Operations categories in one list.
- One entry per Operations category — the categories themselves are defined by your company, so what you see depends on how your company has set the app up. A category shows in the menu once it has a form template assigned to the vessel or already holds submissions.
Each Operations category can hold one or more form templates. A template is the blank form; a submission is one filled-in copy of it.
The life of a submission
- Someone with edit rights picks a template and creates a submission. It starts Open.
- Anyone with edit rights can keep working on it — saving as often as they like — until it is complete.
- Where the form asks for signatures, the people the template names sign their fields.
- When the record is finished, someone with the right permission closes it. Closed submissions are the finished record.
- Every submission, open or closed, stays in the list until someone deletes it, and can be downloaded as a PDF.
Articles in this section
- Finding forms and submissions
- Creating a form submission
- Filling in form fields
- Signing a form
- Saving, closing and deleting a submission
- Missing forms and how they are worked out
- PDF copies and the history log
- Who can see and do what in Operations
- Making form templates available on a vessel
Articles in Operations
- Creating a form submissionStart a new Operations record by picking a form template, naming the submission and pressing Create.
- Filling in form fieldsThe kinds of field an Operations form can contain, which ones are required, and which fill themselves in from the vessel's details.
- Finding forms and submissionsHow to navigate Operations, read the Overview and category pages, and use the All, Open, Closed, Missing and Awaiting Signature tabs.
- Making form templates available on a vesselHow form templates reach a vessel through Vessel Settings, and how required action policies decide which of them are compulsory.
- Missing forms and how they are worked outWhat the Missing tab lists, how required action policies decide that a form is overdue, and how to clear a missing entry.
- PDF copies and the history logHow to download a submission as a PDF and how to read the record of who created, edited and closed it.
- Saving, closing and deleting a submissionHow to go back into a submission and keep working on it, what closing does and why it cannot be undone, and what happens when a submission is deleted.
- Signing a formHow signature fields work, who is allowed to sign them, and what the Awaiting Signature tab is telling you.
- Who can see and do what in OperationsHow Operations access is granted per form category, and what each of the five form permissions allows.