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Nauticare

Permissions and ISM Module Access

How the ISM module licence, vessel View and Edit permissions, and company vs on-board roles control access to Risk Assessments and Permits to Work.

  • Management
  • Captain & crew

Access to Risk Manager depends on three things: whether you are using the cloud app, whether the yacht has the ISM module in its subscription, and your role and vessel permissions.

Cloud-only availability

Risk Manager (Risk Assessments and Permits to Work) and its company setup pages (Database → Risk Lists and Database → Permit to Work Types) exist only in Nauticare Cloud. They do not appear in the on-board local app.

Full ISM module and read-only access without ISM

Creating and editing risk assessments, issuing permits to work, and maintaining Risk Lists and Permit to Work Types require the ISM module:

  • With the ISM module active on the yacht: both Risk Manager → Risk Assessments and Risk Manager → Permits to Work appear in the vessel sidebar for everyone with the corresponding View permission, and all writing, signing, reviewing and permit actions are enabled according to user roles and permissions.
  • Without the ISM module on the yacht:
    • A register is hidden if the yacht has no records in it.
    • Existing records stay readable: if the yacht already has risk assessments or non-draft permits to work (for example, after a subscription downgrade), that register remains visible in the sidebar so crew, management and auditors can view and download PDFs of past records.
    • Finishing open work without ISM: even without an active ISM licence, stranded risk assessment drafts and permit drafts can still be discarded, and open permits to work can still have briefings confirmed and be Handed back, Closed or Withdrawn so no job or machinery component is left stuck. Starting new risk assessments or permits, saving drafts, signing, reviewing, requesting authorisation, authorising, accepting and extending require the ISM module.

Vessel permissions

In a crew member's permissions on a yacht, Risk Manager and Permits to work are configured as two separate permission groups, each with View and Edit:

Risk Manager (Risk Assessments)

Permission / Role What the user can do
Risk Manager: View (or Captain, Boat Viewer, Company Admin, Company User, Company Viewer) Open Risk Manager → Risk Assessments, view all active, archived and superseded revisions, and click Download PDF.
Risk Manager: Edit (Captain always has this; grantable to Crew; held by Company Admin and Company User) Create, edit, save and discard drafts, Sign revisions, Revise, Duplicate, Archive and Unarchive risk assessments (when the yacht has the ISM module).
On-board Captain or Crew with Risk Manager: Edit Record a periodic on-board Review (No changes required or Changes required). Office users do not record the vessel's periodic review.
Company Admin or Company User Record a Company review on the active revision: Confirm review, Send back or Withdraw.

Permits to work

Work on board is authorised and carried out on board — office users view permits only:

Permission / Role What the user can do
Permits to work: View (or Captain, Boat Viewer, Company Admin, Company User, Company Viewer) Open Risk Manager → Permits to Work, view any permit and its checklists, signatures and history, see open permit notices on machinery components, and click Download PDF.
On-board Captain or Crew with Permits to work: Edit Create, edit and discard permit drafts, Request authorisation, be named as Permit holder (to Accept permit and Hand back permit), and — if they are the Captain or hold a crew rank allowed by every chosen work type — be named as Authorising officer and Authorise permit, Extend permit, Close permit or Withdraw permit.
Crew named on a permit (Holder, Officer or Work party) Open that specific permit, Download PDF, and (for work-party crew) click I've been briefed and understand the precautions, even if they do not hold Permits to work: View or Edit.
Company Admin, Company User, Company Viewer and Boat Viewer Read-only access to permits to work (view the register, open permits and download PDFs). Office users and Boat Viewers cannot create, edit, authorise, accept, extend, hand back, close or withdraw permits.

Cross-feature permissions in the Permit to Work wizard

When editing a permit to work draft on the Scope step:

  • Selecting or changing the Risk assessment requires Risk Manager: View permission.
  • Selecting or changing the optional Component requires Maintenance: View permission.