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Nauticare

Finding forms and submissions

How to navigate Operations, read the Overview and category pages, and use the All, Open, Closed, Missing and Awaiting Signature tabs.

  • Management
  • Captain & crew

Where to look

Open the vessel and expand Operations in the left-hand menu. Under it you will see Overview followed by one entry per Operations category your company has set up. The number next to a category is how many submissions it holds.

  • Operations → Overview shows every Operations submission on the vessel, from every category.
  • Operations → (a category) shows only that category's submissions.

A category only appears in the menu once it either has a form template assigned to this vessel or already holds submissions, and only if you are allowed to view it.

The category page

The page is titled with the category's name. At the top is an Open card for each form template available in this category on this vessel, showing how many of that template's submissions are still open — yellow while any are open, green when none are.

Below the cards is the submission list, with tabs across the top:

  • All — every submission in the category.
  • Open — submissions still being worked on.
  • Closed — finished submissions.
  • Missing — required forms that have not been filled in. See Missing forms and how they are worked out.
  • Awaiting Signature — open submissions that still have a restricted signature field waiting to be signed. See Signing a form.

The counter on the left tells you how many rows the current tab holds. Search by name filters the list — on the submission tabs it matches the submission's name, and on the Missing tab it matches the form's name.

The Overview page

Operations → Overview is titled Overview and has the same five tabs and search, but across every Operations category at once. It has no template cards and no Add button — to start a new submission, go to the category. Because it mixes categories, the table has an extra Category column so you can tell where each submission belongs.

Overview only ever shows you categories you have permission to view.

Reading the submission list

Each row is one submission:

  • Name — the name whoever created it gave it.
  • Type — the form template it was made from.
  • Last edited by — the person who last changed it.
  • Last edited and Created — the dates.
  • Status — Open or Closed.

Click a row to open the submission. The Actions column offers the actions you personally are allowed to perform on that row — View or Edit, Close, Download PDF on closed submissions, and Delete.

The columns button at the foot of the table (tooltip Show or hide columns) lets you hide columns you don't need. Name and Status always stay visible, and your choice is remembered in your browser.