Starting a new submission
Go to Operations → (the category you need) and press Add. The button appears on the submission tabs when you have Edit rights for that category.
A New form window opens listing every form template that is available to this vessel in that category. Use Search by name... to narrow the list, then press Use on the template you want.
If the window says no form templates are assigned to this vessel for this category, nobody has made a template available yet — see Making form templates available on a vessel.
Filling it in
You land on the New Form Submission page.
- Form Submission Name is required. Give the record a name or number that will make it easy to find later — this is what shows in the list and what the search box matches.
- Below it, the form itself appears exactly as the template defines it. Fill in the fields; see Filling in form fields for how the different field types behave.
Press Create to save the submission, or Cancel to leave without saving. After you press Create you are returned to the category page, and the new submission appears in the list with the status Open.
If a required field is empty or a value is invalid, Create will not go through — the offending fields are marked with an error message telling you what is wrong.
Creating a form that is flagged as missing
On the Missing tab, each row has an Add button in its Actions column. Pressing it takes you straight to the New Form Submission page for the right template, so you do not have to look the template up yourself.
When the missing row is for a named crew member, the submission is created for that person. That matters for signature fields that only the crew member the form was created for may sign.
What the app records
A submission keeps a copy of the form as it was published at the moment you created it. If your company later publishes a new version of the template, submissions you already created are untouched and keep showing the wording they were filled in against.
Only templates that have a published version and are still active can be used to create a submission.