Vessel Settings → Controlled Documents decides which of the company's form templates and controlled documents this yacht uses, and is where you open their required action policies. The tab appears on yachts whose licence includes ISM, and has two sub-tabs: Forms and Documents.
A new yacht starts with the form templates, controlled documents and policies of the vessel profile chosen when it was added (see Database → Vessel Profiles). A yacht added without a vessel profile starts with none assigned.
Forms (Controlled Documents → Forms)
The Forms sub-tab opens on the three form families: Crew, SMS and Operations. Each card shows how many published, unarchived templates that family contains and how many are assigned to this yacht. Click through the categories to reach the templates.
Every template row has:
- Form Template: the template name.
- Required Action Policies: for assigned templates, how many policies it has on this yacht, or No policies.
- Assigned?: a switch that assigns or unassigns the template as soon as you flip it.
- Actions: Manage policies on assigned templates (clicking an assigned row also opens its policies).
Only Management Admins and Management Users can flip the Assigned? switches. A Management Viewer sees the templates and switches read-only. The Captain, crew and Viewers see the categories, and can open policies only for templates already assigned to the yacht.
Unassigning a template keeps its required action policies; they stop counting while the template is unassigned and apply again if you assign it back.
Documents (Controlled Documents → Documents)
The Documents sub-tab decides which of the company's published, unarchived controlled documents apply to this yacht.
Pick a category in the tree on the left (under Procedures, Policies, Manuals, Plans and Other) to list its published documents on the right:
- Name: the document name.
- Required Reading: for assigned documents, how many reading policies it has on this yacht, or No policies.
- Assigned?: a switch that assigns or unassigns the document immediately. Only Management Admins and Management Users with Vessel Settings → Edit can move the switch.
- Actions: Manage policies on assigned documents, which opens the document's required reading policies.
See Required Action Policies in this section for how form and reading policies work. For building form templates and controlled documents, see Database. For filling in forms and reading controlled documents on board, see the Operations, SMS and Crew sections.