Run a Crew Mandatory Document Audit

This compliance report is available to Sub-Account users and provides an overview of every crew member's mandatory document status across a vessel. It identifies documents that are missing, expired, or unverified, helping ensure compliance and timely follow-up.

1. Click Modules icon and select Documents.



2. Under Reports in the blue ribbon, select the System Reports tab. Then, choose Crew Mandatory Document Audit.



3. Clicking the Settings icon opens this panel, where you choose which columns appear in the audit report.



4. Clicking Search opens this panel, where you narrow down the audit report before running it.



5. Filtering the Audit Report
6. Vessel — pick which vessel's crew you want to audit.
7. Position — move specific crew positions from "Available Crew Positions" into "Selected Crew Positions"
8. Crew Mandatory Documents — same idea, but for document types. Move the ones you want into "Selected Documents”.
9. Status — checkboxes for crew employment status to include in the audit.
10. Expiration — filter by document expiration.
11. Show documents that are — filter by whether documents are Missing, Uploaded, or Not Applicable.
12. Document Verification Status — filter by verification state: Unverified, Approved, Cond. Appr., Rejected, or N/A.
13. Occasional Worker / Onboard — dropdowns to filter by these crew attributes.
14. Mandatory Doc ID / Last Name / First Name — text fields to search for a specific document or crew member.

Once your filters are set, click Apply to run the audit with those criteria.

1. Once you have finished filtering the audit, click the three dots (⋮) and select whether you want to export the report as an Excel file or PDF.